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An event is a claim or incident reported against a policy. When something happens to an insured risk — a loss, a claim, an incident — it’s recorded as an event tied to the policy it falls under.
Event detail page showing status Open, coverage type General Liability, an event ID, a description, and the multiple exposures the event references.

An event in the app — event details, including the exposures it references and its system-derived name.

Working in the app? See the Events feature reference for the list view, detail tabs, and actions.

How its data works

An event is a set of fields configured per company, and events are the most open-ended of the entities: beyond the platform’s required fields, you can add and edit any fields you like, with essentially no constraints. The platform requires a type, a status, an auto-assigned reference id, and a name (which it derives for you), and your configuration defines everything else — dates, amounts, coverage details, and any custom fields.
Don’t put your own claim numbers in the Event ID. The platform generates the Event ID (eventReferenceId) for every new event, whether it’s created in the app or through the API. The API still accepts a value for it, but we strongly recommend that you never send one.If your claims already have a number from another system, such as a carrier, TPA or legacy claim number, add a field for it to your configuration, for example a Text field claimNumber labelled Claim Number, and load the number into that field. A field of your own can be placed on the event page, shown as a list column, filtered, exported, and edited like any other field. The Event ID stays the platform’s own identifier for the event.
An event’s status starts open by default, and its name is generated by the platform from the exposures and claimant involved — and keeps following them as they change, until someone renames the event. In the app, the Actions menu at the top right of an event collects the lifecycle operations — closing and re-opening, converting between claim and incident, renaming, generating forms, and deleting. See Event actions.

What it connects to

Files, Notes & Contacts

Events support all three shared tabs: upload files, record notes, and attach contacts (people from the directory, such as the claimant or adjuster).
API. Managed through the unified entity CRUD surface as event. See the Entities API overview.Framework-required fields.Additional fields are configured per company; discover them via the /entities/event/configuration endpoint.