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",
      "invoiceNumber": "SL-2026-0398",
      "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",
      "transactionId": "INV-441202-118",
      "invoiceNumber": "SL-2026-0398",
      "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,
      "draftAmountPaidCents": null,
      "paidDate": null,
      "lastPaymentDate": null,
      "approved": false,
      "approvedAt": null,
      "approvalRequired": true,
      "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

Replaces all of one claim’s (event’s) invoices and reserves in one atomic call: it deletes the claim’s current invoices, creates the invoices you send, and sets the expected total of each reserve you send. Use it to bulk load or migrate a claim’s bills and indemnity or expense reserves from another system, or to re-run that load; it records no payments, so add them afterwards with Record Payment (recordFinancialsInvoicePayment). To add one bill without replacing the rest, use Create Invoice (createFinancialsInvoice), and to change one reserve, use Set Reserves (setFinancialsReserve).

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: financials.import

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",
      "invoiceNumber": "SL-2026-0398",
      "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",
      "transactionId": "INV-441202-118",
      "invoiceNumber": "SL-2026-0398",
      "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,
      "draftAmountPaidCents": null,
      "paidDate": null,
      "lastPaymentDate": null,
      "approved": false,
      "approvedAt": null,
      "approvalRequired": true,
      "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

Getting Started

User

Companies

Entities

Submission and Quote Lifecycle

Event Lifecycle

Record Emails

OFAC Screening

Policy Transactions

Policy Invoicing

Financials

Rating

Notes

Tasks

Configuration Management

Company Files

Forms

Document Generation

Submission Parsing

Reference

Import Event Financials

Authorizations

Path Parameters

Body

Response