> ## Documentation Index > Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt > Use this file to discover all available pages before exploring further. # Create Export Preset For Member > Creates a **private saved export preset** in the export screen of the company member named by **`ownerUserId`**. The preset belongs to that member: the caller never becomes the owner unless it names itself as `ownerUserId`. The caller is recorded as the preset's creator for audit. **`fieldKeys`** are the preset's columns and are saved in the order given. Every key must be one the company's export surface offers for that `entityType`: the system columns `id`, `createdAt`, `updatedAt`, the configured export-surface columns, and for `event` the financial overview columns. Child (`rowSource`) columns are not supported here. - An unknown key fails the whole request with `400 UnknownExportFieldKey`; the error carries `unknownFieldKeys`, listing every key that was refused. Nothing is saved. - An `ownerUserId` who is not a member of the company is `400 ExportPresetOwnerNotMember`. - A `name` the owner already uses for a preset of that entity type (compared case-insensitively, ignoring surrounding spaces) is `409 ExportPresetNameTaken`; the error carries `existingPresetNames`, the owner's current preset names for that entity type. The created preset is private: only its owner (and staff) sees it, and the owner finds it in their export screen for that entity type. **Required permission:** `export-preset.create-for-member` ## OpenAPI ````yaml /openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/export-presets openapi: 3.0.3 info: title: AI Insurance External API description: External API for AI Insurance platform version: 1.0.0 contact: email: support@aiinsurance.io servers: - url: https://go.aiinsurance.io description: Production security: - ApiKeyAuth: [] paths: /api/v1/companies/{companyId}/export-presets: post: tags: - Entities summary: Create Export Preset For Member description: > Creates a **private saved export preset** in the export screen of the company member named by **`ownerUserId`**. The preset belongs to that member: the caller never becomes the owner unless it names itself as `ownerUserId`. The caller is recorded as the preset's creator for audit. **`fieldKeys`** are the preset's columns and are saved in the order given. Every key must be one the company's export surface offers for that `entityType`: the system columns `id`, `createdAt`, `updatedAt`, the configured export-surface columns, and for `event` the financial overview columns. Child (`rowSource`) columns are not supported here. - An unknown key fails the whole request with `400 UnknownExportFieldKey`; the error carries `unknownFieldKeys`, listing every key that was refused. Nothing is saved. - An `ownerUserId` who is not a member of the company is `400 ExportPresetOwnerNotMember`. - A `name` the owner already uses for a preset of that entity type (compared case-insensitively, ignoring surrounding spaces) is `409 ExportPresetNameTaken`; the error carries `existingPresetNames`, the owner's current preset names for that entity type. The created preset is private: only its owner (and staff) sees it, and the owner finds it in their export screen for that entity type. **Required permission:** `export-preset.create-for-member` operationId: createExportPresetForMember parameters: - $ref: '#/components/parameters/companyId' requestBody: required: true content: application/json: schema: type: object additionalProperties: false required: - ownerUserId - entityType - name - fieldKeys properties: ownerUserId: type: string format: uuid description: >- The company member who will own the preset and see it in their export screen. entityType: type: string enum: - event - exposure - quote - submission - person - organization - policy description: >- The entity type whose export screen the preset belongs to, in the same kebab spelling the export-runs routes use. name: type: string minLength: 1 maxLength: 255 description: >- The preset's name. Surrounding spaces are trimmed. Must not match (case-insensitively) a name the owner already uses for this entity type. fieldKeys: type: array minItems: 1 description: >- The preset's columns, in column order. Each key must be offered by the company's export surface for `entityType`, and no key may repeat. items: type: string minLength: 1 examples: underwritingView: summary: Save a three-column exposure preset for a member value: ownerUserId: 3f2b8c1e-6d4a-4b7e-9a15-2c8e0f4d7b91 entityType: exposure name: Underwriting view fieldKeys: - exposureName - id - createdAt responses: '201': description: The preset was created and belongs to `ownerUserId`. content: application/json: schema: type: object required: - id - ownerUserId - entityType - name - visibility - fieldKeys - createdAt properties: id: type: string format: uuid description: The ID of the created preset ownerUserId: type: string format: uuid description: The member who owns the preset entityType: type: string enum: - event - exposure - quote - submission - person - organization - policy name: type: string description: The saved (trimmed) name visibility: type: string enum: - private description: Always `private` for presets created here fieldKeys: type: array description: The saved column order, exactly as requested items: type: string createdAt: type: string format: date-time examples: created: summary: A private preset created for a member value: id: 9b1d4e7a-2c3f-4a8b-b6d5-0e7f1a2c3d4e ownerUserId: 3f2b8c1e-6d4a-4b7e-9a15-2c8e0f4d7b91 entityType: exposure name: Underwriting view visibility: private fieldKeys: - exposureName - id - createdAt createdAt: '2026-09-25T14:03:22.418Z' '400': description: Bad Request - invalid body, unknown field key, or non-member owner content: application/json: schema: type: object description: > The standard error envelope. For `UnknownExportFieldKey` it also carries `unknownFieldKeys`. required: - error properties: error: type: object required: - code - message properties: code: type: string description: Machine-readable error code example: UnknownExportFieldKey message: type: string description: Human-readable error message userMessages: type: array description: Clean, verbatim-displayable messages items: type: string details: type: array description: Field-level details for body validation errors items: type: object properties: field: type: string message: type: string unknownFieldKeys: type: array description: >- Present on `UnknownExportFieldKey`: every requested key the export surface does not offer. items: type: string examples: unknownFieldKey: summary: A requested field key is not offered by the export surface value: error: code: UnknownExportFieldKey message: >- Unknown export field keys for exposure: nope, alsoNope. Only keys the company's exposure export surface offers may be saved. unknownFieldKeys: - nope - alsoNope ownerNotMember: summary: The named owner is not a member of the company value: error: code: ExportPresetOwnerNotMember message: >- User 3f2b8c1e-6d4a-4b7e-9a15-2c8e0f4d7b91 is not a member of this company '401': $ref: '#/components/responses/Unauthorized' '403': $ref: '#/components/responses/Forbidden' '409': description: > Conflict — the owner already has a preset of this entity type with this name (case-insensitive). The body carries `existingPresetNames`. content: application/json: schema: type: object description: The standard error envelope plus `existingPresetNames`. required: - error properties: error: type: object required: - code - message - existingPresetNames properties: code: type: string description: Machine-readable error code example: ExportPresetNameTaken message: type: string description: Human-readable error message userMessages: type: array description: Clean, verbatim-displayable messages items: type: string existingPresetNames: type: array description: The owner's current preset names for this entity type. items: type: string examples: nameTaken: summary: The owner already uses this name for the entity type value: error: code: ExportPresetNameTaken message: >- The owner already has an export preset for exposure named "Underwriting view". Existing names: underwriting VIEW existingPresetNames: - underwriting VIEW '500': $ref: '#/components/responses/InternalServerError' security: - BearerAuth: [] - ApiKeyAuth: [] components: parameters: companyId: name: companyId in: path required: true schema: type: string format: uuid description: Company identifier responses: Unauthorized: description: Unauthorized - Invalid or missing API key content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: missingApiKey: summary: Missing API key value: error: code: AuthenticationError message: API key authentication required userMessages: - API key authentication required invalidApiKey: summary: >- Invalid API key (e.g. unknown key, or a Bearer token used instead of an API key) value: error: code: AuthenticationError message: Invalid API key userMessages: - Invalid API key Forbidden: description: Forbidden - Insufficient permissions content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: insufficientPermissions: summary: Insufficient permissions value: error: code: AuthorizationError message: User is not authorized to perform the requested action userMessages: - User is not authorized to perform the requested action companyMismatch: summary: A valid API key naming another company in the URL value: error: code: AuthorizationError message: API key is not scoped to the requested company userMessages: - API key is not scoped to the requested company InternalServerError: description: Internal Server Error - Unexpected error occurred content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: internalError: summary: Unexpected server error value: error: code: UncaughtActionError message: Uncaught error occurred in userMessages: - An unexpected error occurred. Please try again later. schemas: ErrorResponse: type: object description: Standard error response for all external API endpoints required: - error properties: error: type: object required: - code - message properties: code: type: string description: Machine-readable error code example: VALIDATION_ERROR message: type: string description: Human-readable error message example: 'submissionId: Required field is missing' userMessages: type: array description: >- Clean, verbatim-displayable messages — one entry per failure, free of error-code tags, field paths, and internal noise. Suitable for showing to end users as-is. items: type: string example: - Exposures of type 'company' require an address details: type: array description: Additional details for validation errors (field-level errors) items: type: object properties: field: type: string description: The field that caused the error example: submissionId code: type: string description: Stable problem code for this individual validation failure example: BLANK_LIST_ELEMENT reason: type: string description: Stable reason the value violates its canonical contract example: blank-list-element expected: type: string description: The expected canonical value contract example: nonblank trimmed string message: type: string description: Description of the field error example: Required field is missing securitySchemes: ApiKeyAuth: type: apiKey in: header name: Authorization description: >- API key authentication. Send your raw API key as the `Authorization` header value with NO scheme prefix — `Authorization: YOUR-API-KEY`. Do NOT prefix it with `Bearer ` or `ApiKey `, and do not use an `X-API-Key` header; those are not accepted. BearerAuth: type: http scheme: bearer bearerFormat: JWT description: >- User-principal OAuth 2.0 Bearer authentication. Send a user-scoped Auth0 access token (audience = the app API audience) as `Authorization: Bearer `. The request resolves to the user's identity and is authorized by their Role on the `{companyId}` in the path — the same role-based permissions the web app enforces. This is the path the MCP connector uses to act on a user's behalf; endpoints that accept it list both `BearerAuth` and `ApiKeyAuth`. ````