POST v1/Search/Policies

An Advanced search against policies

Request Information

URI Parameters

None.

Body Parameters

Defines the search criteria

Name	Type	Additional 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

Name	Type	Additional 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>2025-11-10T12:38:16.739262+00:00</d2p1:EffectiveDate>
      <d2p1:EffectiveDateString>11/10/2025</d2p1:EffectiveDateString>
      <d2p1:ExpirationDate>2025-11-10T12:38:16.739262+00:00</d2p1:ExpirationDate>
      <d2p1:ExpirationDateString>11/10/2025</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>2025-11-10T12:38:16.739262+00:00</d2p1:IntentToCancelDate>
      <d2p1:LOB>sample string 17</d2p1:LOB>
      <d2p1:LOBID>1</d2p1:LOBID>
      <d2p1:LatestAcordFormData xmlns:d4p1="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.Contracts.Entities.Policy">
        <d4p1:AcordFormID>1</d4p1:AcordFormID>
        <d4p1:AcordTemplateID>ebe3231c-cfa5-4fcd-b68b-3d82130f5670</d4p1:AcordTemplateID>
        <d4p1:BulkInsertId>28b0f30b-a2f8-41ce-9be3-8bb2d75d7074</d4p1:BulkInsertId>
        <d4p1:BulkInsertSessionId>a4781fa3-ec2a-440d-a945-b8a599cbfc30</d4p1:BulkInsertSessionId>
        <d4p1:CreatedBy>4</d4p1:CreatedBy>
        <d4p1:CreatedOn>2025-11-10T12:38:16.739262+00:00</d4p1:CreatedOn>
        <d4p1:CreatorName>sample string 10</d4p1:CreatorName>
        <d4p1:CustomerID>6</d4p1:CustomerID>
        <d4p1:Data>sample string 5</d4p1:Data>
        <d4p1:Description>sample string 7</d4p1:Description>
        <d4p1:EditionDate>2025-11-10T12:38:16.739262+00:00</d4p1:EditionDate>
        <d4p1:EndorsementID>1</d4p1:EndorsementID>
        <d4p1:FormNumber>sample string 8</d4p1:FormNumber>
        <d4p1:Locked>true</d4p1:Locked>
        <d4p1:LockedDate>2025-11-10T12:38:16.739262+00:00</d4p1:LockedDate>
        <d4p1:LockedMethod>sample string 12</d4p1:LockedMethod>
        <d4p1:MultipleLossPayees>true</d4p1:MultipleLossPayees>
        <d4p1:PolicyID>1</d4p1:PolicyID>
        <d4p1:PolicyNo>sample string 11</d4p1:PolicyNo>
        <d4p1:State>sample string 9</d4p1:State>
        <d4p1:rowNumber>1</d4p1:rowNumber>
        <d4p1:totalPages>1</d4p1:totalPages>
        <d4p1:totalRows>1</d4p1:totalRows>
      </d2p1:LatestAcordFormData>
      <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>2025-11-10T12:38:16.739262+00:00</d2p1:EffectiveDate>
      <d2p1:EffectiveDateString>11/10/2025</d2p1:EffectiveDateString>
      <d2p1:ExpirationDate>2025-11-10T12:38:16.739262+00:00</d2p1:ExpirationDate>
      <d2p1:ExpirationDateString>11/10/2025</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>2025-11-10T12:38:16.739262+00:00</d2p1:IntentToCancelDate>
      <d2p1:LOB>sample string 17</d2p1:LOB>
      <d2p1:LOBID>1</d2p1:LOBID>
      <d2p1:LatestAcordFormData xmlns:d4p1="http://schemas.datacontract.org/2004/07/QQSolutions.NextGen.Contracts.Entities.Policy">
        <d4p1:AcordFormID>1</d4p1:AcordFormID>
        <d4p1:AcordTemplateID>ebe3231c-cfa5-4fcd-b68b-3d82130f5670</d4p1:AcordTemplateID>
        <d4p1:BulkInsertId>28b0f30b-a2f8-41ce-9be3-8bb2d75d7074</d4p1:BulkInsertId>
        <d4p1:BulkInsertSessionId>a4781fa3-ec2a-440d-a945-b8a599cbfc30</d4p1:BulkInsertSessionId>
        <d4p1:CreatedBy>4</d4p1:CreatedBy>
        <d4p1:CreatedOn>2025-11-10T12:38:16.739262+00:00</d4p1:CreatedOn>
        <d4p1:CreatorName>sample string 10</d4p1:CreatorName>
        <d4p1:CustomerID>6</d4p1:CustomerID>
        <d4p1:Data>sample string 5</d4p1:Data>
        <d4p1:Description>sample string 7</d4p1:Description>
        <d4p1:EditionDate>2025-11-10T12:38:16.739262+00:00</d4p1:EditionDate>
        <d4p1:EndorsementID>1</d4p1:EndorsementID>
        <d4p1:FormNumber>sample string 8</d4p1:FormNumber>
        <d4p1:Locked>true</d4p1:Locked>
        <d4p1:LockedDate>2025-11-10T12:38:16.739262+00:00</d4p1:LockedDate>
        <d4p1:LockedMethod>sample string 12</d4p1:LockedMethod>
        <d4p1:MultipleLossPayees>true</d4p1:MultipleLossPayees>
        <d4p1:PolicyID>1</d4p1:PolicyID>
        <d4p1:PolicyNo>sample string 11</d4p1:PolicyNo>
        <d4p1:State>sample string 9</d4p1:State>
        <d4p1:rowNumber>1</d4p1:rowNumber>
        <d4p1:totalPages>1</d4p1:totalPages>
        <d4p1:totalRows>1</d4p1:totalRows>
      </d2p1:LatestAcordFormData>
      <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>