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Fintary

Fintary AMS - Policies API

Policy management endpoints

Documentation Provider Profile APIs.io OpenAPI GitHub

Fintary AMS - Policies API is one of 10 APIs that Fintary publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include AMS - Policies. The published artifact set on APIs.io includes an OpenAPI specification, an API reference, and API documentation.

This API exposes 24 operations across 18 paths, and defines 42 schemas. It is described by OpenAPI 3.2.0, at version 1.0.

Requests are made against a single base URL, https://api.fintary.com.

24 operations 18 paths 42 schemas 3 DELETE9 GET6 PATCH6 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.0
Base URL
https://api.fintary.com
Authentication
HTTP Bearer
Resource Areas
1

Authentication & Security 1

Fintary AMS - Policies API declares 1 security scheme for authenticating requests. It accepts HTTP bearer tokens (string) (BearerAuth). By default, every request must be authenticated.

Paths & Operations 24

Across 18 paths, the API surfaces 24 operations — 3 DELETE, 9 GET, 6 PATCH, 6 POST. Each is listed below with its method, path, parameters, and response codes.

AMS - Policies 24

Policy management endpoints

PATCH
/api/ams/policies/{strId}/case-manager
Update policy case manager
1 param body → 200
GET
/api/ams/policies/{strId}/commission
Get policy commission info (receivables, payouts by role, statement totals)
1 param → 200404
GET
/api/ams/policies/{strId}/customers
List customers associated with a policy
1 param → 200404
DELETE
/api/ams/policies/{strId}/documents/{documentStrId}
Delete policy document
2 params → 200404
GET
/api/ams/policies/{strId}/documents/{documentStrId}/download
Short-lived signed download URL for a policy document
2 params → 200404
POST
/api/ams/policies/{strId}/documents/finalize
Finalize a policy document upload (phase 2 of two)
1 param body → 200404
GET
/api/ams/policies/{strId}/documents
List policy documents (Document Repository Service)
1 param → 200404
POST
/api/ams/policies/{strId}/documents
Start a policy document upload (phase 1 of two)
1 param body → 201404
GET
/api/ams/policies/{strId}
Policy detail
1 param → 200404
PATCH
/api/ams/policies/{strId}
Update policy
1 param body → 200404
DELETE
/api/ams/policies/{strId}
Delete policy
1 param → 200404
PATCH
/api/ams/policies/{strId}/status
Change policy status
1 param body → 200404
PATCH
/api/ams/policies/{strId}/tasks/{taskId}
Update policy task
2 params body → 200404
DELETE
/api/ams/policies/{strId}/tasks/{taskId}
Delete policy task
2 params → 200404
GET
/api/ams/policies/{strId}/tasks
List policy tasks
1 param → 200404
POST
/api/ams/policies/{strId}/tasks
Create policy task
1 param body → 200404
GET
/api/ams/policies/{strId}/team
Get policy team
1 param → 200404
PATCH
/api/ams/policies/{strId}/team
Update policy team
1 param body → 200404
PATCH
/api/ams/policies/bulk-update
Bulk update policies
body → 200
POST
/api/ams/policies/filter-options
Get filter option values for the policy list
body → 200
GET
/api/ams/policies/filters
Get policy list filter metadata
→ 200
POST
/api/ams/policies
Create a policy
body → 200
POST
/api/ams/policies/list
List policies with basic info
body → 200
GET
/api/ams/policies/summary
Policy summary grouped by status
→ 200

Schemas 42

The contract defines 42 schemas that model the data the API accepts and returns. The most detailed are PolicyDetailResponseSchema (57 properties), PolicyListItemSchema (51 properties), AmsCreatePolicySchema (41 properties), AmsUpdatePolicySchema (41 properties). Each schema is shown below with its type and property counts.

AmsFilterNodeSchema
PolicyTeamMemberDetailSchema
object
7 properties 7 required
PolicyCommissionPayoutByRoleSchema
object
3 properties 3 required
PolicyListItemSchema
object
51 properties 51 required
AmsFilterConditionSchema
object
3 properties 2 required
AmsCustomFieldValueInputSchema
object
6 properties 1 required
AmsPolicyFilterOptionsQuerySchema
object
5 properties 3 required
PolicySummaryResponseSchema
object
2 properties 2 required
AmsFinalizePolicyDocumentSchema
object
3 properties 1 required
PolicyDocumentUploadTicketSchema
object
3 properties 3 required
PolicyCommissionDetailSchema
object
7 properties 7 required
PolicyFilterOptionFieldSchema
object
3 properties 3 required
PolicyFilterOptionValueSchema
object
3 properties 3 required
AmsPolicyTeamMemberSchema
object
5 properties 3 required
PolicyListResponseSchema
object
2 properties 2 required
AmsUpdatePolicyStatusSchema
object
1 property 1 required
AmsPolicyDocumentStatusSchema
string
AmsPolicyFilterMetadataSchema
object
1 property 1 required
AmsFilterValueSchema
PolicyTeamMemberContactSchema
object
8 properties 8 required
PolicyCustomerListItemSchema
object
8 properties 2 required
PolicyFilterOptionsResponseSchema
object
3 properties 3 required
AmsBulkUpdatePoliciesBodySchema
object
2 properties 2 required
PolicyCaseManagerUpdateResponseSchema
object
2 properties 1 required
AmsCreatePolicyDocumentSchema
object
5 properties 3 required
AmsFilterFieldSchema
object
8 properties 5 required
AmsCreatePolicyTaskSchema
object
6 properties 4 required
AmsBulkUpdatePolicyDataSchema
object
15 properties
AmsSortSchema
object
2 properties 2 required
AmsCustomFieldValueSchema
object
9 properties 4 required
AmsCreatePolicySchema
object
41 properties
AmsUpdatePolicyTeamSchema
object
1 property 1 required
AmsBulkUpdateResponseSchema
object
1 property 1 required
PolicyCommissionReceivableLineSchema
object
8 properties 8 required
PolicyDocumentDetailSchema
object
11 properties 5 required
AmsUpdatePolicyCaseManagerSchema
object
1 property 1 required
PolicyTaskDetailSchema
object
9 properties 9 required
AmsUpdatePolicySchema
object
41 properties
AmsUpdatePolicyTaskSchema
object
6 properties
AmsPolicyListQuerySchema
object
5 properties 3 required
AmsPaginationSchema
object
4 properties 4 required
PolicyDetailResponseSchema
object
57 properties 57 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

fintary-ams-policies-api-openapi.yml Raw ↑

Other APIs Fintary publishes across the network.

Fintary Agents API
AE Profile APIs.io
Fintary AMS - Agents API
AE Profile APIs.io
Fintary AMS - Configs API
AE Profile APIs.io
Fintary AMS - Customers API
AE Profile APIs.io
Fintary AMS - Registry API
AE Profile APIs.io
Fintary AMS - Tasks API
AE Profile APIs.io
Fintary Analytics API
AE Profile APIs.io
Fintary Commission Reports API
AE Profile APIs.io
Fintary Documents API
AE Profile APIs.io
#AMS - Policies
← Back to F APIs
API Details
ID
fintary:fintary-ams-policies-api
Base URL
https://api.fintary.com
Docs
https://api.fintary.com/openapi-doc
Provider
Fintary
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