Technical MTA (tMTA)

A Technical Mid-Term Adjustment (tMTA) is a simplified, technical process used to change data or attach documents to an already issued policy, without initiating a full commercial MTA (which might impact pricing, coverage, or contract structure). This adjustment is purely administrative and should influence only the fields that don't affect final premium.

tMTA is typically used in scenarios where:

• Some data needs to be changed post policy issue
• A signed contract, scanned certificate, or supporting documentation needs to be added post-issuance.
• No financial, legal, or coverage-related parameters of the policy are being changed.
• No new documents or policy version needs to be created or shared with the customer

tMTA serves as a lightweight and technical mechanism to change specific data and/or add supplementary documents to active policies. It is designed for backend or system-level integrations and should not be confused with a full MTA that triggers recalculations or business rules.

This endpoint is used to upload documents (e.g., PDFs or images) for a given insurance policy and/or change specified data. It supports file uploads encoded in Base64 format and allows categorizing the document under types like "other" by default.

curl -i -X PUT \
  'https://ledger.docs.insly.com/_mock/apis/ledger/bundled/api/v1/ledger/policies/{id}/data-change' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>' \
  -H 'X-TENANT-ID: {$inputs.tenant}'

{
  "policy": {
    "id": "1234",
    "policyNo": "string",
    "dateIssue": "2019-08-24",
    "dateInception": "2019-08-24",
    "dateExpiry": "2019-08-24",
    "financials": { … },
    "params": { … }
  },
  "customer": {
    "name": "string",
    "code": "string",
    "params": { … }
  },
  "agent": {
    "broker": "string",
    "code": "string",
    "params": { … }
  },
  "objects": {
    "objectId": { … }
  }
}

No Premium Impact: tMTAs must not affect pricing, premium calculations, or financial flows. If a change could influence the premium or coverage, a full MTA should be used instead.

Only PDF and PNG files are currently supported via MIME types.