Lists every event’s reserve change history in one feed, as the app’s
company-wide Reserve Updates listing and its export show it: each
expected-total change a user made, each automatic reserve reduction from a
payment, and each reserve history reset marker, with the event it belongs
to and the running reserve after each change. Use it to copy reserve
history into a data warehouse. For one event’s history, use List Reserve
Updates (listFinancialsReserveUpdates); for current reserve, paid, and
incurred figures, use Get Balances (getFinancialsBalances).
Each event’s feed follows the same rules as List Reserve Updates: a
reserve history reset establishes a per-event, per-category horizon — rows
at or before it never render, and the reset itself renders as one marker
row. categoryId narrows the feed to one reserved category. asOfDate
returns the feed as of that date, like the app export’s As of date:
user rows with a later reserveDate and erodingPayment rows with a
later paymentDate are left out; reset markers have no date and always
render.
Cursor-paginated: pass the previous page’s nextCursor back as cursor
until it is null. Rows are ordered by journal execution order, newest
first. A change recorded while you page appears at the top of the feed on
your next full read and never shifts the pages still to come.
Required permission:event.view
GET
/
api
/
v1
/
companies
/
{companyId}
/
financials
/
reserve-updates
List Company Reserve Updates
curl --request GET \ --url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/reserve-updates \ --header 'Authorization: <api-key>'
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
Query Parameters
categoryId
string<uuid>
Only feed rows for this reserved category
asOfDate
string<date>
Return the feed as of this date (ISO YYYY-MM-DD); omit for the current feed
limit
integer
default:50
Page size (default 50, maximum 200)
Required range: 1 <= x <= 200
cursor
string
The previous page's nextCursor, echoed verbatim. Opaque — its internals may change shape at any time
Response
One page of the company-wide reserve-update feed, newest first
A company-wide reserve-update feed row, discriminated by kind: a reserve-update feed row (user, erodingPayment, or reset) plus the event it belongs to and, on user and erodingPayment rows, the running reserve. The same rows the app's company-wide Reserve Updates listing and its export show.
User reserve update
Eroding payment
Reserve history reset
Show child attributes
nextCursor
string | null
required
Cursor for the next page; null exactly when the feed is exhausted
{"docsConfig":{"theme":"mint","$schema":"https://mintlify.com/docs.json","name":"AI Insurance","colors":{"primary":"#714CC5","light":"#D3BFFF","dark":"#A887F3"},"logo":{"light":"https://mintcdn.com/ai-insurance-fmv1/HtPQvD-FDA5nbM7L/logo/dark.jpg?fit=max\u0026auto=format\u0026n=HtPQvD-FDA5nbM7L\u0026q=85\u0026s=14ace86d6e87c6eab47960c514760266","dark":"https://mintcdn.com/ai-insurance-fmv1/HtPQvD-FDA5nbM7L/logo/dark.jpg?fit=max\u0026auto=format\u0026n=HtPQvD-FDA5nbM7L\u0026q=85\u0026s=14ace86d6e87c6eab47960c514760266","href":"https://go.aiinsurance.io"},"favicon":"https://mintcdn.com/ai-insurance-fmv1/HtPQvD-FDA5nbM7L/logo/dark.jpg?fit=max\u0026auto=format\u0026n=HtPQvD-FDA5nbM7L\u0026q=85\u0026s=14ace86d6e87c6eab47960c514760266","navbar":{"links":[{"href":"mailto:support@aiinsurance.io","label":"Support"}],"primary":{"type":"button","label":"Dashboard","href":"https://go.aiinsurance.io"}},"footer":{"socials":{"linkedin":"https://www.linkedin.com/company/a-i-insurance-inc"}},"seo":{"metatags":{"canonical":"https://docs.go.aiinsurance.io"}},"contextual":{"options":["copy","view","chatgpt","claude","perplexity"],"display":"header"},"styling":{"latex":true},"navigation":{"pages":[]}},"deployment":{"deploymentMetadataValue":{"subdomain":"ai-insurance-fmv1","hasAudioNarration":false,"actualSubdomain":"ai-insurance-fmv1","customDomains":["docs.go.aiinsurance.io"],"gitSource":{"type":"github","owner":"ai-insurance","repo":"docs-mirror","deployBranch":"main","contentDirectory":"docs","isPrivate":true,"mountPath":"","label":"","_id":"6af4b096ee8edba08e00c669"},"entitlements":{"AI_CHAT":{"status":"DISABLED"}},"buildId":"6af7498e75f3e5c02082a680","clientVersion":"0.0.4131","searchFilterCounts":[{"language":"default","tag":"API","count":244},{"language":"default","tag":"Financials","count":94},{"language":"default","tag":"App","count":35},{"language":"default","tag":"Policy Transactions","count":34},{"language":"default","tag":"Company Files","count":28},{"language":"default","tag":"Entities","count":25},{"language":"default","tag":"Record Emails","count":23},{"language":"default","tag":"Configuration","count":23},{"language":"default","tag":"Forms","count":18},{"language":"default","tag":"Guides","count":18}]},"assistantConfig":{"enableAskAiButton":false,"enableStarterQuestions":false,"enableContextualStarterQuestions":false,"enableAskAiSearchBar":true},"basePath":"","hasChatPermissions":false,"hasWebMcpPermissions":false,"toggles":[{"name":"kill-isr","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"custom-rbac-roles","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-mintlify-slack","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-integrations-settings","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"rbac-expansion","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-pr-grouping","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"custom-prefix","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"analytics-v7","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"user-flows-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"no-publish-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-onboarding","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving-live","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"stripTemperatureMiddleware","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"support-platform-pylon-zendesk","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"instant-rollback","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications-server","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-fable","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fixed-ai-action-pricing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automation-resolve-merge-conflict","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"scoped-publishing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"mintql","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"page-level-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-version-history-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"billing-page-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"full-page-search","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workspace-projects","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"assistant-v5","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fork-pr-previews","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"revalidation-jwt","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-sso-scim","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"hobby-abuse-scan","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"dashboard-inbox","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-signup","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"turbopuffer-dual-write","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-enabled","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"approve-review-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-metadata","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"sso-setup-deadline-banner","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"turbopuffer-serve","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"live-agents","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"llms-txt-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false}],"googleFontsInlined":false},"customCss":[],"page":{"pagePath":"api-reference/financials/list-company-reserve-updates","slug":"/api-reference/financials/list-company-reserve-updates","pageMetadata":{"title":"List Company Reserve Updates","description":"Lists every event's reserve change history in one feed, as the app's\ncompany-wide Reserve Updates listing and its export show it: each\nexpected-total change a user made, each automatic reserve reduction from a\npayment, and each reserve history reset marker, with the event it belongs\nto and the running reserve after each change. Use it to copy reserve\nhistory into a data warehouse. For one event's history, use List Reserve\nUpdates (`listFinancialsReserveUpdates`); for current reserve, paid, and\nincurred figures, use Get Balances (`getFinancialsBalances`).\n\nEach event's feed follows the same rules as List Reserve Updates: a\nreserve history reset establishes a per-event, per-category horizon — rows\nat or before it never render, and the reset itself renders as one marker\nrow. `categoryId` narrows the feed to one reserved category. `asOfDate`\nreturns the feed as of that date, like the app export's **As of** date:\n`user` rows with a later `reserveDate` and `erodingPayment` rows with a\nlater `paymentDate` are left out; reset markers have no date and always\nrender.\n\nCursor-paginated: pass the previous page's `nextCursor` back as `cursor`\nuntil it is `null`. Rows are ordered by journal execution order, newest\nfirst. A change recorded while you page appears at the top of the feed on\nyour next full read and never shifts the pages still to come.\n\n**Required permission:** `event.view`\n","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/reserve-updates","href":"/api-reference/financials/list-company-reserve-updates","autogeneratedByOpenApi":true},"description":{"compiledSource":"\"use strict\";\nconst {Fragment: _Fragment, jsx: _jsx, jsxs: _jsxs} = arguments[0];\nconst {useMDXComponents: _provideComponents} = arguments[0];\nfunction _createMdxContent(props) {\n const _components = {\n code: \"code\",\n p: \"p\",\n strong: \"strong\",\n ..._provideComponents(),\n ...props.components\n };\n return _jsxs(_Fragment, {\n children: [_jsxs(_components.p, {\n children: [\"Lists every event’s reserve change history in one feed, as the app’s\\ncompany-wide Reserve Updates listing and its export show it: each\\nexpected-total change a user made, each automatic reserve reduction from a\\npayment, and each reserve history reset marker, with the event it belongs\\nto and the running reserve after each change. Use it to copy reserve\\nhistory into a data warehouse. For one event’s history, use List Reserve\\nUpdates (\", _jsx(_components.code, {\n children: \"listFinancialsReserveUpdates\"\n }), \"); for current reserve, paid, and\\nincurred figures, use Get Balances (\", _jsx(_components.code, {\n children: \"getFinancialsBalances\"\n }), \").\"]\n }), \"\\n\", _jsxs(_components.p, {\n children: [\"Each event’s feed follows the same rules as List Reserve Updates: a\\nreserve history reset establishes a per-event, per-category horizon — rows\\nat or before it never render, and the reset itself renders as one marker\\nrow. \", _jsx(_components.code, {\n children: \"categoryId\"\n }), \" narrows the feed to one reserved category. \", _jsx(_components.code, {\n children: \"asOfDate\"\n }), \"\\nreturns the feed as of that date, like the app export’s \", _jsx(_components.strong, {\n children: \"As of\"\n }), \" date:\\n\", _jsx(_components.code, {\n children: \"user\"\n }), \" rows with a later \", _jsx(_components.code, {\n children: \"reserveDate\"\n }), \" and \", _jsx(_components.code, {\n children: \"erodingPayment\"\n }), \" rows with a\\nlater \", _jsx(_components.code, {\n children: \"paymentDate\"\n }), \" are left out; reset markers have no date and always\\nrender.\"]\n }), \"\\n\", _jsxs(_components.p, {\n children: [\"Cursor-paginated: pass the previous page’s \", _jsx(_components.code, {\n children: \"nextCursor\"\n }), \" back as \", _jsx(_components.code, {\n children: \"cursor\"\n }), \"\\nuntil it is \", _jsx(_components.code, {\n children: \"null\"\n }), \". Rows are ordered by journal execution order, newest\\nfirst. A change recorded while you page appears at the top of the feed on\\nyour next full read and never shifts the pages still to come.\"]\n }), \"\\n\", _jsxs(_components.p, {\n children: [_jsx(_components.strong, {\n children: \"Required permission:\"\n }), \" \", _jsx(_components.code, {\n children: \"event.view\"\n })]\n })]\n });\n}\nfunction MDXContent(props = {}) {\n const {wrapper: MDXLayout} = {\n ..._provideComponents(),\n ...props.components\n };\n return MDXLayout ? _jsx(MDXLayout, {\n ...props,\n children: _jsx(_createMdxContent, {\n ...props\n })\n }) : _createMdxContent(props);\n}\nreturn {\n default: MDXContent\n};\n","frontmatter":{},"scope":{}},"pageType":"default","mdx":{"mdxSource":{"compiledSource":"\"use strict\";const{Fragment:_Fragment,jsx:_jsx}=arguments[0];const{useMDXComponents:_provideComponents}=arguments[0];function _createMdxContent(props){return _jsx(_Fragment,{})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"List Company Reserve Updates","description":"Lists every event's reserve change history in one feed, as the app's\ncompany-wide Reserve Updates listing and its export show it: each\nexpected-total change a user made, each automatic reserve reduction from a\npayment, and each reserve history reset marker, with the event it belongs\nto and the running reserve after each change. Use it to copy reserve\nhistory into a data warehouse. For one event's history, use List Reserve\nUpdates (`listFinancialsReserveUpdates`); for current reserve, paid, and\nincurred figures, use Get Balances (`getFinancialsBalances`).\n\nEach event's feed follows the same rules as List Reserve Updates: a\nreserve history reset establishes a per-event, per-category horizon — rows\nat or before it never render, and the reset itself renders as one marker\nrow. `categoryId` narrows the feed to one reserved category. `asOfDate`\nreturns the feed as of that date, like the app export's **As of** date:\n`user` rows with a later `reserveDate` and `erodingPayment` rows with a\nlater `paymentDate` are left out; reset markers have no date and always\nrender.\n\nCursor-paginated: pass the previous page's `nextCursor` back as `cursor`\nuntil it is `null`. Rows are ordered by journal execution order, newest\nfirst. A change recorded while you page appears at the top of the feed on\nyour next full read and never shifts the pages still to come.\n\n**Required permission:** `event.view`\n","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/reserve-updates","href":"/api-reference/financials/list-company-reserve-updates","autogeneratedByOpenApi":true}}},"mdxSourceWithNoJs":null},"mdxExtracts":{"tableOfContents":[],"codeExamples":{}},"jsLinks":[],"openApiReferenceData":{"operation":{"operationId":"listFinancialsCompanyReserveUpdates","summary":"List Company Reserve Updates","description":"Lists every event's reserve change history in one feed, as the app's\ncompany-wide Reserve Updates listing and its export show it: each\nexpected-total change a user made, each automatic reserve reduction from a\npayment, and each reserve history reset marker, with the event it belongs\nto and the running reserve after each change. Use it to copy reserve\nhistory into a data warehouse. For one event's history, use List Reserve\nUpdates (`listFinancialsReserveUpdates`); for current reserve, paid, and\nincurred figures, use Get Balances (`getFinancialsBalances`).\n\nEach event's feed follows the same rules as List Reserve Updates: a\nreserve history reset establishes a per-event, per-category horizon — rows\nat or before it never render, and the reset itself renders as one marker\nrow. `categoryId` narrows the feed to one reserved category. `asOfDate`\nreturns the feed as of that date, like the app export's **As of** date:\n`user` rows with a later `reserveDate` and `erodingPayment` rows with a\nlater `paymentDate` are left out; reset markers have no date and always\nrender.\n\nCursor-paginated: pass the previous page's `nextCursor` back as `cursor`\nuntil it is `null`. Rows are ordered by journal execution order, newest\nfirst. A change recorded while you page appears at the top of the feed on\nyour next full read and never shifts the pages still to come.\n\n**Required permission:** `event.view`\n","tags":["Financials"],"parameters":["a65c90af-3b8b-4bcf-81a7-0aeedff51ca3","92066a3f-c057-45f3-bc55-b6d923d71a68","bb865e40-3efa-477a-8268-231306bd0a63","b8d5d614-2301-42c6-9b9e-e74d08a23634","a2b66506-980c-42ef-95d7-9845bc27440a"],"responses":{"200":"078f84f3-c353-4ab8-86d7-a0e2d8ddd56b","400":"3df36dcc-ba6d-4840-8e53-a84b6b9a3a04","401":"9e9e7041-e3f3-44d6-8bf2-c115fab04cca","403":"64e394c0-26e4-445d-b11e-7ade33ea71fb","404":"a6d9b4bd-fe8f-4285-bd94-43882867ad2f","500":"49f03692-c56f-4122-ad3a-126a52736fd1"},"method":"get","type":"path","servers":["b4993f5b-e21e-4dbd-8ace-9c59b5197d8e"],"security":["35370c79-340a-4ed7-a68a-8c786f4a2235"],"path":"/api/v1/companies/{companyId}/financials/reserve-updates","baseUrlOptions":["https://go.aiinsurance.io"],"title":"List Company Reserve Updates","codeSamples":[],"requiredOnlyExamples":false,"requestExampleType":"generated","responseExampleType":"generated"},"dependencies":{"parameters":{"a65c90af-3b8b-4bcf-81a7-0aeedff51ca3":{"name":"companyId","in":"path","required":true,"schema":{"type":"string","format":"uuid","isRequired":true,"description":"Company identifier","uniqueKey":"","typeLabel":"string\u003cuuid>"},"description":"Company identifier"},"92066a3f-c057-45f3-bc55-b6d923d71a68":{"name":"categoryId","in":"query","schema":{"type":"string","format":"uuid","description":"Only feed rows for this reserved category","uniqueKey":"","typeLabel":"string\u003cuuid>"},"description":"Only feed rows for this reserved category"},"bb865e40-3efa-477a-8268-231306bd0a63":{"name":"asOfDate","in":"query","schema":{"type":"string","format":"date","description":"Return the feed as of this date (ISO `YYYY-MM-DD`); omit for the current feed","uniqueKey":"","typeLabel":"string\u003cdate>"},"description":"Return the feed as of this date (ISO `YYYY-MM-DD`); omit for the current feed","example":"2026-06-30"},"b8d5d614-2301-42c6-9b9e-e74d08a23634":{"name":"limit","in":"query","schema":{"type":"integer","minimum":1,"maximum":200,"default":50,"description":"Page size (default 50, maximum 200)","uniqueKey":"","typeLabel":"integer"},"description":"Page size (default 50, maximum 200)"},"a2b66506-980c-42ef-95d7-9845bc27440a":{"name":"cursor","in":"query","schema":{"type":"string","description":"The previous page's `nextCursor`, echoed verbatim. Opaque — its internals may change shape at any time","uniqueKey":"","typeLabel":"string"},"description":"The previous page's `nextCursor`, echoed verbatim. Opaque — its internals may change shape at any time"}},"responses":{"078f84f3-c353-4ab8-86d7-a0e2d8ddd56b":{"description":"One page of the company-wide reserve-update feed, newest first","content":{"application/json":{"schema":{"type":"object","required":["rows","nextCursor"],"properties":{"rows":{"type":"array","items":{"oneOf":[{"type":"object","title":"User reserve update","description":"A company-wide reserve-update feed row, discriminated by `kind`: a reserve-update feed row (`user`, `erodingPayment`, or `reset`) plus the event it belongs to and, on `user` and `erodingPayment` rows, the running reserve. The same rows the app's company-wide Reserve Updates listing and its export show.","required":["runningReserveCents","linkedEvent","eventReferenceId","kind","journalId","categoryId","reserveDate","previousTotalCents","expectedTotalCents","deltaCents","memo","createdBy","displayAuthor","createdAt"],"properties":{"kind":{"type":"string","enum":["user"],"description":"Row discriminator","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.kind","typeLabel":"enum\u003cstring>"},"journalId":{"type":"string","format":"uuid","description":"The journal record that set the expected total","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.journalId","typeLabel":"string\u003cuuid>"},"categoryId":{"type":"string","format":"uuid","description":"The reserved category the update applies to","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.categoryId","typeLabel":"string\u003cuuid>"},"reserveDate":{"type":"string","format":"date","description":"The update's reserve date (ISO `YYYY-MM-DD`)","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.reserveDate","typeLabel":"string\u003cdate>"},"previousTotalCents":{"type":"integer","description":"The scope's expected total before the update, in integer cents","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.previousTotalCents","typeLabel":"integer"},"expectedTotalCents":{"type":"integer","description":"The expected total the update set, in integer cents","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.expectedTotalCents","typeLabel":"integer"},"deltaCents":{"type":"integer","description":"`expectedTotalCents - previousTotalCents`, in integer cents","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.deltaCents","typeLabel":"integer"},"memo":{"oneOf":[{"type":"string","description":"Free-text memo, or `null`","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.memo.oneOf.0","typeLabel":"string"},{"type":"null","description":"Free-text memo, or `null`","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.memo.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.memo","typeLabel":"string | null"},"createdBy":{"type":"string","format":"uuid","description":"The recording principal's user id — a human for in-app writes, the frozen \"External API\" service user for writes through this API. Never caller-supplied","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.createdBy","typeLabel":"string\u003cuuid>"},"displayAuthor":{"oneOf":[{"type":"string","description":"The write's optional `author` display label, or `null` (attributed to `createdBy`'s user). Clients render `displayAuthor ?? user(createdBy)` — the author only, with no transport-provenance suffix","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.displayAuthor.oneOf.0","typeLabel":"string"},{"type":"null","description":"The write's optional `author` display label, or `null` (attributed to `createdBy`'s user). Clients render `displayAuthor ?? user(createdBy)` — the author only, with no transport-provenance suffix","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.displayAuthor.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.displayAuthor","typeLabel":"string | null"},"createdAt":{"type":"string","format":"date-time","description":"When the update was recorded","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.createdAt","typeLabel":"string\u003cdate-time>"},"linkedEvent":{"type":"object","description":"The event the row belongs to, display-ready (the server resolves the display name; an event without a name shows its reference id, then its id)","required":["id","displayName"],"properties":{"id":{"type":"string","format":"uuid","description":"The event's id","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.linkedEvent.id","typeLabel":"string\u003cuuid>"},"displayName":{"type":"string","description":"The event's display name","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.linkedEvent.displayName","typeLabel":"string"}},"isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.linkedEvent","typeLabel":"object"},"eventReferenceId":{"oneOf":[{"type":"string","description":"The event's own reference id (the app's Event ID column), or `null` when the event has none","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.eventReferenceId.oneOf.0","typeLabel":"string"},{"type":"null","description":"The event's own reference id (the app's Event ID column), or `null` when the event has none","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.eventReferenceId.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.eventReferenceId","typeLabel":"string | null"},"runningReserveCents":{"type":"integer","description":"The event's reserve for this row's category just after this row, in signed integer cents (the app's Reserve column shows its magnitude). Computed over the whole feed, so a row reads the same on every page","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.0.runningReserveCents","typeLabel":"integer"}},"uniqueKey":"rows.items.[INDEX].oneOf.0","typeLabel":"User reserve update · object"},{"type":"object","title":"Eroding payment","description":"A company-wide reserve-update feed row, discriminated by `kind`: a reserve-update feed row (`user`, `erodingPayment`, or `reset`) plus the event it belongs to and, on `user` and `erodingPayment` rows, the running reserve. The same rows the app's company-wide Reserve Updates listing and its export show.","required":["runningReserveCents","linkedEvent","eventReferenceId","kind","journalId","categoryId","invoiceId","paymentId","amountCents","paymentDate","createdAt"],"properties":{"kind":{"type":"string","enum":["erodingPayment"],"description":"Row discriminator","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.kind","typeLabel":"enum\u003cstring>"},"journalId":{"type":"string","format":"uuid","description":"The journal record that recorded the payment","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.journalId","typeLabel":"string\u003cuuid>"},"categoryId":{"type":"string","format":"uuid","description":"The reserved category the payment erodes","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.categoryId","typeLabel":"string\u003cuuid>"},"invoiceId":{"type":"string","format":"uuid","description":"The invoice the payment was recorded on","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.invoiceId","typeLabel":"string\u003cuuid>"},"paymentId":{"type":"string","format":"uuid","description":"The payment's id","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.paymentId","typeLabel":"string\u003cuuid>"},"amountCents":{"type":"integer","description":"The payment amount in integer cents","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.amountCents","typeLabel":"integer"},"paymentDate":{"type":"string","format":"date","description":"The payment date (ISO `YYYY-MM-DD`)","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.paymentDate","typeLabel":"string\u003cdate>"},"createdAt":{"type":"string","format":"date-time","description":"When the payment was recorded","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.createdAt","typeLabel":"string\u003cdate-time>"},"linkedEvent":{"type":"object","description":"The event the row belongs to, display-ready (the server resolves the display name; an event without a name shows its reference id, then its id)","required":["id","displayName"],"properties":{"id":{"type":"string","format":"uuid","description":"The event's id","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.linkedEvent.id","typeLabel":"string\u003cuuid>"},"displayName":{"type":"string","description":"The event's display name","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.linkedEvent.displayName","typeLabel":"string"}},"isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.linkedEvent","typeLabel":"object"},"eventReferenceId":{"oneOf":[{"type":"string","description":"The event's own reference id (the app's Event ID column), or `null` when the event has none","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.eventReferenceId.oneOf.0","typeLabel":"string"},{"type":"null","description":"The event's own reference id (the app's Event ID column), or `null` when the event has none","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.eventReferenceId.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.eventReferenceId","typeLabel":"string | null"},"runningReserveCents":{"type":"integer","description":"The event's reserve for this row's category just after this row, in signed integer cents (the app's Reserve column shows its magnitude). Computed over the whole feed, so a row reads the same on every page","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.1.runningReserveCents","typeLabel":"integer"}},"uniqueKey":"rows.items.[INDEX].oneOf.1","typeLabel":"Eroding payment · object"},{"type":"object","title":"Reserve history reset","description":"A company-wide reserve-update feed row, discriminated by `kind`: a reserve-update feed row (`user`, `erodingPayment`, or `reset`) plus the event it belongs to and, on `user` and `erodingPayment` rows, the running reserve. The same rows the app's company-wide Reserve Updates listing and its export show.","required":["linkedEvent","eventReferenceId","kind","journalId","categoryId","reversedUserReserveCents","createdBy","displayAuthor","createdAt"],"properties":{"kind":{"type":"string","enum":["reset"],"description":"Row discriminator","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.kind","typeLabel":"enum\u003cstring>"},"journalId":{"type":"string","format":"uuid","description":"The journal record of the reset","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.journalId","typeLabel":"string\u003cuuid>"},"categoryId":{"type":"string","format":"uuid","description":"The reserved category whose history was reset","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.categoryId","typeLabel":"string\u003cuuid>"},"reversedUserReserveCents":{"type":"integer","description":"The user-reserve amount the reset reversed, in integer cents","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.reversedUserReserveCents","typeLabel":"integer"},"createdBy":{"type":"string","format":"uuid","description":"The resetting principal's user id — a human for in-app writes, the frozen \"External API\" service user for writes through this API. Never caller-supplied","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.createdBy","typeLabel":"string\u003cuuid>"},"displayAuthor":{"oneOf":[{"type":"string","description":"The write's optional `author` display label, or `null` (attributed to `createdBy`'s user)","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.displayAuthor.oneOf.0","typeLabel":"string"},{"type":"null","description":"The write's optional `author` display label, or `null` (attributed to `createdBy`'s user)","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.displayAuthor.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.displayAuthor","typeLabel":"string | null"},"createdAt":{"type":"string","format":"date-time","description":"When the reset was recorded","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.createdAt","typeLabel":"string\u003cdate-time>"},"linkedEvent":{"type":"object","description":"The event the row belongs to, display-ready (the server resolves the display name; an event without a name shows its reference id, then its id)","required":["id","displayName"],"properties":{"id":{"type":"string","format":"uuid","description":"The event's id","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.linkedEvent.id","typeLabel":"string\u003cuuid>"},"displayName":{"type":"string","description":"The event's display name","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.linkedEvent.displayName","typeLabel":"string"}},"isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.linkedEvent","typeLabel":"object"},"eventReferenceId":{"oneOf":[{"type":"string","description":"The event's own reference id (the app's Event ID column), or `null` when the event has none","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.eventReferenceId.oneOf.0","typeLabel":"string"},{"type":"null","description":"The event's own reference id (the app's Event ID column), or `null` when the event has none","isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.eventReferenceId.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"rows.items.[INDEX].oneOf.2.eventReferenceId","typeLabel":"string | null"}},"uniqueKey":"rows.items.[INDEX].oneOf.2","typeLabel":"Reserve history reset · object"}],"uniqueKey":"rows.items.[INDEX]","typeLabel":"User reserve update · object | Eroding payment · object | Reserve history reset · object"},"isRequired":true,"uniqueKey":"rows","typeLabel":"(User reserve update · object | Eroding payment · object | Reserve history reset · object)[]"},"nextCursor":{"oneOf":[{"type":"string","description":"Cursor for the next page; `null` exactly when the feed is exhausted","isRequired":true,"uniqueKey":"nextCursor.oneOf.0","typeLabel":"string"},{"type":"null","description":"Cursor for the next page; `null` exactly when the feed is exhausted","isRequired":true,"uniqueKey":"nextCursor.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"nextCursor","typeLabel":"string | null"}},"uniqueKey":"","typeLabel":"object"},"examples":{"success":{"title":"success","value":{"rows":[{"kind":"erodingPayment","journalId":"550e8400-e29b-41d4-a716-446655440903","categoryId":"550e8400-e29b-41d4-a716-446655440100","invoiceId":"550e8400-e29b-41d4-a716-446655440700","paymentId":"550e8400-e29b-41d4-a716-446655440800","amountCents":4000,"paymentDate":"2026-06-10","createdAt":"2026-06-10T09:00:00.000Z","linkedEvent":{"id":"550e8400-e29b-41d4-a716-446655440500","displayName":"Warehouse Fire"},"eventReferenceId":"A1B2C3","runningReserveCents":6000},{"kind":"user","journalId":"550e8400-e29b-41d4-a716-446655440902","categoryId":"550e8400-e29b-41d4-a716-446655440100","reserveDate":"2026-06-01","previousTotalCents":0,"expectedTotalCents":10000,"deltaCents":10000,"memo":"Initial reserve","createdBy":"550e8400-e29b-41d4-a716-446655440999","displayAuthor":null,"createdAt":"2026-06-01T10:30:00.000Z","linkedEvent":{"id":"550e8400-e29b-41d4-a716-446655440500","displayName":"Warehouse Fire"},"eventReferenceId":"A1B2C3","runningReserveCents":10000},{"kind":"reset","journalId":"550e8400-e29b-41d4-a716-446655440901","categoryId":"550e8400-e29b-41d4-a716-446655440100","reversedUserReserveCents":2500,"createdBy":"550e8400-e29b-41d4-a716-446655440999","displayAuthor":null,"createdAt":"2026-05-01T08:00:00.000Z","linkedEvent":{"id":"550e8400-e29b-41d4-a716-446655440500","displayName":"Warehouse Fire"},"eventReferenceId":"A1B2C3"}],"nextCursor":"eyJ2IjoxLCJzZXEiOjEyMzQ1fQ"}},"lastPage":{"title":"lastPage","value":{"rows":[],"nextCursor":null}}},"exampleType":"examples"}},"exampleType":"examples"},"3df36dcc-ba6d-4840-8e53-a84b6b9a3a04":{"description":"Bad Request — an unknown query field, a malformed parameter, or an invalid cursor","content":{"application/json":{"schema":{"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","isRequired":true,"uniqueKey":"error.code","typeLabel":"string"},"message":{"type":"string","description":"Human-readable error message","example":"submissionId: Required field is missing","isRequired":true,"uniqueKey":"error.message","typeLabel":"string"},"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","uniqueKey":"error.userMessages.items.[INDEX]","typeLabel":"string"},"example":["Exposures of type 'company' require an address"],"uniqueKey":"error.userMessages","typeLabel":"string[]"},"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","uniqueKey":"error.details.items.[INDEX].field","typeLabel":"string"},"code":{"type":"string","description":"Stable problem code for this individual validation failure","example":"BLANK_LIST_ELEMENT","uniqueKey":"error.details.items.[INDEX].code","typeLabel":"string"},"reason":{"type":"string","description":"Stable reason the value violates its canonical contract","example":"blank-list-element","uniqueKey":"error.details.items.[INDEX].reason","typeLabel":"string"},"expected":{"type":"string","description":"The expected canonical value contract","example":"nonblank trimmed string","uniqueKey":"error.details.items.[INDEX].expected","typeLabel":"string"},"message":{"type":"string","description":"Description of the field error","example":"Required field is missing","uniqueKey":"error.details.items.[INDEX].message","typeLabel":"string"}},"uniqueKey":"error.details.items.[INDEX]","typeLabel":"object"},"uniqueKey":"error.details","typeLabel":"object[]"}},"isRequired":true,"uniqueKey":"error","typeLabel":"object"}},"uniqueKey":"","typeLabel":"object"},"examples":{"malformedAsOfDate":{"title":"malformedAsOfDate","value":{"error":{"code":"VALIDATION_ERROR","message":"asOfDate: Expected an ISO date (YYYY-MM-DD)","userMessages":["asOfDate: Expected an ISO date (YYYY-MM-DD)"]}}},"invalidCursor":{"title":"invalidCursor","value":{"error":{"code":"INVALID_CURSOR","message":"The cursor is not a valid pagination cursor for this listing.","userMessages":["The cursor is not a valid pagination cursor for this listing."]}}}},"exampleType":"examples"}},"exampleType":"examples"},"9e9e7041-e3f3-44d6-8bf2-c115fab04cca":{"description":"Unauthorized - Invalid or missing API key","content":{"application/json":{"schema":{"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","isRequired":true,"uniqueKey":"error.code","typeLabel":"string"},"message":{"type":"string","description":"Human-readable error message","example":"submissionId: Required field is missing","isRequired":true,"uniqueKey":"error.message","typeLabel":"string"},"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","uniqueKey":"error.userMessages.items.[INDEX]","typeLabel":"string"},"example":["Exposures of type 'company' require an address"],"uniqueKey":"error.userMessages","typeLabel":"string[]"},"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","uniqueKey":"error.details.items.[INDEX].field","typeLabel":"string"},"code":{"type":"string","description":"Stable problem code for this individual validation failure","example":"BLANK_LIST_ELEMENT","uniqueKey":"error.details.items.[INDEX].code","typeLabel":"string"},"reason":{"type":"string","description":"Stable reason the value violates its canonical contract","example":"blank-list-element","uniqueKey":"error.details.items.[INDEX].reason","typeLabel":"string"},"expected":{"type":"string","description":"The expected canonical value contract","example":"nonblank trimmed string","uniqueKey":"error.details.items.[INDEX].expected","typeLabel":"string"},"message":{"type":"string","description":"Description of the field error","example":"Required field is missing","uniqueKey":"error.details.items.[INDEX].message","typeLabel":"string"}},"uniqueKey":"error.details.items.[INDEX]","typeLabel":"object"},"uniqueKey":"error.details","typeLabel":"object[]"}},"isRequired":true,"uniqueKey":"error","typeLabel":"object"}},"uniqueKey":"","typeLabel":"object"},"examples":{"missingApiKey":{"title":"missingApiKey","value":{"error":{"code":"AuthenticationError","message":"API key authentication required","userMessages":["API key authentication required"]}}},"invalidApiKey":{"title":"invalidApiKey","value":{"error":{"code":"AuthenticationError","message":"Invalid API key","userMessages":["Invalid API key"]}}}},"exampleType":"examples"}},"exampleType":"examples"},"64e394c0-26e4-445d-b11e-7ade33ea71fb":{"description":"Forbidden - Insufficient permissions","content":{"application/json":{"schema":{"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","isRequired":true,"uniqueKey":"error.code","typeLabel":"string"},"message":{"type":"string","description":"Human-readable error message","example":"submissionId: Required field is missing","isRequired":true,"uniqueKey":"error.message","typeLabel":"string"},"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","uniqueKey":"error.userMessages.items.[INDEX]","typeLabel":"string"},"example":["Exposures of type 'company' require an address"],"uniqueKey":"error.userMessages","typeLabel":"string[]"},"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","uniqueKey":"error.details.items.[INDEX].field","typeLabel":"string"},"code":{"type":"string","description":"Stable problem code for this individual validation failure","example":"BLANK_LIST_ELEMENT","uniqueKey":"error.details.items.[INDEX].code","typeLabel":"string"},"reason":{"type":"string","description":"Stable reason the value violates its canonical contract","example":"blank-list-element","uniqueKey":"error.details.items.[INDEX].reason","typeLabel":"string"},"expected":{"type":"string","description":"The expected canonical value contract","example":"nonblank trimmed string","uniqueKey":"error.details.items.[INDEX].expected","typeLabel":"string"},"message":{"type":"string","description":"Description of the field error","example":"Required field is missing","uniqueKey":"error.details.items.[INDEX].message","typeLabel":"string"}},"uniqueKey":"error.details.items.[INDEX]","typeLabel":"object"},"uniqueKey":"error.details","typeLabel":"object[]"}},"isRequired":true,"uniqueKey":"error","typeLabel":"object"}},"uniqueKey":"","typeLabel":"object"},"examples":{"insufficientPermissions":{"title":"insufficientPermissions","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":{"title":"companyMismatch","value":{"error":{"code":"AuthorizationError","message":"API key is not scoped to the requested company","userMessages":["API key is not scoped to the requested company"]}}}},"exampleType":"examples"}},"exampleType":"examples"},"a6d9b4bd-fe8f-4285-bd94-43882867ad2f":{"description":"Not returned by this endpoint: a company with no reserve history reads as an empty feed","content":{"application/json":{"schema":{"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","isRequired":true,"uniqueKey":"error.code","typeLabel":"string"},"message":{"type":"string","description":"Human-readable error message","example":"submissionId: Required field is missing","isRequired":true,"uniqueKey":"error.message","typeLabel":"string"},"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","uniqueKey":"error.userMessages.items.[INDEX]","typeLabel":"string"},"example":["Exposures of type 'company' require an address"],"uniqueKey":"error.userMessages","typeLabel":"string[]"},"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","uniqueKey":"error.details.items.[INDEX].field","typeLabel":"string"},"code":{"type":"string","description":"Stable problem code for this individual validation failure","example":"BLANK_LIST_ELEMENT","uniqueKey":"error.details.items.[INDEX].code","typeLabel":"string"},"reason":{"type":"string","description":"Stable reason the value violates its canonical contract","example":"blank-list-element","uniqueKey":"error.details.items.[INDEX].reason","typeLabel":"string"},"expected":{"type":"string","description":"The expected canonical value contract","example":"nonblank trimmed string","uniqueKey":"error.details.items.[INDEX].expected","typeLabel":"string"},"message":{"type":"string","description":"Description of the field error","example":"Required field is missing","uniqueKey":"error.details.items.[INDEX].message","typeLabel":"string"}},"uniqueKey":"error.details.items.[INDEX]","typeLabel":"object"},"uniqueKey":"error.details","typeLabel":"object[]"}},"isRequired":true,"uniqueKey":"error","typeLabel":"object"}},"uniqueKey":"","typeLabel":"object"},"examples":{"Example":{"title":"Example","value":{"error":{"code":"VALIDATION_ERROR","message":"submissionId: Required field is missing","userMessages":["Exposures of type 'company' require an address"],"details":[{"field":"submissionId","code":"BLANK_LIST_ELEMENT","reason":"blank-list-element","expected":"nonblank trimmed string","message":"Required field is missing"}]}}}},"exampleType":"generated"}},"exampleType":"generated"},"49f03692-c56f-4122-ad3a-126a52736fd1":{"description":"Internal Server Error - Unexpected error occurred","content":{"application/json":{"schema":{"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","isRequired":true,"uniqueKey":"error.code","typeLabel":"string"},"message":{"type":"string","description":"Human-readable error message","example":"submissionId: Required field is missing","isRequired":true,"uniqueKey":"error.message","typeLabel":"string"},"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","uniqueKey":"error.userMessages.items.[INDEX]","typeLabel":"string"},"example":["Exposures of type 'company' require an address"],"uniqueKey":"error.userMessages","typeLabel":"string[]"},"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","uniqueKey":"error.details.items.[INDEX].field","typeLabel":"string"},"code":{"type":"string","description":"Stable problem code for this individual validation failure","example":"BLANK_LIST_ELEMENT","uniqueKey":"error.details.items.[INDEX].code","typeLabel":"string"},"reason":{"type":"string","description":"Stable reason the value violates its canonical contract","example":"blank-list-element","uniqueKey":"error.details.items.[INDEX].reason","typeLabel":"string"},"expected":{"type":"string","description":"The expected canonical value contract","example":"nonblank trimmed string","uniqueKey":"error.details.items.[INDEX].expected","typeLabel":"string"},"message":{"type":"string","description":"Description of the field error","example":"Required field is missing","uniqueKey":"error.details.items.[INDEX].message","typeLabel":"string"}},"uniqueKey":"error.details.items.[INDEX]","typeLabel":"object"},"uniqueKey":"error.details","typeLabel":"object[]"}},"isRequired":true,"uniqueKey":"error","typeLabel":"object"}},"uniqueKey":"","typeLabel":"object"},"examples":{"internalError":{"title":"internalError","value":{"error":{"code":"UncaughtActionError","message":"Uncaught error occurred in \u003cactionName>","userMessages":["An unexpected error occurred. Please try again later."]}}}},"exampleType":"examples"}},"exampleType":"examples"}},"security":{"35370c79-340a-4ed7-a68a-8c786f4a2235":{"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.","scopes":[],"schemeName":"ApiKeyAuth"}}},"servers":{"b4993f5b-e21e-4dbd-8ace-9c59b5197d8e":{"url":"https://go.aiinsurance.io","description":"Production"}},"processedSecurityOptions":[{"schemes":[{"scheme":{"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.","scopes":[],"schemeName":"ApiKeyAuth"},"schema":{"title":"Authorization","type":"string","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.","isRequired":true,"typeLabel":"string","deprecated":false},"schemeName":"ApiKeyAuth","name":"Authorization"}],"title":"ApiKeyAuth"}]},"originalFileLocation":"openapi/generated-external-api.yaml"},"subdomain":"ai-insurance-fmv1","siteName":"AI Insurance","title":"List Company Reserve Updates - AI Insurance","navMaps":{"firstHrefInVersion":{},"firstHrefInLanguage":{}},"lastModified":"2026-11-13T17:32:14.271Z","originalFileLocation":"api-reference/financials/list-company-reserve-updates.mdx"},"headHtml":"\u003cscript data-mint-head>(function(){var d=document.documentElement,p=null;if(!p){try{p=localStorage.getItem(\"isDarkMode\")}catch(e){}if(p==='true')p='dark';else if(p==='false')p='light';if(p!=='light'\u0026\u0026p!=='dark'\u0026\u0026p!=='system')p=\"system\"}var r=p==='system'?(matchMedia(\"(prefers-color-scheme: dark)\").matches?'dark':'light'):p;d.classList.remove(r==='dark'?'light':'dark');d.classList.add(r);d.setAttribute(\"data-theme-preference\",p)})();\u003c/script>\u003cmeta data-mint-head name=\"description\" content=\"Lists every event\u0026#x27;s reserve change history in one feed, as the app\u0026#x27;s company-wide Reserve Updates listing and its export show it: each expected-total change a user made, each automatic reserve reduction from a payment, and each reserve history reset marker, with the event it belongs to and the running reserve after each change. Use it to copy reserve history into a data warehouse. For one event\u0026#x27;s history, use List Reserve Updates (listFinancialsReserveUpdates); for current reserve, paid, and incurred figures, use Get Balances (getFinancialsBalances). Each event\u0026#x27;s feed follows the same rules as List Reserve Updates: a reserve history reset establishes a per-event, per-category horizon — rows at or before it never render, and the reset itself renders as one marker row. categoryId narrows the feed to one reserved category. asOfDate returns the feed as of that date, like the app export\u0026#x27;s As of date: user rows with a later reserveDate and erodingPayment rows with a later paymentDate are left out; reset markers have no date and always render. Cursor-paginated: pass the previous page\u0026#x27;s nextCursor back as cursor until it is null. Rows are ordered by journal execution order, newest first. A change recorded while you page appears at the top of the feed on your next full read and never shifts the pages still to come. Required permission: event.view\">\u003cmeta data-mint-head name=\"application-name\" content=\"AI Insurance\">\u003cmeta data-mint-head name=\"generator\" content=\"Mintlify\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/ai-insurance-fmv1/OV-zcpS7BkiQB75q/_generated/favicon/android-chrome-192x192.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"apple-touch-icon\" type=\"image/png\" sizes=\"180x180\" href=\"/mintlify-assets/_mintlify/favicons/ai-insurance-fmv1/OV-zcpS7BkiQB75q/_generated/favicon/apple-touch-icon.png\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/ai-insurance-fmv1/OV-zcpS7BkiQB75q/_generated/favicon/favicon-16x16.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/ai-insurance-fmv1/OV-zcpS7BkiQB75q/_generated/favicon/favicon-32x32.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/ai-insurance-fmv1/OV-zcpS7BkiQB75q/_generated/favicon/favicon.ico\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/ai-insurance-fmv1/OV-zcpS7BkiQB75q/_generated/favicon-dark/android-chrome-192x192.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/ai-insurance-fmv1/OV-zcpS7BkiQB75q/_generated/favicon-dark/favicon-16x16.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/ai-insurance-fmv1/OV-zcpS7BkiQB75q/_generated/favicon-dark/favicon-32x32.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/ai-insurance-fmv1/OV-zcpS7BkiQB75q/_generated/favicon-dark/favicon.ico\" media=\"(prefers-color-scheme: dark)\">\u003cmeta data-mint-head property=\"og:title\" content=\"List Company Reserve Updates - AI Insurance\">\u003cmeta data-mint-head property=\"og:description\" content=\"Lists every event\u0026#x27;s reserve change history in one feed, as the app\u0026#x27;s company-wide Reserve Updates listing and its export show it: each expected-total change a user made, each automatic reserve reduction from a payment, and each reserve history reset marker, with the event it belongs to and the running reserve after each change. Use it to copy reserve history into a data warehouse. For one event\u0026#x27;s history, use List Reserve Updates (listFinancialsReserveUpdates); for current reserve, paid, and incurred figures, use Get Balances (getFinancialsBalances). Each event\u0026#x27;s feed follows the same rules as List Reserve Updates: a reserve history reset establishes a per-event, per-category horizon — rows at or before it never render, and the reset itself renders as one marker row. categoryId narrows the feed to one reserved category. asOfDate returns the feed as of that date, like the app export\u0026#x27;s As of date: user rows with a later reserveDate and erodingPayment rows with a later paymentDate are left out; reset markers have no date and always render. Cursor-paginated: pass the previous page\u0026#x27;s nextCursor back as cursor until it is null. Rows are ordered by journal execution order, newest first. A change recorded while you page appears at the top of the feed on your next full read and never shifts the pages still to come. Required permission: event.view\">\u003cmeta data-mint-head property=\"og:site_name\" content=\"AI Insurance\">\u003cmeta data-mint-head property=\"og:url\" content=\"https://docs.go.aiinsurance.io/api-reference/financials/list-company-reserve-updates\">\u003cmeta data-mint-head property=\"og:type\" content=\"website\">\u003cmeta data-mint-head property=\"og:image\" content=\"https://ai-insurance-fmv1.mintlify.site/_mintlify/api/og/v2?division=Reserves\u0026amp;title=List+Company+Reserve+Updates\u0026amp;description=Lists+every+event%27s+reserve+change+history+in+one+feed%2C+as+the+app%27s%0Acompany-wide+Reserve+Updates+listing+and+its+export+show+it%3A+each%0Aexpected-total+change+a+u\u0026amp;theme=0995c531691aeb9df7f9b066\u0026amp;signature=74c3e57a51ea44f925fd9718aeb093245a4dd22414bfa8f1f3896737c9c25db7\">\u003cmeta data-mint-head property=\"og:image:width\" content=\"1200\">\u003cmeta data-mint-head property=\"og:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"twitter:card\" content=\"summary_large_image\">\u003cmeta data-mint-head name=\"twitter:title\" content=\"List Company Reserve Updates - AI Insurance\">\u003cmeta data-mint-head name=\"twitter:description\" content=\"Lists every event\u0026#x27;s reserve change history in one feed, as the app\u0026#x27;s company-wide Reserve Updates listing and its export show it: each expected-total change a user made, each automatic reserve reduction from a payment, and each reserve history reset marker, with the event it belongs to and the running reserve after each change. Use it to copy reserve history into a data warehouse. For one event\u0026#x27;s history, use List Reserve Updates (listFinancialsReserveUpdates); for current reserve, paid, and incurred figures, use Get Balances (getFinancialsBalances). Each event\u0026#x27;s feed follows the same rules as List Reserve Updates: a reserve history reset establishes a per-event, per-category horizon — rows at or before it never render, and the reset itself renders as one marker row. categoryId narrows the feed to one reserved category. asOfDate returns the feed as of that date, like the app export\u0026#x27;s As of date: user rows with a later reserveDate and erodingPayment rows with a later paymentDate are left out; reset markers have no date and always render. Cursor-paginated: pass the previous page\u0026#x27;s nextCursor back as cursor until it is null. Rows are ordered by journal execution order, newest first. A change recorded while you page appears at the top of the feed on your next full read and never shifts the pages still to come. Required permission: event.view\">\u003cmeta data-mint-head name=\"twitter:image\" content=\"https://ai-insurance-fmv1.mintlify.site/_mintlify/api/og/v2?division=Reserves\u0026amp;title=List+Company+Reserve+Updates\u0026amp;description=Lists+every+event%27s+reserve+change+history+in+one+feed%2C+as+the+app%27s%0Acompany-wide+Reserve+Updates+listing+and+its+export+show+it%3A+each%0Aexpected-total+change+a+u\u0026amp;theme=0995c531691aeb9df7f9b066\u0026amp;signature=74c3e57a51ea44f925fd9718aeb093245a4dd22414bfa8f1f3896737c9c25db7\">\u003cmeta data-mint-head name=\"twitter:image:width\" content=\"1200\">\u003cmeta data-mint-head name=\"twitter:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"msapplication-config\" content=\"/mintlify-assets/_mintlify/favicons/ai-insurance-fmv1/OV-zcpS7BkiQB75q/_generated/favicon/browserconfig.xml\">\u003cmeta data-mint-head name=\"apple-mobile-web-app-title\" content=\"AI Insurance\">\u003cmeta data-mint-head name=\"msapplication-TileColor\" content=\"#714CC5\">\u003clink data-mint-head rel=\"canonical\" href=\"https://docs.go.aiinsurance.io/api-reference/financials/list-company-reserve-updates\">\u003clink data-mint-head rel=\"alternate\" type=\"application/xml\" href=\"/sitemap.xml\">\u003clink data-mint-head rel=\"alternate\" type=\"text/markdown\" href=\"/api-reference/financials/list-company-reserve-updates.md\">\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https://docs.go.aiinsurance.io/#organization\",\"name\":\"AI Insurance\",\"url\":\"https://docs.go.aiinsurance.io\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https://mintcdn.com/ai-insurance-fmv1/HtPQvD-FDA5nbM7L/logo/dark.jpg?fit=max\u0026auto=format\u0026n=HtPQvD-FDA5nbM7L\u0026q=85\u0026s=14ace86d6e87c6eab47960c514760266\"}},{\"@type\":\"WebSite\",\"@id\":\"https://docs.go.aiinsurance.io#website\",\"name\":\"AI Insurance\",\"url\":\"https://docs.go.aiinsurance.io\",\"publisher\":{\"@id\":\"https://docs.go.aiinsurance.io/#organization\"}},{\"@type\":\"WebPage\",\"@id\":\"https://docs.go.aiinsurance.io/api-reference/financials/list-company-reserve-updates#webpage\",\"url\":\"https://docs.go.aiinsurance.io/api-reference/financials/list-company-reserve-updates\",\"name\":\"List Company Reserve Updates\",\"description\":\"Lists every event's reserve change history in one feed, as the app's company-wide Reserve Updates listing and its export show it: each expected-total change a user made, each automatic reserve reduction from a payment, and each reserve history reset marker, with the event it belongs to and the running reserve after each change. Use it to copy reserve history into a data warehouse. For one event's history, use List Reserve Updates (listFinancialsReserveUpdates); for current reserve, paid, and incurred figures, use Get Balances (getFinancialsBalances). Each event's feed follows the same rules as List Reserve Updates: a reserve history reset establishes a per-event, per-category horizon — rows at or before it never render, and the reset itself renders as one marker row. categoryId narrows the feed to one reserved category. asOfDate returns the feed as of that date, like the app export's As of date: user rows with a later reserveDate and erodingPayment rows with a later paymentDate are left out; reset markers have no date and always render. Cursor-paginated: pass the previous page's nextCursor back as cursor until it is null. Rows are ordered by journal execution order, newest first. A change recorded while you page appears at the top of the feed on your next full read and never shifts the pages still to come. Required permission: event.view\",\"dateModified\":\"2026-11-13T17:32:14.271Z\",\"isPartOf\":{\"@id\":\"https://docs.go.aiinsurance.io#website\"},\"breadcrumb\":{\"@id\":\"https://docs.go.aiinsurance.io/api-reference/financials/list-company-reserve-updates#breadcrumb\"}},{\"@type\":\"BreadcrumbList\",\"@id\":\"https://docs.go.aiinsurance.io/api-reference/financials/list-company-reserve-updates#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Financials\",\"item\":\"https://docs.go.aiinsurance.io/api-reference/financials/overview\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Reserves\",\"item\":\"https://docs.go.aiinsurance.io/api-reference/financials/set-reserves\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"List Company Reserve Updates\",\"item\":\"https://docs.go.aiinsurance.io/api-reference/financials/list-company-reserve-updates\"}]},{\"@type\":[\"TechArticle\",\"APIReference\"],\"@id\":\"https://docs.go.aiinsurance.io/api-reference/financials/list-company-reserve-updates#apireference\",\"headline\":\"List Company Reserve Updates\",\"name\":\"List Company Reserve Updates\",\"description\":\"Lists every event's reserve change history in one feed, as the app's company-wide Reserve Updates listing and its export show it: each expected-total change a user made, each automatic reserve reduction from a payment, and each reserve history reset marker, with the event it belongs to and the running reserve after each change. Use it to copy reserve history into a data warehouse. For one event's history, use List Reserve Updates (listFinancialsReserveUpdates); for current reserve, paid, and incurred figures, use Get Balances (getFinancialsBalances). Each event's feed follows the same rules as List Reserve Updates: a reserve history reset establishes a per-event, per-category horizon — rows at or before it never render, and the reset itself renders as one marker row. categoryId narrows the feed to one reserved category. asOfDate returns the feed as of that date, like the app export's As of date: user rows with a later reserveDate and erodingPayment rows with a later paymentDate are left out; reset markers have no date and always render. Cursor-paginated: pass the previous page's nextCursor back as cursor until it is null. Rows are ordered by journal execution order, newest first. A change recorded while you page appears at the top of the feed on your next full read and never shifts the pages still to come. Required permission: event.view\",\"url\":\"https://docs.go.aiinsurance.io/api-reference/financials/list-company-reserve-updates\",\"mainEntityOfPage\":{\"@id\":\"https://docs.go.aiinsurance.io/api-reference/financials/list-company-reserve-updates#webpage\"},\"dateModified\":\"2026-11-13T17:32:14.271Z\",\"publisher\":{\"@id\":\"https://docs.go.aiinsurance.io/#organization\"},\"isPartOf\":{\"@id\":\"https://docs.go.aiinsurance.io#website\"}}]}\u003c/script>\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@type\":\"WebSite\",\"name\":\"AI Insurance\",\"publisher\":{\"@type\":\"Organization\",\"name\":\"AI Insurance\"},\"provider\":{\"@type\":\"Organization\",\"name\":\"Mintlify\",\"url\":\"https://mintlify.com\"}}\u003c/script>","agentPointerHref":"/api-reference/financials/list-company-reserve-updates.md","siteName":"AI Insurance","nav":{"global":null,"tabs":[{"tab":"Home","pages":[{"title":"Home","href":"/homepage"}]},{"tab":"App","pages":[{"title":"App","href":"/app/getting-started/overview"}]},{"tab":"Entities","pages":[{"title":"Entities","href":"/entities/overview"}]},{"tab":"Markets","pages":[{"title":"Markets","href":"/markets/overview"}]},{"tab":"Financials","pages":[{"title":"Financials","href":"/financials/overview"}]},{"tab":"API","groups":[{"group":"Getting Started","pages":[{"title":"Overview","href":"/api-reference/overview"},{"title":"Roadmap","href":"/api-reference/roadmap"},{"title":"Generating API Keys","href":"/api-reference/authentication"},{"title":"MCP Connector (Beta)","href":"/api-reference/mcp-connector"}]},{"group":"User","pages":[{"title":"Get my profile","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/me","href":"/api-reference/user/get-my-profile"},{"title":"List my accessible companies","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/me/companies","href":"/api-reference/user/list-my-accessible-companies"}]},{"group":"Companies","pages":[{"title":"Companies","href":"/api-reference/companies/overview"},{"title":"Get Company Metadata","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}","href":"/api-reference/companies/get-company-metadata"},{"title":"List Company Members","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/members","href":"/api-reference/companies/list-company-members"},{"title":"Get Company Lifecycle","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/lifecycle","href":"/api-reference/companies/get-company-lifecycle"},{"title":"Reset Sandbox","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/reset","href":"/api-reference/companies/reset-sandbox"},{"title":"Get Company Email Branding","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/email-branding","href":"/api-reference/companies/get-company-email-branding"},{"title":"Set Company Email Branding","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/email-branding","href":"/api-reference/companies/set-company-email-branding"}]},{"group":"Entities","pages":[{"title":"Overview","href":"/api-reference/entities/overview"},{"title":"List Entity Types","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/entity-types","href":"/api-reference/entities/list-entity-types"},{"title":"Get Page Layout","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/pages/{pageKey}/layout","href":"/api-reference/entities/get-page-layout"},{"title":"Get Entity Configuration","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/entities/{entityType}/configuration","href":"/api-reference/entities/get-entity-configuration"},{"title":"Create Entity","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/entities/{entityType}","href":"/api-reference/entities/create-entity"},{"title":"Create Entity Batch","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/entities/batch","href":"/api-reference/entities/create-entity-batch"},{"title":"List Entities","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/entities/{entityType}","href":"/api-reference/entities/list-entities"},{"title":"Start Entity Export Run","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/entities/{entityType}/export-runs","href":"/api-reference/entities/start-entity-export-run"},{"title":"Get Entity Export Run","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/entities/{entityType}/export-runs/{runId}","href":"/api-reference/entities/get-entity-export-run"},{"title":"Download Entity Export Run","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/entities/{entityType}/export-runs/{runId}/download","href":"/api-reference/entities/download-entity-export-run"},{"title":"List Export Presets For Member","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/export-presets","href":"/api-reference/entities/list-export-presets-for-member"},{"title":"Create Export Preset For Member","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/export-presets","href":"/api-reference/entities/create-export-preset-for-member"},{"title":"Replace Export Preset For Member","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/export-presets/{presetId}","href":"/api-reference/entities/replace-export-preset-for-member"},{"title":"Delete Export Preset For Member","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/export-presets/{presetId}","href":"/api-reference/entities/delete-export-preset-for-member"},{"title":"Get Entity","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/entities/{entityType}/{entityId}","href":"/api-reference/entities/get-entity"},{"title":"Update Entity","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml patch /api/v1/companies/{companyId}/entities/{entityType}/{entityId}","href":"/api-reference/entities/update-entity"},{"title":"Delete Entity","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/entities/{entityType}/{entityId}","href":"/api-reference/entities/delete-entity"}]},{"group":"Submission and Quote Lifecycle","pages":[{"title":"Rate, Quote, Bind","href":"/api-reference/rate-quote-bind"},{"title":"Close Submission","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/submissions/{submissionId}/close","href":"/api-reference/submission-and-quote-lifecycle/close-submission"},{"title":"Reopen Submission","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/submissions/{submissionId}/reopen","href":"/api-reference/submission-and-quote-lifecycle/reopen-submission"},{"title":"Cancel Quote","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/quotes/{quoteId}/cancel","href":"/api-reference/submission-and-quote-lifecycle/cancel-quote"}]},{"group":"Event Lifecycle","pages":[{"title":"Overview","href":"/api-reference/event-lifecycle/overview"},{"title":"Close Event","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/events/{eventId}/close","href":"/api-reference/event-lifecycle/close-event"},{"title":"Re-open Event","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/events/{eventId}/reopen","href":"/api-reference/event-lifecycle/re-open-event"},{"title":"Replace Event Open/Close History","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/events/{eventId}/open-close-history","href":"/api-reference/event-lifecycle/replace-event-openclose-history"}]},{"group":"Record Emails","pages":[{"title":"Overview","href":"/api-reference/record-emails/overview"},{"title":"List Record Email Conversations","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/email-conversations","href":"/api-reference/record-emails/list-record-email-conversations"},{"title":"Get Record Email Conversation","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/email-conversations/{threadId}","href":"/api-reference/record-emails/get-record-email-conversation"},{"title":"Remove Record Email Conversation","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/email-conversations/{threadId}/remove","href":"/api-reference/record-emails/remove-record-email-conversation"},{"title":"Link Earlier Record Emails","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/email-people/{personId}/link-earlier","href":"/api-reference/record-emails/link-earlier-record-emails"},{"title":"Unlink Record Person Emails","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/email-people/{personId}/unlink","href":"/api-reference/record-emails/unlink-record-person-emails"},{"title":"List Record Email Link Events","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/email-link-events","href":"/api-reference/record-emails/list-record-email-link-events"},{"title":"List Record Sendable Email Templates","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/sendable-email-templates","href":"/api-reference/record-emails/list-record-sendable-email-templates"},{"title":"Preview Record Email","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/emails/preview","href":"/api-reference/record-emails/preview-record-email"},{"title":"Send Record Email","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/emails","href":"/api-reference/record-emails/send-record-email"},{"title":"Retry Record Email Delivery","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/email-deliveries/{deliveryId}/retry","href":"/api-reference/record-emails/retry-record-email-delivery"},{"title":"List Record Packet Emails","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/packet-emails","href":"/api-reference/record-emails/list-record-packet-emails"},{"title":"List Policy Email Conversations","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/{policyId}/email-conversations","href":"/api-reference/record-emails/list-policy-email-conversations"},{"title":"Get Policy Email Conversation","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/{policyId}/email-conversations/{threadId}","href":"/api-reference/record-emails/get-policy-email-conversation"},{"title":"Remove Policy Email Conversation","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/{policyId}/email-conversations/{threadId}/remove","href":"/api-reference/record-emails/remove-policy-email-conversation"},{"title":"Link Earlier Policy Emails","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/{policyId}/email-people/{personId}/link-earlier","href":"/api-reference/record-emails/link-earlier-policy-emails"},{"title":"Unlink Policy Person Emails","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/{policyId}/email-people/{personId}/unlink","href":"/api-reference/record-emails/unlink-policy-person-emails"},{"title":"List Policy Email Link Events","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/{policyId}/email-link-events","href":"/api-reference/record-emails/list-policy-email-link-events"},{"title":"List Policy Sendable Email Templates","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/{policyId}/sendable-email-templates","href":"/api-reference/record-emails/list-policy-sendable-email-templates"},{"title":"Preview Policy Email","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/{policyId}/emails/preview","href":"/api-reference/record-emails/preview-policy-email"},{"title":"Send Policy Email","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/{policyId}/emails","href":"/api-reference/record-emails/send-policy-email"},{"title":"Retry Policy Email Delivery","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/{policyId}/email-deliveries/{deliveryId}/retry","href":"/api-reference/record-emails/retry-policy-email-delivery"},{"title":"List Policy Packet Emails","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/{policyId}/packet-emails","href":"/api-reference/record-emails/list-policy-packet-emails"}]},{"group":"OFAC Screening","pages":[{"title":"Overview","href":"/api-reference/ofac-screening/overview"},{"title":"Screen Exposure For OFAC","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/ofac/screen","href":"/api-reference/ofac-screening/screen-exposure-for-ofac"}]},{"group":"Policy Transactions","pages":[{"title":"Overview","href":"/api-reference/policies/overview"},{"title":"Concepts","href":"/api-reference/policies/concepts"},{"title":"Effective Dates \u0026 the Policy Timeline","href":"/api-reference/policies/effective-dates"},{"title":"Lifecycle Walkthrough","href":"/api-reference/policies/lifecycle-walkthrough"},{"group":"Configuration","pages":[{"title":"Get Policy Configuration","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/configuration","href":"/api-reference/field-model-policy-configuration/get-policy-configuration"}]},{"group":"Reset","pages":[{"title":"Delete All Policies","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/deleteAll","href":"/api-reference/policies/delete-all-policies"}]},{"group":"Transactions","pages":[{"title":"New Business Transaction","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/transaction/new-business","href":"/api-reference/field-model-policy-transactions/new-business-transaction"},{"title":"Endorse Policy Transaction","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/{policyId}/transaction/endorse","href":"/api-reference/field-model-policy-transactions/endorse-policy-transaction"},{"title":"Cancel Policy Transaction","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/{policyId}/transaction/cancel","href":"/api-reference/field-model-policy-transactions/cancel-policy-transaction"},{"title":"Reinstate Policy Transaction","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/{policyId}/transaction/reinstate","href":"/api-reference/field-model-policy-transactions/reinstate-policy-transaction"},{"title":"Renew Policy Transaction","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/transaction/renew","href":"/api-reference/field-model-policy-transactions/renew-policy-transaction"},{"title":"Generate Quote from Policy (Stateless)","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/quotes/generate","href":"/api-reference/field-model-policies/generate-quote-from-policy-stateless"},{"title":"Bind Quote","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/quotes/{quoteId}/bind","href":"/api-reference/field-model-policy-transactions/bind-quote"},{"title":"Bind Quote by Reference or by Value","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/quotes/bind","href":"/api-reference/field-model-policy-transactions/bind-quote-by-reference-or-by-value"},{"title":"Delete Policy Transaction","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}","href":"/api-reference/field-model-policy-transactions/delete-policy-transaction"},{"title":"Get Policy Version","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/{policyId}/versions/{version}","href":"/api-reference/field-model-policy-transactions/get-policy-version"},{"title":"List Single Policy Versions","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/{policyId}/versions","href":"/api-reference/field-model-policy-transactions/list-single-policy-versions"},{"title":"List Policy Transactions","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/{policyId}/transactions","href":"/api-reference/field-model-policy-transactions/list-policy-transactions"},{"title":"Get Policy Transaction","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}","href":"/api-reference/field-model-policy-transactions/get-policy-transaction"},{"title":"Update Transaction Display Author","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml patch /api/v1/companies/{companyId}/policies/{policyId}/transactions/{transactionId}","href":"/api-reference/field-model-policy-transactions/update-transaction-display-author"}]},{"group":"Contacts","pages":[{"title":"List Policy Contacts","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/{policyId}/contacts","href":"/api-reference/field-model-policy-transactions/list-policy-contacts"},{"title":"Add Policy Contact","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/{policyId}/contacts","href":"/api-reference/field-model-policy-transactions/add-policy-contact"},{"title":"Remove Policy Contact","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/policies/{policyId}/contacts/{personId}","href":"/api-reference/field-model-policy-transactions/remove-policy-contact"}]},{"group":"Bordereau","pages":[{"title":"List Bordereau Rows","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/bordereau","href":"/api-reference/field-model-bordereau/list-bordereau-rows"},{"title":"Start Bordereau Export Run","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/bordereau/export-runs","href":"/api-reference/field-model-bordereau/start-bordereau-export-run"},{"title":"Get Bordereau Export Run","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/bordereau/export-runs/{runId}","href":"/api-reference/field-model-bordereau/get-bordereau-export-run"},{"title":"Download Bordereau Export Run","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/bordereau/export-runs/{runId}/download","href":"/api-reference/field-model-bordereau/download-bordereau-export-run"},{"title":"Send Bordereau Export Run to Google Drive","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/bordereau/export-runs/{runId}/drive","href":"/api-reference/field-model-bordereau/send-bordereau-export-run-to-google-drive"}]},{"group":"Listing Policies","pages":[{"title":"List Policies","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/list","href":"/api-reference/field-model-policy-transactions/list-policies"},{"title":"List Policy Versions","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/versions","href":"/api-reference/field-model-policy-transactions/list-policy-versions"}]},{"group":"Validation","pages":[{"title":"Check Bind Conditions","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/quotes/{quoteId}/bind-conditions","href":"/api-reference/field-model-policy-validation/check-bind-conditions"},{"title":"Validate Policy","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/{policyId}/validate","href":"/api-reference/field-model-policy-validation/validate-policy"},{"title":"Validate Policies (Batch)","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/policies/validate","href":"/api-reference/field-model-policy-validation/validate-policies-batch"},{"title":"Repair Policies","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/repair","href":"/api-reference/field-model-policy-transactions/repair-policies"}]}]},{"group":"Policy Invoicing","pages":[{"title":"Invoicing a policy","href":"/api-reference/invoicing/overview"},{"title":"Invoice plans","href":"/api-reference/invoicing/invoice-plans"},{"title":"Quote Invoicing Overview","sidebarTitle":"Quote Invoicing Overview","href":"/api-reference/invoicing/quote-invoicing"},{"group":"Quote Invoicing","pages":[{"title":"Get Quote Invoicing","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/quotes/{quoteId}/invoicing","href":"/api-reference/policy-invoicing/get-quote-invoicing"},{"title":"Replace Quote Invoice Settings","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/settings","href":"/api-reference/policy-invoicing/replace-quote-invoice-settings"},{"title":"Generate Quote Invoices","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/generate","href":"/api-reference/policy-invoicing/generate-quote-invoices"},{"title":"Attach Quote Invoice Plan","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan","href":"/api-reference/policy-invoicing/attach-quote-invoice-plan"},{"title":"Clear Quote Invoice Plan","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/quotes/{quoteId}/invoicing/plan","href":"/api-reference/policy-invoicing/clear-quote-invoice-plan"}]},{"group":"Pricing Stack","pages":[{"title":"The pricing stack","href":"/api-reference/invoicing/pricing-stack"},{"title":"Get Quote Pricing Stack Intended Layer","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/quotes/{quoteId}/pricing-stack-intended-layer","href":"/api-reference/policy-invoicing/get-quote-pricing-stack-intended-layer"},{"title":"Set Quote Pricing Stack Intended Layer","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/quotes/{quoteId}/pricing-stack-intended-layer","href":"/api-reference/policy-invoicing/set-quote-pricing-stack-intended-layer"},{"title":"Clear Quote Rating","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/quotes/{quoteId}/rating","href":"/api-reference/policy-invoicing/clear-quote-rating"}]},{"title":"Update Policy Invoices","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/policies/{policyId}/invoices/batch","href":"/api-reference/financials/update-policy-invoices"}]},{"group":"Financials","pages":[{"title":"Overview","href":"/api-reference/financials/overview"},{"group":"Invoices","pages":[{"title":"List Invoices","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/invoices","href":"/api-reference/financials/list-invoices"},{"title":"Create Invoice","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/invoices","href":"/api-reference/financials/create-invoice"},{"title":"Get Invoice","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/invoices/{invoiceId}","href":"/api-reference/financials/get-invoice"},{"title":"Update Invoice","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/financials/invoices/{invoiceId}","href":"/api-reference/financials/update-invoice"},{"title":"Delete Invoice","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/financials/invoices/{invoiceId}","href":"/api-reference/financials/delete-invoice"},{"title":"Re-link Invoice","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/invoices/{invoiceId}/relink","href":"/api-reference/financials/re-link-invoice"}]},{"group":"Invoice Lifecycle","pages":[{"title":"Approve Invoice","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/invoices/{invoiceId}/approve","href":"/api-reference/financials/approve-invoice"},{"title":"Unapprove Invoice","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/invoices/{invoiceId}/unapprove","href":"/api-reference/financials/unapprove-invoice"},{"title":"Finalize Invoice","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/invoices/{invoiceId}/finalize","href":"/api-reference/financials/finalize-invoice"},{"title":"Void Invoice","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/invoices/{invoiceId}/void","href":"/api-reference/financials/void-invoice"},{"title":"Restore Invoice","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/invoices/{invoiceId}/restore","href":"/api-reference/financials/restore-invoice"}]},{"group":"Bill Review","pages":[{"title":"Start Invoice Bill Review","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/invoices/{invoiceId}/bill-review","href":"/api-reference/financials/start-invoice-bill-review"},{"title":"Get Invoice Bill Review","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/invoices/{invoiceId}/bill-review","href":"/api-reference/financials/get-invoice-bill-review"}]},{"group":"Payments","pages":[{"title":"Record Payment","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/invoices/{invoiceId}/payments","href":"/api-reference/financials/record-payment"},{"title":"Remove Payment","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/financials/invoices/{invoiceId}/payments/{paymentId}","href":"/api-reference/financials/remove-payment"}]},{"group":"Payees","pages":[{"title":"Change Invoice Payee","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/invoices/{invoiceId}/payee","href":"/api-reference/financials/change-invoice-payee"},{"title":"Merge Payee","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/payees/{payeeId}/merge","href":"/api-reference/financials/merge-payee"}]},{"group":"Reserves","pages":[{"title":"Set Reserves","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/financials/events/{eventId}/reserves/{categoryId}","href":"/api-reference/financials/set-reserves"},{"title":"Reset Reserve History","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/events/{eventId}/reserves/{categoryId}/history-reset","href":"/api-reference/financials/reset-reserve-history"},{"title":"List Reserve Updates","description":"Lists a claim's reserve change history, as the app's Reserve Updates tab\nshows it: each expected-total change a user made, with who made it and\nwhen, and each automatic reserve reduction from a payment. Narrow it to\none reserve category, such as indemnity or expense, with `categoryId`. For\nthe current reserve, paid, and incurred figures, use Get Entity Balances\n(`getFinancialsEntityBalances`). For every event's history in one feed,\nuse List Company Reserve Updates (`listFinancialsCompanyReserveUpdates`).\n\nReturns an event's reserve-update feed: user expected-total updates and\nthe automatic rows for reserve-eroding payments of currently-linked live\ninvoices, discriminated by `kind`. A reserve history reset establishes a\nper-category horizon — rows at or before it never render, and the reset\nitself renders as one marker row.\n\nRows are ordered by journal execution order, newest first. An event with\nno reserve history — unknown ids included — reads as an empty feed.\n`categoryId` narrows the feed to one reserved category.\n\n**Required permission:** `event.view`\n","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/events/{eventId}/reserve-updates","href":"/api-reference/financials/list-reserve-updates"},{"title":"List Company Reserve Updates","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/reserve-updates","href":"/api-reference/financials/list-company-reserve-updates"}]},{"group":"Balances","pages":[{"title":"Get Balances","description":"Returns company-wide money totals for every transaction category (the\napp's invoice types, such as Indemnity or ALAE): reserves, owed, paid, and\nexpected total, which is the incurred figure. Use Get Entity Balances\n(`getFinancialsEntityBalances`) for one claim, policy, or payee. For a\nclaim-by-claim loss run, start an event export with Start Entity Export\nRun (`startEntityExportRun`) and pick its financial columns.\n\nReturns the company's financial balances as of today (`asOfDate` is\nechoed): per-category rollups (reserves / owed / paid / expected total)\nwith per-account detail, account metadata embedded, and the one\ncategory-less `cash` account top-level. Every posting account of the\nchart appears, zero-filled, so the response is self-describing.\n\nAmounts are raw signed integer cents in the ledger convention — the API\nnever display-orients; each account carries its `role` and provenance\n`direction` (and each category its `expectedDirection`), and the carrying\nside derives from role × direction, so clients orient displays\nthemselves.\n\n**Required permission:** `financials.view`\n","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/balances","href":"/api-reference/financials/get-balances"},{"title":"Get Entity Balances","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/entities/{entityType}/{entityId}/balances","href":"/api-reference/financials/get-entity-balances"}]},{"group":"Configuration","pages":[{"title":"Export Financials Configuration","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/config/export","href":"/api-reference/financials/export-financials-configuration"},{"title":"Import Financials Configuration","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/config/import","href":"/api-reference/financials/import-financials-configuration"},{"title":"List Transaction Categories","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/config/categories","href":"/api-reference/financials/list-transaction-categories"},{"title":"Set Transaction Category Money-Out Approval","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval","href":"/api-reference/financials/set-transaction-category-money-out-approval"},{"title":"List Policy Invoice Types","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/config/policy-invoice-types","href":"/api-reference/financials/list-policy-invoice-types"},{"title":"Create Policy Invoice Type","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/config/policy-invoice-types","href":"/api-reference/financials/create-policy-invoice-type"},{"title":"List Policy Line Item Types","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/config/policy-line-item-types","href":"/api-reference/financials/list-policy-line-item-types"},{"title":"Create Policy Line Item Type","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/config/policy-line-item-types","href":"/api-reference/financials/create-policy-line-item-type"},{"title":"Rename Policy Invoice Type","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml patch /api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}","href":"/api-reference/financials/rename-policy-invoice-type"},{"title":"Delete Policy Invoice Type","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}","href":"/api-reference/financials/delete-policy-invoice-type"},{"title":"Deprecate Policy Invoice Type","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/deprecate","href":"/api-reference/financials/deprecate-policy-invoice-type"},{"title":"Reactivate Policy Invoice Type","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/reactivate","href":"/api-reference/financials/reactivate-policy-invoice-type"},{"title":"Rename Policy Line Item Type","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml patch /api/v1/companies/{companyId}/financials/config/policy-line-item-types/{lineItemTypeId}","href":"/api-reference/financials/rename-policy-line-item-type"},{"title":"Delete Policy Line Item Type","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/financials/config/policy-line-item-types/{lineItemTypeId}","href":"/api-reference/financials/delete-policy-line-item-type"},{"title":"Deprecate Policy Line Item Type","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/config/policy-line-item-types/{lineItemTypeId}/deprecate","href":"/api-reference/financials/deprecate-policy-line-item-type"},{"title":"Reactivate Policy Line Item Type","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/config/policy-line-item-types/{lineItemTypeId}/reactivate","href":"/api-reference/financials/reactivate-policy-line-item-type"},{"title":"Set Policy Invoice Type Direction","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction","href":"/api-reference/financials/set-policy-invoice-type-direction"},{"title":"Set Policy Invoice Type Payee Defaults","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/payee-defaults","href":"/api-reference/financials/set-policy-invoice-type-payee-defaults"},{"title":"Set Policy Invoice Type Presets","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/presets","href":"/api-reference/financials/set-policy-invoice-type-presets"},{"title":"Set Policy Invoice Type Money-Out Approval","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/money-out-approval","href":"/api-reference/financials/set-policy-invoice-type-money-out-approval"},{"title":"Set Policy Line Item Associations","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations","href":"/api-reference/financials/set-policy-line-item-associations"},{"title":"Reset Approval Config","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/financials/config/approvals","href":"/api-reference/financials/reset-approval-config"}]},{"group":"Maintenance","pages":[{"title":"Import Event Financials","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/events/{eventId}/import","href":"/api-reference/financials/import-event-financials"},{"title":"Check Financials Read-State Consistency","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/financials/validation/check","href":"/api-reference/financials/check-financials-read-state-consistency"},{"title":"Rebuild Financials Read-State","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/validation/sync","href":"/api-reference/financials/rebuild-financials-read-state"},{"title":"Delete All Financial Data","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/deleteAll","href":"/api-reference/financials/delete-all-financial-data"}]}]},{"group":"Rating","pages":[{"title":"Overview","href":"/api-reference/rating/overview"},{"title":"Rate Quote (Read-Only)","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/quotes/rate","href":"/api-reference/field-model-rating/rate-quote-read-only"},{"title":"Rate Saved Quote by Id","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/quotes/{quoteId}/rate","href":"/api-reference/field-model-rating/rate-saved-quote-by-id"}]},{"group":"Notes","pages":[{"title":"Overview","href":"/api-reference/notes/overview"},{"title":"List Notes","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/notes","href":"/api-reference/field-model-notes/list-notes"},{"title":"Create Note","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/notes","href":"/api-reference/field-model-notes/create-note"},{"title":"Get Note","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/notes/{noteId}","href":"/api-reference/field-model-notes/get-note"},{"title":"Update Note","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml patch /api/v1/companies/{companyId}/notes/{noteId}","href":"/api-reference/field-model-notes/update-note"},{"title":"Delete Note","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/notes/{noteId}","href":"/api-reference/field-model-notes/delete-note"}]},{"group":"Tasks","pages":[{"title":"Overview","href":"/api-reference/tasks/overview"},{"title":"List Tasks","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/tasks","href":"/api-reference/tasks/list-tasks"},{"title":"Get Task","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/tasks/{taskId}","href":"/api-reference/tasks/get-task"},{"title":"Create Task","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/tasks","href":"/api-reference/tasks/create-task"},{"title":"Update Task","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml patch /api/v1/companies/{companyId}/tasks/{taskId}","href":"/api-reference/tasks/update-task"},{"title":"Delete Task","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/tasks/{taskId}","href":"/api-reference/tasks/delete-task"}]},{"group":"Imports","hidden":true,"pages":[{"title":"Overview","href":"/api-reference/imports/overview"},{"title":"Import Rows","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/imports/rows","href":"/api-reference/imports/import-rows"},{"title":"Queue Import Job","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/imports/jobs","href":"/api-reference/imports/queue-import-job"},{"title":"Get Import Job","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/imports/jobs/{jobId}","href":"/api-reference/imports/get-import-job"},{"title":"Import Entity","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/imports","href":"/api-reference/imports/import-entity"},{"title":"Retry Import","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/imports/retry","href":"/api-reference/imports/retry-import"},{"title":"List Import Rows","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/imports/rows","href":"/api-reference/imports/list-import-rows"},{"title":"Get Import Row","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/imports/rows/{importRowId}","href":"/api-reference/imports/get-import-row"},{"title":"List Import Attempts","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/imports/attempts","href":"/api-reference/imports/list-import-attempts"},{"title":"Get Import Attempt","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/imports/attempts/{importAttemptId}","href":"/api-reference/imports/get-import-attempt"},{"title":"Replace Record Legacy Activity","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/entities/{entityType}/{entityId}/legacy-activity","href":"/api-reference/imports/replace-record-legacy-activity"}]},{"group":"Configuration Management","pages":[{"title":"Overview","href":"/api-reference/configuration/overview"},{"title":"Conversion Rules","href":"/api-reference/configuration/conversion-rules"},{"title":"Author JEXL expressions","href":"/api-reference/configuration/jexl-authoring"},{"title":"JEXL reference","href":"/api-reference/configuration/jexl-reference"},{"group":"Inspect","pages":[{"title":"Export Configuration","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/configuration/export","href":"/api-reference/fmv1-configuration/export-configuration"},{"title":"Describe Configuration (run-down)","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/configuration/describe","href":"/api-reference/fmv1-configuration/describe-configuration-run-down"},{"title":"Describe Configuration Entity (fields of one entity or custom object)","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/configuration/describe/{entityOrObjectKey}","href":"/api-reference/fmv1-configuration/describe-configuration-entity-fields-of-one-entity-or-custom-object"},{"title":"Get Configuration Metadata","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/configuration/metadata","href":"/api-reference/fmv1-configuration/get-configuration-metadata"},{"title":"Get Configuration JSON Schema","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/configuration/schema","href":"/api-reference/fmv1-configuration/get-configuration-json-schema"}]},{"group":"Validate \u0026 Compare","pages":[{"title":"Validate Configuration","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/configuration/validate","href":"/api-reference/fmv1-configuration/validate-configuration"},{"title":"Compare Configuration","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/configuration/compare","href":"/api-reference/fmv1-configuration/compare-configuration"},{"title":"Start Data Validation Run","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/configuration/data-validation-runs","href":"/api-reference/fmv1-configuration/start-data-validation-run"},{"title":"Get Data Validation Run","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/configuration/data-validation-runs/{runId}","href":"/api-reference/fmv1-configuration/get-data-validation-run"},{"title":"List Data Validation Run Findings","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/configuration/data-validation-runs/{runId}/findings","href":"/api-reference/fmv1-configuration/list-data-validation-run-findings"}]},{"group":"Apply Changes","pages":[{"title":"Import Configuration","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/configuration/import","href":"/api-reference/fmv1-configuration/import-configuration"},{"title":"Patch Configuration (typed changes)","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/configuration/patch","href":"/api-reference/fmv1-configuration/patch-configuration-typed-changes"}]}]},{"group":"Company Files","pages":[{"title":"Overview","href":"/api-reference/company-files/overview"},{"title":"List File Categories","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/files/categories","href":"/api-reference/company-files/list-file-categories"},{"group":"Uploads","pages":[{"title":"Create Upload Intent","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files","href":"/api-reference/company-files/create-upload-intent"},{"title":"Finalize Upload","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/{fileId}/finalize","href":"/api-reference/company-files/finalize-upload"}]},{"group":"Migrations","pages":[{"title":"Prepare File Migration","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/migrations/prepare","href":"/api-reference/company-files/prepare-file-migration"},{"title":"Get File Migration State","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/migrations/state","href":"/api-reference/company-files/get-file-migration-state"},{"title":"Refresh File Migration Upload","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/migrations/refresh","href":"/api-reference/company-files/refresh-file-migration-upload"},{"title":"Finalize File Migration","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/migrations/finalize","href":"/api-reference/company-files/finalize-file-migration"},{"title":"Reconcile File Migration Metadata","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/migrations/reconcile","href":"/api-reference/company-files/reconcile-file-migration-metadata"}]},{"group":"Files","pages":[{"title":"List Files","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/files","href":"/api-reference/company-files/list-files"},{"title":"Get File Metadata","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/files/{fileId}","href":"/api-reference/company-files/get-file-metadata"},{"title":"Rename, Move, or Categorize File","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml patch /api/v1/companies/{companyId}/files/{fileId}","href":"/api-reference/company-files/rename-move-or-categorize-file"},{"title":"Bulk Move Files","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/bulk-move","href":"/api-reference/company-files/bulk-move-files"},{"title":"Delete File","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/files/{fileId}","href":"/api-reference/company-files/delete-file"}]},{"group":"Downloads","pages":[{"title":"Get Download URL","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/files/{fileId}/download-url","href":"/api-reference/company-files/get-download-url"},{"title":"Batch Download URLs","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/download-urls","href":"/api-reference/company-files/batch-download-urls"}]},{"group":"Versions","pages":[{"title":"List File Versions","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/files/{fileId}/versions","href":"/api-reference/company-files/list-file-versions"},{"title":"Create Re-upload Intent","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/{fileId}/versions","href":"/api-reference/company-files/create-re-upload-intent"},{"title":"Restore File Version","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/{fileId}/versions/{versionId}/restore","href":"/api-reference/company-files/restore-file-version"}]},{"group":"Placements","pages":[{"title":"List File Placements","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/files/{fileId}/placements","href":"/api-reference/company-files/list-file-placements"},{"title":"Add File Placement (Share to Another Entity)","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/{fileId}/placements","href":"/api-reference/company-files/add-file-placement-share-to-another-entity"},{"title":"Update File Placement (Move / Categorize per Entity)","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml patch /api/v1/companies/{companyId}/files/{fileId}/placements/{placementId}","href":"/api-reference/company-files/update-file-placement-move-categorize-per-entity"},{"title":"Remove File Placement","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/files/{fileId}/placements/{placementId}","href":"/api-reference/company-files/remove-file-placement"}]},{"group":"Folders","pages":[{"title":"Create Folder","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/folders","href":"/api-reference/company-files/create-folder"},{"title":"Get Folder Tree","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/folders","href":"/api-reference/company-files/get-folder-tree"},{"title":"List Folder Contents","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/folders/{folderId}","href":"/api-reference/company-files/list-folder-contents"},{"title":"Rename, Move or Categorize Folder","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml patch /api/v1/companies/{companyId}/folders/{folderId}","href":"/api-reference/company-files/rename-move-or-categorize-folder"},{"title":"Delete Folder","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/folders/{folderId}","href":"/api-reference/company-files/delete-folder"}]}]},{"group":"Forms","pages":[{"title":"Overview","href":"/api-reference/forms/overview"},{"title":"List Forms","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/forms","href":"/api-reference/forms/list-forms"},{"title":"Download Form","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/forms/{number}","href":"/api-reference/forms/download-form"},{"title":"Rename Form","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml patch /api/v1/companies/{companyId}/forms/{number}","href":"/api-reference/forms/rename-form"},{"title":"Delete Form","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml delete /api/v1/companies/{companyId}/forms/{number}","href":"/api-reference/forms/delete-form"},{"group":"Templates","pages":[{"title":"Upload Form Template","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/forms/template","href":"/api-reference/forms/upload-form-template"},{"title":"Replace Form Template","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/forms/template/{number}","href":"/api-reference/forms/replace-form-template"},{"title":"Touch Form Template","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/forms/template/{number}/touch","href":"/api-reference/forms/touch-form-template"},{"title":"Audit Form Template Smart Tags","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/forms/template/{number}/smart-tag-audit","href":"/api-reference/forms/audit-form-template-smart-tags"}]},{"group":"Static Forms","pages":[{"title":"Upload Static Form","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/forms/static","href":"/api-reference/forms/upload-static-form"},{"title":"Replace Static Form","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml put /api/v1/companies/{companyId}/forms/static/{number}","href":"/api-reference/forms/replace-static-form"}]},{"group":"Generated Forms","pages":[{"title":"List Generated Forms","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/forms/generated","href":"/api-reference/forms/list-generated-forms"},{"title":"Upload Event Form","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/forms/generated","href":"/api-reference/forms/upload-event-form"},{"title":"Touch Generated Form","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/forms/generated/{id}/touch","href":"/api-reference/forms/touch-generated-form"},{"title":"Audit Generated Form Smart Tags","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/forms/generated/{id}/smart-tag-audit","href":"/api-reference/forms/audit-generated-form-smart-tags"}]},{"group":"Packets","pages":[{"title":"List Form Packets","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/forms/packets","href":"/api-reference/forms/list-form-packets"},{"title":"Import Historical Form Packet","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/forms/packets/import","href":"/api-reference/forms/import-historical-form-packet"},{"title":"Get Form Packet Download URL","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/forms/packets/{packetId}/download-url","href":"/api-reference/forms/get-form-packet-download-url"}]}]},{"group":"Document Generation","pages":[{"title":"Overview","href":"/api-reference/documents/overview"}]},{"group":"Submission Parsing","pages":[{"title":"Overview","href":"/api-reference/parsing/overview"},{"title":"Trigger Parse","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/files/trigger-parse","href":"/api-reference/submission-parsing/trigger-parse"},{"title":"List Parse Runs","deprecated":null,"version":null,"openapi":"/openapi/generated-external-api.yaml get /api/v1/companies/{companyId}/files/parse-runs","href":"/api-reference/submission-parsing/list-parse-runs"}]},{"group":"Reference","pages":[{"title":"Structured Field Values","href":"/api-reference/field-values/overview"},{"title":"Data Models","href":"/api-reference/data-models"},{"title":"API Changelog","href":"/api-reference/changelog"}]}]}]},"basePath":"","title":"List Company Reserve Updates - AI Insurance","buildId":"dpl_5joLUXmnJgwqjrHAS4dxZrQTdxgh","deploymentId":"dpl_5joLUXmnJgwqjrHAS4dxZrQTdxgh","dynamics":["c2aa737661","2b790eda92","b0f84f53ff","a9bb46feb3"],"chunks":["OpenApiReferenceProvider-DPDWPCdE.js","utils-DyjUHyLo.js","cloneDeep-izs3Hzxb.js","_Uint8Array-BVIqJ90l.js","isObjectLike-C8vmzPEN.js","isArray-Dcu1dQ5t.js","utils-BWYE1cdS.js","toString-BX-iyh8G.js","isSymbol-CSH9U2Gm.js","addUniqueKeysToSchema-COAzxpEw.js","snippetPresets-DNiD_S52.js","style-to-object-BY3JEAdk.js","v4-DIgz8zy6.js","conditional-requirements-CFM0id0Q.js","ApiExamples-CjwVt80x.js","isEqual-BfaiBbcl.js","usePlaygroundInputsStore-ByHQMk7z.js","shallow-CaZuw1AO.js","getApiPlaygroundDisplay-DPVPOknm.js","CodeSnippet-B31CH-Mp.js","CodeSnippets-BxTYZWz6.js","Page-DDHbuAIY.js","getPastedJson-DhoAwiNO.js","icon-Dhq8z75J.js","MethodPill-DLXmKOwr.js","DuplicateIcon-jzdVwyRU.js","createIcon-eD0b3klN.js","DynamicMarkdown-BfddVCX7.js","SectionHeading-2pSCIo17.js","axios-vUo_bRtp.js","Markdown-DsWjhwJ4.js","clsx-B2t_mZQG.js","lib-DuNMoZ05.js","lib-B8HbPgcC.js","html-void-elements-mCSPHezU.js","dist-CUljsAY7.js","katex-YMM-FMeD.js","marked.esm-CZWythHk.js","AssistantPageLink-Cf70306N.js"]}