@producerflow/producerflowapi 1.0.2 → 1.0.5
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.
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@@ -43,11 +43,19 @@ export declare const PaginationSchema: GenMessage<Pagination>;
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*/
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export type Address = Message<"producerflow.producer.v1.Address"> & {
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/**
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*
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* Deprecated: Use address_line_1 instead.
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*
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* @generated from field: string street = 1;
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* @generated from field: string street = 1 [deprecated = true];
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* @deprecated
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*/
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street: string;
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/**
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* Primary address line including house/building number and street name.
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* For backward compatibility, either street or address_line_1 can be used.
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*
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* @generated from field: string address_line_1 = 7;
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*/
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addressLine1: string;
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/**
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* City of the address
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*
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@@ -73,11 +81,11 @@ export type Address = Message<"producerflow.producer.v1.Address"> & {
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county: string;
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/**
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* Optional second line of
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* Optional second line of address (apt, suite, unit, etc.)
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*
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* @generated from field: optional string
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* @generated from field: optional string address_line_2 = 6;
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*/
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addressLine2?: string;
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};
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/**
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* Describes the message producerflow.producer.v1.Address.
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@@ -85,7 +93,13 @@ export type Address = Message<"producerflow.producer.v1.Address"> & {
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*/
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export declare const AddressSchema: GenMessage<Address>;
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/**
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* CreateAgencyOnboardingURLRequest contains information needed to generate
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* CreateAgencyOnboardingURLRequest contains information needed to generate
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* an agency onboarding URL. This includes basic agency information and
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* defaults.
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*
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* All fields in this request are optional. You can provide as much or as little
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* information as you have available. Any missing information will be collected
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* from the user during the onboarding process through the generated URL.
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*
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* @generated from message producerflow.producer.v1.CreateAgencyOnboardingURLRequest
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*/
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@@ -359,7 +373,10 @@ export declare const ProducerDataSchema: GenMessage<ProducerData>;
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*/
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export type ProducerData_Address = Message<"producerflow.producer.v1.ProducerData.Address"> & {
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/**
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*
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* Deprecated: Use address_line_1 instead.
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*
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* @generated from field: string street = 1 [deprecated = true];
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* @deprecated
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*/
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street: string;
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/**
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@@ -378,6 +395,16 @@ export type ProducerData_Address = Message<"producerflow.producer.v1.ProducerDat
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* @generated from field: string country = 5;
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*/
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country: string;
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/**
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* @generated from field: optional string address_line_2 = 6;
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*/
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addressLine2?: string;
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/**
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* Primary address line including house/building number and street name
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*
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* @generated from field: string address_line_1 = 7;
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*/
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addressLine1: string;
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};
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/**
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* Describes the message producerflow.producer.v1.ProducerData.Address.
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@@ -640,6 +667,13 @@ export type NewAgencyRequest_Agency_Principal = Message<"producerflow.producer.v
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tenantAdditionalQuestions: {
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[key: string]: string;
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};
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/**
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* The mailing address of the principal.
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* This is where correspondence for the principal will be sent.
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*
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* @generated from field: producerflow.producer.v1.Address mailing_address = 9;
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*/
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mailingAddress?: Address;
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};
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/**
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* Describes the message producerflow.producer.v1.NewAgencyRequest.Agency.Principal.
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@@ -1230,12 +1264,26 @@ export type UpdateProducerRequest_Producer = Message<"producerflow.producer.v1.U
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*/
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phone?: string;
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/**
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*
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* If provided, must be non-empty.
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* Deprecated: Use address_line_1 instead.
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*
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* @generated from field: optional string street = 6;
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* @generated from field: optional string street = 6 [deprecated = true];
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* @deprecated
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*/
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street?: string;
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/**
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* Primary address line of the producer.
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* If provided, must be non-empty.
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*
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* @generated from field: optional string address_line_1 = 14;
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*/
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addressLine1?: string;
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/**
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* Second line of the address (apartment, suite, unit, etc.).
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* If provided, must be non-empty.
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*
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* @generated from field: optional string address_line_2 = 13;
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*/
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addressLine2?: string;
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/**
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* City of the producer.
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* If provided, must be non-empty.
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@@ -1408,10 +1456,10 @@ export declare const UpdateAgencyRequest_AgencySchema: GenMessage<UpdateAgencyRe
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*/
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export type UpdateAgencyRequest_Agency_Address = Message<"producerflow.producer.v1.UpdateAgencyRequest.Agency.Address"> & {
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/**
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*
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* If provided, must be non-empty.
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* Deprecated: Use address_line_1 instead.
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*
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* @generated from field: optional string street = 1;
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* @generated from field: optional string street = 1 [deprecated = true];
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* @deprecated
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*/
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street?: string;
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/**
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@@ -1435,6 +1483,20 @@ export type UpdateAgencyRequest_Agency_Address = Message<"producerflow.producer.
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* @generated from field: optional string zip = 4;
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*/
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zip?: string;
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/**
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* Additional address line (e.g., apartment, suite, floor number).
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* If provided, must be non-empty.
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*
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* @generated from field: optional string address_line_2 = 5;
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*/
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addressLine2?: string;
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/**
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* Primary address line including house/building number and street name.
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* If provided, must be non-empty.
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*
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* @generated from field: optional string address_line_1 = 6;
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*/
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addressLine1?: string;
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};
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/**
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* Describes the message producerflow.producer.v1.UpdateAgencyRequest.Agency.Address.
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@@ -1492,13 +1554,27 @@ export type ListNewProducersResponse = Message<"producerflow.producer.v1.ListNew
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*/
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export declare const ListNewProducersResponseSchema: GenMessage<ListNewProducersResponse>;
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/**
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* Agency represents a complete agency
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* Agency represents a complete insurance agency with all associated data.
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*
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* This message contains comprehensive agency information including:
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* - Basic contact and identification details
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* - Principal producer information
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* - Banking details for commission payments
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* - Business operating information
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* - NIPR-synchronized licensing and regulatory data
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* - Physical locations
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*
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* The NIPR data is automatically synchronized from the National Insurance
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* Producer Registry and includes licenses, appointments, regulatory actions,
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* and addresses. This data is read-only and can only be updated by triggering
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* NIPR sync operations.
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*
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* @generated from message producerflow.producer.v1.Agency
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*/
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export type Agency = Message<"producerflow.producer.v1.Agency"> & {
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/**
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* Unique identifier for the agency.
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* Unique identifier for the agency (UUID format).
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* This ID is used in all API operations that reference this agency.
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*
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* @generated from field: string agency_id = 1;
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*/
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@@ -1711,9 +1787,10 @@ export declare const Agency_AgencyInfoSchema: GenMessage<Agency_AgencyInfo>;
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*/
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export type Agency_Address = Message<"producerflow.producer.v1.Agency.Address"> & {
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/**
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* Deprecated: Use address_line_1 instead.
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*
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* @generated from field: string street = 1;
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* @generated from field: string street = 1 [deprecated = true];
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* @deprecated
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*/
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street: string;
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/**
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@@ -1734,6 +1811,18 @@ export type Agency_Address = Message<"producerflow.producer.v1.Agency.Address">
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* @generated from field: string zip = 4;
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*/
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zip: string;
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/**
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* Primary address line including street name and number of the location.
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*
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* @generated from field: string address_line_1 = 5;
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*/
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addressLine1: string;
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/**
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* Optional second line of address (apt, suite, unit, etc.)
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*
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* @generated from field: optional string address_line_2 = 6;
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*/
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addressLine2?: string;
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};
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/**
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* Describes the message producerflow.producer.v1.Agency.Address.
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@@ -2124,9 +2213,10 @@ export type Agency_NIPR_Address = Message<"producerflow.producer.v1.Agency.NIPR.
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*/
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addressState: string;
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/**
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*
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* @generated from field: string street = 4;
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* @generated from field: string street = 4 [deprecated = true];
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* @deprecated
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*/
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street: string;
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/**
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@@ -2159,6 +2249,12 @@ export type Agency_NIPR_Address = Message<"producerflow.producer.v1.Agency.NIPR.
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* @generated from field: google.protobuf.Timestamp updated_at = 9;
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*/
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updatedAt?: Timestamp;
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/**
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* Primary address line.
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*
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* @generated from field: string address_line_1 = 10;
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*/
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addressLine1: string;
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};
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/**
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* Describes the message producerflow.producer.v1.Agency.NIPR.Address.
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@@ -2487,14 +2583,36 @@ export type Agency_NIPR_Appointment = Message<"producerflow.producer.v1.Agency.N
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*/
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export declare const Agency_NIPR_AppointmentSchema: GenMessage<Agency_NIPR_Appointment>;
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/**
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* Producer represents
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* Producer represents an insurance producer (agent) with complete licensing
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* information.
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*
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* This message contains comprehensive producer information including:
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* - Basic contact details (name, email, phone, address)
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* - Agency association
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* - NIPR-synchronized licensing data (licenses, appointments, regulatory actions)
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* - Location assignments within the agency
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*
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* NIPR Data Synchronization:
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* The NIPR data is automatically fetched from the National Insurance Producer
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* Registry when the producer is created (if sync_with_nipr is enabled) and can
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* be refreshed by:
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* - Calling SyncProducerWithNIPR manually
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* - Automatic daily updates via PDB Alerts (if pdb_alerts_sync_enabled is true)
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*
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* Use Cases:
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* - Verify producer licenses before selling insurance products
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* - Check Lines of Authority (LOAs) to ensure producers can sell specific product types
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* - Monitor license expiration dates for compliance
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* - Track carrier appointments to know which companies the producer can represent
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* - Review regulatory history before hiring or contracting
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*
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* @generated from message producerflow.producer.v1.Producer
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*/
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export type Producer = Message<"producerflow.producer.v1.Producer"> & {
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/**
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* Unique identifier for the producer (UUID format).
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* This ID is used in all API operations that reference this producer.
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*
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* @generated from field: string id = 1;
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*/
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id: string;
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@@ -2540,7 +2658,8 @@ export type Producer = Message<"producerflow.producer.v1.Producer"> & {
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phone: string;
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/**
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* Indicates whether the producer is enabled to be synchronized with NIPR API.
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* When true, the system will regularly check for updates from NIPR
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* When true, the system will regularly check for updates from NIPR using
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* PDB Alerts, providing automatic daily updates at no extra cost.
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*
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* @generated from field: bool pdb_alerts_sync_enabled = 13;
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*/
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@@ -2676,9 +2795,18 @@ export type Producer_NIPR = Message<"producerflow.producer.v1.Producer.NIPR"> &
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*/
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regulatoryInfo?: Producer_NIPR_ProducerRegulatoryInfo;
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/**
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* List of carrier appointments held by the producer
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*
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* List of carrier appointments held by the producer.
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*
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* Each appointment represents authorization to sell a specific carrier's
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* products for a specific line of authority. A producer typically has
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* multiple appointments across different carriers and LOAs.
|
|
2803
|
+
*
|
|
2804
|
+
* Before allowing a producer to quote or sell a product:
|
|
2805
|
+
* 1. Verify they have an active appointment with that carrier
|
|
2806
|
+
* 2. Verify the appointment's LOA matches the product type
|
|
2807
|
+
* 3. Check the appointment renewal date hasn't passed
|
|
2808
|
+
*
|
|
2809
|
+
* This data is synchronized from NIPR and is read-only.
|
|
2682
2810
|
*
|
|
2683
2811
|
* @generated from field: repeated producerflow.producer.v1.Producer.NIPR.Appointment appointments = 10;
|
|
2684
2812
|
*/
|
|
@@ -2690,7 +2818,25 @@ export type Producer_NIPR = Message<"producerflow.producer.v1.Producer.NIPR"> &
|
|
|
2690
2818
|
*/
|
|
2691
2819
|
export declare const Producer_NIPRSchema: GenMessage<Producer_NIPR>;
|
|
2692
2820
|
/**
|
|
2693
|
-
* License contains information about a producer's insurance license
|
|
2821
|
+
* License contains information about a producer's insurance license in a
|
|
2822
|
+
* specific state.
|
|
2823
|
+
*
|
|
2824
|
+
* Each producer can hold multiple licenses across different states. Each
|
|
2825
|
+
* license includes a set of Lines of Authority (LOAs) that define what
|
|
2826
|
+
* types of insurance the producer is authorized to sell.
|
|
2827
|
+
*
|
|
2828
|
+
* Key Concepts:
|
|
2829
|
+
* - Resident License: License in the producer's home state
|
|
2830
|
+
* - Non-Resident License: License in states other than the producer's home
|
|
2831
|
+
* state
|
|
2832
|
+
* - Lines of Authority (LOAs): Specific insurance types the license permits
|
|
2833
|
+
* (e.g., Life, Health, Property & Casualty, Variable Contracts)
|
|
2834
|
+
*
|
|
2835
|
+
* Compliance Use Cases:
|
|
2836
|
+
* - Verify producer is licensed in the state where they're selling
|
|
2837
|
+
* - Check license hasn't expired before allowing sales
|
|
2838
|
+
* - Ensure producer has the correct LOA for the product type
|
|
2839
|
+
* - Monitor expiration dates to send renewal reminders
|
|
2694
2840
|
*
|
|
2695
2841
|
* @generated from message producerflow.producer.v1.Producer.NIPR.License
|
|
2696
2842
|
*/
|
|
@@ -2740,8 +2886,12 @@ export type Producer_NIPR_License = Message<"producerflow.producer.v1.Producer.N
|
|
|
2740
2886
|
*/
|
|
2741
2887
|
updatedAt?: Timestamp;
|
|
2742
2888
|
/**
|
|
2743
|
-
* Lines of Authority associated with this license.
|
|
2744
|
-
*
|
|
2889
|
+
* Lines of Authority (LOAs) associated with this license.
|
|
2890
|
+
*
|
|
2891
|
+
* These define what types of insurance the producer is authorized to sell
|
|
2892
|
+
* in this state. A single license typically has multiple LOAs. Always
|
|
2893
|
+
* check that the producer has an active LOA matching the product type
|
|
2894
|
+
* before allowing sales.
|
|
2745
2895
|
*
|
|
2746
2896
|
* @generated from field: repeated producerflow.producer.v1.Producer.NIPR.License.LineOfAuthority lines_of_authority = 8;
|
|
2747
2897
|
*/
|
|
@@ -2753,27 +2903,60 @@ export type Producer_NIPR_License = Message<"producerflow.producer.v1.Producer.N
|
|
|
2753
2903
|
*/
|
|
2754
2904
|
export declare const Producer_NIPR_LicenseSchema: GenMessage<Producer_NIPR_License>;
|
|
2755
2905
|
/**
|
|
2756
|
-
* LineOfAuthority represents a specific type of insurance
|
|
2757
|
-
*
|
|
2906
|
+
* LineOfAuthority (LOA) represents a specific type of insurance that a
|
|
2907
|
+
* producer is authorized to sell under this license.
|
|
2908
|
+
*
|
|
2909
|
+
* Each license can have multiple LOAs. For example, a license might
|
|
2910
|
+
* include:
|
|
2911
|
+
* - LIFE
|
|
2912
|
+
* - HEALTH
|
|
2913
|
+
* - ACCIDENT AND HEALTH
|
|
2914
|
+
* - PROPERTY AND CASUALTY
|
|
2915
|
+
* - VARIABLE LIFE AND VARIABLE ANNUITY
|
|
2916
|
+
*
|
|
2917
|
+
* LOA Compliance:
|
|
2918
|
+
* Before allowing a producer to sell a product, verify they have an
|
|
2919
|
+
* active LOA that matches the product type. For example, a producer with
|
|
2920
|
+
* only a LIFE LOA cannot sell Property & Casualty insurance.
|
|
2921
|
+
*
|
|
2922
|
+
* LOA names are standardized by NIPR but may vary slightly between
|
|
2923
|
+
* states.
|
|
2758
2924
|
*
|
|
2759
2925
|
* @generated from message producerflow.producer.v1.Producer.NIPR.License.LineOfAuthority
|
|
2760
2926
|
*/
|
|
2761
2927
|
export type Producer_NIPR_License_LineOfAuthority = Message<"producerflow.producer.v1.Producer.NIPR.License.LineOfAuthority"> & {
|
|
2762
2928
|
/**
|
|
2763
|
-
* The Line of Authority
|
|
2764
|
-
*
|
|
2929
|
+
* The Line of Authority name (e.g., "LIFE", "PROPERTY AND CASUALTY",
|
|
2930
|
+
* "HEALTH").
|
|
2931
|
+
*
|
|
2932
|
+
* Common LOA types:
|
|
2933
|
+
* - LIFE: Life insurance products
|
|
2934
|
+
* - HEALTH: Health insurance products
|
|
2935
|
+
* - ACCIDENT AND HEALTH: Combined accident and health coverage
|
|
2936
|
+
* - PROPERTY: Property insurance
|
|
2937
|
+
* - CASUALTY: Casualty insurance
|
|
2938
|
+
* - PROPERTY AND CASUALTY: Combined property and casualty
|
|
2939
|
+
* - VARIABLE LIFE AND VARIABLE ANNUITY: Variable products requiring
|
|
2940
|
+
* securities license
|
|
2941
|
+
* - PERSONAL LINES: Homeowners, auto, and personal umbrella policies
|
|
2942
|
+
* - COMMERCIAL LINES: Business insurance policies
|
|
2943
|
+
*
|
|
2944
|
+
* This is typically an uppercase string standardized by NIPR.
|
|
2765
2945
|
*
|
|
2766
2946
|
* @generated from field: string loa = 1;
|
|
2767
2947
|
*/
|
|
2768
2948
|
loa: string;
|
|
2769
2949
|
/**
|
|
2770
2950
|
* Whether this Line of Authority is currently active.
|
|
2951
|
+
* Inactive LOAs cannot be used to sell that type of insurance.
|
|
2771
2952
|
*
|
|
2772
2953
|
* @generated from field: bool active = 2;
|
|
2773
2954
|
*/
|
|
2774
2955
|
active: boolean;
|
|
2775
2956
|
/**
|
|
2776
|
-
* The date when this Line of Authority was issued.
|
|
2957
|
+
* The date when this Line of Authority was first issued.
|
|
2958
|
+
* This helps track how long the producer has been authorized for this
|
|
2959
|
+
* insurance type.
|
|
2777
2960
|
*
|
|
2778
2961
|
* @generated from field: google.protobuf.Timestamp issue_date = 3;
|
|
2779
2962
|
*/
|
|
@@ -2785,7 +2968,7 @@ export type Producer_NIPR_License_LineOfAuthority = Message<"producerflow.produc
|
|
|
2785
2968
|
*/
|
|
2786
2969
|
export declare const Producer_NIPR_License_LineOfAuthoritySchema: GenMessage<Producer_NIPR_License_LineOfAuthority>;
|
|
2787
2970
|
/**
|
|
2788
|
-
* LicenseStatus defines the
|
|
2971
|
+
* LicenseStatus defines the current state of an insurance license.
|
|
2789
2972
|
*
|
|
2790
2973
|
* @generated from enum producerflow.producer.v1.Producer.NIPR.License.LicenseStatus
|
|
2791
2974
|
*/
|
|
@@ -2797,20 +2980,26 @@ export declare enum Producer_NIPR_License_LicenseStatus {
|
|
|
2797
2980
|
*/
|
|
2798
2981
|
UNSPECIFIED = 0,
|
|
2799
2982
|
/**
|
|
2800
|
-
* The license has expired and is no longer valid.
|
|
2983
|
+
* The license has expired and is no longer valid for selling insurance.
|
|
2984
|
+
* The producer must renew the license before conducting business in
|
|
2985
|
+
* this state.
|
|
2801
2986
|
*
|
|
2802
2987
|
* @generated from enum value: LICENSE_STATUS_EXPIRED = 1;
|
|
2803
2988
|
*/
|
|
2804
2989
|
EXPIRED = 1,
|
|
2805
2990
|
/**
|
|
2806
|
-
* License is currently active.
|
|
2991
|
+
* License is currently active and in good standing.
|
|
2992
|
+
* The producer can sell insurance in this state according to their
|
|
2993
|
+
* LOAs.
|
|
2807
2994
|
*
|
|
2808
2995
|
* @generated from enum value: LICENSE_STATUS_VALID = 2;
|
|
2809
2996
|
*/
|
|
2810
2997
|
VALID = 2,
|
|
2811
2998
|
/**
|
|
2812
|
-
* The license exists but is not
|
|
2813
|
-
*
|
|
2999
|
+
* The license exists but is not currently active.
|
|
3000
|
+
* Reasons include: suspension, revocation, lapsed (not renewed), or
|
|
3001
|
+
* voluntarily inactive. The producer cannot sell insurance in this
|
|
3002
|
+
* state until the license is reinstated.
|
|
2814
3003
|
*
|
|
2815
3004
|
* @generated from enum value: LICENSE_STATUS_NOT_ACTIVE = 3;
|
|
2816
3005
|
*/
|
|
@@ -2983,48 +3172,88 @@ export type Producer_NIPR_ProducerRegulatoryInfo_RegulatoryAction = Message<"pro
|
|
|
2983
3172
|
*/
|
|
2984
3173
|
export declare const Producer_NIPR_ProducerRegulatoryInfo_RegulatoryActionSchema: GenMessage<Producer_NIPR_ProducerRegulatoryInfo_RegulatoryAction>;
|
|
2985
3174
|
/**
|
|
2986
|
-
* Appointment represents a
|
|
3175
|
+
* Appointment represents a producer's authorization to sell products for a
|
|
3176
|
+
* specific insurance carrier.
|
|
3177
|
+
*
|
|
3178
|
+
* What is an Appointment?
|
|
3179
|
+
* An appointment is a formal relationship between a producer and an
|
|
3180
|
+
* insurance company that grants the producer authority to sell that
|
|
3181
|
+
* company's insurance products. Having a license is not enough - the
|
|
3182
|
+
* producer must also be appointed by each carrier whose products they want
|
|
3183
|
+
* to sell.
|
|
3184
|
+
*
|
|
3185
|
+
* Appointment Lifecycle:
|
|
3186
|
+
* 1. Active: Producer can sell this carrier's products
|
|
3187
|
+
* 2. Terminated: Appointment ended (various reasons: producer left, carrier
|
|
3188
|
+
* terminated, etc.)
|
|
3189
|
+
*
|
|
3190
|
+
* Use Cases:
|
|
3191
|
+
* - Verify producer is appointed before allowing them to quote/sell a
|
|
3192
|
+
* carrier's products
|
|
3193
|
+
* - Track which carriers each producer can represent
|
|
3194
|
+
* - Monitor appointment renewal dates
|
|
3195
|
+
* - Understand termination reasons for compliance and vetting
|
|
2987
3196
|
*
|
|
2988
3197
|
* @generated from message producerflow.producer.v1.Producer.NIPR.Appointment
|
|
2989
3198
|
*/
|
|
2990
3199
|
export type Producer_NIPR_Appointment = Message<"producerflow.producer.v1.Producer.NIPR.Appointment"> & {
|
|
2991
3200
|
/**
|
|
3201
|
+
* Branch identifier for multi-branch agencies.
|
|
3202
|
+
* This links the appointment to a specific agency branch if applicable.
|
|
3203
|
+
*
|
|
2992
3204
|
* @generated from field: string branch_id = 1;
|
|
2993
3205
|
*/
|
|
2994
3206
|
branchId: string;
|
|
2995
3207
|
/**
|
|
2996
3208
|
* Name of the insurance company for this appointment.
|
|
3209
|
+
* Examples: "State Farm", "Allstate", "Blue Cross Blue Shield"
|
|
2997
3210
|
*
|
|
2998
3211
|
* @generated from field: string company_name = 2;
|
|
2999
3212
|
*/
|
|
3000
3213
|
companyName: string;
|
|
3001
3214
|
/**
|
|
3002
|
-
* Federal Employer Identification Number of the
|
|
3215
|
+
* Federal Employer Identification Number (FEIN) of the insurance carrier.
|
|
3216
|
+
* This uniquely identifies the carrier company.
|
|
3003
3217
|
*
|
|
3004
3218
|
* @generated from field: string fein = 3;
|
|
3005
3219
|
*/
|
|
3006
3220
|
fein: string;
|
|
3007
3221
|
/**
|
|
3008
|
-
* Company code
|
|
3222
|
+
* Company code: A standardized code identifying the insurance carrier.
|
|
3223
|
+
* This is used in industry systems for carrier identification.
|
|
3009
3224
|
*
|
|
3010
3225
|
* @generated from field: string co_code = 4;
|
|
3011
3226
|
*/
|
|
3012
3227
|
coCode: string;
|
|
3013
3228
|
/**
|
|
3014
|
-
* Line of authority for this appointment
|
|
3015
|
-
*
|
|
3229
|
+
* Line of authority for this appointment.
|
|
3230
|
+
*
|
|
3231
|
+
* This indicates what type of insurance the producer can sell for this
|
|
3232
|
+
* carrier. A producer might have multiple appointments with the same
|
|
3233
|
+
* carrier for different LOAs.
|
|
3234
|
+
*
|
|
3235
|
+
* Examples: "LIFE", "HEALTH", "PROPERTY AND CASUALTY", "VARIABLE LIFE AND
|
|
3236
|
+
* VARIABLE ANNUITY"
|
|
3016
3237
|
*
|
|
3017
3238
|
* @generated from field: string line_of_authority = 5;
|
|
3018
3239
|
*/
|
|
3019
3240
|
lineOfAuthority: string;
|
|
3020
3241
|
/**
|
|
3021
|
-
* Code for the line of authority
|
|
3242
|
+
* Code for the line of authority.
|
|
3243
|
+
* A standardized code representing the LOA type.
|
|
3022
3244
|
*
|
|
3023
3245
|
* @generated from field: string loa_code = 6;
|
|
3024
3246
|
*/
|
|
3025
3247
|
loaCode: string;
|
|
3026
3248
|
/**
|
|
3027
|
-
* Current status of the appointment
|
|
3249
|
+
* Current status of the appointment.
|
|
3250
|
+
*
|
|
3251
|
+
* Common values:
|
|
3252
|
+
* - "Active": Producer can sell this carrier's products
|
|
3253
|
+
* - "Terminated": Appointment has ended
|
|
3254
|
+
* - "Pending": Appointment is being processed
|
|
3255
|
+
*
|
|
3256
|
+
* Always check status is "Active" before allowing sales.
|
|
3028
3257
|
*
|
|
3029
3258
|
* @generated from field: string status = 7;
|
|
3030
3259
|
*/
|
|
@@ -3032,23 +3261,35 @@ export type Producer_NIPR_Appointment = Message<"producerflow.producer.v1.Produc
|
|
|
3032
3261
|
/**
|
|
3033
3262
|
* Reason for termination if the appointment has been terminated.
|
|
3034
3263
|
*
|
|
3264
|
+
* Common termination reasons:
|
|
3265
|
+
* - Producer requested termination
|
|
3266
|
+
* - Carrier terminated appointment
|
|
3267
|
+
* - Producer left agency
|
|
3268
|
+
* - Compliance or regulatory issues
|
|
3269
|
+
*
|
|
3270
|
+
* This field is empty if the appointment is still active.
|
|
3271
|
+
*
|
|
3035
3272
|
* @generated from field: string termination_reason = 8;
|
|
3036
3273
|
*/
|
|
3037
3274
|
terminationReason: string;
|
|
3038
3275
|
/**
|
|
3039
|
-
* Date
|
|
3276
|
+
* Date when the status or termination reason became effective.
|
|
3277
|
+
* For terminated appointments, this is when the termination occurred.
|
|
3040
3278
|
*
|
|
3041
3279
|
* @generated from field: google.protobuf.Timestamp status_reason_date = 9;
|
|
3042
3280
|
*/
|
|
3043
3281
|
statusReasonDate?: Timestamp;
|
|
3044
3282
|
/**
|
|
3045
3283
|
* Date when the appointment will renew.
|
|
3284
|
+
* Appointments typically renew annually. Monitor this date for upcoming
|
|
3285
|
+
* renewals.
|
|
3046
3286
|
*
|
|
3047
3287
|
* @generated from field: google.protobuf.Timestamp appointment_renewal_date = 10;
|
|
3048
3288
|
*/
|
|
3049
3289
|
appointmentRenewalDate?: Timestamp;
|
|
3050
3290
|
/**
|
|
3051
3291
|
* Additional affiliations or roles the producer has with the agency.
|
|
3292
|
+
* This may include special designations or relationship details.
|
|
3052
3293
|
*
|
|
3053
3294
|
* @generated from field: string agency_affiliations = 11;
|
|
3054
3295
|
*/
|
|
@@ -3066,9 +3307,10 @@ export declare const Producer_NIPR_AppointmentSchema: GenMessage<Producer_NIPR_A
|
|
|
3066
3307
|
*/
|
|
3067
3308
|
export type Producer_Address = Message<"producerflow.producer.v1.Producer.Address"> & {
|
|
3068
3309
|
/**
|
|
3069
|
-
*
|
|
3310
|
+
* Deprecated: Use address_line_1 instead.
|
|
3070
3311
|
*
|
|
3071
|
-
* @generated from field: string street = 1;
|
|
3312
|
+
* @generated from field: string street = 1 [deprecated = true];
|
|
3313
|
+
* @deprecated
|
|
3072
3314
|
*/
|
|
3073
3315
|
street: string;
|
|
3074
3316
|
/**
|
|
@@ -3089,6 +3331,18 @@ export type Producer_Address = Message<"producerflow.producer.v1.Producer.Addres
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|
|
3089
3331
|
* @generated from field: string zip = 4;
|
|
3090
3332
|
*/
|
|
3091
3333
|
zip: string;
|
|
3334
|
+
/**
|
|
3335
|
+
* Optional second line of address (apt, suite, unit, etc.)
|
|
3336
|
+
*
|
|
3337
|
+
* @generated from field: optional string address_line_2 = 13;
|
|
3338
|
+
*/
|
|
3339
|
+
addressLine2?: string;
|
|
3340
|
+
/**
|
|
3341
|
+
* Primary address line of the producer.
|
|
3342
|
+
*
|
|
3343
|
+
* @generated from field: string address_line_1 = 14;
|
|
3344
|
+
*/
|
|
3345
|
+
addressLine1: string;
|
|
3092
3346
|
};
|
|
3093
3347
|
/**
|
|
3094
3348
|
* Describes the message producerflow.producer.v1.Producer.Address.
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|
@@ -3098,75 +3352,155 @@ export declare const Producer_AddressSchema: GenMessage<Producer_Address>;
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|
|
3098
3352
|
/**
|
|
3099
3353
|
* NewProducer represents the data needed to create a new producer in the system.
|
|
3100
3354
|
*
|
|
3355
|
+
* This message is used by both NewProducer (single) and NewProducers (bulk) RPCs
|
|
3356
|
+
* to define producer information during creation. Producers are licensed insurance
|
|
3357
|
+
* professionals who can sell insurance products on behalf of carriers.
|
|
3358
|
+
*
|
|
3359
|
+
* Required vs Optional Fields:
|
|
3360
|
+
* - Required: first_name, last_name, email
|
|
3361
|
+
* - Strongly recommended: npn (for NIPR sync and validation)
|
|
3362
|
+
* - Optional: All other fields
|
|
3363
|
+
*
|
|
3364
|
+
* NIPR Integration:
|
|
3365
|
+
* If an NPN is provided, the system will validate it against NIPR's database.
|
|
3366
|
+
* Depending on the sync_with_nipr setting, it may also fetch complete license,
|
|
3367
|
+
* appointment, and regulatory information from NIPR.
|
|
3368
|
+
*
|
|
3101
3369
|
* @generated from message producerflow.producer.v1.NewProducer
|
|
3102
3370
|
*/
|
|
3103
3371
|
export type NewProducer = Message<"producerflow.producer.v1.NewProducer"> & {
|
|
3104
3372
|
/**
|
|
3105
3373
|
* First name of the producer.
|
|
3106
|
-
* Required
|
|
3374
|
+
* Required field that must be non-empty.
|
|
3375
|
+
* Used for identification and correspondence.
|
|
3107
3376
|
*
|
|
3108
3377
|
* @generated from field: string first_name = 1;
|
|
3109
3378
|
*/
|
|
3110
3379
|
firstName: string;
|
|
3111
3380
|
/**
|
|
3112
3381
|
* Last name of the producer.
|
|
3113
|
-
* Required
|
|
3382
|
+
* Required field that must be non-empty.
|
|
3383
|
+
* Used for identification and formal communications.
|
|
3114
3384
|
*
|
|
3115
3385
|
* @generated from field: string last_name = 2;
|
|
3116
3386
|
*/
|
|
3117
3387
|
lastName: string;
|
|
3118
3388
|
/**
|
|
3119
3389
|
* Middle name of the producer.
|
|
3120
|
-
* Optional.
|
|
3390
|
+
* Optional field for complete name identification.
|
|
3391
|
+
* Important for NIPR matching when multiple producers have similar names.
|
|
3121
3392
|
*
|
|
3122
3393
|
* @generated from field: string middle_name = 7;
|
|
3123
3394
|
*/
|
|
3124
3395
|
middleName: string;
|
|
3125
3396
|
/**
|
|
3126
3397
|
* Email address of the producer.
|
|
3127
|
-
* Required
|
|
3128
|
-
* Must be unique
|
|
3398
|
+
* Required field with email format validation.
|
|
3399
|
+
* Must be unique across all producers in the tenant.
|
|
3400
|
+
* Used for:
|
|
3401
|
+
* - Account notifications and communications
|
|
3402
|
+
* - Password resets and authentication
|
|
3403
|
+
* - Unique identifier within the system
|
|
3129
3404
|
*
|
|
3130
3405
|
* @generated from field: string email = 3;
|
|
3131
3406
|
*/
|
|
3132
3407
|
email: string;
|
|
3133
3408
|
/**
|
|
3134
3409
|
* National Producer Number (NPN) of the producer.
|
|
3410
|
+
* Optional but strongly recommended for licensed producers.
|
|
3411
|
+
* This unique identifier from NAIC enables:
|
|
3412
|
+
* - NIPR data synchronization (licenses, appointments, regulatory actions)
|
|
3413
|
+
* - Carrier appointment verification
|
|
3414
|
+
* - Compliance tracking across states
|
|
3415
|
+
* If provided, must be valid in NIPR's database or creation will fail.
|
|
3135
3416
|
*
|
|
3136
3417
|
* @generated from field: string npn = 4;
|
|
3137
3418
|
*/
|
|
3138
3419
|
npn: string;
|
|
3139
3420
|
/**
|
|
3140
3421
|
* Phone number of the producer.
|
|
3141
|
-
* Optional
|
|
3422
|
+
* Optional field for contact purposes.
|
|
3423
|
+
* If provided, must match international phone number pattern.
|
|
3424
|
+
* Format: Can include country code (e.g., +1 for US)
|
|
3142
3425
|
*
|
|
3143
3426
|
* @generated from field: string phone = 5;
|
|
3144
3427
|
*/
|
|
3145
3428
|
phone: string;
|
|
3146
3429
|
/**
|
|
3147
3430
|
* Mailing address of the producer.
|
|
3148
|
-
*
|
|
3431
|
+
* Optional but recommended for complete producer profiles.
|
|
3432
|
+
* This address is used for physical mail delivery and may differ
|
|
3433
|
+
* from the agency's address.
|
|
3149
3434
|
*
|
|
3150
3435
|
* @generated from field: producerflow.producer.v1.NewProducer.Address mailing_address = 6;
|
|
3151
3436
|
*/
|
|
3152
3437
|
mailingAddress?: NewProducer_Address;
|
|
3153
3438
|
/**
|
|
3154
|
-
*
|
|
3439
|
+
* External identifier for the producer in the tenant's system.
|
|
3440
|
+
*
|
|
3441
|
+
* Optional field that enables bi-directional synchronization between ProducerFlow
|
|
3442
|
+
* and your internal systems. This allows you to maintain your existing producer
|
|
3443
|
+
* identifiers while leveraging ProducerFlow's capabilities.
|
|
3444
|
+
*
|
|
3445
|
+
* Usage Guidelines:
|
|
3446
|
+
* - Provide this when you have an existing identifier for the producer
|
|
3447
|
+
* - Omit if you don't need to track a reference to your internal system
|
|
3448
|
+
* - Can be updated later using the SetExternalID RPC
|
|
3449
|
+
* - Must be unique within your tenant for meaningful lookups
|
|
3450
|
+
*
|
|
3451
|
+
* Common Use Cases:
|
|
3452
|
+
* - Linking to an existing CRM or AMS system producer ID
|
|
3453
|
+
* - Maintaining synchronization with legacy systems
|
|
3454
|
+
* - Enabling lookups from external systems back to ProducerFlow
|
|
3455
|
+
* - Supporting data migration and system transitions
|
|
3456
|
+
*
|
|
3457
|
+
* Format: Any string identifier meaningful in your system (e.g., "PROD-12345", UUID)
|
|
3458
|
+
* Maximum length: 255 characters
|
|
3155
3459
|
*
|
|
3156
3460
|
* @generated from field: string tenant_id = 8;
|
|
3157
3461
|
*/
|
|
3158
3462
|
tenantId: string;
|
|
3159
3463
|
/**
|
|
3160
|
-
*
|
|
3161
|
-
*
|
|
3464
|
+
* Location IDs to assign to the producer during creation.
|
|
3465
|
+
*
|
|
3466
|
+
* Optional field for associating the producer with specific agency locations.
|
|
3467
|
+
* This is useful for multi-location agencies where producers work from or
|
|
3468
|
+
* service specific offices.
|
|
3469
|
+
*
|
|
3470
|
+
* Validation:
|
|
3471
|
+
* - All location IDs must be valid UUIDs
|
|
3472
|
+
* - All locations must exist and belong to the specified agency
|
|
3473
|
+
* - Maximum of 100 locations per producer
|
|
3474
|
+
* - Invalid location IDs will cause the entire creation to fail
|
|
3475
|
+
*
|
|
3476
|
+
* Post-Creation Management:
|
|
3477
|
+
* - Use AssignProducerToLocations to add more locations later
|
|
3478
|
+
* - Use UnassignProducerFromLocations to remove locations
|
|
3479
|
+
* - Use ListAgencyLocations to see available locations for an agency
|
|
3162
3480
|
*
|
|
3163
3481
|
* @generated from field: repeated string location_ids = 10;
|
|
3164
3482
|
*/
|
|
3165
3483
|
locationIds: string[];
|
|
3166
3484
|
/**
|
|
3167
|
-
*
|
|
3168
|
-
*
|
|
3169
|
-
*
|
|
3485
|
+
* Custom metadata questions and answers for the producer.
|
|
3486
|
+
*
|
|
3487
|
+
* Optional field for storing tenant-specific information collected during
|
|
3488
|
+
* producer onboarding. This allows tenants to capture additional data points
|
|
3489
|
+
* that are important for their business processes but not part of the
|
|
3490
|
+
* standard producer fields.
|
|
3491
|
+
*
|
|
3492
|
+
* Structure:
|
|
3493
|
+
* - Key: Question identifier or the question text itself
|
|
3494
|
+
* - Value: The producer's answer or response
|
|
3495
|
+
*
|
|
3496
|
+
* Common Use Cases:
|
|
3497
|
+
* - Compliance questionnaires (e.g., "Have you ever had a license revoked?")
|
|
3498
|
+
* - Business preferences (e.g., "Preferred carrier partners")
|
|
3499
|
+
* - Specializations (e.g., "Areas of expertise")
|
|
3500
|
+
* - Internal classifications (e.g., "Producer tier", "Region")
|
|
3501
|
+
*
|
|
3502
|
+
* Note: This data is stored but not validated by ProducerFlow. Ensure your
|
|
3503
|
+
* application handles any necessary validation of the responses.
|
|
3170
3504
|
*
|
|
3171
3505
|
* @generated from field: map<string, string> metadata_questions = 11;
|
|
3172
3506
|
*/
|
|
@@ -3191,38 +3525,55 @@ export type NewProducer = Message<"producerflow.producer.v1.NewProducer"> & {
|
|
|
3191
3525
|
export declare const NewProducerSchema: GenMessage<NewProducer>;
|
|
3192
3526
|
/**
|
|
3193
3527
|
* Address represents a mailing address for the producer.
|
|
3528
|
+
* All fields are required when an address is provided.
|
|
3529
|
+
* This address is used for:
|
|
3530
|
+
* - Official correspondence
|
|
3531
|
+
* - Licensing documentation
|
|
3532
|
+
* - Commission statements
|
|
3194
3533
|
*
|
|
3195
3534
|
* @generated from message producerflow.producer.v1.NewProducer.Address
|
|
3196
3535
|
*/
|
|
3197
3536
|
export type NewProducer_Address = Message<"producerflow.producer.v1.NewProducer.Address"> & {
|
|
3198
3537
|
/**
|
|
3199
|
-
*
|
|
3200
|
-
* Required and must be non-empty.
|
|
3538
|
+
* Deprecated: Use address_line_1 instead.
|
|
3201
3539
|
*
|
|
3202
|
-
* @generated from field: string street = 1;
|
|
3540
|
+
* @generated from field: string street = 1 [deprecated = true];
|
|
3541
|
+
* @deprecated
|
|
3203
3542
|
*/
|
|
3204
3543
|
street: string;
|
|
3205
3544
|
/**
|
|
3206
|
-
* City of the producer.
|
|
3207
|
-
* Required and must be non-empty.
|
|
3545
|
+
* City of the producer's mailing address.
|
|
3208
3546
|
*
|
|
3209
3547
|
* @generated from field: string city = 2;
|
|
3210
3548
|
*/
|
|
3211
3549
|
city: string;
|
|
3212
3550
|
/**
|
|
3213
|
-
* State of the producer.
|
|
3214
|
-
*
|
|
3551
|
+
* State of the producer's mailing address.
|
|
3552
|
+
* Must be a valid 2-letter US state code (e.g., "CA", "NY").
|
|
3215
3553
|
*
|
|
3216
3554
|
* @generated from field: string state = 3;
|
|
3217
3555
|
*/
|
|
3218
3556
|
state: string;
|
|
3219
3557
|
/**
|
|
3220
|
-
* Zip code of the producer.
|
|
3221
|
-
*
|
|
3558
|
+
* Zip code of the producer's mailing address.
|
|
3559
|
+
* Supports both 5-digit (12345) and ZIP+4 (12345-6789) formats.
|
|
3222
3560
|
*
|
|
3223
3561
|
* @generated from field: string zip = 4;
|
|
3224
3562
|
*/
|
|
3225
3563
|
zip: string;
|
|
3564
|
+
/**
|
|
3565
|
+
* Optional second line of address (apt, suite, unit, etc.)
|
|
3566
|
+
*
|
|
3567
|
+
* @generated from field: optional string address_line_2 = 5;
|
|
3568
|
+
*/
|
|
3569
|
+
addressLine2?: string;
|
|
3570
|
+
/**
|
|
3571
|
+
* Primary address line of the producer.
|
|
3572
|
+
* For backward compatibility, either street or address_line_1 can be used.
|
|
3573
|
+
*
|
|
3574
|
+
* @generated from field: string address_line_1 = 6;
|
|
3575
|
+
*/
|
|
3576
|
+
addressLine1: string;
|
|
3226
3577
|
};
|
|
3227
3578
|
/**
|
|
3228
3579
|
* Describes the message producerflow.producer.v1.NewProducer.Address.
|
|
@@ -3284,30 +3635,65 @@ export type NewProducerResponse = Message<"producerflow.producer.v1.NewProducerR
|
|
|
3284
3635
|
*/
|
|
3285
3636
|
export declare const NewProducerResponseSchema: GenMessage<NewProducerResponse>;
|
|
3286
3637
|
/**
|
|
3287
|
-
* NewProducersRequest
|
|
3288
|
-
*
|
|
3638
|
+
* NewProducersRequest creates multiple producers and associates them with a single agency.
|
|
3639
|
+
*
|
|
3640
|
+
* This request supports bulk creation of producers, which is more efficient than making
|
|
3641
|
+
* multiple individual NewProducer calls. All producers in the request will be associated
|
|
3642
|
+
* with the same agency, making this ideal for onboarding producer teams.
|
|
3643
|
+
*
|
|
3644
|
+
* Operation Behavior:
|
|
3645
|
+
* Producers are created sequentially. If a producer fails validation, the request
|
|
3646
|
+
* returns an error, but any producers created before the failure will remain in
|
|
3647
|
+
* the system.
|
|
3648
|
+
*
|
|
3649
|
+
* Request Limits:
|
|
3650
|
+
* - Minimum producers: 1 (enforced by validation)
|
|
3651
|
+
* - All producers must be for the same agency
|
|
3652
|
+
*
|
|
3653
|
+
* Each producer in the list can specify:
|
|
3654
|
+
* - Basic information (name, email, phone)
|
|
3655
|
+
* - NPN for NIPR validation and sync
|
|
3656
|
+
* - Mailing address
|
|
3657
|
+
* - Location assignments within the agency
|
|
3658
|
+
* - External ID for tenant system integration
|
|
3659
|
+
* - Custom metadata questions
|
|
3660
|
+
*
|
|
3661
|
+
* Common Use Cases:
|
|
3662
|
+
* - Bulk importing producers from spreadsheets or CSV files
|
|
3663
|
+
* - Migrating producer data from legacy systems
|
|
3664
|
+
* - Setting up new agencies with their initial producer roster
|
|
3665
|
+
* - Adding multiple producers during mergers or acquisitions
|
|
3289
3666
|
*
|
|
3290
3667
|
* @generated from message producerflow.producer.v1.NewProducersRequest
|
|
3291
3668
|
*/
|
|
3292
3669
|
export type NewProducersRequest = Message<"producerflow.producer.v1.NewProducersRequest"> & {
|
|
3293
3670
|
/**
|
|
3294
|
-
* The UUID of the agency to associate
|
|
3295
|
-
*
|
|
3671
|
+
* The UUID of the agency to associate all producers with.
|
|
3672
|
+
* This agency must exist and belong to the authenticated tenant.
|
|
3673
|
+
* All producers in the request will be assigned to this single agency.
|
|
3296
3674
|
*
|
|
3297
3675
|
* @generated from field: string agency_id = 1;
|
|
3298
3676
|
*/
|
|
3299
3677
|
agencyId: string;
|
|
3300
3678
|
/**
|
|
3301
|
-
* List of producers to create.
|
|
3302
|
-
*
|
|
3679
|
+
* List of producers to create in this bulk operation.
|
|
3680
|
+
* Required field that must contain at least one producer.
|
|
3681
|
+
* Each producer undergoes full validation including NPN verification if provided.
|
|
3303
3682
|
*
|
|
3304
3683
|
* @generated from field: repeated producerflow.producer.v1.NewProducer producers = 2;
|
|
3305
3684
|
*/
|
|
3306
3685
|
producers: NewProducer[];
|
|
3307
3686
|
/**
|
|
3308
|
-
* Optional. Overrides the tenant's default NIPR sync setting
|
|
3309
|
-
*
|
|
3310
|
-
*
|
|
3687
|
+
* Optional. Overrides the tenant's default NIPR sync setting for all producers in this request.
|
|
3688
|
+
* NPN validation is always performed regardless of this setting.
|
|
3689
|
+
* When true: Fetches full NIPR EntityInfo data after validation (paid lookup)
|
|
3690
|
+
* When false: Skips NIPR EntityInfo fetch, only performs NPN validation
|
|
3691
|
+
* When omitted: Uses the tenant's default configuration
|
|
3692
|
+
*
|
|
3693
|
+
* Cost Implications:
|
|
3694
|
+
* Setting this to true will trigger billable NIPR EntityInfo lookups for each producer
|
|
3695
|
+
* with an NPN, counting against your monthly quota. Consider using false for test data
|
|
3696
|
+
* or when you plan to sync later via SyncProducerWithNIPR.
|
|
3311
3697
|
*
|
|
3312
3698
|
* @generated from field: optional bool sync_with_nipr = 3;
|
|
3313
3699
|
*/
|
|
@@ -3319,14 +3705,34 @@ export type NewProducersRequest = Message<"producerflow.producer.v1.NewProducers
|
|
|
3319
3705
|
*/
|
|
3320
3706
|
export declare const NewProducersRequestSchema: GenMessage<NewProducersRequest>;
|
|
3321
3707
|
/**
|
|
3322
|
-
* NewProducersResponse contains the IDs of all created producers.
|
|
3708
|
+
* NewProducersResponse contains the IDs of all successfully created producers.
|
|
3709
|
+
*
|
|
3710
|
+
* The response provides a list of producer IDs that directly corresponds to the
|
|
3711
|
+
* order of producers in the request, allowing you to map each request entry to
|
|
3712
|
+
* its created resource.
|
|
3713
|
+
*
|
|
3714
|
+
* Order Guarantee:
|
|
3715
|
+
* The producer_ids array maintains the exact same order as the producers array
|
|
3716
|
+
* in the request. For example:
|
|
3717
|
+
* - Request producers[0] → Response producer_ids[0]
|
|
3718
|
+
* - Request producers[1] → Response producer_ids[1]
|
|
3719
|
+
* This ordering guarantee simplifies client-side processing and record keeping.
|
|
3720
|
+
*
|
|
3721
|
+
* Post-Creation Actions:
|
|
3722
|
+
* After receiving this response, you can:
|
|
3723
|
+
* - Use the IDs to fetch full producer details via GetProducer
|
|
3724
|
+
* - Assign producers to locations via AssignProducerToLocations
|
|
3725
|
+
* - Trigger NIPR sync if it was skipped during creation
|
|
3726
|
+
* - Set external IDs via SetExternalID if not provided during creation
|
|
3323
3727
|
*
|
|
3324
3728
|
* @generated from message producerflow.producer.v1.NewProducersResponse
|
|
3325
3729
|
*/
|
|
3326
3730
|
export type NewProducersResponse = Message<"producerflow.producer.v1.NewProducersResponse"> & {
|
|
3327
3731
|
/**
|
|
3328
3732
|
* List of UUIDs for the newly created producers.
|
|
3329
|
-
*
|
|
3733
|
+
* These IDs are immediately available for use in subsequent API calls.
|
|
3734
|
+
* The array length will always match the number of producers in the request.
|
|
3735
|
+
* Order is guaranteed to match the request's producer array order.
|
|
3330
3736
|
*
|
|
3331
3737
|
* @generated from field: repeated string producer_ids = 1;
|
|
3332
3738
|
*/
|
|
@@ -3383,9 +3789,9 @@ export type NewContact = Message<"producerflow.producer.v1.NewContact"> & {
|
|
|
3383
3789
|
/**
|
|
3384
3790
|
* Mailing address of the contact.
|
|
3385
3791
|
*
|
|
3386
|
-
* @generated from field: producerflow.producer.v1.
|
|
3792
|
+
* @generated from field: producerflow.producer.v1.Address address = 6;
|
|
3387
3793
|
*/
|
|
3388
|
-
address?:
|
|
3794
|
+
address?: Address;
|
|
3389
3795
|
/**
|
|
3390
3796
|
* Role or position of the contact within the agency.
|
|
3391
3797
|
* Required and must be non-empty.
|
|
@@ -3411,46 +3817,6 @@ export type NewContact = Message<"producerflow.producer.v1.NewContact"> & {
|
|
|
3411
3817
|
* Use `create(NewContactSchema)` to create a new message.
|
|
3412
3818
|
*/
|
|
3413
3819
|
export declare const NewContactSchema: GenMessage<NewContact>;
|
|
3414
|
-
/**
|
|
3415
|
-
* Address represents a mailing address for the contact.
|
|
3416
|
-
*
|
|
3417
|
-
* @generated from message producerflow.producer.v1.NewContact.Address
|
|
3418
|
-
*/
|
|
3419
|
-
export type NewContact_Address = Message<"producerflow.producer.v1.NewContact.Address"> & {
|
|
3420
|
-
/**
|
|
3421
|
-
* Street address of the contact.
|
|
3422
|
-
* Required and must be non-empty.
|
|
3423
|
-
*
|
|
3424
|
-
* @generated from field: string street = 1;
|
|
3425
|
-
*/
|
|
3426
|
-
street: string;
|
|
3427
|
-
/**
|
|
3428
|
-
* City of the contact.
|
|
3429
|
-
* Required and must be non-empty.
|
|
3430
|
-
*
|
|
3431
|
-
* @generated from field: string city = 2;
|
|
3432
|
-
*/
|
|
3433
|
-
city: string;
|
|
3434
|
-
/**
|
|
3435
|
-
* State of the contact's address.
|
|
3436
|
-
* Required and must be exactly 2 characters (state code).
|
|
3437
|
-
*
|
|
3438
|
-
* @generated from field: string state = 3;
|
|
3439
|
-
*/
|
|
3440
|
-
state: string;
|
|
3441
|
-
/**
|
|
3442
|
-
* Zip code of the contact's address.
|
|
3443
|
-
* Required and must be between 1 and 10 characters.
|
|
3444
|
-
*
|
|
3445
|
-
* @generated from field: string zip = 4;
|
|
3446
|
-
*/
|
|
3447
|
-
zip: string;
|
|
3448
|
-
};
|
|
3449
|
-
/**
|
|
3450
|
-
* Describes the message producerflow.producer.v1.NewContact.Address.
|
|
3451
|
-
* Use `create(NewContact_AddressSchema)` to create a new message.
|
|
3452
|
-
*/
|
|
3453
|
-
export declare const NewContact_AddressSchema: GenMessage<NewContact_Address>;
|
|
3454
3820
|
/**
|
|
3455
3821
|
* NewContactRequest is used to create a new contact and associate it with an agency.
|
|
3456
3822
|
*
|
|
@@ -3592,9 +3958,11 @@ export type Contact = Message<"producerflow.producer.v1.Contact"> & {
|
|
|
3592
3958
|
*/
|
|
3593
3959
|
role: string;
|
|
3594
3960
|
/**
|
|
3595
|
-
*
|
|
3961
|
+
* Mailing address of the contact.
|
|
3962
|
+
*
|
|
3963
|
+
* @generated from field: producerflow.producer.v1.Address address = 8;
|
|
3596
3964
|
*/
|
|
3597
|
-
address?:
|
|
3965
|
+
address?: Address;
|
|
3598
3966
|
/**
|
|
3599
3967
|
* National Producer Number (NPN) of the contact, if applicable.
|
|
3600
3968
|
*
|
|
@@ -3613,43 +3981,6 @@ export type Contact = Message<"producerflow.producer.v1.Contact"> & {
|
|
|
3613
3981
|
* Use `create(ContactSchema)` to create a new message.
|
|
3614
3982
|
*/
|
|
3615
3983
|
export declare const ContactSchema: GenMessage<Contact>;
|
|
3616
|
-
/**
|
|
3617
|
-
* Mailing address of the contact.
|
|
3618
|
-
* Address represents a mailing address for the contact.
|
|
3619
|
-
*
|
|
3620
|
-
* @generated from message producerflow.producer.v1.Contact.Address
|
|
3621
|
-
*/
|
|
3622
|
-
export type Contact_Address = Message<"producerflow.producer.v1.Contact.Address"> & {
|
|
3623
|
-
/**
|
|
3624
|
-
* Street address of the contact.
|
|
3625
|
-
*
|
|
3626
|
-
* @generated from field: string street = 1;
|
|
3627
|
-
*/
|
|
3628
|
-
street: string;
|
|
3629
|
-
/**
|
|
3630
|
-
* City of the contact.
|
|
3631
|
-
*
|
|
3632
|
-
* @generated from field: string city = 2;
|
|
3633
|
-
*/
|
|
3634
|
-
city: string;
|
|
3635
|
-
/**
|
|
3636
|
-
* State of the contact.
|
|
3637
|
-
*
|
|
3638
|
-
* @generated from field: string state = 3;
|
|
3639
|
-
*/
|
|
3640
|
-
state: string;
|
|
3641
|
-
/**
|
|
3642
|
-
* Zip code of the contact.
|
|
3643
|
-
*
|
|
3644
|
-
* @generated from field: string zip = 4;
|
|
3645
|
-
*/
|
|
3646
|
-
zip: string;
|
|
3647
|
-
};
|
|
3648
|
-
/**
|
|
3649
|
-
* Describes the message producerflow.producer.v1.Contact.Address.
|
|
3650
|
-
* Use `create(Contact_AddressSchema)` to create a new message.
|
|
3651
|
-
*/
|
|
3652
|
-
export declare const Contact_AddressSchema: GenMessage<Contact_Address>;
|
|
3653
3984
|
/**
|
|
3654
3985
|
* ListAgencyContactsRequest requests all contacts associated with an agency.
|
|
3655
3986
|
*
|
|
@@ -4074,68 +4405,92 @@ export type StopSyncAgencyWithNIPRResponse = Message<"producerflow.producer.v1.S
|
|
|
4074
4405
|
*/
|
|
4075
4406
|
export declare const StopSyncAgencyWithNIPRResponseSchema: GenMessage<StopSyncAgencyWithNIPRResponse>;
|
|
4076
4407
|
/**
|
|
4077
|
-
* AgencySummary
|
|
4078
|
-
*
|
|
4408
|
+
* AgencySummary provides essential agency information for list views and quick
|
|
4409
|
+
* reference.
|
|
4410
|
+
*
|
|
4411
|
+
* This message is optimized for displaying agencies in lists, tables, and
|
|
4412
|
+
* search results without the overhead of full NIPR data. It contains only the
|
|
4413
|
+
* most commonly needed fields for agency identification and basic contact
|
|
4414
|
+
* information.
|
|
4415
|
+
*
|
|
4416
|
+
* For complete agency information including NIPR data, licenses, appointments,
|
|
4417
|
+
* and associated producers, use the GetAgencyAndProducers RPC.
|
|
4079
4418
|
*
|
|
4080
4419
|
* @generated from message producerflow.producer.v1.AgencySummary
|
|
4081
4420
|
*/
|
|
4082
4421
|
export type AgencySummary = Message<"producerflow.producer.v1.AgencySummary"> & {
|
|
4083
4422
|
/**
|
|
4084
|
-
* Unique identifier for the agency.
|
|
4423
|
+
* Unique identifier for the agency (UUID format).
|
|
4424
|
+
* Use this ID to retrieve full agency details via GetAgencyAndProducers.
|
|
4085
4425
|
*
|
|
4086
4426
|
* @generated from field: string agency_id = 1;
|
|
4087
4427
|
*/
|
|
4088
4428
|
agencyId: string;
|
|
4089
4429
|
/**
|
|
4090
|
-
*
|
|
4430
|
+
* The official name of the agency.
|
|
4431
|
+
* This is typically the legal business name.
|
|
4091
4432
|
*
|
|
4092
4433
|
* @generated from field: string name = 2;
|
|
4093
4434
|
*/
|
|
4094
4435
|
name: string;
|
|
4095
4436
|
/**
|
|
4096
|
-
*
|
|
4437
|
+
* Primary email address for the agency.
|
|
4438
|
+
* Used for general communication and must be unique within the tenant.
|
|
4097
4439
|
*
|
|
4098
4440
|
* @generated from field: string email = 3;
|
|
4099
4441
|
*/
|
|
4100
4442
|
email: string;
|
|
4101
4443
|
/**
|
|
4102
|
-
*
|
|
4444
|
+
* Main phone number for the agency.
|
|
4445
|
+
* Format may vary but typically includes country code for international numbers.
|
|
4103
4446
|
*
|
|
4104
4447
|
* @generated from field: string phone = 4;
|
|
4105
4448
|
*/
|
|
4106
4449
|
phone: string;
|
|
4107
4450
|
/**
|
|
4108
|
-
*
|
|
4451
|
+
* National Producer Number (NPN) assigned by NIPR.
|
|
4452
|
+
* Only present for standard agencies (not sole proprietors).
|
|
4453
|
+
* Empty string if the agency doesn't have an NPN.
|
|
4109
4454
|
*
|
|
4110
4455
|
* @generated from field: string npn = 5;
|
|
4111
4456
|
*/
|
|
4112
4457
|
npn: string;
|
|
4113
4458
|
/**
|
|
4114
|
-
*
|
|
4459
|
+
* Federal Employer Identification Number (FEIN).
|
|
4460
|
+
* Nine-digit number assigned by the IRS for tax purposes.
|
|
4461
|
+
* May be empty for sole proprietors or agencies without FEIN.
|
|
4115
4462
|
*
|
|
4116
4463
|
* @generated from field: string fein = 6;
|
|
4117
4464
|
*/
|
|
4118
4465
|
fein: string;
|
|
4119
4466
|
/**
|
|
4120
4467
|
* Organization ID that the agency belongs to.
|
|
4468
|
+
* References organizations like aggregators or agency networks.
|
|
4469
|
+
* Optional field - null if the agency isn't part of an organization.
|
|
4121
4470
|
*
|
|
4122
4471
|
* @generated from field: optional string organization_id = 7;
|
|
4123
4472
|
*/
|
|
4124
4473
|
organizationId?: string;
|
|
4125
4474
|
/**
|
|
4126
|
-
*
|
|
4475
|
+
* Indicates whether this is an internal tenant agency.
|
|
4476
|
+
* True for agencies owned/operated by the tenant.
|
|
4477
|
+
* False for external/partner agencies.
|
|
4127
4478
|
*
|
|
4128
4479
|
* @generated from field: bool is_tenant_agency = 8;
|
|
4129
4480
|
*/
|
|
4130
4481
|
isTenantAgency: boolean;
|
|
4131
4482
|
/**
|
|
4132
|
-
*
|
|
4483
|
+
* Indicates whether this agency is a sole proprietor.
|
|
4484
|
+
* True: Individual producer operating as their own agency (ENTITY_TYPE_SOLE_PROPRIETOR).
|
|
4485
|
+
* False: Standard agency with multiple producers (ENTITY_TYPE_AGENCY).
|
|
4133
4486
|
*
|
|
4134
4487
|
* @generated from field: bool is_sole_proprietor = 9;
|
|
4135
4488
|
*/
|
|
4136
4489
|
isSoleProprietor: boolean;
|
|
4137
4490
|
/**
|
|
4138
|
-
*
|
|
4491
|
+
* Timestamp when the agency was created in the system.
|
|
4492
|
+
* Used for sorting agencies by creation date in list views.
|
|
4493
|
+
* Always in UTC timezone.
|
|
4139
4494
|
*
|
|
4140
4495
|
* @generated from field: google.protobuf.Timestamp created_at = 10;
|
|
4141
4496
|
*/
|
|
@@ -4147,50 +4502,73 @@ export type AgencySummary = Message<"producerflow.producer.v1.AgencySummary"> &
|
|
|
4147
4502
|
*/
|
|
4148
4503
|
export declare const AgencySummarySchema: GenMessage<AgencySummary>;
|
|
4149
4504
|
/**
|
|
4150
|
-
* ListAgenciesRequest
|
|
4151
|
-
*
|
|
4505
|
+
* ListAgenciesRequest enables flexible querying of agencies with multiple filter
|
|
4506
|
+
* options and pagination support.
|
|
4507
|
+
*
|
|
4508
|
+
* All filters are optional and can be combined for precise results. When multiple
|
|
4509
|
+
* filters are specified, they are applied with AND logic (agencies must match all
|
|
4510
|
+
* specified criteria).
|
|
4511
|
+
*
|
|
4512
|
+
* Example Use Cases:
|
|
4513
|
+
* - Get all agencies in an organization: set organization_id
|
|
4514
|
+
* - Search for an agency by name: set search_query
|
|
4515
|
+
* - Find failing NIPR syncs: set nipr_sync_statuses to [NIPR_SYNC_STATE_FAILING]
|
|
4516
|
+
* - Get sole proprietors only: set entity_type to ENTITY_TYPE_SOLE_PROPRIETOR
|
|
4517
|
+
* - Paginate through all agencies: use pagination with page_token
|
|
4152
4518
|
*
|
|
4153
4519
|
* @generated from message producerflow.producer.v1.ListAgenciesRequest
|
|
4154
4520
|
*/
|
|
4155
4521
|
export type ListAgenciesRequest = Message<"producerflow.producer.v1.ListAgenciesRequest"> & {
|
|
4156
4522
|
/**
|
|
4157
4523
|
* Optional. Filter agencies by organization ID.
|
|
4158
|
-
*
|
|
4524
|
+
* Only agencies belonging to this specific organization will be returned.
|
|
4525
|
+
* Must be a valid UUID if provided.
|
|
4526
|
+
* Use ListOrganizations to get valid organization IDs.
|
|
4159
4527
|
*
|
|
4160
4528
|
* @generated from field: optional string organization_id = 1;
|
|
4161
4529
|
*/
|
|
4162
4530
|
organizationId?: string;
|
|
4163
4531
|
/**
|
|
4164
|
-
* Optional.
|
|
4165
|
-
*
|
|
4532
|
+
* Optional. Free-text search across agency fields.
|
|
4533
|
+
* Searches in: agency name, NPN, and email address.
|
|
4534
|
+
* The search is case-insensitive and uses partial matching.
|
|
4535
|
+
* Example: "smith" will match "Smith Insurance Agency" and "john.smith@agency.com"
|
|
4166
4536
|
*
|
|
4167
4537
|
* @generated from field: optional string search_query = 2;
|
|
4168
4538
|
*/
|
|
4169
4539
|
searchQuery?: string;
|
|
4170
4540
|
/**
|
|
4171
|
-
* Optional. Pagination parameters.
|
|
4172
|
-
* If not provided, defaults to page_size=50.
|
|
4541
|
+
* Optional. Pagination parameters for controlling result set size and navigation.
|
|
4542
|
+
* If not provided, defaults to page_size=50 with no offset.
|
|
4543
|
+
* Maximum allowed page_size is 200; values above this will be capped.
|
|
4173
4544
|
*
|
|
4174
4545
|
* @generated from field: producerflow.producer.v1.Pagination pagination = 3;
|
|
4175
4546
|
*/
|
|
4176
4547
|
pagination?: Pagination;
|
|
4177
4548
|
/**
|
|
4178
|
-
* Optional. Filter by agency
|
|
4179
|
-
*
|
|
4549
|
+
* Optional. Filter by agency classification (internal vs external).
|
|
4550
|
+
* - AGENCY_TYPE_INTERNAL: Agencies owned/operated by the tenant
|
|
4551
|
+
* - AGENCY_TYPE_EXTERNAL: Partner or third-party agencies
|
|
4552
|
+
* If not specified, returns both internal and external agencies.
|
|
4180
4553
|
*
|
|
4181
4554
|
* @generated from field: optional producerflow.producer.v1.AgencyType agency_type = 4;
|
|
4182
4555
|
*/
|
|
4183
4556
|
agencyType?: AgencyType;
|
|
4184
4557
|
/**
|
|
4185
|
-
* Optional. Filter by entity
|
|
4186
|
-
*
|
|
4558
|
+
* Optional. Filter by business entity structure.
|
|
4559
|
+
* - ENTITY_TYPE_SOLE_PROPRIETOR: Individual producers as agencies
|
|
4560
|
+
* - ENTITY_TYPE_AGENCY: Standard multi-producer agencies
|
|
4561
|
+
* If not specified, returns both sole proprietors and standard agencies.
|
|
4187
4562
|
*
|
|
4188
4563
|
* @generated from field: optional producerflow.producer.v1.EntityType entity_type = 5;
|
|
4189
4564
|
*/
|
|
4190
4565
|
entityType?: EntityType;
|
|
4191
4566
|
/**
|
|
4192
|
-
* Optional. Filter by NIPR
|
|
4193
|
-
*
|
|
4567
|
+
* Optional. Filter by NIPR synchronization status.
|
|
4568
|
+
* Multiple statuses can be specified to match agencies in any of those states.
|
|
4569
|
+
* Useful for monitoring sync health and identifying agencies needing attention.
|
|
4570
|
+
* Valid values: ACTIVE, FAILING, PENDING, DISABLED
|
|
4571
|
+
* If empty, returns agencies in all sync states.
|
|
4194
4572
|
*
|
|
4195
4573
|
* @generated from field: repeated producerflow.producer.v1.NIPRSyncState nipr_sync_statuses = 6;
|
|
4196
4574
|
*/
|
|
@@ -4202,27 +4580,45 @@ export type ListAgenciesRequest = Message<"producerflow.producer.v1.ListAgencies
|
|
|
4202
4580
|
*/
|
|
4203
4581
|
export declare const ListAgenciesRequestSchema: GenMessage<ListAgenciesRequest>;
|
|
4204
4582
|
/**
|
|
4205
|
-
* ListAgenciesResponse
|
|
4583
|
+
* ListAgenciesResponse provides paginated agency results with metadata for
|
|
4584
|
+
* navigation and total counts.
|
|
4585
|
+
*
|
|
4586
|
+
* The response is optimized for UI display with summary data only. For complete
|
|
4587
|
+
* agency information including NIPR data, use GetAgencyAndProducers with the
|
|
4588
|
+
* agency_id from the summary.
|
|
4589
|
+
*
|
|
4590
|
+
* Pagination Notes:
|
|
4591
|
+
* - Results are always ordered by creation date (newest first)
|
|
4592
|
+
* - Page tokens are opaque and should not be constructed by clients
|
|
4593
|
+
* - Total count reflects all matching agencies, not just the current page
|
|
4594
|
+
* - Empty agencies list with total_count > 0 indicates you've paginated past the end
|
|
4206
4595
|
*
|
|
4207
4596
|
* @generated from message producerflow.producer.v1.ListAgenciesResponse
|
|
4208
4597
|
*/
|
|
4209
4598
|
export type ListAgenciesResponse = Message<"producerflow.producer.v1.ListAgenciesResponse"> & {
|
|
4210
4599
|
/**
|
|
4211
4600
|
* List of agency summaries matching the filter criteria.
|
|
4212
|
-
*
|
|
4601
|
+
* Ordered by creation date with the most recently created agencies first.
|
|
4602
|
+
* Will be empty if no agencies match the filters or if paginating past the last page.
|
|
4603
|
+
* Maximum of page_size agencies per response (default 50, max 200).
|
|
4213
4604
|
*
|
|
4214
4605
|
* @generated from field: repeated producerflow.producer.v1.AgencySummary agencies = 1;
|
|
4215
4606
|
*/
|
|
4216
4607
|
agencies: AgencySummary[];
|
|
4217
4608
|
/**
|
|
4218
|
-
*
|
|
4219
|
-
*
|
|
4609
|
+
* Pagination token for retrieving the next page of results.
|
|
4610
|
+
* Pass this value as page_token in the next request to continue pagination.
|
|
4611
|
+
* Empty string indicates this is the last page of results.
|
|
4612
|
+
* Tokens are opaque and their format may change; treat as black box.
|
|
4220
4613
|
*
|
|
4221
4614
|
* @generated from field: string next_page_token = 2;
|
|
4222
4615
|
*/
|
|
4223
4616
|
nextPageToken: string;
|
|
4224
4617
|
/**
|
|
4225
|
-
* Total number of agencies matching the filter criteria.
|
|
4618
|
+
* Total number of agencies matching the filter criteria across all pages.
|
|
4619
|
+
* This count is independent of pagination and represents the full result set.
|
|
4620
|
+
* Useful for displaying "Showing X-Y of Z agencies" in UIs.
|
|
4621
|
+
* Will be 0 if no agencies match the specified filters.
|
|
4226
4622
|
*
|
|
4227
4623
|
* @generated from field: int32 total_count = 3;
|
|
4228
4624
|
*/
|
|
@@ -4234,16 +4630,33 @@ export type ListAgenciesResponse = Message<"producerflow.producer.v1.ListAgencie
|
|
|
4234
4630
|
*/
|
|
4235
4631
|
export declare const ListAgenciesResponseSchema: GenMessage<ListAgenciesResponse>;
|
|
4236
4632
|
/**
|
|
4237
|
-
* ListOrganizationsRequest requests a list of all organizations associated with
|
|
4238
|
-
*
|
|
4239
|
-
*
|
|
4633
|
+
* ListOrganizationsRequest requests a list of all organizations associated with
|
|
4634
|
+
* the authenticated tenant.
|
|
4635
|
+
*
|
|
4636
|
+
* Organizations provide a way to group agencies into logical business units,
|
|
4637
|
+
* networks, or aggregator relationships. This endpoint returns all organizations
|
|
4638
|
+
* accessible to your tenant, which can be used to:
|
|
4639
|
+
* - Display organization hierarchies in user interfaces
|
|
4640
|
+
* - Filter agencies by organization
|
|
4641
|
+
* - Apply organization-specific business rules or workflows
|
|
4642
|
+
*
|
|
4643
|
+
* The response supports pagination for tenants with large numbers of organizations.
|
|
4240
4644
|
*
|
|
4241
4645
|
* @generated from message producerflow.producer.v1.ListOrganizationsRequest
|
|
4242
4646
|
*/
|
|
4243
4647
|
export type ListOrganizationsRequest = Message<"producerflow.producer.v1.ListOrganizationsRequest"> & {
|
|
4244
4648
|
/**
|
|
4245
|
-
* Optional
|
|
4246
|
-
*
|
|
4649
|
+
* Optional pagination parameters to control the result set.
|
|
4650
|
+
*
|
|
4651
|
+
* Pagination allows you to retrieve organizations in manageable chunks:
|
|
4652
|
+
* - page_size: Number of organizations to return (default: 50, max: 200)
|
|
4653
|
+
* - page_token: Token from previous response to get the next page
|
|
4654
|
+
*
|
|
4655
|
+
* Example usage:
|
|
4656
|
+
* - First request: page_size=100 (returns first 100 organizations)
|
|
4657
|
+
* - Subsequent requests: Use next_page_token from previous response
|
|
4658
|
+
*
|
|
4659
|
+
* If omitted, returns the first 50 organizations.
|
|
4247
4660
|
*
|
|
4248
4661
|
* @generated from field: producerflow.producer.v1.Pagination pagination = 1;
|
|
4249
4662
|
*/
|
|
@@ -4255,36 +4668,71 @@ export type ListOrganizationsRequest = Message<"producerflow.producer.v1.ListOrg
|
|
|
4255
4668
|
*/
|
|
4256
4669
|
export declare const ListOrganizationsRequestSchema: GenMessage<ListOrganizationsRequest>;
|
|
4257
4670
|
/**
|
|
4258
|
-
* Organization represents a logical grouping or hierarchical structure
|
|
4259
|
-
*
|
|
4260
|
-
*
|
|
4671
|
+
* Organization represents a logical grouping or hierarchical structure for managing agencies.
|
|
4672
|
+
*
|
|
4673
|
+
* Organizations enable better management of insurance distribution networks by grouping
|
|
4674
|
+
* agencies into meaningful business units. Common organization types include:
|
|
4675
|
+
* - Agency networks or clusters
|
|
4676
|
+
* - Aggregators
|
|
4677
|
+
* - Geographic regions or territories
|
|
4678
|
+
* - Franchise groups or corporate structures
|
|
4679
|
+
* - Market segments or product lines
|
|
4680
|
+
*
|
|
4261
4681
|
*
|
|
4262
4682
|
* @generated from message producerflow.producer.v1.Organization
|
|
4263
4683
|
*/
|
|
4264
4684
|
export type Organization = Message<"producerflow.producer.v1.Organization"> & {
|
|
4265
4685
|
/**
|
|
4266
|
-
* Unique identifier for the organization.
|
|
4267
|
-
*
|
|
4686
|
+
* Unique identifier for the organization (UUID format).
|
|
4687
|
+
*
|
|
4688
|
+
* This ID is system-generated and immutable. Use this ID to:
|
|
4689
|
+
* - Reference the organization in API calls (GetOrganization, agency creation)
|
|
4690
|
+
* - Establish relationships between organizations and agencies
|
|
4691
|
+
* - Track organization-level metrics and reporting
|
|
4692
|
+
*
|
|
4693
|
+
* Format: Standard UUID v4 (e.g., "123e4567-e89b-12d3-a456-426614174000")
|
|
4268
4694
|
*
|
|
4269
4695
|
* @generated from field: string id = 1;
|
|
4270
4696
|
*/
|
|
4271
4697
|
id: string;
|
|
4272
4698
|
/**
|
|
4273
4699
|
* Display name of the organization.
|
|
4274
|
-
*
|
|
4700
|
+
*
|
|
4701
|
+
* This is the human-readable name shown in user interfaces and reports.
|
|
4702
|
+
* Names must be unique within your tenant (case-insensitive comparison).
|
|
4703
|
+
*
|
|
4704
|
+
* Best Practices:
|
|
4705
|
+
* - Use clear, descriptive names that reflect the organization's purpose
|
|
4706
|
+
* - Include geographic or business unit identifiers when relevant
|
|
4707
|
+
* - Avoid special characters that may cause display issues
|
|
4708
|
+
*
|
|
4709
|
+
* Examples: "West Coast Network", "AgencyHero Aggregator", "Premium Partners Group"
|
|
4275
4710
|
*
|
|
4276
4711
|
* @generated from field: string name = 2;
|
|
4277
4712
|
*/
|
|
4278
4713
|
name: string;
|
|
4279
4714
|
/**
|
|
4280
4715
|
* External identifier for the organization.
|
|
4281
|
-
*
|
|
4716
|
+
*
|
|
4717
|
+
* This field maps the ProducerFlow organization to your internal system's
|
|
4718
|
+
* organization ID, enabling bi-directional synchronization and integration.
|
|
4719
|
+
*
|
|
4720
|
+
* Use Cases:
|
|
4721
|
+
* - Maintain references to your CRM or ERP system
|
|
4722
|
+
* - Enable data synchronization between systems
|
|
4723
|
+
* - Support migration from legacy systems
|
|
4724
|
+
*
|
|
4725
|
+
* This field is optional and can be any string format meaningful to your system.
|
|
4726
|
+
* Examples: "ORG-12345", "west-coast-001", UUID from your system
|
|
4282
4727
|
*
|
|
4283
4728
|
* @generated from field: string external_id = 3;
|
|
4284
4729
|
*/
|
|
4285
4730
|
externalId: string;
|
|
4286
4731
|
/**
|
|
4287
|
-
*
|
|
4732
|
+
* Primary contact email address for the organization.
|
|
4733
|
+
*
|
|
4734
|
+
* Optional field. If provided, must be a valid email format.
|
|
4735
|
+
* Example: "admin@westcoastnetwork.com"
|
|
4288
4736
|
*
|
|
4289
4737
|
* @generated from field: string email = 4;
|
|
4290
4738
|
*/
|
|
@@ -4296,31 +4744,61 @@ export type Organization = Message<"producerflow.producer.v1.Organization"> & {
|
|
|
4296
4744
|
*/
|
|
4297
4745
|
export declare const OrganizationSchema: GenMessage<Organization>;
|
|
4298
4746
|
/**
|
|
4299
|
-
* ListOrganizationsResponse contains the list of organizations
|
|
4300
|
-
*
|
|
4301
|
-
*
|
|
4747
|
+
* ListOrganizationsResponse contains the paginated list of organizations for the tenant.
|
|
4748
|
+
*
|
|
4749
|
+
* The response includes all organizations accessible to your authenticated tenant,
|
|
4750
|
+
* ordered alphabetically by name for consistent display. Empty results indicate
|
|
4751
|
+
* that your tenant either doesn't use organizational hierarchies or has no
|
|
4752
|
+
* organizations configured yet.
|
|
4753
|
+
*
|
|
4754
|
+
* Pagination is automatically applied to large result sets to ensure optimal
|
|
4755
|
+
* performance and reasonable response sizes.
|
|
4302
4756
|
*
|
|
4303
4757
|
* @generated from message producerflow.producer.v1.ListOrganizationsResponse
|
|
4304
4758
|
*/
|
|
4305
4759
|
export type ListOrganizationsResponse = Message<"producerflow.producer.v1.ListOrganizationsResponse"> & {
|
|
4306
4760
|
/**
|
|
4307
4761
|
* List of organizations associated with the tenant.
|
|
4308
|
-
*
|
|
4309
|
-
*
|
|
4310
|
-
*
|
|
4762
|
+
*
|
|
4763
|
+
* Each organization in the list includes:
|
|
4764
|
+
* - Unique identifier (id) for API operations
|
|
4765
|
+
* - Display name for user interfaces
|
|
4766
|
+
* - External ID for system integration
|
|
4767
|
+
* - Contact email (if configured)
|
|
4768
|
+
*
|
|
4769
|
+
* The list may be empty ([]) if:
|
|
4770
|
+
* - No organizations are configured for your tenant
|
|
4771
|
+
* - Your tenant doesn't use organizational hierarchies
|
|
4311
4772
|
*
|
|
4312
4773
|
* @generated from field: repeated producerflow.producer.v1.Organization organizations = 1;
|
|
4313
4774
|
*/
|
|
4314
4775
|
organizations: Organization[];
|
|
4315
4776
|
/**
|
|
4316
|
-
*
|
|
4317
|
-
*
|
|
4777
|
+
* Pagination token for retrieving the next page of results.
|
|
4778
|
+
*
|
|
4779
|
+
* When present, indicates more organizations are available. Pass this
|
|
4780
|
+
* token as the page_token in the next ListOrganizationsRequest to
|
|
4781
|
+
* retrieve the subsequent page.
|
|
4782
|
+
*
|
|
4783
|
+
* Empty string or omitted field indicates this is the last page.
|
|
4784
|
+
*
|
|
4785
|
+
* Important: Tokens are opaque and may expire. Don't store tokens
|
|
4786
|
+
* long-term; retrieve fresh data when needed.
|
|
4318
4787
|
*
|
|
4319
4788
|
* @generated from field: string next_page_token = 2;
|
|
4320
4789
|
*/
|
|
4321
4790
|
nextPageToken: string;
|
|
4322
4791
|
/**
|
|
4323
|
-
* Total
|
|
4792
|
+
* Total count of organizations matching the filter criteria.
|
|
4793
|
+
*
|
|
4794
|
+
* This count represents the total number of organizations available
|
|
4795
|
+
* to your tenant, regardless of pagination. Use this to:
|
|
4796
|
+
* - Display result counts in user interfaces ("Showing 1-50 of 237")
|
|
4797
|
+
* - Calculate the number of pages available
|
|
4798
|
+
* - Determine if pagination is needed
|
|
4799
|
+
*
|
|
4800
|
+
* The count remains consistent across paginated requests unless
|
|
4801
|
+
* organizations are added or removed between calls.
|
|
4324
4802
|
*
|
|
4325
4803
|
* @generated from field: int32 total_count = 3;
|
|
4326
4804
|
*/
|
|
@@ -4332,14 +4810,26 @@ export type ListOrganizationsResponse = Message<"producerflow.producer.v1.ListOr
|
|
|
4332
4810
|
*/
|
|
4333
4811
|
export declare const ListOrganizationsResponseSchema: GenMessage<ListOrganizationsResponse>;
|
|
4334
4812
|
/**
|
|
4335
|
-
* GetOrganizationRequest specifies which organization to retrieve.
|
|
4813
|
+
* GetOrganizationRequest specifies which organization to retrieve detailed information for.
|
|
4814
|
+
*
|
|
4815
|
+
* Use this request to fetch comprehensive details about a specific organization,
|
|
4816
|
+
* including all agencies assigned to it and their current status.
|
|
4336
4817
|
*
|
|
4337
4818
|
* @generated from message producerflow.producer.v1.GetOrganizationRequest
|
|
4338
4819
|
*/
|
|
4339
4820
|
export type GetOrganizationRequest = Message<"producerflow.producer.v1.GetOrganizationRequest"> & {
|
|
4340
4821
|
/**
|
|
4341
4822
|
* Unique identifier of the organization to retrieve.
|
|
4342
|
-
*
|
|
4823
|
+
*
|
|
4824
|
+
* This must be a valid UUID that was previously returned from:
|
|
4825
|
+
* - ListOrganizations response
|
|
4826
|
+
* - Agency creation response (when agency is assigned to an organization)
|
|
4827
|
+
* - Other API calls that reference organizations
|
|
4828
|
+
*
|
|
4829
|
+
* The organization must belong to your authenticated tenant; attempting
|
|
4830
|
+
* to access organizations from other tenants will result in a NOT_FOUND error.
|
|
4831
|
+
*
|
|
4832
|
+
* Format: Standard UUID v4 (e.g., "123e4567-e89b-12d3-a456-426614174000")
|
|
4343
4833
|
*
|
|
4344
4834
|
* @generated from field: string organization_id = 1;
|
|
4345
4835
|
*/
|
|
@@ -4351,13 +4841,13 @@ export type GetOrganizationRequest = Message<"producerflow.producer.v1.GetOrgani
|
|
|
4351
4841
|
*/
|
|
4352
4842
|
export declare const GetOrganizationRequestSchema: GenMessage<GetOrganizationRequest>;
|
|
4353
4843
|
/**
|
|
4354
|
-
* GetOrganizationResponse contains
|
|
4844
|
+
* GetOrganizationResponse contains details about the requested organization.
|
|
4355
4845
|
*
|
|
4356
4846
|
* @generated from message producerflow.producer.v1.GetOrganizationResponse
|
|
4357
4847
|
*/
|
|
4358
4848
|
export type GetOrganizationResponse = Message<"producerflow.producer.v1.GetOrganizationResponse"> & {
|
|
4359
4849
|
/**
|
|
4360
|
-
* The requested organization.
|
|
4850
|
+
* The requested organization with all available details.
|
|
4361
4851
|
*
|
|
4362
4852
|
* @generated from field: producerflow.producer.v1.Organization organization = 1;
|
|
4363
4853
|
*/
|
|
@@ -4368,6 +4858,56 @@ export type GetOrganizationResponse = Message<"producerflow.producer.v1.GetOrgan
|
|
|
4368
4858
|
* Use `create(GetOrganizationResponseSchema)` to create a new message.
|
|
4369
4859
|
*/
|
|
4370
4860
|
export declare const GetOrganizationResponseSchema: GenMessage<GetOrganizationResponse>;
|
|
4861
|
+
/**
|
|
4862
|
+
* CreateOrganizationRequest contains the information needed to create a new organization.
|
|
4863
|
+
*
|
|
4864
|
+
* @generated from message producerflow.producer.v1.CreateOrganizationRequest
|
|
4865
|
+
*/
|
|
4866
|
+
export type CreateOrganizationRequest = Message<"producerflow.producer.v1.CreateOrganizationRequest"> & {
|
|
4867
|
+
/**
|
|
4868
|
+
* Required. The display name of the organization.
|
|
4869
|
+
* Must be unique within the tenant.
|
|
4870
|
+
*
|
|
4871
|
+
* @generated from field: string name = 1;
|
|
4872
|
+
*/
|
|
4873
|
+
name: string;
|
|
4874
|
+
/**
|
|
4875
|
+
* Optional. The external identifier for the organization.
|
|
4876
|
+
* This is the identifier used by the tenant's system to identify the organization.
|
|
4877
|
+
*
|
|
4878
|
+
* @generated from field: string external_id = 2;
|
|
4879
|
+
*/
|
|
4880
|
+
externalId: string;
|
|
4881
|
+
/**
|
|
4882
|
+
* Optional. The contact email address for the organization.
|
|
4883
|
+
*
|
|
4884
|
+
* @generated from field: string email = 3;
|
|
4885
|
+
*/
|
|
4886
|
+
email: string;
|
|
4887
|
+
};
|
|
4888
|
+
/**
|
|
4889
|
+
* Describes the message producerflow.producer.v1.CreateOrganizationRequest.
|
|
4890
|
+
* Use `create(CreateOrganizationRequestSchema)` to create a new message.
|
|
4891
|
+
*/
|
|
4892
|
+
export declare const CreateOrganizationRequestSchema: GenMessage<CreateOrganizationRequest>;
|
|
4893
|
+
/**
|
|
4894
|
+
* CreateOrganizationResponse contains the result of creating a new organization.
|
|
4895
|
+
*
|
|
4896
|
+
* @generated from message producerflow.producer.v1.CreateOrganizationResponse
|
|
4897
|
+
*/
|
|
4898
|
+
export type CreateOrganizationResponse = Message<"producerflow.producer.v1.CreateOrganizationResponse"> & {
|
|
4899
|
+
/**
|
|
4900
|
+
* The unique identifier of the newly created organization.
|
|
4901
|
+
*
|
|
4902
|
+
* @generated from field: string organization_id = 1;
|
|
4903
|
+
*/
|
|
4904
|
+
organizationId: string;
|
|
4905
|
+
};
|
|
4906
|
+
/**
|
|
4907
|
+
* Describes the message producerflow.producer.v1.CreateOrganizationResponse.
|
|
4908
|
+
* Use `create(CreateOrganizationResponseSchema)` to create a new message.
|
|
4909
|
+
*/
|
|
4910
|
+
export declare const CreateOrganizationResponseSchema: GenMessage<CreateOrganizationResponse>;
|
|
4371
4911
|
/**
|
|
4372
4912
|
* CreateProducerUploadURLRequest contains information needed to generate
|
|
4373
4913
|
* a producer upload URL. This includes the agency NPN.
|
|
@@ -4776,34 +5316,58 @@ export type UnassignProducerFromLocationsResponse = Message<"producerflow.produc
|
|
|
4776
5316
|
*/
|
|
4777
5317
|
export declare const UnassignProducerFromLocationsResponseSchema: GenMessage<UnassignProducerFromLocationsResponse>;
|
|
4778
5318
|
/**
|
|
4779
|
-
* EntityType defines the business
|
|
5319
|
+
* EntityType defines the business structure of an agency.
|
|
5320
|
+
*
|
|
5321
|
+
* This determines important business rules around NPNs, producers, and
|
|
5322
|
+
* onboarding requirements.
|
|
4780
5323
|
*
|
|
4781
5324
|
* @generated from enum producerflow.producer.v1.EntityType
|
|
4782
5325
|
*/
|
|
4783
5326
|
export declare enum EntityType {
|
|
4784
5327
|
/**
|
|
4785
5328
|
* Default unspecified value. Do not use.
|
|
5329
|
+
* This value is invalid and will be rejected by the API.
|
|
4786
5330
|
*
|
|
4787
5331
|
* @generated from enum value: ENTITY_TYPE_UNSPECIFIED = 0;
|
|
4788
5332
|
*/
|
|
4789
5333
|
UNSPECIFIED = 0,
|
|
4790
5334
|
/**
|
|
4791
|
-
* An individual producer operating
|
|
4792
|
-
*
|
|
5335
|
+
* Sole proprietor: An individual insurance producer operating independently.
|
|
5336
|
+
*
|
|
5337
|
+
* Business Rules for Sole Proprietors:
|
|
5338
|
+
* - Cannot have a separate agency NPN (only the principal's NPN is used)
|
|
5339
|
+
* - Cannot have additional producers beyond the principal
|
|
5340
|
+
* - The principal producer IS the agency
|
|
5341
|
+
* - FEIN is optional
|
|
5342
|
+
*
|
|
5343
|
+
* Use this type for independent agents who operate alone.
|
|
4793
5344
|
*
|
|
4794
5345
|
* @generated from enum value: ENTITY_TYPE_SOLE_PROPRIETOR = 1;
|
|
4795
5346
|
*/
|
|
4796
5347
|
SOLE_PROPRIETOR = 1,
|
|
4797
5348
|
/**
|
|
4798
|
-
*
|
|
4799
|
-
*
|
|
5349
|
+
* Standard insurance agency: A business entity with multiple producers.
|
|
5350
|
+
*
|
|
5351
|
+
* Business Rules for Agencies:
|
|
5352
|
+
* - Must provide either an agency NPN or FEIN (or both)
|
|
5353
|
+
* - Can have multiple producers in addition to the principal
|
|
5354
|
+
* - The agency is a separate legal entity from its producers
|
|
5355
|
+
* - Typically has business structure (LLC, Corporation, Partnership, etc.)
|
|
5356
|
+
*
|
|
5357
|
+
* Use this type for traditional insurance agencies with multiple agents.
|
|
4800
5358
|
*
|
|
4801
5359
|
* @generated from enum value: ENTITY_TYPE_AGENCY = 2;
|
|
4802
5360
|
*/
|
|
4803
5361
|
AGENCY = 2,
|
|
4804
5362
|
/**
|
|
4805
|
-
*
|
|
4806
|
-
*
|
|
5363
|
+
* Dynamic determination: Let the user select during onboarding.
|
|
5364
|
+
*
|
|
5365
|
+
* Use this value only when generating onboarding URLs and you don't know
|
|
5366
|
+
* the entity type in advance. The onboarding form will present both options
|
|
5367
|
+
* and let the user choose.
|
|
5368
|
+
*
|
|
5369
|
+
* This value is ONLY valid for CreateAgencyOnboardingURL and will be rejected
|
|
5370
|
+
* by NewAgency and other direct creation endpoints.
|
|
4807
5371
|
*
|
|
4808
5372
|
* @generated from enum value: ENTITY_TYPE_ASK_DURING_ONBOARDING = 3;
|
|
4809
5373
|
*/
|
|
@@ -4884,26 +5448,73 @@ export declare enum NIPRSyncState {
|
|
|
4884
5448
|
*/
|
|
4885
5449
|
export declare const NIPRSyncStateSchema: GenEnum<NIPRSyncState>;
|
|
4886
5450
|
/**
|
|
4887
|
-
* ProducerService provides a comprehensive API for managing insurance
|
|
4888
|
-
* and agencies
|
|
4889
|
-
*
|
|
5451
|
+
* ProducerService provides a comprehensive API for managing insurance
|
|
5452
|
+
* producers and agencies. This service simplifies producer and agency
|
|
5453
|
+
* onboarding, data synchronization, and integration with the National Insurance
|
|
5454
|
+
* Producer Registry (NIPR).
|
|
5455
|
+
*
|
|
5456
|
+
* Key capabilities:
|
|
5457
|
+
* - Producer and agency onboarding with self-service URLs
|
|
5458
|
+
* - Automatic synchronization of license, appointment, and regulatory data from NIPR
|
|
5459
|
+
* - NPN (National Producer Number) validation and lookup
|
|
5460
|
+
* - Multi-location management for agencies
|
|
5461
|
+
* - Integration with NIPR PDB Gateway, PDB Alerts, and NPN Lookup services
|
|
5462
|
+
*
|
|
5463
|
+
* NIPR Integration:
|
|
5464
|
+
* This service automatically fetches and maintains up-to-date licensing
|
|
5465
|
+
* information, carrier appointments, and regulatory actions from NIPR. Most
|
|
5466
|
+
* NIPR sync operations are billable and count against your monthly unique NPN
|
|
5467
|
+
* quota. Enable PDB Alerts synchronization to receive automatic daily updates
|
|
5468
|
+
* and reduce manual sync costs.
|
|
4890
5469
|
*
|
|
4891
|
-
*
|
|
4892
|
-
*
|
|
4893
|
-
* Production: https://api.producerflow.com
|
|
5470
|
+
* Authentication:
|
|
5471
|
+
* All endpoints require API key authentication provided via the Authorization header.
|
|
4894
5472
|
*
|
|
4895
|
-
*
|
|
5473
|
+
* Onboarding Operations
|
|
5474
|
+
* Generate self-service URLs and create agencies/producers with NIPR validation.
|
|
4896
5475
|
*
|
|
4897
5476
|
* @generated from service producerflow.producer.v1.ProducerService
|
|
4898
5477
|
*/
|
|
4899
5478
|
export declare const ProducerService: GenService<{
|
|
4900
5479
|
/**
|
|
4901
|
-
* CreateAgencyOnboardingURL generates a
|
|
4902
|
-
*
|
|
4903
|
-
*
|
|
4904
|
-
*
|
|
4905
|
-
*
|
|
4906
|
-
*
|
|
5480
|
+
* CreateAgencyOnboardingURL generates a secure, pre-filled URL for agency
|
|
5481
|
+
* self-onboarding.
|
|
5482
|
+
*
|
|
5483
|
+
* Use this endpoint to create personalized onboarding links that can be
|
|
5484
|
+
* shared with agencies. The URL encodes agency defaults, tenant context, and
|
|
5485
|
+
* optional pre-filled information to streamline the onboarding experience.
|
|
5486
|
+
*
|
|
5487
|
+
* All fields in the request are optional. Provide as much or as little
|
|
5488
|
+
* information as available - any missing data will be collected through the
|
|
5489
|
+
* onboarding flow.
|
|
5490
|
+
*
|
|
5491
|
+
* Typical Workflow:
|
|
5492
|
+
* 1. Generate onboarding URL with optional pre-filled data (agency name, NPN,
|
|
5493
|
+
* principal info)
|
|
5494
|
+
* 2. Share URL with agency contact via email or portal
|
|
5495
|
+
* 3. Agency completes onboarding form through the URL
|
|
5496
|
+
* 4. System validates NPN with NIPR and creates agency record
|
|
5497
|
+
* 5. Optionally sync with NIPR to fetch licenses and appointments
|
|
5498
|
+
*
|
|
5499
|
+
* Validation Rules:
|
|
5500
|
+
* All fields in the request are optional. The system generates valid URLs
|
|
5501
|
+
* even with an empty request. When fields are provided:
|
|
5502
|
+
* - entity_type: Must be ENTITY_TYPE_SOLE_PROPRIETOR (1), ENTITY_TYPE_AGENCY (2),
|
|
5503
|
+
* or ENTITY_TYPE_ASK_DURING_ONBOARDING (3). This is the only endpoint where
|
|
5504
|
+
* ENTITY_TYPE_ASK_DURING_ONBOARDING is valid.
|
|
5505
|
+
* - email: Must be a valid email format if provided
|
|
5506
|
+
* - npn: Must be a valid NPN format (2-10 digits) if provided. Note that NPN
|
|
5507
|
+
* validation against NIPR occurs during onboarding, not during URL generation.
|
|
5508
|
+
* - fein: Must be exactly 9 digits if provided
|
|
5509
|
+
* - organization_id: Must be a valid organization ID belonging to your tenant if provided
|
|
5510
|
+
* - principal.email: Must be a valid email format if provided
|
|
5511
|
+
* - principal.npn: Must be a valid NPN format (2-10 digits) if provided
|
|
5512
|
+
* - principal.tenant_id: Maximum 255 characters if provided
|
|
5513
|
+
*
|
|
5514
|
+
* Returns:
|
|
5515
|
+
* A time-limited URL string that can be shared with the agency for
|
|
5516
|
+
* self-service onboarding.
|
|
5517
|
+
*
|
|
4907
5518
|
*
|
|
4908
5519
|
* @generated from rpc producerflow.producer.v1.ProducerService.CreateAgencyOnboardingURL
|
|
4909
5520
|
*/
|
|
@@ -4913,10 +5524,43 @@ export declare const ProducerService: GenService<{
|
|
|
4913
5524
|
output: typeof CreateAgencyOnboardingURLResponseSchema;
|
|
4914
5525
|
};
|
|
4915
5526
|
/**
|
|
4916
|
-
* CreateProducerOnboardingURL generates a secure,
|
|
4917
|
-
*
|
|
4918
|
-
*
|
|
4919
|
-
*
|
|
5527
|
+
* CreateProducerOnboardingURL generates a secure, pre-filled URL for producer
|
|
5528
|
+
* self-onboarding.
|
|
5529
|
+
*
|
|
5530
|
+
* Use this endpoint to create personalized onboarding links for individual
|
|
5531
|
+
* producers joining an existing agency. The URL can include optional
|
|
5532
|
+
* pre-filled data like NPN, name, email, and address to reduce manual data
|
|
5533
|
+
* entry.
|
|
5534
|
+
*
|
|
5535
|
+
* The producer must be associated with an existing agency. Use
|
|
5536
|
+
* CreateAgencyOnboardingURL if you need to onboard an agency and its
|
|
5537
|
+
* principal together.
|
|
5538
|
+
*
|
|
5539
|
+
* Typical Workflow:
|
|
5540
|
+
* 1. Generate producer onboarding URL with agency_id and optional pre-filled data
|
|
5541
|
+
* 2. Share URL with producer via email
|
|
5542
|
+
* 3. Producer completes onboarding form through the URL
|
|
5543
|
+
* 4. System validates NPN with NIPR and associates producer with agency
|
|
5544
|
+
* 5. Optionally sync with NIPR to fetch producer licenses and appointments
|
|
5545
|
+
*
|
|
5546
|
+
* Validation Rules:
|
|
5547
|
+
* - agency_id: Required. must be a valid UUID of an agency belonging
|
|
5548
|
+
* to your tenant.
|
|
5549
|
+
* - producer_data: All fields are optional. When provided:
|
|
5550
|
+
* - npn: Must be a valid NPN format (1-10 characters). Note that NPN validation
|
|
5551
|
+
* against NIPR occurs during onboarding, not during URL generation.
|
|
5552
|
+
* - email: Must be a valid email format if provided
|
|
5553
|
+
* - mailing_address.state: Must be exactly 2 characters (state code) if provided
|
|
5554
|
+
* - mailing_address.zip: Must be 1-10 characters if provided
|
|
5555
|
+
*
|
|
5556
|
+
* Returns:
|
|
5557
|
+
* A time-limited URL string that can be shared with the producer for
|
|
5558
|
+
* self-service onboarding.
|
|
5559
|
+
*
|
|
5560
|
+
* Common Error Codes:
|
|
5561
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
5562
|
+
* - INVALID_ARGUMENT: Invalid NPN provided (not found in NIPR)
|
|
5563
|
+
*
|
|
4920
5564
|
*
|
|
4921
5565
|
* @generated from rpc producerflow.producer.v1.ProducerService.CreateProducerOnboardingURL
|
|
4922
5566
|
*/
|
|
@@ -4926,7 +5570,88 @@ export declare const ProducerService: GenService<{
|
|
|
4926
5570
|
output: typeof CreateProducerOnboardingURLResponseSchema;
|
|
4927
5571
|
};
|
|
4928
5572
|
/**
|
|
4929
|
-
* NewAgency creates a new agency
|
|
5573
|
+
* NewAgency creates a new agency with principal and optional additional producers.
|
|
5574
|
+
*
|
|
5575
|
+
* This is the programmatic alternative to CreateAgencyOnboardingURL - use
|
|
5576
|
+
* this when you want to create agencies directly via API instead of through a
|
|
5577
|
+
* self-service form.
|
|
5578
|
+
*
|
|
5579
|
+
* Entity Type Rules:
|
|
5580
|
+
* - ENTITY_TYPE_SOLE_PROPRIETOR: Individual producer operating as their own agency.
|
|
5581
|
+
* Cannot have an agency NPN. Only the principal is created.
|
|
5582
|
+
* - ENTITY_TYPE_AGENCY: Standard insurance agency with multiple producers.
|
|
5583
|
+
* Must provide either an NPN or FEIN. Can have multiple producers beyond the principal.
|
|
5584
|
+
*
|
|
5585
|
+
* NIPR Validation and Sync:
|
|
5586
|
+
* The system performs free NIPR API lookups to validate NPNs before
|
|
5587
|
+
* creation. If sync_with_nipr is true (or tenant default), the system
|
|
5588
|
+
* performs paid NIPR EntityInfo lookups to fetch complete license, appointment,
|
|
5589
|
+
* and regulatory data.
|
|
5590
|
+
*
|
|
5591
|
+
* Validation Performed:
|
|
5592
|
+
* - Required fields are present and valid
|
|
5593
|
+
* - Email addresses are unique within tenant
|
|
5594
|
+
* - Agency NPN exists in NIPR (if provided)
|
|
5595
|
+
* - Principal NPN exists in NIPR
|
|
5596
|
+
* - Entity type rules are followed
|
|
5597
|
+
* - Principal and subsequent producers last names must match NIPR records for the given NPN
|
|
5598
|
+
*
|
|
5599
|
+
* Validation Rules:
|
|
5600
|
+
* Proto validation (format checks):
|
|
5601
|
+
* - agency: Required field containing all agency information
|
|
5602
|
+
* - agency.name: Required, must be non-empty
|
|
5603
|
+
* - agency.email: Required, must be a valid email format
|
|
5604
|
+
* - agency.phone: Optional, if provided must match E.164 pattern (e.g., +15551234567)
|
|
5605
|
+
* - agency.entity_type: Required, must be ENTITY_TYPE_SOLE_PROPRIETOR (1) or
|
|
5606
|
+
* ENTITY_TYPE_AGENCY (2). ENTITY_TYPE_ASK_DURING_ONBOARDING is NOT valid here.
|
|
5607
|
+
* - agency.fein: Optional, if provided must be exactly 9 digits. Required for
|
|
5608
|
+
* ENTITY_TYPE_AGENCY if NPN is not provided.
|
|
5609
|
+
* - agency.principal: Required, contains principal producer information
|
|
5610
|
+
* - principal.first_name: Required, must be non-empty
|
|
5611
|
+
* - principal.last_name: Required, must be non-empty
|
|
5612
|
+
* - principal.email: Required, must be a valid email format
|
|
5613
|
+
* - principal.npn: Required, must be 1-10 characters
|
|
5614
|
+
* - principal.phone: Optional, if provided must match E.164 pattern
|
|
5615
|
+
* - principal.tenant_id: Optional, maximum 255 characters
|
|
5616
|
+
* - agency.bank_account (optional, if provided all subfields are required):
|
|
5617
|
+
* - account_number: 8-17 characters
|
|
5618
|
+
* - routing_number: Exactly 9 characters
|
|
5619
|
+
* - account_type: Required, must be CHECKING (1) or SAVINGS (2)
|
|
5620
|
+
* - account_holder_name: Required, must be non-empty
|
|
5621
|
+
* - agency.eo_info (optional, if provided):
|
|
5622
|
+
* - carrier: Required, must be non-empty
|
|
5623
|
+
* - expiration_date: Required, must be in the future
|
|
5624
|
+
* - coverage_amount: Required, must be non-empty
|
|
5625
|
+
* - effective_date: Required
|
|
5626
|
+
* - per_occurrence: Required, must be non-empty
|
|
5627
|
+
* - agency.business_hours (optional, if provided):
|
|
5628
|
+
* - timezone: Required, must be non-empty
|
|
5629
|
+
* - business_hours: Required, at least one entry
|
|
5630
|
+
* - week_days: Required, 1-7 days
|
|
5631
|
+
* - opening_time: Required
|
|
5632
|
+
* - closing_time: Required
|
|
5633
|
+
* - agency.producers: Optional list of additional producers (see NewProducer validation)
|
|
5634
|
+
* - agency.points_of_contact (optional, for each contact):
|
|
5635
|
+
* - email: Required, must be a valid email format
|
|
5636
|
+
* - role: Required
|
|
5637
|
+
* - agency.root_organization_id: Optional, if provided must be 1-36 characters
|
|
5638
|
+
* - agency.locations: Optional, maximum 100 locations
|
|
5639
|
+
*
|
|
5640
|
+
* Business logic validation:
|
|
5641
|
+
* - agency.email: Must be unique within the tenant
|
|
5642
|
+
* - agency.npn: If provided, must exist in NIPR (validated via free NIPR lookup)
|
|
5643
|
+
* - principal.email: Must be unique within the tenant
|
|
5644
|
+
* - principal.npn: Must exist in NIPR (validated via free NIPR lookup)
|
|
5645
|
+
* - All producer emails must be unique within the tenant
|
|
5646
|
+
*
|
|
5647
|
+
* Returns:
|
|
5648
|
+
* IDs of the created agency, principal, optional producers, and locations (if provided).
|
|
5649
|
+
*
|
|
5650
|
+
* Common Error Codes:
|
|
5651
|
+
* - INVALID_ARGUMENT: Missing required fields, entity type rule violations, or
|
|
5652
|
+
* NPN not found in NIPR
|
|
5653
|
+
* - ALREADY_EXISTS: Email or NPN already registered in your tenant
|
|
5654
|
+
*
|
|
4930
5655
|
*
|
|
4931
5656
|
* @generated from rpc producerflow.producer.v1.ProducerService.NewAgency
|
|
4932
5657
|
*/
|
|
@@ -4936,8 +5661,41 @@ export declare const ProducerService: GenService<{
|
|
|
4936
5661
|
output: typeof NewAgencyResponseSchema;
|
|
4937
5662
|
};
|
|
4938
5663
|
/**
|
|
4939
|
-
* ListAgencies
|
|
4940
|
-
*
|
|
5664
|
+
* ListAgencies retrieves a paginated list of agencies associated with the tenant.
|
|
5665
|
+
*
|
|
5666
|
+
* This endpoint provides comprehensive agency listing with powerful filtering
|
|
5667
|
+
* capabilities to efficiently manage and search through large numbers of
|
|
5668
|
+
* agencies. Each agency in the response includes summary information for
|
|
5669
|
+
* quick overview without the full NIPR data.
|
|
5670
|
+
*
|
|
5671
|
+
* Filtering Capabilities:
|
|
5672
|
+
* - Organization: Filter agencies belonging to a specific organization
|
|
5673
|
+
* - Search: Free-text search across agency name, NPN, and email
|
|
5674
|
+
* - Agency Type: Filter by internal (tenant) vs external agencies
|
|
5675
|
+
* - Entity Type: Filter by sole proprietor vs standard agency
|
|
5676
|
+
* - NIPR Sync Status: Filter by synchronization state (active, failing, pending, disabled)
|
|
5677
|
+
*
|
|
5678
|
+
* The response uses cursor-based pagination for efficient data retrieval:
|
|
5679
|
+
* - Default page size is 50 if not specified
|
|
5680
|
+
* - Maximum page size is 200
|
|
5681
|
+
* - Results are ordered by creation date, most recent first
|
|
5682
|
+
* - Use the next_page_token to retrieve subsequent pages
|
|
5683
|
+
*
|
|
5684
|
+
* Validation Rules:
|
|
5685
|
+
* All fields are optional filters:
|
|
5686
|
+
* - organization_id: If provided, must be a valid UUID format
|
|
5687
|
+
* - search_query: Optional free-text search string (case-insensitive, partial matching)
|
|
5688
|
+
* - pagination.page_size: Must be <= 200. Default is 50 if not specified.
|
|
5689
|
+
* - pagination.page_token: Opaque token from previous response for pagination
|
|
5690
|
+
* - agency_type: If provided, must be AGENCY_TYPE_INTERNAL (1) or AGENCY_TYPE_EXTERNAL (2)
|
|
5691
|
+
* - entity_type: If provided, must be ENTITY_TYPE_SOLE_PROPRIETOR (1) or ENTITY_TYPE_AGENCY (2)
|
|
5692
|
+
* - nipr_sync_statuses: Array of sync states to filter by (ACTIVE, FAILING, PENDING, DISABLED)
|
|
5693
|
+
*
|
|
5694
|
+
* Returns:
|
|
5695
|
+
* A paginated list of AgencySummary objects containing essential agency
|
|
5696
|
+
* information without full NIPR data. Use GetAgencyAndProducers for complete
|
|
5697
|
+
* agency details including NIPR data.
|
|
5698
|
+
*
|
|
4941
5699
|
*
|
|
4942
5700
|
* @generated from rpc producerflow.producer.v1.ProducerService.ListAgencies
|
|
4943
5701
|
*/
|
|
@@ -4947,9 +5705,28 @@ export declare const ProducerService: GenService<{
|
|
|
4947
5705
|
output: typeof ListAgenciesResponseSchema;
|
|
4948
5706
|
};
|
|
4949
5707
|
/**
|
|
4950
|
-
* ListOrganizations
|
|
4951
|
-
*
|
|
4952
|
-
*
|
|
5708
|
+
* ListOrganizations retrieves all organizations accessible to your tenant.
|
|
5709
|
+
*
|
|
5710
|
+
* Organizations represent logical groupings or hierarchical structures for
|
|
5711
|
+
* managing agencies. They enable better organization of agencies into business
|
|
5712
|
+
* units, networks, or aggregator relationships. Each
|
|
5713
|
+
* organization can contain multiple agencies, allowing for hierarchical
|
|
5714
|
+
* management and reporting across your insurance distribution network.
|
|
5715
|
+
*
|
|
5716
|
+
* Not all tenants use organizations - this list may be empty if your tenant
|
|
5717
|
+
* doesn't have organizational hierarchies enabled.
|
|
5718
|
+
*
|
|
5719
|
+
* Validation Rules:
|
|
5720
|
+
* Proto validation (format checks):
|
|
5721
|
+
* All fields are optional:
|
|
5722
|
+
* - pagination.page_size: Must be <= 200. Default is 50 if not specified.
|
|
5723
|
+
* - pagination.page_token: Opaque token from previous response for pagination
|
|
5724
|
+
*
|
|
5725
|
+
* Returns:
|
|
5726
|
+
* A list of all organizations accessible to your tenant, including their IDs,
|
|
5727
|
+
* names and external identifiers. Organizations are
|
|
5728
|
+
* returned in alphabetical order by name for consistent presentation.
|
|
5729
|
+
*
|
|
4953
5730
|
*
|
|
4954
5731
|
* @generated from rpc producerflow.producer.v1.ProducerService.ListOrganizations
|
|
4955
5732
|
*/
|
|
@@ -4959,8 +5736,25 @@ export declare const ProducerService: GenService<{
|
|
|
4959
5736
|
output: typeof ListOrganizationsResponseSchema;
|
|
4960
5737
|
};
|
|
4961
5738
|
/**
|
|
4962
|
-
* GetOrganization retrieves details
|
|
4963
|
-
*
|
|
5739
|
+
* GetOrganization retrieves comprehensive details about a specific organization.
|
|
5740
|
+
*
|
|
5741
|
+
* This endpoint returns complete organization information including all
|
|
5742
|
+
* agencies assigned to it. For each agency, it provides summary data including
|
|
5743
|
+
* appointment overview statistics and NIPR synchronization status. This allows
|
|
5744
|
+
* you to understand the full scope of an organization's agency network in a
|
|
5745
|
+
* single API call.
|
|
5746
|
+
*
|
|
5747
|
+
* Validation Rules:
|
|
5748
|
+
* Proto validation (format checks):
|
|
5749
|
+
* - organization_id: Required, must be a valid UUID format
|
|
5750
|
+
*
|
|
5751
|
+
* Returns:
|
|
5752
|
+
* Complete organization details including all assigned agencies with their
|
|
5753
|
+
* appointment overviews and sync statuses.
|
|
5754
|
+
*
|
|
5755
|
+
* Common Error Codes:
|
|
5756
|
+
* - NOT_FOUND: Organization doesn't exist or doesn't belong to tenant
|
|
5757
|
+
*
|
|
4964
5758
|
*
|
|
4965
5759
|
* @generated from rpc producerflow.producer.v1.ProducerService.GetOrganization
|
|
4966
5760
|
*/
|
|
@@ -4970,9 +5764,88 @@ export declare const ProducerService: GenService<{
|
|
|
4970
5764
|
output: typeof GetOrganizationResponseSchema;
|
|
4971
5765
|
};
|
|
4972
5766
|
/**
|
|
4973
|
-
*
|
|
4974
|
-
*
|
|
4975
|
-
*
|
|
5767
|
+
* CreateOrganization creates a new organization for the authenticated tenant.
|
|
5768
|
+
*
|
|
5769
|
+
* Organizations are top-level groupings used to organize agencies within your
|
|
5770
|
+
* tenant. They can represent business units, regions, or any logical grouping
|
|
5771
|
+
* that makes sense for your operations.
|
|
5772
|
+
*
|
|
5773
|
+
* Validation Rules:
|
|
5774
|
+
* Proto validation (format checks):
|
|
5775
|
+
* - name: Required, must be non-empty
|
|
5776
|
+
* - external_id: Optional, your system's identifier for the organization
|
|
5777
|
+
* - email: Optional, contact email for the organization
|
|
5778
|
+
*
|
|
5779
|
+
* Business logic validation:
|
|
5780
|
+
* - name: Must be unique within the tenant (case-insensitive)
|
|
5781
|
+
*
|
|
5782
|
+
* Returns:
|
|
5783
|
+
* The UUID of the newly created organization, which can be used to assign
|
|
5784
|
+
* agencies to this organization.
|
|
5785
|
+
*
|
|
5786
|
+
* Common Error Codes:
|
|
5787
|
+
* - ALREADY_EXISTS: Organization with the same name already exists in tenant
|
|
5788
|
+
*
|
|
5789
|
+
*
|
|
5790
|
+
* @generated from rpc producerflow.producer.v1.ProducerService.CreateOrganization
|
|
5791
|
+
*/
|
|
5792
|
+
createOrganization: {
|
|
5793
|
+
methodKind: "unary";
|
|
5794
|
+
input: typeof CreateOrganizationRequestSchema;
|
|
5795
|
+
output: typeof CreateOrganizationResponseSchema;
|
|
5796
|
+
};
|
|
5797
|
+
/**
|
|
5798
|
+
* NewProducer adds a single producer to an existing agency.
|
|
5799
|
+
*
|
|
5800
|
+
* Use this endpoint to programmatically add producers to agencies. This is
|
|
5801
|
+
* the programmatic alternative to CreateProducerOnboardingURL.
|
|
5802
|
+
*
|
|
5803
|
+
* NIPR Validation and Sync:
|
|
5804
|
+
* The system validates the provided NPN exists in NIPR using a free API
|
|
5805
|
+
* lookup. If sync_with_nipr is enabled, the system performs a paid NIPR
|
|
5806
|
+
* EntityInfo lookup to fetch complete license, appointment, and regulatory
|
|
5807
|
+
* data.
|
|
5808
|
+
*
|
|
5809
|
+
* Validation Performed:
|
|
5810
|
+
* - Email is unique within tenant
|
|
5811
|
+
* - Agency exists and belongs to tenant
|
|
5812
|
+
* - NPN exists in NIPR
|
|
5813
|
+
* - Location IDs exist and belong to the agency (if provided)
|
|
5814
|
+
*
|
|
5815
|
+
* Validation Rules:
|
|
5816
|
+
* Proto validation (format checks):
|
|
5817
|
+
* - agency_id: Required, must be a valid UUID format
|
|
5818
|
+
* - producer: Required, contains producer information
|
|
5819
|
+
* - first_name: Required, must be non-empty
|
|
5820
|
+
* - last_name: Required, must be non-empty
|
|
5821
|
+
* - email: Required, must be a valid email format
|
|
5822
|
+
* - npn: Required, used for NIPR validation
|
|
5823
|
+
* - phone: Optional, if provided must match E.164 pattern (e.g., +15551234567)
|
|
5824
|
+
* - mailing_address (optional, if provided):
|
|
5825
|
+
* - street: Required, must be non-empty
|
|
5826
|
+
* - city: Required, must be non-empty
|
|
5827
|
+
* - state: Required, must be exactly 2 characters (state code)
|
|
5828
|
+
* - zip: Required, must be 1-10 characters
|
|
5829
|
+
* - tenant_id: Optional, maximum 255 characters (external identifier)
|
|
5830
|
+
* - location_ids: Optional, maximum 100 items, each must be a valid UUID
|
|
5831
|
+
* - sync_with_nipr: Optional, overrides tenant default NIPR sync setting
|
|
5832
|
+
*
|
|
5833
|
+
* Business logic validation:
|
|
5834
|
+
* - agency_id: Agency must exist and belong to the authenticated tenant
|
|
5835
|
+
* - email: Must be unique within the tenant (not already used by another producer or contact)
|
|
5836
|
+
* - npn: Must exist in NIPR and the provided last name must match the NIPR records
|
|
5837
|
+
* - npn: Must be unique within the tenant (not already assigned to another producer)
|
|
5838
|
+
* - location_ids: All locations must exist and belong to the specified agency
|
|
5839
|
+
*
|
|
5840
|
+
* Returns:
|
|
5841
|
+
* The UUID of the created producer.
|
|
5842
|
+
*
|
|
5843
|
+
* Common Error Codes:
|
|
5844
|
+
* - NOT_FOUND: Agency doesn't exist or producer NPN not found in NIPR
|
|
5845
|
+
* - ALREADY_EXISTS: Producer with email or NPN already exists in tenant
|
|
5846
|
+
* - INVALID_ARGUMENT: Producer NPN is required (when NPN validation is enabled)
|
|
5847
|
+
* - FAILED_PRECONDITION: Producer name does not match NIPR records for the provided NPN
|
|
5848
|
+
*
|
|
4976
5849
|
*
|
|
4977
5850
|
* @generated from rpc producerflow.producer.v1.ProducerService.NewProducer
|
|
4978
5851
|
*/
|
|
@@ -4982,9 +5855,68 @@ export declare const ProducerService: GenService<{
|
|
|
4982
5855
|
output: typeof NewProducerResponseSchema;
|
|
4983
5856
|
};
|
|
4984
5857
|
/**
|
|
4985
|
-
* NewProducers creates multiple producers and associates them with
|
|
4986
|
-
*
|
|
4987
|
-
*
|
|
5858
|
+
* NewProducers creates multiple producers in bulk and associates them with a single agency.
|
|
5859
|
+
*
|
|
5860
|
+
* This endpoint provides an efficient way to onboard multiple producers to the same
|
|
5861
|
+
* agency in a single API call.
|
|
5862
|
+
*
|
|
5863
|
+
* Bulk Operation Behavior:
|
|
5864
|
+
* Producers are created sequentially. If a producer fails validation, the request
|
|
5865
|
+
* returns an error, but any producers created before the failure will remain in
|
|
5866
|
+
* the system. Each producer in the request undergoes the same validation as
|
|
5867
|
+
* individual NewProducer calls.
|
|
5868
|
+
*
|
|
5869
|
+
* NIPR Validation and Sync:
|
|
5870
|
+
* For each producer:
|
|
5871
|
+
* - The system performs a free NIPR API lookup to validate the NPN exists
|
|
5872
|
+
* - If sync_with_nipr is true (or tenant default), performs paid NIPR EntityInfo lookups
|
|
5873
|
+
* - All NIPR validations must succeed for the bulk operation to proceed
|
|
5874
|
+
*
|
|
5875
|
+
* Validation Performed (for each producer):
|
|
5876
|
+
* - Required fields are present and valid (name, email, NPN)
|
|
5877
|
+
* - Email addresses are unique within the tenant
|
|
5878
|
+
* - Agency exists and belongs to the authenticated tenant
|
|
5879
|
+
* - NPNs exist in NIPR
|
|
5880
|
+
* - Location IDs exist and belong to the agency (if provided)
|
|
5881
|
+
* - Phone numbers match valid patterns (if provided)
|
|
5882
|
+
*
|
|
5883
|
+
* Validation Rules:
|
|
5884
|
+
* Proto validation (format checks):
|
|
5885
|
+
* - agency_id: Required, must be a valid UUID format
|
|
5886
|
+
* - producers: Required, must contain at least 1 producer. Each producer:
|
|
5887
|
+
* - first_name: Required, must be non-empty
|
|
5888
|
+
* - last_name: Required, must be non-empty
|
|
5889
|
+
* - email: Required, must be a valid email format
|
|
5890
|
+
* - npn: Required, used for NIPR validation
|
|
5891
|
+
* - phone: Optional, if provided must match E.164 pattern (e.g., +15551234567)
|
|
5892
|
+
* - mailing_address (optional, if provided):
|
|
5893
|
+
* - street: Required, must be non-empty
|
|
5894
|
+
* - city: Required, must be non-empty
|
|
5895
|
+
* - state: Required, must be exactly 2 characters (state code)
|
|
5896
|
+
* - zip: Required, must be 1-10 characters
|
|
5897
|
+
* - tenant_id: Optional, maximum 255 characters (external identifier)
|
|
5898
|
+
* - location_ids: Optional, maximum 100 items per producer, each must be a valid UUID
|
|
5899
|
+
* - sync_with_nipr: Optional, overrides tenant default NIPR sync setting for all producers
|
|
5900
|
+
*
|
|
5901
|
+
* Business logic validation:
|
|
5902
|
+
* - agency_id: Agency must exist and belong to the authenticated tenant
|
|
5903
|
+
* - All producer emails must be unique within the tenant
|
|
5904
|
+
* - All producer NPNs must exist in NIPR, match the provided last name, and be unique within the tenant
|
|
5905
|
+
* - All location_ids must exist and belong to the specified agency
|
|
5906
|
+
* - This is an all-or-nothing operation: if any producer fails validation, no producers
|
|
5907
|
+
* are created
|
|
5908
|
+
*
|
|
5909
|
+
* Returns:
|
|
5910
|
+
* List of UUIDs for all created producers in the same order as the request. This
|
|
5911
|
+
* ordering guarantee allows you to map request entries to their created IDs.
|
|
5912
|
+
*
|
|
5913
|
+
* Common Error Codes:
|
|
5914
|
+
* - NOT_FOUND: Agency doesn't exist or producer NPN not found in NIPR
|
|
5915
|
+
* - ALREADY_EXISTS: Producer with email or NPN already exists in tenant
|
|
5916
|
+
* - INVALID_ARGUMENT: Producer NPN is required (when NPN validation is enabled)
|
|
5917
|
+
* - FAILED_PRECONDITION: Producer name does not match NIPR records for the provided NPN
|
|
5918
|
+
* - PERMISSION_DENIED: Agency doesn't belong to the authenticated tenant
|
|
5919
|
+
*
|
|
4988
5920
|
*
|
|
4989
5921
|
* @generated from rpc producerflow.producer.v1.ProducerService.NewProducers
|
|
4990
5922
|
*/
|
|
@@ -4994,8 +5926,29 @@ export declare const ProducerService: GenService<{
|
|
|
4994
5926
|
output: typeof NewProducersResponseSchema;
|
|
4995
5927
|
};
|
|
4996
5928
|
/**
|
|
4997
|
-
* GetAgencyAndProducers retrieves
|
|
4998
|
-
*
|
|
5929
|
+
* GetAgencyAndProducers retrieves complete information for an agency and all
|
|
5930
|
+
* its producers.
|
|
5931
|
+
*
|
|
5932
|
+
* This endpoint returns comprehensive agency details including:
|
|
5933
|
+
* - Agency contact information and business details
|
|
5934
|
+
* - Principal producer information
|
|
5935
|
+
* - Bank account for commission payments
|
|
5936
|
+
* - Errors & Omissions insurance details
|
|
5937
|
+
* - Business hours and contact points
|
|
5938
|
+
* - NIPR synchronized data (licenses, appointments, regulatory actions, addresses)
|
|
5939
|
+
* - All associated producers with their NIPR data
|
|
5940
|
+
* - Agency locations
|
|
5941
|
+
*
|
|
5942
|
+
* Validation Rules:
|
|
5943
|
+
* Proto validation (format checks):
|
|
5944
|
+
* - agency_id: Required, must be a valid UUID format
|
|
5945
|
+
*
|
|
5946
|
+
* Returns:
|
|
5947
|
+
* Agency object with complete NIPR data and list of all associated producers.
|
|
5948
|
+
*
|
|
5949
|
+
* Common Error Codes:
|
|
5950
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
5951
|
+
*
|
|
4999
5952
|
*
|
|
5000
5953
|
* @generated from rpc producerflow.producer.v1.ProducerService.GetAgencyAndProducers
|
|
5001
5954
|
*/
|
|
@@ -5006,8 +5959,38 @@ export declare const ProducerService: GenService<{
|
|
|
5006
5959
|
};
|
|
5007
5960
|
/**
|
|
5008
5961
|
* GetProducer retrieves detailed information about a specific producer.
|
|
5009
|
-
*
|
|
5010
|
-
*
|
|
5962
|
+
*
|
|
5963
|
+
* Supports three lookup methods:
|
|
5964
|
+
* - By producer ID (UUID)
|
|
5965
|
+
* - By NPN (National Producer Number)
|
|
5966
|
+
* - By email address
|
|
5967
|
+
*
|
|
5968
|
+
* The response includes:
|
|
5969
|
+
* - Producer contact information (name, email, phone, address)
|
|
5970
|
+
* - Associated agency information
|
|
5971
|
+
* - NIPR synchronized data:
|
|
5972
|
+
* - State licenses with expiration dates and Lines of Authority (LOAs)
|
|
5973
|
+
* - Biographic information (name, DOB, state of domicile)
|
|
5974
|
+
* - Regulatory actions by state
|
|
5975
|
+
* - Carrier appointments with status and renewal dates
|
|
5976
|
+
* - Location assignments
|
|
5977
|
+
*
|
|
5978
|
+
* Validation Rules:
|
|
5979
|
+
* Proto validation (format checks):
|
|
5980
|
+
* Exactly one lookup method must be provided (oneof required):
|
|
5981
|
+
* - producer_id_lookup.producer_id: Must be a valid UUID format
|
|
5982
|
+
* - npn_lookup.producer_npn: Must be non-empty string
|
|
5983
|
+
* - email_lookup.email: Must be a valid email format
|
|
5984
|
+
*
|
|
5985
|
+
* Returns:
|
|
5986
|
+
* Complete producer information including all NIPR data.
|
|
5987
|
+
*
|
|
5988
|
+
* Common Error Codes:
|
|
5989
|
+
* - NOT_FOUND: Producer doesn't exist or doesn't belong to tenant, or
|
|
5990
|
+
* associated agency not found
|
|
5991
|
+
* - UNIMPLEMENTED: Lookup method not supported (only producer_id, npn, and email
|
|
5992
|
+
* lookups are implemented)
|
|
5993
|
+
*
|
|
5011
5994
|
*
|
|
5012
5995
|
* @generated from rpc producerflow.producer.v1.ProducerService.GetProducer
|
|
5013
5996
|
*/
|
|
@@ -5017,7 +6000,28 @@ export declare const ProducerService: GenService<{
|
|
|
5017
6000
|
output: typeof GetProducerResponseSchema;
|
|
5018
6001
|
};
|
|
5019
6002
|
/**
|
|
5020
|
-
* GetAgencyFiles
|
|
6003
|
+
* GetAgencyFiles retrieves signed URLs for accessing agency documents.
|
|
6004
|
+
*
|
|
6005
|
+
* Returns pre-signed URLs for the following document types:
|
|
6006
|
+
* - Errors & Omissions (E&O) insurance certificate
|
|
6007
|
+
* - Voided check for ACH commission payments
|
|
6008
|
+
* - W9 tax form
|
|
6009
|
+
* - License documents
|
|
6010
|
+
* - Broker bond documents
|
|
6011
|
+
*
|
|
6012
|
+
* The URLs are time-limited and grant temporary read access to the documents.
|
|
6013
|
+
* Empty strings are returned for documents that haven't been uploaded.
|
|
6014
|
+
*
|
|
6015
|
+
* Validation Rules:
|
|
6016
|
+
* Proto validation (format checks):
|
|
6017
|
+
* - agency_id: Required, must be a valid UUID format
|
|
6018
|
+
*
|
|
6019
|
+
* Returns:
|
|
6020
|
+
* A set of pre-signed URLs for accessing agency documents.
|
|
6021
|
+
*
|
|
6022
|
+
* Common Error Codes:
|
|
6023
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
6024
|
+
*
|
|
5021
6025
|
*
|
|
5022
6026
|
* @generated from rpc producerflow.producer.v1.ProducerService.GetAgencyFiles
|
|
5023
6027
|
*/
|
|
@@ -5027,11 +6031,49 @@ export declare const ProducerService: GenService<{
|
|
|
5027
6031
|
output: typeof GetAgencyFilesResponseSchema;
|
|
5028
6032
|
};
|
|
5029
6033
|
/**
|
|
5030
|
-
* UpdateProducer updates
|
|
5031
|
-
*
|
|
5032
|
-
*
|
|
5033
|
-
*
|
|
5034
|
-
*
|
|
6034
|
+
* UpdateProducer updates editable fields for an existing producer.
|
|
6035
|
+
*
|
|
6036
|
+
* Only information collected during onboarding can be updated via this
|
|
6037
|
+
* endpoint. NIPR-sourced data (licenses, appointments, regulatory actions) is
|
|
6038
|
+
* read-only and can only be updated by triggering a NIPR sync via
|
|
6039
|
+
* SyncProducerWithNIPR.
|
|
6040
|
+
*
|
|
6041
|
+
* Updatable Fields:
|
|
6042
|
+
* - Contact information (first_name, last_name, middle_name, email, phone)
|
|
6043
|
+
* - Mailing address (street, city, state, zip)
|
|
6044
|
+
* - External metadata (for tenant-specific data)
|
|
6045
|
+
*
|
|
6046
|
+
* Note: NPN cannot be updated after creation. The NPN field is deprecated
|
|
6047
|
+
* in UpdateProducerRequest.Producer and will be ignored.
|
|
6048
|
+
*
|
|
6049
|
+
* Validation:
|
|
6050
|
+
* - Email must be unique within tenant if changed
|
|
6051
|
+
* - All field format validations apply (e.g., valid email format, phone pattern)
|
|
6052
|
+
*
|
|
6053
|
+
* Validation Rules:
|
|
6054
|
+
* Proto validation (format checks):
|
|
6055
|
+
* - producer_id: Required, must be a valid UUID format
|
|
6056
|
+
* - producer: Required, contains fields to update (all fields optional):
|
|
6057
|
+
* - first_name: If provided, must be non-empty
|
|
6058
|
+
* - last_name: If provided, must be non-empty
|
|
6059
|
+
* - middle_name: If provided, must be non-empty
|
|
6060
|
+
* - email: If provided, must be a valid email format
|
|
6061
|
+
* - npn: Deprecated and ignored - NPN cannot be updated after creation
|
|
6062
|
+
* - phone: If provided, must match E.164 pattern (e.g., +15551234567)
|
|
6063
|
+
* - street: If provided, must be non-empty
|
|
6064
|
+
* - city: If provided, must be non-empty
|
|
6065
|
+
* - state: If provided, must be at most 2 characters
|
|
6066
|
+
* - zip: If provided, must be at least 5 characters
|
|
6067
|
+
* - external_metadata: Map of key-value pairs for tenant-specific data
|
|
6068
|
+
*
|
|
6069
|
+
*
|
|
6070
|
+
* Returns:
|
|
6071
|
+
* Empty response on success.
|
|
6072
|
+
*
|
|
6073
|
+
* Common Error Codes:
|
|
6074
|
+
* - NOT_FOUND: Producer doesn't exist or doesn't belong to tenant
|
|
6075
|
+
* - INVALID_ARGUMENT: Producer field is missing in request
|
|
6076
|
+
*
|
|
5035
6077
|
*
|
|
5036
6078
|
* @generated from rpc producerflow.producer.v1.ProducerService.UpdateProducer
|
|
5037
6079
|
*/
|
|
@@ -5041,12 +6083,59 @@ export declare const ProducerService: GenService<{
|
|
|
5041
6083
|
output: typeof UpdateProducerResponseSchema;
|
|
5042
6084
|
};
|
|
5043
6085
|
/**
|
|
5044
|
-
* UpdateAgency updates
|
|
5045
|
-
*
|
|
5046
|
-
*
|
|
5047
|
-
*
|
|
6086
|
+
* UpdateAgency updates editable fields for an existing agency.
|
|
6087
|
+
*
|
|
6088
|
+
* Only information collected during onboarding can be updated via this
|
|
6089
|
+
* endpoint. NIPR-sourced data (licenses, appointments, regulatory actions) is
|
|
6090
|
+
* read-only and can only be updated by triggering a NIPR sync via
|
|
6091
|
+
* SyncAgencyWithNIPR.
|
|
6092
|
+
*
|
|
6093
|
+
* Updatable Fields:
|
|
6094
|
+
* - Contact details (email, phone, fax)
|
|
6095
|
+
* - Website URL
|
|
6096
|
+
* - Physical address components
|
|
6097
|
+
* - Requested appointments (state codes)
|
|
6098
|
+
* - Notes
|
|
6099
|
+
* - External metadata (for tenant-specific data)
|
|
6100
|
+
*
|
|
5048
6101
|
* All fields are optional - only provide the fields you want to update.
|
|
5049
|
-
*
|
|
6102
|
+
* Unchanged fields retain their current values.
|
|
6103
|
+
*
|
|
6104
|
+
* Validation:
|
|
6105
|
+
* - Email must be unique within tenant if changed
|
|
6106
|
+
* - All field format validations apply
|
|
6107
|
+
*
|
|
6108
|
+
* Validation Rules:
|
|
6109
|
+
* Proto validation (format checks):
|
|
6110
|
+
* - agency_id: Required, must be a valid UUID format
|
|
6111
|
+
* - agency: Required, contains fields to update (all fields optional):
|
|
6112
|
+
* - email: If provided, must be a valid email format
|
|
6113
|
+
* - phone: If provided, must match E.164 pattern (e.g., +15551234567)
|
|
6114
|
+
* - fax: If provided, must match E.164 pattern
|
|
6115
|
+
* - website: If provided, must be a valid URI format
|
|
6116
|
+
* - requested_appointments: Array of unique 2-letter state codes (e.g., ["CA", "NY"])
|
|
6117
|
+
* - notes: If provided, maximum 500 characters
|
|
6118
|
+
* - physical_address (optional, if provided):
|
|
6119
|
+
* - street: If provided, must be non-empty
|
|
6120
|
+
* - city: If provided, must be non-empty
|
|
6121
|
+
* - state: If provided, must be exactly 2 characters
|
|
6122
|
+
* - zip: If provided, must be 1-10 characters
|
|
6123
|
+
* - external_metadata: Map of key-value pairs for tenant-specific data
|
|
6124
|
+
*
|
|
6125
|
+
* Business logic validation:
|
|
6126
|
+
* - agency_id: Agency must exist and belong to the authenticated tenant
|
|
6127
|
+
* - email: If changed, must be unique within the tenant (case-insensitive comparison)
|
|
6128
|
+
* - phone: If provided, must be a valid phone number format
|
|
6129
|
+
*
|
|
6130
|
+
* Returns:
|
|
6131
|
+
* Empty response on success.
|
|
6132
|
+
*
|
|
6133
|
+
* Common Error Codes:
|
|
6134
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
6135
|
+
* - ALREADY_EXISTS: Email already exists within tenant
|
|
6136
|
+
* - INVALID_ARGUMENT: Invalid phone number format or all address fields required
|
|
6137
|
+
* when creating new address
|
|
6138
|
+
*
|
|
5050
6139
|
*
|
|
5051
6140
|
* @generated from rpc producerflow.producer.v1.ProducerService.UpdateAgency
|
|
5052
6141
|
*/
|
|
@@ -5057,8 +6146,48 @@ export declare const ProducerService: GenService<{
|
|
|
5057
6146
|
};
|
|
5058
6147
|
/**
|
|
5059
6148
|
* NewContact creates a new contact associated with an agency.
|
|
5060
|
-
*
|
|
5061
|
-
*
|
|
6149
|
+
*
|
|
6150
|
+
* Use this endpoint to programmatically add non-producer individuals to
|
|
6151
|
+
* agencies. Contacts represent staff members, administrators, or other
|
|
6152
|
+
* personnel who are not licensed insurance producers but need to be
|
|
6153
|
+
* associated with the agency for communication or administrative purposes.
|
|
6154
|
+
*
|
|
6155
|
+
* Validation Performed:
|
|
6156
|
+
* - Agency exists and belongs to the authenticated tenant
|
|
6157
|
+
* - Email is unique within the tenant (across both producers and contacts)
|
|
6158
|
+
* - Required fields are present and valid (first name, last name, email, role)
|
|
6159
|
+
* - Phone number matches valid pattern (if provided)
|
|
6160
|
+
*
|
|
6161
|
+
* Validation Rules:
|
|
6162
|
+
* Proto validation (format checks):
|
|
6163
|
+
* - agency_id: Required, must be a valid UUID format
|
|
6164
|
+
* - contact: Required, contains contact information:
|
|
6165
|
+
* - first_name: Required, must be non-empty
|
|
6166
|
+
* - last_name: Required, must be non-empty
|
|
6167
|
+
* - email: Required, must be a valid email format
|
|
6168
|
+
* - role: Required, must be non-empty
|
|
6169
|
+
* - phone: Optional, if provided must match E.164 pattern (e.g., +15551234567)
|
|
6170
|
+
* - middle_name: Optional
|
|
6171
|
+
* - address (optional, if provided):
|
|
6172
|
+
* - street: Required, must be non-empty
|
|
6173
|
+
* - city: Required, must be non-empty
|
|
6174
|
+
* - state: Required, must be exactly 2 characters (state code)
|
|
6175
|
+
* - zip: Required, must be 1-10 characters
|
|
6176
|
+
* - tenant_id: Optional, maximum 255 characters (external identifier)
|
|
6177
|
+
* - npn: Optional
|
|
6178
|
+
*
|
|
6179
|
+
* Business logic validation:
|
|
6180
|
+
* - agency_id: Agency must exist and belong to the authenticated tenant
|
|
6181
|
+
* - email: Must be unique within the tenant (not already used by another producer or contact)
|
|
6182
|
+
*
|
|
6183
|
+
* Returns:
|
|
6184
|
+
* The UUID of the created contact.
|
|
6185
|
+
*
|
|
6186
|
+
* Common Error Codes:
|
|
6187
|
+
* - INVALID_ARGUMENT: Missing required fields or invalid field format
|
|
6188
|
+
* - ALREADY_EXISTS: Email already registered in your tenant
|
|
6189
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
6190
|
+
*
|
|
5062
6191
|
*
|
|
5063
6192
|
* @generated from rpc producerflow.producer.v1.ProducerService.NewContact
|
|
5064
6193
|
*/
|
|
@@ -5068,9 +6197,59 @@ export declare const ProducerService: GenService<{
|
|
|
5068
6197
|
output: typeof NewContactResponseSchema;
|
|
5069
6198
|
};
|
|
5070
6199
|
/**
|
|
5071
|
-
* NewContacts creates multiple contacts in
|
|
5072
|
-
*
|
|
5073
|
-
*
|
|
6200
|
+
* NewContacts creates multiple contacts in bulk and associates them with a
|
|
6201
|
+
* single agency.
|
|
6202
|
+
*
|
|
6203
|
+
* This endpoint provides an efficient way to add multiple non-producer
|
|
6204
|
+
* contacts to the same agency in a single API call. Contacts represent staff
|
|
6205
|
+
* members, administrators, or other personnel who are not licensed insurance
|
|
6206
|
+
* producers.
|
|
6207
|
+
*
|
|
6208
|
+
* Partial Success Behavior:
|
|
6209
|
+
* Unlike bulk producer operations, this endpoint uses partial success
|
|
6210
|
+
* semantics. Contacts that pass validation are created even if other contacts
|
|
6211
|
+
* in the request fail. The response contains only the IDs of successfully
|
|
6212
|
+
* created contacts.
|
|
6213
|
+
*
|
|
6214
|
+
* Validation Performed (for each contact):
|
|
6215
|
+
* - Agency exists and belongs to the authenticated tenant
|
|
6216
|
+
* - Email is unique within the tenant (across both producers and contacts)
|
|
6217
|
+
* - Required fields are present and valid (first name, last name, email, role)
|
|
6218
|
+
* - Phone number matches valid pattern (if provided)
|
|
6219
|
+
*
|
|
6220
|
+
* Validation Rules:
|
|
6221
|
+
* Proto validation (format checks):
|
|
6222
|
+
* - agency_id: Required, must be a valid UUID format
|
|
6223
|
+
* - contacts: Required, must contain at least 1 contact. Each contact:
|
|
6224
|
+
* - first_name: Required, must be non-empty
|
|
6225
|
+
* - last_name: Required, must be non-empty
|
|
6226
|
+
* - email: Required, must be a valid email format
|
|
6227
|
+
* - role: Required, must be non-empty
|
|
6228
|
+
* - phone: Optional, if provided must match E.164 pattern (e.g., +15551234567)
|
|
6229
|
+
* - middle_name: Optional
|
|
6230
|
+
* - address (optional, if provided):
|
|
6231
|
+
* - street: Required, must be non-empty
|
|
6232
|
+
* - city: Required, must be non-empty
|
|
6233
|
+
* - state: Required, must be exactly 2 characters (state code)
|
|
6234
|
+
* - zip: Required, must be 1-10 characters
|
|
6235
|
+
* - tenant_id: Optional, maximum 255 characters (external identifier)
|
|
6236
|
+
* - npn: Optional
|
|
6237
|
+
*
|
|
6238
|
+
* Business logic validation:
|
|
6239
|
+
* - agency_id: Agency must exist and belong to the authenticated tenant
|
|
6240
|
+
* - Each contact email: Must be unique within the tenant. Contacts with duplicate
|
|
6241
|
+
* emails are skipped (partial success - other valid contacts are still created)
|
|
6242
|
+
*
|
|
6243
|
+
* Returns:
|
|
6244
|
+
* List of UUIDs for successfully created contacts. If some contacts failed
|
|
6245
|
+
* validation, only the IDs of successfully created contacts are returned.
|
|
6246
|
+
* Failed contacts are logged but not included in the response. The order of
|
|
6247
|
+
* returned IDs corresponds to the order of successful contacts, not the
|
|
6248
|
+
* original request order.
|
|
6249
|
+
*
|
|
6250
|
+
* Common Error Codes:
|
|
6251
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
6252
|
+
*
|
|
5074
6253
|
*
|
|
5075
6254
|
* @generated from rpc producerflow.producer.v1.ProducerService.NewContacts
|
|
5076
6255
|
*/
|
|
@@ -5081,7 +6260,30 @@ export declare const ProducerService: GenService<{
|
|
|
5081
6260
|
};
|
|
5082
6261
|
/**
|
|
5083
6262
|
* ListAgencyContacts retrieves all contacts associated with an agency.
|
|
5084
|
-
*
|
|
6263
|
+
*
|
|
6264
|
+
* Use this endpoint to fetch all non-producer contacts linked to a specific
|
|
6265
|
+
* agency. Contacts represent staff members, administrators, or other
|
|
6266
|
+
* personnel who are not licensed insurance producers but are associated with
|
|
6267
|
+
* the agency.
|
|
6268
|
+
*
|
|
6269
|
+
* The response includes complete contact information:
|
|
6270
|
+
* - Personal details (name, email, phone)
|
|
6271
|
+
* - Role within the agency
|
|
6272
|
+
* - Mailing address
|
|
6273
|
+
* - NPN (if applicable)
|
|
6274
|
+
* - Creation timestamp
|
|
6275
|
+
*
|
|
6276
|
+
* Validation Rules:
|
|
6277
|
+
* Proto validation (format checks):
|
|
6278
|
+
* - agency_id: Required, must be a valid UUID format
|
|
6279
|
+
*
|
|
6280
|
+
* Returns:
|
|
6281
|
+
* A list of all contacts associated with the specified agency. Returns an
|
|
6282
|
+
* empty list if the agency has no contacts.
|
|
6283
|
+
*
|
|
6284
|
+
* Common Error Codes:
|
|
6285
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
6286
|
+
*
|
|
5085
6287
|
*
|
|
5086
6288
|
* @generated from rpc producerflow.producer.v1.ProducerService.ListAgencyContacts
|
|
5087
6289
|
*/
|
|
@@ -5091,8 +6293,55 @@ export declare const ProducerService: GenService<{
|
|
|
5091
6293
|
output: typeof ListAgencyContactsResponseSchema;
|
|
5092
6294
|
};
|
|
5093
6295
|
/**
|
|
5094
|
-
* SetExternalID sets an external identifier for a producer
|
|
5095
|
-
*
|
|
6296
|
+
* SetExternalID sets an external identifier for a producer, agency, contact,
|
|
6297
|
+
* or organization.
|
|
6298
|
+
*
|
|
6299
|
+
* Use this endpoint to link ProducerFlow entities to corresponding records in
|
|
6300
|
+
* your external systems (CRM, AMS, legacy databases). This enables bi-directional
|
|
6301
|
+
* synchronization and lookups across systems.
|
|
6302
|
+
*
|
|
6303
|
+
* Supported Entity Types:
|
|
6304
|
+
* - Producer: Links a producer to an external system record
|
|
6305
|
+
* - Agency: Links an agency to an external system record
|
|
6306
|
+
* - Contact: Links a contact to an external system record
|
|
6307
|
+
* - Organization: Links an organization to an external system record
|
|
6308
|
+
*
|
|
6309
|
+
* Exactly one entity type must be specified per request.
|
|
6310
|
+
*
|
|
6311
|
+
* Validation Performed:
|
|
6312
|
+
* - Exactly one entity ID is provided (producer_id, agency_id, contact_id, or organization_id)
|
|
6313
|
+
* - The external ID (tenant_id) is non-empty and at most 255 characters
|
|
6314
|
+
* - The external ID is unique within the tenant (not already assigned to another entity)
|
|
6315
|
+
* - The specified entity exists and belongs to the authenticated tenant
|
|
6316
|
+
*
|
|
6317
|
+
* Validation Rules:
|
|
6318
|
+
* Proto validation (format checks):
|
|
6319
|
+
* Exactly one entity ID must be provided (oneof required):
|
|
6320
|
+
* - producer_id: Must be a valid UUID format
|
|
6321
|
+
* - agency_id: Must be a valid UUID format
|
|
6322
|
+
* - contact_id: Must be a valid UUID format
|
|
6323
|
+
* - organization_id: Must be a valid UUID format
|
|
6324
|
+
*
|
|
6325
|
+
* Required field:
|
|
6326
|
+
* - tenant_id: Required, must be 1-255 characters (the external identifier to assign)
|
|
6327
|
+
*
|
|
6328
|
+
* Business logic validation:
|
|
6329
|
+
* - tenant_id: Must be unique within the tenant (not already assigned to any other entity)
|
|
6330
|
+
* - Entity must exist and belong to the authenticated tenant:
|
|
6331
|
+
* - Producer: Verified via tenant-scoped lookup
|
|
6332
|
+
* - Contact: Verified via tenant-scoped lookup
|
|
6333
|
+
* - Agency: Verified via tenant-scoped lookup and tenant ownership check
|
|
6334
|
+
* - Organization: Verified via tenant-scoped lookup and tenant ownership check
|
|
6335
|
+
*
|
|
6336
|
+
* Returns:
|
|
6337
|
+
* Empty response on success.
|
|
6338
|
+
*
|
|
6339
|
+
* Common Error Codes:
|
|
6340
|
+
* - INVALID_ARGUMENT: No entity ID provided or external ID validation failed
|
|
6341
|
+
* - NOT_FOUND: The specified entity doesn't exist or doesn't belong to tenant
|
|
6342
|
+
* - ALREADY_EXISTS: The external ID is already assigned to another entity in the tenant
|
|
6343
|
+
* - PERMISSION_DENIED: The entity doesn't belong to the authenticated tenant
|
|
6344
|
+
*
|
|
5096
6345
|
*
|
|
5097
6346
|
* @generated from rpc producerflow.producer.v1.ProducerService.SetExternalID
|
|
5098
6347
|
*/
|
|
@@ -5102,9 +6351,36 @@ export declare const ProducerService: GenService<{
|
|
|
5102
6351
|
output: typeof SetExternalIDResponseSchema;
|
|
5103
6352
|
};
|
|
5104
6353
|
/**
|
|
5105
|
-
* ValidateProducerNPN checks whether a producer
|
|
5106
|
-
*
|
|
5107
|
-
*
|
|
6354
|
+
* ValidateProducerNPN checks whether a producer's National Producer Number (NPN)
|
|
6355
|
+
* exists in NIPR.
|
|
6356
|
+
*
|
|
6357
|
+
* Use this endpoint to verify an NPN is valid before creating a producer. This
|
|
6358
|
+
* is a free NIPR API lookup that does not count against your monthly billing
|
|
6359
|
+
* quota.
|
|
6360
|
+
*
|
|
6361
|
+
* Validation Modes:
|
|
6362
|
+
* - NPN only: Validates that the NPN exists in NIPR
|
|
6363
|
+
* - NPN with name: Validates that the NPN exists AND the name matches the NIPR
|
|
6364
|
+
* record (recommended for additional verification)
|
|
6365
|
+
*
|
|
6366
|
+
* NIPR Billing:
|
|
6367
|
+
* This is a FREE operation. It uses the NIPR NPN Lookup service which does not
|
|
6368
|
+
* incur charges, unlike the other NIPR entity lookups used during sync operations.
|
|
6369
|
+
*
|
|
6370
|
+
* Validation Rules:
|
|
6371
|
+
* Proto validation (format checks):
|
|
6372
|
+
* - npn: Required, must be non-empty string
|
|
6373
|
+
* - name: Optional, if provided validates NPN matches this producer name in NIPR
|
|
6374
|
+
*
|
|
6375
|
+
* Business logic validation:
|
|
6376
|
+
* - NPN is validated against NIPR database via free NIPR NPN Lookup API
|
|
6377
|
+
* - If name is provided, both NPN and name must match a producer record in NIPR
|
|
6378
|
+
* - If name is not provided, only NPN existence is verified
|
|
6379
|
+
*
|
|
6380
|
+
* Returns:
|
|
6381
|
+
* A boolean indicating whether the NPN is valid. Returns true if the NPN exists
|
|
6382
|
+
* in NIPR (and name matches, if provided), false otherwise.
|
|
6383
|
+
*
|
|
5108
6384
|
*
|
|
5109
6385
|
* @generated from rpc producerflow.producer.v1.ProducerService.ValidateProducerNPN
|
|
5110
6386
|
*/
|
|
@@ -5114,9 +6390,29 @@ export declare const ProducerService: GenService<{
|
|
|
5114
6390
|
output: typeof ValidateProducerNPNResponseSchema;
|
|
5115
6391
|
};
|
|
5116
6392
|
/**
|
|
5117
|
-
* ValidateAgencyNPN checks whether an agency
|
|
5118
|
-
*
|
|
5119
|
-
*
|
|
6393
|
+
* ValidateAgencyNPN checks whether an agency's National Producer Number (NPN)
|
|
6394
|
+
* exists in NIPR.
|
|
6395
|
+
*
|
|
6396
|
+
* Use this endpoint to verify an agency NPN is valid before creating an agency.
|
|
6397
|
+
* This is a free NIPR API lookup that does not count against your monthly
|
|
6398
|
+
* billing quota.
|
|
6399
|
+
*
|
|
6400
|
+
* NIPR Billing:
|
|
6401
|
+
* This is a FREE operation. It uses the NIPR NPN Lookup service which does not
|
|
6402
|
+
* incur charges, unlike the NIPR entity lookups used during sync operations.
|
|
6403
|
+
*
|
|
6404
|
+
* Validation Rules:
|
|
6405
|
+
* Proto validation (format checks):
|
|
6406
|
+
* - npn: Required, must be non-empty string
|
|
6407
|
+
*
|
|
6408
|
+
* Business logic validation:
|
|
6409
|
+
* - NPN is validated against NIPR database via free NIPR NPN Lookup API
|
|
6410
|
+
* - Agency NPN must exist in NIPR's agency records
|
|
6411
|
+
*
|
|
6412
|
+
* Returns:
|
|
6413
|
+
* A boolean indicating whether the agency NPN is valid. Returns true if the NPN
|
|
6414
|
+
* exists in NIPR, false otherwise.
|
|
6415
|
+
*
|
|
5120
6416
|
*
|
|
5121
6417
|
* @generated from rpc producerflow.producer.v1.ProducerService.ValidateAgencyNPN
|
|
5122
6418
|
*/
|
|
@@ -5126,9 +6422,31 @@ export declare const ProducerService: GenService<{
|
|
|
5126
6422
|
output: typeof ValidateAgencyNPNResponseSchema;
|
|
5127
6423
|
};
|
|
5128
6424
|
/**
|
|
5129
|
-
* LookupNPNByFEIN finds an NPN using
|
|
5130
|
-
*
|
|
5131
|
-
*
|
|
6425
|
+
* LookupNPNByFEIN finds an agency's NPN using their Federal Employer
|
|
6426
|
+
* Identification Number (FEIN).
|
|
6427
|
+
*
|
|
6428
|
+
* Use this endpoint to help agencies discover their NPN when they only know
|
|
6429
|
+
* their FEIN. This is common during onboarding when agencies may not have
|
|
6430
|
+
* their NPN readily available but know their tax identification number.
|
|
6431
|
+
*
|
|
6432
|
+
* NIPR Billing:
|
|
6433
|
+
* This is a FREE operation. It uses the NIPR NPN Lookup service which does not
|
|
6434
|
+
* incur charges, unlike the EntityInfo lookups used during sync operations.
|
|
6435
|
+
*
|
|
6436
|
+
* Validation Rules:
|
|
6437
|
+
* Proto validation (format checks):
|
|
6438
|
+
* - fein: Required, must be exactly 9 characters
|
|
6439
|
+
*
|
|
6440
|
+
* Business logic validation:
|
|
6441
|
+
* - FEIN is looked up against NIPR database via free NIPR NPN Lookup API
|
|
6442
|
+
* - Agency with the given FEIN must exist in NIPR's records
|
|
6443
|
+
*
|
|
6444
|
+
* Returns:
|
|
6445
|
+
* The agency's NPN if found in NIPR.
|
|
6446
|
+
*
|
|
6447
|
+
* Common Error Codes:
|
|
6448
|
+
* - NOT_FOUND: No agency found in NIPR with the given FEIN
|
|
6449
|
+
*
|
|
5132
6450
|
*
|
|
5133
6451
|
* @generated from rpc producerflow.producer.v1.ProducerService.LookupNPNByFEIN
|
|
5134
6452
|
*/
|
|
@@ -5138,7 +6456,13 @@ export declare const ProducerService: GenService<{
|
|
|
5138
6456
|
output: typeof LookupNPNByFEINResponseSchema;
|
|
5139
6457
|
};
|
|
5140
6458
|
/**
|
|
5141
|
-
* ResyncProducer triggers a manual resynchronization of a producer's data.
|
|
6459
|
+
* ResyncProducer triggers a manual resynchronization of a producer's data.
|
|
6460
|
+
* This can be used to refresh data after external change
|
|
6461
|
+
*
|
|
6462
|
+
* Common Error Codes:
|
|
6463
|
+
* - NOT_FOUND: Producer doesn't exist or doesn't belong to tenant
|
|
6464
|
+
* - INVALID_ARGUMENT: Producer ID is empty
|
|
6465
|
+
*
|
|
5142
6466
|
*
|
|
5143
6467
|
* @generated from rpc producerflow.producer.v1.ProducerService.ResyncProducer
|
|
5144
6468
|
*/
|
|
@@ -5148,7 +6472,12 @@ export declare const ProducerService: GenService<{
|
|
|
5148
6472
|
output: typeof ResyncProducerResponseSchema;
|
|
5149
6473
|
};
|
|
5150
6474
|
/**
|
|
5151
|
-
* ResyncAgency triggers a manual resynchronization of an agency's data. Similar
|
|
6475
|
+
* ResyncAgency triggers a manual resynchronization of an agency's data. Similar
|
|
6476
|
+
* to ResyncProducer, this can be used to refresh data after external changes.
|
|
6477
|
+
* Common Error Codes:
|
|
6478
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
6479
|
+
* - INVALID_ARGUMENT: Agency ID is empty or request is empty
|
|
6480
|
+
*
|
|
5152
6481
|
*
|
|
5153
6482
|
* @generated from rpc producerflow.producer.v1.ProducerService.ResyncAgency
|
|
5154
6483
|
*/
|
|
@@ -5158,7 +6487,46 @@ export declare const ProducerService: GenService<{
|
|
|
5158
6487
|
output: typeof ResyncAgencyResponseSchema;
|
|
5159
6488
|
};
|
|
5160
6489
|
/**
|
|
5161
|
-
* SyncProducerWithNIPR synchronizes a producer's data with
|
|
6490
|
+
* SyncProducerWithNIPR synchronizes a producer's data with NIPR.
|
|
6491
|
+
*
|
|
6492
|
+
* Use this endpoint to manually trigger an immediate refresh of producer data
|
|
6493
|
+
* from NIPR. The operation validates the producer NPN exists in NIPR before
|
|
6494
|
+
* syncing.
|
|
6495
|
+
*
|
|
6496
|
+
* What Gets Synchronized:
|
|
6497
|
+
* - State licenses with expiration dates and Lines of Authority
|
|
6498
|
+
* - Carrier appointments with status and renewal dates
|
|
6499
|
+
* - Regulatory actions and disciplinary history
|
|
6500
|
+
* - Biographic information (name, DOB, state of domicile)
|
|
6501
|
+
* - Address by state
|
|
6502
|
+
*
|
|
6503
|
+
* Preconditions:
|
|
6504
|
+
* - Producer must exist and belong to the authenticated tenant
|
|
6505
|
+
* - Producer must have a valid NPN registered in NIPR
|
|
6506
|
+
* - Producer must not already be in active sync state
|
|
6507
|
+
*
|
|
6508
|
+
* Validation Rules:
|
|
6509
|
+
* Proto validation (format checks):
|
|
6510
|
+
* - producer_id: Required, must be a valid UUID format
|
|
6511
|
+
*
|
|
6512
|
+
* Business logic validation:
|
|
6513
|
+
* - producer_id: Producer must exist and belong to the authenticated tenant
|
|
6514
|
+
* - Producer must have an NPN assigned (cannot sync a producer without NPN)
|
|
6515
|
+
* - Producer's NPN must exist in NIPR (validated via NIPR NPN Lookup API)
|
|
6516
|
+
* - Producer must not already be in ACTIVE sync state (prevents redundant syncs)
|
|
6517
|
+
*
|
|
6518
|
+
* Timeout: 30 seconds. If NIPR takes longer, you'll receive a
|
|
6519
|
+
* DEADLINE_EXCEEDED error.
|
|
6520
|
+
*
|
|
6521
|
+
* Returns:
|
|
6522
|
+
* Empty response on success.
|
|
6523
|
+
*
|
|
6524
|
+
* Common Error Codes:
|
|
6525
|
+
* - NOT_FOUND: Producer doesn't exist or doesn't belong to tenant
|
|
6526
|
+
* - INVALID_ARGUMENT: Producer has no NPN or NPN is not registered in NIPR
|
|
6527
|
+
* - FAILED_PRECONDITION: Producer is already synced with NIPR (ACTIVE sync state)
|
|
6528
|
+
* - DEADLINE_EXCEEDED: NIPR sync took longer than 30 seconds
|
|
6529
|
+
*
|
|
5162
6530
|
*
|
|
5163
6531
|
* @generated from rpc producerflow.producer.v1.ProducerService.SyncProducerWithNIPR
|
|
5164
6532
|
*/
|
|
@@ -5168,7 +6536,53 @@ export declare const ProducerService: GenService<{
|
|
|
5168
6536
|
output: typeof SyncProducerWithNIPRResponseSchema;
|
|
5169
6537
|
};
|
|
5170
6538
|
/**
|
|
5171
|
-
* SyncAgencyWithNIPR synchronizes an agency's data with
|
|
6539
|
+
* SyncAgencyWithNIPR synchronizes an agency's data with NIPR.
|
|
6540
|
+
*
|
|
6541
|
+
* Use this endpoint to manually trigger an immediate refresh of agency data
|
|
6542
|
+
* from NIPR. The operation validates the agency NPN exists in NIPR before
|
|
6543
|
+
* syncing.
|
|
6544
|
+
*
|
|
6545
|
+
* What Gets Synchronized:
|
|
6546
|
+
* - Agency biographic information (company name, FEIN, contact details)
|
|
6547
|
+
* - State licenses with expiration dates and Lines of Authority
|
|
6548
|
+
* - Carrier appointments with status and renewal dates
|
|
6549
|
+
* - Regulatory actions and disciplinary history
|
|
6550
|
+
* - Address history by state
|
|
6551
|
+
*
|
|
6552
|
+
* Bulk Producer Sync:
|
|
6553
|
+
* When sync_all_producers is set to true, the system will also sync all
|
|
6554
|
+
* producers associated with the agency. This extends the timeout to 10
|
|
6555
|
+
* minutes to accommodate the additional operations. Each producer sync is
|
|
6556
|
+
* a separate billable NIPR lookup.
|
|
6557
|
+
*
|
|
6558
|
+
* Preconditions:
|
|
6559
|
+
* - Agency must exist and belong to the authenticated tenant
|
|
6560
|
+
* - Agency must have a valid NPN registered in NIPR
|
|
6561
|
+
* - Agency must not already be in active sync state
|
|
6562
|
+
*
|
|
6563
|
+
* Validation Rules:
|
|
6564
|
+
* Proto validation (format checks):
|
|
6565
|
+
* - agency_id: Required, must be a valid UUID format
|
|
6566
|
+
* - sync_all_producers: Optional boolean, defaults to false
|
|
6567
|
+
*
|
|
6568
|
+
* Business logic validation:
|
|
6569
|
+
* - agency_id: Agency must exist and belong to the authenticated tenant
|
|
6570
|
+
* - Agency's NPN must exist in NIPR (validated via NIPR NPN Lookup API)
|
|
6571
|
+
* - Agency must not already be in ACTIVE sync state (prevents redundant syncs)
|
|
6572
|
+
*
|
|
6573
|
+
* Timeout:
|
|
6574
|
+
* - 30 seconds when syncing agency only
|
|
6575
|
+
* - 10 minutes when sync_all_producers is true
|
|
6576
|
+
*
|
|
6577
|
+
* Returns:
|
|
6578
|
+
* Empty response on success.
|
|
6579
|
+
*
|
|
6580
|
+
* Common Error Codes:
|
|
6581
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
6582
|
+
* - INVALID_ARGUMENT: Agency NPN is not valid (not found in NIPR)
|
|
6583
|
+
* - FAILED_PRECONDITION: Agency is already synced with NIPR (ACTIVE sync state)
|
|
6584
|
+
* - DEADLINE_EXCEEDED: NIPR sync operation timed out (30s for agency only, 10m with sync_all_producers)
|
|
6585
|
+
*
|
|
5172
6586
|
*
|
|
5173
6587
|
* @generated from rpc producerflow.producer.v1.ProducerService.SyncAgencyWithNIPR
|
|
5174
6588
|
*/
|
|
@@ -5178,8 +6592,35 @@ export declare const ProducerService: GenService<{
|
|
|
5178
6592
|
output: typeof SyncAgencyWithNIPRResponseSchema;
|
|
5179
6593
|
};
|
|
5180
6594
|
/**
|
|
5181
|
-
* StopSyncProducerWithNIPR
|
|
5182
|
-
*
|
|
6595
|
+
* StopSyncProducerWithNIPR disables automatic NIPR synchronization for a producer.
|
|
6596
|
+
*
|
|
6597
|
+
* Use this endpoint to stop receiving automatic updates from NIPR for a
|
|
6598
|
+
* specific producer. Once stopped, the producer's NIPR data will no longer
|
|
6599
|
+
* be refreshed via PDB Alerts or other automatic sync mechanisms.
|
|
6600
|
+
*
|
|
6601
|
+
* This does not delete existing NIPR data - it only prevents future updates.
|
|
6602
|
+
* To re-enable synchronization, use the SyncProducerWithNIPR endpoint.
|
|
6603
|
+
*
|
|
6604
|
+
* Preconditions:
|
|
6605
|
+
* - Producer must exist and belong to the authenticated tenant
|
|
6606
|
+
* - Producer must be in active or failing sync state (not already disabled/pending)
|
|
6607
|
+
*
|
|
6608
|
+
* Validation Rules:
|
|
6609
|
+
* Proto validation (format checks):
|
|
6610
|
+
* - producer_id: Required, must be a valid UUID format
|
|
6611
|
+
*
|
|
6612
|
+
* Business logic validation:
|
|
6613
|
+
* - producer_id: Producer must exist and belong to the authenticated tenant
|
|
6614
|
+
* - Producer must be in ACTIVE or FAILING sync state (cannot stop if already
|
|
6615
|
+
* DISABLED or PENDING)
|
|
6616
|
+
*
|
|
6617
|
+
* Returns:
|
|
6618
|
+
* Empty response on success.
|
|
6619
|
+
*
|
|
6620
|
+
* Common Error Codes:
|
|
6621
|
+
* - NOT_FOUND: Producer doesn't exist or doesn't belong to tenant
|
|
6622
|
+
* - FAILED_PRECONDITION: Producer is already unsynced (DISABLED or PENDING sync state)
|
|
6623
|
+
*
|
|
5183
6624
|
*
|
|
5184
6625
|
* @generated from rpc producerflow.producer.v1.ProducerService.StopSyncProducerWithNIPR
|
|
5185
6626
|
*/
|
|
@@ -5189,8 +6630,43 @@ export declare const ProducerService: GenService<{
|
|
|
5189
6630
|
output: typeof StopSyncProducerWithNIPRResponseSchema;
|
|
5190
6631
|
};
|
|
5191
6632
|
/**
|
|
5192
|
-
* StopSyncAgencyWithNIPR
|
|
5193
|
-
*
|
|
6633
|
+
* StopSyncAgencyWithNIPR disables automatic NIPR synchronization for an agency.
|
|
6634
|
+
*
|
|
6635
|
+
* Use this endpoint to stop receiving automatic updates from NIPR for a
|
|
6636
|
+
* specific agency. Once stopped, the agency's NIPR data will no longer be
|
|
6637
|
+
* refreshed via PDB Alerts or other automatic sync mechanisms.
|
|
6638
|
+
*
|
|
6639
|
+
* This does not delete existing NIPR data - it only prevents future updates.
|
|
6640
|
+
* To re-enable synchronization, use the SyncAgencyWithNIPR endpoint.
|
|
6641
|
+
*
|
|
6642
|
+
* Bulk Producer Stop:
|
|
6643
|
+
* When stop_all_producers is set to true, the system will also stop sync for
|
|
6644
|
+
* all producers associated with the agency. This is useful when offboarding
|
|
6645
|
+
* an entire agency from NIPR synchronization. When this flag is set, the
|
|
6646
|
+
* precondition check for agency sync state is bypassed.
|
|
6647
|
+
*
|
|
6648
|
+
* Preconditions:
|
|
6649
|
+
* - Agency must exist and belong to the authenticated tenant
|
|
6650
|
+
* - Agency must be in active or failing sync state (unless stop_all_producers is true)
|
|
6651
|
+
*
|
|
6652
|
+
* Validation Rules:
|
|
6653
|
+
* Proto validation (format checks):
|
|
6654
|
+
* - agency_id: Required, must be a valid UUID format
|
|
6655
|
+
* - stop_all_producers: Optional boolean, defaults to false
|
|
6656
|
+
*
|
|
6657
|
+
* Business logic validation:
|
|
6658
|
+
* - agency_id: Agency must exist and belong to the authenticated tenant
|
|
6659
|
+
* - Unless stop_all_producers is true, agency must be in ACTIVE or FAILING sync
|
|
6660
|
+
* state (cannot stop if already DISABLED or PENDING)
|
|
6661
|
+
*
|
|
6662
|
+
* Returns:
|
|
6663
|
+
* Empty response on success.
|
|
6664
|
+
*
|
|
6665
|
+
* Common Error Codes:
|
|
6666
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
6667
|
+
* - FAILED_PRECONDITION: Agency is already unsynced (DISABLED or PENDING sync state,
|
|
6668
|
+
* unless stop_all_producers is true)
|
|
6669
|
+
*
|
|
5194
6670
|
*
|
|
5195
6671
|
* @generated from rpc producerflow.producer.v1.ProducerService.StopSyncAgencyWithNIPR
|
|
5196
6672
|
*/
|
|
@@ -5200,7 +6676,54 @@ export declare const ProducerService: GenService<{
|
|
|
5200
6676
|
output: typeof StopSyncAgencyWithNIPRResponseSchema;
|
|
5201
6677
|
};
|
|
5202
6678
|
/**
|
|
5203
|
-
* CreateProducerUploadURL generates a URL
|
|
6679
|
+
* CreateProducerUploadURL generates a secure URL for bulk producer uploads to
|
|
6680
|
+
* an existing agency.
|
|
6681
|
+
*
|
|
6682
|
+
* Use this endpoint to create a shareable link that allows agencies to upload
|
|
6683
|
+
* multiple producers at once. The URL includes security tokens and tenant
|
|
6684
|
+
* context to ensure secure, authenticated access.
|
|
6685
|
+
*
|
|
6686
|
+
* Unlike CreateProducerOnboardingURL which creates a self-service form for a
|
|
6687
|
+
* single producer, this endpoint generates a URL for bulk uploading producer
|
|
6688
|
+
* data (typically via CSV or spreadsheet format).
|
|
6689
|
+
*
|
|
6690
|
+
* The agency is identified by its National Producer Number (NPN), which must
|
|
6691
|
+
* already exist in your tenant. Use ListAgencies or GetAgencyAndProducers to
|
|
6692
|
+
* look up agency NPNs if needed.
|
|
6693
|
+
*
|
|
6694
|
+
* Typical Workflow:
|
|
6695
|
+
* 1. Generate producer upload URL using the agency's NPN
|
|
6696
|
+
* 2. Share URL with agency contact via email or portal
|
|
6697
|
+
* 3. Agency uploads producer data through the URL
|
|
6698
|
+
* 4. System processes uploads, validates NPNs with NIPR, and creates producer
|
|
6699
|
+
* records
|
|
6700
|
+
* 5. Producers are associated with the agency and optionally synced with NIPR
|
|
6701
|
+
*
|
|
6702
|
+
* URL Expiration:
|
|
6703
|
+
* The generated URL has a default expiration of 7 days. After expiration, a
|
|
6704
|
+
* new URL must be generated.
|
|
6705
|
+
*
|
|
6706
|
+
* Validation Performed:
|
|
6707
|
+
* - Agency NPN format is valid (numeric string, 2-10 digits)
|
|
6708
|
+
* - Agency with the given NPN exists in your tenant
|
|
6709
|
+
* - Agency belongs to the authenticated tenant
|
|
6710
|
+
*
|
|
6711
|
+
* Validation Rules:
|
|
6712
|
+
* Proto validation (format checks):
|
|
6713
|
+
* - agency_npn: Required, must be 2-10 digits (numeric characters only)
|
|
6714
|
+
*
|
|
6715
|
+
* Business logic validation:
|
|
6716
|
+
* - Agency with the given NPN must exist in the authenticated tenant
|
|
6717
|
+
* - Agency must belong to the authenticated tenant (ownership verification)
|
|
6718
|
+
* - Only one agency should match the NPN (multiple matches indicate data issue)
|
|
6719
|
+
*
|
|
6720
|
+
* Returns:
|
|
6721
|
+
* A time-limited URL string that can be shared with the agency for bulk
|
|
6722
|
+
* producer uploads.
|
|
6723
|
+
*
|
|
6724
|
+
* Common Error Codes:
|
|
6725
|
+
* - NOT_FOUND: No agency found with the given NPN in your tenant
|
|
6726
|
+
*
|
|
5204
6727
|
*
|
|
5205
6728
|
* @generated from rpc producerflow.producer.v1.ProducerService.CreateProducerUploadURL
|
|
5206
6729
|
*/
|
|
@@ -5210,7 +6733,53 @@ export declare const ProducerService: GenService<{
|
|
|
5210
6733
|
output: typeof CreateProducerUploadURLResponseSchema;
|
|
5211
6734
|
};
|
|
5212
6735
|
/**
|
|
5213
|
-
* AddAgencyLocations adds one or more locations to an existing agency.
|
|
6736
|
+
* AddAgencyLocations adds one or more locations to an existing agency.
|
|
6737
|
+
*
|
|
6738
|
+
* Use this endpoint to programmatically add physical locations (offices,
|
|
6739
|
+
* branches, etc.) to an agency. Locations enable organizing producers by
|
|
6740
|
+
* their work sites and tracking agency presence across different addresses.
|
|
6741
|
+
*
|
|
6742
|
+
* Bulk Operation Behavior:
|
|
6743
|
+
* This is an all-or-nothing operation - if any location fails validation,
|
|
6744
|
+
* the entire request will fail and no locations will be added. You can add
|
|
6745
|
+
* up to 100 locations in a single request.
|
|
6746
|
+
*
|
|
6747
|
+
* Validation Performed:
|
|
6748
|
+
* - Agency exists and belongs to the authenticated tenant
|
|
6749
|
+
* - At least one location is provided
|
|
6750
|
+
* - Location names are unique within the agency (case-insensitive)
|
|
6751
|
+
* - Location names are not duplicated within the request
|
|
6752
|
+
* - Valid address information is provided for each location
|
|
6753
|
+
*
|
|
6754
|
+
* Validation Rules:
|
|
6755
|
+
* Proto validation (format checks):
|
|
6756
|
+
* - agency_id: Required, must be a valid UUID format
|
|
6757
|
+
* - locations: Required, 1-100 locations. Each location:
|
|
6758
|
+
* - name: Required, must be non-empty (unique within agency)
|
|
6759
|
+
* - address: Required
|
|
6760
|
+
* - street: Required, must be non-empty
|
|
6761
|
+
* - city: Required, must be non-empty
|
|
6762
|
+
* - state: Required, must be exactly 2 characters (state code)
|
|
6763
|
+
* - zip: Required, must be 1-10 characters
|
|
6764
|
+
* - phone: Required, must match E.164 pattern (e.g., +15551234567)
|
|
6765
|
+
* - email: Required, must be a valid email format
|
|
6766
|
+
* - is_primary: Optional boolean, marks location as primary
|
|
6767
|
+
*
|
|
6768
|
+
* Business logic validation:
|
|
6769
|
+
* - agency_id: Agency must exist and belong to the authenticated tenant
|
|
6770
|
+
* - Location names must be unique within the agency (case-insensitive)
|
|
6771
|
+
* - Location names must not duplicate any existing location names in the agency
|
|
6772
|
+
* - Location names must not duplicate other location names within the same request
|
|
6773
|
+
*
|
|
6774
|
+
* Returns:
|
|
6775
|
+
* List of UUIDs for all created locations in the same order as the request.
|
|
6776
|
+
* This ordering guarantee allows you to map request entries to their created IDs.
|
|
6777
|
+
*
|
|
6778
|
+
* Common Error Codes:
|
|
6779
|
+
* - INVALID_ARGUMENT: Missing agency_id, no locations provided, duplicate
|
|
6780
|
+
* location names, or location with name already exists in agency
|
|
6781
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
6782
|
+
*
|
|
5214
6783
|
*
|
|
5215
6784
|
* @generated from rpc producerflow.producer.v1.ProducerService.AddAgencyLocations
|
|
5216
6785
|
*/
|
|
@@ -5220,7 +6789,39 @@ export declare const ProducerService: GenService<{
|
|
|
5220
6789
|
output: typeof AddAgencyLocationsResponseSchema;
|
|
5221
6790
|
};
|
|
5222
6791
|
/**
|
|
5223
|
-
* RemoveAgencyLocations removes one or more locations from an agency.
|
|
6792
|
+
* RemoveAgencyLocations removes one or more locations from an agency.
|
|
6793
|
+
*
|
|
6794
|
+
* Use this endpoint to delete locations that are no longer needed. This is
|
|
6795
|
+
* useful when closing branch offices or consolidating agency locations.
|
|
6796
|
+
*
|
|
6797
|
+
* Producer Unassignment:
|
|
6798
|
+
* When a location is removed, all producers assigned to that location are
|
|
6799
|
+
* automatically unassigned. The producers themselves are not deleted - they
|
|
6800
|
+
* remain associated with the agency but without a location assignment.
|
|
6801
|
+
*
|
|
6802
|
+
* Partial Success Behavior:
|
|
6803
|
+
* Locations that don't exist are silently ignored. The response contains only
|
|
6804
|
+
* the IDs of locations that were actually removed.
|
|
6805
|
+
*
|
|
6806
|
+
* Validation Performed:
|
|
6807
|
+
* - At least one location ID is provided
|
|
6808
|
+
*
|
|
6809
|
+
* Validation Rules:
|
|
6810
|
+
* Proto validation (format checks):
|
|
6811
|
+
* - agency_id: Required, must be a valid UUID format
|
|
6812
|
+
* - location_ids: Required, 1-100 items, each must be a valid UUID format
|
|
6813
|
+
*
|
|
6814
|
+
* Business logic validation:
|
|
6815
|
+
* - agency_id: Agency must exist and belong to the authenticated tenant
|
|
6816
|
+
* - Location IDs that don't exist are silently ignored (partial success)
|
|
6817
|
+
*
|
|
6818
|
+
* Returns:
|
|
6819
|
+
* List of UUIDs for locations that were successfully removed.
|
|
6820
|
+
*
|
|
6821
|
+
* Common Error Codes:
|
|
6822
|
+
* - INVALID_ARGUMENT: Missing agency_id or no location_ids provided
|
|
6823
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
6824
|
+
*
|
|
5224
6825
|
*
|
|
5225
6826
|
* @generated from rpc producerflow.producer.v1.ProducerService.RemoveAgencyLocations
|
|
5226
6827
|
*/
|
|
@@ -5230,7 +6831,30 @@ export declare const ProducerService: GenService<{
|
|
|
5230
6831
|
output: typeof RemoveAgencyLocationsResponseSchema;
|
|
5231
6832
|
};
|
|
5232
6833
|
/**
|
|
5233
|
-
* ListAgencyLocations retrieves all locations associated with an agency.
|
|
6834
|
+
* ListAgencyLocations retrieves all locations associated with an agency.
|
|
6835
|
+
*
|
|
6836
|
+
* Use this endpoint to fetch the complete list of physical locations
|
|
6837
|
+
* belonging to an agency. Each location includes its address, contact
|
|
6838
|
+
* information, and primary status.
|
|
6839
|
+
*
|
|
6840
|
+
* The response includes complete location information:
|
|
6841
|
+
* - Location ID and name
|
|
6842
|
+
* - Physical address (street, city, state, zip)
|
|
6843
|
+
* - Contact information (phone, email)
|
|
6844
|
+
* - Primary location indicator
|
|
6845
|
+
*
|
|
6846
|
+
* Validation Rules:
|
|
6847
|
+
* Proto validation (format checks):
|
|
6848
|
+
* - agency_id: Required, must be a valid UUID format
|
|
6849
|
+
*
|
|
6850
|
+
* Returns:
|
|
6851
|
+
* A list of all locations associated with the specified agency. Returns an
|
|
6852
|
+
* empty list if the agency has no locations.
|
|
6853
|
+
*
|
|
6854
|
+
* Common Error Codes:
|
|
6855
|
+
* - INVALID_ARGUMENT: Invalid request
|
|
6856
|
+
* - NOT_FOUND: Agency doesn't exist or doesn't belong to tenant
|
|
6857
|
+
*
|
|
5234
6858
|
*
|
|
5235
6859
|
* @generated from rpc producerflow.producer.v1.ProducerService.ListAgencyLocations
|
|
5236
6860
|
*/
|
|
@@ -5240,7 +6864,45 @@ export declare const ProducerService: GenService<{
|
|
|
5240
6864
|
output: typeof ListAgencyLocationsResponseSchema;
|
|
5241
6865
|
};
|
|
5242
6866
|
/**
|
|
5243
|
-
* AssignProducerToLocations assigns one or more locations to a producer.
|
|
6867
|
+
* AssignProducerToLocations assigns one or more locations to a producer.
|
|
6868
|
+
*
|
|
6869
|
+
* Use this endpoint to associate a producer with specific agency locations
|
|
6870
|
+
* (branch offices, work sites, etc.). A producer can be assigned to multiple
|
|
6871
|
+
* locations within their agency.
|
|
6872
|
+
*
|
|
6873
|
+
* Location Ownership:
|
|
6874
|
+
* All specified locations must belong to the same agency as the producer.
|
|
6875
|
+
* Cross-agency location assignments are not permitted.
|
|
6876
|
+
*
|
|
6877
|
+
* Idempotent Behavior:
|
|
6878
|
+
* If a producer is already assigned to a location, the assignment is
|
|
6879
|
+
* preserved without error. The response includes all successfully assigned
|
|
6880
|
+
* location IDs.
|
|
6881
|
+
*
|
|
6882
|
+
* Validation Performed:
|
|
6883
|
+
* - Producer exists and belongs to the authenticated tenant
|
|
6884
|
+
* - All location IDs exist and belong to the producer's agency
|
|
6885
|
+
* - At least one location ID is provided
|
|
6886
|
+
*
|
|
6887
|
+
* Validation Rules:
|
|
6888
|
+
* Proto validation (format checks):
|
|
6889
|
+
* - producer_id: Required, must be a valid UUID format
|
|
6890
|
+
* - location_ids: Required, 1-100 items, each must be a valid UUID format
|
|
6891
|
+
*
|
|
6892
|
+
* Business logic validation:
|
|
6893
|
+
* - producer_id: Producer must exist and belong to the authenticated tenant
|
|
6894
|
+
* - Producer's agency must exist and belong to the authenticated tenant
|
|
6895
|
+
* - All location_ids must exist and belong to the producer's agency
|
|
6896
|
+
*
|
|
6897
|
+
* Returns:
|
|
6898
|
+
* List of location IDs that were successfully assigned to the producer.
|
|
6899
|
+
*
|
|
6900
|
+
* Common Error Codes:
|
|
6901
|
+
* - INVALID_ARGUMENT: Request is missing
|
|
6902
|
+
* - NOT_FOUND: Producer doesn't exist, agency doesn't exist, or specified
|
|
6903
|
+
* locations don't exist
|
|
6904
|
+
* - PERMISSION_DENIED: Agency doesn't belong to the authenticated tenant
|
|
6905
|
+
*
|
|
5244
6906
|
*
|
|
5245
6907
|
* @generated from rpc producerflow.producer.v1.ProducerService.AssignProducerToLocations
|
|
5246
6908
|
*/
|
|
@@ -5250,7 +6912,39 @@ export declare const ProducerService: GenService<{
|
|
|
5250
6912
|
output: typeof AssignProducerToLocationsResponseSchema;
|
|
5251
6913
|
};
|
|
5252
6914
|
/**
|
|
5253
|
-
* UnassignProducerFromLocations removes one or more location assignments from
|
|
6915
|
+
* UnassignProducerFromLocations removes one or more location assignments from
|
|
6916
|
+
* a producer.
|
|
6917
|
+
*
|
|
6918
|
+
* Use this endpoint to disassociate a producer from specific agency locations.
|
|
6919
|
+
* This is useful when producers change work sites or when consolidating
|
|
6920
|
+
* location assignments.
|
|
6921
|
+
*
|
|
6922
|
+
* Producer Preservation:
|
|
6923
|
+
* This operation only removes the location assignments - the producer remains
|
|
6924
|
+
* active and associated with the agency. To fully remove a producer, use the
|
|
6925
|
+
* appropriate producer deletion endpoint.
|
|
6926
|
+
*
|
|
6927
|
+
* Validation Performed:
|
|
6928
|
+
* - Producer exists and belongs to the authenticated tenant
|
|
6929
|
+
* - All location IDs exist and belong to the producer's agency
|
|
6930
|
+
* - At least one location ID is provided
|
|
6931
|
+
*
|
|
6932
|
+
* Validation Rules:
|
|
6933
|
+
* Proto validation (format checks):
|
|
6934
|
+
* - producer_id: Required, must be a valid UUID format
|
|
6935
|
+
* - location_ids: Required, 1-100 items, each must be a valid UUID format
|
|
6936
|
+
*
|
|
6937
|
+
* Business logic validation:
|
|
6938
|
+
* - producer_id: Producer must exist and belong to the authenticated tenant
|
|
6939
|
+
* - All location_ids must exist and belong to the producer's agency
|
|
6940
|
+
*
|
|
6941
|
+
* Returns:
|
|
6942
|
+
* List of location IDs that were successfully unassigned from the producer.
|
|
6943
|
+
*
|
|
6944
|
+
* Common Error Codes:
|
|
6945
|
+
* - INVALID_ARGUMENT: Request is missing, producer_id is empty, or no location_ids provided
|
|
6946
|
+
* - NOT_FOUND: Producer doesn't exist or specified locations don't exist
|
|
6947
|
+
*
|
|
5254
6948
|
*
|
|
5255
6949
|
* @generated from rpc producerflow.producer.v1.ProducerService.UnassignProducerFromLocations
|
|
5256
6950
|
*/
|
|
@@ -5260,7 +6954,53 @@ export declare const ProducerService: GenService<{
|
|
|
5260
6954
|
output: typeof UnassignProducerFromLocationsResponseSchema;
|
|
5261
6955
|
};
|
|
5262
6956
|
/**
|
|
5263
|
-
* UpdateAgencyLocation updates an existing agency location.
|
|
6957
|
+
* UpdateAgencyLocation updates an existing agency location.
|
|
6958
|
+
*
|
|
6959
|
+
* Use this endpoint to modify location details such as address, contact
|
|
6960
|
+
* information, or primary status. This is useful when locations move,
|
|
6961
|
+
* change phone numbers, or when designating a new primary location.
|
|
6962
|
+
*
|
|
6963
|
+
* Updatable Fields:
|
|
6964
|
+
* - Name (must remain unique within the agency)
|
|
6965
|
+
* - Address (street, city, state, zip)
|
|
6966
|
+
* - Contact information (phone, email)
|
|
6967
|
+
* - Primary location status
|
|
6968
|
+
*
|
|
6969
|
+
* All fields are optional - only provide the fields you want to update.
|
|
6970
|
+
* Unchanged fields retain their current values.
|
|
6971
|
+
*
|
|
6972
|
+
* Name Uniqueness:
|
|
6973
|
+
* If updating the location name, the new name must not already exist for
|
|
6974
|
+
* another location within the same agency (case-insensitive comparison).
|
|
6975
|
+
*
|
|
6976
|
+
* Validation Rules:
|
|
6977
|
+
* Proto validation (format checks):
|
|
6978
|
+
* - agency_id: Required, must be a valid UUID format
|
|
6979
|
+
* - location_id: Required, must be a valid UUID format
|
|
6980
|
+
* - name: If provided, must be non-empty (unique within agency)
|
|
6981
|
+
* - address: If provided (all fields optional within):
|
|
6982
|
+
* - street: If provided, must be non-empty
|
|
6983
|
+
* - city: If provided, must be non-empty
|
|
6984
|
+
* - state: If provided, must be exactly 2 characters (state code)
|
|
6985
|
+
* - zip: If provided, must be 1-10 characters
|
|
6986
|
+
* - phone: If provided, must match E.164 pattern (e.g., +15551234567)
|
|
6987
|
+
* - email: If provided, must be a valid email format
|
|
6988
|
+
* - is_primary: Optional boolean
|
|
6989
|
+
*
|
|
6990
|
+
* Business logic validation:
|
|
6991
|
+
* - agency_id: Agency must exist and belong to the authenticated tenant
|
|
6992
|
+
* - location_id: Location must exist and belong to the specified agency
|
|
6993
|
+
* - name: If provided, must be unique within the agency (case-insensitive,
|
|
6994
|
+
* excluding the location being updated)
|
|
6995
|
+
*
|
|
6996
|
+
* Returns:
|
|
6997
|
+
* The complete updated location object with all current field values.
|
|
6998
|
+
*
|
|
6999
|
+
* Common Error Codes:
|
|
7000
|
+
* - INVALID_ARGUMENT: Missing agency_id or location_id, or invalid request
|
|
7001
|
+
* - NOT_FOUND: Agency or location doesn't exist or doesn't belong to tenant
|
|
7002
|
+
* - ALREADY_EXISTS: New location name already exists within the agency
|
|
7003
|
+
*
|
|
5264
7004
|
*
|
|
5265
7005
|
* @generated from rpc producerflow.producer.v1.ProducerService.UpdateAgencyLocation
|
|
5266
7006
|
*/
|