> ## Documentation Index
> Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Link Earlier Policy Emails

> Links a person's email on a record from an earlier date. A person's email
links to a record from the day they were added to it; this moves that
date earlier and links their older email in the background. `from: null`
links all of it. Call it after adding a contact or attorney to bring in
their earlier email, as the app's "Link their emails from what date?"
does.

The date only moves earlier: a later `from` returns `400`. Sending the
same date again finishes linking that an earlier call left. A link
someone removed stays removed.

The person must be on the record with an email address. Answers `404`
while email is not turned on for the company.

The policy's twin of the record route under `/entities`: policies live
under the policy API.

**Required permission:** `policy.endorse` and `policy.view`.




## OpenAPI

````yaml /openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/policies/{policyId}/email-people/{personId}/link-earlier
openapi: 3.0.3
info:
  title: AI Insurance External API
  description: External API for AI Insurance platform
  version: 1.0.0
  contact:
    email: support@aiinsurance.io
servers:
  - url: https://go.aiinsurance.io
    description: Production
security:
  - ApiKeyAuth: []
paths:
  /api/v1/companies/{companyId}/policies/{policyId}/email-people/{personId}/link-earlier:
    post:
      tags:
        - Record Emails
      summary: Link Earlier Policy Emails
      description: >
        Links a person's email on a record from an earlier date. A person's
        email

        links to a record from the day they were added to it; this moves that

        date earlier and links their older email in the background. `from: null`

        links all of it. Call it after adding a contact or attorney to bring in

        their earlier email, as the app's "Link their emails from what date?"

        does.


        The date only moves earlier: a later `from` returns `400`. Sending the

        same date again finishes linking that an earlier call left. A link

        someone removed stays removed.


        The person must be on the record with an email address. Answers `404`

        while email is not turned on for the company.


        The policy's twin of the record route under `/entities`: policies live

        under the policy API.


        **Required permission:** `policy.endorse` and `policy.view`.
      operationId: linkEarlierPolicyEmails
      parameters:
        - $ref: '#/components/parameters/companyId'
        - $ref: '#/components/parameters/policyIdPath'
        - $ref: '#/components/parameters/emailPersonIdPath'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
                - from
              properties:
                from:
                  type: string
                  format: date-time
                  nullable: true
                  description: >-
                    Link the person's email sent at or after this time, with an
                    offset or `Z`. Null links all of it.
                cause:
                  type: string
                  enum:
                    - person_added
                    - earlier_date
                  default: earlier_date
                  description: >-
                    Recorded in the link history: `person_added` when the person
                    was just added to the record.
            examples:
              sinceCreated:
                summary: From the day the claim was created
                value:
                  from: '2026-01-10T00:00:00Z'
                  cause: person_added
              allHistory:
                summary: All of the person's email
                value:
                  from: null
      responses:
        '200':
          description: The date moved and linking is queued
          content:
            application/json:
              schema:
                type: object
                required:
                  - queued
                properties:
                  queued:
                    type: boolean
              examples:
                queued:
                  summary: Linking queued
                  value:
                    queued: true
        '400':
          description: Bad Request - a later date, or an invalid id or date
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              examples:
                laterDate:
                  summary: The date is later than the person's current one
                  value:
                    error:
                      code: LinkFromNotEarlier
                      message: Link earlier emails only moves the date earlier
                      userMessages:
                        - Link earlier emails only moves the date earlier
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/Forbidden'
        '404':
          description: >-
            The person is not on the record with an email address, the record
            does not exist, or email is not turned on for the company
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              examples:
                personNotOnRecord:
                  summary: Person not on the record with an email
                  value:
                    error:
                      code: NotFoundError
                      message: >-
                        Person 550e8400-e29b-41d4-a716-446655440010 is not on
                        Event 550e8400-e29b-41d4-a716-446655440301 with an email
                        address
                      userMessages:
                        - >-
                          Person 550e8400-e29b-41d4-a716-446655440010 is not on
                          Event 550e8400-e29b-41d4-a716-446655440301 with an
                          email address
        '500':
          $ref: '#/components/responses/InternalServerError'
        '503':
          description: The linking could not be queued; try again
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              examples:
                notQueued:
                  summary: Not queued
                  value:
                    error:
                      code: LinkEarlierEmailsNotQueued
                      message: >-
                        Could not queue linking earlier emails: queue
                        unavailable
                      userMessages:
                        - >-
                          Could not queue linking earlier emails: queue
                          unavailable
      security:
        - BearerAuth: []
        - ApiKeyAuth: []
components:
  parameters:
    companyId:
      name: companyId
      in: path
      required: true
      schema:
        type: string
        format: uuid
      description: Company identifier
    policyIdPath:
      name: policyId
      in: path
      required: true
      schema:
        type: string
        format: uuid
      description: Policy identifier
    emailPersonIdPath:
      name: personId
      in: path
      required: true
      schema:
        type: string
        format: uuid
      description: The person's `id`.
  schemas:
    ErrorResponse:
      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
            message:
              type: string
              description: Human-readable error message
              example: 'submissionId: Required field is missing'
            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
              example:
                - Exposures of type 'company' require an address
            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
                  code:
                    type: string
                    description: Stable problem code for this individual validation failure
                    example: BLANK_LIST_ELEMENT
                  reason:
                    type: string
                    description: Stable reason the value violates its canonical contract
                    example: blank-list-element
                  expected:
                    type: string
                    description: The expected canonical value contract
                    example: nonblank trimmed string
                  message:
                    type: string
                    description: Description of the field error
                    example: Required field is missing
  responses:
    Unauthorized:
      description: Unauthorized - Invalid or missing API key
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            missingApiKey:
              summary: Missing API key
              value:
                error:
                  code: AuthenticationError
                  message: API key authentication required
                  userMessages:
                    - API key authentication required
            invalidApiKey:
              summary: >-
                Invalid API key (e.g. unknown key, or a Bearer token used
                instead of an API key)
              value:
                error:
                  code: AuthenticationError
                  message: Invalid API key
                  userMessages:
                    - Invalid API key
    Forbidden:
      description: Forbidden - Insufficient permissions
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            insufficientPermissions:
              summary: Insufficient permissions
              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:
              summary: A valid API key naming another company in the URL
              value:
                error:
                  code: AuthorizationError
                  message: API key is not scoped to the requested company
                  userMessages:
                    - API key is not scoped to the requested company
    InternalServerError:
      description: Internal Server Error - Unexpected error occurred
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            internalError:
              summary: Unexpected server error
              value:
                error:
                  code: UncaughtActionError
                  message: Uncaught error occurred in <actionName>
                  userMessages:
                    - An unexpected error occurred. Please try again later.
  securitySchemes:
    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.
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
      description: >-
        User-principal OAuth 2.0 Bearer authentication. Send a user-scoped Auth0
        access token (audience = the app API audience) as `Authorization: Bearer
        <jwt>`. The request resolves to the user's identity and is authorized by
        their Role on the `{companyId}` in the path — the same role-based
        permissions the web app enforces. This is the path the MCP connector
        uses to act on a user's behalf; endpoints that accept it list both
        `BearerAuth` and `ApiKeyAuth`.

````

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