XML structures and classes for quotes

A quote representation requires two types of XML structure. An Archive XML structure represents the policy period entity instance for the quote. PolicyCenter can interpret this type of XML structure after a system upgrade, without requiring customization even if entity structures change in the data model.

The Archive XML includes fields that contain identifier (ID) values that refer to other entities, such as a producer code or underwriting issue codes. Identifiers for these entities can differ between the quote-only and system-of-record PolicyCenter instances. A second XML structure, known as a sidecar, contains denormalized metadata information about the other entities that the quote requires. The information in the sidecar XML enables the SOR PolicyCenter to assign the correct references to the quote that the comparative rater’s customer wants to bind. PolicyCenter also uses the sidecar information to search for quotes if the user does not have the reference number of the quote. The sidecar XML contains information about the following entities:

  • Account holder (AccountContact)
  • Group (Group)
  • Industry code (IndustryCode)
  • Organization (Organization)
  • Producer code (ProducerCode)
  • User (User)
  • Underwriting company (UWCompany)
  • Underwriting issue (UWIssue)

The following XML lines show an example of sidecar data:

<?xml version="1.0" encoding="UTF-8"?>
<AdditionalEntity xmlns="http://guidewire.com/quoting/sidecar" 
        xmlns:gw="http://guidewire.com/quoting/sidecar">
  <AccountHandler>
    <AccountSearchCriteria FirstName="Gregory" LastName="House"/>
  </AccountHandler>
  <ProducerCodeHandler>
    <OrganizationName name="ACV Property Insurance" producerCodeID="pc:16"/>
    <ProducerCode code="301-008578" producerCodeID="pc:16"/>
    <OrganizationName name="Armstrong and Company" producerCodeID="pc:6"/>
    <ProducerCode code="100-002541" producerCodeID="pc:6"/>
  </ProducerCodeHandler>
  <IndustryCodeHandler>
    <IndustryCode code="0740" domainName="SIC" effectiveDate="1990-01-01 00:00:00.000" 
        industryCodeID="SIC:0740"/>
  </IndustryCodeHandler>
  <UserHandler>
    <userInSystem userID="default_data:1" userName="su"/>
    <userInSystem userID="pc:123" userName="carkle"/>
    <userInSystem userID="pc:37" userName="enyugen"/>
  </UserHandler>
  <GroupHandler>
    <OrganizationName groupID="pc:151" orgName="ACV Property Insurance"/>
    <GroupInSystem groupID="pc:151" groupName="Producers"/>
    <OrganizationName groupID="pc:41" orgName="Enigma Fire &amp; Casualty"/>
    <GroupInSystem groupID="pc:41" groupName="Minneapolis Branch UW"/>
    <OrganizationName groupID="systemTables:1" orgName="Enigma Fire &amp; Casualty"/>
    <GroupInSystem groupID="systemTables:1" groupName="Enigma Fire &amp; Casualty"/>
  </GroupHandler>
  <UWCompanyHandler>
    <UWCompany code="1111_11111" uwCompanyID="uwc:1"/>
  </UWCompanyHandler>
  <UWIssueTypeHandler>
    <UWIssueType code="PAGarageState" uwIssueTypeID="587b5e62-4f9c-4393-a3bd-a130cd495427"/>
    <UWIssueType code="PACompDeductible" uwIssueTypeID="674b77e1-fbec-4b8d-884b-301a33cec228"/>
    <UWIssueType code="PACollisionDeductible" uwIssueTypeID="87a76d80-1588-4f3b-9a15-5a418bb85d08"/>
  </UWIssueTypeHandler>
</AdditionalEntity>

PolicyCenter uses two classes to support the creation and retrieval of quote data in XML format:

  • A class for storing quotes. This class implements the gw.api.quoting.QuoteRepresentation interface. PolicyCenter provides a demonstration implementation of this interface at gw.quoting.impl.ArchiveXmlQuoteRepresentation.
  • A class for retrieving and reconstituting quotes. This class implements the gw.api.quoting.RestoreQuoteRepresentation interface and extends the class that implements the gw.api.quoting.QuoteRepresentation interface. PolicyCenter provides a demonstration implementation of this interface at gw.quoting.impl.ArchiveXmlRestoreQuoteRepresentation.

You use the demonstration classes as a basis for your own implementations of the interfaces. You can edit the classes or create your own classes.

The QuoteRepresentation interface provides the following properties:

  • QuoteInfo – A read-only property of type gw.api.quoting.QuoteInfoWrapper, containing the quote information in Archive XML format.
  • AdditionalInfo – A read-only property of type gw.api.quoting.QuoteAdditionalInfoWrapper, containing the sidecar XML.

The RestoreQuoteRepresentation interface extends the QuoteRepresentation interface by providing the read-only property, QuoteKey. QuoteKey is an object of type gw.api.quoting.QuoteKey. This object stores the reference number of the quote as a unique identifier. The constructor takes a String parameter that is the reference number value. The QuoteKey.PolicyQuoteId read-only String property provides the value of the reference number.