DAIS Documentation

Searching Policies

To search policies, use this endpoint:

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

Request JSON:

{
  "page": 0,
  "size": 20,
  "effectiveDateFrom": "2024-05-01",
  "effectiveDateTo": "2024-05-01",
  "expirationDateFrom": "2024-05-01",
  "expirationDateTo": "2024-06-01",
  "policyNumber": "4542",
  "insuredName": "Insured Business",
  "insuredDbaName": "Business Name",
  "insuredContactFirstName": "Insured",
  "insuredContactLastName": "Name",
  "insuredContactEmail": "insured@email.com",
  "insuredContactPhone": "1234567890",
  "agencyId": "UUID",
  "agencyName": "Agency A",
  "producerId": "UUID",
  "producerFirstName": "John",
  "producerLastName": "Doe",
  "producerEmail": "john.doe@email.com",
  "producerPhone": "123-456-7890",
  "carrierName": "Insurance Carrier",
  "anyMatch": "true"
}

Example response JSON:

{
  //... policy results
  "number": 0,
  "size": 20,
  "totalElements": 50, //how many policies total
  "last": false,
  "totalPages": 3,     //how many pages (ex, 50/20results per page = 3 pages )
  "sort": {
    "unsorted": true,
    "sorted": false,
    "empty": true
  },
  "first": true,
  "numberOfElements": 20, //how many elements on the page
  "empty": false
}

Request fields:

Property	Required	Description
`page`	`true`	The page to return
`size`	`true`	The number of results to return per page
`effectiveDateFrom`	`false`	The earliest effective date of the policy
`effectiveDateTo`	`false`	The latest effective date of the policy
`expirationDateFrom`	`false`	The earliest expiration date of the policy
`expirationDateTo`	`false`	The latest expiration date of the policy
`policyNumber`	`false`	The policy number to search for
`insuredName`	`false`	The name of the insured to search for
`insuredDbaName`	`false`	The DBA name of the insured to search for
`insuredContactFirstName`	`false`	The first name of the insured contact to search for
`insuredContactLastName`	`false`	The last name of the insured contact to search for
`insuredContactEmail`	`false`	The email of the insured contact to search for
`insuredContactPhone`	`false`	The phone number of the insured contact to search for
`agencyId`	`false`	The ID of the agency to search for
`agencyName`	`false`	The name of the agency to search for
`producerId`	`false`	The ID of the producer to search for
`producerFirstName`	`false`	The first name of the producer to search for
`producerLastName`	`false`	The last name of the producer to search for
`producerEmail`	`false`	The email of the producer to search for
`producerPhone`	`false`	The phone number of the producer to search for
`carrierName`	`false`	The name of the carrier to search for
`anyMatch`	`false`	Checks every field in the policyMeta field and the policynumber.

Note: each of the parameters supports wildcard search. For example, this request:

{
    "page": 0,
    "size": 20,
    "policyNumber": "4542"
}

Will return policies where the policy number is 'DAIS-00004542'

Getting Policy Detail

To retrieve a complete policy, use this endpoint:

GET: https://api.{ENV}.dais.com/ioi/v3/policy/{policyId}

Where {policyId} is the UUID of the policy to retrieve.

curl --location --request GET 'http://api.uat.dais.com/ioi/v3/policy/{policyId}' \
--header 'Authorization: Basic <yourAuthHere>' \
--header 'Content-Type: application/json' \
'

Request fields:

Property	Required	Description
`policyId`	`true`	UUID of the policy to retrieve