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Trident APIs

Retry a failed global submission

Starts a new state machine execution that resumes from the failed step (current_step on the status row). The original {base, full, quote, bind} payload is read back from the failed execution’s input via DescribeExecution; policyKey / policyActivityKey produced by the successful base step are taken from the status row.

Only allowed when overall_status = FAILED.

post
https://trident-api.connecttrident.com/submission/global/{policyNo}/retry

Path Parameters

policyNostringrequired

Policy number of the failed submission

Example:Q0038456

Response

application/json

Retry accepted; new execution started.

GlobalSubmissionResponse

Minimal response returned after the base Step Function completes.

submissionIdstring(uuid)

Correlation id for tracing the background full + quote executions in logs

Example:9b3f7c1c-1f0a-4e2d-9d7c-2e3a8b4c6d2e

policyNostring

Policy number produced by the base submission step

Example:Q0038456

policyKeystring

Policy key produced by the base submission step, propagated to the async steps

Example:20894

policyActivityKeystring

Policy activity key produced by the base submission step

Example:45632

statusstring

ACCEPTED means the full step is running in background; FAILED means the base step failed

Allowed values:ACCEPTEDFAILED

Example:ACCEPTED

messagestring

Human-readable message

Example:Base submission succeeded. The full step is running asynchronously.

post/submission/global/{policyNo}/retry
 
application/json

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

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

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
 
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

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
 
application/json