Read exact dated original account balances and current title chronology to prepare reviewed insurance classification evidence

GET/reporting/insurance/sources/{date}

Verified reporting staff/service reader required. Captures the exact retained historical closing, original account balance versions, core owners/beneficiaries and title revision timestamps. Inventory is read twice to detect retitling while captured. Missing balance feeds refuse; unknown historical title chronology remains explicit for the run. Source preview is not an insurance determination.

Path parameters

datestringRequired

Returns

200 OK

accountsarray of objectsRequired

16 child attributes

beneficiaries_completebooleanRequired

beneficiary_idsarray of stringsRequired

currency_codestringRequired

exceptionstringOptional

idstringRequired

ledger_account_idstringRequired

Example lacc_2tVh8nqLxq4GbDe0K1F6S9zRcWm

ownersarray of stringsRequired

ownership_recorded_atstring · date-time or nullOptional

ownership_revisionintegerRequired

ownership_typestringRequired

principal_amountintegerRequired

product_codestringRequired

snapshot_versionintegerRequired

titleobjectRequired

title_sha256stringRequired

trust_namestringOptional

captured_atstring · date-timeRequired

expected_accrued_interest_amountintegerRequired

expected_principal_amountintegerRequired

globjectRequired

5 child attributes

as_ofstring · dateRequired

A business date, YYYY-MM-DD

ledger_sha256stringRequired

positionsarray of objectsRequired

4 child attributes

balance_amountintegerRequired

currency_codestringRequired

gl_codestringRequired

typestringRequired

sha256stringRequired

sync_idintegerRequired

sha256stringRequired

Errors

Every error is a problem document with a stable code. See Errors.

400401403404409412413422424429500503