Match a said or read answer to a planning question
Find what an answer said in words or read from a document means for one planning question, across the same market rater versions as Plan the next question.
The result is exact with the value to store at path, candidates best first for the person to pick from, or none. It never picks between two. A choice’s label, value or alias matches exactly; dates take written forms that parse one way, money and limits forms such as 100/300 or 100k, a full VIN the part its contract keeps (x-reduce), checked by its check digit (x-check).
Send answers when the question’s answers depend on earlier ones, as a car’s model does on its make.
Needs access to rate every named version and your raters:run permission. Matching changes nothing, so the request is safe to repeat.
POST
/
insurance
/
rating-programs
/
match
Match a said or read answer to a planning question
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/insurance/managed-filings/{filingId}/objections","href":"/api-reference/objections/list-workspace-objections-on-a-filing"},{"title":"Record an objection letter on a managed filing","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/managed-filings/{filingId}/objections","href":"/api-reference/objections/record-an-objection-letter-on-a-managed-filing"}]},{"group":"Answers","pages":[{"title":"Schedule an answer to a question","deprecated":null,"version":null,"openapi":"/openapi.json post /answers","href":"/api-reference/answers/schedule-an-answer-to-a-question"},{"title":"Get answer status or completed result","deprecated":null,"version":null,"openapi":"/openapi.json get /answers/{id}","href":"/api-reference/answers/get-answer-status-or-completed-result"}]},{"group":"Form comparisons","pages":[{"title":"Validate knowledge files","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/form-knowledge/validate","href":"/api-reference/form-comparisons/validate-knowledge-files"},{"title":"List form comparisons","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/form-comparisons","href":"/api-reference/form-comparisons/list-form-comparisons"},{"title":"Request a form comparison","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/form-comparisons","href":"/api-reference/form-comparisons/request-a-form-comparison"},{"title":"Get a form comparison","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/form-comparisons/{id}","href":"/api-reference/form-comparisons/get-a-form-comparison"},{"title":"Delete a form comparison","deprecated":null,"version":null,"openapi":"/openapi.json delete /insurance/form-comparisons/{id}","href":"/api-reference/form-comparisons/delete-a-form-comparison"}]},{"group":"Loss reviews","pages":[{"title":"List loss reviews","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/loss-reviews","href":"/api-reference/loss-reviews/list-loss-reviews"},{"title":"Review supplied loss evidence","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/loss-reviews","href":"/api-reference/loss-reviews/review-supplied-loss-evidence"},{"title":"List saved loss matters","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/loss-reviews/{id}/items","href":"/api-reference/loss-reviews/list-saved-loss-matters"},{"title":"Get a loss review","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/loss-reviews/{id}","href":"/api-reference/loss-reviews/get-a-loss-review"},{"title":"Delete a loss review","deprecated":null,"version":null,"openapi":"/openapi.json delete /insurance/loss-reviews/{id}","href":"/api-reference/loss-reviews/delete-a-loss-review"}]},{"group":"Access","pages":[{"title":"Read a resource access list","deprecated":null,"version":null,"openapi":"/openapi.json get /access/{resource}","href":"/api-reference/access/read-a-resource-access-list"},{"title":"Replace a resource access list","deprecated":null,"version":null,"openapi":"/openapi.json put /access/{resource}","href":"/api-reference/access/replace-a-resource-access-list"},{"title":"Change selected resource access","deprecated":null,"version":null,"openapi":"/openapi.json patch /access/{resource}","href":"/api-reference/access/change-selected-resource-access"}]},{"group":"Users","pages":[{"title":"Get current user","deprecated":null,"version":null,"openapi":"/openapi.json get /users/me","href":"/api-reference/users/get-current-user"},{"title":"List organization users","deprecated":null,"version":null,"openapi":"/openapi.json get /users","href":"/api-reference/users/list-organization-users"}]},{"group":"Groups","pages":[{"title":"List groups for sharing","deprecated":null,"version":null,"openapi":"/openapi.json get /groups","href":"/api-reference/groups/list-groups-for-sharing"}]},{"group":"Agent email aliases","pages":[{"title":"List agent email aliases","deprecated":null,"version":null,"openapi":"/openapi.json get /agent-email/aliases","href":"/api-reference/agent-email-aliases/list-agent-email-aliases"},{"title":"Create an agent email alias","deprecated":null,"version":null,"openapi":"/openapi.json post /agent-email/aliases","href":"/api-reference/agent-email-aliases/create-an-agent-email-alias"},{"title":"Get an agent email alias","deprecated":null,"version":null,"openapi":"/openapi.json get /agent-email/aliases/{alias}","href":"/api-reference/agent-email-aliases/get-an-agent-email-alias"},{"title":"Replace alias routing config","deprecated":null,"version":null,"openapi":"/openapi.json put /agent-email/aliases/{alias}","href":"/api-reference/agent-email-aliases/replace-alias-routing-config"},{"title":"Delete an agent email alias","deprecated":null,"version":null,"openapi":"/openapi.json delete /agent-email/aliases/{alias}","href":"/api-reference/agent-email-aliases/delete-an-agent-email-alias"}]},{"group":"Webhooks","pages":[{"title":"List webhook endpoints","deprecated":null,"version":null,"openapi":"/openapi.json get /webhook-endpoints","href":"/api-reference/webhooks/list-webhook-endpoints"},{"title":"Create a webhook endpoint","deprecated":null,"version":null,"openapi":"/openapi.json post /webhook-endpoints","href":"/api-reference/webhooks/create-a-webhook-endpoint"},{"title":"Read a webhook endpoint","deprecated":null,"version":null,"openapi":"/openapi.json get /webhook-endpoints/{id}","href":"/api-reference/webhooks/read-a-webhook-endpoint"},{"title":"Delete a webhook endpoint","deprecated":null,"version":null,"openapi":"/openapi.json delete /webhook-endpoints/{id}","href":"/api-reference/webhooks/delete-a-webhook-endpoint"},{"title":"Update a webhook endpoint","deprecated":null,"version":null,"openapi":"/openapi.json patch /webhook-endpoints/{id}","href":"/api-reference/webhooks/update-a-webhook-endpoint"},{"title":"Send a test event","deprecated":null,"version":null,"openapi":"/openapi.json post /webhook-endpoints/{id}/test","href":"/api-reference/webhooks/send-a-test-event"}]},{"group":"NAIC statutory data","pages":[{"title":"List a carrier’s state results","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers/{carrierId}/state-results","href":"/api-reference/naic-statutory-data/list-a-carrier’s-state-results"},{"title":"Get a carrier state result","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers/{carrierId}/state-results/{id}","href":"/api-reference/naic-statutory-data/get-a-carrier-state-result"},{"title":"Get a carrier’s annual financial totals","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers/{carrierId}/financials","href":"/api-reference/naic-statutory-data/get-a-carrier’s-annual-financial-totals"},{"title":"List a carrier’s line results","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers/{carrierId}/line-results","href":"/api-reference/naic-statutory-data/list-a-carrier’s-line-results"},{"title":"Get a carrier line result","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers/{carrierId}/line-results/{id}","href":"/api-reference/naic-statutory-data/get-a-carrier-line-result"},{"title":"List a carrier’s state license observations","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers/{carrierId}/state-licenses","href":"/api-reference/naic-statutory-data/list-a-carrier’s-state-license-observations"},{"title":"Get a carrier state license observation","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers/{carrierId}/state-licenses/{id}","href":"/api-reference/naic-statutory-data/get-a-carrier-state-license-observation"},{"title":"Get a carrier’s Schedule P interrogatories","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers/{carrierId}/loss-development/interrogatories","href":"/api-reference/naic-statutory-data/get-a-carrier’s-schedule-p-interrogatories"},{"title":"List a carrier’s Schedule P loss development rows","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers/{carrierId}/loss-development","href":"/api-reference/naic-statutory-data/list-a-carrier’s-schedule-p-loss-development-rows"},{"title":"Get a carrier Schedule P loss development row","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers/{carrierId}/loss-development/{id}","href":"/api-reference/naic-statutory-data/get-a-carrier-schedule-p-loss-development-row"}]},{"group":"Carriers","pages":[{"title":"List carriers","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers","href":"/api-reference/carriers/list-carriers"},{"title":"Get a carrier","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carriers/{id}","href":"/api-reference/carriers/get-a-carrier"}]},{"group":"Carrier groups","pages":[{"title":"List carrier groups","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carrier-groups","href":"/api-reference/carrier-groups/list-carrier-groups"},{"title":"Get a carrier group","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/carrier-groups/{id}","href":"/api-reference/carrier-groups/get-a-carrier-group"}]},{"group":"MGAs","pages":[{"title":"List MGAs","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/mgas","href":"/api-reference/mgas/list-mgas"},{"title":"Get an MGA","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/mgas/{id}","href":"/api-reference/mgas/get-an-mga"}]},{"group":"Product types","pages":[{"title":"List shared type definitions","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/types","href":"/api-reference/product-types/list-shared-type-definitions"},{"title":"Get a shared type definition","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/types/{typeId}","href":"/api-reference/product-types/get-a-shared-type-definition"}]},{"group":"Products","pages":[{"title":"Discover product profile fields","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/product-profile/schema","href":"/api-reference/products/discover-product-profile-fields"},{"title":"Get conditional target-market choices","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/product-profile/options","href":"/api-reference/products/get-conditional-target-market-choices"},{"title":"Get the products you have access to","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/product-access","href":"/api-reference/products/get-the-products-you-have-access-to"},{"title":"List the lines of business products use","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/product-lines","href":"/api-reference/products/list-the-lines-of-business-products-use"},{"title":"List products","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products","href":"/api-reference/products/list-products"},{"title":"Get a product","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{id}","href":"/api-reference/products/get-a-product"},{"title":"List recorded product filings in a state","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/availability/{state}/filings","href":"/api-reference/products/list-recorded-product-filings-in-a-state"},{"title":"Get recorded product underwriting manuals in a state","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/availability/{state}/uw-manuals","href":"/api-reference/products/get-recorded-product-underwriting-manuals-in-a-state"},{"title":"Get recorded product rate manuals in a state","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/availability/{state}/rate-manuals","href":"/api-reference/products/get-recorded-product-rate-manuals-in-a-state"},{"title":"Get recorded product forms in a state","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/availability/{state}/forms","href":"/api-reference/products/get-recorded-product-forms-in-a-state"},{"title":"Get recorded product marketing in a state","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/availability/{state}/marketing","href":"/api-reference/products/get-recorded-product-marketing-in-a-state"},{"title":"List published product events in a state","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/availability/{state}/events","href":"/api-reference/products/list-published-product-events-in-a-state"},{"title":"List published events across a product’s states","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/events","href":"/api-reference/products/list-published-events-across-a-product’s-states"},{"title":"Get one recorded product event","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/events/{id}","href":"/api-reference/products/get-one-recorded-product-event"},{"title":"Get a product profile","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/profile","href":"/api-reference/products/get-a-product-profile"},{"title":"List associated product resources","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/resources","href":"/api-reference/products/list-associated-product-resources"},{"title":"Get an associated product resource","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/resources/{resourceId}","href":"/api-reference/products/get-an-associated-product-resource"},{"title":"List your organization's rating plan requests for a product","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/rating-plan-requests","href":"/api-reference/products/list-your-organizations-rating-plan-requests-for-a-product"},{"title":"Request rating plans for product states","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/products/{productId}/rating-plan-requests","href":"/api-reference/products/request-rating-plans-for-product-states"},{"title":"Get your organization's catalog request for a product","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/catalog-requests","href":"/api-reference/products/get-your-organizations-catalog-request-for-a-product"},{"title":"Ask Effective to catalogue a product","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/products/{productId}/catalog-requests","href":"/api-reference/products/ask-effective-to-catalogue-a-product"},{"title":"List which rating program versions rate a product in a state","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/availability/{state}/rating-programs","href":"/api-reference/products/list-which-rating-program-versions-rate-a-product-in-a-state"}]},{"group":"Product timelines","pages":[{"title":"Get a product's timeline","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/timeline","href":"/api-reference/product-timelines/get-a-products-timeline"},{"title":"Get a digest of a product's timeline","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/products/{productId}/timeline/digest","href":"/api-reference/product-timelines/get-a-digest-of-a-products-timeline"}]},{"group":"Market raters","pages":[{"title":"List market raters","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/rating-programs","href":"/api-reference/market-raters/list-market-raters"},{"title":"Get a market rater","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/rating-programs/{id}","href":"/api-reference/market-raters/get-a-market-rater"},{"title":"Subscribe to a market rater","deprecated":null,"version":null,"openapi":"/openapi.json put /insurance/rating-programs/{id}/subscription","href":"/api-reference/market-raters/subscribe-to-a-market-rater"},{"title":"Unsubscribe from a market rater","deprecated":null,"version":null,"openapi":"/openapi.json delete /insurance/rating-programs/{id}/subscription","href":"/api-reference/market-raters/unsubscribe-from-a-market-rater"},{"title":"Get the input and output schemas of a market rater version","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/rating-programs/{id}/versions/{version}/contract","href":"/api-reference/market-raters/get-the-input-and-output-schemas-of-a-market-rater-version"},{"title":"Rate a submission with the latest version of a market rater","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/rating-programs/{id}/rate","href":"/api-reference/market-raters/rate-a-submission-with-the-latest-version-of-a-market-rater"},{"title":"Rate a submission with a market rater version","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/rating-programs/{id}/versions/{version}/rate","href":"/api-reference/market-raters/rate-a-submission-with-a-market-rater-version"},{"title":"Plan the next question for market rater versions","description":"Name the market rater versions a household may be rated by, send every answer so far, and get the next question and each version’s status. A version’s status is `priced`, `declined`, `invalid` or `open`, as for [rating with `allowMissing`](/api-reference/market-raters/rate-a-submission-with-a-market-rater-version).\n\nEffective stores nothing between calls: each call carries all answers, so the same request always returns the same question, and a retry is safe. One set of answers serves the whole basket, and each version reads only the paths its own input contract declares. `next` is a card the person answers: its `kind` and `format` say which input to show, and its `path` says where the answer goes in `answers`. It is `null` once every version is priced or declined. `questions` holds every open card in asking order, each with its `screen`, the record it belongs to: show a screen's cards together.\n\nSend each version's status from the previous call as `previous`: `changes` then names each version whose status changed, with the refused answer for a decline. Send `asOf` to fill look-back windows such as \"since March 2016\". Send a car's full VIN at its `vin_pattern`: Effective decodes it, fills the car's `vpic_*` answers and keeps only the pattern, and returns the answers as it read them in `answers`. What the VIN suggests, such as the car's year, make, model, drive, fuel and body, rides on those questions' cards as `suggested` with `source` `vin_decode`: show them together and let the person confirm or correct them. A client with its own decode may send the `vpic_*` answers instead. Send `fills` for what else you fill from an answer: a question that fills others is asked before them.\n\nCoverage is chosen, not asked: `choices` in the response lists each limit, deductible or term the basket prices, with every program's steps. Send the person's choices as `choices`, by path. Each version is rated at its own nearest step, by the shape its contract gives the choice: a limit up, a limit pair up as one pair, a deductible down. It reports in its `choices` what it priced. When some versions do not sell a choice as asked, `task.differences` lists them with the steps they do offer: ask the person once, and send the pick as `overrides`.\n\n`issues` lists answers or choices the versions' contracts cannot read as sent, each with its `path`, a `code` and, where known, what is `expected` and `candidates` that may be meant. Correct them and plan again.\n\nNeeds access to rate every named version and your `raters:run` permission. Rating changes nothing, so the request is safe to repeat.","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/rating-programs/plan","href":"/api-reference/market-raters/plan-the-next-question-for-market-rater-versions"},{"title":"Match a said or read answer to a planning question","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/rating-programs/match","href":"/api-reference/market-raters/match-a-said-or-read-answer-to-a-planning-question"},{"title":"Search a long list of a market rater version","description":"Find the answers of a long list, such as car models, that match what the person typed. A planning question of kind `search` names its list. Matching is by fixed rules: lower case, punctuation as spaces, each typed word a word prefix. An exact label comes first, then a label that starts with the query, then any other match, with ties by label.","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/rating-programs/{id}/versions/{version}/lists/{name}","href":"/api-reference/market-raters/search-a-long-list-of-a-market-rater-version"},{"title":"List market rater versions","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/rating-programs/{id}/versions","href":"/api-reference/market-raters/list-market-rater-versions"},{"title":"Get a market rater version","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/rating-programs/{id}/versions/{version}","href":"/api-reference/market-raters/get-a-market-rater-version"},{"title":"Download a market rater version","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/rating-programs/{id}/versions/{version}/download","href":"/api-reference/market-raters/download-a-market-rater-version"}]},{"group":"Filings","pages":[{"title":"Search filings","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/filings/search","href":"/api-reference/filings/search-filings"},{"title":"List catalog filings","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/filings","href":"/api-reference/filings/list-catalog-filings"},{"title":"Get a catalog filing","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/filings/{filingId}","href":"/api-reference/filings/get-a-catalog-filing"},{"title":"List stored filing files","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/filings/{filingId}/files","href":"/api-reference/filings/list-stored-filing-files"},{"title":"List extracted filing forms","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/filings/{filingId}/forms","href":"/api-reference/filings/list-extracted-filing-forms"},{"title":"Get extracted filing rate impact","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/filings/{filingId}/rate-impact","href":"/api-reference/filings/get-extracted-filing-rate-impact"},{"title":"Get one extracted filing form","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/filings/{filingId}/forms/{id}","href":"/api-reference/filings/get-one-extracted-filing-form"}]},{"group":"Files","pages":[{"title":"Download one immutable file version","deprecated":null,"version":null,"openapi":"/openapi.json get /files/{fileId}/download","href":"/api-reference/files/download-one-immutable-file-version"},{"title":"Read a bounded chunk of existing extracted text","deprecated":null,"version":null,"openapi":"/openapi.json get /files/{fileId}/text","href":"/api-reference/files/read-a-bounded-chunk-of-existing-extracted-text"},{"title":"Get file metadata and content links","deprecated":null,"version":null,"openapi":"/openapi.json get /files/{fileId}","href":"/api-reference/files/get-file-metadata-and-content-links"}]},{"group":"Managed Filings","pages":[{"title":"Find supporting requirements before creating a filing","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/managed-filings/requirements","href":"/api-reference/managed-filings/find-supporting-requirements-before-creating-a-filing"},{"title":"Read full supporting requirement instructions","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/managed-filings/requirements/{requirementId}","href":"/api-reference/managed-filings/read-full-supporting-requirement-instructions"},{"title":"Find supporting requirements for an existing filing","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/managed-filings/{filingId}/requirements","href":"/api-reference/managed-filings/find-supporting-requirements-for-an-existing-filing"},{"title":"Check staging credentials","deprecated":null,"version":null,"openapi":"/openapi.json get /insurance/managed-filings/{filingId}/staging","href":"/api-reference/managed-filings/check-staging-credentials"},{"title":"Authorize and start SERFF staging","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/managed-filings/{filingId}/staging","href":"/api-reference/managed-filings/authorize-and-start-serff-staging"},{"title":"Sync a managed filing from SERFF","deprecated":null,"version":null,"openapi":"/openapi.json post /insurance/managed-filings/{filingId}/serff-sync","href":"/api-reference/managed-filings/sync-a-managed-filing-from-serff"},{"title":"Read a filing's regulatory history","deprecated":null,"version":null,"openapi":"/openapi.json get 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