generated: '2026-07-21'
method: derived
source: openapi/socotra-openapi-original.json
note: >-
  Entity-relationship graph derived from the Socotra OpenAPI path structure and the
  locator reference parameters (accountLocator, policyLocator, quoteLocator,
  contactLocator, producerLocator, fnolLocator, webhookLocator, etc.). Resources are
  addressed by opaque "locator" ids and scoped to a tenant.
root: Tenant
entities:
- name: Tenant
  locator: tenantLocator
  description: Top-level configuration + data isolation boundary; every resource is tenant-scoped.
- name: Account
  locator: accountLocator
  description: A customer/account record holding contacts, policies, and billing.
- name: Contact
  locator: contactLocator
  description: A person or organization linked to accounts, policies, and roles.
- name: Quote
  locator: quoteLocator
  description: A priced, underwritable offer that can be issued into a policy.
- name: Policy
  locator: policyLocator
  description: An issued insurance policy with transactions, segments, and coverages.
- name: Transaction
  description: A change applied to a policy (issuance, endorsement, renewal, cancellation).
- name: Invoice
  description: A billing invoice generated for a policy/account, with installments.
- name: Payment
  description: A payment applied against invoices in the billing ledger.
- name: Claim
  locator: fnolLocator
  description: A first-notice-of-loss / claim raised against a policy.
- name: Producer
  locator: producerLocator
  description: A distribution producer with codes, licenses, and appointments.
- name: Task
  locator: locator
  description: A work-management task with diary entries and assignments.
- name: Document
  description: A generated or attached document tied to policies/accounts.
- name: Webhook
  locator: webhookLocator
  description: A tenant event subscription that delivers platform events.
relationships:
- from: Account
  to: Tenant
  type: belongs_to
  via: tenantLocator
- from: Contact
  to: Account
  type: belongs_to
  via: accountLocator
- from: Account
  to: Policy
  type: has_many
  via: accountLocator
- from: Quote
  to: Account
  type: belongs_to
  via: accountLocator
- from: Policy
  to: Quote
  type: has_one
  via: quoteLocator
- from: Policy
  to: Transaction
  type: has_many
  via: policyLocator
- from: Invoice
  to: Policy
  type: belongs_to
  via: policyLocator
- from: Payment
  to: Invoice
  type: has_many
  via: invoiceLocator
- from: Claim
  to: Policy
  type: belongs_to
  via: policyLocator
- from: Policy
  to: Producer
  type: has_one
  via: producerLocator
- from: Task
  to: Tenant
  type: belongs_to
  via: tenantLocator
- from: Webhook
  to: Tenant
  type: belongs_to
  via: tenantLocator