RegulatoryCoding
objectRegulatory coding (code split) line within a quote section.
Required. Regulatory / risk classification code (e.g. ‘E2’, ‘7T’). Source: the agreement’s risk classification code set.
Example:E2
Required. Code split percentage for this regulatory coding entry (numeric). All entries across the section must sum to 100.
Example:50
Required. Gross estimated loss ratio (numeric, percentage). Source: quote documentation or underwriter guidance.
Example:50
Set true to override the agreement’s default risk code with this entry. Default is false.
InsuredEnrichment
objectBind-time insured enrichment fields (Step 4 only). Carries the additional insured attributes entered in XFI at bind — occupation, LOB-specific details, issuance address, policyholder type, and tax identification numbers. The core contact fields (companyName, domicile, mailing address) are already on the draft from Step 1 and do not need to be re-sent.
Required. Occupation source — id only. Identifies the source system used for the occupation lookup (e.g. D&B). Source: XFI Contact (General) > Insured section.
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Required. Insured occupation description. Enter as sourced from D&B lookup or submission documentation (e.g. ‘Software Development’).
Example:Software Development
Required for FI LOB. Assets under management (string). Source: booking sheet or Tyche rater.
Example:500000000
Required for FI LOB. Asset size (string). Source: booking sheet or Tyche rater.
Example:1000000000
Required for CY LOB. Insured website URL. Source: submission documentation or insured.
Example:https://www.veritascap.com
Policyholder type — id only. Source: fiscal/regulatory section of the slip.
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Set true to copy the insured address to the issuance address (Direct business). Set false and supply issuanceTo, issuanceAddress1, issuanceCity, etc. for Assumed / RI business.
Example:true
Reassured name on the issuance address — populate when issuanceAddressSameAsInsured is false.
Example:Munich Re
Issuance address line 1 — populate when issuanceAddressSameAsInsured is false.
Example:Koeniginstrasse 107
Issuance address line 2.
Example:PO Box 123
Issuance address city.
Example:Munich
Issuance address state — id only.
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Issuance address post code.
Example:80802
Date the issuance address was reviewed.
Example:2026-07-01
Second mailing address line.
Example:Suite 400
Required. Insured mailing address country — code only. Also mandatory for BDX reporting when insured has exposure in Spain, Portugal, Italy, or Canada.
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Required for US and Canada insureds. Mailing address state — id only.
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Insured mailing address post code / zip. Supply for US insureds and any other country where postal codes apply.
Example:54302
Tax identification numbers and regulatory codes for the insured. Supply only the TINs required by the insured’s domicile or risk country: fein (US), taxIdSpain, taxIdItaly, taxIdPortugal, canadianBusinessNumber.
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ContactCodes
objectTax identification numbers and regulatory codes for the insured — maps to XFI Contact > Codes section. All fields optional; supply only those required by the insured’s domicile or risk country.
Federal Employer Identification Number (US).
Example:12-3456789
Spanish Tax Identification Number (NIF/NIE). Mandatory per Lloyd’s coverholder reporting standard when insured has Spain exposure.
Example:A12345678
Italian Tax Identification Number (Codice Fiscale). Mandatory per Lloyd’s coverholder reporting standard when insured has Italy exposure.
Example:RSSMRA85T10A562S
Portuguese Tax Identification Number (NIF). Mandatory per Lloyd’s coverholder reporting standard when insured has Portugal exposure.
Example:123456789
Canadian Business Number (BN). Required for any Canadian insured or where risk is located in Canada. Does NOT apply when a Canadian broker is involved in the placement.
Example:123456789RT0001
SurplusBroker
objectSurplus and sub-producer details for US-origin risks. Required when risk premium originates from the United States. Note: surplusLinesBroker is the surplus lines broker entity — distinct from the main insurance producer in SubmissionRequest.producer.
Required (US-origin risks). US admitted classification — id only. Set to ‘Surplus’ for US surplus lines business. Source: fiscal/regulatory section of the slip.
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Required (US-origin risks). Surplus lines broker entity — id only. Search and match in XFI by broker name and address. If not found, request addition via the WNS leads process.
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Required (US-origin risks). Surplus lines broker licence number as stated on the slip. Query the broker directly if the licence number is missing.
Example:SL-CA-12345
Required when producerHomeState is New Jersey. NJ SLA Transaction Number. Format: {5-character SLA}-{YY}-{5-digit sequence} (e.g. ‘AB123-26-00001’).
Example:AB123-26-00001
Required (US-origin risks). State of filing (producer home state) — id only. Source: fiscal/regulatory section of the slip.
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AdditionalContact
objectAn additional contact on the policy — CY LOB only.
Contact role — id only.
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Contact reference — id only.