cURL
curl --request GET \
--url https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}/transactionsconst options = {method: 'GET'};
fetch('https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}/transactions', 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}/transactions"
response = requests.get(url)
print(response.text){
"data": {
"transactions": [
{
"_id": "6650a1b2c3d4e5f6a7b8c9d0",
"policyId": "6650a1b2c3d4e5f6a7b8c9d1",
"upstreamEntityId": "6650a1b2c3d4e5f6a7b8c9d0",
"policyNumber": "POL-2025-001",
"policyTransactionType": "new",
"policyTransactionDate": "2025-01-15T00:00:00.000Z",
"riskStateCode": "CA",
"entityMatchStatus": "unmatched",
"matchedAgents": [
{
"agentId": "6650a1b2c3d4e5f6a7b8c9d0",
"matchSource": "user",
"matchConfidence": 1,
"matchedAt": "2025-01-15T10:30:00.000Z"
}
],
"agentMatchStatus": "user confirmed",
"transactionFingerprint": "a1b2c3...",
"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",
"uniqueTransactionId": "ext-txn-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,
"dedupResult": "new"
}
],
"total": 42,
"page": 1,
"limit": 50,
"totalPages": 1
},
"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": {}
}Policy Transactions
List Transactions
List transactions for a policy, paginated
GET
/
v2
/
upstream
/
policies
/
{policyId}
/
transactions
cURL
curl --request GET \
--url https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}/transactionsconst options = {method: 'GET'};
fetch('https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}/transactions', 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}/transactions"
response = requests.get(url)
print(response.text){
"data": {
"transactions": [
{
"_id": "6650a1b2c3d4e5f6a7b8c9d0",
"policyId": "6650a1b2c3d4e5f6a7b8c9d1",
"upstreamEntityId": "6650a1b2c3d4e5f6a7b8c9d0",
"policyNumber": "POL-2025-001",
"policyTransactionType": "new",
"policyTransactionDate": "2025-01-15T00:00:00.000Z",
"riskStateCode": "CA",
"entityMatchStatus": "unmatched",
"matchedAgents": [
{
"agentId": "6650a1b2c3d4e5f6a7b8c9d0",
"matchSource": "user",
"matchConfidence": 1,
"matchedAt": "2025-01-15T10:30:00.000Z"
}
],
"agentMatchStatus": "user confirmed",
"transactionFingerprint": "a1b2c3...",
"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",
"uniqueTransactionId": "ext-txn-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,
"dedupResult": "new"
}
],
"total": 42,
"page": 1,
"limit": 50,
"totalPages": 1
},
"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": {}
}Returns the transactions linked to a policy, paginated. The policy must belong to the authenticated upstream entity.
Path Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
policyId | string | Yes | Unique identifier of the parent policy (MongoDB ObjectId) |
Query Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
page | number | No | 1-based page number. Defaults to 1 |
limit | number | No | Page size, max 100. Defaults to 50 |
Response Shape
All successful responses are wrapped in the standard response envelope. See Request/Response Conventions.
{
"statusCode": 200,
"data": {
"transactions": [
{
"_id": "6650a1b2c3d4e5f6a7b8c9d1",
"policyId": "6650a1b2c3d4e5f6a7b8c9d0",
"policyNumber": "POL-2025-001",
"policyTransactionType": "new",
"policyTransactionDate": "2025-01-15T00:00:00.000Z",
"riskStateCode": "CA",
"entityMatchStatus": "user confirmed",
"matchedAgents": [],
"agentMatchStatus": "unmatched",
"createdAt": "2025-01-15T10:30:00.000Z",
"updatedAt": "2025-01-15T10:30:00.000Z"
}
],
"total": 1,
"page": 1,
"limit": 50,
"totalPages": 1
},
"timestamp": "2025-01-15T10:31:50.000Z"
}
Response Fields
| Field | Type | Description |
|---|---|---|
transactions | array | Transactions on the current page (see Get Transaction for the item shape) |
total | number | Total transactions matching the query |
page | number | 1-based page number |
limit | number | Page size |
totalPages | number | Total number of pages |
Error Scenarios
Bad Request (400)
Returned whenpolicyId is malformed or a query parameter is out of range.
{
"statusCode": 400,
"errorType": "validation_error",
"errorMessage": ["limit must not be greater than 100"],
"requestId": "dev-abc123",
"timestamp": "2025-01-15T10:30:00.000Z"
}
Parent Policy Not Found (404)
Returned whenpolicyId does not exist or belongs to a different 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.Path Parameters
Unique identifier of the parent policy
Example:
"6650a1b2c3d4e5f6a7b8c9d0"
Query Parameters
1-based page number
Example:
1
Page size (max 100)
Example:
50
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