Getting Started

Configuration Walkthrough
Getting Started Guide
Getting Started Guide - Reference
- Step 3.2: Discount Increase
- Step 4.1: Policy Schedule Update

Policy Management

Quotes
Automated Underwriting
Policy Change Management
Endorsements
Renewals
Premium Reporting
Cancellations and Reinstatements
Grace Periods and Policy Lapse
- Documents
- Grace Expiration and Lapse Options
Policy Snapshots and Coverage Summaries
- Overview
- API
Reminders
Claims

Premiums and Financials

Rating Plugin
Fees
Taxes
- Tax Configuration
- Tax Calculation
Commissions
- Endorsements
- Configuration
  - Example [peril_name].premium.liquid
Invoicing and Payment Schedules
Cash Management
Multicurrency
Payment Schedule Plugin
Payment Reversal Plugin
- Overview
- Configuration
- Data
- Example
Proration and Premium Allocation
Technical Premium
Financial Transactions
- Data
- Reporting
Premium Calculations
- Premium
- Commission
Premium Calculations (Legacy)
- Usage
  - Example
- Data available in premium calculations

Documents

Documents
Document Templates
Liquid Filters
Static Documents
Conditional Dynamic Documents
- Example

Data

Object Model
Data Fields
Field Groups
- API Access
  - Example Policy Characteristics
  - Policy Creation
- Liquid Access
  - Endorsements
Characteristics
- Overview
- Characteristics’ Data
Modifications
- Data Types
- Policy Modification Names
Auxiliary Data
Event Stream
Data Mart
Reporting
Enterprise Search
Search String Examples

Tooling

Deploying and Testing a Configuration
Plugins
Product Versioning
External Rater
Data Autofill
PostIssuance Plugin
Pre-Grace Plugin
External Data Calls
Lambda Plugin
- Overview
- Plugin
- API
- Example Script
Single Sign-On
Independent Table Configuration
- Overview
Webhooks
Connected Core User Interface
Socotra Product Library
Socotra Command Line Tools
Errors and Exceptions
- Error Responses
- API Error Codes
Roles
API Permissions Reference
Resource Management Feature Guide

How-To Guides

Deployment Pipeline Basics: How-To Guide
- Introduction
- Getting Started
Stateless Rating: How-To Guide

API Reference

Getting Started with the Socotra API
Account API
Auxiliary Data API
- Endpoint Index
- Details
Calculation API
- Endpoint Index
- Details
Cancellations API
Cash Management API
Claims API
- Endpoint Index
- Details
Configuration API
Data Auto-Fill API
Deployments API
Dynamic Document API
- Endpoint Index
- Details
Endorsements API
Enterprise Search API
Event Stream API
Integrations API
Invoice API
- Endpoint Index
- Details
Lambda API
Media API
- Endpoint Index
- Details
Payments API
Policyholder API
Policy API
Premium Reporting API
Products API
Quotes API
- Endpoint Index
- Details
Reinstatements API
- Endpoint Index
- Details
Renewals API
Reporting API
- Endpoint Index
- Details
Resource Management API
- Endpoint Index
- Details
Roles API
- Endpoint Index
- Details
Scripts API
- Endpoint Index
- Details
Single Sign-On API
Static Documents API
- Endpoint Index
- Details
Tables API
- Endpoint Index
- Details
Webhooks API
- Endpoint Index
- Details

Other Resources

Enterprise Core Docs

Socotra

»
User Interface Changes for 2022.35

User Interface Changes for 2022.35

New Modal Search Dialog

Modal search dialog showing a search for items beginning with "s".

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