Producer
object>= 0 characters<= 200 characters
SubmissionProducer
objectProducer (broker) reference used on a submission. id identifies the producer (broker company). Optionally include a contactliaison block to attach, create, or update the broker contact liaison recorded on the policy.
Required. XFI contact key of the producer (broker company). id only.
Example:2000556
Optional. Broker contact liaison to record on the policy. See ContactLiaisonSubmission for the attach/create/update behavior.
Example:{"firstName":"John","lastName":"Smith","email":"Yes@example.com","phoneNo":"9000000000","mobilePhone":"899 898 09","faxNo":"45","state":{"code":"UT"},"city":{"description":"Green Bay"},"region":{"description":"GBR"},"contactliaisonid":{"id":"1234"}}
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ContactLiaisonSubmission
objectBroker contact liaison recorded under the producer for this submission. The platform resolves this block one of three ways:
- Update by key — supply
contactliaisonid.id(an existing liaison key). That liaison is updated in place with theemail,phoneNo, andmobilePhonevalues provided; the platform targets it directly without searching by name.firstName+lastNamemust also be supplied. - Update by name match — omit
contactliaisonid. WhenfirstName+lastNamematch an existing liaison under the producer, that liaison is updated in place. - Create — omit
contactliaisonidand supply afirstName+lastNamethat do not match any existing liaison; a new liaison is created.
firstName and lastName are required in all three cases.
Optional. Existing contact liaison key (id only). When supplied, the platform attaches that liaison and all individual fields become optional. Omit to create or update by name match.
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Required when creating a new contact (Mode B). First name of the broker contact person.
Example:John
Required when creating a new contact (Mode B). Last name of the broker contact person.
Example:Smith
Required when creating a new contact (Mode B). Email address of the liaison.
Example:Yes@example.com
Required when creating a new contact (Mode B). Office/landline phone number of the liaison.
Example:9000000000
Optional. Mobile / cell phone number of the liaison.
Example:899 898 09
Optional. Fax number of the liaison.
Example:45
Optional. State where the liaison is located. Always send as code, e.g. { “code”: “UT” }.
Example:{"code":"UT"}
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Optional. City where the liaison is located. Always send as description, e.g. { “description”: “Green Bay” }.
Example:{"description":"Green Bay"}
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Optional. Region of the liaison. Always send as description, e.g. { “description”: “GBR” }.
Example:{"description":"GBR"}
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ShellSubmissionResponse
objectIssuePolicyRequest
objectSingle-call submission payload. Combines Shell + Full + Quote + Bind data so external consumers send everything once — the platform executes each stage internally in sequence.
fullRequest is required and carries the insured/policy/producer identifiers (shell) plus underwriting enrichment (full). quoteRequest carries all pricing, section, and line data, including bind-time attributes for each section and line. bindRequest carries the policy-level bind attributes that are not tied to a specific section or line.
Required. Shell (Step 1) and Full (Step 2) data combined.
Required fields: underWriter (id), revTurnover.
Required shell fields (first submission): insured, producer, policy (effectiveDate, expiryDate, currency, product, territory), directAssumed, typeOfBilling, division, writtenLine, sectionIdentifier, referenceType, typeOfPlacementBespoke.
Optional fields: producingUnderwriter (id), producingCompany (id), lloydsIndustrialSector (id).
Per-line fields (ourRole, signedLinePercentage) belong in quoteRequest.lines[].
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Quote, FON, and bind attributes at the section and line level.
Required quote fields: sections (array, at least one), summaryCurrency (code), typeOfCyberClauseStatus (id), uSClassification (id).
Each entry in sections[] carries coverage lines, deductions, deductibles, reinstatements, regulatory coding, and bind-time attributes (instalmentbasis, paymentDays, premiumBasis, typeofClaimBasis).
Each entry in lines[] represents an agency line and carries submission fields (underWriter, typeOfBilling, division, writtenLine, producingCompany, sBFClass), quote fields (ourRole, signedLinePercentage, producingUnderwriter, lloydsPlatform, bureauLead, isThirdPartyCapacityDeployed), FON fields (brokerOrderPercent, signedOrderPercent, policyLineReference), and bind fields (claimsAgreementParty, defenseCostsCovered, leaderPercent, leaderReference, actualDateWritten, dateSigned, policyLineReferenceOverride). Syndicate lines and derived fields (originating division/office, global-risk cross-reference, inclusive line) are handled by Trident.
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Policy-level bind attributes —
Key required fields: prebindSanctionCheckComplete.
Supply insured for bind-time enrichment (occupation, mailing address, TINs). Supply surplusBroker when risk premium originates from the United States. Supply fon for FON activity attributes (CY LOB only).
claimsAgreementParty is a per-line attribute — supply it on each entry in quoteRequest.lines[], not here.
Section/line attributes (premiumBasis, typeofClaimBasis, instalmentbasis, leaderPercent, etc.) are carried in quoteRequest — not repeated here.