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Trident APIs

CORS preflight for Upload Document

Handles CORS preflight requests for the file upload endpoint

options
https://trident-api.connecttrident.com/submission/global/uploadDocument

Response

200

CORS preflight successful

options/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

File to be uploaded to the DMS

filestringrequired

File to be uploaded

Response

text/plain

Document uploaded successfully

string
put/submission/global/uploadDocument

Body

{ "file": "file" }
 
text/plain

By Field Names

Retrieves lookup data for multiple specified field names from XFI service in a single request

get
https://trident-api.connecttrident.com/lookup/byFieldNames

Query Parameters

fieldNamesarray[string]required

Comma-separated list of field names to lookup.

Supported field names:

  • lloydsindustrialsector - Lloyd’s Industrial Sector
  • mosaicoccupation - Mosaic Occupation
  • division - Division
  • majorperil - Major Peril
  • jurisdictioncountry - Jurisdiction Country
  • riskregulatoryloctn - Risk Regulatory Location
  • domicilestate - Domicile State
  • producingcompany - Producing Company
  • account - Account
  • producer - Producer
  • typeofbilling - Type of Billing
  • directassumed - Direct/Assumed
  • insured - Insured
  • obligor - Obligor
  • occupationsource - Occupation Source
  • commodity - Commodity
  • marketsource - Market Source
  • typeofprofitcentre - Type of Profit Centre
  • mop - Method of Placement (MOP)
  • typeofplacementbespoke - Type of Placement Bespoke
  • currency - Currency
  • territory - Territory
  • usclassification - US Classification
  • analyst - Analyst
  • typeofcyberclausestatus - Type of Cyber Clause Status
  • producinguw - Producing Underwriter
  • typeofpolicyoriginationsource - Type of Policy Origination Source
  • underwriter - Underwriter
  • office - Office
  • product - Product
  • insuredDomicileCountry - Insured Domicile County
  • insuredDomicileState - Insured Domicile State

Note: Field names are case-insensitive and spaces are ignored.

Allowed values:lloydsindustrialsectormosaicoccupationdivisionmajorperiljurisdictioncountryriskregulatoryloctndomicilestateproducingcompanyaccountproducertypeofbillingdirectassumedinsuredobligoroccupationsourcecommoditymarketsourcetypeofprofitcentremoptypeofplacementbespokecurrencyterritoryusclassificationanalysttypeofcyberclausestatusproducinguwtypeofpolicyoriginationsourceunderwriterofficeproductinsuredDomicileCountryinsuredDomicileState

Example:division,account

Response

application/json

Successfully retrieved data for all requested fields

object
get/lookup/byFieldNames
 
application/json

Policy Level Lookup

Retrieves lookup values for specified fields at the policy level. Accepts a policy key, policy activity key, and a comma-separated list of field names to look up.

get
https://trident-api.connecttrident.com/lookup/policyLevelLookUp

Query Parameters

policyKeystringrequired

The unique policy key identifier

Example:21242

policyActivityKeystringrequired

The policy activity key identifier

Example:32468

fieldNamesarray[string]required

Comma-separated list of field names to look up.

Supported field names:

  • leadingInsurer - Leading Insurer
  • bureauLead - Bureau Lead
  • stampUnderwriter - Stamp Underwriter
  • divisionProducingCompany - Division Producing Company
  • sBFClass - SBF Class
  • claimsAgreementParty? - Claims Agreement Party
  • typeOfEstimatedLine - Type of Estimated Line
  • ourRole - Our Role
  • isThirdPartyCapacityDeployed? - Is Third Party Capacity Deployed
  • typeOfExposureCalculation - Type of Exposure Calculation
  • typeOfDeductible - Type of Deductible
  • deductibleBasis - Deductible Basis
  • period - Period
  • solvencyIIClass - Solvency II Class
  • oSFICode - OSFI Code
  • typeOfLayer - Type of Layer
  • typeOfLimitBasis - Type of Limit Basis
  • limitPeriod - Limit Period
  • agreement - Agreement
  • instalmentBasis - Instalment Basis
  • coverage - Coverage
  • typeOfClaimBasis - Type Of ClaimBasis
  • limitCurrency - Limit Currency
  • premiumCurrency - Premium Currency
  • settlementCcy - SettlementCcy
  • premiumBasis - Premium Basis

Note: Field names are case-insensitive and spaces are ignored.

Allowed values:leadingInsurerbureauLeadstampUnderwriterdivisionProducingCompanysBFClassclaimsAgreementParty?typeOfEstimatedLineourRoleisThirdPartyCapacityDeployed?typeOfExposureCalculationtypeOfDeductibledeductibleBasisperiodsolvencyIIClassoSFICodetypeOfLayertypeOfLimitBasislimitPeriodagreementinstalmentBasiscoveragetypeOfClaimBasislimitCurrencypremiumCurrencysettlementCcypremiumBasis

Example:division,leadingInsurer

Response

application/json

Successfully fetched lookup values

PolicyLevelLookupResponse

Response object for policy level lookup values

requestedFieldsarray[string]required

List of field names that were requested

Example:["division","leadingInsurer","underwriter"]

fieldValuesobjectrequired

Map of field names to their lookup values

statusstringrequired

Status of the lookup request

Allowed values:SUCCESSFAILED

Example:SUCCESS

errorstring

Error message if status is FAILED

get/lookup/policyLevelLookUp
 
application/json

Agreement

object

Agreement 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