POST v1/Search/Policies

An Advanced search against policies

Request Information

URI Parameters

None.

Body Parameters

Defines the search criteria

FilterSearchPoliciesDTO
NameDescriptionTypeAdditional information
CustomerID

integer

None.

SearchValue

string

None.

IncludeActive

boolean

None.

IncludePending

boolean

None.

IncludeCancelled

boolean

None.

IncludeExpired

boolean

None.

IncludeVoided

boolean

None.

CarrierID

integer

None.

OfficeID

integer

None.

LOBID

integer

None.

PageNumber

integer

None.

PageSize

integer

None.

OrderBy

string

None.

SortDirection

SortOrder

None.

AgentID

integer

None.

FilterPolicyID

integer

None.

Language

string

None.

Request Formats

application/json, text/json

Sample:
{
  "CustomerID": 1,
  "SearchValue": "sample string 2",
  "IncludeActive": true,
  "IncludePending": true,
  "IncludeCancelled": true,
  "IncludeExpired": true,
  "IncludeVoided": true,
  "CarrierID": 8,
  "OfficeID": 9,
  "LOBID": 10,
  "PageNumber": 11,
  "PageSize": 12,
  "OrderBy": "sample string 13",
  "SortDirection": 0,
  "AgentID": 14,
  "FilterPolicyID": 15,
  "Language": "sample string 16"
}

application/xml, text/xml

Sample:
<FilterSearchPoliciesDTO xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Contacts">
  <AgentID>14</AgentID>
  <CarrierID>8</CarrierID>
  <CustomerID>1</CustomerID>
  <FilterPolicyID>15</FilterPolicyID>
  <IncludeActive>true</IncludeActive>
  <IncludeCancelled>true</IncludeCancelled>
  <IncludeExpired>true</IncludeExpired>
  <IncludePending>true</IncludePending>
  <IncludeVoided>true</IncludeVoided>
  <LOBID>10</LOBID>
  <Language>sample string 16</Language>
  <OfficeID>9</OfficeID>
  <OrderBy>sample string 13</OrderBy>
  <PageNumber>11</PageNumber>
  <PageSize>12</PageSize>
  <SearchValue>sample string 2</SearchValue>
  <SortDirection>Ascending</SortDirection>
</FilterSearchPoliciesDTO>

application/x-www-form-urlencoded

Sample:

Failed to generate the sample for media type 'application/x-www-form-urlencoded'. Cannot use formatter 'JQueryMvcFormUrlEncodedFormatter' to write type 'FilterSearchPoliciesDTO'.

Response Information

Resource Description

Complex policies search result

PageOfOfComplexPoliciesSearchResultDTO
NameDescriptionTypeAdditional information
Data

Collection of ComplexPoliciesSearchResultDTO

None.

PageNumber

integer

None.

PagesTotal

integer

None.

TotalItems

integer

None.

IsSuccess

boolean

None.

ErrorCode

string

None.

ErrorMessage

string

None.

DisplayMessage

string

None.

Links

Collection of PageLink

None.

Href

string

None.

Response Formats

application/json

Sample:

An exception has occurred while using the formatter 'JsonMediaTypeFormatter' to generate sample for media type 'application/json'. Exception message: Error getting value from 'PeriodDisplay' on 'QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Policies.ComplexPoliciesSearchResultDTO'.

text/json

Sample:

An exception has occurred while using the formatter 'JsonMediaTypeFormatter' to generate sample for media type 'text/json'. Exception message: Error getting value from 'PeriodDisplay' on 'QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Policies.ComplexPoliciesSearchResultDTO'.

application/xml, text/xml

Sample:
<PageOfComplexPoliciesSearchResultDTO xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects">
  <Data xmlns:d2p1="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.ModelLibrary.DataTransferObjects.Policies">
    <d2p1:ComplexPoliciesSearchResultDTO>
      <d2p1:AgentName>sample string 13</d2p1:AgentName>
      <d2p1:CSRName>sample string 14</d2p1:CSRName>
      <d2p1:CarrierID>19</d2p1:CarrierID>
      <d2p1:ClickLinkUrl>sample string 3</d2p1:ClickLinkUrl>
      <d2p1:CustomerID>8</d2p1:CustomerID>
      <d2p1:CustomerName>sample string 24</d2p1:CustomerName>
      <d2p1:Description>sample string 16</d2p1:Description>
      <d2p1:EffectiveDate>2024-12-11T06:47:33.3600644+00:00</d2p1:EffectiveDate>
      <d2p1:EffectiveDateString>12/11/2024</d2p1:EffectiveDateString>
      <d2p1:ExpirationDate>2024-12-11T06:47:33.3600644+00:00</d2p1:ExpirationDate>
      <d2p1:ExpirationDateString>12/11/2024</d2p1:ExpirationDateString>
      <d2p1:FuturePolicyBusinessType>sample string 30</d2p1:FuturePolicyBusinessType>
      <d2p1:FuturePolicyID>1</d2p1:FuturePolicyID>
      <d2p1:GetQuotesUrl>sample string 1</d2p1:GetQuotesUrl>
      <d2p1:HasIntentToCancel>28</d2p1:HasIntentToCancel>
      <d2p1:IntentReasonID>1</d2p1:IntentReasonID>
      <d2p1:IntentReasonName>sample string 29</d2p1:IntentReasonName>
      <d2p1:IntentToCancelDate>2024-12-11T06:47:33.3600644+00:00</d2p1:IntentToCancelDate>
      <d2p1:LOB>sample string 17</d2p1:LOB>
      <d2p1:LOBID>1</d2p1:LOBID>
      <d2p1:MGA>sample string 18</d2p1:MGA>
      <d2p1:MGAID>1</d2p1:MGAID>
      <d2p1:NonRenewal>true</d2p1:NonRenewal>
      <d2p1:ParentCarrier>sample string 22</d2p1:ParentCarrier>
      <d2p1:ParentCarrierNAIC>sample string 23</d2p1:ParentCarrierNAIC>
      <d2p1:Period>sample string 27</d2p1:Period>
      <d2p1:PolicyID>7</d2p1:PolicyID>
      <d2p1:PolicyNo>sample string 9</d2p1:PolicyNo>
      <d2p1:PolicyStatusCaption>sample string 4</d2p1:PolicyStatusCaption>
      <d2p1:PriorPolicyID>1</d2p1:PriorPolicyID>
      <d2p1:PriorPolicyNo>sample string 26</d2p1:PriorPolicyNo>
      <d2p1:PriorPolicyURL>sample string 2</d2p1:PriorPolicyURL>
      <d2p1:Status>sample string 12</d2p1:Status>
      <d2p1:TotalPremium>15</d2p1:TotalPremium>
      <d2p1:WritingCarrier>sample string 20</d2p1:WritingCarrier>
      <d2p1:WritingCarrierNAIC>sample string 21</d2p1:WritingCarrierNAIC>
      <d2p1:rowNumber>1</d2p1:rowNumber>
      <d2p1:totalPages>1</d2p1:totalPages>
      <d2p1:totalRows>1</d2p1:totalRows>
    </d2p1:ComplexPoliciesSearchResultDTO>
    <d2p1:ComplexPoliciesSearchResultDTO>
      <d2p1:AgentName>sample string 13</d2p1:AgentName>
      <d2p1:CSRName>sample string 14</d2p1:CSRName>
      <d2p1:CarrierID>19</d2p1:CarrierID>
      <d2p1:ClickLinkUrl>sample string 3</d2p1:ClickLinkUrl>
      <d2p1:CustomerID>8</d2p1:CustomerID>
      <d2p1:CustomerName>sample string 24</d2p1:CustomerName>
      <d2p1:Description>sample string 16</d2p1:Description>
      <d2p1:EffectiveDate>2024-12-11T06:47:33.3600644+00:00</d2p1:EffectiveDate>
      <d2p1:EffectiveDateString>12/11/2024</d2p1:EffectiveDateString>
      <d2p1:ExpirationDate>2024-12-11T06:47:33.3600644+00:00</d2p1:ExpirationDate>
      <d2p1:ExpirationDateString>12/11/2024</d2p1:ExpirationDateString>
      <d2p1:FuturePolicyBusinessType>sample string 30</d2p1:FuturePolicyBusinessType>
      <d2p1:FuturePolicyID>1</d2p1:FuturePolicyID>
      <d2p1:GetQuotesUrl>sample string 1</d2p1:GetQuotesUrl>
      <d2p1:HasIntentToCancel>28</d2p1:HasIntentToCancel>
      <d2p1:IntentReasonID>1</d2p1:IntentReasonID>
      <d2p1:IntentReasonName>sample string 29</d2p1:IntentReasonName>
      <d2p1:IntentToCancelDate>2024-12-11T06:47:33.3600644+00:00</d2p1:IntentToCancelDate>
      <d2p1:LOB>sample string 17</d2p1:LOB>
      <d2p1:LOBID>1</d2p1:LOBID>
      <d2p1:MGA>sample string 18</d2p1:MGA>
      <d2p1:MGAID>1</d2p1:MGAID>
      <d2p1:NonRenewal>true</d2p1:NonRenewal>
      <d2p1:ParentCarrier>sample string 22</d2p1:ParentCarrier>
      <d2p1:ParentCarrierNAIC>sample string 23</d2p1:ParentCarrierNAIC>
      <d2p1:Period>sample string 27</d2p1:Period>
      <d2p1:PolicyID>7</d2p1:PolicyID>
      <d2p1:PolicyNo>sample string 9</d2p1:PolicyNo>
      <d2p1:PolicyStatusCaption>sample string 4</d2p1:PolicyStatusCaption>
      <d2p1:PriorPolicyID>1</d2p1:PriorPolicyID>
      <d2p1:PriorPolicyNo>sample string 26</d2p1:PriorPolicyNo>
      <d2p1:PriorPolicyURL>sample string 2</d2p1:PriorPolicyURL>
      <d2p1:Status>sample string 12</d2p1:Status>
      <d2p1:TotalPremium>15</d2p1:TotalPremium>
      <d2p1:WritingCarrier>sample string 20</d2p1:WritingCarrier>
      <d2p1:WritingCarrierNAIC>sample string 21</d2p1:WritingCarrierNAIC>
      <d2p1:rowNumber>1</d2p1:rowNumber>
      <d2p1:totalPages>1</d2p1:totalPages>
      <d2p1:totalRows>1</d2p1:totalRows>
    </d2p1:ComplexPoliciesSearchResultDTO>
  </Data>
  <DisplayMessage>sample string 7</DisplayMessage>
  <ErrorCode>sample string 5</ErrorCode>
  <ErrorMessage>sample string 6</ErrorMessage>
  <Href>sample string 8</Href>
  <IsSuccess>true</IsSuccess>
  <Links>
    <PageLink>
      <Href>sample string 2</Href>
      <Rel>sample string 1</Rel>
    </PageLink>
    <PageLink>
      <Href>sample string 2</Href>
      <Rel>sample string 1</Rel>
    </PageLink>
  </Links>
  <PageNumber>1</PageNumber>
  <PagesTotal>2</PagesTotal>
  <TotalItems>3</TotalItems>
</PageOfComplexPoliciesSearchResultDTO>