> ## Documentation Index > Fetch the complete documentation index at: https://docs.canary.effectiveai.app/llms.txt > Use this file to discover all available pages before exploring further. # Create a working filing > Create a managed filing in scope mc:. Requires MC edit permission and registered filing/reference types. The caller owns the new record. Uses existing Records sharing defaults. Does not start a Captain for API-key callers or contact SERFF. POST is not idempotent: inspect the list after an uncertain response before creating again. ## OpenAPI ````yaml /openapi.json post /managed-filings openapi: 3.0.3 info: title: Effective API version: 2.0.0 description: The public Effective REST API. Authenticate using an Effective API key. servers: - url: https://canary.effectiveai.app/api/v2 description: Canary security: - bearerAuth: [] paths: /managed-filings: post: tags: - Managed Filings summary: Create a working filing description: >- Create a managed filing in scope mc:. Requires MC edit permission and registered filing/reference types. The caller owns the new record. Uses existing Records sharing defaults. Does not start a Captain for API-key callers or contact SERFF. POST is not idempotent: inspect the list after an uncertain response before creating again. operationId: createManagedFiling requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/V2ManagedFilingCreate' responses: '201': description: Created filing. Location identifies its detail URL. headers: Location: schema: type: string required: true content: application/json: schema: $ref: '#/components/schemas/V2ManagedFilingDetail' '400': description: Invalid fields or request. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '401': description: Authentication required. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '403': description: A write-capable user credential and edit access are required. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '404': description: >- Filing, item, reference, or registered record type is missing or inaccessible. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '409': description: >- Read-only filing, occupied schedule position, dependency, or concurrent change. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '415': description: Content-Type must be application/json. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '500': description: Unexpected server error. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '503': description: Dependency temporarily unavailable. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' security: - bearerAuth: [] components: schemas: V2ManagedFilingCreate: type: object properties: scope: type: string pattern: ^mc:[A-Za-z0-9][A-Za-z0-9-]{0,127}$ description: MC UUID or stable slug prefixed with mc:. companyId: type: string format: uuid jurisdictionId: type: string format: uuid primaryProductId: type: string format: uuid additionalProductIds: type: array items: type: string format: uuid maxItems: 100 filingType: type: string enum: - form - rate - rule - rate_rule - form_rate - form_rule - form_rate_rule - adoption - withdrawal predecessorFilingId: type: string nullable: true format: uuid projectId: type: string nullable: true format: uuid description: type: string nullable: true minLength: 1 maxLength: 20000 reviewType: type: string nullable: true enum: - prior_approval - file_and_use - use_and_file - informational - null toiCode: type: string nullable: true enum: - '01.0' - '02.1' - '02.3' - '03.0' - '04.0' - '05.0' - '05.1' - '05.2' - '06.0' - '08.0' - '09.0' - '10.0' - '11.0' - '11.1' - '11.2' - '12.0' - '16.0' - '17.0' - '17.1' - '17.2' - '18.0' - '19.0' - '20.0' - '21.4' - '22.0' - '23.0' - '24.0' - '26.0' - '27.0' - '28.1' - '28.2' - '28.3' - '30.0' - '30.1' - '33.0' - '34.0' - '35.0' - null description: >- NAIC TOI code. When changing or clearing it, also change or clear any incompatible subToiCode. subToiCode: type: string nullable: true enum: - '01.0001' - '01.0002' - '02.1000' - '02.1001' - '02.1002' - '02.3001' - '02.3002' - '02.3003' - '02.3004' - '03.0000' - '04.0000' - '04.0001' - '04.0002' - '04.0003' - '04.0004' - '04.0005' - '05.0000' - '05.0001' - '05.0002' - '05.0003' - '05.0004' - '05.0005' - '05.0006' - '05.0007' - '05.1000' - '05.1001' - '05.1002' - '05.1003' - '05.1004' - '05.1005' - '05.1006' - '05.1007' - '05.2000' - '05.2001' - '05.2002' - '05.2003' - '05.2004' - '05.2005' - '05.2006' - '05.2007' - '06.0000' - '06.0001' - '06.0002' - '06.0003' - '06.0004' - '08.0000' - '09.0000' - '09.0001' - '09.0002' - '09.0003' - '09.0004' - '09.0005' - '09.0006' - '09.0007' - '09.0008' - '09.0009' - '09.0010' - '10.0000' - '11.0000' - '11.0001' - '11.0002' - '11.0003' - '11.0004' - '11.0005' - '11.0006' - '11.0007' - '11.0008' - '11.0009' - '11.0010' - '11.0011' - '11.0012' - '11.0013' - '11.0014' - '11.0015' - '11.0016' - '11.0017' - '11.0018' - '11.0019' - '11.0020' - '11.0021' - '11.0022' - '11.0023' - '11.0024' - '11.0025' - '11.0026' - '11.0027' - '11.0028' - '11.0029' - '11.0030' - '11.0031' - '11.0032' - '11.0033' - '11.1000' - '11.1001' - '11.1002' - '11.1003' - '11.1004' - '11.1005' - '11.1006' - '11.1007' - '11.1008' - '11.1009' - '11.1010' - '11.1011' - '11.1012' - '11.1013' - '11.1014' - '11.1015' - '11.1016' - '11.1017' - '11.1018' - '11.1019' - '11.1020' - '11.1021' - '11.1022' - '11.1023' - '11.1024' - '11.1025' - '11.1026' - '11.1027' - '11.1028' - '11.1029' - '11.1030' - '11.1031' - '11.1032' - '11.1033' - '11.2000' - '11.2001' - '11.2002' - '11.2003' - '11.2004' - '11.2005' - '11.2006' - '11.2007' - '11.2008' - '11.2009' - '11.2010' - '11.2011' - '11.2012' - '11.2013' - '11.2014' - '11.2015' - '11.2016' - '11.2017' - '11.2018' - '11.2019' - '11.2020' - '11.2021' - '11.2022' - '11.2023' - '11.2024' - '11.2025' - '11.2026' - '11.2027' - '11.2028' - '11.2029' - '11.2030' - '11.2031' - '11.2032' - '11.2033' - '12.0001' - '12.0002' - '16.0000' - '16.0001' - '16.0002' - '16.0003' - '16.0004' - '16.0005' - '17.0000' - '17.0001' - '17.0002' - '17.0003' - '17.0004' - '17.0005' - '17.0006' - '17.0007' - '17.0008' - '17.0009' - '17.0010' - '17.0011' - '17.0012' - '17.0013' - '17.0014' - '17.0015' - '17.0016' - '17.0017' - '17.0018' - '17.0019' - '17.0020' - '17.0021' - '17.0022' - '17.0023' - '17.0024' - '17.0025' - '17.0026' - '17.0027' - '17.0028' - '17.0029' - '17.1000' - '17.1001' - '17.1002' - '17.1003' - '17.1004' - '17.1005' - '17.1006' - '17.1007' - '17.1008' - '17.1009' - '17.1010' - '17.1011' - '17.1012' - '17.1013' - '17.1014' - '17.1015' - '17.1016' - '17.1017' - '17.1018' - '17.1019' - '17.1020' - '17.1021' - '17.1022' - '17.1023' - '17.1024' - '17.1025' - '17.1026' - '17.1027' - '17.1028' - '17.1029' - '17.2000' - '17.2001' - '17.2002' - '17.2003' - '17.2004' - '17.2005' - '17.2006' - '17.2007' - '17.2008' - '17.2009' - '17.2010' - '17.2011' - '17.2012' - '17.2013' - '17.2014' - '17.2015' - '17.2016' - '17.2017' - '17.2018' - '17.2019' - '17.2020' - '17.2021' - '17.2022' - '17.2023' - '17.2024' - '17.2025' - '17.2026' - '17.2027' - '17.2028' - '17.2029' - '18.0000' - '18.0001' - '18.0002' - '19.0000' - '19.0001' - '19.0002' - '19.0003' - '19.0004' - '20.0000' - '20.0001' - '20.0002' - '20.0003' - '20.0004' - '21.0004' - '22.0000' - '23.0000' - '24.0000' - '26.0001' - '26.0002' - '27.0000' - '28.1000' - '28.2001' - '28.2002' - '28.2003' - '28.2004' - '28.2005' - '28.2006' - '28.3000' - '30.0000' - '30.1000' - '33.0001' - '33.0002' - '33.0003' - '33.0004' - '33.0005' - '33.0006' - '34.0000' - '35.0000' - '35.0001' - '35.0002' - null description: >- Requires toiCode and must belong to that TOI. PATCH validates against the resulting filing, including unchanged fields. Discover valid pairs through the Records filings subToiCode field options endpoint with dependencyValue=. serffTrackingNumber: type: string nullable: true minLength: 1 maxLength: 256 stateTrackingNumber: type: string nullable: true minLength: 1 maxLength: 256 companyTrackingNumber: type: string nullable: true minLength: 1 maxLength: 256 disposition: type: string nullable: true enum: - pending - approved - filed - acknowledged - deemed_approved - disapproved - withdrawn - closed - null dispositionDate: type: string nullable: true format: date effectiveFromNew: type: string nullable: true format: date effectiveFromRenewal: type: string nullable: true format: date required: - scope - companyId - jurisdictionId - primaryProductId - filingType additionalProperties: false V2ManagedFilingDetail: type: object properties: id: type: string format: uuid description: Filing Record ID; not a reference-catalog filing ID. scope: type: string pattern: ^mc:[0-9a-f-]{36}$ description: 'Canonical authorization scope: mc:.' displayName: type: string filingMode: type: string nullable: true enum: - reference - managed - null description: Null means unclassified legacy data; do not assume it is editable. companyId: type: string format: uuid jurisdictionId: type: string format: uuid primaryProductId: type: string format: uuid filingType: type: string description: type: string nullable: true serffTrackingNumber: type: string nullable: true stateTrackingNumber: type: string nullable: true companyTrackingNumber: type: string nullable: true createdAt: type: string format: date-time updatedAt: type: string format: date-time additionalProductIds: type: array items: type: string format: uuid predecessorFilingId: type: string nullable: true format: uuid projectId: type: string nullable: true format: uuid reviewType: type: string nullable: true toiCode: type: string nullable: true subToiCode: type: string nullable: true disposition: type: string nullable: true dispositionDate: type: string nullable: true format: date effectiveFromNew: type: string nullable: true format: date effectiveFromRenewal: type: string nullable: true format: date permissions: type: object properties: read: type: boolean enum: - true edit: type: boolean description: >- Current MC and row permission for managed filing content. Reference/unclassified filings return false. manageAccess: type: boolean description: >- Existing Records sharing permission, including platform administration rules. required: - read - edit - manageAccess additionalProperties: false description: >- Advisory current permissions, not endpoint availability or authorization for a later request. Staging/recording permissions are not published by this read-only slice. required: - id - scope - displayName - filingMode - companyId - jurisdictionId - primaryProductId - filingType - description - serffTrackingNumber - stateTrackingNumber - companyTrackingNumber - createdAt - updatedAt - additionalProductIds - predecessorFilingId - projectId - reviewType - toiCode - subToiCode - disposition - dispositionDate - effectiveFromNew - effectiveFromRenewal - permissions additionalProperties: false V2CodedError: allOf: - $ref: '#/components/schemas/V2Error' - type: object properties: code: type: string minLength: 1 description: Stable error code. Clients must tolerate unknown future codes. details: type: array items: type: object properties: location: type: string enum: - path - query - header - body path: type: array items: type: string maxLength: 64 maxItems: 12 code: type: string enum: - required - invalid_type - invalid_value - unknown_field message: type: string minLength: 1 maxLength: 200 required: - location - path - code - message minItems: 1 maxItems: 20 description: Bounded safe validation issues; may omit some invalid fields. requestId: type: string minLength: 1 maxLength: 128 description: >- Existing server correlation for this HTTP attempt, when available. required: - code V2Error: type: object properties: error: type: string minLength: 1 description: Human-readable explanation of the failure. required: - error securitySchemes: bearerAuth: type: http scheme: bearer description: 'Effective API key. Send Authorization: Bearer sk-eai-...' ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.