Cyber & Data Protection Endorsement IUA
It is hereby understood and agreed:
1) This endorsement takes priority over any other provision in this policy.
…","translatable":[{"lang":"en","name":"SUWPI004 - Cyber & Data Protection Endorsement IUA","description":"Cyber & Data Protection Endorsement IUA
…"}]}],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"id":"a1b2c3d4e5f60","data":{"name":"Professional Indemnity","originalCalculationDate":"2026-10-08"},"include":true,"onCover":false,"products":{"professionalIndemnity":{"include":true,"onCover":false,"data":{"name":"professionalIndemnity","class":"Casualty","hiddenTrade":"Accountant","income":200000,"offshoreTax":"No","banking":"No","entertainment":"No","rateCategory":"Medium","feeBand":"£175,001 to £250,000","indemnityBasis":"Any one claim (defence costs in addition)","limit":100000,"PiExcess":1000,"achievedPremium":625}}}}]},"packages":{"package":"£100,000","packages":[{"id":"package00000001","name":"£100,000","title":"£100,000"},{"id":"package00000002","name":"£250,000","title":"£250,000"},{"id":"package00000003","name":"£500,000","title":"£500,000"},{"id":"package00000004","name":"£1,000,000","title":"£1,000,000"},{"id":"package00000005","name":"£1,500,000","title":"£1,500,000"},{"id":"package00000006","name":"£2,000,000","title":"£2,000,000"}],"risks":[{"id":"risk000000000001","package":"£100,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000002","package":"£250,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000003","package":"£500,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000004","package":"£1,000,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000005","package":"£1,500,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000006","package":"£2,000,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]}]},"policy":{"id":1001,"policyNo":"PI/00000001","createdBy":"Broker User","authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5","name":"Broker User","email":"broker.user@example.com"},"currency":"GBP","dateInception":"2026-10-07","dateExpiry":"2027-10-06","firstCalculationDate":"2026-10-08","originalCalculationDate":"2026-10-08","package":100000,"limitStatic":"Limit of Indemnity","piInsurance":"No","usingUnderwritingFee":"No","automaticRenewal":"yes","forceReferral":"yes","financials":{"adminFeeSum":80},"params":{"productTag":"Professional Indemnity"}},"referrals":{"status":"referral-required","acceptanceRoles":["Underwriter"],"declineRoles":["Underwriter"],"editRoles":["Underwriter"],"roles":{"accept":[{"role":"Underwriter","title":null}],"decline":[{"role":"Underwriter","title":null}],"edit":[{"role":"Underwriter","title":null}]},"rules":[{"id":"REF001","type":"referral","external":false,"message":"Referred as 'other work activity' selected. Please select the 'Send referral' button to refer this quote to our underwriters.","fields":["customer.otherWork"],"fieldValues":{"customer.otherWork":"Yes"},"varValues":{"otherWork":"Yes"}},{"id":"REF003","type":"referral","external":false,"message":"Refer - inception date is before today's date.","fields":["policy.dateInception"],"fieldValues":{"policy.dateInception":"2026-10-07"},"varValues":{"dateInception":"2026-10-07","mta":null}},{"id":"REF002","type":"referral","external":false,"message":"Referred - tax exempt","fields":["customer.corAddress.country"],"fieldValues":{"customer.corAddress.country":"Isle of Man"},"varValues":{"country":"Isle of Man"}}]},"schedules":{"payMonthFrequency":12,"payer":"partner","paymentTerm":14},"schema":{"name":"professionalindemnity","type":"policy","version":31}},"key":"professional-indemnity","summary":"Professional Indemnity - Create quote (response)","description":[{"$$mdtype":"Node","type":"paragraph","attributes":{},"children":[{"$$mdtype":"Node","type":"inline","attributes":{},"children":[{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"Quote returned by POST /sales/policies/create (not wrapped in "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"data"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"). It already contains the values filled by Ledger (broker commission, policy number, rater results for the default package, automatic endorsements) and the evaluated referral rules. Use "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"policy.id"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" as the quote ID for the following calls. In this example "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"referrals.status"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" is "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"referral-required"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":", so the quote must be sent to referral before it can be bound or issued."},"children":[]}]}]}],"id":"paths/~1api~1v1~1ledger~1sales~1policies~1create/post/responses/200/content/application~1json/examples/professional-indemnity"},"paths/~1api~1v1~1ledger~1sales~1policies~1mta/post/requestBody/content/application~1json/examples/stress-free-cover":{"value":{"policy":{"id":"10669"},"schema":{"name":"stress-free-cover","type":"policy"}},"key":"stress-free-cover","summary":"Stress Free Cover - MTA","id":"paths/~1api~1v1~1ledger~1sales~1policies~1mta/post/requestBody/content/application~1json/examples/stress-free-cover"},"paths/~1api~1v1~1ledger~1sales~1policies~1mta/post/requestBody/content/application~1json/examples/professional-indemnity":{"value":{"policy":{"id":2001},"schema":{"name":"professionalindemnity","type":"policy"}},"key":"professional-indemnity","summary":"Professional Indemnity - Create MTA quote (request)","description":"An MTA quote can be created with minimal data. After creation, follow the same calculate/issue flow as a new quote using the returned MTA quote ID.","id":"paths/~1api~1v1~1ledger~1sales~1policies~1mta/post/requestBody/content/application~1json/examples/professional-indemnity"},"paths/~1api~1v1~1ledger~1sales~1policies~1mta/post/responses/200/content/application~1json/examples/stress-free-cover":{"value":{"binder":{"contractDetails":{"endDate":"2099-12-31","product":"stress-free-cover","startDate":"2025-12-21","status":"active"},"id":10,"limitations":[],"schema":{"name":"binder","type":"binder","version":3},"shares":[{"id":"id00000000000001","insurers":[{"allowCommSacrifice":false,"grossCommPct":37.5,"insurer":"Example Insurer","isLead":true,"premiumSharePct":100}],"objectType":"insuredItem","risk":"stressFreeCover"}],"summary":{"name":"Stress Free Cover","umr":"EXAMPLE-UMR-0001"}},"broker":{"authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5"},"commission":{"commDate":"2026-04-21","commPctDefault":{"commissionSacrificeNegative":15,"commissionSacrificePositive":15,"commissionType":"%","effectivePeriodStartDate":"2026-04-01","newSalesCommission":15,"product":"stress-free-cover","renewalCommission":15}},"email":"broker@example.com","name":"Example Insurance Brokers Ltd","salesChannel":"Online","shortName":"Example Brokers","userEmail":"broker.user@example.com"},"customer":{"corAddress":{"zip":"AB1 2CD"},"country":"Estonia","customerType":"Individual","email":"customer@example.com","name":"Example Customer","sanctionsSearch":{"relatedSearchLink":"https://www.sanctionssearch.com/members/search/details/10000001","sanctionsCheckStatus":"noMatch","searchRequestUUID":"b7d4e2a9-1c3f-4a6e-8b05-9e2f7c1d3a48"}},"internalNotes":[],"mta":{"policyId":10669},"objects":{"insuredItem":[{"data":{"country":"England","name":"Stress Free Cover","originalCalculationDate":"2026-04-21"},"id":"a1b2c3d4e5f60","include":true,"onCover":true,"products":{"stressFreeCover":{"data":{"name":"stressFreeCover"},"financials":{"insurers":[{"allowCommSacrifice":false,"commPct":15,"grossCommPct":37.5,"id":"a1b2c3d4e5f61","insurer":"Example Insurer","isLead":true,"premiumSharePct":100}],"premium":0,"premiumIptPcs":12},"include":true,"onCover":true}}}]},"policy":{"authorUser":{"email":"broker.user@example.com","name":"Broker User","sub":"724574f4-20a1-7074-135a-b7213ef692b5"},"createdBy":"Broker User","currency":"GBP","dateExpiry":"2026-06-21T20:59:00+01:00","dateInception":"2026-04-22T00:00:00+01:00","dateIssue":"2026-04-21","financials":{"adminFeeSum":0},"id":1002,"mtaDate":"2026-04-22","originalCalculationDate":"2026-04-21","params":{"productTag":"Stress Free Cover"},"policyNo":"SFR100000001/1","usingUnderwritingFee":"No"},"quote":[],"schedules":{"firstPayment":{"dueDate":"2026-05-31"},"payMonthFrequency":12,"payer":"partner","paymentTerm":14},"schema":{"name":"stress-free-cover","type":"policy","version":12}},"key":"stress-free-cover","summary":"Stress Free Cover - MTA response","id":"paths/~1api~1v1~1ledger~1sales~1policies~1mta/post/responses/200/content/application~1json/examples/stress-free-cover"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}/get/responses/200/content/application~1json/example":{"value":{"data":[],"meta":{"schemaPath":"policy/regular/casco/1","warnings":[{"code":"excel-calculator","status":422,"title":"Could not get prices for the object, please fill in all the required fields"},{"code":"make-model","title":"Not able to match make and model"}],"errors":[{"code":"excel-calculator","title":"Could not connect to excel calculator service"}]}},"id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}/get/responses/200/content/application~1json/example"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}/get/responses/200/content/application~1json/examples/stress-free-cover":{"value":{"data":{"binder":{"contractDetails":{"endDate":"2099-12-31","product":"stress-free-cover","startDate":"2025-12-21","status":"active"},"id":10,"limitations":[],"schema":{"name":"binder","type":"binder","version":3},"shares":[{"id":"id00000000000001","insurers":[{"allowCommSacrifice":false,"grossCommPct":37.5,"insurer":"Example Insurer","isLead":true,"premiumSharePct":100}],"objectType":"insuredItem","risk":"stressFreeCover"}],"summary":{"name":"Stress Free Cover","umr":"EXAMPLE-UMR-0001"}},"broker":{"commission":{"commDate":"2026-04-21","commPctDefault":{"commissionSacrificeNegative":100,"commissionSacrificePositive":100,"commissionType":"%","effectivePeriodStartDate":"2025-12-21","newSalesCommission":25,"product":"stress-free-cover","renewalCommission":25}},"email":"broker@example.com","name":"Example Insurance Brokers Ltd","shortName":"Example Brokers"},"claims":{"insuredItem":[]},"customer":{"country":"Northern Ireland","customerType":"Individual","name":"Example Customer","sanctionsSearch":{"relatedSearchLink":"https://www.sanctionssearch.com/members/search/details/10000001","sanctionsCheckStatus":"noMatch","searchRequestUUID":"b7d4e2a9-1c3f-4a6e-8b05-9e2f7c1d3a48"}},"documents":{"documents":[]},"internalNotes":[],"objects":{"insuredItem":[{"data":{"country":"Estonia","name":"Stress Free Cover","originalCalculationDate":"2026-04-21"},"id":"a1b2c3d4e5f60","include":true,"onCover":false,"products":{"stressFreeCover":{"data":{"name":"stressFreeCover"},"financials":{"insurers":[{"allowCommSacrifice":false,"commPct":25,"grossCommPct":37.5,"id":"a1b2c3d4e5f61","insurer":"Example Insurer","isLead":true,"premiumSharePct":100}],"premium":189,"premiumIptPcs":12},"include":true,"onCover":false}}}]},"policy":{"authorUser":{"email":"broker.user@example.com","name":"Broker User","sub":"724574f4-20a1-7074-135a-b7213ef692b5"},"createdBy":"Broker User","currency":"GBP","dateExpiry":"2026-05-07T17:59:00+01:00","dateInception":"2026-04-08T00:00:00+01:00","dateIssue":"2026-04-07","financials":{"adminFeeSum":0},"id":1001,"originalCalculationDate":"2026-04-21","params":{"productTag":"Stress Free Cover"},"policyNo":"SFR100000001","usingUnderwritingFee":"No"},"referralComments":[],"referrals":{"acceptanceRoles":[],"rules":[],"status":"referral-not-needed"},"schedules":{"firstPayment":{"dueDate":"2026-05-31"},"payMonthFrequency":12,"payer":"partner","paymentTerm":14},"schema":{"name":"stress-free-cover","type":"policy","version":10}},"meta":{"schemaPath":"policy/regular/stress-free-cover/10"}},"key":"stress-free-cover","summary":"Stress Free Cover quote creation response","id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}/get/responses/200/content/application~1json/examples/stress-free-cover"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}/get/responses/200/content/application~1json/examples/professional-indemnity":{"value":{"data":{"binder":{"id":10,"contractDetails":{"product":"professionalindemnity","startDate":"2025-12-01","endDate":"2026-11-30","status":"active"},"limitations":[],"schema":{"name":"binder","type":"binder","version":3},"shares":[{"id":"share0000000001","objectType":"insuredItem","risk":"professionalIndemnity","insurers":[{"insurer":"Example Insurer","isLead":true,"grossCommPct":35,"premiumSharePct":100,"allowCommSacrifice":false}]}],"summary":{"name":"Example PI Binder","umr":"EXAMPLE-UMR-0001"}},"broker":{"name":"Example Insurance Brokers Ltd","shortName":"Example Brokers","userEmail":"broker.user@example.com","authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5"},"commission":{"commDate":"2026-10-07","commPctDefault":{"product":"professionalindemnity","commissionType":"%","newSalesCommission":22.5,"renewalCommission":22.5,"commissionSacrificePositive":22.5,"commissionSacrificeNegative":22.5,"effectivePeriodStartDate":"2025-11-24"}}},"claims":{"claims":"No"},"conditions":{"cyberBreach":"Agree","diarySystem":"Agree","engagementLetters":"Agree","handleMoney":"Agree","icaew":"Agree","policyDeclined":"Agree","receivedClaim":"Agree","sanctionedIndividual":"Agree","singleFee":"Agree","workUK":"Agree"},"customer":{"name":"Example Accountants Ltd","customerType":"Company","dateEstablished":"2000-01-01","corAddress":{"street":"1 Example Street","city":"London","county":"Greater London","zip":"AB1 2CD","country":"England","streetZip":"1 Example Street, AB1 2CD, London, Greater London, England"},"trade":"Accountant","audit":"Disagree","directorship":"Agree","bookkeeping":"Agree","acca":"No","soleTrader":"No","otherWork":"Yes","otherWorkDetails":"Occasional payroll bureau services for existing clients","riskCode":"E5","coverSummary":"","wording":"","sanctionsSearch":{"sanctionsCheckStatus":"underThreshold","relatedSearchLink":"https://www.sanctionssearch.com/members/search/details/10000001","searchRequestUUID":"b7d4e2a9-1c3f-4a6e-8b05-9e2f7c1d3a48"}},"documents":{"documents":[]},"endorsements":[{"id":"SUWPI004","name":"SUWPI004 - Cyber & Data Protection Endorsement IUA","type":"automatic","lang":"en","group":null,"document":null,"editable":false,"removable":true,"text":"Cyber & Data Protection Endorsement IUA
It is hereby understood and agreed:
1) This endorsement takes priority over any other provision in this policy.
…","translatable":[{"lang":"en","name":"SUWPI004 - Cyber & Data Protection Endorsement IUA","description":"Cyber & Data Protection Endorsement IUA
…"}]}],"internalNotes":[],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"id":"a1b2c3d4e5f60","data":{"name":"Professional Indemnity","originalCalculationDate":"2026-10-07"},"include":true,"onCover":false,"products":{"professionalIndemnity":{"include":true,"onCover":false,"data":{"name":"professionalIndemnity","class":"Casualty","hiddenTrade":"Accountant","income":200000,"offshoreTax":"No","banking":"No","entertainment":"No","rateCategory":"Medium","feeBand":"£175,001 to £250,000","indemnityBasis":"Any one claim (defence costs in addition)","limit":100000,"PiExcess":1000,"achievedPremium":625},"financials":{"premium":625,"premiumIptPcs":0,"insurers":[{"id":"a1b2c3d4e5f61","insurer":"Example Insurer","isLead":true,"commPct":22.5,"grossCommPct":35,"premiumSharePct":100,"allowCommSacrifice":false}]}}}}]},"packages":{"package":"£100,000","optionalRisks":[],"packages":[{"id":"package00000001","name":"£100,000","title":"£100,000"},{"id":"package00000002","name":"£250,000","title":"£250,000"},{"id":"package00000003","name":"£500,000","title":"£500,000"},{"id":"package00000004","name":"£1,000,000","title":"£1,000,000"},{"id":"package00000005","name":"£1,500,000","title":"£1,500,000"},{"id":"package00000006","name":"£2,000,000","title":"£2,000,000"}],"premiums":[{"package":"£100,000","premium":625,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"},{"package":"£250,000","premium":775,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"},{"package":"£500,000","premium":900,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"},{"package":"£1,000,000","premium":1075,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"},{"package":"£1,500,000","premium":1300,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"},{"package":"£2,000,000","premium":1525,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"}],"risks":[{"id":"risk000000000001","package":"£100,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000002","package":"£250,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000003","package":"£500,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000004","package":"£1,000,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000005","package":"£1,500,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000006","package":"£2,000,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]}]},"policy":{"id":1001,"policyNo":"PI/00000001","createdBy":"Broker User","authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5","name":"Broker User","email":"broker.user@example.com"},"currency":"GBP","dateInception":"2026-10-07","dateExpiry":"2027-10-06","firstCalculationDate":"2026-10-07","originalCalculationDate":"2026-10-07","package":100000,"limitStatic":"Limit of Indemnity","piInsurance":"No","usingUnderwritingFee":"No","automaticRenewal":"yes","forceReferral":"yes","financials":{"adminFeeSum":80},"params":{"productTag":"Professional Indemnity"}},"referralComments":[],"referrals":{"status":"referral-not-needed","acceptanceRoles":[],"declineRoles":["Underwriter"],"editRoles":["Underwriter"],"roles":{"accept":[{"id":"role000000accept","role":"Underwriter"}],"decline":[{"id":"role00000decline","role":"Underwriter"}],"edit":[{"id":"role0000000edit","role":"Underwriter"}]},"rules":[{"id":"REF001","type":"referral","accepted":true,"external":false,"message":"Referred as 'other work activity' selected. Please select the 'Send referral' button to refer this quote to our underwriters.","fields":["customer.otherWork"],"fieldValues":{"customer.otherWork":"Yes"},"varValues":{"otherWork":"Yes"}}]},"schedules":{"payMonthFrequency":12,"payer":"partner","paymentTerm":14,"firstPayment":{"dueDate":"2026-11-30"}},"schema":{"name":"professionalindemnity","type":"policy","version":31}},"meta":{"schemaPath":"policy/regular/professionalindemnity/31","status":"quote:underwritten"}},"key":"professional-indemnity","summary":"Professional Indemnity - Get quote data (response)","description":[{"$$mdtype":"Node","type":"paragraph","attributes":{},"children":[{"$$mdtype":"Node","type":"inline","attributes":{},"children":[{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"Full quote payload returned once Data Enrichment and Calculation are complete. Includes values filled by Ledger (broker, binder, policy number, rater results such as "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"feeBand"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":", "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"PiExcess"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" and premiums per package) and the referral rules evaluated for the quote."},"children":[]}]}]}],"id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}/get/responses/200/content/application~1json/examples/professional-indemnity"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}/get/responses/400/content/application~1json/example":{"value":{"message":"Tenant id is not found in header"},"id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}/get/responses/400/content/application~1json/example"},"paths/~1api~1v1~1ledger~1sales~1policies~1actions~1{id}/get/responses/200/content/application~1json/example":{"value":{"data":["quote:download","quote:update","quote:copy","quote:calculate","quote:issue"],"meta":[],"links":{"quote:changes":"https://app.beta.insly.training/api/v1/ledger/sales/policies/1/changes"}},"id":"paths/~1api~1v1~1ledger~1sales~1policies~1actions~1{id}/get/responses/200/content/application~1json/example"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/requestBody/content/application~1json/examples/partial-policy-update":{"value":{"policy":{"dateInception":"2022-05-25","dateExpiry":"2022-05-24"}},"key":"partial-policy-update","summary":"Partial data update is supported.","id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/requestBody/content/application~1json/examples/partial-policy-update"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/requestBody/content/application~1json/examples/partial-existing-object-block-update":{"value":{"objects":{"{objectType}":[{"data":{"name":"New object name"},"id":"628b76552a696"}]}},"key":"partial-existing-object-block-update","summary":"In case of `objects` block to update object, need to provide `id`.","id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/requestBody/content/application~1json/examples/partial-existing-object-block-update"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/requestBody/content/application~1json/examples/property-removing":{"value":{"policy":{"dateExpiry":null}},"key":"property-removing","summary":"Regular field removing (not objects block)","id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/requestBody/content/application~1json/examples/property-removing"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/requestBody/content/application~1json/examples/object-removing":{"value":{"objects":{"{objectType}":[{"id":"62f8bf71b98d8","data":null}]}},"key":"object-removing","summary":"Remove object","id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/requestBody/content/application~1json/examples/object-removing"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/responses/200/content/application~1json/example":{"value":["See response description for more details."],"id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/responses/200/content/application~1json/example"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/responses/200/content/application~1json/examples/stress-free-cover":{"value":{"binder":{"id":10},"broker":{"shortName":"Example Brokers"},"customer":{"corAddress":{"zip":"AB1 2CD"},"country":"Estonia","customerType":"Individual","email":"customer@example.com","name":"Example Customer","sanctionsSearch":{"sanctionsCheckStatus":"notChecked"}},"documents":{"documents":[]},"endorsements":[],"internalNotes":[{"name":"Underwriting note","text":"Customer confirmed details by phone."}],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"data":{"country":"Estonia","name":"Stress Free Cover"},"include":true,"onCover":false,"products":{"stressFreeCover":{"data":{"name":"stressFreeCover"},"financials":{"insurers":[{"insurer":"Example Insurer","isLead":false}],"premium":0,"premiumIptPcs":12},"include":true,"onCover":false}}}]},"policy":{"currency":"GBP","dateExpiry":"2027-02-21T16:00:00Z","dateInception":"2026-04-22T00:00:00+01:00","financials":{"adminFeeSum":0},"params":{"productTag":"Stress Free Cover"},"usingUnderwritingFee":"No"},"referralComments":[],"schedules":{"firstPayment":{"dueDate":"2026-05-31"},"payMonthFrequency":12,"payer":"partner","paymentTerm":14},"schema":{"name":"stress-free-cover","type":"policy","version":12}},"key":"stress-free-cover","summary":"Stress Free Cover","id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/responses/200/content/application~1json/examples/stress-free-cover"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/responses/200/content/application~1json/examples/professional-indemnity":{"value":{"broker":{"name":"Example Insurance Brokers Ltd","shortName":"Example Brokers","salesChannel":null,"authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5"},"commission":{"commDate":"2026-10-08","commPctDefault":{"product":"professionalindemnity","commissionType":"%","newSalesCommission":22.5,"renewalCommission":22.5,"commissionSacrificePositive":22.5,"commissionSacrificeNegative":22.5,"effectivePeriodStartDate":"2025-11-24"}}},"claims":{"claims":"No"},"conditions":{"cyberBreach":"Agree","diarySystem":"Agree","engagementLetters":"Agree","handleMoney":"Agree","icaew":"Agree","policyDeclined":"Agree","receivedClaim":"Agree","sanctionedIndividual":"Agree","singleFee":"Agree","workUK":"Agree"},"customer":{"name":"Example Accountants Ltd","customerType":"Company","dateEstablished":"2000-01-01","corAddress":{"street":"1 Example Street","city":"Douglas","county":"Isle of Man","zip":"IM1 1AA","country":"Isle of Man","streetZip":"1 Example Street, IM1 1AA, Douglas, Isle of Man, Isle of Man"},"trade":"Accountant","audit":"Disagree","directorship":"Agree","bookkeeping":"Agree","acca":"No","soleTrader":"No","otherWork":"Yes","otherWorkDetails":"Occasional payroll bureau services for existing clients","riskCode":"E5","coverSummary":"","wording":""},"documents":{"documents":[]},"endorsements":[{"id":"SUWPI004","name":"SUWPI004 - Cyber & Data Protection Endorsement IUA","type":"automatic","lang":"en","group":null,"document":null,"editable":false,"removable":true,"infoForUW":"Please select an endorsement from the picklist or begin typing a free format endorsement in the same input cell","text":"Cyber & Data Protection Endorsement IUA
It is hereby understood and agreed:
1) This endorsement takes priority over any other provision in this policy.
…","translatable":[{"lang":"en","name":"SUWPI004 - Cyber & Data Protection Endorsement IUA","description":"Cyber & Data Protection Endorsement IUA
…"}]}],"internalNotes":[],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"id":"a1b2c3d4e5f60","data":{"name":"Professional Indemnity","originalCalculationDate":"2026-10-08"},"include":true,"onCover":false,"products":{"professionalIndemnity":{"include":true,"onCover":false,"data":{"name":"professionalIndemnity","class":"Casualty","hiddenTrade":"Accountant","income":200000,"offshoreTax":"No","banking":"No","entertainment":"No","rateCategory":"Medium","feeBand":"£175,001 to £250,000","indemnityBasis":"Any one claim (defence costs in addition)","limit":100000,"PiExcess":1000,"achievedPremium":775}}}}]},"packages":{"package":"£250,000","optionalRisks":[],"packages":[{"id":"package00000001","name":"£100,000","title":"£100,000"},{"id":"package00000002","name":"£250,000","title":"£250,000"},{"id":"package00000003","name":"£500,000","title":"£500,000"},{"id":"package00000004","name":"£1,000,000","title":"£1,000,000"},{"id":"package00000005","name":"£1,500,000","title":"£1,500,000"},{"id":"package00000006","name":"£2,000,000","title":"£2,000,000"}],"risks":[{"package":"£100,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"package":"£250,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"package":"£500,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"package":"£1,000,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"package":"£1,500,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"package":"£2,000,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]}]},"policy":{"id":1001,"policyNo":"PI/00000001","createdBy":"Broker User","authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5","name":"Broker User","email":"broker.user@example.com"},"currency":"GBP","dateInception":"2026-10-07","dateExpiry":"2027-10-06","firstCalculationDate":"2026-10-08","originalCalculationDate":"2026-10-08","package":250000,"limitStatic":"Limit of Indemnity","piInsurance":"No","usingUnderwritingFee":"No","automaticRenewal":"yes","forceReferral":"yes","financials":{"adminFeeSum":80},"params":{"productTag":"Professional Indemnity"}},"referralComments":[],"referrals":{"status":"referral-not-needed","acceptanceRoles":[],"declineRoles":["Underwriter"],"editRoles":["Underwriter"],"roles":{"accept":[{"id":"role000000accept","role":"Underwriter"}],"decline":[{"id":"role00000decline","role":"Underwriter"}],"edit":[{"id":"role0000000edit","role":"Underwriter"}]},"rules":[{"id":"REF001","type":"referral","accepted":true,"external":false,"message":"Referred as 'other work activity' selected. Please select the 'Send referral' button to refer this quote to our underwriters.","fields":["customer.otherWork"],"fieldValues":{"customer.otherWork":"Yes"},"varValues":{"otherWork":"Yes"}},{"id":"REF003","type":"referral","accepted":true,"external":false,"message":"Refer - inception date is before today's date.","fields":["policy.dateInception"],"fieldValues":{"policy.dateInception":"2026-10-07"},"varValues":{"dateInception":"2026-10-07"}},{"id":"REF002","type":"referral","accepted":true,"external":false,"message":"Referred - tax exempt","fields":["customer.corAddress.country"],"fieldValues":{"customer.corAddress.country":"Isle of Man"},"varValues":{"country":"Isle of Man"}}]},"schedules":{"payMonthFrequency":12,"payer":"partner","paymentTerm":14,"firstPayment":{"dueDate":"2026-11-30"}},"schema":{"name":"professionalindemnity","type":"policy","version":31}},"key":"professional-indemnity","summary":"Professional Indemnity - Update quote (response)","description":[{"$$mdtype":"Node","type":"paragraph","attributes":{},"children":[{"$$mdtype":"Node","type":"inline","attributes":{},"children":[{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"Saved quote payload returned by PUT /sales/policies/{policyId}/. Unlike the calculate response, the payload is not wrapped in "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"data"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":". It echoes the stored quote, including values previously filled by Ledger (broker commission, policy number, rater results, automatic endorsements) and the referral rules evaluated for the quote."},"children":[]}]}]}],"id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1/put/responses/200/content/application~1json/examples/professional-indemnity"},"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculate/post/requestBody/content/application~1json/examples/stress-free-cover":{"value":{"binder":{"id":10},"broker":{"shortName":"Example Brokers"},"customer":{"corAddress":{"zip":"AB1 2CD"},"country":"Estonia","customerType":"Individual","email":"customer@example.com","name":"Example Customer","sanctionsSearch":{"sanctionsCheckStatus":"notChecked"}},"documents":{"documents":[]},"endorsements":[],"internalNotes":[{"name":"Underwriting note","text":"Customer confirmed details by phone."}],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"data":{"country":"Estonia","name":"Stress Free Cover"},"include":true,"onCover":false,"products":{"stressFreeCover":{"data":{"name":"stressFreeCover"},"financials":{"insurers":[{"insurer":"Example Insurer","isLead":false}],"premium":0,"premiumIptPcs":12},"include":true,"onCover":false}}}]},"policy":{"currency":"GBP","dateExpiry":"2027-02-21T16:00:00Z","dateInception":"2026-04-22T00:00:00+01:00","financials":{"adminFeeSum":0},"params":{"productTag":"Stress Free Cover"},"usingUnderwritingFee":"No"},"referralComments":[],"schedules":{"firstPayment":{"dueDate":"2026-05-31"},"payMonthFrequency":12,"payer":"partner","paymentTerm":14},"schema":{"name":"stress-free-cover","type":"policy","version":12}},"key":"stress-free-cover","summary":"Stress Free Cover","id":"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculate/post/requestBody/content/application~1json/examples/stress-free-cover"},"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculate/post/requestBody/content/application~1json/examples/professional-indemnity":{"value":{"broker":{"shortName":"Example Brokers","authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5"}},"claims":{"claims":"No"},"conditions":{"cyberBreach":"Agree","diarySystem":"Agree","engagementLetters":"Agree","handleMoney":"Agree","icaew":"Agree","policyDeclined":"Agree","receivedClaim":"Agree","sanctionedIndividual":"Agree","singleFee":"Agree","workUK":"Agree"},"customer":{"name":"Example Accountants Ltd","customerType":"Company","dateEstablished":"2000-01-01","corAddress":{"street":"1 Example Street","city":"London","county":"Greater London","zip":"AB1 2CD","country":"England"},"trade":"Accountant","audit":"Disagree","directorship":"Agree","bookkeeping":"Agree","acca":"No","soleTrader":"No","otherWork":"Yes","otherWorkDetails":"Occasional payroll bureau services for existing clients"},"documents":{"documents":[]},"endorsements":[],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"data":{},"products":{"professionalIndemnity":{"data":{"income":200000,"offshoreTax":"No","banking":"No","entertainment":"No"}}}}]},"packages":{"package":"£100,000"},"policy":{"currency":"GBP","dateInception":"2026-10-07","dateExpiry":"2027-10-06","package":100000,"piInsurance":"No","usingUnderwritingFee":"No","automaticRenewal":"yes","forceReferral":"yes"},"schedules":{"payMonthFrequency":12,"payer":"partner","paymentTerm":14,"firstPayment":{"dueDate":"2026-11-30"}},"schema":{"name":"professionalindemnity","type":"policy","version":31}},"key":"professional-indemnity","summary":"Professional Indemnity - Quote payload","description":[{"$$mdtype":"Node","type":"paragraph","attributes":{},"children":[{"$$mdtype":"Node","type":"inline","attributes":{},"children":[{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"Full quote payload, used to create, update, calculate and bind a quote. "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"packages.package"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" switches the chosen limit of indemnity on calculate."},"children":[]}]}]}],"id":"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculate/post/requestBody/content/application~1json/examples/professional-indemnity"},"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculate/post/responses/200/content/application~1json/examples/stress-free-cover":{"value":{"binder":{"contractDetails":{"endDate":"2099-12-31","product":"stress-free-cover","startDate":"2025-12-21","status":"active"},"id":10,"limitations":[],"schema":{"name":"binder","type":"binder","version":3},"shares":[{"id":"id00000000000001","insurers":[{"allowCommSacrifice":false,"grossCommPct":37.5,"insurer":"Example Insurer","isLead":true,"premiumSharePct":100}],"objectType":"insuredItem","risk":"stressFreeCover"}],"summary":{"name":"Stress Free Cover","umr":"EXAMPLE-UMR-0001"}},"broker":{"authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5"},"commission":{"commDate":"2026-04-21","commPctDefault":{"commissionSacrificeNegative":15,"commissionSacrificePositive":15,"commissionType":"%","effectivePeriodStartDate":"2026-04-01","newSalesCommission":15,"product":"stress-free-cover","renewalCommission":15}},"email":"broker@example.com","name":"Example Insurance Brokers Ltd","salesChannel":"Online","shortName":"Example Brokers","userEmail":"broker.user@example.com"},"customer":{"corAddress":{"zip":"AB1 2CD"},"country":"Estonia","customerType":"Individual","email":"customer@example.com","name":"Example Customer","sanctionsSearch":{"sanctionsCheckStatus":"notChecked"}},"documents":{"documents":[]},"internalNotes":[{"id":"id00000000000002","name":"Underwriting note","text":"Customer confirmed details by phone."}],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"data":{"country":"Estonia","name":"Stress Free Cover"},"id":"a1b2c3d4e5f60","include":true,"onCover":false,"products":{"stressFreeCover":{"data":{"name":"stressFreeCover"},"financials":{"insurers":[{"allowCommSacrifice":false,"commPct":15,"grossCommPct":37.5,"id":"a1b2c3d4e5f61","insurer":"Example Insurer","isLead":true,"premiumSharePct":100}],"premium":0,"premiumIptPcs":12},"include":true,"onCover":false}}}]},"policy":{"authorUser":{"email":"broker.user@example.com","name":"Broker User","sub":"724574f4-20a1-7074-135a-b7213ef692b5"},"createdBy":"Broker User","currency":"GBP","dateExpiry":"2027-02-21T16:00:00+00:00","dateInception":"2026-04-22T00:00:00+01:00","financials":{"adminFeeSum":0},"id":1001,"params":{"productTag":"Stress Free Cover"},"policyNo":"SFR100000001","usingUnderwritingFee":"No"},"referralComments":[],"schedules":{"firstPayment":{"dueDate":"2026-05-31"},"payMonthFrequency":12,"payer":"partner","paymentTerm":14},"schema":{"name":"stress-free-cover","type":"policy","version":12}},"key":"stress-free-cover","summary":"Stress Free Cover","id":"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculate/post/responses/200/content/application~1json/examples/stress-free-cover"},"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculate/post/responses/200/content/application~1json/examples/professional-indemnity":{"value":{"data":{"broker":{"name":"Example Insurance Brokers Ltd","shortName":"Example Brokers","authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5"},"commission":{"commDate":"2026-10-08","commPctDefault":{"product":"professionalindemnity","commissionType":"%","newSalesCommission":22.5,"renewalCommission":22.5,"commissionSacrificePositive":22.5,"commissionSacrificeNegative":22.5,"effectivePeriodStartDate":"2025-11-24"}}},"claims":{"claims":"No"},"conditions":{"cyberBreach":"Agree","diarySystem":"Agree","engagementLetters":"Agree","handleMoney":"Agree","icaew":"Agree","policyDeclined":"Agree","receivedClaim":"Agree","sanctionedIndividual":"Agree","singleFee":"Agree","workUK":"Agree"},"customer":{"name":"Example Accountants Ltd","customerType":"Company","dateEstablished":"2000-01-01","corAddress":{"street":"1 Example Street","city":"Douglas","county":"Isle of Man","zip":"IM1 1AA","country":"Isle of Man","streetZip":"1 Example Street, IM1 1AA, Douglas, Isle of Man, Isle of Man"},"trade":"Accountant","audit":"Disagree","directorship":"Agree","bookkeeping":"Agree","acca":"No","soleTrader":"No","otherWork":"Yes","otherWorkDetails":"Occasional payroll bureau services for existing clients","riskCode":"E5","coverSummary":"","wording":""},"documents":{"documents":[]},"endorsements":[{"id":"SUWPI004","name":"SUWPI004 - Cyber & Data Protection Endorsement IUA","type":"automatic","lang":"en","group":null,"document":null,"editable":false,"removable":true,"infoForUW":"Please select an endorsement from the picklist or begin typing a free format endorsement in the same input cell","text":"Cyber & Data Protection Endorsement IUA
It is hereby understood and agreed:
1) This endorsement takes priority over any other provision in this policy.
…","translatable":[{"lang":"en","name":"SUWPI004 - Cyber & Data Protection Endorsement IUA","description":"Cyber & Data Protection Endorsement IUA
…"}]}],"internalNotes":[],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"id":"a1b2c3d4e5f60","data":{"name":"Professional Indemnity","originalCalculationDate":"2026-10-08"},"include":true,"onCover":false,"products":{"professionalIndemnity":{"include":true,"onCover":false,"data":{"name":"professionalIndemnity","class":"Casualty","hiddenTrade":"Accountant","income":200000,"offshoreTax":"No","banking":"No","entertainment":"No","rateCategory":"Medium","feeBand":"£175,001 to £250,000","indemnityBasis":"Any one claim (defence costs in addition)","limit":100000,"PiExcess":1000,"achievedPremium":775}}}}]},"packages":{"package":"£250,000","optionalRisks":[],"packages":[{"id":"package00000001","name":"£100,000","title":"£100,000"},{"id":"package00000002","name":"£250,000","title":"£250,000"},{"id":"package00000003","name":"£500,000","title":"£500,000"},{"id":"package00000004","name":"£1,000,000","title":"£1,000,000"},{"id":"package00000005","name":"£1,500,000","title":"£1,500,000"},{"id":"package00000006","name":"£2,000,000","title":"£2,000,000"}],"risks":[{"id":"risk000000000001","package":"£100,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000002","package":"£250,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000003","package":"£500,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000004","package":"£1,000,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000005","package":"£1,500,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000006","package":"£2,000,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]}]},"policy":{"id":1001,"policyNo":"PI/00000001","createdBy":"Broker User","authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5","name":"Broker User","email":"broker.user@example.com"},"currency":"GBP","dateInception":"2026-10-07","dateExpiry":"2027-10-06","firstCalculationDate":"2026-10-08","originalCalculationDate":"2026-10-08","package":250000,"limitStatic":"Limit of Indemnity","piInsurance":"No","usingUnderwritingFee":"No","automaticRenewal":"yes","forceReferral":"yes","financials":{"adminFeeSum":80},"params":{"productTag":"Professional Indemnity"}},"referralComments":[],"referrals":{"status":"referral-not-needed","acceptanceRoles":[],"declineRoles":["Underwriter"],"editRoles":["Underwriter"],"roles":{"accept":[{"id":"role000000accept","role":"Underwriter"}],"decline":[{"id":"role00000decline","role":"Underwriter"}],"edit":[{"id":"role0000000edit","role":"Underwriter"}]},"rules":[{"id":"REF001","type":"referral","accepted":true,"external":false,"message":"Referred as 'other work activity' selected. Please select the 'Send referral' button to refer this quote to our underwriters.","fields":["customer.otherWork"],"fieldValues":{"customer.otherWork":"Yes"},"varValues":{"otherWork":"Yes"}},{"id":"REF003","type":"referral","accepted":true,"external":false,"message":"Refer - inception date is before today's date.","fields":["policy.dateInception"],"fieldValues":{"policy.dateInception":"2026-10-07"},"varValues":{"dateInception":"2026-10-07"}},{"id":"REF002","type":"referral","accepted":true,"external":false,"message":"Referred - tax exempt","fields":["customer.corAddress.country"],"fieldValues":{"customer.corAddress.country":"Isle of Man"},"varValues":{"country":"Isle of Man"}}]},"schedules":{"payMonthFrequency":12,"payer":"partner","paymentTerm":14,"firstPayment":{"dueDate":"2026-11-30"}},"schema":{"name":"professionalindemnity","type":"policy","version":31}}},"key":"professional-indemnity","summary":"Professional Indemnity - Update and calculate (response)","description":[{"$$mdtype":"Node","type":"paragraph","attributes":{},"children":[{"$$mdtype":"Node","type":"inline","attributes":{},"children":[{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"Full quote payload returned after the quote is updated and recalculated. Includes values filled by Ledger (broker commission, policy number, rater results such as "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"feeBand"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":", "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"PiExcess"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" and "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"achievedPremium"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" for the chosen package, automatic endorsements) and the referral rules evaluated for the quote."},"children":[]}]}]}],"id":"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculate/post/responses/200/content/application~1json/examples/professional-indemnity"},"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculation/get/responses/200/content/application~1json/examples/calculation-response-example":{"value":{"data":{"mtaPremiumAfterIssue":null,"periodAdminFee":0,"periodBrokerCommission":57.65,"periodCustomerTotal":430.42,"periodIpt":46.12,"periodPremium":384.3},"fields":[{"name":"periodPremium","title":"Premium"},{"name":"periodIpt","title":"IPT"},{"name":"periodAdminFee","title":"UW Fee"},{"name":"periodBrokerCommission","title":"Broker commission"},{"name":"periodCustomerTotal","title":"Total"}],"installments":[{"accessoriesFee":0,"adminFee":0,"binderBrokerComm":0,"brokerComm":57.65,"carrier":"Example Insurer","carrierNet":240.19,"compFund":0,"compFundM":0,"customerTotal":430.42,"dueDate":"2026-05-31","fee1":0,"fireTax":0,"installmentFee":0,"insurerFee":0,"ipt":46.12,"mgaComm":144.11,"mgaNetComm":86.46,"object":"Stress Free Cover","objectType":"insuredItem","object_id":"a1b2c3d4e5f60","payer":"partner","policy_id":1001,"premium":384.3,"product":"stressFreeCover","stampFee":0,"surplus":0,"vat":0}]},"key":"calculation-response-example","summary":"Stress Free Cover - Get policy financials (GET response)","id":"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculation/get/responses/200/content/application~1json/examples/calculation-response-example"},"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculation/get/responses/200/content/application~1json/examples/professional-indemnity":{"value":{"data":{"mtaPremiumAfterIssue":null,"periodAdminFee":80,"periodBrokerCommission":174.38,"periodCustomerTotal":855,"periodIpt":0,"periodPremium":775},"fields":[{"name":"periodPremium","title":"Premium"},{"name":"periodIpt","title":"IPT"},{"name":"periodAdminFee","title":"UW Fee"},{"name":"periodBrokerCommission","title":"Broker commission"},{"name":"periodCustomerTotal","title":"Total"}],"installments":[{"policy_id":1001,"object":"Professional Indemnity","objectType":"insuredItem","object_id":"a1b2c3d4e5f60","product":"professionalIndemnity","carrier":"Example Insurer","payer":"partner","dueDate":"2026-11-30","premium":775,"customerTotal":775,"brokerComm":174.38,"binderBrokerComm":0,"mgaComm":271.25,"mgaNetComm":96.87,"carrierNet":503.75,"ipt":0,"vat":0,"adminFee":0,"accessoriesFee":0,"installmentFee":0,"insurerFee":0,"stampFee":0,"fee1":0,"fireTax":0,"levy":0,"natCat":0,"compFund":0,"compFundM":0,"surplus":0},{"policy_id":1001,"object":null,"objectType":null,"object_id":null,"product":null,"carrier":null,"payer":"partner","dueDate":"2026-11-30","premium":0,"customerTotal":80,"adminFee":80,"brokerComm":0,"brokerFee":0,"binderBrokerComm":0,"mgaComm":0,"mgaNetComm":0,"carrierNet":0,"ipt":0,"vat":0,"installmentFee":0,"insurerFee":0,"stampFee":0,"fee1":0,"fireTax":0,"levy":0,"natCat":0,"compFund":0,"compFundM":0,"surplus":0}]},"key":"professional-indemnity","summary":"Professional Indemnity - Get policy financials (GET response)","description":[{"$$mdtype":"Node","type":"paragraph","attributes":{},"children":[{"$$mdtype":"Node","type":"inline","attributes":{},"children":[{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"Total period premium for the currently chosen or defaulted package, plus the installment breakdown. The UW fee ("},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"periodAdminFee"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":") is returned as a separate installment line with no object or product."},"children":[]}]}]}],"id":"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1calculation/get/responses/200/content/application~1json/examples/professional-indemnity"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1bind/post/requestBody/content/application~1json/examples/stress-free-cover":{"value":{"binder":{"id":10},"broker":{"shortName":"Example Brokers"},"customer":{"corAddress":{"zip":"AB1 2CD"},"country":"Estonia","customerType":"Individual","email":"customer@example.com","name":"Example Customer","sanctionsSearch":{"sanctionsCheckStatus":"notChecked"}},"documents":{"documents":[]},"endorsements":[],"internalNotes":[{"name":"Underwriting note","text":"Customer confirmed details by phone."}],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"data":{"country":"Estonia","name":"Stress Free Cover"},"include":true,"onCover":false,"products":{"stressFreeCover":{"data":{"name":"stressFreeCover"},"financials":{"insurers":[{"insurer":"Example Insurer","isLead":false}],"premium":0,"premiumIptPcs":12},"include":true,"onCover":false}}}]},"policy":{"currency":"GBP","dateExpiry":"2027-02-21T16:00:00Z","dateInception":"2026-04-22T00:00:00+01:00","financials":{"adminFeeSum":0},"params":{"productTag":"Stress Free Cover"},"usingUnderwritingFee":"No"},"referralComments":[],"schedules":{"firstPayment":{"dueDate":"2026-05-31"},"payMonthFrequency":12,"payer":"partner","paymentTerm":14},"schema":{"name":"stress-free-cover","type":"policy","version":12}},"key":"stress-free-cover","summary":"Stress Free Cover","id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1bind/post/requestBody/content/application~1json/examples/stress-free-cover"},"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1bind/post/requestBody/content/application~1json/examples/professional-indemnity":{"value":{"broker":{"shortName":"Example Brokers","authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5"}},"claims":{"claims":"No"},"conditions":{"cyberBreach":"Agree","diarySystem":"Agree","engagementLetters":"Agree","handleMoney":"Agree","icaew":"Agree","policyDeclined":"Agree","receivedClaim":"Agree","sanctionedIndividual":"Agree","singleFee":"Agree","workUK":"Agree"},"customer":{"name":"Example Accountants Ltd","customerType":"Company","dateEstablished":"2000-01-01","corAddress":{"street":"1 Example Street","city":"London","county":"Greater London","zip":"AB1 2CD","country":"England"},"trade":"Accountant","audit":"Disagree","directorship":"Agree","bookkeeping":"Agree","acca":"No","soleTrader":"No","otherWork":"Yes","otherWorkDetails":"Occasional payroll bureau services for existing clients"},"documents":{"documents":[]},"endorsements":[],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"data":{},"products":{"professionalIndemnity":{"data":{"income":200000,"offshoreTax":"No","banking":"No","entertainment":"No"}}}}]},"packages":{"package":"£100,000"},"policy":{"currency":"GBP","dateInception":"2026-10-07","dateExpiry":"2027-10-06","package":100000,"piInsurance":"No","usingUnderwritingFee":"No","automaticRenewal":"yes","forceReferral":"yes"},"schedules":{"payMonthFrequency":12,"payer":"partner","paymentTerm":14,"firstPayment":{"dueDate":"2026-11-30"}},"schema":{"name":"professionalindemnity","type":"policy","version":31}},"key":"professional-indemnity","summary":"Professional Indemnity - Quote payload","description":[{"$$mdtype":"Node","type":"paragraph","attributes":{},"children":[{"$$mdtype":"Node","type":"inline","attributes":{},"children":[{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"Full quote payload, used to create, update, calculate and bind a quote. "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"packages.package"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" switches the chosen limit of indemnity on calculate."},"children":[]}]}]}],"id":"paths/~1api~1v1~1ledger~1sales~1policies~1{policyId}~1bind/post/requestBody/content/application~1json/examples/professional-indemnity"},"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1issue/post/requestBody/content/application~1json/examples/PostBindQuoteExample":{"value":[],"key":"PostBindQuoteExample","summary":"The request structure is specific per product","id":"paths/~1api~1v1~1ledger~1sales~1policies~1{id}~1issue/post/requestBody/content/application~1json/examples/PostBindQuoteExample"},"paths/~1api~1v1~1ledger~1policies~1{policyId}~1links/get/responses/200/content/application~1json/examples/stress-free-cover":{"value":{"data":{"binder":{"contractDetails":{"endDate":"2099-12-31","product":"stress-free-cover","startDate":"2025-12-21","status":"active"},"id":10,"limitations":[],"schema":{"name":"binder","type":"binder","version":3},"shares":[{"id":"id00000000000001","insurers":[{"allowCommSacrifice":false,"grossCommPct":37.5,"insurer":"Example Insurer","isLead":true,"premiumSharePct":100}],"objectType":"insuredItem","risk":"stressFreeCover"}],"summary":{"name":"Stress Free Cover","umr":"EXAMPLE-UMR-0001"}},"broker":{"authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5"},"commission":{"commDate":"2026-04-21","commPctDefault":{"commissionSacrificeNegative":15,"commissionSacrificePositive":15,"commissionType":"%","effectivePeriodStartDate":"2026-04-01","newSalesCommission":15,"product":"stress-free-cover","renewalCommission":15}},"email":"broker@example.com","name":"Example Insurance Brokers Ltd","salesChannel":"Online","shortName":"Example Brokers","userEmail":"broker.user@example.com"},"customer":{"corAddress":{"zip":"AB1 2CD"},"country":"Estonia","customerType":"Individual","email":"customer@example.com","id":5001,"name":"Example Customer","sanctionsSearch":{"relatedSearchLink":"https://www.sanctionssearch.com/members/search/details/10000001","sanctionsCheckStatus":"noMatch","searchRequestUUID":"b7d4e2a9-1c3f-4a6e-8b05-9e2f7c1d3a48"}},"documents":{"documents":[]},"internalNotes":[],"isPaid":true,"objects":{"insuredItem":[{"data":{"country":"England","name":"Stress Free Cover","originalCalculationDate":"2026-04-21"},"id":"a1b2c3d4e5f60","include":true,"onCover":true,"products":{"stressFreeCover":{"data":{"name":"stressFreeCover"},"financials":{"insurers":[{"allowCommSacrifice":false,"commPct":15,"grossCommPct":37.5,"id":"a1b2c3d4e5f61","insurer":"Example Insurer","isLead":true,"premiumSharePct":100}],"premium":384.3,"premiumIptPcs":12},"include":true,"onCover":true}}}]},"policy":{"authorUser":{"email":"broker.user@example.com","name":"Broker User","sub":"724574f4-20a1-7074-135a-b7213ef692b5"},"createdBy":"Broker User","currency":"GBP","dateExpiry":"2026-06-21T20:59:00+01:00","dateInception":"2026-04-22T00:00:00+01:00","dateIssue":"2026-04-21","financials":{"adminFeeSum":0},"id":2001,"originalCalculationDate":"2026-04-21","params":{"productTag":"Stress Free Cover"},"policyNo":"SFR100000001","usingUnderwritingFee":"No"},"quote":{"id":1001},"schedules":{"firstPayment":{"dueDate":"2026-05-31"},"payMonthFrequency":12,"payer":"partner","paymentTerm":14},"schema":{"name":"stress-free-cover","type":"policy","version":12}},"meta":{"schemaPath":"policy/policy-view/stress-free-cover/12","status":"policy_issued","version":1}},"key":"stress-free-cover","summary":"Stress Free Cover - Get policy (GET response)","id":"paths/~1api~1v1~1ledger~1policies~1{policyId}~1links/get/responses/200/content/application~1json/examples/stress-free-cover"},"paths/~1api~1v1~1ledger~1policies~1{policyId}~1links/get/responses/200/content/application~1json/examples/professional-indemnity":{"value":{"data":{"bound":true,"isPaid":true,"broker":{"name":"Example Insurance Brokers Ltd","shortName":"Example Brokers","authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5"},"commission":{"commDate":"2026-10-08","commPctDefault":{"product":"professionalindemnity","commissionType":"%","newSalesCommission":22.5,"renewalCommission":22.5,"commissionSacrificePositive":22.5,"commissionSacrificeNegative":22.5,"effectivePeriodStartDate":"2025-11-24"}}},"claims":{"claims":"No"},"conditions":{"cyberBreach":"Agree","diarySystem":"Agree","engagementLetters":"Agree","handleMoney":"Agree","icaew":"Agree","policyDeclined":"Agree","receivedClaim":"Agree","sanctionedIndividual":"Agree","singleFee":"Agree","workUK":"Agree"},"customer":{"id":5001,"name":"Example Accountants Ltd","customerType":"Company","dateEstablished":"2000-01-01","corAddress":{"street":"1 Example Street","city":"Douglas","county":"Isle of Man","zip":"IM1 1AA","country":"Isle of Man","streetZip":"1 Example Street, IM1 1AA, Douglas, Isle of Man, Isle of Man"},"trade":"Accountant","audit":"Disagree","directorship":"Agree","bookkeeping":"Agree","acca":"No","soleTrader":"No","otherWork":"Yes","otherWorkDetails":"Occasional payroll bureau services for existing clients","riskCode":"E5","coverSummary":"","wording":""},"documents":{"documents":[{"documentCategory":"quote","documentType":"quote","fileUpload":false,"file":{"documentId":9001,"filename":"Quote Schedule_PI_00000001.pdf","mime":"application/pdf","createdAt":"2026-10-08"}},{"documentCategory":"quote","documentType":"quoteSOF","fileUpload":false,"file":{"documentId":9002,"filename":"Quote Statement of Fact_PI_00000001.pdf","mime":"application/pdf","createdAt":"2026-10-08"}},{"documentCategory":"policyIssue","documentType":"wording","fileUpload":false,"file":{"documentId":9003,"filename":"PI Policy Wording.pdf","mime":"application/pdf","createdAt":"2026-10-08"}},{"documentCategory":"policyIssue","documentType":"summary","fileUpload":false,"file":{"documentId":9004,"filename":"PI Policy Summary.pdf","mime":"application/pdf","createdAt":"2026-10-08"}},{"documentCategory":"policyIssue","documentType":"importantInformation","fileUpload":false,"file":{"documentId":9005,"filename":"PI Important Information.pdf","mime":"application/pdf","createdAt":"2026-10-08"}},{"documentCategory":"policyIssue","documentType":"policySOF","fileUpload":false,"file":{"documentId":9006,"filename":"Policy Statement of Fact_PI_00000001.pdf","mime":"application/pdf","createdAt":"2026-10-08"}},{"documentCategory":"policyIssue","documentType":"policy","fileUpload":false,"file":{"documentId":9007,"filename":"Policy Schedule_PI_00000001.pdf","mime":"application/pdf","createdAt":"2026-10-08"}}]},"endorsements":[{"id":"SUWPI004","name":"SUWPI004 - Cyber & Data Protection Endorsement IUA","type":"automatic","lang":"en","group":null,"document":null,"deleted":false,"editable":false,"removable":true,"infoForUW":"Please select an endorsement from the picklist or begin typing a free format endorsement in the same input cell","text":"Cyber & Data Protection Endorsement IUA
It is hereby understood and agreed:
1) This endorsement takes priority over any other provision in this policy.
…","translatable":[{"lang":"en","name":"SUWPI004 - Cyber & Data Protection Endorsement IUA","description":"Cyber & Data Protection Endorsement IUA
…"}]}],"internalNotes":[],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"id":"a1b2c3d4e5f60","data":{"name":"Professional Indemnity","originalCalculationDate":"2026-10-08"},"include":true,"onCover":true,"products":{"professionalIndemnity":{"include":true,"onCover":true,"data":{"name":"professionalIndemnity","class":"Casualty","hiddenTrade":"Accountant","income":200000,"offshoreTax":"No","banking":"No","entertainment":"No","rateCategory":"Medium","feeBand":"£175,001 to £250,000","indemnityBasis":"Any one claim (defence costs in addition)","limit":250000,"PiExcess":1000,"achievedPremium":775}}}}]},"packages":{"package":"£250,000","optionalRisks":[],"packages":[{"id":"package00000001","name":"£100,000","title":"£100,000"},{"id":"package00000002","name":"£250,000","title":"£250,000"},{"id":"package00000003","name":"£500,000","title":"£500,000"},{"id":"package00000004","name":"£1,000,000","title":"£1,000,000"},{"id":"package00000005","name":"£1,500,000","title":"£1,500,000"},{"id":"package00000006","name":"£2,000,000","title":"£2,000,000"}],"premiums":[{"id":"premium00000001","package":"£100,000","premium":625,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"},{"id":"premium00000002","package":"£250,000","premium":775,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"},{"id":"premium00000003","package":"£500,000","premium":900,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"},{"id":"premium00000004","package":"£1,000,000","premium":1075,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"},{"id":"premium00000005","package":"£1,500,000","premium":1300,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"},{"id":"premium00000006","package":"£2,000,000","premium":1525,"product":"professionalIndemnity","objectId":"a1b2c3d4e5f60","objectType":"insuredItem"}],"risks":[{"id":"risk000000000001","package":"£100,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000002","package":"£250,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000003","package":"£500,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000004","package":"£1,000,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000005","package":"£1,500,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]},{"id":"risk000000000006","package":"£2,000,000","risks":[{"objectType":"insuredItem","products":{"optional":[],"required":["professionalIndemnity"]}}]}]},"policy":{"id":2001,"policyNo":"PI/00000001","createdBy":"Broker User","authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5","name":"Broker User","email":"broker.user@example.com"},"currency":"GBP","dateInception":"2026-10-07","dateExpiry":"2027-10-06","dateIssue":"2026-10-08","dateQuoteValidUntil":"2026-11-07","firstCalculationDate":"2026-10-08","originalCalculationDate":"2026-10-08","quoteBoundDate":"2026-10-08","quoteBoundByUserId":101,"package":250000,"limitStatic":"Limit of Indemnity","piInsurance":"No","usingUnderwritingFee":"No","automaticRenewal":"yes","forceReferral":"yes","financials":{"adminFeeSum":80},"params":{"productTag":"Professional Indemnity"}},"quote":{"id":1001},"referralComments":[{"id":"refcomment000001","status":"in-manual-referral","text":"Other work activity declared - please review.","time":"2026-10-08T08:06:41.312312Z","user":"Broker User","userSub":"724574f4-20a1-7074-135a-b7213ef692b5"},{"id":"refcomment000002","status":"manual-accepted","text":"Reviewed and accepted.","time":"2026-10-08T08:07:15.202551Z","user":"Underwriter User","userSub":"8c5e1f3a-2b7d-4c9e-a1f0-6d4b3e2a9c87"}],"referrals":{"status":"referral-not-needed","comment":"Reviewed and accepted.","acceptanceRoles":[],"declineRoles":["Underwriter"],"editRoles":["Underwriter"],"roles":{"accept":[{"id":"role000000accept","role":"Underwriter"}],"decline":[{"id":"role00000decline","role":"Underwriter"}],"edit":[{"id":"role0000000edit","role":"Underwriter"}]},"rules":[{"id":"REF001","type":"referral","accepted":true,"external":false,"message":"Referred as 'other work activity' selected. Please select the 'Send referral' button to refer this quote to our underwriters.","fields":["customer.otherWork"],"fieldValues":{"customer.otherWork":"Yes"},"varValues":{"otherWork":"Yes"}},{"id":"REF003","type":"referral","accepted":true,"external":false,"message":"Refer - inception date is before today's date.","fields":["policy.dateInception"],"fieldValues":{"policy.dateInception":"2026-10-07"},"varValues":{"dateInception":"2026-10-07"}},{"id":"REF002","type":"referral","accepted":true,"external":false,"message":"Referred - tax exempt","fields":["customer.corAddress.country"],"fieldValues":{"customer.corAddress.country":"Isle of Man"},"varValues":{"country":"Isle of Man"}}]},"schedules":{"payMonthFrequency":12,"payer":"partner","paymentTerm":14,"firstPayment":{"dueDate":"2026-11-30"}},"schema":{"name":"professionalindemnity","type":"policy","version":31}},"links":{"policy:mta":"https://example.app.insly.com/api/v1/ledger/policies/2001","policy:data-change":"https://example.app.insly.com/api/v1/ledger/policies/2001/data-change","policy:terminate":"https://example.app.insly.com/api/v1/ledger/policies/2001/terminate"},"meta":{"schemaPath":"policy/policy-view/professionalindemnity/31","status":"policy_issued","version":1}},"key":"professional-indemnity","summary":"Professional Indemnity - Get policy data (response)","description":[{"$$mdtype":"Node","type":"paragraph","attributes":{},"children":[{"$$mdtype":"Node","type":"inline","attributes":{},"children":[{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"Issued policy returned by GET /policies/{policyId}/links. Contains the full policy payload (including generated documents, per-package premiums and the referral history in "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"referralComments"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"), the original quote ID in "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"quote.id"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":", and "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"links"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" to the follow-up policy actions (MTA, technical data change, termination)."},"children":[]}]}]}],"id":"paths/~1api~1v1~1ledger~1policies~1{policyId}~1links/get/responses/200/content/application~1json/examples/professional-indemnity"},"paths/~1api~1v1~1ledger~1policies~1{policyId}~1terminate~1premiums/post/requestBody/content/application~1json/example":{"value":{"policy":{"terminationType":"pro-rata","terminationDate":"2023-05-05","terminationSum":15,"shortRatePct":1}},"id":"paths/~1api~1v1~1ledger~1policies~1{policyId}~1terminate~1premiums/post/requestBody/content/application~1json/example"},"paths/~1api~1v1~1ledger~1policies~1{policyId}~1terminate/post/requestBody/content/application~1json/examples/full-rollback-termination":{"value":{"policy":{"terminationType":"full-rollback","terminationReason":"Optional reason"},"financials":{"adminFeeSum":0}},"key":"full-rollback-termination","summary":"Termination with type full-rollback","id":"paths/~1api~1v1~1ledger~1policies~1{policyId}~1terminate/post/requestBody/content/application~1json/examples/full-rollback-termination"},"paths/~1api~1v1~1ledger~1policies~1{policyId}~1terminate/post/requestBody/content/application~1json/examples/manual-termination":{"value":{"policy":{"terminationType":"manual","terminationDate":"2022-02-15","terminationReason":"Optional reason"},"financials":{"adminFeeSum":0}},"key":"manual-termination","summary":"Termination with type manual","id":"paths/~1api~1v1~1ledger~1policies~1{policyId}~1terminate/post/requestBody/content/application~1json/examples/manual-termination"},"paths/~1api~1v1~1ledger~1policies~1{policyId}~1terminate/post/requestBody/content/application~1json/examples/pro-rata-termination":{"value":{"policy":{"terminationType":"pro-rata","terminationDate":"2022-02-15","terminationReason":"Optional reason"},"financials":{"adminFeeSum":0}},"key":"pro-rata-termination","summary":"Termination with type pro-rata","id":"paths/~1api~1v1~1ledger~1policies~1{policyId}~1terminate/post/requestBody/content/application~1json/examples/pro-rata-termination"},"paths/~1api~1v1~1ledger~1customers~1policies~1{policyId}~1custom-view~1installments/get/responses/200/content/application~1json/examples/management-liability-companies":{"value":{"data":{"header":"Installments","type":"installments","columns":[{"id":"version","title":"#"},{"id":"dueDate","title":"Due date"},{"id":"invoiceNo","title":"Invoice No"},{"id":"product","title":"Product"},{"id":"carrier","title":"Carrier"},{"id":"premium","title":"Premium"},{"id":"adminFee","title":"Administration fee"},{"id":"customerTotal","title":"Customer Total"},{"id":"ipt","title":"IPT"},{"id":"carrierNet","title":"Carrier Net"},{"id":"mgaComm","title":"MGA Commission"},{"id":"brokerComm","title":"Broker Commission"},{"id":"binderBrokerComm","title":"Binder broker Commission"},{"id":"status","title":"Status"}],"groupBy":[],"rows":[{"policy_id":2001,"dueDate":"2025-09-03","invoiceNo":"100000001","payer":"partner","customerTotal":90.09,"premium":80.44,"adminFee":0,"fee1":0,"vat":0,"carrierNet":64.35,"mgaComm":16.09,"brokerComm":16.09,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f60","product":"cllIncreasedFraudCover","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"mgaNetComm":0,"ipt":9.65,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"},{"policy_id":2001,"dueDate":"2025-09-03","invoiceNo":"100000001","payer":"partner","customerTotal":182.1,"premium":162.59,"adminFee":0,"fee1":0,"vat":0,"carrierNet":130.07,"mgaComm":32.52,"brokerComm":32.52,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f60","product":"companyLegalLiability","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"mgaNetComm":0,"ipt":19.51,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"},{"policy_id":2001,"dueDate":"2025-09-03","invoiceNo":"100000001","payer":"partner","customerTotal":104.06,"premium":92.91,"adminFee":0,"fee1":0,"vat":0,"carrierNet":74.33,"mgaComm":18.58,"brokerComm":18.58,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f60","product":"directorsOfficersTrusteeLiability","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"mgaNetComm":0,"ipt":11.15,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"},{"policy_id":2001,"dueDate":"2025-09-03","invoiceNo":"100000001","payer":"partner","customerTotal":182.1,"premium":162.59,"adminFee":0,"fee1":0,"vat":0,"carrierNet":130.07,"mgaComm":32.52,"brokerComm":32.52,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f60","product":"employmentPracticesLiability","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"mgaNetComm":0,"ipt":19.51,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"}],"totals":[{"premium":498.53,"adminFee":0,"fee1":0,"vat":0,"customerTotal":558.35,"carrierNet":398.82,"mgaComm":99.71,"brokerComm":99.71,"binderBrokerComm":0,"overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"mgaNetComm":0,"ipt":59.82,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0}]}},"key":"management-liability-companies","summary":"Management Liability - Companies quote creation request","id":"paths/~1api~1v1~1ledger~1customers~1policies~1{policyId}~1custom-view~1installments/get/responses/200/content/application~1json/examples/management-liability-companies"},"paths/~1api~1v1~1ledger~1customers~1policies~1{policyId}~1custom-view~1installments/get/responses/200/content/application~1json/examples/management-liability-charities-and-clubs":{"value":{"data":{"header":"Installments","type":"installments","columns":[{"id":"version","title":"#"},{"id":"dueDate","title":"Due date"},{"id":"invoiceNo","title":"Invoice No"},{"id":"product","title":"Product"},{"id":"carrier","title":"Carrier"},{"id":"premium","title":"Premium"},{"id":"adminFee","title":"Administration fee"},{"id":"customerTotal","title":"Customer Total"},{"id":"ipt","title":"IPT"},{"id":"carrierNet","title":"Carrier Net"},{"id":"mgaComm","title":"MGA Commission"},{"id":"brokerComm","title":"Broker Commission"},{"id":"binderBrokerComm","title":"Binder broker Commission"},{"id":"status","title":"Status"}],"groupBy":[],"rows":[{"policy_id":2002,"dueDate":"2025-09-04","invoiceNo":"100000002","payer":"partner","customerTotal":59.51,"premium":53.13,"adminFee":0,"fee1":0,"vat":0,"carrierNet":32,"mgaComm":21.13,"brokerComm":19.8,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f61","product":"cllIncreasedFraudCover","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"accessoriesFee":0,"mgaNetComm":1.33,"ipt":6.38,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"},{"policy_id":2002,"dueDate":"2025-09-04","invoiceNo":"100000002","payer":"partner","customerTotal":198.84,"premium":177.54,"adminFee":0,"fee1":0,"vat":0,"carrierNet":106.92,"mgaComm":70.62,"brokerComm":66.16,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f61","product":"companyLegalLiability","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"accessoriesFee":0,"mgaNetComm":4.46,"ipt":21.3,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"},{"policy_id":2002,"dueDate":"2025-09-04","invoiceNo":"100000002","payer":"partner","customerTotal":88.37,"premium":78.9,"adminFee":0,"fee1":0,"vat":0,"carrierNet":47.52,"mgaComm":31.38,"brokerComm":29.4,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f61","product":"directorsOfficersTrusteeLiability","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"accessoriesFee":0,"mgaNetComm":1.98,"ipt":9.47,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"},{"policy_id":2002,"dueDate":"2025-09-04","invoiceNo":"100000002","payer":"partner","customerTotal":154.65,"premium":138.08,"adminFee":0,"fee1":0,"vat":0,"carrierNet":83.16,"mgaComm":54.92,"brokerComm":51.46,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f61","product":"employmentPracticesLiability","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"accessoriesFee":0,"mgaNetComm":3.46,"ipt":16.57,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"}],"totals":[{"premium":447.65,"adminFee":0,"fee1":0,"vat":0,"customerTotal":501.37,"carrierNet":269.6,"mgaComm":178.05,"brokerComm":166.82,"binderBrokerComm":0,"overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"accessoriesFee":0,"mgaNetComm":11.23,"ipt":53.72,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0}]}},"key":"management-liability-charities-and-clubs","summary":"Management Liability - Charities and Clubs","id":"paths/~1api~1v1~1ledger~1customers~1policies~1{policyId}~1custom-view~1installments/get/responses/200/content/application~1json/examples/management-liability-charities-and-clubs"},"paths/~1api~1v1~1ledger~1customers~1policies~1{policyId}~1custom-view~1installments/get/responses/200/content/application~1json/examples/management-liability-resident-associations":{"value":{"data":{"header":"Installments","type":"installments","columns":[{"id":"version","title":"#"},{"id":"dueDate","title":"Due date"},{"id":"invoiceNo","title":"Invoice No"},{"id":"product","title":"Product"},{"id":"carrier","title":"Carrier"},{"id":"premium","title":"Premium"},{"id":"adminFee","title":"Administration fee"},{"id":"customerTotal","title":"Customer Total"},{"id":"ipt","title":"IPT"},{"id":"carrierNet","title":"Carrier Net"},{"id":"mgaComm","title":"MGA Commission"},{"id":"brokerComm","title":"Broker Commission"},{"id":"binderBrokerComm","title":"Binder broker Commission"},{"id":"status","title":"Status"}],"groupBy":[],"rows":[{"policy_id":2003,"dueDate":"2025-09-07","invoiceNo":"100000003","payer":"partner","customerTotal":66.45,"premium":59.33,"adminFee":0,"fee1":0,"vat":0,"carrierNet":36,"mgaComm":23.33,"brokerComm":21.83,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f62","product":"cllIncreasedFraudCover","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"accessoriesFee":0,"mgaNetComm":1.5,"ipt":7.12,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"},{"policy_id":2003,"dueDate":"2025-09-07","invoiceNo":"100000003","payer":"partner","customerTotal":71.64,"premium":63.97,"adminFee":0,"fee1":0,"vat":0,"carrierNet":38.83,"mgaComm":25.14,"brokerComm":23.53,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f62","product":"companyLegalLiability","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"accessoriesFee":0,"mgaNetComm":1.61,"ipt":7.67,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"},{"policy_id":2003,"dueDate":"2025-09-07","invoiceNo":"100000003","payer":"partner","customerTotal":71.64,"premium":63.96,"adminFee":0,"fee1":0,"vat":0,"carrierNet":38.81,"mgaComm":25.15,"brokerComm":23.53,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f62","product":"directorsOfficersTrusteeLiability","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"accessoriesFee":0,"mgaNetComm":1.62,"ipt":7.68,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"},{"policy_id":2003,"dueDate":"2025-09-07","invoiceNo":"100000003","payer":"partner","customerTotal":66.45,"premium":59.33,"adminFee":0,"fee1":0,"vat":0,"carrierNet":36,"mgaComm":23.33,"brokerComm":21.83,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f62","product":"employmentPracticesLiability","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"accessoriesFee":0,"mgaNetComm":1.5,"ipt":7.12,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Insurance coverages","status":"not paid"}],"totals":[{"premium":246.59,"adminFee":0,"fee1":0,"vat":0,"customerTotal":276.18,"carrierNet":149.64,"mgaComm":96.95,"brokerComm":90.72,"binderBrokerComm":0,"overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"accessoriesFee":0,"mgaNetComm":6.23,"ipt":29.59,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0}]}},"key":"management-liability-resident-associations","summary":"Management Liability - Resident Associations","id":"paths/~1api~1v1~1ledger~1customers~1policies~1{policyId}~1custom-view~1installments/get/responses/200/content/application~1json/examples/management-liability-resident-associations"},"paths/~1api~1v1~1ledger~1customers~1policies~1{policyId}~1custom-view~1installments/get/responses/200/content/application~1json/examples/professional-indemnity":{"value":{"data":{"header":"Installments","type":"installments","columns":[{"id":"version","title":"#"},{"id":"dueDate","title":"Due date"},{"id":"invoiceNo","title":"Invoice No"},{"id":"product","title":"Product"},{"id":"carrier","title":"Carrier"},{"id":"premium","title":"Premium"},{"id":"adminFee","title":"Administration fee"},{"id":"customerTotal","title":"Customer Total"},{"id":"ipt","title":"IPT"},{"id":"carrierNet","title":"Carrier Net"},{"id":"mgaComm","title":"MGA Commission"},{"id":"brokerComm","title":"Broker Commission"},{"id":"binderBrokerComm","title":"Binder broker Commission"},{"id":"status","title":"Status"}],"groupBy":[],"rows":[{"policy_id":2001,"dueDate":"2026-11-30","invoiceNo":"100000001","payer":"partner","customerTotal":775,"premium":775,"adminFee":0,"accessoriesFee":0,"fee1":0,"vat":0,"carrierNet":503.75,"mgaComm":271.25,"brokerComm":174.38,"binderBrokerComm":0,"object_id":"a1b2c3d4e5f60","product":"professionalIndemnity","carrier":"Example Insurer","overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"mgaNetComm":96.87,"ipt":0,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":"insuredItem","object":"Professional Indemnity","status":"not paid"},{"policy_id":2001,"dueDate":"2026-11-30","invoiceNo":"100000001","payer":"partner","customerTotal":80,"premium":0,"adminFee":80,"accessoriesFee":0,"fee1":0,"vat":0,"carrierNet":0,"mgaComm":0,"brokerComm":0,"binderBrokerComm":0,"object_id":null,"product":null,"carrier":null,"overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"mgaNetComm":0,"ipt":0,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0,"invoiceDocumentId":null,"objectType":null,"object":null,"status":"not paid"}],"totals":[{"premium":775,"adminFee":80,"accessoriesFee":0,"fee1":0,"vat":0,"customerTotal":855,"carrierNet":503.75,"mgaComm":271.25,"brokerComm":174.38,"binderBrokerComm":0,"overdueTotal":0,"totalPayments":0,"insurerFee":0,"installmentFee":0,"mgaNetComm":96.87,"ipt":0,"surplus":0,"stampFee":0,"fireTax":0,"gstOnBrokerCommission":0,"gstOnGrossCommission":0,"gstOnPremium":0,"compFund":0,"compFundM":0,"levy":0,"nonResident":0,"withholding":0}]}},"key":"professional-indemnity","summary":"Professional Indemnity - Get policy installments (response)","description":[{"$$mdtype":"Node","type":"paragraph","attributes":{},"children":[{"$$mdtype":"Node","type":"inline","attributes":{},"children":[{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"Customer policy installments returned by GET /customers/policies/{policyId}/custom-view/installments. "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"columns"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" lists the fields shown in the installments table; "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"rows"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" holds one line per product and due date, with the UW fee ("},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"adminFee"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":") as a separate line without an object or product; "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"totals"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" sums all rows. Annual payment ("},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"payMonthFrequency: 12"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"), so a single due date."},"children":[]}]}]}],"id":"paths/~1api~1v1~1ledger~1customers~1policies~1{policyId}~1custom-view~1installments/get/responses/200/content/application~1json/examples/professional-indemnity"},"paths/~1api~1v1~1ledger~1policies~1{id}~1data-change/put/responses/200/content/application~1json/examples/stress-free-cover":{"value":{"binder":{"id":10},"broker":{"shortName":"Example Brokers"},"customer":{"corAddress":{"zip":"AB1 2CD"},"country":"Estonia","customerType":"Individual","email":"customer@example.com","name":"Example Customer","sanctionsSearch":{"sanctionsCheckStatus":"notChecked"}},"documents":{"documents":[]},"endorsements":[],"internalNotes":[{"name":"Underwriting note","text":"Customer confirmed details by phone."}],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"data":{"country":"Estonia","name":"Stress Free Cover"},"include":true,"onCover":false,"products":{"stressFreeCover":{"data":{"name":"stressFreeCover"},"financials":{"insurers":[{"insurer":"Example Insurer","isLead":false}],"premium":0,"premiumIptPcs":12},"include":true,"onCover":false}}}]},"policy":{"currency":"GBP","dateExpiry":"2027-02-21T16:00:00Z","dateInception":"2026-04-22T00:00:00+01:00","financials":{"adminFeeSum":0},"params":{"productTag":"Stress Free Cover"},"usingUnderwritingFee":"No"},"referralComments":[],"schedules":{"firstPayment":{"dueDate":"2026-05-31"},"payMonthFrequency":12,"payer":"partner","paymentTerm":14},"schema":{"name":"stress-free-cover","type":"policy","version":12}},"key":"stress-free-cover","summary":"Stress Free Cover","id":"paths/~1api~1v1~1ledger~1policies~1{id}~1data-change/put/responses/200/content/application~1json/examples/stress-free-cover"},"paths/~1api~1v1~1ledger~1policies~1{id}~1data-change/put/responses/200/content/application~1json/examples/professional-indemnity":{"value":{"broker":{"shortName":"Example Brokers","authorUser":{"sub":"724574f4-20a1-7074-135a-b7213ef692b5"}},"claims":{"claims":"No"},"conditions":{"cyberBreach":"Agree","diarySystem":"Agree","engagementLetters":"Agree","handleMoney":"Agree","icaew":"Agree","policyDeclined":"Agree","receivedClaim":"Agree","sanctionedIndividual":"Agree","singleFee":"Agree","workUK":"Agree"},"customer":{"name":"Example Accountants Ltd","customerType":"Company","dateEstablished":"2000-01-01","corAddress":{"street":"1 Example Street","city":"London","county":"Greater London","zip":"AB1 2CD","country":"England"},"trade":"Accountant","audit":"Disagree","directorship":"Agree","bookkeeping":"Agree","acca":"No","soleTrader":"No","otherWork":"Yes","otherWorkDetails":"Occasional payroll bureau services for existing clients"},"documents":{"documents":[]},"endorsements":[],"notes":{"brokerAndUnderwriter":"Please contact the broker before binding."},"objects":{"insuredItem":[{"data":{},"products":{"professionalIndemnity":{"data":{"income":200000,"offshoreTax":"No","banking":"No","entertainment":"No"}}}}]},"packages":{"package":"£100,000"},"policy":{"currency":"GBP","dateInception":"2026-10-07","dateExpiry":"2027-10-06","package":100000,"piInsurance":"No","usingUnderwritingFee":"No","automaticRenewal":"yes","forceReferral":"yes"},"schedules":{"payMonthFrequency":12,"payer":"partner","paymentTerm":14,"firstPayment":{"dueDate":"2026-11-30"}},"schema":{"name":"professionalindemnity","type":"policy","version":31}},"key":"professional-indemnity","summary":"Professional Indemnity - Quote payload","description":[{"$$mdtype":"Node","type":"paragraph","attributes":{},"children":[{"$$mdtype":"Node","type":"inline","attributes":{},"children":[{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":"Full quote payload, used to create, update, calculate and bind a quote. "},"children":[]},{"$$mdtype":"Node","type":"code","inline":true,"attributes":{"content":"packages.package"},"children":[]},{"$$mdtype":"Node","type":"text","inline":true,"attributes":{"content":" switches the chosen limit of indemnity on calculate."},"children":[]}]}]}],"id":"paths/~1api~1v1~1ledger~1policies~1{id}~1data-change/put/responses/200/content/application~1json/examples/professional-indemnity"}},"securitySchemeStore":{"bearerAuth":{"id":"bearerAuth","type":"http","scheme":"bearer","bearerFormat":"JWT","description":"Login with email and password to get the authentication token","in":"header","paramName":"Token based Auth"}},"servers":[{"url":"https://ledger.app.beta.insly.training","description":"Beta"},{"url":"https://ledger.app.demo.insly.com","description":"Demo"}],"specType":"openapi"},"options":{"schemasExpansionLevel":2,"mockServer":{"off":true},"disableRouter":true,"downloadUrls":[{"url":"/_bundle/tenancy/accelerate/ledger-open-api/bundled.json?download"},{"url":"/_bundle/tenancy/accelerate/ledger-open-api/bundled.yaml?download"}],"excludeFromSearch":false,"replayFeatures":{"graphql":false},"specType":"openapi","markdocOptions":{"tags":{},"nodes":{},"components":{}},"metadata":{"title":"Ledger/Sales service","description":"access_token and use it for making requests to ledger services."}},"baseSlug":"/tenancy/accelerate/ledger-open-api/bundled","routesMapping":{}}