Policy Search

Search for policies using text and date filters. Text filters support case-insensitive partial matching; date filters use inclusive boundaries. Results are paginated.

Endpoint#

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

Headers#

Header	Value	Required
`Content-Type`	`application/json`	Yes
`Authorization`	`Bearer <Access token>` or `Basic <Base64-encoded API key and secret>`	Yes
`x-jwt-assertion`	`<ID token>`	With token authentication

See Authentication for the headers to use with each authentication method.

Request Body#

curl --location --request POST 'https://api.{ENV}.dais.com/ioi/v3/policy/search' \
--header 'Authorization: Basic <Base64-encoded API key and secret>' \
--header 'Content-Type: application/json' \
--data-raw '{
  "page": 0,
  "size": 20,
  "policyNumber": "<Policy number>",
  "insuredName": "<Insured name>",
  "effectiveDateFrom": "2026-01-01",
  "effectiveDateTo": "2026-12-31"
}'

{
  "page": 0,
  "size": 20,
  "effectiveDateFrom": "2026-01-01",
  "effectiveDateTo": "2026-12-31",
  "expirationDateFrom": "2027-01-01",
  "expirationDateTo": "2027-12-31",
  "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>"
}

Request Fields#

Property	Required	Description
`page`	No	Zero-based page number. Default `0`; minimum `0`.
`size`	No	Number of results per page. Default `20`; minimum `1`.
`effectiveDateFrom`	No	Filter policies with effective date on or after this date (`YYYY-MM-DD`).
`effectiveDateTo`	No	Filter policies with effective date on or before this date (`YYYY-MM-DD`).
`expirationDateFrom`	No	Filter policies with expiration date on or after this date (`YYYY-MM-DD`).
`expirationDateTo`	No	Filter policies with expiration date on or before this date (`YYYY-MM-DD`).
`policyNumber`	No	Partial policy number to search for. Supports case-insensitive partial matching.
`insuredName`	No	Partial insured business name.
`insuredDbaName`	No	Partial insured DBA name.
`insuredContactFirstName`	No	Partial first name of the insured contact.
`insuredContactLastName`	No	Partial last name of the insured contact.
`insuredContactEmail`	No	Partial email of the insured contact.
`insuredContactPhone`	No	Partial phone number of the insured contact.
`agencyId`	No	Agency identifier string; supports partial matching.
`agencyName`	No	Partial agency name.
`producerId`	No	Producer identifier string; supports partial matching.
`producerFirstName`	No	Partial first name of the producer.
`producerLastName`	No	Partial last name of the producer.
`producerEmail`	No	Partial producer email.
`producerPhone`	No	Partial producer phone number.
`carrierId`	No	Carrier identifier string; supports partial matching.
`carrierName`	No	Partial carrier name.
`anyMatch`	No	Search text across `policyMeta` and `policyNumber`. When nonblank, overrides the other text filters.

Note: A policy-number search matches any policy number containing the supplied text. Date and pagination fields do not support wildcard matching.

Use anyMatch for a broad text search. A nonblank anyMatch causes the named text filters, such as policyNumber, insuredName, and carrierId, to be ignored. Date filters and organization scoping still apply. For example:

{
  "anyMatch": "<Search text>",
  "effectiveDateFrom": "2026-01-01",
  "effectiveDateTo": "2026-12-31"
}

This request uses the default page 0 and page size 20.

Response#

{
  "content": [
    {
      "id": "<UUID of the policy ID>",
      "policyNumber": "<Policy number>",
      "clientId": "<UUID of the client ID>",
      "effectiveDate": "2026-01-01",
      "expirationDate": "2027-01-01",
      "premium": 5250.0,
      "policyMeta": {
        "insuredName": "<Insured name>"
      }
    }
  ],
  "number": 0,
  "size": 20,
  "totalElements": 1,
  "totalPages": 1,
  "first": true,
  "last": true,
  "numberOfElements": 1,
  "empty": false
}

Response Fields#

Field	Type	Description
`content`	array	Array of policy summary objects matching the search.
`number`	number	Current page number (zero-based).
`size`	number	Requested page size.
`totalElements`	number	Total number of matching policies across all pages.
`totalPages`	number	Total number of pages.
`first`	boolean	Whether this is the first page.
`last`	boolean	Whether this is the last page.
`numberOfElements`	number	Number of policies returned on the current page.
`empty`	boolean	Whether the result set is empty.

Policy Summary Fields#

The response example shows selected fields of each summary. A summary has the following fields:

Field	Type	Description
`id`	UUID	Policy identifier.
`policyNumber`	string	Policy number.
`clientId`	UUID	Client identifier.
`premium`	number	Premium amount.
`premiumTerm`	string	Premium term.
`effectiveDate`	string (date)	Coverage start, `YYYY-MM-DD`.
`expirationDate`	string (date)	Coverage expiration, `YYYY-MM-DD`.
`createdTimestamp`	string (date-time)	Creation timestamp.
`policyMeta`	object	Insured, agency, producer, and carrier details, including `insuredName`.
`policyIntegrationData`	object	Policy integration data.

To retrieve payment status or policy state, use Policy Retrieval.