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Dev API (For Internal IT Users Only)

Get Policy Status

Retrieves policy details including status, key identifiers, and metadata for a given policy key. Returns a list of policy summaries from the outbound-services-call API.

get
https://apinonprod.mosaicinsurance.com/policy/status

Query Parameters

policyKeystringrequired

Policy key (mandatory)

Example:22170

Headers

X-Origination-Sourcestringrequired

Identifies the calling system or channel that originated this request. Used for traceability and auditing across the platform.

Example:S01x

X-Audit-UserIdstringrequired

Identifier of the end user on whose behalf this request is made, recorded for audit trail purposes.

Example:jsmith

Response

application/json

Policy status retrieved successfully

PolicyStatusSummary

Summary of a policy returned by the /policies/status endpoint.

policykeyinteger

Internal policy key identifier

Example:1086334

policyactivitykeyinteger

Internal policy key identifier

Example:1141169

accountinteger

Account contact key

Example:4040940

insuredinteger

Insured contact key

Example:4040940

producerinteger

Producer contact key

Example:2000556

productinteger

Product identifier

Example:4

effectiveDatestring(date)

Policy effective date

Example:2026-01-15

expiryDatestring(date)

Policy expiry date

Example:2027-01-15

idinteger

Identifier

Example:0

policyStatusstring

Current status of the policy

Allowed values:Quote PreparationQuoteBoundSubmission DeclinedQuote NTU

Example:Bound

policyActivityStatusstring

Status of the policy

Allowed values:ActiveBoundCompletedPendingCancelledQuote NTU

Example:Bound

get/policy/status
 
application/json

Document Upload to DMS

Upload supporting documents to a policy’s DMS folder.

Upload document

Uploads a document to the DMS for a specific policy. Supports file uploads to designated locations within the policy’s DMS folder structure.

put
https://apinonprod.mosaicinsurance.com/uploaddocument

Query Parameters

policyKeystringrequired

Unique identifier of the policy

Example:20740

locationstring

Folder location within the DMS structure where the document should be uploaded. Spaces and special characters (%20 for space, %26 for &) are URL-encoded and will be decoded.

Example:Supporting Documents

policyReferencestring

Reference identifier for the policy (e.g., quote reference)

Example:F0022390

Headers

X-Origination-Sourcestringrequired

Identifies the calling system or channel that originated this request. Used for traceability and auditing across the platform.

Example:S01x

X-Audit-UserIdstringrequired

Identifier of the end user on whose behalf this request is made, recorded for audit trail purposes.

Example:jsmith

Body

multipart/form-data

File to be uploaded to the DMS

filestringrequired

File to be uploaded

Response

text/plain

Document uploaded successfully

string
put/uploaddocument

Body

No file selected
 
Error initializing code snippet
text/plain

Lookups

Look up contacts and allowed field values used across the platform.

Contacts

Returns XFI contacts filtered by the specified role code. Supports optional free-text filter on contact name/code and page-based pagination via the page/pageSize query parameters (internally translated to XFI’s _start/_num).

Response shape: the response returns total (XFI’s reported match count) and item (the array of matched contacts for this request). item entries are passed through from XFI’s summary object verbatim (not a fixed schema) so any new attribute XFI adds in future is available automatically without an API change; the properties listed below are the common ones.

Common role codes:

Code Role
USR Internal User (Underwriters)
ACC Account / Insured
PRD Producer / Broker
AGR Agreement Partner
OBG Obligor
REIND Reinsured
SCM Syndicate Capital Management
INS Insurer
COV Coverholder
DIV Division
SYN Syndicate
MBK Master Broker

All supported codes: INS, ATT, ACC, PRD, TAX, OTH, CLM, REIN, BCT, USR, EW, IA, EA, CA, AGR, PI, BINS, DIV, SYN, TCC, SRV, COV, LF, AUD, EXUSR, FRC, BA, SA, SOS, OFFTEAM, OBG, LG, RGA, INV, FIN, TAD, ENV, ITA, INA, BEN, ADO, ACF, UWC, BUY, SEL, TGT, PTF, REIND, SCM, PEB, MBK

get
https://apinonprod.mosaicinsurance.com/lookup/contacts

Query Parameters

roleCodestringrequired

XFI role code to filter contacts by. See description for full list.

Allowed values:INSATTACCPRDTAXOTHCLMREINBCTUSREWIAEACAAGRPIBINSDIVSYNTCCSRVCOVLFAUDEXUSRFRCBASASOSOFFTEAMOBGLGRGAINVFINTADENVITAINABENADOACFUWCBUYSELTGTPTFREINDSCMPEBMBK

Example:USR

contactReferencestring

Optional partial match on contact name or code (e.g. “Enbridge Inc.”, “MSR”).

Example:Enbridge Inc.

pageinteger

Page number, 1-based. Defaults to 1.

Default:1

>= 1

Example:1

pageSizeinteger

Number of results per page. Defaults to 25. Maximum 100.

Default:25

>= 1<= 100

Example:25

Headers

X-Origination-Sourcestringrequired

Identifies the calling system or channel that originated this request. Used for traceability and auditing across the platform.

Example:S01x

X-Audit-UserIdstringrequired

Identifier of the end user on whose behalf this request is made, recorded for audit trail purposes.

Example:jsmith

Response

application/json

Contacts retrieved successfully. Only ‘Active’ and ‘Not Approved’ broker information is pulled from XFI in the Lookup contact by roles endpoint response.

ContactFuzzySearchResponse

Response returned by the /lookup/contacts endpoint. Wraps XFI’s _count/_links.item[].summary payload as total/item.

totalinteger(int32)required

Total number of matching contacts reported by XFI (_count).

itemarray[object]required

A single contact entry returned by the /lookup/contacts endpoint, passed through from XFI’s summary object verbatim. Backing Java type is Map<String, Object> — keys are not fixed/known in advance (XFI may return any of contactKey, contactReference, code, roleCode, mainrole, email, mailingAddress1, mailingAddress2, mailingAddressCity, country, or others), so no fixed property list is declared here.

* Additional properties are allowed.
get/lookup/contacts
 
application/json