API: STATUS Update for Filings - Filing Services® and Connect® Clients ONLY

API to pull status updates of filings submitted into the InsCipher Broker and Connect portals. For use by Filing Services® and Connect® clients only.

Table of Contents

  1. Introduction
  2. URL: Authentication & GET Request (Combined)
  3. JSON Response Sample
  4. Response Field Descriptions
  5. Errors
  6. Change History Log

Introduction

This API allows you to programmatically get status updates on a single filing submitted into the InsCipher platform. This can be utilized by both InsCipher Filing Service™ and Connect™ clients. Bulk status updates are not available using this request.

There are two approaches to get status updates. This can be done using the Filing # (from InsCipher) or it can be done using the Invoice Number from your management system that was included on the transaction when it was first imported. Either approach works, but most clients use the Invoice Number method.

TIP: There are different methods or approaches to retrieving filing status updates using this API GET request. If you need a quick solution to test out an import and do not currently have one, consider utilizing Postman. 

URL: Authentication & GET Request (Combined)

Authentication / API Key:

The user is authenticated using an API key, which is provided by your InsCipher implementation specialist. The API key is typically around 40 characters. 

API Key: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

URL Endpoint:

  • If going by Invoice #:
https://surpluslines.inscipher.com/api/v1/get-transaction-status.json?apikey=xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx&invoice_number=987654321
  • If going by Filing #:

https://surpluslines.inscipher.com/api/v1/get-transaction-status.json?apikey=xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx&transaction_id=1234567

HTTP Method:

GET

 

JSON Response Sample

For a description of the field names and values, refer to this table.

{
"id":195195,
"county_fee": null,
"other_taxes_paid_date": null,
"transaction_id_number": null,
"municipal_name": null,
"municipal_category": null,
"sl_tax_paid_date":null,
"stamping_fee_paid_date":null,
"sl_tax_invoice_id":null,
"stamping_fee_invoice_id":null,
"unique_id":null,
"extra_invoice_number":"IN812551",
"filed_under_license_name":null,
"filed_under_license_number":null,
"transaction_type":"PN",
"transaction_status":2,
"policy_number":"PN58585",
"policy_effective_date":"2019-06-12",
"transaction_effective_date":"2019-06-12",
"premium":10,
"agency_fee":20,
"inspection_fee":0,
"sl_tax":0,
"stamping_fee":0,
"sl_service_charge":0,
"municipal_fee":0,
"fm_tax":0,
"empa_tax":0,
"mailing_insured_name":'Insured name',
"physical_state":"CA",
"date_filed":null,
"gl_moved_date":"2019-06-13",
"policy_expiration_date":"2020-06-12",
"transaction_documents": [
    {
        "name": "Test custom document",
        "code": null,
        "download_url": "http://localhost:8080/transaction/document/156230/64789/download"
    },
    {
        "name": "Policy",
        "code": "POLIC",
        "download_url": "http://localhost:8080/transaction/document/156230/64791/download"
    },
    {
        "name": "SL-1",
        "code": "SL1",
        "download_url": "http://localhost:8080/transaction/document/156230/64792/download"
    }
]
}

 

Response Field Descriptions

Note: The responses below are pulled from what values are on the filing details page of the applicable queried transaction.

 

Field Name

Field Description

id

Filing Number created and assigned by the InsCipher portal (integer)

county_fee

Only for KY - Pertains to Local Government Premium Tax (municipal county fees)

other_taxes_paid_date

Date filing was marked paid for all other taxes. Other taxes are defined as all taxes except for SL tax and Stamping Fee (i.e. empa, municipal fee, etc.)

"yyyy-mm-dd" UTC Timezone

transaction_id_number

This is a state-specific ID.

 

municipal_name

Only for KY - Pertains to Local Government Premium Tax (municipal county fees)

municipal_category

Only for KY - Pertains to the tax category defined based on the line of business associated with the transaction.

sl_tax_paid_date

Date filing was marked as SL Tax paid in the InsCipher portal.

"yyyy-mm-dd" UTC Timezone

stamping_fee_paid_date

Date filing was marked as Stamping Fee paid in the InsCipher portal.

"yyyy-mm-dd" UTC Timezone

sl_tax_invoice_id

State invoice ID or period pertaining to the payment made for SL Taxes.

stamping_fee_invoice_id

State invoice ID or period pertaining to the payment made for SL Taxes.

unique_id

Unique ID associated to the transaction, added by the filer or during the submission process.

extra_invoice_number

Original agency management system insured invoice number.

filed_under_license_name

License name associated with filing.

filed_under_license_number

License number associated with filing.

transaction_type

Transaction type.

transaction_status

Transaction Status:

Value Returned          Description

1                              Saved

2                              Submitted

3                              Flagged

4                              Filed

5                              Archived

7                              Void 

8                              Ready to File

policy_number

Policy Number

policy_effective_date

Policy Effective Date

"yyyy-mm-dd" UTC Timezone

transaction_effective_date

Transaction Effective Date (will be the same as policy effective date for new and renewal policies)

"yyyy-mm-dd" UTC Timezone

premium

Premium

agency_fee

Agency, Broker, Policy Fees

inspection_fee

Carrier, Inspection, Underwriting Fees

sl_tax

Surplus Lines Taxes (applies to all states)

stamping_fee

Stamping Fees (applies to the majority of states)

sl_service_charge

Surplus Lines Service Charges (only applies to a couple of states)

municipal_fee

Municipal Fee (only applies KY)

fm_tax

Fire Marshall Tax (only applies to a couple of states)

empa_tax

EMPA Tax (or renamed fee that only applies to a couple of states)

mailing_insured_name

Insured Name

physical_state

Risk State

date_filed

Date Filed (if applicable)

gl_moved_date

General Ledger Moved Date (date entered into accounting system)

"yyyy-mm-dd" UTC Timezone

policy_expiration_date

Policy Expiration Date

transaction_documents :

Transaction Documents attached to the filing

........{ name, code, download_url }

Collection of transaction documents' data :

name : Transaction document name

code : Transaction document code

download_url : Transaction document download URL

 

Note: There are some states where field names are repurposed for state-specific definitions of taxes and/or state fees. For a summary of these tax titles, refer to this matrix.

Errors

InsCipher uses conventional HTTP response codes to indicate the success or failure of an API request. In general, 2xx codes indicate success, 4xx codes indicate a failure due to invalid information provided, 5xx codes indicate server errors.


Below are the main HTTP error code and identifier used as well as a summary description of the error:

Error Response

Description

200 - OK

A successful request

400 - Bad Request

The request was unacceptable, often due to missing a required parameter.

401 - Unauthorized

Invalid or missing API key

402 - Request Failed

The parameters were valid but the request failed

404 - Not Found

The requested resource doesn't exist

429 - Too Many Requests

Too many requests hit the API too quickly

500 - Internal Server Error

An error occurred while processing a request

 

Change History Log

DATE DESCRIPTION OF CHANGE
12/11/2023 Added new fields on the response to include: "county_tax", "other_tax_paid_date", "sla_transaction_number", "municipal_name", "municipal_category", "trasanctions_documents".
2/1/2022 Added link to new Filing Type page
12/6/2021 Added new Transaction Types to the mapping section
9/16/2021 Added API guide to Hubspot article. Simplified areas and added additional context and descriptions to other areas.