List Policy Transactions

curl --request GET \
  --url https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions \
  --header 'Authorization: <api-key>'

import requests

url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions"

headers = {"Authorization": "<api-key>"}

response = requests.get(url, headers=headers)

print(response.text)

const options = {method: 'GET', headers: {Authorization: '<api-key>'}};

fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("Authorization", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "items": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440010",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 1,
      "action": "NEW_BUSINESS",
      "effectiveDate": "2025-01-01",
      "transactionTimestamp": "2025-01-15T10:30:00.000Z",
      "createdAt": "2025-01-15T10:30:00.000Z",
      "createdBy": "550e8400-e29b-41d4-a716-446655440090",
      "displayAuthor": null
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440020",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 2,
      "action": "ENDORSE",
      "effectiveDate": "2025-06-01",
      "transactionTimestamp": "2025-05-28T14:30:00.000Z",
      "createdAt": "2025-05-28T14:30:00.000Z",
      "createdBy": "550e8400-e29b-41d4-a716-446655440090",
      "displayAuthor": null
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440021",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 3,
      "action": "CANCEL",
      "effectiveDate": "2025-09-01",
      "transactionTimestamp": "2025-08-25T09:00:00.000Z",
      "createdAt": "2025-08-25T09:00:00.000Z",
      "createdBy": null,
      "displayAuthor": null
    }
  ],
  "totalCount": 3
}

Transactions

List Policy Transactions

Returns a paginated list of all transactions for a policy, ordered by policyVersion. Each transaction represents an immutable change set (new business, endorsement, cancellation, reinstatement, or renewal).

Use this endpoint to see the full transaction history of a policy. For detailed per-field deltas, retrieve a single transaction via the Get Policy Transaction endpoint.

Related: The Bordereau APIs provide a similar transaction-level view across all policies, with the ability to include additional columns for full-term policy fields. Use this endpoint when you need per-field deltas for a single policy; use the Bordereau APIs when you need a flat, reportable listing across policies.

Required permission: company.policy:read

GET

api

companies

{companyId}

policies

{policyId}

transactions

List Policy Transactions

curl --request GET \
  --url https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions \
  --header 'Authorization: <api-key>'

import requests

url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions"

headers = {"Authorization": "<api-key>"}

response = requests.get(url, headers=headers)

print(response.text)

const options = {method: 'GET', headers: {Authorization: '<api-key>'}};

fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("Authorization", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "items": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440010",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 1,
      "action": "NEW_BUSINESS",
      "effectiveDate": "2025-01-01",
      "transactionTimestamp": "2025-01-15T10:30:00.000Z",
      "createdAt": "2025-01-15T10:30:00.000Z",
      "createdBy": "550e8400-e29b-41d4-a716-446655440090",
      "displayAuthor": null
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440020",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 2,
      "action": "ENDORSE",
      "effectiveDate": "2025-06-01",
      "transactionTimestamp": "2025-05-28T14:30:00.000Z",
      "createdAt": "2025-05-28T14:30:00.000Z",
      "createdBy": "550e8400-e29b-41d4-a716-446655440090",
      "displayAuthor": null
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440021",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 3,
      "action": "CANCEL",
      "effectiveDate": "2025-09-01",
      "transactionTimestamp": "2025-08-25T09:00:00.000Z",
      "createdAt": "2025-08-25T09:00:00.000Z",
      "createdBy": null,
      "displayAuthor": null
    }
  ],
  "totalCount": 3
}

Authorizations

Authorization

string

header

required

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.

Path Parameters

companyId

string<uuid>

required

Company identifier

policyId

string<uuid>

required

Policy identifier

Query Parameters

page

integer

default:1

Page number (1-based, default 1).

Required range: x >= 1

sortDirection

enum<string>

default:asc

Sort direction for policyVersion ordering (default asc). Use asc for chronological order, desc for most-recent-first.

Available options:

asc,

desc

Response

Paginated list of policy transactions

Paginated list of policy transactions.

items

object[]

required

Show child attributes

totalCount

integer

required

Total number of transactions across all pages

⌘I

Getting Started

User

Entities

Event Lifecycle

Policy Transactions

Financials

Rating

Notes

Tasks

Configuration Management

Company Files

Forms

Document Generation

Submission Parsing

Reference

List Policy Transactions

Authorizations

Path Parameters

Query Parameters

Response