Policy period web services

To add notes to policies and policy periods and to add documents to policy periods, use the PolicyPeriodAPI web service.

The methods of the PolicyPeriodAPI web service all accept the public IDs of policies and policy periods as String parameters. In addition, they accept instances of GX models for notes or documents as String parameters. A GX model contains an entity’s property data in XML format.

Add notes to policies and policy periods

Use the addNoteToPolicy method to add a note to a policy. It takes the public ID of a policy, as a String, and a GX model of a Note.

Use the addNoteToPolicyPeriod method to add a note to a policy period. It takes the public ID of a policy period, as a String, and a GX model of a Note.

Add documents to policy periods

To add a document to a policy period, call the PolicyPeriodAPI web service method addDocumentToPolicyPeriod. The method accepts the following arguments.

  • Public ID of a policy period
  • GX model of a Document.

The method returns the public ID of the new Document entity instance.