> ## 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. # Download Bordereau CSV > Downloads the bordereau report as a CSV file. Returns the same transaction-level premium data as the [List Bordereau Rows](/api-reference/field-model/bordereau/list) endpoint, serialized as RFC 4180 CSV with a `Content-Disposition: attachment` header. By default the CSV includes the 12 fixed columns (Policy Number, Insured Name, Transaction Action, Policy Version, Effective Date, Transaction Timestamp, Policy Start Date, Policy End Date, Created At, Created By, Policy Premium, Policy Premium Change). To take full control of the column set — selecting, omitting, and reordering the fixed columns, with field columns interleaved anywhere — pass `columns`: an ordered array that completely describes the output. Default limit is 50,000 rows (maximum 50,000). **Required permission:** `company.policy:read` ## OpenAPI ````yaml /openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/bordereau/download 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}/policies/bordereau/download: get: tags: - Field Model Bordereau summary: Download Bordereau CSV description: > Downloads the bordereau report as a CSV file. Returns the same transaction-level premium data as the [List Bordereau Rows](/api-reference/field-model/bordereau/list) endpoint, serialized as RFC 4180 CSV with a `Content-Disposition: attachment` header. By default the CSV includes the 12 fixed columns (Policy Number, Insured Name, Transaction Action, Policy Version, Effective Date, Transaction Timestamp, Policy Start Date, Policy End Date, Created At, Created By, Policy Premium, Policy Premium Change). To take full control of the column set — selecting, omitting, and reordering the fixed columns, with field columns interleaved anywhere — pass `columns`: an ordered array that completely describes the output. Default limit is 50,000 rows (maximum 50,000). **Required permission:** `company.policy:read` operationId: exportBordereauCsv parameters: - $ref: '#/components/parameters/companyId' - name: periodStart in: query schema: type: string format: date-time description: > Inclusive lower bound on `transactionTimestamp`. Only transactions at or after this timestamp are included. - name: periodEnd in: query schema: type: string format: date-time description: > Exclusive upper bound on `transactionTimestamp`. Only transactions before this timestamp are included. - name: actions in: query schema: type: string description: > Comma-separated list of transaction actions to include. Valid values: `NEW_BUSINESS`, `ENDORSE`, `CANCEL`, `REINSTATE`, `RENEW`. Omit to include all actions. **Note:** Unrecognized action values are not rejected — they silently match zero rows. Double-check spelling if results are unexpectedly empty. - name: columns in: query schema: type: string description: > JSON-encoded ordered array of column specs (see `BordereauColumnSpec`) that COMPLETELY describes the output columns: fixed columns become selectable, omittable, and reorderable, and field columns (`{"kind":"field"}` entries — a dot-path into the policy's field data plus a display header, resolved per row as of the transaction's effective date) interleave anywhere. Omit for the default column set (the fixed 12). examples: reorderedWithField: summary: Reordered fixed keys with a field column interleaved value: >- [{"kind":"fixed","key":"effectiveDate"},{"kind":"field","path":"policyStatus","header":"Status"},{"kind":"fixed","key":"policyNumber"}] appendedFields: summary: The fixed 12 (spelled out) with field columns appended value: >- [{"kind":"fixed","key":"policyNumber"},{"kind":"fixed","key":"primaryInsuredName"},{"kind":"fixed","key":"transactionAction"},{"kind":"fixed","key":"policyVersion"},{"kind":"fixed","key":"effectiveDate"},{"kind":"fixed","key":"transactionTimestamp"},{"kind":"fixed","key":"policyStartDate"},{"kind":"fixed","key":"policyEndDate"},{"kind":"fixed","key":"createdAt"},{"kind":"fixed","key":"createdBy"},{"kind":"fixed","key":"policyPremium"},{"kind":"fixed","key":"policyPremiumChange"},{"kind":"field","path":"fullTermPricingInfo.taxes","header":"Taxes"}] - name: filters in: query schema: type: string description: > JSON-encoded array of policy filters (see `FieldModelV1ListFilter`). Restricts the export to transactions of the policies whose CURRENT segment matches every filter — the filter selects the policies, then all of each matching policy's transactions in the period are included. Omit to include every policy. Same field-filter model as the [Policy List](/api-reference/field-model/policies/list) `filters` parameter (field types `text`, `number`, `boolean`, `date`, `currency`, `optionSet`, `address`, `join`, and the list-cardinality types). examples: statusFilter: summary: Only policies whose current status is Active value: >- [{"fieldReferenceId":"policyStatus","fieldType":"optionSet","operator":"in","value":["active"]}] - name: sortBy in: query schema: type: string enum: - policyNumber - primaryInsuredName - effectiveDate - transactionTimestamp - createdAt description: Field to sort results by. Default `transactionTimestamp`. - name: sortDirection in: query schema: type: string enum: - asc - desc default: desc description: Sort direction (default `desc`). - name: limit in: query schema: type: integer minimum: 1 maximum: 50000 default: 50000 description: Maximum number of rows to include. Default and maximum 50,000. - name: offset in: query schema: type: integer minimum: 0 default: 0 description: Number of rows to skip before starting the export. Default 0. responses: '200': description: CSV file download headers: Content-Disposition: schema: type: string description: | Attachment header with the suggested filename. Example: `attachment; filename="bordereau-export-acme.csv"` content: text/csv: schema: type: string examples: csvOutput: summary: CSV with two transactions value: > Policy Number,Insured Name,Transaction Action,Policy Version,Effective Date,Transaction Timestamp,Policy Start Date,Policy End Date,Created At,Created By,Policy Premium,Policy Premium Change POL-2025-001,Mercy General Hospital,NEW_BUSINESS,1,2025-01-01,2025-01-15T10:30:00.000Z,2025-01-01,2026-01-01,2025-01-15T10:30:00.000Z,api-key|abc123,85000,85000 POL-2025-001,Mercy General Hospital,ENDORSE,2,2025-06-01,2025-06-01T14:00:00.000Z,2025-01-01,2026-01-01,2025-06-01T14:00:00.000Z,api-key|abc123,102000,17000 '400': description: Invalid request parameters content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: invalidFieldColumnPath: summary: columns field path is a malformed dot-path value: error: code: ValidationError message: >- path must be a dot-separated field path (no empty, leading, trailing, or doubled segments) userMessages: - >- path must be a dot-separated field path (no empty, leading, trailing, or doubled segments) limitExceeded: summary: Limit exceeds maximum value: error: code: INVALID_REQUEST message: limit must not exceed 50000 '401': $ref: '#/components/responses/Unauthorized' '403': $ref: '#/components/responses/Forbidden' '500': $ref: '#/components/responses/InternalServerError' components: parameters: companyId: name: companyId in: path required: true schema: type: string format: uuid description: Company identifier 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 message: type: string description: Description of the field error example: Required field is missing 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. 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. ````