Momentum AMS REST API: Custom Fields

Momentum AMS REST API: Custom Fields
The Momentum AMS REST API allows you to create, update, and retrieve Custom Panels and Custom Fields, as well as insert values for those fields when creating insured records.

These tools are essential if your agency needs to capture unique data points not covered by default AMS fields.

In the AMS Interface

Before working with the API, you can view and manage Custom Panels & Fields directly in Momentum AMS by navigating to:

Miscellaneous → Agency Customization → Custom Fields

1. Create or Update Custom Panels & Fields

Endpoint:


POST https://api.nowcerts.com/api/CustomPanel/Insert

Inserts a new panel if one with the same name does not exist.
If a panel with the same name exists, updates it and inserts any new fields.
The request body must be a collection of CustomPanel objects.

Required:

name for the panel
name for each field
type (integer representation of the field type)

Common CustomFieldType Values:

0 = Text
1 = Number
4 = Date

Example Request:


[  {    "name": "Car",    "description": "Car Panel",    "customFields": [      { "name": "Model", "description": "Car Model", "type": 0, "order": 1 },      { "name": "Engine", "description": "Car Engine", "type": 0, "order": 2 },      { "name": "Horse Power", "description": "Car Horse Power", "type": 1, "order": 3 }    ],    "order": 1  },  {    "name": "Car Rental",    "description": "Car Rental Diary",    "customFields": [      { "name": "Car", "description": "Car Model", "type": 0, "order": 1 },      { "name": "Pick Up Date", "description": "Pick Up Date", "type": 4, "order": 2 }    ],    "order": 2  }
]

2. Insert Custom Field Values When Creating an Insured

Endpoint:


POST https://api.nowcerts.com/api/Insured/Insert

Use this to populate values for fields in existing panels.
Panels and fields must already exist—this method will not create them.
The request body must contain a customFields collection.

Example Request:


"customFields": [  {    "custoPanelName": "Car Panel",    "customFields": [      { "customFieldName": "Model", "customFieldValue": "Ford Focus" },      { "customFieldName": "Engine", "customFieldValue": "2.2" }    ]  },  {    "custoPanelName": "Car Rental",    "customFields": [      { "customFieldName": "Car Model", "customFieldValue": "Ford Mustang" },      { "customFieldName": "Pick Up Date", "customFieldValue": "2018-11-14T10:22:52.7777825+02:00" }    ]  }
]

3. Retrieve Custom Panel & Field Structure

Endpoint:


GET https://api.nowcerts.com/api/CustomPanel/GetStructure

Returns the structure of all custom panels and fields in your agency.
Use this to confirm the exact friendly names of panels and fields before inserting values.
API Help Page: GET CustomPanel/GetStructure

Best Practices

Always create panels and fields before inserting insureds with custom field values.
Keep panel and field names consistent—the API matches them exactly.
Use order to control the display order in the AMS interface.
Store type values accurately to avoid incorrect data entry.