curl --request PATCH \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId} \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json' \
--data '
{
"displayAuthor": "Data Import"
}
'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}"
payload = { "displayAuthor": "Data Import" }
headers = {
"Authorization": "<api-key>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PATCH',
headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({displayAuthor: 'Data Import'})
};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}', 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/{transactionId}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PATCH",
CURLOPT_POSTFIELDS => json_encode([
'displayAuthor' => 'Data Import'
]),
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}"
payload := strings.NewReader("{\n \"displayAuthor\": \"Data Import\"\n}")
req, _ := http.NewRequest("PATCH", url, payload)
req.Header.Add("Authorization", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.patch("https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}")
.header("Authorization", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"displayAuthor\": \"Data Import\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Patch.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"displayAuthor\": \"Data Import\"\n}"
response = http.request(request)
puts response.read_body{
"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": "Data Import"
}Update Transaction Display Author
Changes the author name shown for a policy transaction in the policy’s
history, for example to label migrated transactions “Data Import”. Use it to
relabel transactions after they were created; to set the label as you book a
transaction, pass displayAuthor to New Business Transaction
(newBusinessPolicyTransaction) or Endorse Policy Transaction
(endorsePolicyTransaction).
This updates display metadata only: policy state is materialized from
the immutable transaction history and cannot be modified here, and audit
attribution (createdBy) is never changed. displayAuthor is the only
accepted field.
Required permission: the permission of the transaction’s OWN type —
policy.new-business, policy.endorse, policy.cancel,
policy.reinstate or policy.renew. Relabelling an endorsement costs
policy.endorse.
curl --request PATCH \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId} \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json' \
--data '
{
"displayAuthor": "Data Import"
}
'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}"
payload = { "displayAuthor": "Data Import" }
headers = {
"Authorization": "<api-key>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PATCH',
headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({displayAuthor: 'Data Import'})
};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}', 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/{transactionId}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PATCH",
CURLOPT_POSTFIELDS => json_encode([
'displayAuthor' => 'Data Import'
]),
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}"
payload := strings.NewReader("{\n \"displayAuthor\": \"Data Import\"\n}")
req, _ := http.NewRequest("PATCH", url, payload)
req.Header.Add("Authorization", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.patch("https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}")
.header("Authorization", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"displayAuthor\": \"Data Import\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Patch.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"displayAuthor\": \"Data Import\"\n}"
response = http.request(request)
puts response.read_body{
"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": "Data Import"
}Authorizations
Path Parameters
Body
Response
The updated transaction
A policy transaction in the transaction-based policy model. Each transaction represents an immutable change set (new business, endorsement, cancellation, reinstatement, or renewal) that produces a new policy version.
