Sign in
Policy Import Intents

Create a new policy import intent

Initiates a policy import process for an employee with an existing policy created outside of Kota's systems. This endpoint allows importing policy details for an employee who has an existing policy with one of our existing providers.

post/policy_import_intents

Headers

X-Platform-Idstring

The target platform id. Required only when calling with a dashboard (WorkOS AuthKit) access token instead of a platform API key — the token carries no platform claim, so the caller must say which platform it means. Ignored for platform API key / embed session token callers.

Request body

employee_idstring required

The employee ID for the policy import. Prefixed with ee_.

group_idstring required

The group ID for the policy import. Prefixed with g_.

provider_policy_numberstring required

The provider's policy number.

member_numberstring required

The member number assigned by the provider.

policy_start_datestring date required

The start date of the policy.

policy_end_datestring date nullable

The end date of the policy. Leave null if the policy has no end date.

Example request

{
  "employee_id": "ee_3b1333d87d9d4fd6ad83ba7f6b0e951a",
  "group_id": "gr_3b1333d87d9d4fd6ad83ba7f6b0e951a",
  "policy_start_date": "2024-12-01",
  "policy_end_date": "2024-12-01",
  "associated_persons": [
    {
      "associated_person_id": "ap_3b1333d87d9d4fd6ad83ba7f6b0e951a",
      "start_date": "2024-12-01",
      "end_date": "2024-12-01"
    }
  ]
}

Response

OK

idstring required

Unique identifier for the policy import intent. Prefixed with pii_.

objectstring

Object type identifier.

status'processing' | 'failed' | 'success' required
employee_idstring required

The employee ID for the policy import. Prefixed with ee_.

group_idstring required

The group ID for the policy import. Prefixed with g_.

provider_policy_numberstring required

The provider's policy number.

member_numberstring required

The member number assigned by the provider.

policy_start_datestring date required

The start date of the policy.

policy_end_datestring date nullable

The end date of the policy. Null if the policy has no end date, or end date is not known.

Example response

{
  "id": "pii_3b1333d87d9d4fd6ad83ba7f6b0e951a",
  "employee_id": "ee_3b1333d87d9d4fd6ad83ba7f6b0e951a",
  "group_id": "gr_3b1333d87d9d4fd6ad83ba7f6b0e951a",
  "policy_start_date": "2024-12-01",
  "policy_end_date": "2024-12-01",
  "associated_persons": [
    {
      "associated_person_id": "ap_3b1333d87d9d4fd6ad83ba7f6b0e951a",
      "start_date": "2024-12-01",
      "end_date": "2024-12-01"
    }
  ]
}

Changes

Changed in 1 of the 9 revisions of this API.1