Quote data manager process flow

Calls to quote data manager methods create XML quote data on the quote-only instance and retrieve XML data on the system of record in the following typical sequence:

On the PolicyCenter instance that provides high volume quoting

1. The web service that you implement creates a policy period entity instance from the information that the comparative rater site sends to PolicyCenter.
2. The web service calls the quoting factory createQuoteDataManager method to create the quote data manager. The web service calls the quote data manager generateAndExportQuote method.
3. The generateAndExportQuote method:
   • Requests a quote from the job entity instance for the policy period.
   • Calls the quoting factory createQuoteConverter method to create a quote converter object.
   • Calls the quote converter convertQuotePeriod method to create the XML representation of the quote.
   • Calls the quoting factory createQuoteStore method to create a quote store object.
   • Calls the quote store storeQuote method to store the XML representation of the quote in the external quote storage database. This method returns a QuoteKey object that contains the reference number of the quote.
   • Sets the QuoteIdentifier property of the policy period to the quote reference number.
4. The web service sends the quote reference number with other quote information that the comparative rater requires to the comparative rater system.

On the PolicyCenter SOR

1. The PolicyCenter user interface calls the quoting factory createQuoteDataManager method to create the quote data manager.
2. The user interface calls the quote data manager createAccountSearchCriteria method to locate an existing account for a quote that a comparative rater’s customer wants to accept. The parameter for this method is the sidecar XML of a quote from the external quote database. The account search uses the account holder information in the XML data to locate matching accounts. The user interface provides additional search fields to refine the list of accounts that the search action returns.
3. A quote search criteria object identifies a quote on the HVQ database.
4. The user interface calls the quote data manager retrieveQuote method.
5. The retrieveQuote method:
   • Calls the quoting factory createQuoteStore method to create a quote store object.
   • Calls the quote store retrieveQuote method to retrieve the XML representation of the quote from the external quote storage database.
6. The quote data manager retrieveQuote method returns that XML data object to the user interface.
7. The user interface calls the quote data manager reconstituteQuote method to convert the XML data to a policy period (PolicyPeriod) entity instance.
8. The reconstituteQuote method:
   • Calls the quoting factory createQuoteConverter method to create a quote converter object.
   • Calls the quote converter restoreQuotePeriod method to create a policy period from the XML representation of the quote. The quote converter restoreQuotePeriod method checks the sidecar XML for any additional entities that relate to the quote. These types of entities include an account for the insured, a producer, an underwriting issue type, and so on. If PolicyCenter does not have matching records, you must create them. You must ensure that the foreign keys in the policy period refer to the correct existing or newly created records. Do not assume that the public ID values of any records in the SOR PolicyCenter are the same as those in the quote-only instance.
   • Sets the status of the policy period to quoted and performs post-quote processes. The quote-only instance does not perform this step. These post-quote processes include inferring the forms for the quote, setting payment information, attaching reinsurance agreements, and raising underwriting issues. The quote on this policy period is now valid and can be bound.
   • Calls the quote store callback method, onReconstitute. Use this method to check that the SOR succeeded in creating the quote. Update the quote record in the external quote database with the submission ID and account ID of the policy period. The quote-only instance can use this information to determine that the SOR created a quote from the data.