Transactions
The Transactions screen lists the quotes, purchases, policies and claims that merchants placed with you through NetApps InsureTech. Use it to look up a record, follow its status, and read the full document NetApps InsureTech holds for it.
Choose a tab and an environmentlink
The screen has four tabs: Purchases, Policies, Claims and Quotes. The Test and Live buttons apply to every tab. The screen opens on Live, so switch to Test while you are in Sandbox or Certifying.
Purchaseslink
| Column | What it shows |
|---|---|
| Purchase | The purchase id. Select it to open the record. |
| Policy | The policy number, or the policy id if there is no number yet. |
| Product | Your product id. |
| Status | The purchase status. |
| Amount | The premium amount and currency. |
| Commission | The commission rate as a percentage, and the basis it applies to. |
| Settlement model | The settlement model the purchase was made under. |
| Received | When NetApps InsureTech received the purchase. |
Policieslink
| Column | What it shows |
|---|---|
| Policy number | Your policy number. Select it to open the record. |
| Policy id | The policy id. |
| Status | The policy status. |
| Created | When the policy was created. |
| Fetched | When NetApps InsureTech last read it from your API. |
Claimslink
| Column | What it shows |
|---|---|
| Claim | The claim id. Select it to open the record. |
| Policy | The policy the claim is against. |
| Status | The claim status. |
| Created | When the claim was created. |
| Fetched | When NetApps InsureTech last read it from your API. |
Quoteslink
| Column | What it shows |
|---|---|
| Quote | The quote id. Select it to open the record. |
| Product | Your product id. |
| Total | The quoted total and currency. |
| Expires | When the quote expires. |
| Usable | Yes if the quote can still be used to buy, No if not. |
Filter by statuslink
Purchases, Policies and Claims have a Status box. Type the status code to narrow the list. The Status badge shows the code in plain words, so to filter, write the badge text in capital letters with underscores instead of spaces. Clear the box to see every record again. Quotes has no status filter.
Open a recordlink
- Select the id in the first column of a row.
- A panel opens with the record's full document as NetApps InsureTech holds it.
- Close the panel to return to the list.
Empty listslink
An empty tab means no record exists yet in that environment, for example "Purchases made through this provider in the live environment will appear here." Check that you chose the right environment. In Draft, merchants cannot reach your products, so every tab stays empty.
Who can see transactionslink
Owners and admins see every tab. Members need the Transactions group (or Viewer).
Relatedlink
- Remittances and payouts for these purchases are on the Settlement screen. See Remittances, payouts and reports.
- Events your API sends about these records are on the Health screen.