Fintary AMS API
Agency Management System REST API covering the policy, customer and agent record core — policy detail, status changes, teams, tasks, commission breakdown and the two-phase document repository upload; customer CRUD, summaries and bulk update; agent CRUD, contracts, hierarchy and full upline/downline tree; task management and escalation; custom-field and status configuration; and a page-config/capabilities registry that publishes bindable fields, widget vocabulary and an endpoint allowlist for AI and wire clients. Sixty operations under `/api/ams/` on api.fintary.com, authenticated with an HTTP bearer token.
This API exposes
60 operations
across 43 paths,
organized into 6 resource areas,
and defines 112 schemas.
It is described by OpenAPI 3.0.0, at version 1.0.
Requests are made against the base URL https://api.fintary.com.
The identity and technical contract details declared by the specification.
AgentDetailResponseSchema
object
42 properties
41 required
AgentHierarchyNodeSchema
object
10 properties
10 required
AgentHierarchyResponseSchema
object
9 properties
9 required
AgentListItemSchema
object
36 properties
36 required
AgentListResponseSchema
object
2 properties
2 required
AgentSummaryResponseSchema
object
4 properties
4 required
AgentTreeNodeSchema
object
11 properties
3 required
AgentTreeResponseSchema
object
3 properties
2 required
AmsAgentContractPathParamsSchema
object
2 properties
2 required
AmsAgentListQuerySchema
object
12 properties
3 required
AmsAgentPathParamsSchema
object
1 property
1 required
AmsAgentTreeQuerySchema
object
2 properties
1 required
AmsBindableFieldSchema
object
1 property
1 required
AmsBulkUpdateAgentDataSchema
object
13 properties
AmsBulkUpdateAgentsBodySchema
object
2 properties
2 required
AmsBulkUpdateCustomerDataSchema
object
13 properties
AmsBulkUpdateCustomersBodySchema
object
2 properties
2 required
AmsBulkUpdatePoliciesBodySchema
object
2 properties
2 required
AmsBulkUpdatePolicyDataSchema
object
15 properties
AmsBulkUpdateResponseSchema
object
1 property
1 required
AmsCapabilitiesResponseSchema
object
6 properties
6 required
AmsContractListQuerySchema
object
6 properties
AmsContractStatusSchema
string
AmsCreateAgentSchema
object
16 properties
AmsCreateContractSchema
object
7 properties
1 required
AmsCreateCustomFieldDefinitionSchema
object
12 properties
9 required
AmsCreateCustomerSchema
object
15 properties
AmsCreateMyTaskSchema
object
9 properties
6 required
AmsCreatePolicyDocumentSchema
object
5 properties
3 required
AmsCreatePolicySchema
object
41 properties
AmsCreatePolicyTaskSchema
object
6 properties
4 required
AmsCustomFieldDefinitionSchema
object
14 properties
13 required
AmsCustomFieldListQuerySchema
object
1 property
AmsCustomFieldValueInputSchema
object
6 properties
1 required
AmsCustomFieldValueSchema
object
9 properties
4 required
AmsCustomerAddressSchema
object
10 properties
AmsCustomerListQuerySchema
object
9 properties
3 required
AmsCustomerPathParamsSchema
object
1 property
1 required
AmsCustomerPoliciesQuerySchema
object
4 properties
3 required
AmsEscalateMyTaskSchema
object
4 properties
2 required
AmsFilterConditionSchema
object
3 properties
2 required
AmsFilterFieldSchema
object
8 properties
5 required
AmsFinalizePolicyDocumentSchema
object
3 properties
1 required
AmsLimitsSchema
object
4 properties
4 required
AmsMyTasksQuerySchema
object
6 properties
2 required
AmsMyTasksSummaryQuerySchema
object
1 property
AmsPageConfigResponseSchema
object
5 properties
5 required
AmsPageConfigWireSchema
object
10 properties
8 required
AmsPaginationSchema
object
4 properties
4 required
AmsPolicyDocumentPathParamsSchema
object
2 properties
2 required
AmsPolicyDocumentStatusSchema
string
AmsPolicyFilterMetadataSchema
object
1 property
1 required
AmsPolicyFilterOptionsQuerySchema
object
5 properties
3 required
AmsPolicyListQuerySchema
object
5 properties
3 required
AmsPolicyPathParamsSchema
object
1 property
1 required
AmsPolicyTaskPathParamsSchema
object
2 properties
2 required
AmsPolicyTeamMemberSchema
object
5 properties
3 required
AmsRegistryEntitySchema
string
AmsRegistryErrorSchema
object
2 properties
2 required
AmsSortSchema
object
2 properties
2 required
AmsStatusConfigItemSchema
object
8 properties
8 required
AmsStatusConfigListQuerySchema
object
1 property
AmsUpdateAgentSchema
object
16 properties
AmsUpdateContractSchema
object
6 properties
AmsUpdateCustomerSchema
object
15 properties
AmsUpdateMyTaskSchema
object
7 properties
1 required
AmsUpdatePolicyCaseManagerSchema
object
1 property
1 required
AmsUpdatePolicyDocumentSchema
object
2 properties
AmsUpdatePolicySchema
object
41 properties
AmsUpdatePolicyStatusSchema
object
1 property
1 required
AmsUpdatePolicyTaskSchema
object
6 properties
AmsUpdatePolicyTeamSchema
object
1 property
1 required
AmsWidgetVocabularySchema
object
4 properties
4 required
ContractCompanyResponseSchema
object
7 properties
7 required
ContractListResponseSchema
object
4 properties
4 required
ContractResponseSchema
object
13 properties
11 required
CustomerDetailResponseSchema
object
34 properties
33 required
CustomerListItemSchema
object
29 properties
28 required
CustomerListResponseSchema
object
2 properties
2 required
CustomerSummaryResponseSchema
object
5 properties
5 required
MyAgentScopeResponseSchema
object
4 properties
3 required
MyTaskContactSchema
object
4 properties
1 required
MyTaskItemSchema
object
15 properties
9 required
MyTaskListResponseSchema
object
2 properties
2 required
MyTaskPolicyContextSchema
object
6 properties
1 required
MyTasksSummaryResponseSchema
object
2 properties
2 required
PolicyCaseManagerUpdateResponseSchema
object
2 properties
1 required
PolicyCommissionDetailSchema
object
7 properties
7 required
PolicyCommissionPayoutByRoleSchema
object
3 properties
3 required
PolicyCommissionReceivableLineSchema
object
8 properties
8 required
PolicyCustomerListItemSchema
object
8 properties
2 required
PolicyDetailResponseSchema
object
57 properties
57 required
PolicyDocumentDetailSchema
object
11 properties
5 required
PolicyDocumentUploadTicketSchema
object
3 properties
3 required
PolicyFilterOptionFieldSchema
object
3 properties
3 required
PolicyFilterOptionValueSchema
object
3 properties
3 required
PolicyFilterOptionsResponseSchema
object
3 properties
3 required
PolicyListItemSchema
object
51 properties
51 required
PolicyListResponseSchema
object
2 properties
2 required
PolicySummaryResponseSchema
object
2 properties
2 required
PolicyTaskDetailSchema
object
9 properties
9 required
PolicyTeamMemberContactSchema
object
8 properties
8 required
PolicyTeamMemberDetailSchema
object
7 properties
7 required
AmsWireDataSourceConfigSchema
object
7 properties
3 required
AmsWireSummaryConfigSchema
object
3 properties
AmsWireTableConfigSchema
object
4 properties
2 required
AmsWireColumnConfigSchema
object
8 properties
2 required
AmsWireFilterConfigSchema
AmsWireTabConfigSchema
object
5 properties
3 required
AmsWireBlockConfigSchema
object
1 property
1 required
The full machine-readable OpenAPI contract behind this narrative.
