@producerflow/producerflowapi 1.0.15 → 1.0.19
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
|
@@ -143,8 +143,10 @@ export type CreateAgencyOnboardingURLRequest_Agency = Message<"producerflow.prod
|
|
|
143
143
|
tenantAgencyId: string;
|
|
144
144
|
/**
|
|
145
145
|
* DocuSign template id is the id of the docusign template used to send the contract to the agency
|
|
146
|
+
* Deprecated: Use signature_template_id instead. This field will be removed in a future version.
|
|
146
147
|
*
|
|
147
|
-
* @generated from field: string docusign_template_id = 4;
|
|
148
|
+
* @generated from field: string docusign_template_id = 4 [deprecated = true];
|
|
149
|
+
* @deprecated
|
|
148
150
|
*/
|
|
149
151
|
docusignTemplateId: string;
|
|
150
152
|
/**
|
|
@@ -155,6 +157,10 @@ export type CreateAgencyOnboardingURLRequest_Agency = Message<"producerflow.prod
|
|
|
155
157
|
fein: string;
|
|
156
158
|
/**
|
|
157
159
|
* Email of the agency
|
|
160
|
+
* Important: For Sole Proprietor entities (entity_type = ENTITY_TYPE_SOLE_PROPRIETOR)
|
|
161
|
+
* or when entity_type = ENTITY_TYPE_ASK_DURING_ONBOARDING and the user later selects
|
|
162
|
+
* Sole Proprietor during onboarding, the principal.email will be used as the agency email,
|
|
163
|
+
* and this field will be ignored.
|
|
158
164
|
*
|
|
159
165
|
* @generated from field: string email = 6;
|
|
160
166
|
*/
|
|
@@ -178,7 +184,15 @@ export type CreateAgencyOnboardingURLRequest_Agency = Message<"producerflow.prod
|
|
|
178
184
|
*/
|
|
179
185
|
website: string;
|
|
180
186
|
/**
|
|
181
|
-
* NPN of the agency.
|
|
187
|
+
* National Producer Number (NPN) of the agency.
|
|
188
|
+
* A unique NAIC identifier assigned to business entities during the
|
|
189
|
+
* licensing application process and stored in the NIPR Producer Database
|
|
190
|
+
* (PDB).
|
|
191
|
+
* Format: 1-10 digit numeric string.
|
|
192
|
+
* Example: "1234567890"
|
|
193
|
+
* Note: If the entity type is Sole Proprietor, the NPN will be ignored
|
|
194
|
+
* since sole proprietors use the principal's NPN.
|
|
195
|
+
* Reference: https://nipr.com
|
|
182
196
|
*
|
|
183
197
|
* @generated from field: string npn = 10;
|
|
184
198
|
*/
|
|
@@ -208,6 +222,14 @@ export type CreateAgencyOnboardingURLRequest_Agency = Message<"producerflow.prod
|
|
|
208
222
|
* @generated from field: string organization_id = 15;
|
|
209
223
|
*/
|
|
210
224
|
organizationId: string;
|
|
225
|
+
/**
|
|
226
|
+
* An optional signature template ID to be used to send the agency agreement through
|
|
227
|
+
* the configured e-signature provider (Docusign or Adobe Sign).
|
|
228
|
+
* The system will automatically detect the signature provider based on tenant configuration.
|
|
229
|
+
*
|
|
230
|
+
* @generated from field: optional string signature_template_id = 16;
|
|
231
|
+
*/
|
|
232
|
+
signatureTemplateId?: string;
|
|
211
233
|
/**
|
|
212
234
|
* @generated from field: producerflow.producer.v1.CreateAgencyOnboardingURLRequest.Agency.Principal principal = 14;
|
|
213
235
|
*/
|
|
@@ -262,7 +284,12 @@ export type CreateAgencyOnboardingURLRequest_Agency_Principal = Message<"produce
|
|
|
262
284
|
*/
|
|
263
285
|
phone: string;
|
|
264
286
|
/**
|
|
265
|
-
* NPN of the principal
|
|
287
|
+
* National Producer Number (NPN) of the principal.
|
|
288
|
+
* A unique NAIC identifier assigned to individuals during the licensing
|
|
289
|
+
* application process and stored in the NIPR Producer Database (PDB).
|
|
290
|
+
* Format: 1-10 digit numeric string.
|
|
291
|
+
* Example: "1234567890"
|
|
292
|
+
* Reference: https://nipr.com
|
|
266
293
|
*
|
|
267
294
|
* @generated from field: string npn = 7;
|
|
268
295
|
*/
|
|
@@ -324,6 +351,16 @@ export declare const CreateProducerOnboardingURLRequestSchema: GenMessage<Create
|
|
|
324
351
|
*/
|
|
325
352
|
export type ProducerData = Message<"producerflow.producer.v1.ProducerData"> & {
|
|
326
353
|
/**
|
|
354
|
+
* National Producer Number (NPN) of the producer.
|
|
355
|
+
* A unique NAIC identifier assigned to individuals during the licensing
|
|
356
|
+
* application process and stored in the NIPR Producer Database (PDB).
|
|
357
|
+
* Format: 1-10 digit numeric string.
|
|
358
|
+
* Example: "1234567890"
|
|
359
|
+
* If provided, must be between 1 and 10 characters.
|
|
360
|
+
* Note: NPN validation against NIPR occurs during onboarding, not during URL
|
|
361
|
+
* generation.
|
|
362
|
+
* Reference: https://nipr.com
|
|
363
|
+
*
|
|
327
364
|
* @generated from field: optional string npn = 1;
|
|
328
365
|
*/
|
|
329
366
|
npn?: string;
|
|
@@ -471,9 +508,17 @@ export type NewAgencyRequest_Agency = Message<"producerflow.producer.v1.NewAgenc
|
|
|
471
508
|
*/
|
|
472
509
|
email: string;
|
|
473
510
|
/**
|
|
474
|
-
* National Producer Number for the agency
|
|
475
|
-
*
|
|
476
|
-
*
|
|
511
|
+
* National Producer Number (NPN) for the agency.
|
|
512
|
+
* A unique NAIC identifier assigned to business entities during the
|
|
513
|
+
* licensing application process and stored in the NIPR Producer Database
|
|
514
|
+
* (PDB).
|
|
515
|
+
* Format: 1-10 digit numeric string.
|
|
516
|
+
* Example: "1234567890"
|
|
517
|
+
* Required for ENTITY_TYPE_AGENCY if FEIN is not provided.
|
|
518
|
+
* Not allowed for ENTITY_TYPE_SOLE_PROPRIETOR (sole proprietors use the
|
|
519
|
+
* principal's NPN).
|
|
520
|
+
* Validated against NIPR's database via free NIPR NPN Lookup API.
|
|
521
|
+
* Reference: https://nipr.com
|
|
477
522
|
*
|
|
478
523
|
* @generated from field: string npn = 3;
|
|
479
524
|
*/
|
|
@@ -595,6 +640,13 @@ export type NewAgencyRequest_Agency = Message<"producerflow.producer.v1.NewAgenc
|
|
|
595
640
|
tenantAdditionalQuestions: {
|
|
596
641
|
[key: string]: string;
|
|
597
642
|
};
|
|
643
|
+
/**
|
|
644
|
+
* IVANS account information for electronic carrier communication.
|
|
645
|
+
* This is optional and only used if the agency uses IVANS.
|
|
646
|
+
*
|
|
647
|
+
* @generated from field: producerflow.producer.v1.NewAgencyRequest.Agency.IvansAccount ivans_account = 23;
|
|
648
|
+
*/
|
|
649
|
+
ivansAccount?: NewAgencyRequest_Agency_IvansAccount;
|
|
598
650
|
};
|
|
599
651
|
/**
|
|
600
652
|
* Describes the message producerflow.producer.v1.NewAgencyRequest.Agency.
|
|
@@ -640,7 +692,13 @@ export type NewAgencyRequest_Agency_Principal = Message<"producerflow.producer.v
|
|
|
640
692
|
*/
|
|
641
693
|
phone?: string;
|
|
642
694
|
/**
|
|
643
|
-
*
|
|
695
|
+
* National Producer Number (NPN) of the principal.
|
|
696
|
+
* A unique NAIC identifier assigned to individuals during the licensing
|
|
697
|
+
* application process and stored in the NIPR Producer Database (PDB).
|
|
698
|
+
* Format: 1-10 digit numeric string.
|
|
699
|
+
* Example: "1234567890"
|
|
700
|
+
* Required. Validated against NIPR's database via free NIPR NPN Lookup API.
|
|
701
|
+
* Reference: https://nipr.com
|
|
644
702
|
*
|
|
645
703
|
* @generated from field: string npn = 5;
|
|
646
704
|
*/
|
|
@@ -915,6 +973,44 @@ export declare enum NewAgencyRequest_Agency_PointOfContact_CommunicationRole {
|
|
|
915
973
|
* Describes the enum producerflow.producer.v1.NewAgencyRequest.Agency.PointOfContact.CommunicationRole.
|
|
916
974
|
*/
|
|
917
975
|
export declare const NewAgencyRequest_Agency_PointOfContact_CommunicationRoleSchema: GenEnum<NewAgencyRequest_Agency_PointOfContact_CommunicationRole>;
|
|
976
|
+
/**
|
|
977
|
+
* IvansAccount contains IVANS (Insurance Value Added Network Services) account information.
|
|
978
|
+
* IVANS is used for electronic communication between insurance agencies and carriers.
|
|
979
|
+
*
|
|
980
|
+
* @generated from message producerflow.producer.v1.NewAgencyRequest.Agency.IvansAccount
|
|
981
|
+
*/
|
|
982
|
+
export type NewAgencyRequest_Agency_IvansAccount = Message<"producerflow.producer.v1.NewAgencyRequest.Agency.IvansAccount"> & {
|
|
983
|
+
/**
|
|
984
|
+
* Account number for the IVANS service.
|
|
985
|
+
*
|
|
986
|
+
* @generated from field: string account_number = 1;
|
|
987
|
+
*/
|
|
988
|
+
accountNumber: string;
|
|
989
|
+
/**
|
|
990
|
+
* Software used for IVANS communication (AMS - Agency Management System).
|
|
991
|
+
*
|
|
992
|
+
* @generated from field: string ams_software = 2;
|
|
993
|
+
*/
|
|
994
|
+
amsSoftware: string;
|
|
995
|
+
/**
|
|
996
|
+
* Version of the AMS software.
|
|
997
|
+
*
|
|
998
|
+
* @generated from field: string ams_version = 3;
|
|
999
|
+
*/
|
|
1000
|
+
amsVersion: string;
|
|
1001
|
+
/**
|
|
1002
|
+
* Mailbox number for the IVANS service.
|
|
1003
|
+
* Used for routing electronic messages.
|
|
1004
|
+
*
|
|
1005
|
+
* @generated from field: string mailbox_number = 4;
|
|
1006
|
+
*/
|
|
1007
|
+
mailboxNumber: string;
|
|
1008
|
+
};
|
|
1009
|
+
/**
|
|
1010
|
+
* Describes the message producerflow.producer.v1.NewAgencyRequest.Agency.IvansAccount.
|
|
1011
|
+
* Use `create(NewAgencyRequest_Agency_IvansAccountSchema)` to create a new message.
|
|
1012
|
+
*/
|
|
1013
|
+
export declare const NewAgencyRequest_Agency_IvansAccountSchema: GenMessage<NewAgencyRequest_Agency_IvansAccount>;
|
|
918
1014
|
/**
|
|
919
1015
|
* NewAgencyResponse contains the IDs of created resources after a successful agency creation
|
|
920
1016
|
*
|
|
@@ -1423,6 +1519,15 @@ export type UpdateProducerRequest_Producer = Message<"producerflow.producer.v1.U
|
|
|
1423
1519
|
externalMetadata: {
|
|
1424
1520
|
[key: string]: string;
|
|
1425
1521
|
};
|
|
1522
|
+
/**
|
|
1523
|
+
* The onboarding status of the producer.
|
|
1524
|
+
* If provided, updates the producer's onboarding status.
|
|
1525
|
+
* If not provided, the onboarding status remains unchanged.
|
|
1526
|
+
* When set, the onboarding_status_updated_at timestamp is automatically updated.
|
|
1527
|
+
*
|
|
1528
|
+
* @generated from field: optional producerflow.producer.v1.OnboardingStatus onboarding_status = 15;
|
|
1529
|
+
*/
|
|
1530
|
+
onboardingStatus?: OnboardingStatus;
|
|
1426
1531
|
};
|
|
1427
1532
|
/**
|
|
1428
1533
|
* Describes the message producerflow.producer.v1.UpdateProducerRequest.Producer.
|
|
@@ -1538,6 +1643,18 @@ export type UpdateAgencyRequest_Agency = Message<"producerflow.producer.v1.Updat
|
|
|
1538
1643
|
externalMetadata: {
|
|
1539
1644
|
[key: string]: string;
|
|
1540
1645
|
};
|
|
1646
|
+
/**
|
|
1647
|
+
* IVANS account information for electronic carrier communication.
|
|
1648
|
+
* This is optional and only used if the agency uses IVANS.
|
|
1649
|
+
*
|
|
1650
|
+
* Update behavior:
|
|
1651
|
+
* - If not provided (null): existing IVANS account is preserved unchanged
|
|
1652
|
+
* - If provided with all fields: IVANS account is created or completely replaced
|
|
1653
|
+
* - Partial updates are supported: only specified fields will be updated
|
|
1654
|
+
*
|
|
1655
|
+
* @generated from field: producerflow.producer.v1.UpdateAgencyRequest.Agency.IvansAccount ivans_account = 9;
|
|
1656
|
+
*/
|
|
1657
|
+
ivansAccount?: UpdateAgencyRequest_Agency_IvansAccount;
|
|
1541
1658
|
};
|
|
1542
1659
|
/**
|
|
1543
1660
|
* Describes the message producerflow.producer.v1.UpdateAgencyRequest.Agency.
|
|
@@ -1600,6 +1717,48 @@ export type UpdateAgencyRequest_Agency_Address = Message<"producerflow.producer.
|
|
|
1600
1717
|
* Use `create(UpdateAgencyRequest_Agency_AddressSchema)` to create a new message.
|
|
1601
1718
|
*/
|
|
1602
1719
|
export declare const UpdateAgencyRequest_Agency_AddressSchema: GenMessage<UpdateAgencyRequest_Agency_Address>;
|
|
1720
|
+
/**
|
|
1721
|
+
* IvansAccount contains IVANS (Insurance Value Added Network Services) account information.
|
|
1722
|
+
* IVANS is used for electronic communication between insurance agencies and carriers.
|
|
1723
|
+
*
|
|
1724
|
+
* @generated from message producerflow.producer.v1.UpdateAgencyRequest.Agency.IvansAccount
|
|
1725
|
+
*/
|
|
1726
|
+
export type UpdateAgencyRequest_Agency_IvansAccount = Message<"producerflow.producer.v1.UpdateAgencyRequest.Agency.IvansAccount"> & {
|
|
1727
|
+
/**
|
|
1728
|
+
* Account number for the IVANS service.
|
|
1729
|
+
* If provided, must be non-empty.
|
|
1730
|
+
*
|
|
1731
|
+
* @generated from field: optional string account_number = 1;
|
|
1732
|
+
*/
|
|
1733
|
+
accountNumber?: string;
|
|
1734
|
+
/**
|
|
1735
|
+
* Software used for IVANS communication (AMS - Agency Management System).
|
|
1736
|
+
* If provided, must be non-empty.
|
|
1737
|
+
*
|
|
1738
|
+
* @generated from field: optional string ams_software = 2;
|
|
1739
|
+
*/
|
|
1740
|
+
amsSoftware?: string;
|
|
1741
|
+
/**
|
|
1742
|
+
* Version of the AMS software.
|
|
1743
|
+
* If provided, must be non-empty.
|
|
1744
|
+
*
|
|
1745
|
+
* @generated from field: optional string ams_version = 3;
|
|
1746
|
+
*/
|
|
1747
|
+
amsVersion?: string;
|
|
1748
|
+
/**
|
|
1749
|
+
* Mailbox number for the IVANS service.
|
|
1750
|
+
* Used for routing electronic messages.
|
|
1751
|
+
* If provided, must be non-empty.
|
|
1752
|
+
*
|
|
1753
|
+
* @generated from field: optional string mailbox_number = 4;
|
|
1754
|
+
*/
|
|
1755
|
+
mailboxNumber?: string;
|
|
1756
|
+
};
|
|
1757
|
+
/**
|
|
1758
|
+
* Describes the message producerflow.producer.v1.UpdateAgencyRequest.Agency.IvansAccount.
|
|
1759
|
+
* Use `create(UpdateAgencyRequest_Agency_IvansAccountSchema)` to create a new message.
|
|
1760
|
+
*/
|
|
1761
|
+
export declare const UpdateAgencyRequest_Agency_IvansAccountSchema: GenMessage<UpdateAgencyRequest_Agency_IvansAccount>;
|
|
1603
1762
|
/**
|
|
1604
1763
|
* UpdateAgencyResponse is the empty response returned after successfully updating an agency.
|
|
1605
1764
|
*
|
|
@@ -1767,6 +1926,23 @@ export type Agency = Message<"producerflow.producer.v1.Agency"> & {
|
|
|
1767
1926
|
* @generated from field: bool is_sole_proprietor = 15;
|
|
1768
1927
|
*/
|
|
1769
1928
|
isSoleProprietor: boolean;
|
|
1929
|
+
/**
|
|
1930
|
+
* The relationship of this agency with its organization.
|
|
1931
|
+
*
|
|
1932
|
+
* Indicates whether the agency is the main agency or a related agency within
|
|
1933
|
+
* an organization.
|
|
1934
|
+
* - MAIN: The primary agency that owns or manages the organization
|
|
1935
|
+
* - RELATED: An agency that is part of the organization but not the primary owner
|
|
1936
|
+
* - UNSPECIFIED: Agency does not belong to any organization
|
|
1937
|
+
*
|
|
1938
|
+
* This field is always populated based on the agency's actual organization
|
|
1939
|
+
* membership, regardless of how the agency was queried. If the agency belongs
|
|
1940
|
+
* to an organization, this will be MAIN or RELATED. If the agency is standalone
|
|
1941
|
+
* (not part of any organization), this will be UNSPECIFIED.
|
|
1942
|
+
*
|
|
1943
|
+
* @generated from field: optional producerflow.producer.v1.AgencyOrganizationRelationship organization_relationship = 16;
|
|
1944
|
+
*/
|
|
1945
|
+
organizationRelationship?: AgencyOrganizationRelationship;
|
|
1770
1946
|
};
|
|
1771
1947
|
/**
|
|
1772
1948
|
* Describes the message producerflow.producer.v1.Agency.
|
|
@@ -1787,12 +1963,11 @@ export type Agency_AgencyInfo = Message<"producerflow.producer.v1.Agency.AgencyI
|
|
|
1787
1963
|
*/
|
|
1788
1964
|
onboardingId: string;
|
|
1789
1965
|
/**
|
|
1790
|
-
*
|
|
1791
|
-
*
|
|
1792
|
-
* We currently don't support multiple levels of organizations or agencies.
|
|
1793
|
-
* Agencies are not always part of an organization, so this field is optional.
|
|
1966
|
+
* Deprecated: Use the top-level `organization` field instead, which provides the full
|
|
1967
|
+
* organization object including id, name, external_id, and email.
|
|
1794
1968
|
*
|
|
1795
|
-
* @generated from field: string root_organization_id = 2;
|
|
1969
|
+
* @generated from field: string root_organization_id = 2 [deprecated = true];
|
|
1970
|
+
* @deprecated
|
|
1796
1971
|
*/
|
|
1797
1972
|
rootOrganizationId: string;
|
|
1798
1973
|
/**
|
|
@@ -1837,7 +2012,13 @@ export type Agency_AgencyInfo = Message<"producerflow.producer.v1.Agency.AgencyI
|
|
|
1837
2012
|
website: string;
|
|
1838
2013
|
/**
|
|
1839
2014
|
* National Producer Number (NPN) of the agency.
|
|
1840
|
-
*
|
|
2015
|
+
* A unique NAIC identifier assigned to business entities during the
|
|
2016
|
+
* licensing application process and stored in the NIPR Producer Database
|
|
2017
|
+
* (PDB).
|
|
2018
|
+
* Format: 1-10 digit numeric string.
|
|
2019
|
+
* Example: "1234567890"
|
|
2020
|
+
* Only present for standard agencies (not sole proprietors).
|
|
2021
|
+
* Reference: https://nipr.com
|
|
1841
2022
|
*
|
|
1842
2023
|
* @generated from field: string npn = 9;
|
|
1843
2024
|
*/
|
|
@@ -2100,9 +2281,13 @@ export type Agency_Principal = Message<"producerflow.producer.v1.Agency.Principa
|
|
|
2100
2281
|
*/
|
|
2101
2282
|
email: string;
|
|
2102
2283
|
/**
|
|
2103
|
-
*
|
|
2104
|
-
*
|
|
2105
|
-
*
|
|
2284
|
+
* National Producer Number (NPN) of the principal.
|
|
2285
|
+
* A unique NAIC identifier assigned to individuals during the licensing
|
|
2286
|
+
* application process and stored in the NIPR Producer Database (PDB).
|
|
2287
|
+
* Format: 1-10 digit numeric string.
|
|
2288
|
+
* Example: "1234567890"
|
|
2289
|
+
* Used to retrieve license information from the NIPR API.
|
|
2290
|
+
* Reference: https://nipr.com
|
|
2106
2291
|
*
|
|
2107
2292
|
* @generated from field: string npn = 5;
|
|
2108
2293
|
*/
|
|
@@ -2121,6 +2306,16 @@ export type Agency_Principal = Message<"producerflow.producer.v1.Agency.Principa
|
|
|
2121
2306
|
* @generated from field: producerflow.producer.v1.Agency.Address address = 8;
|
|
2122
2307
|
*/
|
|
2123
2308
|
address?: Agency_Address;
|
|
2309
|
+
/**
|
|
2310
|
+
* tenant_additional_questions contains tenant-specific custom questions configured by
|
|
2311
|
+
* Producerflow and their corresponding responses. Keys are question identifiers or text,
|
|
2312
|
+
* values are the answers provided.
|
|
2313
|
+
*
|
|
2314
|
+
* @generated from field: map<string, string> tenant_additional_questions = 10;
|
|
2315
|
+
*/
|
|
2316
|
+
tenantAdditionalQuestions: {
|
|
2317
|
+
[key: string]: string;
|
|
2318
|
+
};
|
|
2124
2319
|
};
|
|
2125
2320
|
/**
|
|
2126
2321
|
* Describes the message producerflow.producer.v1.Agency.Principal.
|
|
@@ -2244,14 +2439,24 @@ export type Agency_NIPR = Message<"producerflow.producer.v1.Agency.NIPR"> & {
|
|
|
2244
2439
|
*/
|
|
2245
2440
|
licenses: Agency_NIPR_License[];
|
|
2246
2441
|
/**
|
|
2247
|
-
* Regulatory information from NIPR
|
|
2442
|
+
* Regulatory information from NIPR.
|
|
2248
2443
|
*
|
|
2249
2444
|
* @generated from field: producerflow.producer.v1.Agency.NIPR.RegulatoryInfo regulatory_info = 4;
|
|
2250
2445
|
*/
|
|
2251
2446
|
regulatoryInfo?: Agency_NIPR_RegulatoryInfo;
|
|
2252
2447
|
/**
|
|
2253
|
-
* List of carrier appointments held in NIPR.
|
|
2254
|
-
*
|
|
2448
|
+
* List of carrier appointments held by the agency in NIPR.
|
|
2449
|
+
*
|
|
2450
|
+
* Each appointment represents authorization to sell a specific carrier's
|
|
2451
|
+
* products for a specific Line of Authority. An agency typically has
|
|
2452
|
+
* multiple appointments across different carriers and LOAs.
|
|
2453
|
+
*
|
|
2454
|
+
* Before allowing an agency to quote or sell a product:
|
|
2455
|
+
* 1. Verify they have an active appointment with that carrier
|
|
2456
|
+
* 2. Verify the appointment's LOA matches the product type
|
|
2457
|
+
* 3. Check the appointment renewal date hasn't passed
|
|
2458
|
+
*
|
|
2459
|
+
* This data is synchronized from NIPR and is read-only.
|
|
2255
2460
|
*
|
|
2256
2461
|
* @generated from field: repeated producerflow.producer.v1.Agency.NIPR.Appointment appointments = 5;
|
|
2257
2462
|
*/
|
|
@@ -2281,7 +2486,13 @@ export type Agency_NIPR_Biographic = Message<"producerflow.producer.v1.Agency.NI
|
|
|
2281
2486
|
*/
|
|
2282
2487
|
fein: string;
|
|
2283
2488
|
/**
|
|
2284
|
-
* National Producer Number.
|
|
2489
|
+
* National Producer Number (NPN) of the agency.
|
|
2490
|
+
* A unique NAIC identifier assigned to business entities during the
|
|
2491
|
+
* licensing application process and stored in the NIPR Producer Database
|
|
2492
|
+
* (PDB).
|
|
2493
|
+
* Format: 1-10 digit numeric string.
|
|
2494
|
+
* Example: "1234567890"
|
|
2495
|
+
* Reference: https://nipr.com
|
|
2285
2496
|
*
|
|
2286
2497
|
* @generated from field: string npn = 3;
|
|
2287
2498
|
*/
|
|
@@ -2299,7 +2510,7 @@ export type Agency_NIPR_Biographic = Message<"producerflow.producer.v1.Agency.NI
|
|
|
2299
2510
|
*/
|
|
2300
2511
|
businessPhone: string;
|
|
2301
2512
|
/**
|
|
2302
|
-
* The
|
|
2513
|
+
* The time when this biographic information was last fetched from NIPR.
|
|
2303
2514
|
*
|
|
2304
2515
|
* @generated from field: google.protobuf.Timestamp updated_at = 6;
|
|
2305
2516
|
*/
|
|
@@ -2360,13 +2571,13 @@ export type Agency_NIPR_Address = Message<"producerflow.producer.v1.Agency.NIPR.
|
|
|
2360
2571
|
*/
|
|
2361
2572
|
country: string;
|
|
2362
2573
|
/**
|
|
2363
|
-
*
|
|
2574
|
+
* The date NIPR last updated the address in their system.
|
|
2364
2575
|
*
|
|
2365
2576
|
* @generated from field: google.protobuf.Timestamp date_updated = 8;
|
|
2366
2577
|
*/
|
|
2367
2578
|
dateUpdated?: Timestamp;
|
|
2368
2579
|
/**
|
|
2369
|
-
* The
|
|
2580
|
+
* The time when this address information was last fetched from NIPR.
|
|
2370
2581
|
*
|
|
2371
2582
|
* @generated from field: google.protobuf.Timestamp updated_at = 9;
|
|
2372
2583
|
*/
|
|
@@ -2390,19 +2601,28 @@ export declare const Agency_NIPR_AddressSchema: GenMessage<Agency_NIPR_Address>;
|
|
|
2390
2601
|
*/
|
|
2391
2602
|
export type Agency_NIPR_License = Message<"producerflow.producer.v1.Agency.NIPR.License"> & {
|
|
2392
2603
|
/**
|
|
2393
|
-
* The license number assigned by the state
|
|
2604
|
+
* The license number assigned by the state Department of Insurance (DOI).
|
|
2605
|
+
* Format varies by state (e.g., numeric, alphanumeric, or with prefixes).
|
|
2606
|
+
* Examples: "0A12345" (CA), "BR-1234567" (TX), "100012345" (FL)
|
|
2607
|
+
* This is a state-specific identifier, not globally unique across states.
|
|
2608
|
+
* Reference: Each state's DOI maintains its own licensing database.
|
|
2394
2609
|
*
|
|
2395
2610
|
* @generated from field: string license_number = 1;
|
|
2396
2611
|
*/
|
|
2397
2612
|
licenseNumber: string;
|
|
2398
2613
|
/**
|
|
2399
|
-
* The state that issued the license.
|
|
2614
|
+
* The two-letter US state or territory code that issued the license.
|
|
2615
|
+
* Format: ISO 3166-2 subdivision code (e.g., "CA", "TX", "NY").
|
|
2400
2616
|
*
|
|
2401
2617
|
* @generated from field: string license_state = 2;
|
|
2402
2618
|
*/
|
|
2403
2619
|
licenseState: string;
|
|
2404
2620
|
/**
|
|
2405
2621
|
* Indicates whether this is a resident or non-resident license.
|
|
2622
|
+
* Values: "Resident" (license in the producer's home/domicile state) or
|
|
2623
|
+
* "Non-Resident" (license in a state other than the home state).
|
|
2624
|
+
* A producer typically has one resident license and may hold multiple
|
|
2625
|
+
* non-resident licenses in other states where they conduct business.
|
|
2406
2626
|
*
|
|
2407
2627
|
* @generated from field: string residency_status = 3;
|
|
2408
2628
|
*/
|
|
@@ -2427,13 +2647,24 @@ export type Agency_NIPR_License = Message<"producerflow.producer.v1.Agency.NIPR.
|
|
|
2427
2647
|
*/
|
|
2428
2648
|
expirationDate?: Timestamp;
|
|
2429
2649
|
/**
|
|
2430
|
-
* License class description.
|
|
2650
|
+
* License class description as defined by the state DOI.
|
|
2651
|
+
* Describes the broad category of insurance the license covers.
|
|
2652
|
+
* Common classes include:
|
|
2653
|
+
* - "Insurance Producer": General license to sell insurance
|
|
2654
|
+
* - "Limited Lines Producer": Restricted to specific product types
|
|
2655
|
+
* - "Surplus Lines Broker": Authorized for non-admitted carriers
|
|
2656
|
+
* - "Managing General Agent": Underwriting authority on behalf of insurers
|
|
2657
|
+
* - "Consultant": Licensed to provide insurance advice for a fee
|
|
2658
|
+
* Values vary by state as each DOI defines its own license classes.
|
|
2431
2659
|
*
|
|
2432
2660
|
* @generated from field: string license_class = 7;
|
|
2433
2661
|
*/
|
|
2434
2662
|
licenseClass: string;
|
|
2435
2663
|
/**
|
|
2436
|
-
*
|
|
2664
|
+
* Numeric code corresponding to the license class.
|
|
2665
|
+
* This is the NIPR-standardized numeric identifier for the license class
|
|
2666
|
+
* description in the license_class field.
|
|
2667
|
+
* Used for programmatic comparisons rather than string matching.
|
|
2437
2668
|
*
|
|
2438
2669
|
* @generated from field: int32 license_class_code = 8;
|
|
2439
2670
|
*/
|
|
@@ -2453,7 +2684,7 @@ export type Agency_NIPR_License = Message<"producerflow.producer.v1.Agency.NIPR.
|
|
|
2453
2684
|
*/
|
|
2454
2685
|
updateDate?: Timestamp;
|
|
2455
2686
|
/**
|
|
2456
|
-
* The
|
|
2687
|
+
* The time when this license information was last fetched from NIPR.
|
|
2457
2688
|
*
|
|
2458
2689
|
* @generated from field: google.protobuf.Timestamp updated_at = 11;
|
|
2459
2690
|
*/
|
|
@@ -2471,13 +2702,18 @@ export type Agency_NIPR_License = Message<"producerflow.producer.v1.Agency.NIPR.
|
|
|
2471
2702
|
*/
|
|
2472
2703
|
issuedOn?: Date;
|
|
2473
2704
|
/**
|
|
2474
|
-
* The date
|
|
2705
|
+
* The date NIPR last updated the license in their system.
|
|
2475
2706
|
*
|
|
2476
2707
|
* @generated from field: google.type.Date last_updated_on = 16;
|
|
2477
2708
|
*/
|
|
2478
2709
|
lastUpdatedOn?: Date;
|
|
2479
2710
|
/**
|
|
2480
|
-
* Lines of Authority associated with this license.
|
|
2711
|
+
* Lines of Authority (LOAs) associated with this license.
|
|
2712
|
+
*
|
|
2713
|
+
* These define what types of insurance the agency is authorized to
|
|
2714
|
+
* transact in this state. A single license typically has multiple LOAs.
|
|
2715
|
+
* Always check that the agency has an active LOA matching the product
|
|
2716
|
+
* type before allowing transactions.
|
|
2481
2717
|
*
|
|
2482
2718
|
* @generated from field: repeated producerflow.producer.v1.Agency.NIPR.License.LineOfAuthority lines_of_authority = 12;
|
|
2483
2719
|
*/
|
|
@@ -2495,21 +2731,51 @@ export type Agency_NIPR_License = Message<"producerflow.producer.v1.Agency.NIPR.
|
|
|
2495
2731
|
*/
|
|
2496
2732
|
export declare const Agency_NIPR_LicenseSchema: GenMessage<Agency_NIPR_License>;
|
|
2497
2733
|
/**
|
|
2498
|
-
* LineOfAuthority represents a specific type of insurance
|
|
2499
|
-
*
|
|
2734
|
+
* LineOfAuthority (LOA) represents a specific type of insurance that an
|
|
2735
|
+
* agency is authorized to transact under this license.
|
|
2736
|
+
*
|
|
2737
|
+
* Each license can have multiple LOAs. For example, a license might
|
|
2738
|
+
* include:
|
|
2739
|
+
* - LIFE
|
|
2740
|
+
* - HEALTH
|
|
2741
|
+
* - ACCIDENT AND HEALTH
|
|
2742
|
+
* - PROPERTY AND CASUALTY
|
|
2743
|
+
* - VARIABLE LIFE AND VARIABLE ANNUITY
|
|
2744
|
+
*
|
|
2745
|
+
* LOA Compliance:
|
|
2746
|
+
* Before allowing an agency to sell a product, verify they have an
|
|
2747
|
+
* active LOA that matches the product type. For example, an agency with
|
|
2748
|
+
* only a LIFE LOA cannot sell Property & Casualty insurance.
|
|
2749
|
+
*
|
|
2750
|
+
* LOA names are standardized by NIPR but may vary slightly between states.
|
|
2500
2751
|
*
|
|
2501
2752
|
* @generated from message producerflow.producer.v1.Agency.NIPR.License.LineOfAuthority
|
|
2502
2753
|
*/
|
|
2503
2754
|
export type Agency_NIPR_License_LineOfAuthority = Message<"producerflow.producer.v1.Agency.NIPR.License.LineOfAuthority"> & {
|
|
2504
2755
|
/**
|
|
2505
|
-
* The Line of Authority
|
|
2506
|
-
*
|
|
2756
|
+
* The Line of Authority name (e.g., "LIFE", "PROPERTY AND CASUALTY",
|
|
2757
|
+
* "HEALTH").
|
|
2758
|
+
*
|
|
2759
|
+
* Common LOA types:
|
|
2760
|
+
* - LIFE: Life insurance products
|
|
2761
|
+
* - HEALTH: Health insurance products
|
|
2762
|
+
* - ACCIDENT AND HEALTH: Combined accident and health coverage
|
|
2763
|
+
* - PROPERTY: Property insurance
|
|
2764
|
+
* - CASUALTY: Casualty insurance
|
|
2765
|
+
* - PROPERTY AND CASUALTY: Combined property and casualty
|
|
2766
|
+
* - VARIABLE LIFE AND VARIABLE ANNUITY: Variable products requiring
|
|
2767
|
+
* securities license
|
|
2768
|
+
* - PERSONAL LINES: Homeowners, auto, and personal umbrella policies
|
|
2769
|
+
* - COMMERCIAL LINES: Business insurance policies
|
|
2770
|
+
*
|
|
2771
|
+
* This is typically an uppercase string standardized by NIPR.
|
|
2507
2772
|
*
|
|
2508
2773
|
* @generated from field: string loa = 1;
|
|
2509
2774
|
*/
|
|
2510
2775
|
loa: string;
|
|
2511
2776
|
/**
|
|
2512
2777
|
* Whether this Line of Authority is currently active.
|
|
2778
|
+
* Inactive LOAs cannot be used to transact that type of insurance.
|
|
2513
2779
|
*
|
|
2514
2780
|
* @generated from field: bool active = 2;
|
|
2515
2781
|
*/
|
|
@@ -2522,7 +2788,9 @@ export type Agency_NIPR_License_LineOfAuthority = Message<"producerflow.producer
|
|
|
2522
2788
|
*/
|
|
2523
2789
|
issueDate?: Timestamp;
|
|
2524
2790
|
/**
|
|
2525
|
-
* The date when this Line of Authority was issued.
|
|
2791
|
+
* The date when this Line of Authority was first issued.
|
|
2792
|
+
* This helps track how long the agency has been authorized for this
|
|
2793
|
+
* insurance type.
|
|
2526
2794
|
*
|
|
2527
2795
|
* @generated from field: google.type.Date issued_on = 4;
|
|
2528
2796
|
*/
|
|
@@ -2570,8 +2838,13 @@ export declare enum Agency_NIPR_License_LicenseStatus {
|
|
|
2570
2838
|
*/
|
|
2571
2839
|
export declare const Agency_NIPR_License_LicenseStatusSchema: GenEnum<Agency_NIPR_License_LicenseStatus>;
|
|
2572
2840
|
/**
|
|
2573
|
-
* RegulatoryInfo contains regulatory information,
|
|
2574
|
-
*
|
|
2841
|
+
* RegulatoryInfo contains regulatory information from NIPR, including any
|
|
2842
|
+
* formal regulatory actions taken against the agency by state Departments
|
|
2843
|
+
* of Insurance (DOIs) or other regulatory authorities.
|
|
2844
|
+
*
|
|
2845
|
+
* Regulatory actions are significant events that may affect an agency's
|
|
2846
|
+
* ability to conduct business. They should be reviewed during due diligence
|
|
2847
|
+
* and compliance checks.
|
|
2575
2848
|
*
|
|
2576
2849
|
* @generated from message producerflow.producer.v1.Agency.NIPR.RegulatoryInfo
|
|
2577
2850
|
*/
|
|
@@ -2579,6 +2852,7 @@ export type Agency_NIPR_RegulatoryInfo = Message<"producerflow.producer.v1.Agenc
|
|
|
2579
2852
|
/**
|
|
2580
2853
|
* List of regulatory actions across different states.
|
|
2581
2854
|
* Each regulatory action includes the state code where it applies.
|
|
2855
|
+
* An empty list indicates no regulatory actions on record in NIPR.
|
|
2582
2856
|
*
|
|
2583
2857
|
* @generated from field: repeated producerflow.producer.v1.Agency.NIPR.RegulatoryInfo.RegulatoryAction regulatory_actions = 1;
|
|
2584
2858
|
*/
|
|
@@ -2590,25 +2864,42 @@ export type Agency_NIPR_RegulatoryInfo = Message<"producerflow.producer.v1.Agenc
|
|
|
2590
2864
|
*/
|
|
2591
2865
|
export declare const Agency_NIPR_RegulatoryInfoSchema: GenMessage<Agency_NIPR_RegulatoryInfo>;
|
|
2592
2866
|
/**
|
|
2593
|
-
* RegulatoryAction represents a regulatory action
|
|
2867
|
+
* RegulatoryAction represents a formal regulatory action taken against
|
|
2868
|
+
* an agency by a state Department of Insurance or other regulatory body.
|
|
2869
|
+
*
|
|
2870
|
+
* Common types of regulatory actions include:
|
|
2871
|
+
* - License revocation or suspension
|
|
2872
|
+
* - Cease and desist orders
|
|
2873
|
+
* - Consent agreements
|
|
2874
|
+
* - Fines and monetary penalties
|
|
2875
|
+
* - Probationary periods
|
|
2876
|
+
* - Administrative actions for non-compliance
|
|
2877
|
+
*
|
|
2878
|
+
* These records are sourced from NIPR's PDB (Producer Database) and
|
|
2879
|
+
* reflect official regulatory proceedings.
|
|
2594
2880
|
*
|
|
2595
2881
|
* @generated from message producerflow.producer.v1.Agency.NIPR.RegulatoryInfo.RegulatoryAction
|
|
2596
2882
|
*/
|
|
2597
2883
|
export type Agency_NIPR_RegulatoryInfo_RegulatoryAction = Message<"producerflow.producer.v1.Agency.NIPR.RegulatoryInfo.RegulatoryAction"> & {
|
|
2598
2884
|
/**
|
|
2599
|
-
* Unique identifier for the regulatory action.
|
|
2885
|
+
* Unique identifier for the regulatory action in NIPR's system.
|
|
2600
2886
|
*
|
|
2601
2887
|
* @generated from field: string action_id = 1;
|
|
2602
2888
|
*/
|
|
2603
2889
|
actionId: string;
|
|
2604
2890
|
/**
|
|
2605
|
-
* The state code
|
|
2891
|
+
* The two-letter state code of the regulatory authority that took
|
|
2892
|
+
* the action.
|
|
2893
|
+
* Format: US state code (e.g., "CA", "TX", "NY").
|
|
2606
2894
|
*
|
|
2607
2895
|
* @generated from field: string state_code = 2;
|
|
2608
2896
|
*/
|
|
2609
2897
|
stateCode: string;
|
|
2610
2898
|
/**
|
|
2611
|
-
* The reason
|
|
2899
|
+
* The reason or cause for the regulatory action.
|
|
2900
|
+
* Examples: "Misrepresentation", "Failure to Remit Premiums",
|
|
2901
|
+
* "Unfair Trade Practices", "Fraud", "Non-Compliance".
|
|
2902
|
+
* This is a free-text field as reasons are defined by each state DOI.
|
|
2612
2903
|
*
|
|
2613
2904
|
* @generated from field: string reason_for_action = 3;
|
|
2614
2905
|
*/
|
|
@@ -2620,37 +2911,46 @@ export type Agency_NIPR_RegulatoryInfo_RegulatoryAction = Message<"producerflow.
|
|
|
2620
2911
|
*/
|
|
2621
2912
|
disposition: string;
|
|
2622
2913
|
/**
|
|
2623
|
-
* The date when the regulatory action was
|
|
2914
|
+
* The date when the regulatory action was formally initiated or filed.
|
|
2624
2915
|
*
|
|
2625
2916
|
* @generated from field: google.protobuf.Timestamp date_of_action = 5;
|
|
2626
2917
|
*/
|
|
2627
2918
|
dateOfAction?: Timestamp;
|
|
2628
2919
|
/**
|
|
2629
|
-
* The date when the regulatory action
|
|
2920
|
+
* The date when the regulatory action took effect.
|
|
2921
|
+
* This may differ from date_of_action if there was a delayed
|
|
2922
|
+
* effective date or appeal period.
|
|
2630
2923
|
*
|
|
2631
2924
|
* @generated from field: google.protobuf.Timestamp effective_date = 6;
|
|
2632
2925
|
*/
|
|
2633
2926
|
effectiveDate?: Timestamp;
|
|
2634
2927
|
/**
|
|
2635
|
-
* The date when the
|
|
2928
|
+
* The date when the agency entered into or acknowledged the
|
|
2929
|
+
* regulatory action (e.g., signed a consent agreement).
|
|
2636
2930
|
*
|
|
2637
2931
|
* @generated from field: google.protobuf.Timestamp enter_date = 7;
|
|
2638
2932
|
*/
|
|
2639
2933
|
enterDate?: Timestamp;
|
|
2640
2934
|
/**
|
|
2641
|
-
* Reference number for the regulatory action file
|
|
2935
|
+
* Reference number for the regulatory action file maintained by the
|
|
2936
|
+
* state DOI. Can be used to look up additional details from the
|
|
2937
|
+
* state's records.
|
|
2642
2938
|
*
|
|
2643
2939
|
* @generated from field: string file_ref = 8;
|
|
2644
2940
|
*/
|
|
2645
2941
|
fileRef: string;
|
|
2646
2942
|
/**
|
|
2647
|
-
* Any financial penalties
|
|
2943
|
+
* Any financial penalties, fines, or forfeitures associated with
|
|
2944
|
+
* the regulatory action.
|
|
2945
|
+
* Format: Free-text, typically a dollar amount (e.g., "$5,000.00").
|
|
2648
2946
|
*
|
|
2649
2947
|
* @generated from field: string penalty_fine_forfeiture = 9;
|
|
2650
2948
|
*/
|
|
2651
2949
|
penaltyFineForfeiture: string;
|
|
2652
2950
|
/**
|
|
2653
2951
|
* Duration of any orders associated with the regulatory action.
|
|
2952
|
+
* Format: Free-text describing the time period (e.g., "12 months",
|
|
2953
|
+
* "Indefinite", "Until compliance").
|
|
2654
2954
|
*
|
|
2655
2955
|
* @generated from field: string length_of_order = 10;
|
|
2656
2956
|
*/
|
|
@@ -2662,48 +2962,92 @@ export type Agency_NIPR_RegulatoryInfo_RegulatoryAction = Message<"producerflow.
|
|
|
2662
2962
|
*/
|
|
2663
2963
|
export declare const Agency_NIPR_RegulatoryInfo_RegulatoryActionSchema: GenMessage<Agency_NIPR_RegulatoryInfo_RegulatoryAction>;
|
|
2664
2964
|
/**
|
|
2665
|
-
* Appointment represents a relationship
|
|
2965
|
+
* Appointment represents a formal relationship between an agency and an
|
|
2966
|
+
* insurance carrier, granting the agency authority to sell that carrier's
|
|
2967
|
+
* products. This data is sourced from NIPR's PDB (Producer Database).
|
|
2968
|
+
*
|
|
2969
|
+
* Appointment Lifecycle (status field values):
|
|
2970
|
+
* 1. APPOINTED: Agency is authorized to sell this carrier's products for
|
|
2971
|
+
* the specified Line of Authority
|
|
2972
|
+
* 2. TERMINATED: Appointment has ended (see termination_reason for details)
|
|
2973
|
+
*
|
|
2974
|
+
* Use Cases:
|
|
2975
|
+
* - Verify agency is appointed before allowing them to sell a carrier's
|
|
2976
|
+
* products
|
|
2977
|
+
* - Track which carriers an agency represents
|
|
2978
|
+
* - Monitor appointment renewal dates for compliance
|
|
2666
2979
|
*
|
|
2667
2980
|
* @generated from message producerflow.producer.v1.Agency.NIPR.Appointment
|
|
2668
2981
|
*/
|
|
2669
2982
|
export type Agency_NIPR_Appointment = Message<"producerflow.producer.v1.Agency.NIPR.Appointment"> & {
|
|
2670
2983
|
/**
|
|
2984
|
+
* Branch identifier for multi-branch agencies.
|
|
2985
|
+
* Links the appointment to a specific agency branch, if applicable.
|
|
2986
|
+
*
|
|
2671
2987
|
* @generated from field: string branch_id = 1;
|
|
2672
2988
|
*/
|
|
2673
2989
|
branchId: string;
|
|
2674
2990
|
/**
|
|
2675
2991
|
* Name of the insurance company for this appointment.
|
|
2992
|
+
* Examples: "State Farm", "Allstate", "Blue Cross Blue Shield"
|
|
2676
2993
|
*
|
|
2677
2994
|
* @generated from field: string company_name = 2;
|
|
2678
2995
|
*/
|
|
2679
2996
|
companyName: string;
|
|
2680
2997
|
/**
|
|
2681
|
-
* Federal Employer Identification Number of the carrier.
|
|
2998
|
+
* Federal Employer Identification Number (FEIN) of the carrier.
|
|
2999
|
+
* Format: 9-digit number assigned by the IRS.
|
|
3000
|
+
* This uniquely identifies the carrier company for tax purposes.
|
|
2682
3001
|
*
|
|
2683
3002
|
* @generated from field: string fein = 3;
|
|
2684
3003
|
*/
|
|
2685
3004
|
fein: string;
|
|
2686
3005
|
/**
|
|
2687
|
-
* Company
|
|
3006
|
+
* NAIC Company Code (CoCode) for the insurance carrier.
|
|
3007
|
+
* A unique identifier assigned by the National Association of Insurance
|
|
3008
|
+
* Commissioners (NAIC) for regulatory reporting.
|
|
3009
|
+
* Format: Typically a 5-digit numeric string.
|
|
3010
|
+
* Reference: https://naic.org
|
|
2688
3011
|
*
|
|
2689
3012
|
* @generated from field: string co_code = 4;
|
|
2690
3013
|
*/
|
|
2691
3014
|
coCode: string;
|
|
2692
3015
|
/**
|
|
2693
|
-
* Line of
|
|
2694
|
-
* Indicates what
|
|
3016
|
+
* Line of Authority (LOA) for this appointment.
|
|
3017
|
+
* Indicates what type of insurance the agency can sell for this carrier.
|
|
3018
|
+
* A single carrier may have separate appointments for different LOAs.
|
|
3019
|
+
*
|
|
3020
|
+
* Common LOA values:
|
|
3021
|
+
* - "LIFE": Life insurance products
|
|
3022
|
+
* - "HEALTH": Health insurance products
|
|
3023
|
+
* - "PROPERTY": Property insurance
|
|
3024
|
+
* - "CASUALTY": Casualty insurance
|
|
3025
|
+
* - "PROPERTY AND CASUALTY": Combined P&C
|
|
3026
|
+
* - "VARIABLE LIFE AND VARIABLE ANNUITY": Variable products
|
|
3027
|
+
*
|
|
3028
|
+
* LOA names are standardized by NIPR but may vary slightly between states.
|
|
2695
3029
|
*
|
|
2696
3030
|
* @generated from field: string line_of_authority = 5;
|
|
2697
3031
|
*/
|
|
2698
3032
|
lineOfAuthority: string;
|
|
2699
3033
|
/**
|
|
2700
|
-
*
|
|
3034
|
+
* Standardized code for the Line of Authority.
|
|
3035
|
+
* Used for programmatic matching rather than string comparison on the
|
|
3036
|
+
* line_of_authority description field.
|
|
2701
3037
|
*
|
|
2702
3038
|
* @generated from field: string loa_code = 6;
|
|
2703
3039
|
*/
|
|
2704
3040
|
loaCode: string;
|
|
2705
3041
|
/**
|
|
2706
|
-
* Current status of the appointment
|
|
3042
|
+
* Current status of the appointment as reported by NIPR.
|
|
3043
|
+
*
|
|
3044
|
+
* Values:
|
|
3045
|
+
* - "APPOINTED": Appointment is active; the agency can sell this
|
|
3046
|
+
* carrier's products for the specified Line of Authority
|
|
3047
|
+
* - "TERMINATED": Appointment has ended (see termination_reason for
|
|
3048
|
+
* details)
|
|
3049
|
+
*
|
|
3050
|
+
* Always check status is "APPOINTED" before allowing sales.
|
|
2707
3051
|
*
|
|
2708
3052
|
* @generated from field: string status = 7;
|
|
2709
3053
|
*/
|
|
@@ -2711,23 +3055,40 @@ export type Agency_NIPR_Appointment = Message<"producerflow.producer.v1.Agency.N
|
|
|
2711
3055
|
/**
|
|
2712
3056
|
* Reason for termination if the appointment has been terminated.
|
|
2713
3057
|
*
|
|
3058
|
+
* Common termination reasons include:
|
|
3059
|
+
* - Voluntary termination by the agency
|
|
3060
|
+
* - Carrier-initiated termination
|
|
3061
|
+
* - Inadequate production
|
|
3062
|
+
* - Company merger or liquidation
|
|
3063
|
+
* - Regulatory or compliance issues
|
|
3064
|
+
*
|
|
3065
|
+
* This field is empty if the appointment is still active.
|
|
3066
|
+
* Reference: https://pdb.nipr.com/Gateway/ValidTerms
|
|
3067
|
+
*
|
|
2714
3068
|
* @generated from field: string termination_reason = 8;
|
|
2715
3069
|
*/
|
|
2716
3070
|
terminationReason: string;
|
|
2717
3071
|
/**
|
|
2718
|
-
* Date
|
|
3072
|
+
* Date when the status or termination reason became effective.
|
|
3073
|
+
* For terminated appointments, this is when the termination occurred.
|
|
3074
|
+
* For active appointments, this may indicate when the current status
|
|
3075
|
+
* was last confirmed.
|
|
2719
3076
|
*
|
|
2720
3077
|
* @generated from field: google.protobuf.Timestamp status_reason_date = 9;
|
|
2721
3078
|
*/
|
|
2722
3079
|
statusReasonDate?: Timestamp;
|
|
2723
3080
|
/**
|
|
2724
3081
|
* Date when the appointment will renew.
|
|
3082
|
+
* Appointments typically renew annually. Monitor this date for upcoming
|
|
3083
|
+
* renewals to ensure continuous authorization.
|
|
2725
3084
|
*
|
|
2726
3085
|
* @generated from field: google.protobuf.Timestamp appointment_renewal_date = 10;
|
|
2727
3086
|
*/
|
|
2728
3087
|
appointmentRenewalDate?: Timestamp;
|
|
2729
3088
|
/**
|
|
2730
|
-
* Additional affiliations or roles with the
|
|
3089
|
+
* Additional affiliations or roles the agency has with the carrier.
|
|
3090
|
+
* This may include special designations, sub-agency relationships,
|
|
3091
|
+
* or other relationship details.
|
|
2731
3092
|
*
|
|
2732
3093
|
* @generated from field: string agency_affiliations = 11;
|
|
2733
3094
|
*/
|
|
@@ -2799,9 +3160,13 @@ export type Producer = Message<"producerflow.producer.v1.Producer"> & {
|
|
|
2799
3160
|
*/
|
|
2800
3161
|
email: string;
|
|
2801
3162
|
/**
|
|
2802
|
-
*
|
|
2803
|
-
*
|
|
2804
|
-
*
|
|
3163
|
+
* National Producer Number (NPN) of the producer.
|
|
3164
|
+
* A unique NAIC identifier assigned to individuals during the licensing
|
|
3165
|
+
* application process and stored in the NIPR Producer Database (PDB).
|
|
3166
|
+
* Format: 1-10 digit numeric string.
|
|
3167
|
+
* Example: "1234567890"
|
|
3168
|
+
* Used to retrieve license, appointment, and regulatory data from NIPR.
|
|
3169
|
+
* Reference: https://nipr.com
|
|
2805
3170
|
*
|
|
2806
3171
|
* @generated from field: string npn = 4;
|
|
2807
3172
|
*/
|
|
@@ -3038,14 +3403,18 @@ export declare const Producer_NIPRSchema: GenMessage<Producer_NIPR>;
|
|
|
3038
3403
|
*/
|
|
3039
3404
|
export type Producer_NIPR_License = Message<"producerflow.producer.v1.Producer.NIPR.License"> & {
|
|
3040
3405
|
/**
|
|
3041
|
-
* The license number assigned by the state
|
|
3406
|
+
* The license number assigned by the state Department of Insurance (DOI).
|
|
3407
|
+
* Format varies by state (e.g., numeric, alphanumeric, or with prefixes).
|
|
3408
|
+
* Examples: "0A12345" (CA), "BR-1234567" (TX), "100012345" (FL)
|
|
3409
|
+
* This is a state-specific identifier, not globally unique across states.
|
|
3410
|
+
* Reference: Each state's DOI maintains its own licensing database.
|
|
3042
3411
|
*
|
|
3043
3412
|
* @generated from field: string license_number = 1;
|
|
3044
3413
|
*/
|
|
3045
3414
|
licenseNumber: string;
|
|
3046
3415
|
/**
|
|
3047
|
-
* The state that issued the license.
|
|
3048
|
-
*
|
|
3416
|
+
* The two-letter US state or territory code that issued the license.
|
|
3417
|
+
* Format: ISO 3166-2 subdivision code (e.g., "CA", "TX", "NY").
|
|
3049
3418
|
*
|
|
3050
3419
|
* @generated from field: string license_state = 2;
|
|
3051
3420
|
*/
|
|
@@ -3083,7 +3452,7 @@ export type Producer_NIPR_License = Message<"producerflow.producer.v1.Producer.N
|
|
|
3083
3452
|
*/
|
|
3084
3453
|
expiresOn?: Date;
|
|
3085
3454
|
/**
|
|
3086
|
-
* The
|
|
3455
|
+
* The time when this license information was last fetched from NIPR.
|
|
3087
3456
|
*
|
|
3088
3457
|
* @generated from field: google.protobuf.Timestamp updated_at = 7;
|
|
3089
3458
|
*/
|
|
@@ -3281,15 +3650,24 @@ export type Producer_NIPR_Biographic = Message<"producerflow.producer.v1.Produce
|
|
|
3281
3650
|
*/
|
|
3282
3651
|
export declare const Producer_NIPR_BiographicSchema: GenMessage<Producer_NIPR_Biographic>;
|
|
3283
3652
|
/**
|
|
3284
|
-
* ProducerRegulatoryInfo contains regulatory information about a producer
|
|
3285
|
-
* including any regulatory actions taken against them
|
|
3653
|
+
* ProducerRegulatoryInfo contains regulatory information about a producer
|
|
3654
|
+
* from NIPR, including any formal regulatory actions taken against them by
|
|
3655
|
+
* state Departments of Insurance (DOIs) or other regulatory authorities
|
|
3656
|
+
* (e.g., FINRA for securities-related licenses).
|
|
3657
|
+
*
|
|
3658
|
+
* Regulatory actions are significant events that may affect a producer's
|
|
3659
|
+
* ability to sell insurance. They should be reviewed during hiring,
|
|
3660
|
+
* contracting, and ongoing compliance monitoring.
|
|
3286
3661
|
*
|
|
3287
3662
|
* @generated from message producerflow.producer.v1.Producer.NIPR.ProducerRegulatoryInfo
|
|
3288
3663
|
*/
|
|
3289
3664
|
export type Producer_NIPR_ProducerRegulatoryInfo = Message<"producerflow.producer.v1.Producer.NIPR.ProducerRegulatoryInfo"> & {
|
|
3290
3665
|
/**
|
|
3291
|
-
* Map of regulatory actions by state.
|
|
3292
|
-
* The key is the state code, and the value is the
|
|
3666
|
+
* Map of regulatory actions keyed by two-letter state code.
|
|
3667
|
+
* The key is the state code (e.g., "CA", "TX"), and the value is the
|
|
3668
|
+
* regulatory action for that state. A producer may have regulatory
|
|
3669
|
+
* actions in multiple states.
|
|
3670
|
+
* An empty map indicates no regulatory actions on record in NIPR.
|
|
3293
3671
|
*
|
|
3294
3672
|
* @generated from field: map<string, producerflow.producer.v1.Producer.NIPR.ProducerRegulatoryInfo.RegulatoryAction> regulatory_actions_by_state = 1;
|
|
3295
3673
|
*/
|
|
@@ -3298,12 +3676,19 @@ export type Producer_NIPR_ProducerRegulatoryInfo = Message<"producerflow.produce
|
|
|
3298
3676
|
};
|
|
3299
3677
|
/**
|
|
3300
3678
|
* Clearance certification information for the producer.
|
|
3679
|
+
* Indicates whether the producer has obtained clearance from NIPR's
|
|
3680
|
+
* Clearance Certification process, which verifies the producer has no
|
|
3681
|
+
* outstanding regulatory issues across all states.
|
|
3301
3682
|
*
|
|
3302
3683
|
* @generated from field: string clearance_certification_info = 2;
|
|
3303
3684
|
*/
|
|
3304
3685
|
clearanceCertificationInfo: string;
|
|
3305
3686
|
/**
|
|
3306
3687
|
* Details about NASD/FINRA examinations taken by the producer.
|
|
3688
|
+
* This includes securities-related examinations (e.g., Series 6,
|
|
3689
|
+
* Series 7, Series 63, Series 66) that may be required for selling
|
|
3690
|
+
* variable insurance products.
|
|
3691
|
+
* Reference: https://www.finra.org
|
|
3307
3692
|
*
|
|
3308
3693
|
* @generated from field: string nasd_exam_details = 3;
|
|
3309
3694
|
*/
|
|
@@ -3315,68 +3700,104 @@ export type Producer_NIPR_ProducerRegulatoryInfo = Message<"producerflow.produce
|
|
|
3315
3700
|
*/
|
|
3316
3701
|
export declare const Producer_NIPR_ProducerRegulatoryInfoSchema: GenMessage<Producer_NIPR_ProducerRegulatoryInfo>;
|
|
3317
3702
|
/**
|
|
3318
|
-
* RegulatoryAction represents a regulatory action taken against
|
|
3703
|
+
* RegulatoryAction represents a formal regulatory action taken against
|
|
3704
|
+
* a producer by a state Department of Insurance, FINRA, or other
|
|
3705
|
+
* regulatory body.
|
|
3706
|
+
*
|
|
3707
|
+
* Common types of regulatory actions include:
|
|
3708
|
+
* - License revocation or suspension
|
|
3709
|
+
* - Cease and desist orders
|
|
3710
|
+
* - Consent agreements
|
|
3711
|
+
* - Fines and monetary penalties
|
|
3712
|
+
* - Probationary periods
|
|
3713
|
+
* - Administrative actions for non-compliance
|
|
3714
|
+
*
|
|
3715
|
+
* These records are sourced from NIPR's PDB (Producer Database) and
|
|
3716
|
+
* reflect official regulatory proceedings.
|
|
3319
3717
|
*
|
|
3320
3718
|
* @generated from message producerflow.producer.v1.Producer.NIPR.ProducerRegulatoryInfo.RegulatoryAction
|
|
3321
3719
|
*/
|
|
3322
3720
|
export type Producer_NIPR_ProducerRegulatoryInfo_RegulatoryAction = Message<"producerflow.producer.v1.Producer.NIPR.ProducerRegulatoryInfo.RegulatoryAction"> & {
|
|
3323
3721
|
/**
|
|
3324
|
-
* Unique identifier for the regulatory action.
|
|
3722
|
+
* Unique identifier for the regulatory action in NIPR's system.
|
|
3325
3723
|
*
|
|
3326
3724
|
* @generated from field: string action_id = 1;
|
|
3327
3725
|
*/
|
|
3328
3726
|
actionId: string;
|
|
3329
3727
|
/**
|
|
3330
3728
|
* The regulatory body that originated the action.
|
|
3331
|
-
*
|
|
3729
|
+
* Examples: "California Department of Insurance", "FINRA",
|
|
3730
|
+
* "Texas Department of Insurance".
|
|
3731
|
+
* This identifies which authority initiated the regulatory proceeding.
|
|
3332
3732
|
*
|
|
3333
3733
|
* @generated from field: string origin_of_action = 2;
|
|
3334
3734
|
*/
|
|
3335
3735
|
originOfAction: string;
|
|
3336
3736
|
/**
|
|
3337
|
-
* The reason
|
|
3737
|
+
* The reason or cause for the regulatory action.
|
|
3738
|
+
* Examples: "Misrepresentation", "Failure to Remit Premiums",
|
|
3739
|
+
* "Unfair Trade Practices", "Fraud", "Non-Compliance".
|
|
3740
|
+
* This is a free-text field as reasons are defined by each regulatory
|
|
3741
|
+
* authority.
|
|
3338
3742
|
*
|
|
3339
3743
|
* @generated from field: string reason_for_action = 3;
|
|
3340
3744
|
*/
|
|
3341
3745
|
reasonForAction: string;
|
|
3342
3746
|
/**
|
|
3343
3747
|
* The outcome or resolution of the regulatory action.
|
|
3748
|
+
* Common dispositions include:
|
|
3749
|
+
* - "Revoked": License permanently removed
|
|
3750
|
+
* - "Suspended": License temporarily inactive
|
|
3751
|
+
* - "Consent Agreement": Negotiated settlement
|
|
3752
|
+
* - "Probation": Conditional continued operation
|
|
3753
|
+
* - "Fine/Penalty": Monetary penalty imposed
|
|
3754
|
+
* - "Dismissed": Action was dropped or resolved favorably
|
|
3755
|
+
* - "Pending": Action is still being adjudicated
|
|
3344
3756
|
*
|
|
3345
3757
|
* @generated from field: string disposition = 4;
|
|
3346
3758
|
*/
|
|
3347
3759
|
disposition: string;
|
|
3348
3760
|
/**
|
|
3349
|
-
* The date when the regulatory action was
|
|
3761
|
+
* The date when the regulatory action was formally initiated or filed.
|
|
3350
3762
|
*
|
|
3351
3763
|
* @generated from field: google.protobuf.Timestamp date_of_action = 5;
|
|
3352
3764
|
*/
|
|
3353
3765
|
dateOfAction?: Timestamp;
|
|
3354
3766
|
/**
|
|
3355
|
-
* The date when the regulatory action
|
|
3767
|
+
* The date when the regulatory action took effect.
|
|
3768
|
+
* This may differ from date_of_action if there was a delayed
|
|
3769
|
+
* effective date or appeal period.
|
|
3356
3770
|
*
|
|
3357
3771
|
* @generated from field: google.protobuf.Timestamp effective_date = 6;
|
|
3358
3772
|
*/
|
|
3359
3773
|
effectiveDate?: Timestamp;
|
|
3360
3774
|
/**
|
|
3361
|
-
* The date when the producer entered into
|
|
3775
|
+
* The date when the producer entered into or acknowledged the
|
|
3776
|
+
* regulatory action (e.g., signed a consent agreement).
|
|
3362
3777
|
*
|
|
3363
3778
|
* @generated from field: google.protobuf.Timestamp enter_date = 7;
|
|
3364
3779
|
*/
|
|
3365
3780
|
enterDate?: Timestamp;
|
|
3366
3781
|
/**
|
|
3367
|
-
* Reference number for the regulatory action file
|
|
3782
|
+
* Reference number for the regulatory action file maintained by the
|
|
3783
|
+
* regulatory authority. Can be used to look up additional details
|
|
3784
|
+
* from the authority's records.
|
|
3368
3785
|
*
|
|
3369
3786
|
* @generated from field: string file_ref = 8;
|
|
3370
3787
|
*/
|
|
3371
3788
|
fileRef: string;
|
|
3372
3789
|
/**
|
|
3373
|
-
* Any financial penalties
|
|
3790
|
+
* Any financial penalties, fines, or forfeitures associated with
|
|
3791
|
+
* the regulatory action.
|
|
3792
|
+
* Format: Free-text, typically a dollar amount (e.g., "$5,000.00").
|
|
3374
3793
|
*
|
|
3375
3794
|
* @generated from field: string penalty_fine_forfeiture = 9;
|
|
3376
3795
|
*/
|
|
3377
3796
|
penaltyFineForfeiture: string;
|
|
3378
3797
|
/**
|
|
3379
3798
|
* Duration of any orders associated with the regulatory action.
|
|
3799
|
+
* Format: Free-text describing the time period (e.g., "12 months",
|
|
3800
|
+
* "Indefinite", "Until compliance").
|
|
3380
3801
|
*
|
|
3381
3802
|
* @generated from field: string length_of_order = 10;
|
|
3382
3803
|
*/
|
|
@@ -3398,10 +3819,10 @@ export declare const Producer_NIPR_ProducerRegulatoryInfo_RegulatoryActionSchema
|
|
|
3398
3819
|
* producer must also be appointed by each carrier whose products they want
|
|
3399
3820
|
* to sell.
|
|
3400
3821
|
*
|
|
3401
|
-
* Appointment Lifecycle:
|
|
3402
|
-
* 1.
|
|
3403
|
-
* 2.
|
|
3404
|
-
* terminated, etc.)
|
|
3822
|
+
* Appointment Lifecycle (status field values):
|
|
3823
|
+
* 1. APPOINTED: Producer can sell this carrier's products
|
|
3824
|
+
* 2. TERMINATED: Appointment has ended (various reasons: producer left,
|
|
3825
|
+
* carrier terminated, etc.)
|
|
3405
3826
|
*
|
|
3406
3827
|
* Use Cases:
|
|
3407
3828
|
* - Verify producer is appointed before allowing them to quote/sell a
|
|
@@ -3462,14 +3883,15 @@ export type Producer_NIPR_Appointment = Message<"producerflow.producer.v1.Produc
|
|
|
3462
3883
|
*/
|
|
3463
3884
|
loaCode: string;
|
|
3464
3885
|
/**
|
|
3465
|
-
* Current status of the appointment.
|
|
3886
|
+
* Current status of the appointment as reported by NIPR.
|
|
3466
3887
|
*
|
|
3467
|
-
*
|
|
3468
|
-
* - "
|
|
3469
|
-
*
|
|
3470
|
-
* - "
|
|
3888
|
+
* Values:
|
|
3889
|
+
* - "APPOINTED": Appointment is active; the producer can sell this
|
|
3890
|
+
* carrier's products for the specified Line of Authority
|
|
3891
|
+
* - "TERMINATED": Appointment has ended (see termination_reason for
|
|
3892
|
+
* details)
|
|
3471
3893
|
*
|
|
3472
|
-
* Always check status is "
|
|
3894
|
+
* Always check status is "APPOINTED" before allowing sales.
|
|
3473
3895
|
*
|
|
3474
3896
|
* @generated from field: string status = 7;
|
|
3475
3897
|
*/
|
|
@@ -3623,12 +4045,16 @@ export type NewProducer = Message<"producerflow.producer.v1.NewProducer"> & {
|
|
|
3623
4045
|
email: string;
|
|
3624
4046
|
/**
|
|
3625
4047
|
* National Producer Number (NPN) of the producer.
|
|
3626
|
-
*
|
|
3627
|
-
*
|
|
4048
|
+
* A unique NAIC identifier assigned to individuals during the licensing
|
|
4049
|
+
* application process and stored in the NIPR Producer Database (PDB).
|
|
4050
|
+
* Format: 1-10 digit numeric string.
|
|
4051
|
+
* Example: "1234567890"
|
|
4052
|
+
* Optional but strongly recommended for licensed producers. Enables:
|
|
3628
4053
|
* - NIPR data synchronization (licenses, appointments, regulatory actions)
|
|
3629
4054
|
* - Carrier appointment verification
|
|
3630
4055
|
* - Compliance tracking across states
|
|
3631
4056
|
* If provided, must be valid in NIPR's database or creation will fail.
|
|
4057
|
+
* Reference: https://nipr.com
|
|
3632
4058
|
*
|
|
3633
4059
|
* @generated from field: string npn = 4;
|
|
3634
4060
|
*/
|
|
@@ -4025,7 +4451,13 @@ export type NewContact = Message<"producerflow.producer.v1.NewContact"> & {
|
|
|
4025
4451
|
*/
|
|
4026
4452
|
tenantId: string;
|
|
4027
4453
|
/**
|
|
4028
|
-
* National Producer Number (NPN) of the contact.
|
|
4454
|
+
* National Producer Number (NPN) of the contact, if applicable.
|
|
4455
|
+
* A unique NAIC identifier assigned during the licensing application process
|
|
4456
|
+
* and stored in the NIPR Producer Database (PDB).
|
|
4457
|
+
* Format: 1-10 digit numeric string.
|
|
4458
|
+
* Example: "1234567890"
|
|
4459
|
+
* Only applicable for contacts who are licensed insurance professionals.
|
|
4460
|
+
* Reference: https://nipr.com
|
|
4029
4461
|
*
|
|
4030
4462
|
* @generated from field: optional string npn = 9;
|
|
4031
4463
|
*/
|
|
@@ -4186,6 +4618,12 @@ export type Contact = Message<"producerflow.producer.v1.Contact"> & {
|
|
|
4186
4618
|
address?: Address;
|
|
4187
4619
|
/**
|
|
4188
4620
|
* National Producer Number (NPN) of the contact, if applicable.
|
|
4621
|
+
* A unique NAIC identifier assigned during the licensing application process
|
|
4622
|
+
* and stored in the NIPR Producer Database (PDB).
|
|
4623
|
+
* Format: 1-10 digit numeric string.
|
|
4624
|
+
* Example: "1234567890"
|
|
4625
|
+
* Only present for contacts who are licensed insurance professionals.
|
|
4626
|
+
* Reference: https://nipr.com
|
|
4189
4627
|
*
|
|
4190
4628
|
* @generated from field: string npn = 9;
|
|
4191
4629
|
*/
|
|
@@ -4452,21 +4890,27 @@ export type SetExternalIDResponse = Message<"producerflow.producer.v1.SetExterna
|
|
|
4452
4890
|
*/
|
|
4453
4891
|
export declare const SetExternalIDResponseSchema: GenMessage<SetExternalIDResponse>;
|
|
4454
4892
|
/**
|
|
4455
|
-
* ValidateProducerNPNRequest is used to validate a producer's National Producer
|
|
4893
|
+
* ValidateProducerNPNRequest is used to validate a producer's National Producer
|
|
4894
|
+
* Number (NPN) against the NIPR database.
|
|
4895
|
+
* This is a FREE operation using the NIPR NPN Lookup service.
|
|
4456
4896
|
*
|
|
4457
4897
|
* @generated from message producerflow.producer.v1.ValidateProducerNPNRequest
|
|
4458
4898
|
*/
|
|
4459
4899
|
export type ValidateProducerNPNRequest = Message<"producerflow.producer.v1.ValidateProducerNPNRequest"> & {
|
|
4460
4900
|
/**
|
|
4461
4901
|
* The National Producer Number (NPN) to validate.
|
|
4902
|
+
* Format: 1-10 digit numeric string.
|
|
4903
|
+
* Example: "1234567890"
|
|
4462
4904
|
* Required and must be non-empty.
|
|
4905
|
+
* Reference: https://nipr.com
|
|
4463
4906
|
*
|
|
4464
4907
|
* @generated from field: string npn = 1;
|
|
4465
4908
|
*/
|
|
4466
4909
|
npn: string;
|
|
4467
4910
|
/**
|
|
4468
|
-
* Optional name of the producer to validate.
|
|
4469
|
-
* If provided,
|
|
4911
|
+
* Optional name of the producer to validate against NIPR records.
|
|
4912
|
+
* If provided, both NPN existence and name match are verified.
|
|
4913
|
+
* If omitted, only NPN existence is verified.
|
|
4470
4914
|
*
|
|
4471
4915
|
* @generated from field: optional string name = 2;
|
|
4472
4916
|
*/
|
|
@@ -4485,7 +4929,8 @@ export declare const ValidateProducerNPNRequestSchema: GenMessage<ValidateProduc
|
|
|
4485
4929
|
export type ValidateProducerNPNResponse = Message<"producerflow.producer.v1.ValidateProducerNPNResponse"> & {
|
|
4486
4930
|
/**
|
|
4487
4931
|
* Indicates whether the NPN is valid.
|
|
4488
|
-
* True if the NPN exists and
|
|
4932
|
+
* True if the NPN exists in NIPR (and name matches, if provided).
|
|
4933
|
+
* False if the NPN does not exist or the name does not match.
|
|
4489
4934
|
*
|
|
4490
4935
|
* @generated from field: bool valid = 1;
|
|
4491
4936
|
*/
|
|
@@ -4497,14 +4942,19 @@ export type ValidateProducerNPNResponse = Message<"producerflow.producer.v1.Vali
|
|
|
4497
4942
|
*/
|
|
4498
4943
|
export declare const ValidateProducerNPNResponseSchema: GenMessage<ValidateProducerNPNResponse>;
|
|
4499
4944
|
/**
|
|
4500
|
-
* ValidateAgencyNPNRequest is used to validate an agency's National Producer
|
|
4945
|
+
* ValidateAgencyNPNRequest is used to validate an agency's National Producer
|
|
4946
|
+
* Number (NPN) against the NIPR database.
|
|
4947
|
+
* This is a FREE operation using the NIPR NPN Lookup service.
|
|
4501
4948
|
*
|
|
4502
4949
|
* @generated from message producerflow.producer.v1.ValidateAgencyNPNRequest
|
|
4503
4950
|
*/
|
|
4504
4951
|
export type ValidateAgencyNPNRequest = Message<"producerflow.producer.v1.ValidateAgencyNPNRequest"> & {
|
|
4505
4952
|
/**
|
|
4506
4953
|
* The National Producer Number (NPN) to validate.
|
|
4954
|
+
* Format: 1-10 digit numeric string.
|
|
4955
|
+
* Example: "1234567890"
|
|
4507
4956
|
* Required and must be non-empty.
|
|
4957
|
+
* Reference: https://nipr.com
|
|
4508
4958
|
*
|
|
4509
4959
|
* @generated from field: string npn = 1;
|
|
4510
4960
|
*/
|
|
@@ -4523,7 +4973,8 @@ export declare const ValidateAgencyNPNRequestSchema: GenMessage<ValidateAgencyNP
|
|
|
4523
4973
|
export type ValidateAgencyNPNResponse = Message<"producerflow.producer.v1.ValidateAgencyNPNResponse"> & {
|
|
4524
4974
|
/**
|
|
4525
4975
|
* Indicates whether the NPN is valid.
|
|
4526
|
-
* True if the NPN exists
|
|
4976
|
+
* True if the NPN exists in NIPR's agency records.
|
|
4977
|
+
* False if the NPN does not exist.
|
|
4527
4978
|
*
|
|
4528
4979
|
* @generated from field: bool valid = 1;
|
|
4529
4980
|
*/
|
|
@@ -4535,14 +4986,18 @@ export type ValidateAgencyNPNResponse = Message<"producerflow.producer.v1.Valida
|
|
|
4535
4986
|
*/
|
|
4536
4987
|
export declare const ValidateAgencyNPNResponseSchema: GenMessage<ValidateAgencyNPNResponse>;
|
|
4537
4988
|
/**
|
|
4538
|
-
* LookupNPNByFEINRequest is used to look up
|
|
4989
|
+
* LookupNPNByFEINRequest is used to look up an agency's National Producer
|
|
4990
|
+
* Number (NPN) by their Federal Employer Identification Number (FEIN).
|
|
4991
|
+
* This is a FREE operation using the NIPR NPN Lookup service.
|
|
4539
4992
|
*
|
|
4540
4993
|
* @generated from message producerflow.producer.v1.LookupNPNByFEINRequest
|
|
4541
4994
|
*/
|
|
4542
4995
|
export type LookupNPNByFEINRequest = Message<"producerflow.producer.v1.LookupNPNByFEINRequest"> & {
|
|
4543
4996
|
/**
|
|
4544
4997
|
* The Federal Employer Identification Number (FEIN) to look up.
|
|
4545
|
-
*
|
|
4998
|
+
* Format: Exactly 9 digits, no dashes or spaces.
|
|
4999
|
+
* Example: "123456789"
|
|
5000
|
+
* This is the tax identification number assigned by the IRS.
|
|
4546
5001
|
*
|
|
4547
5002
|
* @generated from field: string fein = 1;
|
|
4548
5003
|
*/
|
|
@@ -4554,13 +5009,17 @@ export type LookupNPNByFEINRequest = Message<"producerflow.producer.v1.LookupNPN
|
|
|
4554
5009
|
*/
|
|
4555
5010
|
export declare const LookupNPNByFEINRequestSchema: GenMessage<LookupNPNByFEINRequest>;
|
|
4556
5011
|
/**
|
|
4557
|
-
* LookupNPNByFEINResponse contains the National Producer Number (NPN)
|
|
5012
|
+
* LookupNPNByFEINResponse contains the National Producer Number (NPN)
|
|
5013
|
+
* for the agency associated with the given FEIN.
|
|
4558
5014
|
*
|
|
4559
5015
|
* @generated from message producerflow.producer.v1.LookupNPNByFEINResponse
|
|
4560
5016
|
*/
|
|
4561
5017
|
export type LookupNPNByFEINResponse = Message<"producerflow.producer.v1.LookupNPNByFEINResponse"> & {
|
|
4562
5018
|
/**
|
|
4563
|
-
* The National Producer Number (NPN) for the
|
|
5019
|
+
* The National Producer Number (NPN) found in NIPR for the given FEIN.
|
|
5020
|
+
* Format: 1-10 digit numeric string.
|
|
5021
|
+
* Example: "1234567890"
|
|
5022
|
+
* Empty string if no matching NPN was found.
|
|
4564
5023
|
*
|
|
4565
5024
|
* @generated from field: string npn = 1;
|
|
4566
5025
|
*/
|
|
@@ -4810,7 +5269,11 @@ export type AgencySummary = Message<"producerflow.producer.v1.AgencySummary"> &
|
|
|
4810
5269
|
*/
|
|
4811
5270
|
phone: string;
|
|
4812
5271
|
/**
|
|
4813
|
-
* National Producer Number (NPN)
|
|
5272
|
+
* National Producer Number (NPN) of the agency.
|
|
5273
|
+
* A unique NAIC identifier assigned to business entities during the
|
|
5274
|
+
* licensing application process and stored in the NIPR Producer Database
|
|
5275
|
+
* (PDB).
|
|
5276
|
+
* Format: 1-10 digit numeric string.
|
|
4814
5277
|
* Only present for standard agencies (not sole proprietors).
|
|
4815
5278
|
* Empty string if the agency doesn't have an NPN.
|
|
4816
5279
|
*
|
|
@@ -4865,6 +5328,21 @@ export type AgencySummary = Message<"producerflow.producer.v1.AgencySummary"> &
|
|
|
4865
5328
|
* @generated from field: string external_id = 11;
|
|
4866
5329
|
*/
|
|
4867
5330
|
externalId: string;
|
|
5331
|
+
/**
|
|
5332
|
+
* The relationship of this agency with its organization.
|
|
5333
|
+
*
|
|
5334
|
+
* Indicates whether the agency is the main agency (primary owner) or a related
|
|
5335
|
+
* agency within an organization. This field reflects the agency's actual
|
|
5336
|
+
* organization membership, not the query context.
|
|
5337
|
+
*
|
|
5338
|
+
* Values:
|
|
5339
|
+
* - MAIN: The primary agency that owns or manages the organization
|
|
5340
|
+
* - RELATED: An agency that is part of the organization but not the primary owner
|
|
5341
|
+
* - UNSPECIFIED: Agency does not belong to any organization
|
|
5342
|
+
*
|
|
5343
|
+
* @generated from field: optional producerflow.producer.v1.AgencyOrganizationRelationship organization_relationship = 12;
|
|
5344
|
+
*/
|
|
5345
|
+
organizationRelationship?: AgencyOrganizationRelationship;
|
|
4868
5346
|
};
|
|
4869
5347
|
/**
|
|
4870
5348
|
* Describes the message producerflow.producer.v1.AgencySummary.
|
|
@@ -5841,6 +6319,41 @@ export declare enum AgencyType {
|
|
|
5841
6319
|
* Describes the enum producerflow.producer.v1.AgencyType.
|
|
5842
6320
|
*/
|
|
5843
6321
|
export declare const AgencyTypeSchema: GenEnum<AgencyType>;
|
|
6322
|
+
/**
|
|
6323
|
+
* AgencyOrganizationRelationship defines the relationship an agency has with an organization.
|
|
6324
|
+
*
|
|
6325
|
+
* If an agency belongs to an organization, this field indicates the type of relationship.
|
|
6326
|
+
* If an agency does not belong to any organization, this field will be UNSPECIFIED.
|
|
6327
|
+
*
|
|
6328
|
+
* @generated from enum producerflow.producer.v1.AgencyOrganizationRelationship
|
|
6329
|
+
*/
|
|
6330
|
+
export declare enum AgencyOrganizationRelationship {
|
|
6331
|
+
/**
|
|
6332
|
+
* Default unspecified value.
|
|
6333
|
+
* Used when the agency does not belong to any organization.
|
|
6334
|
+
*
|
|
6335
|
+
* @generated from enum value: AGENCY_ORGANIZATION_RELATIONSHIP_UNSPECIFIED = 0;
|
|
6336
|
+
*/
|
|
6337
|
+
UNSPECIFIED = 0,
|
|
6338
|
+
/**
|
|
6339
|
+
* The agency is the main/primary agency for the organization.
|
|
6340
|
+
* The main agency typically owns or manages the organization.
|
|
6341
|
+
*
|
|
6342
|
+
* @generated from enum value: AGENCY_ORGANIZATION_RELATIONSHIP_MAIN = 1;
|
|
6343
|
+
*/
|
|
6344
|
+
MAIN = 1,
|
|
6345
|
+
/**
|
|
6346
|
+
* The agency is a related agency in the organization's network.
|
|
6347
|
+
* Related agencies are part of the organization but not the primary owner.
|
|
6348
|
+
*
|
|
6349
|
+
* @generated from enum value: AGENCY_ORGANIZATION_RELATIONSHIP_RELATED = 2;
|
|
6350
|
+
*/
|
|
6351
|
+
RELATED = 2
|
|
6352
|
+
}
|
|
6353
|
+
/**
|
|
6354
|
+
* Describes the enum producerflow.producer.v1.AgencyOrganizationRelationship.
|
|
6355
|
+
*/
|
|
6356
|
+
export declare const AgencyOrganizationRelationshipSchema: GenEnum<AgencyOrganizationRelationship>;
|
|
5844
6357
|
/**
|
|
5845
6358
|
* NIPRSyncState defines the synchronization state with the NIPR system.
|
|
5846
6359
|
*
|
|
@@ -7074,6 +7587,12 @@ export declare const ProducerService: GenService<{
|
|
|
7074
7587
|
* - Biographic information (name, DOB, state of domicile)
|
|
7075
7588
|
* - Address by state
|
|
7076
7589
|
*
|
|
7590
|
+
* Billing:
|
|
7591
|
+
* This operation makes external NIPR API calls that may result in charges:
|
|
7592
|
+
* - NPN validation lookup
|
|
7593
|
+
* - Producer license data sync (if producer is not already synced)
|
|
7594
|
+
* - PDB alerts subscription (if enabled for tenant)
|
|
7595
|
+
*
|
|
7077
7596
|
* Preconditions:
|
|
7078
7597
|
* - Producer must exist and belong to the authenticated tenant
|
|
7079
7598
|
* - Producer must have a valid NPN registered in NIPR
|
|
@@ -7096,10 +7615,13 @@ export declare const ProducerService: GenService<{
|
|
|
7096
7615
|
* Empty response on success.
|
|
7097
7616
|
*
|
|
7098
7617
|
* Common Error Codes:
|
|
7099
|
-
* - NOT_FOUND: Producer doesn't exist
|
|
7100
|
-
*
|
|
7618
|
+
* - NOT_FOUND: Producer doesn't exist, doesn't belong to tenant, or NPN could
|
|
7619
|
+
* not be found in NIPR. If the NPN cannot be found, the error message will
|
|
7620
|
+
* be "producer NPN could not be found in NIPR".
|
|
7621
|
+
* - INVALID_ARGUMENT: Producer has no NPN.
|
|
7101
7622
|
* - FAILED_PRECONDITION: Producer is already synced with NIPR (ACTIVE sync state)
|
|
7102
7623
|
* - DEADLINE_EXCEEDED: NIPR sync took longer than 30 seconds
|
|
7624
|
+
* - INTERNAL: Unexpected error during NIPR lookup or sync process
|
|
7103
7625
|
*
|
|
7104
7626
|
*
|
|
7105
7627
|
* @generated from rpc producerflow.producer.v1.ProducerService.SyncProducerWithNIPR
|
|
@@ -7123,6 +7645,13 @@ export declare const ProducerService: GenService<{
|
|
|
7123
7645
|
* - Regulatory actions and disciplinary history
|
|
7124
7646
|
* - Address history by state
|
|
7125
7647
|
*
|
|
7648
|
+
* Billing:
|
|
7649
|
+
* This operation makes external NIPR API calls that may result in charges:
|
|
7650
|
+
* - NPN validation lookup
|
|
7651
|
+
* - Agency license data sync (if agency is not already synced)
|
|
7652
|
+
* - PDB alerts subscription (if enabled for tenant)
|
|
7653
|
+
* - When sync_all_producers is true: additional calls per producer (license sync + PDB alerts)
|
|
7654
|
+
*
|
|
7126
7655
|
* Bulk Producer Sync:
|
|
7127
7656
|
* When sync_all_producers is set to true, the system will also sync all
|
|
7128
7657
|
* producers associated with the agency. This extends the timeout to 10
|