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            Insurance Open Quoting Architecture

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            Insurance Open Quoting Architecture

            Use Insurance Open Quoting Architecture to seamlessly link your quoting processes with your external policy administration system.

            Insurance comes with a product management system built right in. However, if you prefer using an external policy administration system, the Insurance Open Quoting Architecture can support that. So you choose what works best for you. Either way, Insurance can help.

            Curious how the magic of Insurance Open Quoting Architecture works? Let's find out!

            Insurance Open Quoting Architecture Flow

            Use the Insurance Open Quoting Architecture to fulfill your quoting needs in two ways:

            • Initiate a quote from the external policy administration system.

              Illustrates the quoting flow process when it is initiated from the external system.

              1. Create a quote in the external policy administration system.

              2. The external system calls an Integration Procedure with InsQuoteService:createUpdateQuoteFromExternal.

              3. InsQuoteService:createUpdateQuoteFromExternal uses the returned JSON to update the quote record.

            • Initiate the quote in Salesforce from the Quote LWC.

              Illustrates the quoting flow process when it is initiated from the Salesforce UI.

              1. Create a quote in your Salesforce org from the Quote LWC.

              2. Configure the quote by adding products and coverages.

              3. Click the Rate Now button.

              4. The Integration Procedure generates the simplified JSON from InsQuoteService:getQuoteDetail.

              5. The HTTP Action sends the simplified JSON to the external system.

              6. The external system returns pricing JSON updates.

              7. InsQuoteService:createUpdateQuoteFromExternal uses the returned JSON to update the quote record.

              8. The Quote LWC updates with the information returned from the external system via the Integration Procedure.

            Quoting Services

            Insurance Open Quoting Architecture uses services to compile and interpret external policy administration data.

            InsQuoteService:getQuoteDetail

            InsQuoteService:createUpdateQuoteFromExternal

            InsQuoteService:createUpdateQuote

            Use this service to gather the important details about a quote that the external policy administration system uses to rate the quote.

            Use this service to create a quote or update an existing quote with new information through an inbound API call from an external policy administration system using a simplified JSON structure.

            For external rating InsQuoteService:createUpdateQuoteFromExternal uses a simple Quote JSON structure. This structure is based on the original output returned by the InsQuoteService:getQuoteDetail service but includes fewer fields and altered node names.

            Use this service if you aren’t using the simplified JSON.
            Note
            Note

            To get the simplified JSON structure that the external system must map to, set these parameters in the InsQuoteService:getQuoteDetail service:

            Remote Option: isForExternal = true

            Input: action = submit or reprice

            Tip
            Tip

            The Quote structure returned by the external policy administration service must be the same as the structure expected by InsQuoteService:createUpdateQuoteFromExternal or InsQuoteService:createUpdateQuote.

            Want to see some examples of the simplified JSON generated by these services? Read Vlocity Insurance Open Quoting Architecture Simplified JSON.

            External Rating and Pricing Setup Workflow

            If you decided to initiate the quoting flow from Salesforce, there’s some setup you need to do to get Insurance Open Quoting Architecture up and running in your org.

            1. Set Up an Integration Procedure to Call an External Rating System

            2. Set Up a Product for External Rating

            • Set Up an Integration Procedure to Call an External Rating System
              To use Vlocity Insurance Open Quoting Architecture you need to create an integration procedure that gathers the important information your external policy administration system can use to rate or price the quote. This integration procedure is included in the product and is triggered when a quote with that product included is rerated using the Rate Now button.
            • Set Up a Product for External Rating
              External policy administration systems can help you manage your insurance product offerings. Vlocity Insurance Open Quoting Architecture uses a product record in the internal Vlocity Insurance system to link quoting information in the quoting flow to the correct product in your external system.
            • Vlocity Insurance Open Quoting Architecture Simplified JSON
              You can use simplified Vlocity Insurance quote JSON optimized for easy mapping with external policy administration systems.
             
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