curl --request POST \
  --url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/events/{eventId}/import \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "invoices": [
    {
      "actionId": "3a5b7c9d-1e2f-4a4b-6c8d-7e9f0a1b2c3d",
      "categoryId": "550e8400-e29b-41d4-a716-446655440101",
      "incurredDate": "2026-06-01",
      "memo": "Imported loss",
      "lineItems": [
        {
          "lineItemId": "550e8400-e29b-41d4-a716-446655440301",
          "lineItemTypeId": "550e8400-e29b-41d4-a716-446655440111",
          "amountCents": 250000
        }
      ],
      "payee": "550e8400-e29b-41d4-a716-446655440210"
    }
  ],
  "reserves": [
    {
      "actionId": "4b6c8d0e-2f3a-4b5c-7d9e-8f0a1b2c3d4e",
      "categoryId": "550e8400-e29b-41d4-a716-446655440101",
      "expectedTotalCents": 1200000,
      "reserveDate": "2026-06-01"
    }
  ]
}
'

{
  "journalIds": [
    "5c7d9e1f-3a4b-4c6d-8e0f-9a1b2c3d4e5f",
    "3a5b7c9d-1e2f-4a4b-6c8d-7e9f0a1b2c3d",
    "4b6c8d0e-2f3a-4b5c-7d9e-8f0a1b2c3d4e"
  ],
  "invoices": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440701",
      "invoiceNumber": "INV-441202-118",
      "categoryId": "550e8400-e29b-41d4-a716-446655440101",
      "status": "owed",
      "linkedEvent": {
        "id": "550e8400-e29b-41d4-a716-446655440200",
        "displayName": "Claim #1042"
      },
      "linkedPolicy": null,
      "linkedPayee": {
        "id": "550e8400-e29b-41d4-a716-446655440210",
        "entityType": "Organization",
        "displayName": "Smith & Loeb LLP"
      },
      "incurredDate": "2026-06-01",
      "dueDate": null,
      "memo": "Imported loss",
      "fieldData": null,
      "lineItems": [
        {
          "lineItemId": "550e8400-e29b-41d4-a716-446655440301",
          "lineItemTypeId": "550e8400-e29b-41d4-a716-446655440111",
          "memo": null,
          "amountCents": 250000
        }
      ],
      "totalAmountCents": 250000,
      "amountPaidCents": 0,
      "balanceDueCents": 250000,
      "paidDate": null,
      "lastPaymentDate": null,
      "voidedAt": null,
      "deletedAt": null,
      "createdAt": "2026-06-01T10:30:00.000Z",
      "updatedAt": "2026-06-01T10:30:00.000Z",
      "headJournalId": "3a5b7c9d-1e2f-4a4b-6c8d-7e9f0a1b2c3d"
    }
  ],
  "reserves": [
    {
      "categoryId": "550e8400-e29b-41d4-a716-446655440101",
      "expectedTotalCents": 1200000
    }
  ]
}

Maintenance

Import Event Financials

Wholesale refresh of one event’s financials, in ONE transaction — the import composition: sweep (delete every non-deleted invoice currently linked to the event — voided included), then create the new slate of invoices (each linked to the path event, optional per-invoice payee), then set the expected total per reserved category. An empty request (invoices: [], reserves: []) clears the event’s invoices.

Importing replaces, it does not append. The request is the full, authoritative set of the event’s invoices and reserve expectations.

Idempotency — client-authored ids per action. Every create and every reserve set carries its own client-minted actionId (all unique in one request); sweep deletes mint their own. The composition commits atomically, so ANY of your ids already journaled proves the whole prior run committed: the retry short-circuits to your ids plus refreshed read state, re-applying nothing. A mix of journaled and fresh ids is 409 ACTION_ID_REUSED (ids reused across different runs).

No If-Match — the composition locks every touched aggregate. Member-action preconditions surface as 422 with the standard stable codes (e.g. UNKNOWN_ID, DEPRECATED_CONFIG, NOT_RESERVED_CATEGORY, FUTURE_DATE, LINK_TARGET_MISSING); preconditions fail closed — the whole import rolls back. An expected total is UNCONSTRAINED: the composed reserves.set may land a scope’s expected total below its paid-to-date — a legal state whose remaining reserve reads negative (see Set Reserves).

Attachments are sidecar — upload documents through the platform files API; this endpoint takes none.

Required permission: company.payment:update

POST

api

companies

{companyId}

financials

events

{eventId}

import

curl --request POST \
  --url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/events/{eventId}/import \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "invoices": [
    {
      "actionId": "3a5b7c9d-1e2f-4a4b-6c8d-7e9f0a1b2c3d",
      "categoryId": "550e8400-e29b-41d4-a716-446655440101",
      "incurredDate": "2026-06-01",
      "memo": "Imported loss",
      "lineItems": [
        {
          "lineItemId": "550e8400-e29b-41d4-a716-446655440301",
          "lineItemTypeId": "550e8400-e29b-41d4-a716-446655440111",
          "amountCents": 250000
        }
      ],
      "payee": "550e8400-e29b-41d4-a716-446655440210"
    }
  ],
  "reserves": [
    {
      "actionId": "4b6c8d0e-2f3a-4b5c-7d9e-8f0a1b2c3d4e",
      "categoryId": "550e8400-e29b-41d4-a716-446655440101",
      "expectedTotalCents": 1200000,
      "reserveDate": "2026-06-01"
    }
  ]
}
'

{
  "journalIds": [
    "5c7d9e1f-3a4b-4c6d-8e0f-9a1b2c3d4e5f",
    "3a5b7c9d-1e2f-4a4b-6c8d-7e9f0a1b2c3d",
    "4b6c8d0e-2f3a-4b5c-7d9e-8f0a1b2c3d4e"
  ],
  "invoices": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440701",
      "invoiceNumber": "INV-441202-118",
      "categoryId": "550e8400-e29b-41d4-a716-446655440101",
      "status": "owed",
      "linkedEvent": {
        "id": "550e8400-e29b-41d4-a716-446655440200",
        "displayName": "Claim #1042"
      },
      "linkedPolicy": null,
      "linkedPayee": {
        "id": "550e8400-e29b-41d4-a716-446655440210",
        "entityType": "Organization",
        "displayName": "Smith & Loeb LLP"
      },
      "incurredDate": "2026-06-01",
      "dueDate": null,
      "memo": "Imported loss",
      "fieldData": null,
      "lineItems": [
        {
          "lineItemId": "550e8400-e29b-41d4-a716-446655440301",
          "lineItemTypeId": "550e8400-e29b-41d4-a716-446655440111",
          "memo": null,
          "amountCents": 250000
        }
      ],
      "totalAmountCents": 250000,
      "amountPaidCents": 0,
      "balanceDueCents": 250000,
      "paidDate": null,
      "lastPaymentDate": null,
      "voidedAt": null,
      "deletedAt": null,
      "createdAt": "2026-06-01T10:30:00.000Z",
      "updatedAt": "2026-06-01T10:30:00.000Z",
      "headJournalId": "3a5b7c9d-1e2f-4a4b-6c8d-7e9f0a1b2c3d"
    }
  ],
  "reserves": [
    {
      "categoryId": "550e8400-e29b-41d4-a716-446655440101",
      "expectedTotalCents": 1200000
    }
  ]
}

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

eventId

string<uuid>

required

Event identifier — an unknown event is 404

Body

application/json

invoices

object[]

required

The event's new invoice slate, created in order — each linked to the path event

Show child attributes

reserves

object[]

required

The expected total per reserved category — at most one entry per category

Show child attributes

author

string

Optional display label for the source system's author (e.g. the integrator-side user). Stamped as the journal record's display attribution; the acting principal stays the External API service user, so a label can never impersonate an in-app user. Ignored on idempotent replays

Required string length: 1 - 255

Response

A fresh run returns EVERY emitted journal id in execution order (sweep — companions included — then creates, then sets); a short-circuited retry returns the client-authored ids. Either way: the created invoices' current rows and each set scope's refreshed expected total

journalIds

string<uuid>[]

required

Every emitted journal id in execution order (client-authored ids only, on a replayed retry)

invoices

object[]

required

The created invoices' current rows, in request order

Show child attributes

reserves

object[]

required

Each set scope's refreshed expected total

Show child attributes

⌘I

Getting Started

User

Entities

Event Lifecycle

Policy Transactions

Financials

Rating

Notes

Tasks

Configuration Management

Company Files

Forms

Document Generation

Submission Parsing

Reference

Import Event Financials

Authorizations

Path Parameters

Body

Response