List Policy Transactions

Returns a paginated list of all transactions for a policy, ordered by policyVersion. Each transaction represents an immutable change set (new business, endorsement, cancellation, reinstatement, or renewal).

Use this endpoint to see the full transaction history of a policy. For detailed per-field deltas, retrieve a single transaction via the Get Policy Transaction endpoint.

Related: The Bordereau APIs provide a similar transaction-level view across all policies, with the ability to include additional columns for full-term policy fields. Use this endpoint when you need per-field deltas for a single policy; use the Bordereau APIs when you need a flat, reportable listing across policies.

Required permission: company.policy:read

GET /api/v1/external/companies/{companyId}/policies/{policyId}/transactions

List Policy Transactions

cURL

curl --request GET \
  --url https://app.aiinsurance.io/api/v1/external/companies/{companyId}/policies/{policyId}/transactions \
  --header 'Authorization: <api-key>'

200

transactionHistory

{
  "items": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440010",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 1,
      "action": "NEW_BUSINESS",
      "effectiveDate": "2025-01-01",
      "transactionTimestamp": "2025-01-15T10:30:00.000Z",
      "createdAt": "2025-01-15T10:30:00.000Z",
      "createdBy": "550e8400-e29b-41d4-a716-446655440090"
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440020",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 2,
      "action": "ENDORSE",
      "effectiveDate": "2025-06-01",
      "transactionTimestamp": "2025-05-28T14:30:00.000Z",
      "createdAt": "2025-05-28T14:30:00.000Z",
      "createdBy": "550e8400-e29b-41d4-a716-446655440090"
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440021",
      "policyId": "550e8400-e29b-41d4-a716-446655440001",
      "policyVersion": 3,
      "action": "CANCEL",
      "effectiveDate": "2025-09-01",
      "transactionTimestamp": "2025-08-25T09:00:00.000Z",
      "createdAt": "2025-08-25T09:00:00.000Z",
      "createdBy": null
    }
  ],
  "totalCount": 3
}

Authorizations

Authorization · string · header · required

API key authentication. Include your API key in the Authorization header.

Path Parameters

companyId · string<uuid> · required

Company identifier

policyId · string<uuid> · required

Policy identifier

Query Parameters

page · integer · default: 1

Page number (1-based, default 1, page size 50)

Required range: x >= 1

sortDirection · enum<string> · default: asc

Sort direction for policyVersion ordering (default asc). Use asc for chronological order, desc for most-recent-first.

Available options: asc, desc

Response

200

application/json

Paginated list of policy transactions

Paginated list of policy transactions.

items · object[] · required

Show child attributes

totalCount · integer · required

Total number of transactions across all pages