Policy change web services
To start policy change jobs from an external system, use the PolicyChangeAPI web service.
Policy change jobs modify in-force policies. Policy changes range from simple location changes to complex coverage changes. Policy change jobs often require new quotes and bindings of policy periods.
The PolicyChangeAPI web service has two methods. Both take the following parameters:
- Policy number as a
String - Effective date as a
Date
Both methods return the JobNumber property of the new
job. The methods differ in whether the policy change is quoted and bound
automatically by the web service or manually by a user.
See also
Starting an automatic policy change job
Use the startAutomaticPolicyChange method to start a policy change job that attempts to quote the change and bind the policy automatically. If errors occur, users complete the policy changes manually through the PolicyCenter interface.
You can modify the default behavior by
changing the implementation of PolicyChangeProcess.startAutomatic.
An actual workflow can be started with this method to control the job’s progress.
Starting a manual policy change job
Use the startManualPolicyChange method to start a policy change job that waits in draft mode for a user to quote and finish it manually. The method does not attempt to quote and bind the change automatically.
Specifying what policy data to change
In the default configuration, the methods of the PolicyChangeAPI web service do not change any policy data. You must add your own methods to change policy data.
PolicyCenter updates policy contacts from account contacts automatically after a job starts. You can use this API to trigger a policy change job. The API pulls in the latest version of each PolicyContact object from its associated AccountContact object.