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Highlights

The 2025.10.e release introduces the Risk Data API.

• The new Search Accounts by Portfolio operation returns a filtered list of the accounts belonging to a specific portfolio.
• The Create Risk Data Report job operation now supports creating PORTFOLIO_ACCUMULATION_DETAILS reports that return event-level accumulation data.

Learn More

Accumulation API

Create Accumulation Job

The Create Accumulation Job operation initiates a ACCUMULATION job to create an accumulation analysis based on the specified business hierarchy, account, account variation, portfolio, or portfolio variation.

The request body now accepts the tagIds parameter, an array of tag IDs that identify the keywords applied to this accumulation.

"settings": {
..
"tagIds": [ int32 ],
....

}

Risk Data API

Search Accounts by Portfolio

The new Search Accounts by Portfolio operation returns a list of accounts linked to the specified portfolio.

This operation returns an object that includes information about the accounts tied to a portfolio.

[
  {
    "accountId": 69,
    "accountName": "AccountNameB01",
    "accountNumber": "AccountNumB01",
    "cedant": {
      "cedantId": "ApiAutoCedant01",
      "cedantName": "ApiAutoCedant01"
    },
    "producer": {
      "producerId": "TestProd01",
      "producerName": "TestProducer01"
    },
    "underwriter": {
      "underwriterId": 4,
      "underwriterName": "Underwriter01Auto"
    },
    "branch": {
      "branchId": 3,
      "branchName": "Branch01Automation"
    },
    "userId1": "Lennon",
    "userId2": "McCartney",
    "userId3": "Ringo",
    "userId4": "Harrison",
    "userText1": "Hey",
    "userText2": "Jude",
    "createDate": "2025-10-22T22:02:38.009Z",
    "stampDate": "2022-01-06T13:23:49.077Z",
    "isValid": false,
    "uri": "/platform/riskdata/v1/exposures/1002073/portfolios/23/accounts/69",
    "locationsCount": 0,
    "geocodeVersion": "",
    "hazardVersion": "",
    "ownerName": "[email protected]",
    "resultsCount": 0,
    "policyExpirationDate": "9999-12-30T22:00:00.000Z",
    "policyExpirationStatus": "OPEN",
    "totalTIV": 0.0,
    "reportsCount": 0,
    "tagIds": []
  }
]

This operation supports response filtering based the value of a subset of properties. Depending on the property, you may use a combination of comparison operators, list operators, and logical operators.

Query parameters can be sorted by the following query parameter values: accountId, accountName, accountNumber, branchName, cedantName, producerName, resultsCount, underwriterName