The Enterprise Document Service (EDS) API is the system of record for documents across the Zinnia life insurance and annuity platform. Store a document once, then retrieve, update, and search it for the full duration of its retention period. The API covers carrier-issued correspondence, annual tax forms, and service request forms. ## Overview A document in EDS has two parts: - **Content** — the file itself. - **Metadata** — structured business information describing what the file is and what it relates to. Each document is identified by a `documentId`, assigned at upload. Treat it as an opaque handle: store it and pass it back on every subsequent call for that document. Tax forms are managed separately from the general document collection. They are never returned by Search Documents and are accessible only through the two Tax Form operations. Service request forms are managed separately from the general document collection. They are never returned by Search Documents and are accessible only through the Service Request Form operations. ## Operations

Operation	Method and path	Purpose
Upload Document	`POST /document/v3/documents`	Store a new file with its business metadata and receive a `documentId`.
Get Document Metadata	`GET /document/v3/documents/{documentId}`	Retrieve full metadata for a document, optionally including version history.
Update Document	`PUT /document/v3/documents/{documentId}`	Update metadata, optionally replace the file content, and create a new version.
Download Document	`GET /document/v3/documents/{documentId}/download`	Retrieve document content, returned Base64-encoded in a JSON envelope.
Search Documents	`POST /document/v3/documents/search`	Find documents by carrier, policy, case, agent, type, status, date range, and identifier tags.
Get Tax Forms	`GET /document/v3/tax-forms`	List tax forms available for a contract.
Download Tax Form	`GET /document/v3/tax-forms/{formId}/download`	Retrieve a tax form as a Base64-encoded PDF.
Upload Service Request Form	`POST /document/v3/service-request-form/upload`	Upload a service request form with metadata and receive a `documentId`.
Search Service Request Forms	`POST /document/v3/service-request-form/search`	Find service request forms by carrier, form type, subtype, category, and state.
Update Service Request Form	`PUT /document/v3/service-request-form/update/{documentId}`	Update an existing service request form file and/or metadata.
Download Service Request Form	`GET /document/v3/service-request-form/{documentId}/download`	Retrieve a service request form as binary data, or a public URL when no document key is available.

Authentication and authorization

Every endpoint requires a JWT bearer token in the `Authorization` header: `Authorization: Bearer {token}`. The `Bearer` prefix is case-sensitive and must include the trailing space exactly as shown. Tokens are machine-to-machine (M2M) access tokens issued by the Zinnia identity provider. Contact your Zinnia representative to obtain credentials. **Note:** M2M access tokens are valid for 24 hours from issuance and may be reused for any number of requests within that window. ## Version history - **`3.1.0` (Latest)** - Adds Service Request Form operations: upload, search, update, and download. - **`3.0.0`** - Initial published v3 release. All paths use the `/document/v3/...` prefix. Includes the seven Document and Tax Form operations, complete request/response schemas, parameter definitions, error responses, and worked examples.

Enterprise Documents API