DAIS Documentation

Searching Policies#

To search policies, use this endpoint:

POST https://api.{ENV}.dais.com/ioi/v3/policy/search

Request JSON:

{
  "page": 0,
  "size": 20,
  "effectiveDateFrom": "2024-05-01",
  "effectiveDateTo": "2024-05-01",
  "expirationDateFrom": "2024-05-01",
  "expirationDateTo": "2024-06-01",
  "policyNumber": "<Policy number>",
  "insuredName": "<Insured name>",
  "insuredDbaName": "<Insured DBA name>",
  "insuredContactFirstName": "<Insured contact first name>",
  "insuredContactLastName": "<Insured contact last name>",
  "insuredContactEmail": "<Insured contact email address>",
  "insuredContactPhone": "<Insured contact phone number>",
  "agencyId": "<Agency identifier>",
  "agencyName": "<Agency name>",
  "producerId": "<Producer identifier>",
  "producerFirstName": "<Producer first name>",
  "producerLastName": "<Producer last name>",
  "producerEmail": "<Producer email address>",
  "producerPhone": "<Producer phone number>",
  "carrierId": "<Carrier identifier>",
  "carrierName": "<Carrier name>"
}

Example response JSON:

{
  "content": [
    {
      "id": "<UUID of the policy ID>",
      "policyNumber": "<Policy number>",
      "premium": 5250.0,
      "effectiveDate": "2024-05-01",
      "expirationDate": "2024-06-01",
      "policyMeta": {
        "insuredName": "<Insured name>"
      }
    }
  ],
  "number": 0,
  "size": 20,
  "totalElements": 1,
  "last": true,
  "totalPages": 1,
  "sort": {
    "unsorted": true,
    "sorted": false,
    "empty": true
  },
  "first": true,
  "numberOfElements": 1,
  "empty": false
}

Request Fields#

Property	Required	Description
`page`	No	Zero-based page number. Default `0`; minimum `0`.
`size`	No	Results per page. Default `20`; minimum `1`.
`effectiveDateFrom`	No	The earliest effective date of the policy
`effectiveDateTo`	No	The latest effective date of the policy
`expirationDateFrom`	No	The earliest expiration date of the policy
`expirationDateTo`	No	The latest expiration date of the policy
`policyNumber`	No	The policy number to search for
`insuredName`	No	The name of the insured to search for
`insuredDbaName`	No	The DBA name of the insured to search for
`insuredContactFirstName`	No	The first name of the insured contact to search for
`insuredContactLastName`	No	The last name of the insured contact to search for
`insuredContactEmail`	No	The email of the insured contact to search for
`insuredContactPhone`	No	The phone number of the insured contact to search for
`agencyId`	No	Agency identifier string; supports partial matching.
`agencyName`	No	The name of the agency to search for
`producerId`	No	Producer identifier string; supports partial matching.
`producerFirstName`	No	The first name of the producer to search for
`producerLastName`	No	The last name of the producer to search for
`producerEmail`	No	The email of the producer to search for
`producerPhone`	No	The phone number of the producer to search for
`carrierId`	No	Carrier identifier string; supports partial matching.
`carrierName`	No	The name of the carrier to search for
`anyMatch`	No	Search text across `policyMeta` and `policyNumber`; overrides other text filters when nonblank.

Note: text filters support case-insensitive partial matching. Date filters are inclusive date boundaries; pagination and date fields do not support wildcard search. For example, this request:

{
  "page": 0,
  "size": 20,
  "policyNumber": "<Policy number>"
}

Returns policies whose number contains the text supplied in <Policy number>.

A nonblank anyMatch ignores the named text filters, such as policyNumber and insuredName. Organization scoping and date filters still apply. anyMatch is the text to search for, not a boolean switch:

{
  "anyMatch": "<Search text>",
  "effectiveDateFrom": "2024-05-01"
}

See Policy Search for the complete policy-summary response fields. Premium is a number, and insured details are nested under policyMeta.

Getting Policy Detail#

To retrieve a complete policy, use this endpoint:

GET https://api.{ENV}.dais.com/ioi/v3/policy/{policyId}

Where {policyId} is the UUID of the policy to retrieve.

curl --location --request GET 'https://api.{ENV}.dais.com/ioi/v3/policy/<UUID of the policy ID>' \
--header 'Authorization: Basic <Base64-encoded API key and secret>'

Request Fields#

Property	Required	Description
`policyId`	Yes	UUID of the policy to retrieve

The response is a full-policy object, with policy fields nested under policy (for example, policy.policyNumber). See Policy Retrieval for its structure and the related endpoints.