---
title: "InsuredEnrichment"
url: "https://apipartners.mosaicinsurance.com/apis/trident-sandbox-1/versions/063565b3-7d5d-4ebb-9e4e-ea5966a41579/schemas/InsuredEnrichment"
---

> Full API specification: https://apipartners.mosaicinsurance.com/apis/trident-sandbox-1/versions/063565b3-7d5d-4ebb-9e4e-ea5966a41579.md

# InsuredEnrichment

Bind-time insured enrichment fields (Step 4 only). Carries the additional insured attributes entered in XFI at bind — occupation, LOB-specific details, issuance address, policyholder type, and tax identification numbers. The core contact fields (companyName, domicile, mailing address) are already on the draft from Step 1 and do not need to be re-sent.

## OpenAPI definition

```yaml
openapi: 3.0.1
info:
  title: Trident APIs
  version: dev
servers:
  - url: https://apinonprod.mosaicinsurance.com
    description: Generated server url
components:
  schemas:
    IdReference:
      type: object
      description: Reference to a lookup-backed entity identified by `id` (the XFI
        lookup id, environment-specific).
      required:
        - id
      additionalProperties: false
      properties:
        id:
          type: string
          description: XFI lookup id — the canonical identifier (environment-specific).
          example: "260"
    CodeReference:
      type: object
      description: Reference to a lookup-backed entity identified by `code` (the
        environment-stable business code).
      required:
        - code
      additionalProperties: false
      properties:
        code:
          type: string
    InsuredEnrichment:
      type: object
      description: Bind-time insured enrichment fields (Step 4 only). Carries the
        additional insured attributes entered in XFI at bind — occupation,
        LOB-specific details, issuance address, policyholder type, and tax
        identification numbers. The core contact fields (companyName, domicile,
        mailing address) are already on the draft from Step 1 and do not need to
        be re-sent.
      properties:
        occupationSource:
          $ref: "#/components/schemas/IdReference"
          description: "**Required.** Occupation source — `id` only. Identifies the source
            system used for the occupation lookup (e.g. D&B). Source: XFI
            Contact (General) > Insured section."
        occupation:
          $ref: "#/components/schemas/CodeReference"
          description: "**Required.** Insured occupation — `code` only. Enter as sourced
            from D&B lookup or submission documentation."
        assetsUnderManagement:
          type: string
          description: "**Required for FI LOB.** Assets under management (string). Source:
            booking sheet or Tyche rater."
          x-conditional-required: Required for FI LOB.
          example: "500000000"
        assetSize:
          type: string
          description: "**Required for FI LOB.** Asset size (string). Source: booking
            sheet or Tyche rater."
          x-conditional-required: Required for FI LOB.
          example: "1000000000"
        webSite:
          type: string
          description: "**Required for CY LOB.** Insured website URL. Source: submission
            documentation or insured."
          x-conditional-required: Required for CY LOB.
          example: https://www.veritascap.com
        policyholderType:
          $ref: "#/components/schemas/IdReference"
          description: "Policyholder type — `id` only. Source: fiscal/regulatory section
            of the slip."
        issuanceAddressSameAsInsured:
          type: boolean
          description: Set `true` to copy the insured address to the issuance address
            (Direct business). Set `false` and supply `issuanceTo`,
            `issuanceAddress1`, `issuanceCity`, etc. for Assumed / RI business.
          example: true
        issuanceTo:
          type: string
          description: "**Conditional.** Reassured name on the issuance address — populate
            when issuanceAddressSameAsInsured is false."
          example: Munich Re
          x-conditional-required: Required when issuanceAddressSameAsInsured is false.
        issuanceAddress1:
          type: string
          description: "**Conditional.** Issuance address line 1 — populate when
            issuanceAddressSameAsInsured is false."
          example: Koeniginstrasse 107
          x-conditional-required: Required when issuanceAddressSameAsInsured is false.
        issuanceAddress2:
          type: string
          description: "**Conditional.** Issuance address line 2 — populate when
            issuanceAddressSameAsInsured is false."
          example: PO Box 123
          x-conditional-required: Required when issuanceAddressSameAsInsured is false.
        issuanceCity:
          type: string
          description: "**Conditional.** Issuance address city — populate when
            issuanceAddressSameAsInsured is false."
          example: Munich
          x-conditional-required: Required when issuanceAddressSameAsInsured is false.
        issuanceState:
          $ref: "#/components/schemas/IdReference"
          description: "**Conditional.** Issuance address state — `id` only. Populate when
            issuanceAddressSameAsInsured is false."
          x-conditional-required: Required when issuanceAddressSameAsInsured is false.
        issuancePostCode:
          type: string
          description: "**Conditional.** Issuance address post code — populate when
            issuanceAddressSameAsInsured is false."
          example: "80802"
          x-conditional-required: Required when issuanceAddressSameAsInsured is false.
        issuanceDateReviewed:
          type: string
          format: date
          description: "**Conditional.** Date the issuance address was reviewed — populate
            when issuanceAddressSameAsInsured is false."
          example: 2026-07-01
        mailingAddress2:
          type: string
          description: Second mailing address line.
          example: Suite 400
        mailingAddressCountry:
          $ref: "#/components/schemas/CodeReference"
          description: "**Required.** Insured mailing address country — `code` only. Also
            mandatory for BDX reporting when insured has exposure in Spain,
            Portugal, Italy, or Canada."
        mailingAddressState:
          $ref: "#/components/schemas/CodeReference"
          description: "**Required for US and Canada insureds.** Mailing address state —
            `code` only."
          x-conditional-required: Required for US and Canada insureds.
        mailingAddressPostCode:
          type: string
          description: Insured mailing address post code / zip. Supply for US insureds and
            any other country where postal codes apply.
          example: "54302"
        fein:
          type: string
          maxLength: 10
          description: Federal Employer Identification Number (US).
          example: 12-3456789
        taxIdSpain:
          type: string
          maxLength: 9
          description: Spanish Tax Identification Number (NIF/NIE). Mandatory per Lloyd's
            coverholder reporting standard when insured has Spain exposure.
          example: A12345678
        taxIdItaly:
          type: string
          maxLength: 16
          description: Italian Tax Identification Number (Codice Fiscale). Mandatory per
            Lloyd's coverholder reporting standard when insured has Italy
            exposure.
          example: RSSMRA85T10A562S
        taxIdPortugal:
          type: string
          maxLength: 9
          description: Portuguese Tax Identification Number (NIF). Mandatory per Lloyd's
            coverholder reporting standard when insured has Portugal exposure.
          example: "123456789"
        canadianBusinessNumber:
          type: string
          maxLength: 9
          description: Canadian Business Number (BN). Required for any Canadian insured or
            where risk is located in Canada. Does NOT apply when a Canadian
            broker is involved in the placement.
          example: 123456789RT0001
      required:
        - occupationSource
        - occupation
        - mailingAddressCountry
```