Update Transaction

cURL

curl --request PATCH \
  --url https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}/transactions/{transactionId} \
  --header 'Content-Type: application/json' \
  --data '
{
  "policyTransactionDate": "2025-01-15T00:00:00.000Z",
  "riskStateCode": "CA",
  "policyTransactionType": "endorsement",
  "uniqueTransactionId": "ext-txn-001",
  "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",
  "agentIds": [
    "6650a1b2c3d4e5f6a7b8c9d0"
  ]
}
'

const options = {
  method: 'PATCH',
  headers: {'Content-Type': 'application/json'},
  body: JSON.stringify({
    policyTransactionDate: '2025-01-15T00:00:00.000Z',
    riskStateCode: 'CA',
    policyTransactionType: 'endorsement',
    uniqueTransactionId: 'ext-txn-001',
    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',
    agentIds: ['6650a1b2c3d4e5f6a7b8c9d0']
  })
};

fetch('https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}/transactions/{transactionId}', 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/{transactionId}"

payload = {
    "policyTransactionDate": "2025-01-15T00:00:00.000Z",
    "riskStateCode": "CA",
    "policyTransactionType": "endorsement",
    "uniqueTransactionId": "ext-txn-001",
    "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",
    "agentIds": ["6650a1b2c3d4e5f6a7b8c9d0"]
}
headers = {"Content-Type": "application/json"}

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

print(response.text)

{
  "data": {
    "_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"
  },
  "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": {}
}

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

PATCH

upstream

policies

{policyId}

transactions

{transactionId}

cURL

curl --request PATCH \
  --url https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}/transactions/{transactionId} \
  --header 'Content-Type: application/json' \
  --data '
{
  "policyTransactionDate": "2025-01-15T00:00:00.000Z",
  "riskStateCode": "CA",
  "policyTransactionType": "endorsement",
  "uniqueTransactionId": "ext-txn-001",
  "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",
  "agentIds": [
    "6650a1b2c3d4e5f6a7b8c9d0"
  ]
}
'

const options = {
  method: 'PATCH',
  headers: {'Content-Type': 'application/json'},
  body: JSON.stringify({
    policyTransactionDate: '2025-01-15T00:00:00.000Z',
    riskStateCode: 'CA',
    policyTransactionType: 'endorsement',
    uniqueTransactionId: 'ext-txn-001',
    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',
    agentIds: ['6650a1b2c3d4e5f6a7b8c9d0']
  })
};

fetch('https://public.api.live.turrisfi.com/v2/upstream/policies/{policyId}/transactions/{transactionId}', 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/{transactionId}"

payload = {
    "policyTransactionDate": "2025-01-15T00:00:00.000Z",
    "riskStateCode": "CA",
    "policyTransactionType": "endorsement",
    "uniqueTransactionId": "ext-txn-001",
    "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",
    "agentIds": ["6650a1b2c3d4e5f6a7b8c9d0"]
}
headers = {"Content-Type": "application/json"}

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

print(response.text)

{
  "data": {
    "_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"
  },
  "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": {}
}

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

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

Path Parameters

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

Agent Assignment

agentIds replaces the assigned agent set.

Value	Effect
An array of agent ids	Reassigns the transaction to those agents (requires a confirmed agency)
`[]` or `null`	Unassigns every agent and resets `agentMatchStatus` to `unmatched`

Response Shape

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

The response is the full transaction object, identical in shape to Get Transaction.

Error Scenarios

Bad Request (400)

Returned when a path parameter is malformed or the body fails validation.

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

Transaction Not Found (404)

Returned when the transaction does not exist under the policy, or belongs to a different upstream entity.

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

Duplicate Transaction (409)

Returned when the update would produce a transaction that duplicates an existing one.

{
  "statusCode": 409,
  "errorType": "conflict",
  "errorMessage": ["A transaction with these details already exists"],
  "requestId": "dev-abc123",
  "timestamp": "2025-01-15T10:30:00.000Z"
}

Agent Assignment Rejected (422)

Returned when agentIds is supplied without a confirmed agency, or an agent is not available to the matched agency.

{
  "statusCode": 422,
  "errorType": "unprocessable_entity",
  "errorMessage": ["Agents can only be assigned when the policy has a confirmed agency"],
  "requestId": "dev-abc123",
  "timestamp": "2025-01-15T10:30:00.000Z"
}

Unauthorized (401)

Missing or invalid authentication token. See Authentication.

Path Parameters

policyId

string

required

Unique identifier of the parent policy

Example:

"6650a1b2c3d4e5f6a7b8c9d0"

transactionId

string

required

Unique identifier of the transaction

Example:

"6650a1b2c3d4e5f6a7b8c9d1"

Body

application/json

policyTransactionDate

string

Transaction date (ISO 8601)

Example:

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

riskStateCode

string

US state code where the risk is located

Example:

"CA"

policyTransactionType

enum<string>

Transaction type

Available options:

new,

renewal,

endorsement,

cancellation,

audit,

reinstatement,

bound

Example:

"endorsement"

uniqueTransactionId

string

Caller-supplied stable dedup id

Example:

"ext-txn-001"

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

Effective date (ISO 8601)

Example:

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

expiryDate

string

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"

agentIds

string[] | null

Agent association. Pass ids to (re)assign, or an empty array / null to unassign every agent.

Example:

["6650a1b2c3d4e5f6a7b8c9d0"]

Response

Updated transaction

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

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

Webhooks

E&O/Cyber Compliance

Regulatory Actions

Tools

Path Parameters

Agent Assignment

Response Shape

Error Scenarios

Bad Request (400)

Transaction Not Found (404)

Duplicate Transaction (409)

Agent Assignment Rejected (422)

Unauthorized (401)

Path Parameters

Body

Response

​Path Parameters

​Agent Assignment

​Response Shape

​Error Scenarios

​Bad Request (400)

​Transaction Not Found (404)

​Duplicate Transaction (409)

​Agent Assignment Rejected (422)

​Unauthorized (401)

Path Parameters

Body

Response

Path Parameters

Agent Assignment

Response Shape

Error Scenarios

Bad Request (400)

Transaction Not Found (404)

Duplicate Transaction (409)

Agent Assignment Rejected (422)

Unauthorized (401)