Get Policy Billing Side Panel Details

Returns billing summary for a given account

Body Response - Schema

200 OK

policy_billing_details_reponse:
  type: object
  properties:
    billing_address:
      type: string
    billing_method:
      type: string
    charges_details:
      type: array
      items:
        type: object
        $ref: '#/definitions/policy_ChargeDetails'
    delinquencies:
      type: integer
    delinquencies_details:
      type: array
      items:
        type: object
        $ref: '#/definitions/policy_DelinquencyDetails'
    invoices_details:
      type: array
      items:
        type: object
        $ref: '#/definitions/policy_InvoiceDetails'
    next_invoice_due:
      type: string
    next_invoice_due_amount:
      type: string
    payment_instrument:
      type: string
    payment_plan:
      type: string
    payor:
      type: string
    policy_number:
      type: string
    send_invoices_by:
      type: string
    total_currently_billed:
      type: string
    total_outstanding:
      type: string
    total_paid:
      type: string
    total_past_due:
      type: string
    total_unbilled:
      type: string

definitions:
  policy_ChargeDetails:
    type: object
    properties:
      charge_amount:
        type: string
      charge_date:
        type: string
      charge_type:
        type: string

  policy_DelinquencyDetails:
    type: object
    properties:
      delinquency_reason:
        type: string
      delinquency_target:
        type: string
      delinquent_amount:
        type: string
      grace_period_end_date:
        type: string
      start_date:
        type: string
      status:
        type: string

  policy_InvoiceDetails:
    type: object
    properties:
      amount:
        type: string
      due_amount:
        type: string
      invoice_bill_date:
        type: string
      invoice_due_date:
        type: string
      invoice_items_details:
        type: array
        items:
          type: object
          $ref: '#/definitions/policy_InvoiceItemDetails'
      invoice_number:
        type: string
      status:
        type: string
    
  policy_InvoiceItemDetails:
    type: object
    properties:
      amount:
        type: string
      category:
        type: string
      description:
        type: string
      installment_number:
        type: integer
      paid_amount:
        type: string
      product:
        type: string

400's

ErrorInfo:
  type: object
  properties:
    details:
      type: array
      items:
        type: object
        $ref: '#/definitions/ErrorDetails'
    developerMessage:
      type: string
    errorCode:
      type: string
    status:
      type: integer
    userMessage:
      type: string

definitions:
  ErrorDetails:
    type: object
    properties:
      message:
        type: string
      properties:
        type: object
        $ref: '#/definitions/ErrorDetailsProperties'
      stackTrace:
        type: string
  
  ErrorDetailsProperties:
    type: object
    properties:
      lineNumber:
        type: integer
      parameterLocation:
        type: string
      parameterName:
        type: string

❗️

API Availability

The Financial Services Experience Cloud for Insurance - Integrations Bridge is only available for customers enrolled in Talkdesk's Early Access (EA) program. To enter the EA program, contact a Customer Success Manager.

The Financial Services Experience Cloud for Insurance - Integrations Bridge has been in EA since November 2023.

🚧

Troubleshooting

If you have any questions regarding the usage of this API, or if you’re having any technical issues, please open a ticket using this form.

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