ProducerDetailV2
A single producer in the calling customer’s organization. Carries the same fields as the list
item plus phones, federatedUsername, and bankAccounts, and serves a live middleName.
Personal and demographic details such as date of birth, SSN, and addresses are not part of a
contracting record and are retrieved from the Identity API.
The producer kind.
Allowed values:AGENTFIRM
The individual’s id (null for firms).
The firm’s id (null for individuals).
The individual’s first name (null for firms).
The individual’s middle name (null for firms), read live from the Identity API so it
is current even when the contracting record’s own copy has not caught up.
The individual’s last name (null for firms).
The firm’s name (null for individuals).
National Producer Number.
The individual’s email (null for firms).
The human-readable producer status (inlined). Null for firms, which carry no status.
Whether the producer is active. Always true for firms.
RFC3339 UTC creation timestamp.
RFC3339 UTC last-modified timestamp.
A producer’s bank account. The account and routing numbers are masked to ****<last4>.
Show Child Parameters
A producer’s phone number.
Show Child Parameters
The producer’s federated login username for the calling customer. Null when the
producer has no federated login, and always null for firms.
ProducerPhoneV2
objectA producer’s phone number.
Example:5551234567
The phone kind.
Allowed values:CELLBUSINESSRESIDENTFAX
Whether this is the producer’s preferred number.
ProducerBankAccountV2
objectA producer’s bank account. The account and routing numbers are masked to ****<last4>.
The account type.
Allowed values:CHECKINGSAVINGSCREDIT_UNION
Account number masked to ****<last4>.
Example:****7890
Routing number masked to ****<last4>.
Example:****0021
ContractV2Page
objectA token-paginated page of contracts (plain envelope, no HAL wrappers).
A contract sent from an agency to a carrier on behalf of a producer.
Show Child Parameters
Pagination metadata for a V2 list response.
Show Child Parameters
UplineContractAssignmentV2
objectIdentity of the assignment’s upline, surfaced as part of the caller’s own hierarchy.
The upline contract assignment id.
The upline assignment’s human-readable number.
The upline’s firm name, if the upline is a firm.
The upline’s person name, if the upline is an individual producer.