Skip to main content

GetClientContracts

Returns contracts across all client (carrier) companies that the user can access.

Purpose

Returns contracts across all client (carrier) companies that the user can access. Use it to enumerate contracts the adjusting company is currently servicing, or to look up a contract's authority level, loss fund, or syndicate details.

Endpoint

  • Method: GetClientContracts

  • SOAPAction (1.1): "https://ftservices.onlinereportinginc.com/v2/GetClientContracts"

  • Parameter wrapper: <oParms>

Authentication

Standard credentials apply. See Authentication & Authorization.

Parameters

Name

Type

Required

Description

Login

string

yes

Authorized FileTrac system login.

Password

string

yes

Password for the login.

CompanyKey

string

yes

The unique company code provided by FileTrac.

ClientCompanyID

int

no

Filter to contracts of a specific client company.

ClientCompanyName

string

no

Filter by client company name (must match FileTrac exactly).

IncludeInactiveCompanies

boolean

no

Default false. Set true to include contracts of inactive client companies. WSDL parameter — not documented in the Freshdesk narrative.

ExcludeContractsOfClaims

boolean

no

Default false. When true, excludes contracts that are already attached to claims. WSDL parameter — not documented in the Freshdesk narrative.

CreateDate

dateTime

no

Filter to contracts created on or after this datetime. WSDL parameter — not documented in the Freshdesk narrative.

Response

Returns a list of ContractExtract objects. The schema is similar to the Contract returned by other methods, with these specific fields:

Property

Datatype

Description

ClientCompanyID

int

System ID of the client company on this contract.

ClientCompanyName

string

Client company name.

ClientCompanyBDX

string

Yes/No — whether the client company is a BDX account.

CoverholderCompanyID

int

System ID of the coverholder company.

CoverholderCompanyName

string

Coverholder company name.

SyndicateCompanyID

int

System ID of the syndicate company.

SyndicateCompanyName

string

Syndicate company name.

SyndicateCompanyNumber

string

Syndicate number.

ID

int

System-generated ID unique to the contract.

Name

string

Contract name.

Code

string

Contract code.

CompanyCode

string

Client company code.

DateStart

dateTime

Contract start date.

DateEnd

dateTime

Contract end date.

YOA

string

Year of Account.

UMR

string

Unique Market Reference.

AuthorityLevel

decimal

Authority level.

Notes

string

Free-text contract notes.

LossFund

decimal

Loss fund amount.

BrokerReferenceNumber

string

Broker reference number.

CreateDate

dateTime

System date the contract was created.

Errors

This method does not produce method-specific business errors. Authentication failures surface via ResponseCode. Invalid client-company filters yield an empty result set rather than an error.

Remarks

  • Returns contracts across all companies by default. Use ClientCompanyID or ClientCompanyName to scope to a single company.

  • ExcludeContractsOfClaims=true is useful when reconciling which contracts have never been used on a claim — for compliance review or contract pruning.

  • CreateDate filters by contract creation date, not by DateStart. To filter by contract effective date, post-filter the result locally on the DateStart / DateEnd fields.

  • Use GetClientCompanies for a company-first view. That method returns each client company with its contracts nested. Use GetClientContracts when you want contracts flattened across companies.

Example Request (SOAP 1.1)

POST /v2/service.asmx HTTP/1.1
Host: ftservices.onlinereportinginc.com
Content-Type: text/xml; charset=utf-8
SOAPAction: "https://ftservices.onlinereportinginc.com/v2/GetClientContracts"<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetClientContracts xmlns="https://ftservices.onlinereportinginc.com/v2/">
      <oParms>
        <Login>integration.svc</Login>
        <Password>•••••••••</Password>
        <CompanyKey>ACME-AC-001</CompanyKey>
        <ClientCompanyID>4218</ClientCompanyID>
        <IncludeInactiveCompanies>false</IncludeInactiveCompanies>
      </oParms>
    </GetClientContracts>
  </soap:Body>
</soap:Envelope>

Example Response (SOAP 1.1)

HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetClientContractsResponse xmlns="https://ftservices.onlinereportinginc.com/v2/">
      <GetClientContractsResult>
        <ContractExtract>
          <ClientCompanyID>4218</ClientCompanyID>
          <ClientCompanyName>Lone Star Mutual</ClientCompanyName>
          <ClientCompanyBDX>No</ClientCompanyBDX>
          <CoverholderCompanyID>0</CoverholderCompanyID>
          <CoverholderCompanyName/>
          <SyndicateCompanyID>0</SyndicateCompanyID>
          <SyndicateCompanyName/>
          <SyndicateCompanyNumber/>
          <ID>918</ID>
          <Name>Lone Star Mutual — Residential Property 2026</Name>
          <Code>LSM-RP-26</Code>
          <CompanyCode>LSM</CompanyCode>
          <DateStart>2026-01-01T00:00:00</DateStart>
          <DateEnd>2026-12-31T00:00:00</DateEnd>
          <YOA>2026</YOA>
          <UMR/>
          <AuthorityLevel>50000.00</AuthorityLevel>
          <Notes/>
          <LossFund>0.00</LossFund>
          <BrokerReferenceNumber/>
          <CreateDate>2025-11-12T09:14:22</CreateDate>
        </ContractExtract>
      </GetClientContractsResult>
    </GetClientContractsResponse>
  </soap:Body>
</soap:Envelope>

Related Methods

Did this answer your question?