guidewire.insnow
Module guidewire.insnow
Definitions
ballerinax/guidewire.insnow Ballerina library
Overview
Guidewire InsuranceNow is a cloud-based insurance platform offering comprehensive tools for policy, billing, and claims management, designed to streamline operations and improve customer service in the insurance industry.
The Guidewire InsuranceNow connector provides a client API to connect to Guidewire InsuranceNow cloud API. It is compatible with the Guidewire InsuranceNow 2023.3 (Innsbruck) REST API version.
Key Features
- Comprehensive tools for policy, billing, and claims management
- Client API for connecting to Guidewire InsuranceNow cloud API
- Streamline operations and improve customer service
- Compatible with 2023.3 (Innsbruck) REST API version
Setup guide
To use the Ballerina Guidewire InsuranceNow connector, access to the Guidewire API is required. Access is granted to partners or customers of the Guidewire platform. To become a partner or customer, reach out to Guidewire's sales team via the Guidewire website. For detailed instructions on obtaining authentication/authorization keys, please go through the portal development guide.
Quickstart
To use the Guidewire InsuranceNow connector in your Ballerina application, modify the .bal file as follows:
Step 1: Import the module
Import ballerinax/guidewire.insnow module into your Ballerina project.
import ballerinax/guidewire.insnow;
Step 2: Instantiate a new connector
Create an insnow:Client object with your domain URL and relevant authentication options.
configurable string username = ?; configurable string password = ?; insnow:ConnectionConfig insnowConfig = { auth: { username, password } }; insnow:Client insuranceNow = check new (insnowConfig, "https://<your-domain>/coreapi/v5");
Step 3: Invoke the connector operations
Now, utilize the available connector operations.
List applications
insnow:ListApplication applications = check insuranceNow->/applications();
Create application
insnow:Attachment attachment = { compositeFile: [ { fileName: "insurance_application_form.pdf", id: "comp-app-form-001" } ], description: "Application and supporting documents for auto insurance policy.", filename: "complete_insurance_application_bundle.pdf", id: "doc-789456", linkReferences: [ { description: "Link to customer's policy.", id: "link-policy-456789", idRef: "policy-123456", modelName: "CustomerPolicy", status: "Pending", systemIdRef: "gw-insurance-system-001" } ], tags: [ { id: "tag-policy-application", name: "Policy Application", tagTemplateIdRef: "template-policy-app" }, { id: "tag-auto-insurance", name: "Auto Insurance", tagTemplateIdRef: "template-auto-ins" } ], templateId: "template-insurance-application" }; _ = check insuranceNow->/applications/["123"]/documents.post(attachment);
Step 4: Run the Ballerina application
bal run
Examples
The Guidewire InsuranceNow connector provides practical examples illustrating usage in various scenarios. Explore these examples, covering the following use cases:
- Online application portal - Implement an online insurance application portal using Guidewire InsuranceNow cloud API.
Clients
guidewire.insnow: Client
This OpenAPI specification outlines the interface for the Guidewire InsuranceNow Cloud API version 5.0.0, providing a comprehensive description of available endpoints, operations, parameters, request bodies, and response structures for integrating with the cloud-based insurance platform, InsuranceNow. Designed to streamline operations for insurance companies, InsuranceNow offers functionalities including policy management, claims management, and customer engagement. The API enables developers to access and manipulate insurance data, facilitating automation, custom integrations, and workflow enhancements. Key features include policy management, claims processing, and customer management.
Constructor
Gets invoked to initialize the connector.
init (ConnectionConfig config, string serviceUrl)- config ConnectionConfig - The configurations to be used when initializing the
connector
- serviceUrl string - URL of the target service
get addresses/countries
function get addresses/countries(map<string|string[]> headers, *GetSupportedCountriesQueries queries) returns ListCountry|errorReturns a list of supported countries.
Parameters
- queries *GetSupportedCountriesQueries - Queries to be sent with the request
Return Type
- ListCountry|error - Successful response
get addresses/countries/[string isoCd]
function get addresses/countries/[string isoCd](map<string|string[]> headers) returns AddressCountryTemplate|errorReturns the AddressCountryTemplate bean for the given IsoCd (e.g. US).
Return Type
- AddressCountryTemplate|error - Successful response
get addresses/googlePlacesFill
function get addresses/googlePlacesFill(map<string|string[]> headers, *FillAddressFromGooglePlacesQueries queries) returns Address|errorFills an address from a Google Places search. Using the placeId from a Google Places search, an address will be returned that has all of the address components filled. If the placeId is not known, Google Places will be called to search and fill the address components.
Parameters
- queries *FillAddressFromGooglePlacesQueries - Queries to be sent with the request
post addresses/isVerifiedRequest
function post addresses/isVerifiedRequest(Address payload, map<string|string[]> headers) returns error?Indicates whether a given address is already verified.
Parameters
- payload Address -
Return Type
- error? - Successful response
post addresses/verificationRequest
function post addresses/verificationRequest(ListAddress payload, map<string|string[]> headers, *VerifyAddressQueries queries) returns error?Normalizes, verifies, and provides a more complete address. The verified address may include additional address properties. The response either returns one or more addresses that match the given address, or it will return an error if the address cannot be verified. If more than one address is returned, select an address and then resubmit the API request to perform address verification on the selected address.
Return Type
- error? - Successful response
get applications
function get applications(map<string|string[]> headers, *GetQuotesQueries queries) returns ListApplication|errorReturns a list of quotes or applications.
Parameters
- queries *GetQuotesQueries - Queries to be sent with the request
Return Type
- ListApplication|error - Successful response
post applications
function post applications(Quote payload, map<string|string[]> headers, *CreateQuoteQueries queries) returns error?Starts a new QuickQuote or Quote. To create a QuickQuote, basicPolicy productVersionIdRef (e.g. Homeowners-1.00.00), providerRef (e.g. 19), and effectiveDt strings are required. To create a Quote, basicPolicy productVersionIdRef, providerRef, and effectiveDt strings, plus one piece of insured information to create a customer, are required.
Return Type
- error? - Successful response
delete applications/[string systemId]
Delete the quote or application.
Return Type
- error? - Successful response
post applications/[string systemId]/bindRequest
function post applications/[string systemId]/bindRequest(map<string|string[]> headers) returns error?Converts a quote to an application.
Return Type
- error? - Successful response
post applications/[string systemId]/convertToQuoteRequest
function post applications/[string systemId]/convertToQuoteRequest(map<string|string[]> headers) returns error?Converts a QuickQuote to a Quote.
Return Type
- error? - Successful response
get applications/[string systemId]/documents
function get applications/[string systemId]/documents(map<string|string[]> headers) returns ListDocument|errorReturns a list of documents for a quote or application.
Return Type
- ListDocument|error - Successful response
post applications/[string systemId]/documents
function post applications/[string systemId]/documents(Attachment payload, map<string|string[]> headers) returns error?Adds an attachment to a quote or application.
Parameters
- payload Attachment -
Return Type
- error? - Successful response
delete applications/[string systemId]/documents/[string documentId]
function delete applications/[string systemId]/documents/[string documentId](map<string|string[]> headers) returns error?Deletes an attachment associated with a quote or application. Requires the attachment ref number (e.g. "Attachment-26808155-290885540").
Return Type
- error? - Successful response
get applications/[string systemId]/documents/[string documentId]/content
function get applications/[string systemId]/documents/[string documentId]/content(map<string|string[]> headers) returns byte[]|errorDownloads a document for a quote or application. Requires the attachment ref number (e.g. "Attachment-26808155-290885540").
Return Type
- byte[]|error - Successful response
get applications/[string systemId]/drivers
function get applications/[string systemId]/drivers(map<string|string[]> headers, *GetDriversQueries queries) returns ListDriver|errorReturns a list of the drivers or non-drivers of a quote or application.
Parameters
- queries *GetDriversQueries - Queries to be sent with the request
Return Type
- ListDriver|error - Successful response
post applications/[string systemId]/drivers
function post applications/[string systemId]/drivers(Driver payload, map<string|string[]> headers) returns error?Creates a new driver or non-driver. You must include a partyTypeCd (DriverParty or NonDriverParty). Other details may be required depending on the insurance product being quoted.
Parameters
- payload Driver -
Return Type
- error? - Successful response
get applications/[string systemId]/drivers/[int:Signed32 driverNumber]
function get applications/[string systemId]/drivers/[int:Signed32 driverNumber](map<string|string[]> headers) returns Driver|errorReturns details about a driver or non-driver.
put applications/[string systemId]/drivers/[int:Signed32 driverNumber]
function put applications/[string systemId]/drivers/[int:Signed32 driverNumber](Driver payload, map<string|string[]> headers) returns Driver|errorReplaces the details about a driver or non-driver.
Parameters
- payload Driver -
delete applications/[string systemId]/drivers/[int:Signed32 driverNumber]
function delete applications/[string systemId]/drivers/[int:Signed32 driverNumber](map<string|string[]> headers) returns error?Deletes a driver/non-driver.
Return Type
- error? - Successful response
patch applications/[string systemId]/drivers/[int:Signed32 driverNumber]
function patch applications/[string systemId]/drivers/[int:Signed32 driverNumber](Driver payload, map<string|string[]> headers) returns Driver|errorMakes changes to details about a driver/non-driver.
Parameters
- payload Driver -
get claims/[string systemId]/documents
function get claims/[string systemId]/documents(map<string|string[]> headers) returns ListDocument|errorReturns the list of documents attached to a claim.
Return Type
- ListDocument|error - Successful response
post claims/[string systemId]/documents
function post claims/[string systemId]/documents(DocumentDetail payload, map<string|string[]> headers) returns error?Adds an attachment to a claim.
Parameters
- payload DocumentDetail -
Return Type
- error? - Successful response
get claims/[string systemId]/notes
Returns a list of notes for a claim.
post claims/[string systemId]/notes
function post claims/[string systemId]/notes(NoteDetail payload, map<string|string[]> headers) returns error?Adds a note to a claim.
Parameters
- payload NoteDetail -
Return Type
- error? - Successful response
get policies
function get policies(map<string|string[]> headers, *GetPoliciesQueries queries) returns ListPolicy|errorReturns a list of policies.
Parameters
- queries *GetPoliciesQueries - Queries to be sent with the request
Return Type
- ListPolicy|error - Successful response
get policies/[string systemId]
function get policies/[string systemId](map<string|string[]> headers, *GetPolicyQueries queries) returns PolicyDetails|errorReturns the full details of a policy.
Parameters
- queries *GetPolicyQueries - Queries to be sent with the request
Return Type
- PolicyDetails|error - Successful response
patch policies/[string systemId]
function patch policies/[string systemId](PolicyDetails payload, map<string|string[]> headers) returns PolicyDetails|errorUpdates the preferred delivery method and insured email address of the policy. Requires the systemId.
Parameters
- payload PolicyDetails -
Return Type
- PolicyDetails|error - Successful response
Records
guidewire.insnow: Address
Comprehensive details about an address, encapsulating both the physical location attributes and metadata for validation, geocoding, and postal delivery optimization
Fields
- verificationHash string - A cryptographic hash value generated from the address details. This hash is used to ensure the integrity of the address data and to verify that no changes have occurred since the last validation
- rangeDir? string - Directional indicator for the range, providing spatial orientation in rural addressing schemes
- postDirectional? string - A directional suffix in an address, specifying the compass point after the street name, for geographical clarity
- legalDesc? string - A legal narrative description of the property associated with the address, used in formal documentation and contracts
- primaryMeridian? string - Specifies the primary meridian reference, important in certain legal and surveying contexts
- postalCode? string - The ZIP or postal code, crucial for mail sorting, delivery, and regional identification
- county? string - The county in which the address resides, providing an additional layer of geographic specificity
- section? string - Designates a specific section within the Public Land Survey System (PLSS) or a similar land division system, providing additional precision to rural and agricultural property locations
- suffix? string - A suffix indicating the type or category of the street or thoroughfare, such as Road, Avenue, Circle, etc., providing additional context to the street name
- score? string - A numerical score representing the accuracy of the address verification, where higher scores indicate higher confidence levels
- block? string - The block number or identifier, relevant in urban planning and real estate contexts
- id string - A unique identifier for the address within the system, used for tracking and reference
- addition? string - Additional detail to further specify the location within complex addresses, such as unit or apartment number
- longitude? string - The longitude coordinate of the address, resulting from geocoding processes
- secondaryNumber? string - The specific number or identifier of the unit within a larger building, essential for accurate mail delivery to multi-unit locations
- barcodeDigits? string - Numeric representation of the postal barcode associated with the address, used for mail sorting and delivery
- geocodeLevel? string - Indicates the precision of geocoding for the address, such as 'street' or 'postal code' level
- primaryNumber? string - The number assigned to the building or property within the street, fundamental for address identification
- regionCd string - The full name of the country or major administrative region for the address
- addrTypeCd string(default "ContactAddr") - A code indicating the type of address, such as 'ContactAddr' for a primary contact address
- townshipDir? string - Directional indicator associated with the township, aiding in the geographical orientation and precise location of properties within larger rural or unincorporated areas
- dpvDesc? string - A textual description of the Delivery Point Validation code, offering insights into mail delivery capabilities
- additionalLegal? string - Any legal descriptors that provide further detail to the address, often used in legal contexts or when precise property identification is necessary
- addressHash? string - A unique hash value representing the address, used for identifying and detecting changes to address data
- dpvNotesDesc? string - Descriptive elaboration on the DPV notes, providing context and explanations for validation outcomes
- congressCode? string - Identifies the congressional district in which the address is located, relevant for political and demographic purposes
- city string - The city or town associated with the address
- latitude? string - The latitude coordinate of the address, resulting from geocoding processes
- primaryNumberSuffix? string - A suffix to the primary number, providing additional specificity, such as indicating a range of units
- carrierRoute? string - A postal service designation indicating the specific route for mail delivery, comprising a type and code
- range? string - Specifies the range for rural or agricultural properties, often used in conjunction with township and section
- verificationMsg? string - A message summarizing the outcome of the latest address verification attempt, providing insights into any discrepancies, issues, or confirmation of address accuracy
- secondaryDesignator? string - Indicates a specific unit or sub-location within a larger complex or building, such as 'Apt' or 'Suite'
- lot? string - Identifies the specific lot within a subdivision or development, relevant in property identification
- streetName? string - The name of the street or thoroughfare, excluding numerical or directional prefixes and suffixes, essential for identifying the location within a city or region
- validated? string - Indicates the validation status of the address, particularly the accuracy of the township, section, and range components, confirming the address has been verified against official records or databases
- stateProvCd string - The code representing the state or province of the address. This may be an abbreviation or a full name, depending on local conventions and requirements
- preDirectional? string - A directional prefix in an address, specifying the compass point before the street name, enhancing locational accuracy
- regionISOCd string - The ISO Alpha-2 country code, standardizing country identification across international systems
- addr2? string - Secondary address line, used for additional location information, such as building or suite number
- addr1 string - The primary address line, typically containing the street number and name
- addr4? string - Quaternary address line, utilized in complex addressing scenarios where multiple lines are needed for clarity
- addr3? string - Tertiary address line for further detail, less commonly used
- dpv? string - Delivery Point Validation code, indicating the deliverability status of the address as per postal service validation
- geocodeLevelDescription? string - Narrative description of the geocode level, explaining the extent of location accuracy achieved
- countyCode? string - A specific code assigned to the county, used for administrative and geographic classification
- meridian? string - Refers to the principal meridian used in surveying and legal descriptions within the region of the address
- attention? string - Designates a specific individual or department at the address for targeted delivery
- dpvNotes? string - Additional notes from the Delivery Point Validation process, highlighting specific issues or considerations
- plssCounty? string - Indicates the Public Land Survey System (PLSS) county code, relevant in the United States for land division and legal descriptions
- township? string - Identifies the township or equivalent jurisdictional division, used primarily in rural addressing to specify location within larger, often unincorporated, areas
guidewire.insnow: AddressCountryTemplate
Defines the template for constructing and validating addresses within a specific country. This schema includes details like the required fields, address format, and labels for various address components, tailored to the country's postal system
Fields
- addressStateProvinceTemplates? AddressStateProvinceTemplates - Provides a structured format for representing state or province information associated with addresses, facilitating consistency and accuracy in address data across various geographic locations
- postalCodeRegex? string - A regular expression pattern used to validate the format of postal or zip codes for addresses in this country, ensuring data accuracy and compliance with local postal standards
- cityLabel? string - The label used for the city field in address forms, which may vary based on the country's addressing system
- stateProvLabel? string - The label for the state or province field in address forms, accommodating the terminology used in the country's addressing system
- requiredFields? string - A comma-separated list of address fields that are mandatory for this country, allowing for dynamic form validation that adapts to different countries' addressing requirements
- format? string - Specifies the format used for addresses in this country, including the order of address components and the separators used between them
- addressLines? string - Indicates the number of address lines that are supported or required by the address format of this country
- countryName? string - The full name of the country to which this address template applies, ensuring clarity and consistency in international addressing
- id? string - A unique identifier for the template, typically using the two-letter ISO country code for easy reference
- postalCodeLabel? string - The label used for the postal or zip code field, which may be customized based on the country's postal system terminology
- postalCodeExamples? string - Provides examples of valid postal or zip codes for the country, useful as a guide for users when entering address information
guidewire.insnow: AddressStateProvinceTemplates
Provides a structured format for representing state or province information associated with addresses, facilitating consistency and accuracy in address data across various geographic locations
Fields
- stateProvinces? StateProvinces[] - A collection of state or province entities, each conforming to the defined StateProvinces schema, allowing for detailed representation of geographic administrative divisions
guidewire.insnow: Application
Detailed representation of an insurance application, including its status, ownership, associated customer and product information, and permissions regarding user actions
Fields
- applicationMini? ApplicationMini - Provides a compact overview of an insurance application, summarizing key information and linking to detailed resources for further exploration. This schema is optimized for quick access and overview purposes
- ref? string - A unique reference identifier for the application, used within the system for tracking, management, and retrieval purposes
- links? Link[] - Hypermedia links related to the application, facilitating navigation to related resources and actions such as editing or inquiry
- canInquiry? boolean - Indicates whether the current user is permitted to make inquiries regarding the application, typically used for customer service and support roles
- canEdit? boolean - Indicates whether the current user has permissions to edit the application, reflecting access control based on user roles and application status
- currentOwner? string - Identifies the current owner or responsible party for the application, which may be an individual agent or a team within the insurance organization
- customerInfo? CustomerInfo - Captures essential identification and reference information for a customer, supporting customer management, service, and correspondence within the insurance system
- productInfo? ProductInfo - Provides key details about an insurance product, including its identification and descriptive name, facilitating product-specific processing and categorization
guidewire.insnow: ApplicationInfo
Encapsulates a detailed record of an insurance application's lifecycle within the system, tracking its creation, updates, mailing history, closure, and any related correction or reinstatement transactions
Fields
- addUser? string - The identifier (e.g., username) of the user who added the application, providing an audit trail for creation actions
- pendForReleaseInd? boolean - Indicates if the application is currently on hold, pending release for further processing or decision-making
- closeDt? string - The date when the application was officially closed, terminating its active processing or consideration within the system
- closeSubReasonCd? string - A more specific code that provides additional detail on the reason for application closure, used for finer categorization
- renewalApplyOfTransactionNumber? int - For renewal applications, this field links to the transaction number of the previous application or policy being renewed
- masterQuoteRef? string - A reference to the master quote associated with this application, linking application data to quoting details
- addDt? string - The date when the application was initially added to the system, marking the start of its lifecycle
- closeReasonCd? string - A code that categorizes the reason for the application's closure, such as 'withdrawn' or 'issued'
- id? string - A unique identifier for the application information record, ensuring distinct and retrievable records within the system
- closeUser? string - The identifier of the user who performed the closure action, contributing to the audit trail
- renewalApplyInd? boolean - Flags whether the application is marked for renewal, indicating an ongoing relationship or coverage continuation
- lastMailedDt? string - The most recent date on which the application or related documents were mailed out, indicating the latest communication attempt
- reinstatementOfTransactionNumber? int - For applications that are reinstatements, this is the original transaction number of the application that is being reinstated
- closeSubReasonLabel? string - The textual description corresponding to the close sub-reason code, offering human-readable insight into the closure reason
- correctedByTransactionNumber? int - If the application was corrected by a subsequent transaction, this is the number of that correcting transaction
- updateUser? string - The identifier of the user who made the most recent update to the application, part of the comprehensive audit trail
- iterationDescription? string - A description or identifier for the particular iteration or version of the application, useful in tracking changes over time
- correctionOfTransactionNumber? int - If this application serves as a correction, this is the original transaction number that it corrects
- reinstatedByTransactionNumber? int - Identifies the transaction number that led to the reinstatement of this application, if it was previously closed or withdrawn
- needByDt? string - The date by which the application processing needs to be completed, often tied to coverage start dates or customer requirements
- updateDt? string - The date of the last update made to the application, reflecting the most recent changes or progress
- closeTm? string - The exact time of day when the application was closed, providing precise timing alongside the closure date
- updateTm? string - The time at which the last update to the application was made, providing time-specific tracking of modifications
- firstMailedDt? string - The date when the application or associated documents were first mailed to the customer or relevant party
- submittedDt? string - The date when the application was formally submitted for review or processing, moving it forward in the underwriting or issuance pipeline
- closeComment? string - Any comments or notes regarding the reasons or circumstances surrounding the application's closure
- addTm? string - The precise time of day when the application was added to the system, complementing the add date for accurate tracking
guidewire.insnow: ApplicationMini
Provides a compact overview of an insurance application, summarizing key information and linking to detailed resources for further exploration. This schema is optimized for quick access and overview purposes
Fields
- links? Link[] - A collection of hypermedia links to related resources, enabling easy navigation to detailed views of the application, policy information, and other associated resources
- applicationNumber? string - The unique identifier assigned to the application, serving as a primary reference for tracking and management throughout the application process
- basicPolicy? BasicPolicy - Summarizes foundational information about a policy, including its identification, associated affinity group, and details about its payment plan
- applicationInfo? ApplicationInfo - Encapsulates a detailed record of an insurance application's lifecycle within the system, tracking its creation, updates, mailing history, closure, and any related correction or reinstatement transactions
- auditAccountRef? string - A reference identifier linking the application to its associated audit account, facilitating financial tracking and audit processes
guidewire.insnow: Attachment
Encapsulates details about an attachment, including files, metadata, and policies related to the retention and deletion of the attachment
Fields
- filename? string - The storage path and unique filename under which the attachment is saved on the server, crucial for retrieval and management
- eraseInfo? EraseInfo - Contains details regarding the erasure of data, including who performed the erasure, when it was done, and the specific item erased, ensuring compliance with data protection and privacy regulations
- description? string - A user or system-provided description of the attachment, often detailing its content, purpose, or any relevant context
- memo? string - Optional user-entered notes or commentary about the attachment, which can include usage notes, revision information, or any other pertinent details
- compositeFile? CompositeFile[] - An array of file identifiers that are to be combined into this single composite attachment, facilitating document management and access
- id? string - A unique identifier for the attachment, facilitating tracking, reference, and operations like update or deletion
- linkReferences? LinkReference[] - An array of identifiers for other resources or entities within the system that this attachment is linked to, enhancing data connectivity and context
- purgeInfo? record {} - Contains details regarding the policies and processes for purging the attachment from the system, including timelines, methods, and compliance requirements
- templateId? string - Identifies the template from which the attachment was created, if any, linking it to standardized document formats or predefined content structures
- tags? Tag[] - A collection of tags associated with the attachment, serving as metadata for categorization, searchability, and organization
guidewire.insnow: AttributeRef
Encapsulates a reference to a specific attribute within the system, linking issues or other entities to detailed attribute information for clarity and context
Fields
- attributeId? string - The unique identifier of the attribute to which this reference points, establishing a direct link for data retrieval and analysis
- id? string - A unique identifier for the attribute reference itself, ensuring the ability to track and manage these references independently within the system
guidewire.insnow: AuditPayPlan
Defines the payment plan for a policy as adjusted following an audit, which may result in changes to payment schedules or methods based on the audited information
Fields
- electronicPaymentSource? ElectronicPaymentSource - Defines the details of an electronic payment source, such as bank account or credit card information, used for processing payments within the system. It includes both ACH (Automated Clearing House) and credit card payment methods
- paymentDay? string - Indicates the adjusted day of the month for payment due dates under the audited payment plan, which may have been modified from the original schedule
- auditPayPlanCd? string - A code representing the specific payment plan determined as a result of the audit, which may differ from the initial payment plan based on actual policy performance or other factors
- id? string - A unique identifier for the audit pay plan record, ensuring the ability to reference and apply the specific plan adjustments post-audit
- payPlanTemplateIdRef? string - References the template from which the audited payment plan was derived, indicating the base plan prior to any adjustments
guidewire.insnow: BasicPolicy
Summarizes foundational information about a policy, including its identification, associated affinity group, and details about its payment plan
Fields
- effectiveDt? string - The effective date of the policy, indicating when coverage begins
- payPlanCd? string - The code identifying the payment plan associated with the policy, dictating the schedule and method of premium payments
- businessSourceCd? string - The code indicating the source of business, such as direct, broker, or agent
- branch? string - The branch or division of the insurance provider issuing the policy
- employmentAndPracticeLineSelectedInd? boolean - Indicator of whether employment practices liability coverage is selected
- renewalTermCd? string - The code representing the term for the policy renewal, dictating the duration and conditions for the renewed coverage period
- controllingStateCd? string - The code of the state that has jurisdiction over the policy, particularly important for multi-state operations
- productVersionIdRef? string - A reference to the version ID of the insurance product, ensuring that the policy aligns with the correct product specifications and terms
- effectiveTm? string - The effective time of the policy, providing precise coverage start time
- errorsAndOmissionLineSelectedInd? boolean - Indicator of whether Errors and Omissions (E&O) coverage is selected
- subProducerCd? string - The code identifying the sub-producer or agent responsible for the policy, part of the distribution and sales network
- paymentDay? string - Specifies the day of the month on which recurring payments are due for the policy
- sessionLink? string - A URL or identifier linking to the session or transaction where the policy was created or modified, for audit and tracking purposes
- oldSubTypeCd? string - A legacy sub-type code for the policy, maintained for historical or compatibility purposes
- vandalismMaliciousMischiefInd? boolean - Indicator of whether the policy includes coverage for vandalism and malicious mischief, protecting against specific types of property damage
- autoDataPrefillInd? boolean - Indicator of whether data prefilling is enabled for automatic data capture and form completion
- gLLineSelectedInd? boolean - Indicator of whether general liability coverage is selected
- id? string - The unique identifier for the policy within the system
- cCSubline? string - Subline code for commercial coverage, providing additional detail on the specific nature of the coverage
- pLLineSelectedInd? boolean - Indicator of whether personal lines coverage is selected, identifying if the policy includes insurance products designed for individuals and families, such as personal auto, homeowners, or personal umbrella coverage
- displayDescription? string - A description of the policy designed for display purposes, often used in customer-facing documents
- productTypeCd? string - The code representing the specific insurance product type, facilitating product management and policy administration
- previousPolicyNumber? string - The policy number of the policyholder's previous insurance policy, used for reference and transferring information
- inceptionTm? string - The inception time of the policy, providing precise start time of coverage
- policySource? string - Identifies the origin of the policy, such as an online application, agent submission, or broker referral
- renewalProviderRef? string - A reference identifier for the provider managing the renewal of the policy, which may differ from the original issuing provider
- cLLineSelectedInd? boolean - Indicator of whether commercial lines coverage is selected, encompassing a range of commercial policies
- directorsAndOfficersLineSelectedInd? boolean - Indicator of whether Directors and Officers (D&O) liability coverage is selected
- carrierCd? string - The code representing the insurance carrier providing the policy
- cCPolicyType? string - The type of commercial property policy, detailing the specific coverage options selected
- wcPremiumDiscountTableTypeCd? string - The code for the type of premium discount table applied to the workers' compensation policy, affecting discounts for larger premium volumes
- cCLineSelectedInd? boolean - Indicator of whether commercial property coverage is selected
- transactionHistory? TransactionDetails[] - Detailed information on the previous transactions in this policy
- cPPolicyType? string - The type of commercial package policy, detailing the specific coverage options selected
- manualRenewalInd? boolean - Indicator of whether the policy is manually renewed, as opposed to automatically renewed
- programCd? string - The code identifying the insurance program under which the policy is issued, often related to specialized markets or groupings of policies
- wcAnniversaryRatingDay? string - The day on which the workers' compensation policy's rating and premium are reassessed annually, important for policy management and pricing
- extendedCoverageInd? boolean - Indicator of whether the policy includes extended coverage beyond standard terms
- previousExpirationDt? string - The expiration date of the policyholder's previous insurance policy, important for underwriting and continuity of coverage considerations
- previousPremium? string - The premium amount paid for the previous policy period, used for underwriting and pricing analysis
- commCLUERequestInd? boolean - Indicator of whether a commercial CLUE (Comprehensive Loss Underwriting Exchange) report has been requested for underwriting purposes
- description? string - A brief description of the policy, summarizing the key coverage and policy details
- wcARDRuleEnabled? boolean - Indicator of whether the workers' compensation Average Rate Differential (ARD) rule is enabled, affecting premium calculations
- carrierGroupCd? string - The code representing the group of insurance carriers, if applicable, under which the policy is issued
- umbrellaPolicyInfo? UmbrellaPolicyInfo - Encapsulates detailed information regarding an umbrella insurance policy within the Guidewire InsuranceNow system. This schema is designed to capture and organize key identifiers and attributes of an umbrella policy, facilitating effective policy management, identification, and reference across the platform. It serves as a foundational element for operations such as policy lookup, modification, and integration with related insurance processes, ensuring a coherent and unified approach to managing umbrella policies
- cALineSelectedInd? boolean - Indicator of whether commercial auto line coverage is selected in the policy
- namedNonOwnedInd? boolean - Indicator of whether the policy includes coverage for named non-owned vehicles or properties
- dPLineSelectedInd? boolean - Indicator of whether dwelling property coverage is selected
- previousCarrierCd? string - The code of the insurance carrier that issued the previous policy, used for history tracking and risk assessment
- renewalSubProducerCd? string - The code for the sub-producer responsible for the renewal of the policy, part of the distribution channel management
- fireLightningInd? boolean - Indicator of whether the policy includes coverage for fire and lightning damage
- inceptionDt? string - The inception date of the policy, marking the beginning of coverage, distinct from the effective date in some cases
- manualRenewalReason? string - The reason for manually renewing the policy, providing context for the renewal decision
- cILineSelectedInd? boolean - Indicator of whether commercial inland marine coverage is selected
- comments? string - Free-form comments or notes associated with the policy
- affinityGroupCd? string - The code representing the affinity group associated with the policy, which may qualify the policyholder for certain benefits or discounts
- subTypeCd? string - A more specific classification within the overall policy type, providing further detail on the coverage or policy structure
- transactionStatus? string - Indicates the current status of the policy transaction, such as pending, completed, or canceled
- manualReinstateReason? string - The reason for manually reinstating the policy, providing context for the action
- transactionNumber? int - A unique identifier for the transaction involving the policy, used for tracking and auditing purposes
- transactionCd? string - The code representing the type of transaction (e.g., new business, renewal, endorsement) that the policy record is associated with
- externalId? string - An external identifier for the policy, used for integration with external systems or databases
- companyProductCd? string - The product code of the company, identifying the specific insurance product offered
- auditPayPlan? AuditPayPlan - Defines the payment plan for a policy as adjusted following an audit, which may result in changes to payment schedules or methods based on the audited information
- cPLineSelectedInd? boolean - Indicator of whether commercial package policy coverage is selected
- legacyPolicyNumber? string - A policy number from a legacy system, maintained for historical or cross-reference purposes
- manualBillingEntitySplitInd? boolean - Indicator of whether the billing for the policy is manually split among multiple entities
- expirationDt? string - The expiration date of the policy, indicating when coverage ends
- lossSettlementType? string - The type of loss settlement provided by the policy, such as actual cash value or replacement cost
- providerRef? string - A reference identifier for the provider or originator of the policy, such as an agent, broker, or direct application system
- electronicPaymentSource? ElectronicPaymentSource - Defines the details of an electronic payment source, such as bank account or credit card information, used for processing payments within the system. It includes both ACH (Automated Clearing House) and credit card payment methods
- promotionCd? string - The code for any promotional offers or discounts applied to the policy, used for marketing and billing purposes
- manualReinstateInd? boolean - Indicator of whether the policy has been manually reinstated after cancellation or lapse
- sicCode? string - The Standard Industrial Classification (SIC) code associated with the policyholder's primary business activity, used for underwriting and risk assessment
- policyType? string - Defines the type of insurance policy, such as auto, homeowners, commercial, etc., categorizing the policy for administrative and product-specific purposes
- underwritingHoldInd? boolean - Indicator of whether the policy is currently on hold due to underwriting review, awaiting additional information or decision
- cAPolicyType? string - The type of commercial auto policy, detailing specific coverage options selected
- llcOwnedDt? string - The date on which the covered property was transferred to an LLC, if applicable
- cGLineSelectedInd? boolean - Indicator of whether general liability coverage is selected
- underwriterCd? string - The code identifying the underwriter responsible for the policy, critical for risk management and policy approval processes
guidewire.insnow: BusinessInfo
Details the business-related aspects of a party, including financial, operational, and classification information, tailored for commercial insurance contexts
Fields
- yearsInBusiness? string - The total number of years the business has been operational, indicating stability and experience in its field
- businessTypeCd? string - A code indicating the type of business, such as corporation, sole proprietorship, or partnership, relevant for underwriting and policy customization
- natureBusinessCd? string - A code describing the nature of the business, used for classification and risk assessment purposes
- numberEmployees? string - The number of employees working for the business, impacting liability exposures and coverage requirements
- annualPayrollAmt? string - The total amount of payroll paid annually by the business, a factor in workers' compensation and liability coverages
- annualSalesAmt? string - The total annual sales or revenue generated by the business, influencing coverage needs and premium calculations
- businessInfoCd? string - A code categorizing the business information record for internal tracking and management
- id? string - A unique identifier for the business information record within the system, facilitating accurate reference and management
- natureOfBusiness? string - A textual description of the business's primary operations, providing context for underwriting and coverage considerations
guidewire.insnow: CompositeFile
Represents the details of a composite file, which is typically created by combining multiple files or parts of files into a single file attachment. This schema facilitates the management and assembly of such files
Fields
- fileName? string - Specifies the storage path and the unique filename under which the component file is saved on the server. These files are intended to be combined to form a composite attachment
- id? string - A unique identifier for the composite file component, allowing for precise reference and manipulation within the system
guidewire.insnow: ConnectionConfig
Provides a set of configurations for controlling the behaviours when communicating with a remote HTTP endpoint.
Fields
- auth BearerTokenConfig|CredentialsConfig - Configurations related to client authentication
- httpVersion HttpVersion(default http:HTTP_2_0) - The HTTP version understood by the client
- http1Settings ClientHttp1Settings(default {}) - Configurations related to HTTP/1.x protocol
- http2Settings ClientHttp2Settings(default {}) - Configurations related to HTTP/2 protocol
- timeout decimal(default 30) - The maximum time to wait (in seconds) for a response before closing the connection
- forwarded string(default "disable") - The choice of setting
forwarded/x-forwardedheader
- followRedirects? FollowRedirects - Configurations associated with Redirection
- poolConfig? PoolConfiguration - Configurations associated with request pooling
- cache CacheConfig(default {}) - HTTP caching related configurations
- compression Compression(default http:COMPRESSION_AUTO) - Specifies the way of handling compression (
accept-encoding) header
- circuitBreaker? CircuitBreakerConfig - Configurations associated with the behaviour of the Circuit Breaker
- retryConfig? RetryConfig - Configurations associated with retrying
- cookieConfig? CookieConfig - Configurations associated with cookies
- responseLimits ResponseLimitConfigs(default {}) - Configurations associated with inbound response size limits
- secureSocket? ClientSecureSocket - SSL/TLS-related options
- proxy? ProxyConfig - Proxy server related options
- socketConfig ClientSocketConfig(default {}) - Provides settings related to client socket configuration
- validation boolean(default true) - Enables the inbound payload validation functionality which provided by the constraint package. Enabled by default
- laxDataBinding boolean(default true) - Enables relaxed data binding on the client side. When enabled,
nilvalues are treated as optional, and absent fields are handled asnilabletypes. Enabled by default.
guidewire.insnow: Contact
Details a contact entity, capturing essential identification, type, and communication preferences, facilitating targeted and effective interactions
Fields
- contactTypeCd? string - A code that categorizes the contact by their relationship or role, such as 'Agent', 'Insured', or 'Claimant', aiding in context-specific communication and processes
- partyInfo? PartyInfo - Encapsulates comprehensive information about a party involved in the insurance process, including personal, business, and contact details, facilitating holistic management and communication
- preferredDeliveryMethod? string - Specifies the contact's preferred method for receiving communications, such as 'Email', 'Paper Mail', or 'SMS', ensuring compliance with their preferences
- id? string - A unique identifier for the contact within the system, enabling precise reference and management
- status? string - Indicates the current status of the contact within the system, such as 'Active' or 'Inactive', reflecting their availability for communication and transactions
guidewire.insnow: Country
Contains detailed information about a single country, including its ISO code and the full country name. This schema is crucial for ensuring accurate country representation and selection across the application
Fields
- name? string - The official name of the country as recognized internationally. This name is used for display purposes and in user interfaces
- isoCd? string - The ISO 3166-1 alpha-2 code of the country, providing a two-letter code that is universally recognized for representing country names
guidewire.insnow: CreateQuoteQueries
Represents the Queries record for the operation: createQuote
Fields
- requestedTypeCd? string - Starts a quote of the specified type. Valid values are QuickQuote or Quote. If a type is not specified, a QuickQuote will be created if the selected product supports quick quotes and you can perform quick quotes; otherwise, a Quote will be created. If QuickQuote is specified but the selected product does not support quick quotes or you cannot perform quick quotes, then either a 400 or 403 response code will be returned
guidewire.insnow: CustomerInfo
Captures essential identification and reference information for a customer, supporting customer management, service, and correspondence within the insurance system
Fields
- customerRef? string - A reference string or identifier that links the customer to external systems, records, or databases, enhancing interoperability and data cohesion
- name? string - The full name of the customer as registered or recognized within the system, facilitating personalization, correspondence, and customer engagement
- id? string - The system-generated unique identifier for the customer's record, ensuring the ability to uniquely identify, track, and manage customer information within the system
- customerNumber? string - A unique identifier or number assigned to the customer, serving as a primary reference for account management, policy administration, and customer service activities
guidewire.insnow: Document
Detailed metadata and properties associated with a specific document, including access permissions, document type, and identifiers
Fields
- links? Link[] - Hypermedia links related to the document, providing navigational paths to related data and actions available for the document
- addUser? string - Identifier of the user who added the document, useful for audit trails and permissions management
- transactionNumber? string - A unique identifier for the transaction that resulted in the document's creation or modification, essential for traceability
- deliveryCd? string - Code representing the delivery method or status of the document, such as electronic, mailed, or pending
- description? string - A brief description or summary of the document's content or purpose, aiding in identification and categorization
- canViewInd? boolean - Indicator of whether the current user has permissions to view the document, ensuring compliance with access control policies
- 'type? string - General categorization of the document, possibly overlapping with documentTypeCd but allowing for broader classification
- documentTypeCd? string - A code categorizing the document by type, such as policy, claim, or identification, for systematic organization
- itemName? string - The name or title of the item or subject matter the document pertains to, offering a quick reference to the document's focus
- ref? string - A general reference field that could be used to link the document to other entities or identifiers within the system
- filename? string - The name of the file as stored within the system, including file extension, facilitating file retrieval and management
- addDt? string - The date the document was added to the system, typically in ISO 8601 format
- outputNumber? string - A unique number or identifier generated during the document's output or creation process, useful for tracking and reference
- name? string - The title or name of the document, used as a primary identifier in listings and searches
- templateIdRef? string - Reference to the template used for generating the document, linking the document to its source for replication or audit purposes
- formCd? string - A code identifying the form associated with the document, relevant in contexts where documents are generated from standardized forms
- itemDescription? string - Detailed description of the item or content covered by the document, providing additional context beyond the basic description
- canDeleteInd? boolean - Indicator of whether the document can be deleted, based on current user permissions and document status
- addTm? string - The time the document was added to the system, often complementing the addition date for precise tracking
guidewire.insnow: DocumentDetail
Outlines detailed information about a document, including its description, associated files, and metadata, supporting comprehensive document management and access
Fields
- filename? string - The name of the file as stored within the system, including extension, facilitating file identification and access
- eraseInfo? EraseInfo - Contains details regarding the erasure of data, including who performed the erasure, when it was done, and the specific item erased, ensuring compliance with data protection and privacy regulations
- description? string - A textual summary of the document's content or purpose, aiding in identification and categorization
- memo? string - An accompanying memo providing further detail or context about the document, enhancing understanding or guiding action
- compositeFile? CompositeFile[] - A collection of files that comprise the document, accommodating multi-part documents or attachments
- id? string - A unique identifier for the document, ensuring unambiguous reference across the system
- linkReferences? LinkReference[] - Links connecting the document to related entities or records, promoting interconnectedness and contextual awareness
- purgeInfo? record {} - Details the criteria and processes for purging the document from the system, aligning with data governance practices
- templateId? string - The identifier of the template utilized for the document, indicating conformity to specific formats or standards
- tags? Tag[] - Tags applied to the document for categorization, searchability, and thematic association
guidewire.insnow: Driver
Detailed representation of a driver or potential driver, encompassing personal information, contact details, associated addresses, and other relevant information that pertains to their role and status within insurance policies
Fields
- addresses? Address[] - An array of Address objects that detail the driver's associated addresses, including home, mailing, and potentially other types of addresses
- revision? string - A versioning identifier used to manage concurrent updates to the driver resource, ensuring data integrity through optimistic locking mechanisms
- links? Link[] - A collection of hypermedia links related to the driver, providing quick access to related resources and actions such as fetching detailed information or initiating workflows
- eraseInfo? EraseInfo - Contains details regarding the erasure of data, including who performed the erasure, when it was done, and the specific item erased, ensuring compliance with data protection and privacy regulations
- nameInfo? NameInfo - Captures comprehensive details about an individual's or entity's name, accommodating various name formats and types to support a wide range of commercial and personal naming conventions
- partyTypeCd string(default "ContactParty") - A categorization field that identifies the nature of the party's relationship to the policy or entity, with 'ContactParty' denoting direct contact or relation
- issues? Issue[] - A list of issues or points of concern related to the driver, such as incidents or violations, that may affect insurance considerations
- personInfo? PersonInfo - Encapsulates a comprehensive set of personal details for an individual, covering demographic information, contact preferences, professional background, and licensing history, facilitating tailored interactions and personalized insurance services
- locationIdRef? string - A reference to the geographical location or area associated with the driver, potentially relevant for policies with geographical considerations such as Personal Umbrella policies
- driverInfo? DriverPersonalInfo - Captures comprehensive personal and professional details about a driver, including driving history, license information, and eligibility for various insurance benefits based on driving qualifications and courses completed
- yearsOfService? int - Represents the number of years the driver has been associated with the insurance provider or specific policy, possibly impacting considerations such as loyalty discounts or risk assessments
- emailInfo? EmailInfo - Details an individual's email contact information, including type and preference status, facilitating communication and documentation processes
- phoneInfo? PhoneInfo[] - An array detailing the phone contact information associated with the driver, facilitating various forms of communication
- futureStatusCd? string - A code indicating the anticipated future status of the driver with respect to the policy, such as pending renewal or cancellation
- id? string - A unique identifier for the driver, used to reference and manage driver information within the system
- questionReplies? QuestionReplies - Encapsulates responses to a set of predefined questions, typically used in underwriting or claim processes, to gather necessary information in a structured format
- underLyingPolicyIdRef? string - A reference to the specific insurance policy ID that this driver is associated with, highlighting the connection to policy structures and coverages
- underLyingPartyInfoIdRef? string - References detailed party information, linking the driver to additional contextual data or policy-related entities
- status? string - Current status of the driver, indicating their active involvement or any flags such as 'Deleted' for removed records
guidewire.insnow: DriverInfo
Captures comprehensive driving-related information for an individual, including licensing details, driving history, and eligibility for discounts based on driving courses and behavior
Fields
- attachedVehicleRef? string - Reference identifier for the vehicle(s) associated with the driver, linking driver information to specific vehicles covered under the policy
- defensiveDriverEffectiveDt? string - The start date from which defensive driving course benefits apply, reflecting eligibility for associated discounts
- goodDriverInd? boolean - Affirms the driver's qualification as a good driver, impacting insurance rates and coverage eligibility
- goodDriverDiscountInd? boolean - Indicates eligibility for a good driver discount, based on a history of safe driving practices
- scholasticCertificationDt? string - The date the driver qualified for a discount based on scholastic achievements, relevant for young or student drivers
- yearsExperience? int - The total number of years the driver has held a license, serving as an indicator of experience and driving history
- mvrStatusDt? string - The date of the last update to the driver's MVR status, important for maintaining current and accurate risk assessments
- driverTrainingCompletionDt? string - The date on which the driver completed a formal driver training program, potentially affecting policy discounts
- driverStartDt? string - The date the driver began driving, relevant for calculating driving experience and insurance eligibility
- licenseDt? string - The date on which the driver's license was issued, foundational for legal driving status and insurance underwriting
- driverStatusCd? string - A code indicating the current status of the driver, such as active or suspended, which may influence policy terms and pricing
- mvrRequestInd? boolean - Indicates that a Motor Vehicle Report (MVR) has been requested for the driver, a key component in risk assessment and policy pricing
- defensiveDriverExpirationDt? string - The expiration date for defensive driving course benefits, after which renewal may be required to maintain discounts
- yearLicensed? string - The year in which the driver was first licensed, offering a measure of driving experience and proficiency
- licenseNumber? string - The official number associated with the driver's license, essential for identification and record-keeping
- id? string - A unique identifier for the driver information record, ensuring distinct management within the insurance system
- accidentPreventionCourseCompletionDt? string - The date the driver completed an accredited accident prevention course, potentially qualifying for insurance discounts
- mvrStatus? string - The status of the driver's MVR, providing insights into driving history, violations, and overall risk profile
- permanentLicenseInd? boolean - Specifies whether the driver holds a permanent driving license, as opposed to a provisional or temporary license
- assignedVehicle? int - The number of vehicles officially assigned to the driver within the policy, indicating responsibility and primary usage
- lengthTimeDriving? int - The total number of years the individual has been driving, crucial for evaluating driving experience and risk
- driverInfoCd? string - A code categorizing the type of driver information record, useful for system processing and classification
- driverTrainingInd? boolean - Indicates completion of a formal driver training program, qualifying the driver for potential insurance benefits
- excludeDriverInd? string - Specifies whether the driver is excluded from certain coverages within the policy, based on risk assessments or other factors
- requiredProofOfInsuranceInd? boolean - Indicates whether the driver is required to provide proof of insurance, typically for legal or regulatory compliance
- licensedStateProvCd? string - The code for the state or province that issued the driver's license, indicating jurisdiction and legal authority
- scholasticDiscountInd? boolean - Indicates eligibility for a discount based on scholastic performance, encouraging responsible behavior among student drivers
- statusComments? string - Comments related to the driver's status, providing additional context or explanations for status assignments or changes
- licenseStatus? string - The current status of the driver's license, such as valid, suspended, or expired, directly affecting insurance eligibility
- matureDriverInd? boolean - Indicates recognition of the driver as a mature driver, possibly affecting insurance premiums and coverage options
- accidentPreventionCourseInd? boolean - Indicates whether the driver has successfully completed an accident prevention course
- driverTypeCd? string - Categorizes the driver by type, such as 'Primary' or 'Occasional', affecting policy coverage and premiums
- relationshipToInsuredCd? string - Describes the driver's relationship to the insured entity or individual, such as family member or employee, impacting coverage details
- dateofHire? string - The date the driver was hired for employment, applicable when driving is a part of professional duties
- driverPoints? DriverPoint[] - A list of points accrued by the driver for traffic violations or other infractions, impacting risk assessment and premium calculation
- defensiveDriverInd? boolean - Indicates whether the driver has completed a defensive driving course, affecting insurance premiums and coverage options
guidewire.insnow: DriverPersonalInfo
Captures comprehensive personal and professional details about a driver, including driving history, license information, and eligibility for various insurance benefits based on driving qualifications and courses completed
Fields
- attachedVehicleRef? string - Reference ID of the vehicle(s) attached to the driver within the policy, establishing a direct association between the driver and specific vehicles
- defensiveDriverEffectiveDt? string - The start date from which the benefits of completing a defensive driving course take effect, often related to policy discounts
- goodDriverInd boolean(default true) - Indicates recognition of the driver as a 'good driver', potentially affecting policy rates and eligibility for specific benefits
- goodDriverDiscountInd boolean(default true) - Signals that the driver qualifies for a good driver discount, based on a history of safe driving and adherence to traffic laws
- scholasticCertificationDt? string - The date on which the driver qualified for a scholastic achievement discount, typically based on academic performance
- yearsExperience? string - The total number of years the driver has held a valid driving license, serving as an indicator of experience and proficiency
- mvrStatusDt? string - The date on which the MVR status was last updated, important for maintaining current and accurate driver records
- driverTrainingCompletionDt? string - The date the driver completed a formal training program, which may qualify them for additional benefits or discounts within their insurance policy
- driverNumber? int - A unique sequence number assigned to the driver, used for identification and tracking within the insurance policy
- driverStartDt? string - The effective date when the driver was added to the policy, used for calculating the duration of coverage and experience
- licenseDt? string - The date on which the driver's license was issued, critical for verifying legal driving status and calculating experience
- driverStatusCd? string - The current status of the driver, such as 'Occasional' or 'Principal', indicating their primary role or frequency of vehicle use within the policy
- mvrRequestInd boolean(default true) - Indicates that a Motor Vehicle Report (MVR) has been requested for the driver, a critical step in assessing driving history and risk
- defensiveDriverExpirationDt? string - The expiration date of the defensive driving course benefits, after which renewal may be necessary to maintain associated discounts
- yearLicensed? string - The year in which the driver was first licensed, offering a measure of driving experience and history
- licenseNumber? string - The official number associated with the driver's license, essential for identity verification and records management
- id? string - A unique identifier for the driver's personal information record within the system
- accidentPreventionCourseCompletionDt? string - The date the driver completed an accident prevention course, potentially qualifying them for insurance discounts
- mvrStatus? string - The status of the MVR data report, providing insights into the driver's history and any potential issues or endorsements
- permanentLicenseInd boolean(default true) - Indicates whether the driver possesses a permanent driving license, as opposed to a provisional or temporary license
- assignedVehicle? int - The total number of vehicles assigned to the driver within the policy, illustrating the extent of the driver's responsibility
- lengthTimeDriving? int - The total number of years the driver has been actively driving, reflecting experience and potentially influencing risk profiles
- driverInfoCd string(default "ContactDriver") - A code that categorizes the driver within the system, often used for internal classification and processing
- driverTrainingInd? boolean - A flag indicating whether the driver has undergone formal driving training, potentially influencing risk assessments and policy pricing
- excludeDriverInd? string - Indicates whether the driver is excluded from certain policy coverages or rating considerations, based on underwriting decisions or policy options
- requiredProofOfInsuranceInd boolean(default true) - Signals the requirement for the driver to provide proof of insurance to the state or regulatory body, often linked to vehicle registration processes
- licensedStateProvCd? string - The code of the state or province that issued the driver's license, indicating the jurisdiction under which the license is valid
- scholasticDiscountInd boolean(default true) - Indicates eligibility for a discount based on scholastic achievement, aimed at student drivers who maintain high academic standards
- statusComments? string - Free-form comments that provide additional context or explanations for the driver's status, changes, or specific conditions noted in the record
- licenseStatus? string - Current status of the driver's license, such as 'Valid', 'Suspended', or 'Expired', impacting eligibility for insurance
- matureDriverInd boolean(default true) - Designates the driver as a 'mature driver', possibly qualifying for specific discounts based on age and experience
- accidentPreventionCourseInd boolean(default true) - Indicates whether the driver has completed an accredited accident prevention course
- driverTypeCd? string - Classifies the driver by type, such as 'Excluded' or 'Underaged', affecting policy terms and coverage limits
- relationshipToInsuredCd? string - Specifies the driver's relationship to the insured party, such as 'Husband', 'Wife', 'Son', 'Daughter', affecting policy structure and coverages
- dateofHire? string - The date on which the driver was officially hired or employed, relevant in contexts where driving is a professional activity
- driverPoints? DriverPoint[] - A detailed record of points accumulated by the driver, reflecting violations, infractions, or other factors that may impact insurance rates or coverage
- defensiveDriverInd boolean(default true) - Indicates successful completion of a defensive driving course by the driver, which may affect insurance premiums or eligibility for certain coverage options
guidewire.insnow: DriverPoint
Details the points associated with a driver, typically as a result of traffic violations or incidents. These points can impact insurance premiums and coverage
Fields
- pointsChargeable? int - The number of points that are chargeable against the driver, directly affecting insurance assessments and premiums
- comments? string - Additional remarks or explanations regarding the specific points or the incident leading to the points
- pointsCharged? int - The actual number of points charged to the driver after considerations such as mitigating factors or legal adjustments
- sourceCd? string - The source code identifying where the point data originated from, such as a state DMV or court system, ensuring traceability
- driverPointsNumber? int - The total number of points assigned to the driver as a result of the recorded incident or conviction
- templateId? string - Reference to a template used for documenting or processing driver points, facilitating standardized record-keeping
- infractionCd? string - A code representing the specific infraction or violation that resulted in the points being assigned to the driver
- infractionDt? string - The date on which the infraction occurred, crucial for determining the relevance and impact of the points over time
- directPortalIncidentId? string - A unique identifier for the incident as recorded in the direct portal, linking the points to specific events or violations
- expirationDt? string - The date when the points are set to expire or be removed from the driver's record, following applicable laws or regulations
- typeCd? string - A categorization code that classifies the type of points or the nature of the infractions, aiding in analysis and reporting
- convictionDt? string - The date on which the conviction was registered, leading to points being added to the driver's record
- ignoreInd boolean(default true) - Indicator of whether these points should be ignored or not considered in the driver's risk assessment, possibly due to mitigating circumstances
- id? string - A unique identifier for the driver point record, allowing for tracking and management within the system
- status? string - The current status of the points, such as 'Active', 'Expired', or 'Removed', reflecting the driver's current standing
guidewire.insnow: ElectronicPaymentSource
Defines the details of an electronic payment source, such as bank account or credit card information, used for processing payments within the system. It includes both ACH (Automated Clearing House) and credit card payment methods
Fields
- creditCardAuthorizationMessage? string - Message providing additional details regarding credit card authorization status or any associated messages
- eraseInfo? EraseInfo - Contains details regarding the erasure of data, including who performed the erasure, when it was done, and the specific item erased, ensuring compliance with data protection and privacy regulations
- agentTrustInd? boolean - Indicates whether the payment source is an agent's trust account, differentiating it from customer-owned accounts
- achBankAccountNumber? string - The bank account number for ACH payments, essential for direct bank transfers
- reminderDt? string - A date indicating when a payment reminder should be sent, aiding in timely payment collection and customer notification
- paymentServiceAccountId? string - An account identifier used by the payment service provider, linking the payment transaction to external payment processing systems
- creditCardAuthorizationCd? string - Code indicating the status of credit card authorization, such as approved or declined
- achBankAccountTypeCd? string - A code identifying the type of bank account (e.g., checking, savings) used for ACH payments
- midasId? string - An identifier used in MIDAS (Money Inflow/Disbursement Administration System) or similar systems for tracking financial transactions
- action? string - Placeholder for any action related to the payment source, such as update or deletion
- id? string - A unique identifier for the electronic payment source record within the system
- creditCardTypeCd? string - A code indicating the type of credit card (e.g., Visa, MasterCard) used for the payment
- creditCardExpirationMonth? string - The expiration month of the credit card
- creditCardHolderName? string - The name of the credit card holder as it appears on the card
- achExceptionMsg? string - Message detailing any exceptions or issues encountered during the ACH payment process, useful for troubleshooting and record-keeping
- sourceTypeCd? string - A code identifying the category of payment source (e.g., internal, external, third-party), useful for payment routing and management
- statusCd? string - A code indicating the current status of the payment source, such as active, inactive, or under review, guiding its availability for use
- achBankName? string - The name of the bank where the ACH account is held, providing necessary details for payment processing
- creditCardSecurityCd? string - The security code associated with the credit card, typically found on the back of the card
- customerPaymentProfileId? string - An identifier for the customer's payment profile, allowing for the reuse of stored payment information in a secure manner
- partyInfo? PartyInfo - Encapsulates comprehensive information about a party involved in the insurance process, including personal, business, and contact details, facilitating holistic management and communication
- customerProfileId? string - An identifier linking the electronic payment source to a customer profile, facilitating comprehensive customer payment management
- creditCardExpirationYr? string - The expiration year of the credit card
- carrierCd? string - Carrier code associated with the payment, identifying the insurance carrier in cases of payments facilitated by or through carriers
- creditCardNumber? string - The number of the credit card used for payments, sensitive data that must be handled according to PCI compliance standards
- methodCd? string - A code that specifies the payment method (e.g., ACH, credit card), important for directing the payment process accordingly
- achName? string - The name associated with the ACH account, typically the account holder's name as it appears on bank records
- sourceName? string - The name of the payment source, providing a human-readable identifier for the payment method or account
- achStandardEntryClassCd? string - A code that categorizes the type of ACH transaction, conforming to standard entry class specifications for payment processing
- achRoutingNumber? string - The routing number for the bank account, a critical component for directing ACH payments to the correct financial institution
guidewire.insnow: EmailInfo
Details an individual's email contact information, including type and preference status, facilitating communication and documentation processes
Fields
- emailAddr? string - The email address itself, providing a means of electronic communication
- emailTypeCd string(default "ContactEmail") - A code identifying the type of email address provided (e.g., personal, work), aiding in its appropriate use and categorization
- id? string - A unique identifier for the email information record, allowing for reference and management within the system
- preferredInd boolean(default false) - Indicates whether this email address is the preferred contact method for the individual, prioritizing it among multiple contact options
guidewire.insnow: EraseInfo
Contains details regarding the erasure of data, including who performed the erasure, when it was done, and the specific item erased, ensuring compliance with data protection and privacy regulations
Fields
- erasedTm? string - The specific time at which the data was erased, complementing the date information for precise record-keeping
- erasedBy? string - Identifier of the user or system process that performed the erasure, providing an audit trail for compliance and review
- erasedDt? string - The date on which the data was erased, recorded in a standard format such as ISO 8601 for consistency and clarity
- id? string - A unique identifier for the erase information record, facilitating tracking and management of erasure actions within the system
- erasedInd? boolean - A boolean indicator that confirms whether the data has been successfully erased, providing a clear status update
guidewire.insnow: ESignatureInfo
Contains information related to electronic signatures, including the type of signature, recipient category, and signing methodology, facilitating digital document execution and verification
Fields
- signingType? string - Describes the method by which the electronic signature is captured or verified, providing details on the procedural aspects of the signing process
- eSignatureTypeCd? string - A code that identifies the type of electronic signature process or technology used, such as digital signatures or clickwrap agreements
- recipientCd? string - A code categorizing the recipient of the document requiring an electronic signature, such as 'Insured', 'Agent', or 'Third Party'
- id? string - A unique identifier for the electronic signature information record, enabling distinct management and tracking within the system
guidewire.insnow: FillAddressFromGooglePlacesQueries
Represents the Queries record for the operation: fillAddressFromGooglePlaces
Fields
- placeId? string - Place Id from the Google Places search
- addressLine? string - The address line to have Google Places search and fill the address components
guidewire.insnow: GetDriversQueries
Represents the Queries record for the operation: getDrivers
Fields
- typeCd? "Driver"|"NonDriver" - Filter by type of driver
- continuationId? string - Indicates the starting offset for the API results when you want to return a specific portion of the full results
- 'limit? string - For pagination -- the maximum number of results to return
- includeDeleted? boolean - Includes deleted drivers/non-drivers. If true, results will include "Deleted" drivers/non-drivers. If false (or not provided), results will not include "Deleted" drivers/non-drivers
guidewire.insnow: GetPoliciesQueries
Represents the Queries record for the operation: getPolicies
Fields
- recentlyViewed? boolean - Limits policies to those recently viewed by the caller or user. If true, results will be restricted to policies recently viewed by the caller or user. If false (or not provided), results will not be restricted to policies recently viewed by the caller or user
- providerRef? string - Filters policies by provider identifier (e.g. 28)
- createdSinceDate? string - Selects policies where policy creation date is equal to or greater than the provided createdSinceDate (e.g. 2020-01-01)
- continuationId? string - Indicates the starting list value for the API results when you want to return a specific portion of the full results. You can use this parameter with the limit parameter. For example, if the limit on your first API call was 10 and the results populated a list on the page. To request the next page of 10 results, call the API again with continuationId=11 and limit=10
- customerId? string - Finds policies by customer id (e.g. 212)
- 'limit? string - Indicates how many results to return
- policyNumber? string - Finds policies by policyNumber (e.g. HO00000058)
- expiredDateAfter? string - Selects policies where policy expiration date is equal to or lesser than the provided expirationDateBefore (e.g. 2020-01-01)
- includePriorTerms? boolean - Includes prior terms.If true, results will include prior terms. If false (or not provided), results will not include prior terms
- optionalFields? string - Comma-delimited list of optional fields to be included. Currently supports customer and product
- status? string - Finds policies by policy status (e.g Active)
guidewire.insnow: GetPolicyQueries
Represents the Queries record for the operation: getPolicy
Fields
- asOfDate? string - Returns the policy details from a specified date (e.g. 2021-01-01). If not provided, the current date will be used
guidewire.insnow: GetQuotesQueries
Represents the Queries record for the operation: getQuotes
Fields
- createdSinceDate? string - Select applications where application creation date is equal to or greater than the provided createdSinceDate
- applicationOrQuoteNumber? string - Application or quote number
- transactionCd? string - Transaction code (e.g. New Business) Use where a specific transactionCd(s) is known. Accepts a comma-separated list of values. Ignored when transactionCdGroup contains a value
- includeDeleted? boolean - Includes deleted applications. If true, results will include "Deleted" applications. If false (or not provided), results will not include "Deleted" applications
- 'type? string - Application type. Valid values are Application, QuickQuote, or Quote
- recentlyViewed? boolean - Finds applications recently viewed by the caller/user. If true, results will be restricted to applications recently viewed by the caller/user. If false (or not provided), results will not be restricted to applications recently viewed by the caller/user
- policyId? string - Policy ID
- providerId? string - Provider code number
- continuationId? string - Indicates the starting offset for the API results when you want to return a specific portion of the full results. You can use this parameter with the limit parameter. For example, the limit on your first API call was 100 and the results populated a list on the page. To request the next page of 100 results, call the API again with continuationId=101 and limit=100
- transactionCdGroup? string - Find applications by transactionCdGroup. Use when a specific transactionCd(s) is not known. Accepts a comma-separated list of values. Valid values are Quote, Cancellation, Renewal, or Other
- customerId? string - Customer ID number
- includeClosed? boolean - Includes closed applications. If true, results will include "Closed" applications. If false (or not provided), results will not include "Closed" applications
- 'limit? string - The maximum number of results to return
- optionalFields? string - Comma-delimited list of optional fields to be included. Currently supports customer and product
- status? string - Application status (e.g. In Process)
guidewire.insnow: GetSupportedCountriesQueries
Represents the Queries record for the operation: getSupportedCountries
Fields
- sortType "asc"|"desc" (default "asc") - Indicates the method used to sort the results by name
guidewire.insnow: InsuranceScore
Provides details about an insurance score, including the score itself, reasons for the score, and related metadata, which is used in the underwriting and risk assessment processes
Fields
- overriddenInsuranceScore? string - If applicable, the insurance score that overrides the original score, typically resulting from manual review or additional information
- insuranceScoreTypeCd? string - A code categorizing the type of insurance score, such as credit-based or claims history, indicating the basis for the scoring
- insuranceScore? string - The insurance score, typically a numerical value or rating, derived from various factors and used to assess the risk associated with an insured or applicant
- sourceCd? string - A code indicating the source of the insurance score, such as an external credit bureau or an internal scoring system
- statusCd? string - The current status of the insurance score, such as 'Active' or 'Reviewed', indicating its state within the underwriting process
- id? string - A unique identifier for the insurance score record, facilitating tracking and management within the system
- insuranceScoreReasons? InsuranceScoreReason[] - A list of reasons contributing to the insurance score, providing insight into factors influencing the score
- sourceIdRef? string - A reference to the specific source record or identifier for the insurance score, linking to detailed source information
guidewire.insnow: InsuranceScoreReason
Describes a specific reason contributing to an insurance score, offering explanations for adjustments or factors affecting the score
Fields
- description? string - A textual description of the reason, explaining its impact or relevance to the insurance score
- id? string - A unique identifier for the insurance score reason, enabling distinct management and reference
- reasonCd? string - A code representing the specific reason affecting the insurance score, used for categorization and analysis
guidewire.insnow: Insured
Represents an insured entity or individual within the system, encompassing both basic identification and specific insurance-related information
Fields
- wcNAICS? string - The North American Industry Classification System (NAICS) code applicable to the insured's business, used for statistical and risk assessment purposes
- indexName? string - A standardized name used for indexing and search purposes, often formatted to meet specific regulatory or operational requirements
- websiteAddress? string - The official website address for the insured or their business, offering an additional contact point and information source
- ratingBureauID? string - An identifier used by rating bureaus to classify or rate the insured, relevant in jurisdictions or lines of business where bureau ratings are applicable
- selfInsured? boolean - Indicates whether the insured operates under a self-insurance model, relevant for certain types of coverage and risk management strategies
- wcNCCIRiskIdNumber? string - A risk identification number assigned by the National Council on Compensation Insurance (NCCI), relevant for workers' compensation insurance
- yearsInBusiness? int - The total number of years the insured has been in operation, reflecting business stability and experience for underwriting and risk assessment
- partyInfo? PartyInfo[] - A list of PartyInfo objects associated with the insured, detailing multiple roles, relationships, or contact points as needed
- preferredDeliveryMethod? string - The preferred method of communication or document delivery for the insured, aligning with their convenience and regulatory preferences
- wcSIC? string - The Standard Industrial Classification (SIC) code for the insured's business, providing an industry-based risk indicator
- id? string - A unique identifier assigned to the insured within the system, facilitating tracking, policy association, and risk assessment
- temporaryAddressOverrideInd? boolean - A flag that indicates a temporary override of the insured's standard address, useful for short-term billing or communication needs
- entityTypeCd? string - A code that identifies the nature of the insured entity, such as 'Individual', 'Corporation', or 'Partnership', reflecting the structure and legal status of the insured
guidewire.insnow: Issue
Defines an issue related to an entity within the system, capturing details such as the type of issue, associated attributes, and descriptive messages to aid in identification and resolution
Fields
- msg? string - A descriptive message or summary of the issue, offering insight into the nature and potential impact of the problem
- attributeRefs? AttributeRef[] - A collection of references to attributes associated with the issue, providing context and details that may aid in issue analysis and resolution
- typeCd? string - The primary classification code of the issue, indicating its general category and facilitating appropriate routing and response strategies
- subTypeCd? string - A code further categorizing the issue within its broader type, allowing for more granular classification and handling
- id? string - A unique identifier for the issue, enabling tracking and management within the system
guidewire.insnow: Link
Represents a hypermedia link, providing navigational capabilities between related resources within the API, akin to links in web pages
Fields
- rel? string - A descriptor that indicates the relationship of the linked resource to the current context, such as 'self', 'next', or specific action-related terms
- href? string - The absolute or relative URL pointing to the linked resource, which can be used to directly access or query the target resource
guidewire.insnow: LinkReference
Encapsulates a reference to a linked resource within the system, providing context and navigational properties to enhance connectivity between different entities or data models
Fields
- modelName? string - The name of the model or entity type that is being linked to, providing clarity on the kind of resource the link references
- systemIdRef? string - The system-wide unique database identifier for the target item of this link reference, used in scenarios where objects from different containers or databases are interconnected
- description? string - Descriptive text for the link, typically generated based on templates, that explains the nature or purpose of the link in user-readable terms
- id? string - A unique identifier for the link reference, facilitating tracking and management of links within the application
- idRef? string - The reference ID of the target model to which this link points, establishing a clear connection between the link and its associated entity
- status? string - Indicates the current status of the link, such as 'Active' or 'Deleted', reflecting the link's operational state within the system
guidewire.insnow: ListAddress
A structured response payload containing an array of addresses. This schema facilitates the return of multiple address records in a single API response, typically used in search or list endpoints where multiple addresses need to be communicated
Fields
- addresses? Address[] - An array of Address objects, each representing detailed information about a specific address. The structure of each Address object is defined by the Address schema
guidewire.insnow: ListApplication
Encapsulates a response that includes a list of insurance applications, potentially spanning multiple pages, along with pagination control via a continuation identifier
Fields
- continuationId? string - A pagination control identifier that specifies the starting point for the next set of results, used when additional results are available beyond the current response
- applicationListItems? Application[] - An array of Application objects, each representing an individual insurance application with summary and detailed data
guidewire.insnow: ListCountry
A structured response that enumerates all countries supported by the system. This can be used to populate selection lists or validate country data in user inputs
Fields
- countries Country[] - An array of country objects, each representing a country supported by the system. This list includes both the ISO code and the name of each country
guidewire.insnow: ListDocument
Encapsulates a response structure for API calls that return multiple documents, facilitating easy access to and manipulation of a collection of documents within the system
Fields
- documentListItems? Document[] - An array of Document objects, each representing detailed information about a specific document within the system
guidewire.insnow: ListDriver
Encapsulates a paginated response structure that contains a list of drivers, including relevant metadata to handle continuation of listing if more drivers exist beyond the current response set
Fields
- continuationId? string - A unique identifier that can be used to request subsequent pages of drivers. This value represents the row index from which the next set of results should start, facilitating pagination in client applications
- drivers? Driver - Detailed representation of a driver or potential driver, encompassing personal information, contact details, associated addresses, and other relevant information that pertains to their role and status within insurance policies
guidewire.insnow: ListNote
Encapsulates a response that includes a list of notes associated with a specific entity, such as a policy or claim, providing a structured overview of textual annotations or reminders
Fields
- noteListItems? Note[] - An array of Note objects, each representing an individual note with details such as content, priority, and status
guidewire.insnow: ListPolicy
Provides a paginated structure for listing policies, facilitating the retrieval of policy information in a segmented manner. This schema supports operations that require the listing of multiple policies, including search results and batch processing views
Fields
- continuationId? string - If more results are available, the ContinuationId should be the row index of the next row
- policyListItems? Policy[] - An array of policy items, each containing detailed information about individual policies
guidewire.insnow: NameInfo
Captures comprehensive details about an individual's or entity's name, accommodating various name formats and types to support a wide range of commercial and personal naming conventions
Fields
- nameTypeCd string(default "ContactName") - A code that categorizes the type of name record, such as 'ContactName', indicating the context or application of the name information
- prefixCd? string - A prefix code indicating titles or honorifics preceding the name, such as 'Mr.', 'Dr.', or 'Ms.', contributing to respectful and accurate address
- extendedName? string - An extended version of the name that may include additional identifiers or descriptive information, enhancing clarity and specificity
- indexName? string - A standardized name format used for indexing, typically following conventions to facilitate sorting and retrieval
- givenName? string - The individual's first name or given name, used in personal identification
- dbaIndexName? string - Index name under which the business is filed 'Doing Business As' (DBA), facilitating accurate identification and indexing
- dbaName? string - The 'Doing Business As' (DBA) name, representing the trading name under which the business or entity operates publicly, distinct from the legal business name
- commercialName2? string - An additional commercial name field, allowing for legal aliases or alternative business names
- suffixCd? string - A suffix code indicating qualifiers or titles following the name, such as 'Jr.', 'Sr.', or academic credentials, adding to the formal identification of the individual
- surname? string - The individual's last name or family name, essential for personal identification and official documentation
- positionCd? string - A code representing the individual's position or title within an organization, if applicable, contributing to formal identification and correspondence
- id? string - A unique identifier for the name information record, ensuring trackability and distinct management within the system
- shortName? string - A shortened or informal version of the name, used for ease of communication or in less formal contexts
- otherGivenName? string - An additional or middle given name of the individual, providing completeness to personal identification
- commercialName? string - The official commercial name of an entity, used in business contexts and legal documents
guidewire.insnow: Note
Represents a detailed record of a note, capturing contextual comments, priority, and administrative metadata, aiding in communication and documentation processes
Fields
- ref? string - A reference identifier linking the note to related records or entities, enhancing data connectivity and retrieval
- comments? string - Additional comments associated with the note, offering further clarification, instructions, or context
- addDt? string - The date when the note was initially added to the system, providing a temporal context for the information
- priorityCd? string - A code indicating the note's priority, such as 'High', 'Medium', or 'Low', affecting its visibility and urgency
- addUser? string - The identifier of the user who created the note, linking the note to its author for reference or follow-up
- stickyInd? boolean - A boolean indicator specifying whether the note is marked as 'sticky' or particularly important, ensuring prominence in listings or displays
- description? string - A brief description or summary of the note's content, providing an at-a-glance understanding of its purpose or subject matter
- memo? string - A detailed memorandum contained within the note, elaborating on the topic, decision-making process, or action items
- templateId? string - An identifier for a note template that was used as a basis for this note, standardizing the format and content for specific types of annotations
- addTm? string - The precise time of day when the note was added, complementing the date for accurate chronological tracking
- status? string - The current status of the note, such as 'Active', 'Completed', or 'Cancelled', reflecting its relevance and actionability
guidewire.insnow: NoteDetail
Provides an in-depth view of a note, including its content, priority, and associated metadata, facilitating detailed documentation and tracking within the system
Fields
- eraseInfo? EraseInfo - Contains details regarding the erasure of data, including who performed the erasure, when it was done, and the specific item erased, ensuring compliance with data protection and privacy regulations
- priorityCd? string - A code indicating the note's priority level, such as 'High', 'Medium', or 'Low', guiding attention and response urgency
- stickyInd? boolean - Specifies whether the note is marked as 'sticky' or important, warranting prominent display or special attention
- description? string - A brief overview or summary of the note's content, providing insight into its purpose and significance
- memo? string - An extended memo or detailed commentary associated with the note, providing additional context, explanations, or action items
- id? string - A unique identifier assigned to the note, enabling distinct tracking and retrieval within the system
- linkReferences? LinkReference[] - A collection of references linking the note to other related records or documents, enhancing contextual understanding and data integration
- purgeInfo? record {} - Details regarding the conditions and policies for purging the note from the system, ensuring data management compliance
- templateId? string - Identifier for the template used in creating the note, standardizing format and content for specific types of notes
- showOnAllProducerContainersInd? boolean - Indicates whether the note should be visible across all producer containers, ensuring broad visibility when necessary
- tags? Tag[] - A set of tags categorizing or highlighting aspects of the note, facilitating organization and thematic grouping
guidewire.insnow: PartyInfo
Encapsulates comprehensive information about a party involved in the insurance process, including personal, business, and contact details, facilitating holistic management and communication
Fields
- addresses? Address[] - A list of addresses associated with the party, detailing physical locations for billing, correspondence, or property coverage
- eraseInfo? EraseInfo - Contains details regarding the erasure of data, including who performed the erasure, when it was done, and the specific item erased, ensuring compliance with data protection and privacy regulations
- nameInfo? NameInfo - Captures comprehensive details about an individual's or entity's name, accommodating various name formats and types to support a wide range of commercial and personal naming conventions
- partyTypeCd? string - A code indicating the type of party (e.g., individual, corporation), aiding in classification and process differentiation
- personInfo? PersonInfo - Encapsulates a comprehensive set of personal details for an individual, covering demographic information, contact preferences, professional background, and licensing history, facilitating tailored interactions and personalized insurance services
- businessInfo? BusinessInfo - Details the business-related aspects of a party, including financial, operational, and classification information, tailored for commercial insurance contexts
- locationIdRef? string - Reference to a specific location associated with the party, often used for underwriting or claims purposes
- taxInfo? TaxInfo - Encapsulates tax identification information for an individual or entity, including tax ID numbers, legal entity classification, and documentation status, essential for compliance and financial reporting
- driverInfo? DriverInfo - Captures comprehensive driving-related information for an individual, including licensing details, driving history, and eligibility for discounts based on driving courses and behavior
- eSignatureInfo? ESignatureInfo - Contains information related to electronic signatures, including the type of signature, recipient category, and signing methodology, facilitating digital document execution and verification
- yearsOfService? int - The number of years the party has been associated with services or policies within the system, indicating tenure or loyalty
- emailInfo? EmailInfo - Details an individual's email contact information, including type and preference status, facilitating communication and documentation processes
- phoneInfo? PhoneInfo[] - A collection of phone numbers for the party, covering different types, purposes, and preferences
- id? string - A unique identifier for the party record within the system, ensuring accurate reference and integration across processes
- questionReplies? QuestionReplies - Encapsulates responses to a set of predefined questions, typically used in underwriting or claim processes, to gather necessary information in a structured format
- underLyingPolicyIdRef? string - A reference to an underlying policy associated with the party, establishing connections for coverage, claims, or account management
- underLyingPartyInfoIdRef? string - A reference to underlying party information, linking related records or entities within the system
- status? string - The current status of the party within the system, reflecting activity, eligibility, or compliance states
guidewire.insnow: PersonInfo
Encapsulates a comprehensive set of personal details for an individual, covering demographic information, contact preferences, professional background, and licensing history, facilitating tailored interactions and personalized insurance services
Fields
- yearsLicensed? int - The total number of years the individual has been licensed to drive, a direct measure of driving experience
- birthDt? string - The individual’s date of birth, in a standard format such as ISO 8601, foundational for many aspects of insurance processing and decision-making
- positionTitle? string - The professional title or role of the individual within their place of employment, relevant for understanding socioeconomic factors and occupational risks
- bestTimeToContact? string - Preferred time for contacting the individual, ensuring communications are made at convenient times, enhancing customer service
- ageLicensed? int - The age at which the individual was first licensed to drive, providing insight into driving experience and proficiency
- maritalStatusCd? string - A code indicating the marital status of the individual, which can be a factor in policy rates and coverage options
- bestWayToContact? string - Preferred method of contact (e.g., email, phone, text), allowing for personalized communication strategies
- genderCd? string - The individual's gender as officially recorded, relevant in contexts where gender may impact insurance analytics or product offerings
- employerCd? string - A code identifying the individual’s employer, useful in policies where employment status or employer partnerships affect coverage options
- educationCd? string - A code representing the highest level of education attained by the individual, which may influence insurance rates or eligibility for certain benefits
- personTypeCd string(default "ContactPersonal") - Indicates the context or category of personal information provided, with 'ContactPersonal' denoting a direct, personal contact type
- id? string - A unique identifier for the person's information record, ensuring accurate tracking and updating of personal details within the system
- age? int - The current age of the individual, crucial for assessing eligibility and risk factors for certain insurance products
- occupationCd? string - A code that classifies the individual's occupation, providing risk assessment data and potential eligibility for occupation-based discounts
- occupationClassCd? string - Further classification of the individual’s occupation, offering nuanced insight into professional risks and coverage needs
guidewire.insnow: PhoneInfo
Details an individual's or entity's phone contact information, including type and preference, to support effective and preferred modes of communication
Fields
- phoneTypeCd string(default "ContactPhone") - A code that categorizes the type of phone number (e.g., mobile, home, work), aiding in its appropriate use and prioritization
- phoneNumber? string - The actual phone number, formatted according to local or international standards, facilitating contact
- id? string - A unique identifier for the phone information record, allowing for efficient tracking and management within the system
- phoneName? string - A label or name associated with the phone number, such as 'Home' or 'Work', to identify the phone number's context or usage
- preferredInd boolean(default true) - Indicates whether this phone number is the preferred method of contact, prioritizing it among multiple contact options
guidewire.insnow: Policy
Represents a comprehensive view of an insurance policy, including customer details, policy specifics, associated contacts, and system references. It's designed to encapsulate all relevant information about a policy, facilitating easy access and management within the system
Fields
- policyMini? PolicyMini - Provides a condensed overview of policy information, including key attributes and links for deeper exploration
- ref? string - A general reference identifier for the policy item, usable for cross-referencing or linkage
- links? Link[] - Hypermedia links associated with the policy item, providing navigational URLs to related resources
- customerInfo? CustomerInfo - Captures essential identification and reference information for a customer, supporting customer management, service, and correspondence within the insurance system
- productInfo? ProductInfo - Provides key details about an insurance product, including its identification and descriptive name, facilitating product-specific processing and categorization
guidewire.insnow: PolicyDetails
Encapsulates detailed information about an individual policy, including identification, related entities, and status indicators. This schema serves as a comprehensive model for policy information, integrating with both internal and external systems for full lifecycle management
Fields
- systemId? string - An identifier for the policy within the internal or external systems, facilitating cross-reference
- wcAdditionalInsureds? WCAdditionalInsured[] - List of additional insured entities for workers' compensation policies, detailing parties other than the primary insured that receive coverage
- revision? string - The revision identifier of the policy, used for tracking changes and ensuring data consistency
- updateCount? int - A counter indicating the number of times the policy has been updated
- externalSystemInd? string - Indicator flag signifying if the policy is synchronized with an external system
- insured? Insured - Represents an insured entity or individual within the system, encompassing both basic identification and specific insurance-related information
- statementAccountRef? string - Reference identifier for the account associated with billing statements for the policy
- links? Link[] - Hypermedia links associated with the policy item, providing navigational URLs to related resources
- wcCoveredStates? WCCoveredState[] - A list of states in which workers' compensation coverage is included within the policy as proposed by this quote, reflecting multi-state operations and compliance
- updateUser? string - Identifier of the user who last updated the policy, used for audit trails and accountability
- version? string - The version number of the policy, used for version control and history tracking
- updateTimestamp? string - The timestamp of the last update made to the policy, formatted in ISO 8601
- vipLevel? string - The VIP level assigned to the policy or policyholder, indicating priority or special handling requirements
- basicPolicy? BasicPolicy - Summarizes foundational information about a policy, including its identification, associated affinity group, and details about its payment plan
- customerRef? string - A reference identifier for the customer associated with the policy
- accountRef? string - A reference identifier linking the policy to a specific account in the system
- id? string - The unique identifier of the policy within the system
- auditAccountRef? string - Reference identifier for the account associated with any audits related to the policy
- iVANSCheck? string - Status of the IVANS check for the policy, indicating connectivity and data exchange success with the IVANS network
- contacts? Contact[] - A collection of contacts related to the policy, including individuals and entities with various roles
guidewire.insnow: PolicyMini
Provides a condensed overview of policy information, including key attributes and links for deeper exploration
Fields
- systemId? string - System identifier that manages or tracks the policy, indicating the source or platform of policy management
- externalSystemInd? string - Indicator for the association of the policy with an external system, highlighting integrations or external dependencies
- insured? Insured - Represents an insured entity or individual within the system, encompassing both basic identification and specific insurance-related information
- statementAccountRef? string - Reference to the statement account related to the policy, used for financial transactions and billing
- links? Link[] - A collection of hypermedia links to related resources, facilitating navigation and further actions
- version? string - Version identifier for the policy information, denoting the format or structure level of the policy data
- vipLevel? string - Indicates the VIP level of the policy or associated customer, used for service prioritization or benefits
- basicPolicy? BasicPolicy - Summarizes foundational information about a policy, including its identification, associated affinity group, and details about its payment plan
- customerRef? string - A reference to the customer associated with the policy, enabling linkage to detailed customer information
- accountRef? string - Reference identifier to the account associated with this policy, linking to account-specific details
- id? string - Unique identifier for the policy, facilitating identification and retrieval within the system
- auditAccountRef? string - Reference to the audit account, if applicable, providing a connection to audit-related information and actions
- iVANSCheck? string - Result or status from an IVANS insurance verification process, reflecting verification outcomes
- contacts? Contact[] - An array of contacts related to the policy, detailing individuals or entities associated in various capacities
guidewire.insnow: ProductInfo
Provides key details about an insurance product, including its identification and descriptive name, facilitating product-specific processing and categorization
Fields
- name? string - The descriptive name of the product as defined in the Product Master, providing a human-readable identifier that may correspond to marketing or regulatory naming conventions
- id? string - A unique identifier for the insurance product, enabling precise reference and retrieval within the system
guidewire.insnow: QuestionReplies
Encapsulates responses to a set of predefined questions, typically used in underwriting or claim processes, to gather necessary information in a structured format
Fields
- questionSourceMDA? string - Metadata or identifier indicating the source or context of the questions, such as a specific underwriting guideline or claim process step
- id? string - A unique identifier for the collection of question and replies, facilitating organization and retrieval
- questionReply? QuestionReply[] - An array of responses to specific questions, each containing the question's details and the provided reply, structured according to the QuestionReply schema
guidewire.insnow: QuestionReply
Encapsulates both a specific question posed within the system and the corresponding reply, facilitating the structured collection of information for processes such as underwriting or claim assessment
Fields
- visibleInd boolean(default true) - Indicates whether the question is currently set to be visible to the user, allowing for conditional display based on context or previous answers
- displayDesc? string - A descriptive label or prompt for the question, intended to be displayed as part of the question when presented to the user
- name? string - The name or key identifying the question, which may be used to map the reply to specific processes or data fields
- id? string - A unique identifier for the question and reply instance, allowing for tracking and referencing within the system
- text? string - The full text of the question as presented to the user, detailing what information or response is being requested
- value? string - The reply or response provided to the question, stored as a string regardless of the original format or type of the input
guidewire.insnow: Quote
Encapsulates comprehensive details about a quotation for insurance coverage, including linked resources, policy information, and the status of the quote
Fields
- wcAdditionalInsureds? WCAdditionalInsured[] - List of additional insured entities for workers' compensation policies, detailing parties other than the primary insured that receive coverage
- revision? string - A system-generated version identifier for the quote, used to manage updates and ensure data integrity through optimistic concurrency control
- insured? Insured - Represents an insured entity or individual within the system, encompassing both basic identification and specific insurance-related information
- statementAccountRef? string - A reference to the statement account associated with this quote, used for billing and financial transactions related to the policy
- links? Link[] - A collection of hypermedia links to related resources and actions available for the quote, facilitating easy navigation and interaction within the API ecosystem
- wcCoveredStates? WCCoveredState[] - A list of states in which workers' compensation coverage is included within the policy as proposed by this quote, reflecting multi-state operations and compliance
- description? string - A brief description or summary of the quote, providing insights into the coverage scope, purpose, or specific considerations
- externalStateData? string - External system data related to the quote, potentially including state-specific requirements, third-party data, or external identifiers
- submitterIssues? SubmitterIssue[] - A list of issues or concerns raised by the submitter or system during the quoting process, requiring attention or resolution before proceeding
- policyRef? string - A reference identifier linking the quote to a specific policy or policy proposal, establishing a connection between quoting and policy issuance
- transactionInfo? TransactionInfo - Captures detailed information related to a specific transaction within the policy lifecycle, including cancellations, corrections, payments, and policy term adjustments, among others
- lockTaskId? string - An identifier for a system task or process that has locked the quote for exclusive access, preventing concurrent modifications
- vipLevel? string - Indicates the VIP level or priority of the quote, which may affect processing speed, service levels, or access to special pricing
- basicPolicy? BasicPolicy - Summarizes foundational information about a policy, including its identification, associated affinity group, and details about its payment plan
- customerRef? string - A reference identifier linking the quote to a customer record, enabling correlation between customer details and quotation data
- id? string - The unique identifier for the quote, facilitating tracking, management, and retrieval within the system
- applicationInfo? ApplicationInfo - Encapsulates a detailed record of an insurance application's lifecycle within the system, tracking its creation, updates, mailing history, closure, and any related correction or reinstatement transactions
- contacts? Contact[] - A list of contacts associated with the quote, including individuals or entities involved in the policy as insureds, beneficiaries, or other roles
- status? string - The current status of the quote, indicating its progression through the quoting process, approval state, or any conditions affecting its validity
guidewire.insnow: ReapplyOutputSuppression
Specifies settings for reapplying output suppression rules to a transaction, indicating whether certain communications or document outputs should be included or suppressed based on specific criteria
Fields
- includeInd? boolean - Indicates whether the suppression rule should be included in the current transaction, determining if related outputs are generated
- id? string - A unique identifier for the output suppression rule, enabling tracking and management of suppression settings
guidewire.insnow: StateProvinces
Defines the attributes of a state or province, providing key identifiers and names for use in addressing and location services within the insurance application
Fields
- id? string - The unique identifier or code for the state or province, often used as a standard abbreviation or code in address formats
- stateProvName? string - The full name of the state or province, providing a clear and unambiguous reference for users and systems interacting with address information
guidewire.insnow: SubmitterIssue
Encapsulates issues identified by the submitter during the insurance application or quote submission process, including categorization and descriptive messaging
Fields
- msg? string - A descriptive message detailing the nature of the issue, providing insight into potential concerns or required actions
- typeCd? string - The primary classification code for the issue, indicating its general category and aiding in prioritization and resolution strategies
- subTypeCd? string - A code further specifying the subtype of the issue, offering additional granularity beyond the primary type for more precise categorization
- id? string - A unique identifier for the submitter issue, facilitating tracking and resolution efforts within the system
guidewire.insnow: Tag
Encapsulates metadata in the form of a tag, allowing for the categorization, organization, and easy retrieval of various entities within the system. Tags can be applied to documents, contacts, claims, and more, facilitating efficient data management and searchability
Fields
- name? string - The human-readable name of the tag, which succinctly describes the attribute, category, or keyword associated with the tag. This name is used for displaying, searching, and organizing entities tagged with this label
- tagTemplateIdRef? string - The reference ID to a predefined tag template from which this tag was created, if applicable. Tag templates facilitate the standardization of tags across the system, ensuring consistency in tagging conventions and metadata application
- id? string - A unique identifier for the tag, ensuring distinctness across the system and enabling precise reference and operations on the tag
guidewire.insnow: TaxInfo
Encapsulates tax identification information for an individual or entity, including tax ID numbers, legal entity classification, and documentation status, essential for compliance and financial reporting
Fields
- taxTypeCd? string - A code describing the tax classification of the party, such as 'Individual', 'Corporation', or 'Partnership', impacting tax treatment and obligations
- withholdingExemptInd? boolean - Indicates whether the party is exempt from tax withholding, relevant for processing payments and tax reporting
- received1099Ind? boolean - Indicates whether the party has received a Form 1099, used for reporting income from sources other than wages, salaries, and tips
- taxIdTypeCd? string - A code that specifies the type of tax identification number provided, such as SSN or FEIN, indicating the format and nature of the ID
- receivedW9Ind? boolean - Indicates whether a Form W-9 has been received from the party, used to request the taxpayer identification number and certification
- required1099Ind? boolean - Specifies if the issuance of a Form 1099 is required for the party, based on the nature of payments or income received
- fein? string - The Federal Employer Identification Number (FEIN) for the entity, used in tax filings and other legal documents as a unique identifier
- id? string - A unique identifier for the tax information record, facilitating accurate tracking and association with parties or accounts
- legalEntityCd? string - A code indicating the legal entity type, such as corporation, partnership, or sole proprietor, relevant for tax classification and compliance
- ssn? string - The Social Security Number (SSN) for individuals, serving as a primary identification number for tax and other legal purposes
guidewire.insnow: TransactionCloseReasons
Reasons for the closure of a transaction
Fields
- closeReasonCd? string - Code indicating the reason for transaction closure
- closeSubReasonLabel? string - Label associated with the sub-reason for transaction closure
- id? string - Unique identifier for the transaction close reasons
- closeComment? string - Comment associated with transaction closure
- closeSubReasonCd? string - Code indicating the sub-reason for transaction closure
guidewire.insnow: TransactionDetails
Defines the details of a transaction within the system
Fields
- transactionUser? string - User associated with the transaction
- replacementOfTransactionNumber? int - Transaction number associated with replacement
- unAppliedByTransactionNumber? int - Transaction number associated with un-application
- releaseHoldReason? string - Reason for releasing hold
- conversionJobRef? string - Reference to the conversion job
- replacedByTransactionNumber? int - Transaction number associated with replacement
- writtenChangePremiumAmt? string - Amount of change in premium for written policy
- id? string - Unique identifier for the transaction
- checkNumber? string - Number associated with the check
- reinstatementOfTransactionNumber? int - Transaction number associated with reinstatement
- inforcePremiumAmt? string - Amount of in-force premium
- outputTypeCd? string - Code indicating the type of output
- paymentTypeCd? string - Code indicating the type of payment
- renewalProviderRef? string - Reference to renewal provider
- correctionOfTransactionNumber? int - Transaction number associated with correction
- transactionLongDescription? string - Long description of the transaction
- transactionCloseReasons? TransactionCloseReasons - Reasons for the closure of a transaction
- wcTotalNetLocationsManualPremiumAmt? string - Total net locations manual premium amount for workers compensation
- rewriteToProductVersion? string - Version of the product for rewrite
- transactionDt? string - Date of the transaction
- paymentAmt? string - Amount of payment
- submissionNumber? int - Submission number
- transactionTm? string - Time of the transaction
- transactionShortDescription? string - Short description of the transaction
- unapplySource? string - Source of un-application
- transactionEffectiveDt? string - Effective date of the transaction
- newPolicyExpirationDt? string - Expiration date of the new policy
- writtenFeeAmt? string - Fee amount for written policy
- sourceCd? string - Code indicating the source of transaction
- newPolicyEffectiveDt? string - Effective date of the new policy
- conversionTemplateIdRef? string - Reference to the conversion template ID
- renewalApplyOfTransactionNumber? int - Transaction number associated with renewal application
- bookDt? string - Date when the transaction was booked
- cancelOfTransactionNumber? int - Transaction number associated with the cancellation
- transactionEffectiveTm? string - Time when the transaction became effective
- writtenPremiumAmt? string - Premium amount for written policy
- unApplyOfTransactionNumber? int - Transaction number associated with un-application
- cancelTypeCd? string - Code indicating the type of cancellation
- holdType? string - Type of hold
- renewalSubProducerCd? string - Code indicating the sub-producer of renewal
- chargeReinstatementFeeInd? boolean - Indicates whether a reinstatement fee was charged
- wcReinstatementCd? string - Code indicating the reinstatement of workers compensation
- applicationRef? string - Reference to the application
- correctedByTransactionNumber? int - Transaction number associated with correction
- transactionNumber? int - Transaction number
- inforceChangePremiumAmt? string - Amount of change in premium for in-force policy
- transactionCd? string - Code indicating the type of transaction
- transactionReasons? TransactionReason[] - Reasons associated with the transaction
- wcWaiveCancellationAuditInd? boolean - Indicates whether cancellation audit for workers compensation is waived
- conversionGroup? string - Group associated with conversion
- reinstatedByTransactionNumber? int - Transaction number associated with reinstatement
- masterTransactionNumber? int - Master transaction number
- transactionText? TransactionText[] - Text associated with the transaction
- cancelRequestedByCd? string - Code indicating who requested the cancellation
- cancelledByTransactionNumber? int - Transaction number associated with the cancellation
- delayInvoiceInd? boolean - Indicates whether invoice is delayed
guidewire.insnow: TransactionInfo
Captures detailed information related to a specific transaction within the policy lifecycle, including cancellations, corrections, payments, and policy term adjustments, among others
Fields
- paymentAmt? string - The amount of payment made or processed in this transaction, relevant for transactions involving financial exchanges
- transactionShortDescription? string - A brief summary of the transaction, useful for quick reference and overview in listings or summaries
- transactionEffectiveDt? string - The effective date of the transaction, indicating when the changes or actions associated with the transaction take effect
- newPolicyExpirationDt? string - The expiration date of the policy resulting from this transaction, indicating the end of the current policy term
- sourceCd? string - Code that identifies the source of the transaction, such as an online portal, agent submission, or system-generated adjustment
- newPolicyEffectiveDt? string - The effective date of the policy resulting from this transaction, marking the start of the new or adjusted policy term
- renewalApplyOfTransactionNumber? int - Transaction number of a renewal application associated with this transaction, indicating continuity in the policy lifecycle
- cancelOfTransactionNumber? int - Transaction number of a previous transaction that this transaction cancels or nullifies
- reapplyOutputSuppressions? ReapplyOutputSuppression[] - A list of output suppression settings to be reapplied as a result of this transaction, affecting document generation and communication preferences
- transactionEffectiveTm? string - The precise time at which the transaction becomes effective, providing additional specificity beyond the effective date
- releaseHoldReason? string - The reason provided for releasing any holds associated with this transaction, facilitating administrative processing and documentation
- cancelTypeCd? string - Code categorizing the type of cancellation, aiding in the processing and reporting of cancellations
- holdType? string - Specifies the type of hold placed on a transaction, impacting how the transaction is processed and when it becomes effective
- id? string - A unique identifier for the transaction information record, ensuring distinct management and tracking within the system
- renewalSubProducerCd? string - Code identifying the sub-producer or agent responsible for the renewal, part of the distribution and sales tracking
- chargeReinstatementFeeInd? boolean - Indicator of whether a reinstatement fee is charged for this transaction, typically associated with policy reinstatements
- wcReinstatementCd? string - For workers' compensation policies, a code that indicates the conditions or reasons for reinstatement following cancellation or lapse
- checkNumber? string - The number of the check used for payment in this transaction, applicable for transactions involving check payments
- reinstatementOfTransactionNumber? int - Transaction number of a previous transaction that this one reinstates, creating a connection within the reinstatement process
- correctedByTransactionNumber? int - Transaction number of a subsequent transaction that corrects this one, facilitating tracking of corrections through transaction chains
- transactionNumber? int - A system-assigned sequential number for the transaction, serving as a unique identifier within the policy's transaction history
- transactionCd? string - A code categorizing the transaction type, facilitating processing, reporting, and historical tracking of policy transactions
- wcWaiveCancellationAuditInd? boolean - Indicates whether the audit requirement at cancellation has been waived for a workers' compensation policy, affecting end-of-term processing
- outputTypeCd? string - Code that identifies the type of output or document generation triggered by this transaction, such as policy declarations or billing statements
- paymentTypeCd? string - Code that classifies the type of payment made, such as premium payment, reinstatement fee, or other transaction-related payment
- renewalProviderRef? string - Reference identifier for the renewal provider or system associated with this transaction, linking to external systems managing renewals
- correctionOfTransactionNumber? int - Transaction number of a previous transaction that this one corrects, establishing a correction relationship within the transaction history
- reinstatedByTransactionNumber? int - Transaction number of a subsequent transaction that reinstates this one, linking transactions within the context of policy reinstatements
- transactionLongDescription? string - A detailed description of the transaction, offering insights into its purpose, scope, and impact on the policy or customer
- electronicPaymentSource? ElectronicPaymentSource - Defines the details of an electronic payment source, such as bank account or credit card information, used for processing payments within the system. It includes both ACH (Automated Clearing House) and credit card payment methods
- cancelRequestedByCd? string - Code identifying who requested the cancellation, providing insight into the source of the transaction
- wcTotalNetLocationsManualPremiumAmt? string - In workers' compensation policies, the total premium amount for manually rated locations, reflecting specific risk assessments
- rewriteToProductVersion? string - Specifies the product version to which the policy is being rewritten as a result of this transaction, indicating product updates or changes
- cancelledByTransactionNumber? int - Transaction number of a subsequent transaction that cancels this one, indicating a linkage between transactions within the policy history
- delayInvoiceInd? boolean - Indicator that the generation of an invoice for this transaction should be delayed, according to specific processing rules or conditions
guidewire.insnow: TransactionReason
Reason associated with a transaction
Fields
- id? string - Unique identifier for the transaction reason
- reasonCd? string - Code indicating the reason for the transaction
guidewire.insnow: TransactionText
Defines the structure for transaction text within the system, including its ID, textual content, associated code, and transaction text type
Fields
- transactionTextTypeCd? string - Code indicating the type of transaction text
- textCd? string - Code associated with the text
- id? string - Unique identifier for the transaction text
- text? string - Text associated with the transaction
guidewire.insnow: UmbrellaPolicyInfo
Encapsulates detailed information regarding an umbrella insurance policy within the Guidewire InsuranceNow system. This schema is designed to capture and organize key identifiers and attributes of an umbrella policy, facilitating effective policy management, identification, and reference across the platform. It serves as a foundational element for operations such as policy lookup, modification, and integration with related insurance processes, ensuring a coherent and unified approach to managing umbrella policies
Fields
- policyNumber? string - The policy number assigned to the umbrella policy, serving as a human-readable identifier that is often used in documentation and communications
- id? string - The unique identifier for the umbrella policy, used to uniquely distinguish this policy from others within the system
- idRef? string - A reference identifier that links this umbrella policy to related records or entities within the system, facilitating cross-referencing and data integrity
guidewire.insnow: VerifyAddressQueries
Represents the Queries record for the operation: verifyAddress
Fields
- addressType "Combined"|"Uncombined" (default "Combined") - Indicates the requested format of the address after verification. Uncombined returns the street address in components. The default is Combined
guidewire.insnow: WCAdditionalInsured
Details an additional insured entity or individual on a workers' compensation policy, providing key identification and insurance-related information
Fields
- partyInfo? PartyInfo - Encapsulates comprehensive information about a party involved in the insurance process, including personal, business, and contact details, facilitating holistic management and communication
- insuranceScore? InsuranceScore[] - An array of InsuranceScore objects that provide scoring or rating information related to the additional insured, used in underwriting and risk assessment
- indexName? string - A standardized name used for indexing and searching purposes, often formatted to meet specific operational or regulatory requirements
- preferredDeliveryMethod? string - Indicates the preferred method for delivering communications or documents to the additional insured, aligning with their convenience and regulatory preferences
- linkReference? LinkReference[] - A collection of references linking the additional insured to related records or external entities, enhancing data connectivity and context
- id? string - A unique identifier for the additional insured record, facilitating distinct management and reference within the system
- entityTypeCd? string - A code indicating the type of entity the additional insured represents, such as 'Additional Named Insured', categorizing their role within the policy context
- insuredNumber? int - A numerical identifier assigned to the additional insured, useful for tracking and differentiation from other insured entities on the policy
- status? string - The current status of the additional insured within the policy, such as 'Active' or 'Inactive', reflecting their involvement and coverage status
guidewire.insnow: WCCoveredState
Details specific workers' compensation coverage options and conditions for a given state, including discounts, deductibles, experience modifications, and other factors influencing the policy's terms and premium calculations
Fields
- eLVoluntaryCompensationInd? boolean - Indicates whether Employers' Liability Voluntary Compensation is included, extending coverage beyond statutory workers' compensation requirements
- coinsuranceInd? boolean - Indicates the presence of a coinsurance arrangement for the covered state, impacting the distribution of risk between insurer and insured
- deductibleAmt? string - The amount of deductible applied to the policy for the covered state, influencing out-of-pocket costs before insurance coverage begins
- deductibleType? string - Specifies the type of deductible, such as 'per claim' or 'aggregate', defining how the deductible applies within the policy terms
- unemploymentNumber? string - The unemployment insurance number for the insured within the covered state, relevant for businesses and compliance reporting
- ruleStatus? string - Indicates the status of regulatory or internal rules applied to the coverage, such as 'active', 'pending', or 'expired'
- totalManualPremiumAmt? string - The total premium calculated based on manual rates before application of experience modifications or other adjustments
- workfareProgramWeeksNum? string - The number of weeks covered under a workfare program, applicable for policies including workfare participants
- managedCareCreditInd? boolean - Indicates the application of a credit for participation in managed care programs, reflecting cost savings from efficient care management
- productVersionIdRef? string - Reference to the product version associated with this coverage, linking state-specific terms to overall policy structure and offerings
- aRDRuleEnabled? boolean - Indicates whether the Alternate Risk Distribution (ARD) rule is enabled for this state, affecting risk assessment and premium distribution
- totalSubjectPremiumAmt? string - The portion of the premium subject to adjustments and modifications, based on covered payroll, classification rates, and experience factors
- workStudyProgram? string - Details about any work-study programs affecting coverage or premium calculations, relevant for educational institutions or employers
- id? string - A unique identifier for the workers' compensation coverage record within the specified state
- totalDiscountedPremiumAmt? string - The total premium amount after applying discounts, reflecting cost adjustments based on risk management practices or other criteria
- waiverOfSubrogationFlatInd? boolean - Indicates whether a flat waiver of subrogation applies, limiting the insurer's right to recover from third parties causing loss
- totalStateEstimatedPremium? string - An estimate of the total premium for the covered state, considering specific state rates, classifications, and coverage requirements
- experienceModificationFactor? string - A factor reflecting the insured's historical claims experience relative to the industry average, affecting premium calculations
- gLScheduledPremiumMod? string - Scheduled premium modification for General Liability, affecting the overall premium calculation based on specific risk adjustments
- 'order? int - Specifies the order in which this state's coverage details are presented or processed, indicating sequencing within multi-state policies
- noncomplianceChargeAmt? string - The amount charged for noncompliance with specified conditions or requirements, serving as a penalty or incentive for adherence to policy terms
- noOfContractsForWaiverOfSubrogation? string - The number of contracts under which a waiver of subrogation applies, affecting the rights of the insurer to pursue recovery from third parties
- largeDeductibleFactor? string - A factor applied in cases of large deductibles, influencing the premium calculation by accounting for the increased self-assumed risk
- index? int - A numerical index used for ordering or categorization within the system, facilitating data organization and retrieval
- numberOfClaims? string - The number of claims filed under the policy for the covered state, providing a measure of risk and loss history
- ratingEffectiveDt? string - The effective date of the rating and pricing structure applied to the covered state, marking the beginning of the applicable terms
- totalStandardPremiumAmt? string - The standard premium amount prior to any discounts or modifications, serving as a baseline for subsequent premium calculations
- certifiedSafetyHealthProgPct? string - The percentage credit applied for participation in certified safety and health programs, encouraging workplace safety initiatives
- packageFactorInd? boolean - Indicates whether package factors, combining multiple coverages or policies, are applied in premium calculations for the state
- alcoholDrugFreeCreditInd? boolean - Indicates eligibility for a credit based on participation in alcohol and drug-free workplace programs
- experienceRatingCd? string - A code representing the insured's experience rating, categorizing the risk level based on past claims history
- stateCd? string - The code representing the state for which the coverage details apply, identifying the jurisdiction covered by the policy terms
- experienceModificationStatus? string - Status of the experience modification, such as 'applied' or 'pending', indicating the current application of the experience factor
- contrClassPremAdjCreditPct? string - The percentage credit applied based on adjustments to the contractor classification premium, reflecting specific risk profiles and experience
- primaryInd? boolean - Designates the state as the primary state of coverage, relevant for policies covering multiple jurisdictions
- status? string - The current status of the coverage for the specified state, indicating active, inactive, or pending states of the coverage terms
Import
import ballerinax/guidewire.insnow;Other versions
0.2.0
0.1.0Metadata
Released date: about 18 hours ago
Version: 0.2.0
License: Apache-2.0
Compatibility
Platform: any
Ballerina version: 2201.12.2
GraalVM compatible: Yes
Pull count
Total: 20
Current verison: 0
Weekly downloads
Keywords
ERP/Insurance
Cost/Paid
Vendor/Guidewire
Area/ERP & Business Operations
Type/Connector
Contributors