Set Policy Line Item Associations
curl --request POST \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json' \
--data '
{
"changes": [
{
"lineItemTypeId": "550e8400-e29b-41d4-a716-446655440110",
"invoiceTypeId": "550e8400-e29b-41d4-a716-446655440100",
"label": "Broker Commission (Less)"
}
]
}
'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations"
payload = { "changes": [
{
"lineItemTypeId": "550e8400-e29b-41d4-a716-446655440110",
"invoiceTypeId": "550e8400-e29b-41d4-a716-446655440100",
"label": "Broker Commission (Less)"
}
] }
headers = {
"Authorization": "<api-key>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({
changes: [
{
lineItemTypeId: '550e8400-e29b-41d4-a716-446655440110',
invoiceTypeId: '550e8400-e29b-41d4-a716-446655440100',
label: 'Broker Commission (Less)'
}
]
})
};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'changes' => [
[
'lineItemTypeId' => '550e8400-e29b-41d4-a716-446655440110',
'invoiceTypeId' => '550e8400-e29b-41d4-a716-446655440100',
'label' => 'Broker Commission (Less)'
]
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations"
payload := strings.NewReader("{\n \"changes\": [\n {\n \"lineItemTypeId\": \"550e8400-e29b-41d4-a716-446655440110\",\n \"invoiceTypeId\": \"550e8400-e29b-41d4-a716-446655440100\",\n \"label\": \"Broker Commission (Less)\"\n }\n ]\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations")
.header("Authorization", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"changes\": [\n {\n \"lineItemTypeId\": \"550e8400-e29b-41d4-a716-446655440110\",\n \"invoiceTypeId\": \"550e8400-e29b-41d4-a716-446655440100\",\n \"label\": \"Broker Commission (Less)\"\n }\n ]\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"changes\": [\n {\n \"lineItemTypeId\": \"550e8400-e29b-41d4-a716-446655440110\",\n \"invoiceTypeId\": \"550e8400-e29b-41d4-a716-446655440100\",\n \"label\": \"Broker Commission (Less)\"\n }\n ]\n}"
response = http.request(request)
puts response.read_body{
"categories": [],
"policyFinancials": {
"invoiceTypes": [
{
"id": "550e8400-e29b-41d4-a716-446655440100",
"name": "Agency Bill",
"expectedDirection": "receivable",
"moneyOutRequiresApproval": false,
"deprecatedAt": null,
"everUsed": false,
"liveInvoiceCount": 0,
"vocabularyLock": null,
"hasLegacyLineItems": false,
"policyPresets": null,
"payeeDefaults": null
}
],
"lineItemTypes": [
{
"id": "550e8400-e29b-41d4-a716-446655440110",
"name": "Broker Commission",
"direction": "payable",
"deprecatedAt": null,
"everUsed": false,
"liveInvoiceCount": 0,
"vocabularyLock": null,
"allowedOn": [
{
"invoiceTypeId": "550e8400-e29b-41d4-a716-446655440100",
"label": "Broker Commission (Less)",
"removable": true
}
]
}
]
},
"classifications": []
}Configuration
Set Policy Line Item Associations
Uses the same audited operation and validation rules as Financials settings. The URL fixes policy scope; event vocabulary and other companies’ IDs cannot be changed here. Applies association changes atomically. Each change adds/updates a line item’s allowed invoice type, or removes it with remove=true. label is the per-invoice-type display label; null selects the canonical name. Original-parent associations cannot be removed while the legacy item exists.
Required permission: financials.configure
POST
/
api
/
v1
/
companies
/
{companyId}
/
financials
/
config
/
policy-line-item-types
/
associations
Set Policy Line Item Associations
curl --request POST \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json' \
--data '
{
"changes": [
{
"lineItemTypeId": "550e8400-e29b-41d4-a716-446655440110",
"invoiceTypeId": "550e8400-e29b-41d4-a716-446655440100",
"label": "Broker Commission (Less)"
}
]
}
'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations"
payload = { "changes": [
{
"lineItemTypeId": "550e8400-e29b-41d4-a716-446655440110",
"invoiceTypeId": "550e8400-e29b-41d4-a716-446655440100",
"label": "Broker Commission (Less)"
}
] }
headers = {
"Authorization": "<api-key>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({
changes: [
{
lineItemTypeId: '550e8400-e29b-41d4-a716-446655440110',
invoiceTypeId: '550e8400-e29b-41d4-a716-446655440100',
label: 'Broker Commission (Less)'
}
]
})
};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'changes' => [
[
'lineItemTypeId' => '550e8400-e29b-41d4-a716-446655440110',
'invoiceTypeId' => '550e8400-e29b-41d4-a716-446655440100',
'label' => 'Broker Commission (Less)'
]
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations"
payload := strings.NewReader("{\n \"changes\": [\n {\n \"lineItemTypeId\": \"550e8400-e29b-41d4-a716-446655440110\",\n \"invoiceTypeId\": \"550e8400-e29b-41d4-a716-446655440100\",\n \"label\": \"Broker Commission (Less)\"\n }\n ]\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations")
.header("Authorization", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"changes\": [\n {\n \"lineItemTypeId\": \"550e8400-e29b-41d4-a716-446655440110\",\n \"invoiceTypeId\": \"550e8400-e29b-41d4-a716-446655440100\",\n \"label\": \"Broker Commission (Less)\"\n }\n ]\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-line-item-types/associations")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"changes\": [\n {\n \"lineItemTypeId\": \"550e8400-e29b-41d4-a716-446655440110\",\n \"invoiceTypeId\": \"550e8400-e29b-41d4-a716-446655440100\",\n \"label\": \"Broker Commission (Less)\"\n }\n ]\n}"
response = http.request(request)
puts response.read_body{
"categories": [],
"policyFinancials": {
"invoiceTypes": [
{
"id": "550e8400-e29b-41d4-a716-446655440100",
"name": "Agency Bill",
"expectedDirection": "receivable",
"moneyOutRequiresApproval": false,
"deprecatedAt": null,
"everUsed": false,
"liveInvoiceCount": 0,
"vocabularyLock": null,
"hasLegacyLineItems": false,
"policyPresets": null,
"payeeDefaults": null
}
],
"lineItemTypes": [
{
"id": "550e8400-e29b-41d4-a716-446655440110",
"name": "Broker Commission",
"direction": "payable",
"deprecatedAt": null,
"everUsed": false,
"liveInvoiceCount": 0,
"vocabularyLock": null,
"allowedOn": [
{
"invoiceTypeId": "550e8400-e29b-41d4-a716-446655440100",
"label": "Broker Commission (Less)",
"removable": true
}
]
}
]
},
"classifications": []
}