Update Policy

cURL

curl --request PATCH \
  --url https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "currentStatus": "active",
  "insuredEntityName": "Example Corp",
  "agencyName": "Premier Insurance Agency",
  "carrierName": "National Insurance Co",
  "effectiveDate": "2025-01-15T00:00:00.000Z",
  "expiryDate": "2026-01-15T00:00:00.000Z",
  "premiumAmountInUSD": 5000,
  "aggregateCoverageInUSD": 1000000,
  "coveragePerClaimInUSD": 500000,
  "lineOfBusiness": "Commercial Lines",
  "licenseNumber": "LIC-001",
  "npn": "11223344",
  "producerName": "Jon Doe",
  "producerCode": "PROD-001",
  "productName": "General Liability",
  "productCode": "GL-100",
  "filingNumber": "FIL-2025-001",
  "slaNumber": "SLA-2025-001",
  "externalBillingId": "BILL-2025-001",
  "agencyNpn": "12345678",
  "agencyFein": "12-3456789",
  "agencyLicenseNumber": "ABC-123456",
  "agencyLicensedStateCode": "CA",
  "agentName": "John Smith",
  "agentNpn": "87654321",
  "agentLicenseNumber": "LIC-789012",
  "agentLicensedState": "TX",
  "productId": "6650a1b2c3d4e5f6a7b8c9d0",
  "downstreamEntityAssociationId": "6650a1b2c3d4e5f6a7b8c9d0"
}
'

const options = {
  method: 'PATCH',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    currentStatus: 'active',
    insuredEntityName: 'Example Corp',
    agencyName: 'Premier Insurance Agency',
    carrierName: 'National Insurance Co',
    effectiveDate: '2025-01-15T00:00:00.000Z',
    expiryDate: '2026-01-15T00:00:00.000Z',
    premiumAmountInUSD: 5000,
    aggregateCoverageInUSD: 1000000,
    coveragePerClaimInUSD: 500000,
    lineOfBusiness: 'Commercial Lines',
    licenseNumber: 'LIC-001',
    npn: '11223344',
    producerName: 'Jon Doe',
    producerCode: 'PROD-001',
    productName: 'General Liability',
    productCode: 'GL-100',
    filingNumber: 'FIL-2025-001',
    slaNumber: 'SLA-2025-001',
    externalBillingId: 'BILL-2025-001',
    agencyNpn: '12345678',
    agencyFein: '12-3456789',
    agencyLicenseNumber: 'ABC-123456',
    agencyLicensedStateCode: 'CA',
    agentName: 'John Smith',
    agentNpn: '87654321',
    agentLicenseNumber: 'LIC-789012',
    agentLicensedState: 'TX',
    productId: '6650a1b2c3d4e5f6a7b8c9d0',
    downstreamEntityAssociationId: '6650a1b2c3d4e5f6a7b8c9d0'
  })
};

fetch('https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}"

payload = {
    "currentStatus": "active",
    "insuredEntityName": "Example Corp",
    "agencyName": "Premier Insurance Agency",
    "carrierName": "National Insurance Co",
    "effectiveDate": "2025-01-15T00:00:00.000Z",
    "expiryDate": "2026-01-15T00:00:00.000Z",
    "premiumAmountInUSD": 5000,
    "aggregateCoverageInUSD": 1000000,
    "coveragePerClaimInUSD": 500000,
    "lineOfBusiness": "Commercial Lines",
    "licenseNumber": "LIC-001",
    "npn": "11223344",
    "producerName": "Jon Doe",
    "producerCode": "PROD-001",
    "productName": "General Liability",
    "productCode": "GL-100",
    "filingNumber": "FIL-2025-001",
    "slaNumber": "SLA-2025-001",
    "externalBillingId": "BILL-2025-001",
    "agencyNpn": "12345678",
    "agencyFein": "12-3456789",
    "agencyLicenseNumber": "ABC-123456",
    "agencyLicensedStateCode": "CA",
    "agentName": "John Smith",
    "agentNpn": "87654321",
    "agentLicenseNumber": "LIC-789012",
    "agentLicensedState": "TX",
    "productId": "6650a1b2c3d4e5f6a7b8c9d0",
    "downstreamEntityAssociationId": "6650a1b2c3d4e5f6a7b8c9d0"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

{
  "data": {
    "_id": "6650a1b2c3d4e5f6a7b8c9d0",
    "upstreamEntityId": "6650a1b2c3d4e5f6a7b8c9d0",
    "policyNumber": "POL-2025-001",
    "currentStatus": "bound",
    "riskStateCode": "CA",
    "entityMatchStatus": "user confirmed",
    "productMatchStatus": "unmatched",
    "matchedDownstreamEntities": [
      {
        "downstreamEntityId": "6650a1b2c3d4e5f6a7b8c9d0",
        "upstreamDownstreamAssociationId": "6650a1b2c3d4e5f6a7b8c9d1",
        "matchSource": "user",
        "matchConfidence": 1,
        "matchedAt": "2025-01-15T10:30:00.000Z"
      }
    ],
    "transactionCount": 3,
    "columnMappingId": "6650a1b2c3d4e5f6a7b8c9d0",
    "entityId": "6650a1b2c3d4e5f6a7b8c9d0",
    "entityModel": "UpstreamEntity",
    "isDeleted": false,
    "createdAt": "2025-01-15T10:30:00.000Z",
    "updatedAt": "2025-01-15T10:31:45.000Z",
    "insuredEntityName": "Example Corp",
    "agencyName": "Premier Insurance Agency",
    "carrierName": "National Insurance Co",
    "effectiveDate": "2025-01-15T00:00:00.000Z",
    "expiryDate": "2026-01-15T00:00:00.000Z",
    "premiumAmountInUSD": 5000,
    "aggregateCoverageInUSD": 1000000,
    "coveragePerClaimInUSD": 500000,
    "lineOfBusiness": "Commercial Lines",
    "licenseNumber": "LIC-001",
    "npn": "11223344",
    "producerName": "Jon Doe",
    "producerCode": "PROD-001",
    "productName": "General Liability",
    "productCode": "GL-100",
    "filingNumber": "FIL-2025-001",
    "slaNumber": "SLA-2025-001",
    "externalBillingId": "BILL-2025-001",
    "agencyNpn": "12345678",
    "agencyFein": "12-3456789",
    "agencyLicenseNumber": "ABC-123456",
    "agencyLicensedStateCode": "CA",
    "agentName": "John Smith",
    "agentNpn": "87654321",
    "agentLicenseNumber": "LIC-789012",
    "agentLicensedState": "TX",
    "downstreamEntityId": "6650a1b2c3d4e5f6a7b8c9d0",
    "upstreamDownstreamAssociationId": "6650a1b2c3d4e5f6a7b8c9d1",
    "entityMatchConfidence": 1,
    "productId": "6650a1b2c3d4e5f6a7b8c9d0",
    "productMatchConfidence": 1,
    "latestTransactionId": "6650a1b2c3d4e5f6a7b8c9d0",
    "uploadSource": "public api"
  },
  "requestId": "dev-2c5e7cf2-9acf-4c8c-ab2f-b81f39d775a8",
  "timestamp": "2025-11-12T20:49:03.293Z"
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

PATCH

upstream

policies

{policyId}

cURL

curl --request PATCH \
  --url https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "currentStatus": "active",
  "insuredEntityName": "Example Corp",
  "agencyName": "Premier Insurance Agency",
  "carrierName": "National Insurance Co",
  "effectiveDate": "2025-01-15T00:00:00.000Z",
  "expiryDate": "2026-01-15T00:00:00.000Z",
  "premiumAmountInUSD": 5000,
  "aggregateCoverageInUSD": 1000000,
  "coveragePerClaimInUSD": 500000,
  "lineOfBusiness": "Commercial Lines",
  "licenseNumber": "LIC-001",
  "npn": "11223344",
  "producerName": "Jon Doe",
  "producerCode": "PROD-001",
  "productName": "General Liability",
  "productCode": "GL-100",
  "filingNumber": "FIL-2025-001",
  "slaNumber": "SLA-2025-001",
  "externalBillingId": "BILL-2025-001",
  "agencyNpn": "12345678",
  "agencyFein": "12-3456789",
  "agencyLicenseNumber": "ABC-123456",
  "agencyLicensedStateCode": "CA",
  "agentName": "John Smith",
  "agentNpn": "87654321",
  "agentLicenseNumber": "LIC-789012",
  "agentLicensedState": "TX",
  "productId": "6650a1b2c3d4e5f6a7b8c9d0",
  "downstreamEntityAssociationId": "6650a1b2c3d4e5f6a7b8c9d0"
}
'

const options = {
  method: 'PATCH',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    currentStatus: 'active',
    insuredEntityName: 'Example Corp',
    agencyName: 'Premier Insurance Agency',
    carrierName: 'National Insurance Co',
    effectiveDate: '2025-01-15T00:00:00.000Z',
    expiryDate: '2026-01-15T00:00:00.000Z',
    premiumAmountInUSD: 5000,
    aggregateCoverageInUSD: 1000000,
    coveragePerClaimInUSD: 500000,
    lineOfBusiness: 'Commercial Lines',
    licenseNumber: 'LIC-001',
    npn: '11223344',
    producerName: 'Jon Doe',
    producerCode: 'PROD-001',
    productName: 'General Liability',
    productCode: 'GL-100',
    filingNumber: 'FIL-2025-001',
    slaNumber: 'SLA-2025-001',
    externalBillingId: 'BILL-2025-001',
    agencyNpn: '12345678',
    agencyFein: '12-3456789',
    agencyLicenseNumber: 'ABC-123456',
    agencyLicensedStateCode: 'CA',
    agentName: 'John Smith',
    agentNpn: '87654321',
    agentLicenseNumber: 'LIC-789012',
    agentLicensedState: 'TX',
    productId: '6650a1b2c3d4e5f6a7b8c9d0',
    downstreamEntityAssociationId: '6650a1b2c3d4e5f6a7b8c9d0'
  })
};

fetch('https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}"

payload = {
    "currentStatus": "active",
    "insuredEntityName": "Example Corp",
    "agencyName": "Premier Insurance Agency",
    "carrierName": "National Insurance Co",
    "effectiveDate": "2025-01-15T00:00:00.000Z",
    "expiryDate": "2026-01-15T00:00:00.000Z",
    "premiumAmountInUSD": 5000,
    "aggregateCoverageInUSD": 1000000,
    "coveragePerClaimInUSD": 500000,
    "lineOfBusiness": "Commercial Lines",
    "licenseNumber": "LIC-001",
    "npn": "11223344",
    "producerName": "Jon Doe",
    "producerCode": "PROD-001",
    "productName": "General Liability",
    "productCode": "GL-100",
    "filingNumber": "FIL-2025-001",
    "slaNumber": "SLA-2025-001",
    "externalBillingId": "BILL-2025-001",
    "agencyNpn": "12345678",
    "agencyFein": "12-3456789",
    "agencyLicenseNumber": "ABC-123456",
    "agencyLicensedStateCode": "CA",
    "agentName": "John Smith",
    "agentNpn": "87654321",
    "agentLicenseNumber": "LIC-789012",
    "agentLicensedState": "TX",
    "productId": "6650a1b2c3d4e5f6a7b8c9d0",
    "downstreamEntityAssociationId": "6650a1b2c3d4e5f6a7b8c9d0"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

{
  "data": {
    "_id": "6650a1b2c3d4e5f6a7b8c9d0",
    "upstreamEntityId": "6650a1b2c3d4e5f6a7b8c9d0",
    "policyNumber": "POL-2025-001",
    "currentStatus": "bound",
    "riskStateCode": "CA",
    "entityMatchStatus": "user confirmed",
    "productMatchStatus": "unmatched",
    "matchedDownstreamEntities": [
      {
        "downstreamEntityId": "6650a1b2c3d4e5f6a7b8c9d0",
        "upstreamDownstreamAssociationId": "6650a1b2c3d4e5f6a7b8c9d1",
        "matchSource": "user",
        "matchConfidence": 1,
        "matchedAt": "2025-01-15T10:30:00.000Z"
      }
    ],
    "transactionCount": 3,
    "columnMappingId": "6650a1b2c3d4e5f6a7b8c9d0",
    "entityId": "6650a1b2c3d4e5f6a7b8c9d0",
    "entityModel": "UpstreamEntity",
    "isDeleted": false,
    "createdAt": "2025-01-15T10:30:00.000Z",
    "updatedAt": "2025-01-15T10:31:45.000Z",
    "insuredEntityName": "Example Corp",
    "agencyName": "Premier Insurance Agency",
    "carrierName": "National Insurance Co",
    "effectiveDate": "2025-01-15T00:00:00.000Z",
    "expiryDate": "2026-01-15T00:00:00.000Z",
    "premiumAmountInUSD": 5000,
    "aggregateCoverageInUSD": 1000000,
    "coveragePerClaimInUSD": 500000,
    "lineOfBusiness": "Commercial Lines",
    "licenseNumber": "LIC-001",
    "npn": "11223344",
    "producerName": "Jon Doe",
    "producerCode": "PROD-001",
    "productName": "General Liability",
    "productCode": "GL-100",
    "filingNumber": "FIL-2025-001",
    "slaNumber": "SLA-2025-001",
    "externalBillingId": "BILL-2025-001",
    "agencyNpn": "12345678",
    "agencyFein": "12-3456789",
    "agencyLicenseNumber": "ABC-123456",
    "agencyLicensedStateCode": "CA",
    "agentName": "John Smith",
    "agentNpn": "87654321",
    "agentLicenseNumber": "LIC-789012",
    "agentLicensedState": "TX",
    "downstreamEntityId": "6650a1b2c3d4e5f6a7b8c9d0",
    "upstreamDownstreamAssociationId": "6650a1b2c3d4e5f6a7b8c9d1",
    "entityMatchConfidence": 1,
    "productId": "6650a1b2c3d4e5f6a7b8c9d0",
    "productMatchConfidence": 1,
    "latestTransactionId": "6650a1b2c3d4e5f6a7b8c9d0",
    "uploadSource": "public api"
  },
  "requestId": "dev-2c5e7cf2-9acf-4c8c-ab2f-b81f39d775a8",
  "timestamp": "2025-11-12T20:49:03.293Z"
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

Updates an existing policy. Every field is optional and only supplied fields change. The policy must belong to the authenticated upstream entity.

Path Parameters

Parameter	Type	Required	Description
`policyId`	string	Yes	Unique identifier of the policy (MongoDB ObjectId)

Association Fields Are Set-or-Clear

Value	Effect
An id	Links the association and stamps the corresponding match status `user confirmed`
`null`	Clears the association and resets the corresponding match status to `unmatched`

productId and downstreamEntityAssociationId follow this rule. Omitting a field leaves the existing association untouched.

Response Shape

All successful responses are wrapped in the standard response envelope. See Request/Response Conventions.

The response is the full policy object, identical in shape to Create Policy.

Error Scenarios

Bad Request (400)

Returned when policyId is malformed or the body fails validation.

{
  "statusCode": 400,
  "errorType": "validation_error",
  "errorMessage": ["policyId must be a mongodb id"],
  "requestId": "dev-abc123",
  "timestamp": "2025-01-15T10:30:00.000Z"
}

Not Found (404)

Returned when the policy, or a supplied productId or downstreamEntityAssociationId, does not exist for your upstream entity.

{
  "statusCode": 404,
  "errorType": "not_found",
  "errorMessage": ["Policy not found"],
  "requestId": "dev-abc123",
  "timestamp": "2025-01-15T10:30:00.000Z"
}

Unauthorized (401)

Missing or invalid authentication token. See Authentication.

Authorizations

Authorization

string

header

required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

policyId

string

required

Unique identifier of the policy

Example:

"6650a1b2c3d4e5f6a7b8c9d0"

Body

application/json

currentStatus

enum<string>

Lifecycle status override

Available options:

bound,

active,

expired,

cancelled,

non renewed

Example:

"active"

insuredEntityName

string

Name of the insured party

Example:

"Example Corp"

agencyName

string

Agency name

Example:

"Premier Insurance Agency"

carrierName

string

Insurance carrier name

Example:

"National Insurance Co"

effectiveDate

string

Policy effective date (ISO 8601)

Example:

"2025-01-15T00:00:00.000Z"

expiryDate

string

Policy expiration date (ISO 8601)

Example:

"2026-01-15T00:00:00.000Z"

premiumAmountInUSD

number

Premium amount in USD

Example:

5000

aggregateCoverageInUSD

number

Aggregate coverage limit in USD

Example:

1000000

coveragePerClaimInUSD

number

Per-claim coverage limit in USD

Example:

500000

lineOfBusiness

string

Line of business

Example:

"Commercial Lines"

licenseNumber

string

License number

Example:

"LIC-001"

npn

string

National Producer Number

Example:

"11223344"

producerName

string

Producing agent name

Example:

"Jon Doe"

producerCode

string

Producer identifier code

Example:

"PROD-001"

productName

string

Product name

Example:

"General Liability"

productCode

string

Product code

Example:

"GL-100"

filingNumber

string

Filing number

Example:

"FIL-2025-001"

slaNumber

string

SLA number

Example:

"SLA-2025-001"

externalBillingId

string

External billing identifier

Example:

"BILL-2025-001"

agencyNpn

string

Agency National Producer Number

Example:

"12345678"

agencyFein

string

Agency Federal Employer Identification Number

Example:

"12-3456789"

agencyLicenseNumber

string

Agency state license number

Example:

"ABC-123456"

agencyLicensedStateCode

string

State where the agency license was issued

Example:

"CA"

agentName

string

Individual agent name

Example:

"John Smith"

agentNpn

string

Agent National Producer Number

Example:

"87654321"

agentLicenseNumber

string

Agent state license number

Example:

"LIC-789012"

agentLicensedState

string

State where the agent license was issued

Example:

"TX"

productId

string | null

Product association. Pass an id to (re)link, or null to clear the product match.

Example:

"6650a1b2c3d4e5f6a7b8c9d0"

downstreamEntityAssociationId

string | null

Agency association (downstreamEntityAssociationId from GET /downstream-entity-associations). Pass an id to (re)link, or null to clear the agency match.

Example:

"6650a1b2c3d4e5f6a7b8c9d0"

Response

Updated policy

data

object

required

Show child attributes

requestId

string

required

Unique request identifier

Example:

"dev-2c5e7cf2-9acf-4c8c-ab2f-b81f39d775a8"

timestamp

string

required

Response timestamp

Example:

"2025-11-12T20:49:03.293Z"

Start Here

Shared Endpoints

Products

Carriers

Agencies You Appoint

Contract Container Templates

Agents

Contacts

Market Contacts

Licenses

Appointments

Compliance Data Subscriptions

Compliance Status

File Documents

Policy Ingestion

Policy Transactions

Surplus Lines Filings

Diligent Effort

Webhooks

E&O/Cyber Compliance

Regulatory Actions

Tools

Path Parameters

Association Fields Are Set-or-Clear

Response Shape

Error Scenarios

Bad Request (400)

Not Found (404)

Unauthorized (401)

Authorizations

Path Parameters

Body

Response

​Path Parameters

​Association Fields Are Set-or-Clear

​Response Shape

​Error Scenarios

​Bad Request (400)

​Not Found (404)

​Unauthorized (401)

Authorizations

Path Parameters

Body

Response

Path Parameters

Association Fields Are Set-or-Clear

Response Shape

Error Scenarios

Bad Request (400)

Not Found (404)

Unauthorized (401)