CORS preflight successful
CORS preflight for Upload Document
Handles CORS preflight requests for the file upload endpoint
https://trident-api.connecttrident.com/submission/global/uploadDocument
Response
200
Response
200
/submission/global/uploadDocument
200
Upload document
Uploads a document to the DMS for a specific policy. Supports file uploads to designated locations within the policy’s DMS folder structure.
put
https://trident-api.connecttrident.com/submission/global/uploadDocument
Query Parameters
policyIdstringrequired
Unique identifier of the policy
Example:20740
locationstring
Folder location within the DMS structure where the document should be uploaded. Spaces and special characters (%20 for space, %26 for &) are URL-encoded and will be decoded.
Example:Supporting Documents
policyReferencestring
Reference identifier for the policy (e.g., quote reference)
Example:F0022390
Body
multipart/form-data
Body
multipart/form-data
File to be uploaded to the DMS
filestringrequired
File to be uploaded
Response
text/plain
Response
text/plain
Document uploaded successfully
string
put/submission/global/uploadDocument
Authentication
Query Parameters
Body
{
"file": "file"
}
text/plain
Look up allowed field values for a policy section
Returns the allowed values for a named field scoped to an existing policy’s first active section.
Requires a valid policyKey + policyActivityKey (returned by POST /submission/full). The service opens a temporary XFI section-edit session to read the live schema and closes it immediately — no data is modified.
Supported fieldNames: coverage (only)
Typical use: populate the Coverage dropdown in the portal UI before the user fills in quote section data.
get
https://trident-api.connecttrident.com/lookup/fields
Query Parameters
policyKeystringrequired
XFI policy key returned by POST /submission/full.
Example:21660
policyActivityKeystringrequired
XFI policy activity key returned by POST /submission/full.
Example:33159
fieldNamesstringrequired
Comma-separated field names to look up. Currently only coverage is supported.
Allowed values:coverage
Example:coverage
Response
application/json
Response
application/json
Field values retrieved successfully.
FieldLookupResponse
Response returned by /lookup/fields and /lookup/agreement. Contains the field name resolved by the server and the list of allowed values read from the live XFI section schema.
statusstringrequired
Outcome of the lookup call.
Allowed values:SUCCESSFAILED
Example:SUCCESS
fieldstringrequired
The XFI field name whose allowed values are returned. One of coverage, agreement, agreementActivity, or agreementSection.
Example:agreement
valuesarray[object]required
A single lookup value entry
Show Child Parameters
get/lookup/fields
Authentication
Query Parameters
application/json
Look up contacts by role
Returns XFI contacts filtered by the specified role code. Supports optional free-text filter on contact name/code and page-based pagination.
Common role codes:
| Code | Role |
|---|---|
USR |
Internal User (Underwriters) |
ACC |
Account / Insured |
PRD |
Producer / Broker |
AGR |
Agreement Partner |
OBG |
Obligor |
REIND |
Reinsured |
SCM |
Syndicate Capital Management |
INS |
Insurer |
COV |
Coverholder |
DIV |
Division |
SYN |
Syndicate |
MBK |
Master Broker |
All supported codes: INS, ATT, ACC, PRD, TAX, OTH, CLM, REIN, BCT, USR, EW, IA, EA, CA, AGR, PI, BINS, DIV, SYN, TCC, SRV, COV, LF, AUD, EXUSR, FRC, BA, SA, SOS, OFFTEAM, OBG, LG, RGA, INV, FIN, TAD, ENV, ITA, INA, BEN, ADO, ACF, UWC, BUY, SEL, TGT, PTF, REIND, SCM, PEB, MBK
get
https://trident-api.connecttrident.com/lookup/contacts
Query Parameters
roleCodestringrequired
XFI role code to filter contacts by. See description for full list.
Allowed values:INSATTACCPRDTAXOTHCLMREINBCTUSREWIAEACAAGRPIBINSDIVSYNTCCSRVCOVLFAUDEXUSRFRCBASASOSOFFTEAMOBGLGRGAINVFINTADENVITAINABENADOACFUWCBUYSELTGTPTFREINDSCMPEBMBK
Example:USR
contactReferencestring
Optional partial match on contact name or code (e.g. “Enbridge Inc.”, “MSR”).
Example:Enbridge Inc.
pageinteger
Page number, 1-based. Defaults to 1.
Default:1
>= 1
Example:1
pageSizeinteger
Number of results per page. Defaults to 25. Maximum 100.
Default:25
>= 1<= 100
Example:25
Response
application/json
Response
application/json
Contacts retrieved successfully
ContactLookupResponse
Paginated response returned by the /lookup/contacts endpoint.
totalintegerrequired
Total number of matching contacts in XFI (may exceed the count on this page).
pageintegerrequired
Current page number (1-based).
pageSizeintegerrequired
Number of items per page.
itemsarray[object]required
A single contact entry returned by the /lookup/contacts endpoint.
Show Child Parameters
get/lookup/contacts
Authentication
Query Parameters
application/json
Agreement
objectAgreement information
agreementstringrequired
Agreement code e.g., ‘AGR0000159’
agreementActivitystringrequired
Agreement activity code e.g., ‘AGR0000159-22-01’
agreementSectionstringrequired
Agreement section code e.g., ‘1’
solvencyIIClassstringrequired
Solvency II class code e.g., ‘ZX’
aggregateLimitnumberrequired
Aggregate limit amount e.g., ‘1000’
gELRnumber(double)required
gELR amount at section level e.g., ‘50’
100%Limitnumberrequired
100% Limit amount e.g., ‘1000’
Example