generated: '2026-08-14' method: derived source: openapi/fintary-open-api-openapi.yml, openapi/fintary-ams-api-openapi.yml note: Entity graph derived mechanically from components.schemas $ref links and id-reference field names in the two OpenAPI documents Fintary publishes. Fintary does not publish an object reference, so id prefixes and domain semantics are not filled in. The dominant identifier convention observed across both documents is a string `strId` / `str_id` on records (agents, customers, policies, contracts, documents, reports), with integer IDs accepted on some analytics report routes for legacy compatibility and marked deprecated in the spec. core_entities: - Agent - Customer - Policy - Contract - Task - Document - Commission - Payout - AnalyticsReport - AnalyticsDataset - AnalyticsWidget identifier_convention: primary: strId (string) / str_id (string) legacy: integer report IDs accepted on analytics report routes, deprecated entity_count: 140 relationship_count: 68 entities: - name: AgGridCompositeDateFilterSchema spec: openapi/fintary-open-api-openapi.yml field_count: 3 required: - filterType - operator - conditions id_reference_fields: [] - name: AgGridCompositeTextFilterSchema spec: openapi/fintary-open-api-openapi.yml field_count: 3 required: - filterType - operator - conditions id_reference_fields: [] - name: AgGridDateFilterSchema spec: openapi/fintary-open-api-openapi.yml field_count: 4 required: - filterType - type id_reference_fields: [] - name: AgGridNumberFilterSchema spec: openapi/fintary-open-api-openapi.yml field_count: 4 required: - filterType - type - filter id_reference_fields: [] - name: AgGridTextFilterSchema spec: openapi/fintary-open-api-openapi.yml field_count: 3 required: - filterType - type - filter id_reference_fields: [] - name: AnalyticsDatasetDataResponse spec: openapi/fintary-open-api-openapi.yml field_count: 8 required: - data - reportName - accountId - pageRowCount - rowCount id_reference_fields: - accountId - name: AnalyticsDatasetTable spec: openapi/fintary-open-api-openapi.yml field_count: 5 required: - id id_reference_fields: [] - name: AnalyticsReportColumnMetadataSchema spec: openapi/fintary-open-api-openapi.yml field_count: 3 required: - name - type id_reference_fields: [] - name: AnalyticsReportFilterSchema spec: openapi/fintary-open-api-openapi.yml field_count: 3 required: - column_name - filter_values id_reference_fields: [] - name: AnalyticsReportMeasureSchema spec: openapi/fintary-open-api-openapi.yml field_count: 3 required: - column - aggregation - outputName id_reference_fields: [] - name: AnalyticsReportsListQuerySchema spec: openapi/fintary-open-api-openapi.yml field_count: 2 required: [] id_reference_fields: - account_id - contact_id - name: AssignUplineRequestSchema spec: openapi/fintary-open-api-openapi.yml field_count: 4 required: - upline id_reference_fields: [] - name: AssignUplineResponseSchema spec: openapi/fintary-open-api-openapi.yml field_count: 2 required: - assigned - str_id id_reference_fields: - str_id - name: ConvertHtmlToPdfRenderingOptions spec: openapi/fintary-open-api-openapi.yml field_count: 11 required: [] id_reference_fields: [] - name: ConvertHtmlToPdfRequest spec: openapi/fintary-open-api-openapi.yml field_count: 3 required: - html_content id_reference_fields: [] - name: DocumentUploadResponseSchema spec: openapi/fintary-open-api-openapi.yml field_count: 3 required: - id - str_id - sync_id id_reference_fields: - str_id - sync_id - name: DocumentUploadSchema spec: openapi/fintary-open-api-openapi.yml field_count: 12 required: - file - type id_reference_fields: - company_id - sync_id - name: FlattenedPublishedReportSchema spec: openapi/fintary-open-api-openapi.yml field_count: 21 required: - selected_columns - column_order - columns - measures - output_columns - date_key - dataset_description - dataset_id id_reference_fields: - account_id - dataset_id - str_id - name: OpenAgentCreateSchema spec: openapi/fintary-open-api-openapi.yml field_count: 14 required: [] id_reference_fields: - sync_id - name: OpenAgentDatasetPage spec: openapi/fintary-open-api-openapi.yml field_count: 6 required: - rows - pageRowCount - rowCount id_reference_fields: [] - name: OpenAgentDetailSchema spec: openapi/fintary-open-api-openapi.yml field_count: 22 required: - id - str_id - sync_id - first_name - last_name - email - phone - agent_code - company_name - type - start_date - status - payout_level - payable_status - bank_info - notes - created_at - created_by - updated_at - updated_by - parent_relationships - child_relationships id_reference_fields: - str_id - sync_id - name: OpenAgentIdParamSchema spec: openapi/fintary-open-api-openapi.yml field_count: 1 required: - id id_reference_fields: [] - name: OpenAgentListQuerySchema spec: openapi/fintary-open-api-openapi.yml field_count: 5 required: [] id_reference_fields: [] - name: OpenAgentListResponseSchema spec: openapi/fintary-open-api-openapi.yml field_count: 2 required: - items - count id_reference_fields: [] - name: OpenAgentUpdateSchema spec: openapi/fintary-open-api-openapi.yml field_count: 13 required: [] id_reference_fields: [] - name: OpenAnalyticsWidget spec: openapi/fintary-open-api-openapi.yml field_count: 19 required: - id - str_id - analytic_report_access_id - analytic_report_access_str_id - principal_type - is_default_widget - label - chart_type - x_axis_column - y_axis_column - stack_column - echart_option - value - config - table_data - data_error - grid_position - created_at - updated_at id_reference_fields: - analytic_report_access_id - analytic_report_access_str_id - str_id - name: OpenApiCodedErrorResponseSchema spec: openapi/fintary-open-api-openapi.yml field_count: 2 required: - error - code id_reference_fields: [] - name: OpenApiSimpleErrorResponseSchema spec: openapi/fintary-open-api-openapi.yml field_count: 1 required: - error id_reference_fields: [] - name: RemoveUplineRequestSchema spec: openapi/fintary-open-api-openapi.yml field_count: 1 required: - str_id id_reference_fields: - str_id - name: RestoreDefaultWidgetRequest spec: openapi/fintary-open-api-openapi.yml field_count: 1 required: - default_widget_str_id id_reference_fields: - default_widget_str_id - name: OpenAPIResponseSchema spec: openapi/fintary-open-api-openapi.yml field_count: 4 required: - success - message - statusCode id_reference_fields: [] - name: OpenAnalyticsWidgetTableConfig spec: openapi/fintary-open-api-openapi.yml field_count: 3 required: - visible_columns id_reference_fields: [] - name: OpenAnalyticsWidgetTableFilter spec: openapi/fintary-open-api-openapi.yml field_count: 3 required: - column - operation - values id_reference_fields: [] - name: OpenAnalyticsWidgetGridPosition spec: openapi/fintary-open-api-openapi.yml field_count: 4 required: - x - y - w - h id_reference_fields: [] - name: AgentDetailResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 42 required: - strId - firstName - lastName - name - email - phone - agentCode - status - level - type - companyName - geoState - startDate - endDate - userStrId - middleName - nickname - title - gender - birthday - phoneType - phone2 - phone2Type - externalId - notes - payableStatus - payoutLevel - brokerCommPayTo - gaFieldRep - gaRepresentative - qbVendor - street - city - country - zip - hierarchy - policies - customers - commissionProfiles - createdAt - updatedAt id_reference_fields: - externalId - strId - userStrId - name: AgentHierarchyNodeSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 10 required: - strId - firstName - lastName - name - email - agentCode - level - splitPercentage - hierarchyId - children id_reference_fields: - hierarchyId - strId - name: AgentHierarchyResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 9 required: - strId - firstName - lastName - name - email - agentCode - level - uplines - downlines id_reference_fields: - strId - name: AgentListItemSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 36 required: - strId - firstName - lastName - name - email - phone - agentCode - status - level - policyCount - customerCount - companyName - geoState - startDate - endDate - middleName - nickname - title - gender - birthday - phoneType - phone2 - phone2Type - externalId - notes - payableStatus - payoutLevel - brokerCommPayTo - gaFieldRep - gaRepresentative - qbVendor - street - city - country - zip - createdAt id_reference_fields: - externalId - strId - name: AgentListResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - data - pagination id_reference_fields: [] - name: AgentSummaryResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 4 required: - total - active - writingAgents - salesReps id_reference_fields: [] - name: AgentTreeNodeSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 11 required: - strId - depth - children id_reference_fields: - parentContactId - strId - name: AgentTreeResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 3 required: - ancestors - descendants id_reference_fields: [] - name: AmsAgentContractPathParamsSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - strId - contractId id_reference_fields: - contractId - strId - name: AmsAgentListQuerySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 12 required: - page - pageSize - sortOrder id_reference_fields: [] - name: AmsAgentPathParamsSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: - strId id_reference_fields: - strId - name: AmsAgentTreeQuerySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - strId id_reference_fields: - strId - name: AmsBindableFieldSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: - source id_reference_fields: [] - name: AmsBulkUpdateAgentDataSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 13 required: [] id_reference_fields: - userStrId - name: AmsBulkUpdateAgentsBodySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - strIds - data id_reference_fields: [] - name: AmsBulkUpdateCustomerDataSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 13 required: [] id_reference_fields: - parentId - primaryAddressStrId - name: AmsBulkUpdateCustomersBodySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - strIds - data id_reference_fields: [] - name: AmsBulkUpdatePoliciesBodySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - strIds - data id_reference_fields: [] - name: AmsBulkUpdatePolicyDataSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 15 required: [] id_reference_fields: - customerId - policyId - name: AmsBulkUpdateResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: - totalUpdated id_reference_fields: [] - name: AmsCapabilitiesResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 6 required: - bindableFields - widgetVocabulary - endpoints - limits - schemaVersion - etag id_reference_fields: [] - name: AmsContractListQuerySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 6 required: [] id_reference_fields: [] - name: AmsCreateAgentSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 16 required: [] id_reference_fields: - userStrId - name: AmsCreateContractSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 7 required: - companyId id_reference_fields: - companyId - name: AmsCreateCustomFieldDefinitionSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 12 required: - entityType - fieldKey - displayName - dataType - isRequired - isSearchable - isFilterable - isReportable - sortOrder id_reference_fields: [] - name: AmsCreateCustomerSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 15 required: [] id_reference_fields: - parentId - primaryAddressStrId - name: AmsCreateMyTaskSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 9 required: - title - targetAudience - targetId - status - priority - type id_reference_fields: - targetId - name: AmsCreatePolicyDocumentSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 5 required: - name - fileName - mimeType id_reference_fields: [] - name: AmsCreatePolicySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 41 required: [] id_reference_fields: - aggregationId - commissionProfileId - customerId - documentId - groupId - internalId - policyId - syncId - name: AmsCreatePolicyTaskSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 6 required: - title - status - priority - dueDate id_reference_fields: [] - name: AmsCustomFieldDefinitionSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 14 required: - strId - entityType - fieldKey - displayName - dataType - isRequired - isSearchable - isFilterable - isReportable - validationRulesJson - defaultValue - enumOptionsJson - sortOrder id_reference_fields: - strId - name: AmsCustomFieldListQuerySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: [] id_reference_fields: [] - name: AmsCustomFieldValueInputSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 6 required: - fieldDefinitionId id_reference_fields: - fieldDefinitionId - name: AmsCustomFieldValueSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 9 required: - fieldDefinitionId - fieldKey - displayName - dataType id_reference_fields: - fieldDefinitionId - name: AmsCustomerAddressSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 10 required: [] id_reference_fields: - strId - name: AmsCustomerListQuerySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 9 required: - page - pageSize - sortOrder id_reference_fields: - agentId - name: AmsCustomerPathParamsSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: - strId id_reference_fields: - strId - name: AmsCustomerPoliciesQuerySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 4 required: - strId - page - pageSize id_reference_fields: - strId - name: AmsEscalateMyTaskSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 4 required: - taskId - escalateToUids id_reference_fields: - taskId - name: AmsFilterConditionSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 3 required: - field - op id_reference_fields: [] - name: AmsFilterFieldSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 8 required: - field - label - type - operators - sortable id_reference_fields: [] - name: AmsFinalizePolicyDocumentSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 3 required: - documentStrId id_reference_fields: - documentStrId - name: AmsLimitsSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 4 required: - maxSummaryCards - maxColumns - maxBlocksPerPage - maxPageComplexity id_reference_fields: [] - name: AmsMyTasksQuerySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 6 required: - page - pageSize id_reference_fields: [] - name: AmsMyTasksSummaryQuerySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: [] id_reference_fields: [] - name: AmsPageConfigResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 5 required: - config - schemaVersion - configVersion - etag - updatedAt id_reference_fields: [] - name: AmsPageConfigWireSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 10 required: - id - version - entity - title - routeBase - dataSource - table - detail id_reference_fields: [] - name: AmsPaginationSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 4 required: - page - pageSize - total - totalPages id_reference_fields: [] - name: AmsPolicyDocumentPathParamsSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - strId - documentStrId id_reference_fields: - documentStrId - strId - name: AmsPolicyFilterMetadataSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: - fields id_reference_fields: [] - name: AmsPolicyFilterOptionsQuerySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 5 required: - fields - optionSearch - optionLimit id_reference_fields: [] - name: AmsPolicyListQuerySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 5 required: - page - pageSize - sort id_reference_fields: [] - name: AmsPolicyPathParamsSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: - strId id_reference_fields: - strId - name: AmsPolicyTaskPathParamsSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - strId - taskId id_reference_fields: - strId - taskId - name: AmsPolicyTeamMemberSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 5 required: - contactStrId - role - isPrimary id_reference_fields: - contactStrId - name: AmsRegistryErrorSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - code - message id_reference_fields: [] - name: AmsSortSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - field - direction id_reference_fields: [] - name: AmsStatusConfigItemSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 8 required: - strId - entityType - name - label - color - isSystem - isDefault - sortOrder id_reference_fields: - strId - name: AmsStatusConfigListQuerySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: [] id_reference_fields: [] - name: AmsUpdateAgentSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 16 required: [] id_reference_fields: - userStrId - name: AmsUpdateContractSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 6 required: [] id_reference_fields: [] - name: AmsUpdateCustomerSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 15 required: [] id_reference_fields: - parentId - primaryAddressStrId - name: AmsUpdateMyTaskSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 7 required: - taskId id_reference_fields: - taskId - name: AmsUpdatePolicyCaseManagerSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: - caseManagerStrId id_reference_fields: - caseManagerStrId - name: AmsUpdatePolicyDocumentSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: [] id_reference_fields: [] - name: AmsUpdatePolicySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 41 required: [] id_reference_fields: - aggregationId - commissionProfileId - customerId - documentId - groupId - internalId - policyId - syncId - name: AmsUpdatePolicyStatusSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: - status id_reference_fields: [] - name: AmsUpdatePolicyTaskSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 6 required: [] id_reference_fields: [] - name: AmsUpdatePolicyTeamSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: - members id_reference_fields: [] - name: AmsWidgetVocabularySchema spec: openapi/fintary-ams-api-openapi.yml field_count: 4 required: - blocks - cells - tabKinds - filterKinds id_reference_fields: [] - name: ContractCompanyResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 7 required: - id - companyName - companyId - email - phone - website - address id_reference_fields: - companyId - name: ContractListResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 4 required: - contracts - total - page - pageSize id_reference_fields: [] - name: ContractResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 13 required: - id - agentId - companyId - contractLevel - licenseNumber - status - effectiveDate - endDate - notes - createdAt - updatedAt id_reference_fields: - agentId - companyId - name: CustomerDetailResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 34 required: - strId - firstName - lastName - middleName - companyName - email - phone - dob - gender - type - status - parentId - acquisitionChannel - primaryAddressStrId - nickname - contact - contactEmail - fax - website - region - groupId - tinNumber - deltaCo - deltaGroupNo - startDate - endDate - originalEffectiveDate - addresses - policies - owners - aliases - createdAt - updatedAt id_reference_fields: - groupId - parentId - primaryAddressStrId - strId - name: CustomerListItemSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 29 required: - strId - firstName - lastName - companyName - email - phone - type - status - policyCount - agents - middleName - dob - gender - acquisitionChannel - nickname - contact - contactEmail - fax - website - region - groupId - tinNumber - deltaCo - deltaGroupNo - startDate - endDate - originalEffectiveDate - createdAt id_reference_fields: - groupId - strId - name: CustomerListResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - data - pagination id_reference_fields: [] - name: CustomerSummaryResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 5 required: - total - activeWithPolicies - withoutPolicies - individual - group id_reference_fields: [] - name: MyAgentScopeResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 4 required: - hasAgent - agents - allContactIds id_reference_fields: - selfContactId - name: MyTaskContactSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 4 required: - strId id_reference_fields: - strId - name: MyTaskItemSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 15 required: - strId - title - status - type - priority - createdAt - targetAudience - targetId - assignees id_reference_fields: - strId - targetId - name: MyTaskListResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - data - pagination id_reference_fields: [] - name: MyTaskPolicyContextSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 6 required: - strId id_reference_fields: - policyId - strId - name: MyTasksSummaryResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - counts - total id_reference_fields: [] - name: PolicyCaseManagerUpdateResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - strId id_reference_fields: - caseManagerId - strId - name: PolicyCommissionDetailSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 7 required: - receivables - totalReceivedToDate - payoutsByRole - statementCount - totalPaidOut - netProfit - marginPercentRate id_reference_fields: [] - name: PolicyCommissionPayoutByRoleSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 3 required: - role - roleLabel - amount id_reference_fields: [] - name: PolicyCommissionReceivableLineSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 8 required: - strId - party - compensationType - rate - amount - contactId - contactName - date id_reference_fields: - contactId - strId - name: PolicyCustomerListItemSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 8 required: - strId - type id_reference_fields: - strId - name: PolicyDetailResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 57 required: - strId - policyId - policyStatus - caseStatus - customerName - customerType - productName - productType - productSubType - productOptionName - writingCarrierName - effectiveDate - expirationDate - signedDate - policyDate - cancellationDate - reinstatementDate - firstPaymentDate - firstProcessedDate - premiumAmount - commissionableAmount - excessAmount - commissionsExpected - customerPaidPremiumAmount - splitPercentage - paymentMode - policyTermMonths - geoState - notes - dba - internalId - transactionType - accountType - groupId - groupName - aggregationId - aggregationPrimary - type - tags - documentId - processingStatus - commissionProfileId - syncId - applicationDate - issueDate - issueAge - agentName - createdAt - updatedAt - customFields - receivables - customerStrId - team - documents - tasks - commissions - customer id_reference_fields: - aggregationId - commissionProfileId - customerStrId - documentId - groupId - internalId - policyId - strId - syncId - name: PolicyDocumentDetailSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 11 required: - strId - name - fileName - status - createdAt id_reference_fields: - strId - name: PolicyDocumentUploadTicketSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 3 required: - documentStrId - signedPutUrl - mimeType id_reference_fields: - documentStrId - name: PolicyFilterOptionFieldSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 3 required: - field - values - totalOptions id_reference_fields: [] - name: PolicyFilterOptionValueSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 3 required: - value - label - count id_reference_fields: [] - name: PolicyFilterOptionsResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 3 required: - fields - dateRanges - totalPolicies id_reference_fields: [] - name: PolicyListItemSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 51 required: - strId - policyId - policyStatus - caseStatus - customerName - customerType - productName - productType - productSubType - productOptionName - writingCarrierName - effectiveDate - expirationDate - signedDate - policyDate - cancellationDate - reinstatementDate - firstPaymentDate - firstProcessedDate - premiumAmount - commissionableAmount - excessAmount - commissionsExpected - customerPaidPremiumAmount - splitPercentage - paymentMode - policyTermMonths - geoState - notes - dba - internalId - transactionType - accountType - groupId - groupName - aggregationId - aggregationPrimary - type - tags - documentId - processingStatus - commissionProfileId - syncId - applicationDate - issueDate - issueAge - agentName - createdAt - updatedAt - customFields - receivables id_reference_fields: - aggregationId - commissionProfileId - documentId - groupId - internalId - policyId - strId - syncId - name: PolicyListResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - data - pagination id_reference_fields: [] - name: PolicySummaryResponseSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 2 required: - total - byStatus id_reference_fields: [] - name: PolicyTaskDetailSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 9 required: - strId - title - status - assigneeUids - notes - priority - dueDate - createdAt - updatedAt id_reference_fields: - strId - name: PolicyTeamMemberContactSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 8 required: - strId - firstName - lastName - name - email - phone - agentCode - companyName id_reference_fields: - strId - name: PolicyTeamMemberDetailSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 7 required: - strId - contactStrId - role - roleLabel - isPrimary - agentSplit - contact id_reference_fields: - contactStrId - strId - name: AmsWireDataSourceConfigSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 7 required: - listEndpoint - detailEndpoint - idField id_reference_fields: [] - name: AmsWireSummaryConfigSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 3 required: [] id_reference_fields: [] - name: AmsWireTableConfigSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 4 required: - columns - pageSize id_reference_fields: [] - name: AmsWireColumnConfigSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 8 required: - field - header id_reference_fields: [] - name: AmsWireTabConfigSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 5 required: - id - label - kind id_reference_fields: [] - name: AmsWireBlockConfigSchema spec: openapi/fintary-ams-api-openapi.yml field_count: 1 required: - type id_reference_fields: [] relationships: - from: AgGridCompositeDateFilterSchema to: AgGridDateFilterSchema via: conditions cardinality: has_many spec: openapi/fintary-open-api-openapi.yml - from: AgGridCompositeTextFilterSchema to: AgGridTextFilterSchema via: conditions cardinality: has_many spec: openapi/fintary-open-api-openapi.yml - from: ConvertHtmlToPdfRequest to: ConvertHtmlToPdfRenderingOptions via: rendering_options cardinality: has_one spec: openapi/fintary-open-api-openapi.yml - from: FlattenedPublishedReportSchema to: AnalyticsReportColumnMetadataSchema via: columns cardinality: has_many spec: openapi/fintary-open-api-openapi.yml - from: FlattenedPublishedReportSchema to: AnalyticsReportMeasureSchema via: measures cardinality: has_many spec: openapi/fintary-open-api-openapi.yml - from: FlattenedPublishedReportSchema to: AnalyticsReportFilterSchema via: filters cardinality: has_many spec: openapi/fintary-open-api-openapi.yml - from: OpenAgentListResponseSchema to: OpenAgentDetailSchema via: items cardinality: has_many spec: openapi/fintary-open-api-openapi.yml - from: OpenAnalyticsWidget to: OpenAnalyticsWidgetTableConfig via: config cardinality: has_one spec: openapi/fintary-open-api-openapi.yml - from: OpenAnalyticsWidget to: OpenAnalyticsWidgetGridPosition via: grid_position cardinality: has_one spec: openapi/fintary-open-api-openapi.yml - from: OpenAnalyticsWidgetTableConfig to: OpenAnalyticsWidgetTableFilter via: filters cardinality: has_many spec: openapi/fintary-open-api-openapi.yml - from: AgentHierarchyNodeSchema to: AgentHierarchyNodeSchema via: children cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AgentHierarchyResponseSchema to: AgentHierarchyNodeSchema via: uplines cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AgentHierarchyResponseSchema to: AgentHierarchyNodeSchema via: downlines cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AgentListResponseSchema to: AgentListItemSchema via: data cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AgentListResponseSchema to: AmsPaginationSchema via: pagination cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AgentTreeNodeSchema to: AgentTreeNodeSchema via: children cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AgentTreeResponseSchema to: AgentTreeNodeSchema via: self cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AgentTreeResponseSchema to: AgentTreeNodeSchema via: ancestors cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AgentTreeResponseSchema to: AgentTreeNodeSchema via: descendants cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AmsBulkUpdateAgentsBodySchema to: AmsBulkUpdateAgentDataSchema via: data cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsBulkUpdateCustomersBodySchema to: AmsBulkUpdateCustomerDataSchema via: data cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsBulkUpdatePoliciesBodySchema to: AmsBulkUpdatePolicyDataSchema via: data cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsCapabilitiesResponseSchema to: AmsBindableFieldSchema via: bindableFields cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AmsCapabilitiesResponseSchema to: AmsWidgetVocabularySchema via: widgetVocabulary cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsCapabilitiesResponseSchema to: AmsLimitsSchema via: limits cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsCreateContractSchema to: AmsContractStatusSchema via: status cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsCreateCustomerSchema to: AmsCustomerAddressSchema via: addresses cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AmsCreatePolicySchema to: AmsCustomFieldValueInputSchema via: customFields cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AmsFilterConditionSchema to: AmsFilterValueSchema via: value cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsPageConfigResponseSchema to: AmsPageConfigWireSchema via: config cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsPageConfigWireSchema to: AmsWireDataSourceConfigSchema via: dataSource cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsPageConfigWireSchema to: AmsWireSummaryConfigSchema via: summary cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsPageConfigWireSchema to: AmsWireTableConfigSchema via: table cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsPageConfigWireSchema to: AmsWireBlockConfigSchema via: layout cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AmsPolicyFilterMetadataSchema to: AmsFilterFieldSchema via: fields cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AmsPolicyFilterOptionsQuerySchema to: AmsFilterNodeSchema via: filter cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsPolicyListQuerySchema to: AmsSortSchema via: sort cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AmsPolicyListQuerySchema to: AmsFilterNodeSchema via: filter cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsUpdateContractSchema to: AmsContractStatusSchema via: status cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsUpdateCustomerSchema to: AmsCustomerAddressSchema via: addresses cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AmsUpdatePolicySchema to: AmsCustomFieldValueInputSchema via: customFields cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AmsUpdatePolicyTeamSchema to: AmsPolicyTeamMemberSchema via: members cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: ContractListResponseSchema to: ContractResponseSchema via: contracts cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: ContractResponseSchema to: ContractCompanyResponseSchema via: company cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: ContractResponseSchema to: ContractCompanyResponseSchema via: canonicalCompany cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: CustomerListResponseSchema to: CustomerListItemSchema via: data cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: CustomerListResponseSchema to: AmsPaginationSchema via: pagination cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: MyTaskItemSchema to: MyTaskContactSchema via: creator cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: MyTaskItemSchema to: MyTaskContactSchema via: assignees cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: MyTaskItemSchema to: MyTaskPolicyContextSchema via: policyContext cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: MyTaskListResponseSchema to: MyTaskItemSchema via: data cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: MyTaskListResponseSchema to: AmsPaginationSchema via: pagination cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: PolicyCommissionDetailSchema to: PolicyCommissionReceivableLineSchema via: receivables cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: PolicyCommissionDetailSchema to: PolicyCommissionPayoutByRoleSchema via: payoutsByRole cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: PolicyDetailResponseSchema to: AmsCustomFieldValueSchema via: customFields cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: PolicyDetailResponseSchema to: PolicyTeamMemberDetailSchema via: team cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: PolicyDetailResponseSchema to: PolicyDocumentDetailSchema via: documents cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: PolicyDetailResponseSchema to: PolicyTaskDetailSchema via: tasks cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: PolicyDetailResponseSchema to: PolicyCommissionDetailSchema via: commissions cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: PolicyDocumentDetailSchema to: AmsPolicyDocumentStatusSchema via: status cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: PolicyFilterOptionFieldSchema to: PolicyFilterOptionValueSchema via: values cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: PolicyFilterOptionsResponseSchema to: PolicyFilterOptionFieldSchema via: fields cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: PolicyListItemSchema to: AmsCustomFieldValueSchema via: customFields cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: PolicyListResponseSchema to: PolicyListItemSchema via: data cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: PolicyListResponseSchema to: AmsPaginationSchema via: pagination cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: PolicyTeamMemberDetailSchema to: PolicyTeamMemberContactSchema via: contact cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml - from: AmsWireTableConfigSchema to: AmsWireColumnConfigSchema via: columns cardinality: has_many spec: openapi/fintary-ams-api-openapi.yml - from: AmsWireColumnConfigSchema to: AmsWireFilterConfigSchema via: filter cardinality: has_one spec: openapi/fintary-ams-api-openapi.yml