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Overview

Smart tags are customizable labels that can be applied to entities within the system. They provide a flexible way to categorize, filter, and organize data according to your business needs. Each smart tag includes:
  • tagName: A unique identifier for the tag (used programmatically)
  • tagDisplayName: A human-readable display name
  • tagDescription: Optional description explaining the tag’s purpose
  • tagCategories: Array of category strings for grouping related tags
  • tagData: Flexible JSON object for storing additional metadata

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Use Cases

Smart tags can be used to:
  • Categorize policies by coverage type or risk profile
  • Label insureds by segment or acquisition channel
  • Mark events by severity or handling priority
  • Group entities for reporting and analytics

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Permissions

  • Read: Requires company:read permission

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Example Response

{
  "items": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440000",
      "companyId": "123e4567-e89b-12d3-a456-426614174000",
      "tagName": "high_value_account",
      "tagDisplayName": "High Value Account",
      "tagDescription": "Accounts with annual premium over $100k",
      "tagCategories": ["account_tier", "priority"],
      "tagData": {
        "type": "account_classification"
      },
      "createdAt": "2024-01-15T10:30:00.000Z",
      "updatedAt": "2024-01-15T10:30:00.000Z"
    }
  ],
  "totalCount": 1
}