Du är här:
InsPolicyService:getModifiedPolicy
Använd denna tjänst när en användare gör ändringar av de försäkrade objekten eller försäkrade parterna i en befintlig policy. Tjänsten tar de ändringar användaren gör och returnerar ändrade policydata, inklusive det omräknade priset.
Metod: getModifiedPolicy
Uppdateringar tillhandahålls via två noder i indata: modifiedItems och newInsuredItemsRelationships.
Så här fungerar det
-
Tjänsten tar
assetIdellerpolicyIdav policyn som ska ändras. -
Tar en transformerad JSON som innehåller en karta över försäkrade objekt. Detta är en karta över de försäkrade objekten och parterna i målpolicyn samt alla ändrade attribut. Detta kan även inkludera nya försäkrade objekt som för närvarande inte finns i målpolicyn.
-
Uppdaterar attributvärdena för det försäkrade objektet och den försäkrade parten i produktens JSON med de som specificeras i kartan över försäkrade objekt. Lägger till nya försäkrade objekt i produktens JSON.
Anteckning Att lägga till valfria täckningar till försäkrade objekt stöds inte avInsPolicyService:getModifiedPolicy. -
Bearbetar nya associationer mellan försäkrade objekt eller försäkrade parter som specificeras i
newInsuredItemsRelationshipsoch lägger till underordnade produkter enligt behov i produktens JSON. Till exempel resulterar en ny association mellan en förare och en bil i en ny underordnad produkt under den specifika bilinstansen i produktens JSON.TipsEndast nya associationer kan specificeras; befintliga associationer kan inte tas bort med informationen i nyckeln.
-
Använder alternativen
aggByKey,effectiveDate,filtersochincludeInputKeyför att ändra pris på policyn och ange de nya priserna i produktens JSON. -
Om skatter och avgifter beräknas beräknas endast skatter och avgifter för nya poster. Till exempel, om en ytterligare auto (försäkrat objekt) läggs till i en policy beräknar tjänsten nya skatter och avgifter för den nya auto. Summeringsskatten och avgiftsvärdena i policyn uppdateras.
Om inga nya försäkrade objekt eller täckningar eller tillagda i policyn räknas skatter och avgifter inte om.
-
Returnerar produktens JSON med ändrad information. Noderna
primaryPartyochotherPartiesskapas/uppdateras om den underordnade produkten är en försäkrad part.AnteckningOm ingen
primaryPartyredan finns skapasprimaryPartyfrån den första nya relationen som anges inewInsuredItemsRelationshipsför den överordnade instansen. Sedan läggs de andra nya relationerna inewInsuredItemsRelationshipsför den överordnade instansen till iotherParties.Om
primaryPartyredan finns läggs dock den första nya relationen som specificeras inewInsuredItemsRelationshipsför den överordnade instansen samt alla andra nya relationer för den överordnade instansen till iotherParties.Denna JSON inkluderar fälten
taxesAndFees,taxAmount,feeAmount,totalTaxForTermDiff,ochtotalFeeForTermDiffi Policy JSON om målpolicyn har skatter och/eller avgifter.
Alla fjärralternativ som används i tjänsten InsProductService:getRatedProducts kan även användas med denna tjänst.
Indata
Indata |
Beskrivning |
|---|---|
|
Detaljerna för de uppdaterade försäkrade objekten eller försäkrade parter). |
|
Nya associationer mellan försäkrade objekt och andra objekt eller försäkrade parter, till exempel tillägg av en förare till en bil eller tillägg av smycken till ett hem. |
Fjärralternativ
Indata-JSON
Här är ett exempel på hur du specificerar modifiedItems och newInsuredItemsRelationships i indatakartan. modifiedItems ska innehålla en matris av instanser för varje produktkod med varje instans attributdata. newInsuredItemsRelationships ska innehålla en matris där varje element är en karta som specificerar relationen mellan en underordnad ( instanceKey) och dess överordnade (parentInstanceKey).
"modifiedItems": {
"DRIVER": [{
"LN": "Smith",
"GENDER": "Female",
"FN": "Joan",
"instanceKey": "Joan Smith",
"AGE": 20
},
{
"LN": "Smith",
"GENDER": "Male",
"FN": "John",
"instanceKey": "John Smith",
"AGE": 30
},
{
"LN": "Henderson",
"GENDER": "Male",
"FN": "Robert",
"instanceKey": "Robert Henderson",
"AGE": 30
},
{
"LN": "Schell",
"GENDER": "Female",
"FN": "Kinsey",
"instanceKey": "Kinsey Schell",
"AGE": 20
}
],
"AUTO": [{
"VehicleType": "PASSENGER CAR",
"BodyClass": "Sedan/Saloon",
"autoYear": 2017,
"autoModel": "LX350",
"autoLicNum": "Lexus",
"instanceKey": "2015 Lexus LX250"
},
{
"VehicleType": "MULTIPURPOSE PASSENGER VEHICLE (MPV)",
"BodyClass": "Minivan",
"autoYear": 2006,
"autoModel": "Odyssey",
"autoLicNum": "Honda",
"instanceKey": "2006 Honda Odyssey"
},
{
"VehicleType": "PASSENGER CAR",
"BodyClass": "Sedan/Saloon",
"autoYear": 2018,
"autoModel": "BMW",
"autoLicNum": "530",
"instanceKey": "2018 530 BMW"
},
{
"VehicleType": "PASSENGER CAR",
"BodyClass": "Sedan/Saloon",
"autoYear": 2016,
"autoModel": "Toyota",
"autoLicNum": "Camry",
"instanceKey": "2016 Camry Toyota"
}
]
},
"newInsuredItemsRelationships": [
{
"instanceKey": "Joan Smith",
"parentInstanceKey": "2015 Lexus LX250"
},
{
"instanceKey": "Robert Henderson",
"parentInstanceKey": "2018 530 BMW"
}
]JSON för utdata
Tjänsten returnerar en produkt-JSON med alla användarändringar och tillägg inkluderade. Det inkluderar även beräknade priceDiff och totalPremiumForTermDiff som återspeglar användarändringarna. Särskilt för skatter och avgifter returneras även fälten totalTaxForTermDiff och totalFeeForTermDiff. De visas endast vid beräkning av skatter och avgifter och representerar skillnaden mellan den proportionella skatten eller avgiften för målpolicyn och den proportionella skatten eller avgiften för den ändrade policyn (liknande fältet totalPremiumForTermDiff).
{
"totalSize" : 1,
"records" : [ {
"displaySequence" : -1,
"accountId" : "02i000000000000000",
"EffectiveEnd" : "2019-12-31T08:00:00.000+0000",
"EffectiveStart" : "2019-01-01T08:00:00.000+0000",
"Name" : "policy",
"policyNumber" : "4ec13580-2208-5109-095e-b39bdbaaeb56",
"Price" : 25.50,
"productId" : "01tRN000000LCquYAG",
"RecordTypeName__c" : "Product",
"term" : "Annual",
"TotalPremiumForTerm__c" : 25.50,
"totalSumInsured" : 19.25,
"key" : "value",
"feeAmount" : 10,
"taxAmount" : 10,
"nat_test__TotalFeeAmount__c" : 10,
"TotalFeeForTerm__c" : 10.00,
"nat_test__TotalTaxAmount__c" : 10,
"TotalTaxForTerm__c" : 10.00,
"hasAttributes" : false,
"productName" : "AutoRoot",
"ProductCode" : "AutoRoot",
"currencyCode" : "USD",
"currencySymbol" : "$",
"taxesAndFees" : [ {
"PriceListEntryName__c" : null,
"PriceListEntryId__c" : "02i000000000000002",
"isRefundable" : null,
"Id" : null,
"currencySymbol" : "$",
"currencyCode" : "USD",
"calculatedAmount" : 10,
"Amount__c" : 10,
"AdjustmentType__c" : "Tax"
}, {
"PriceListEntryName__c" : null,
"PriceListEntryId__c" : "02i000000000000003",
"isRefundable" : null,
"Id" : null,
"currencySymbol" : "$",
"currencyCode" : "USD",
"calculatedAmount" : 20,
"Amount__c" : 20,
"AdjustmentType__c" : "Fee"
} ],
"coverageCount" : 0,
"childProducts" : {
"totalSize" : 2,
"records" : [ {
"displaySequence" : -1,
"hasAttributes" : true,
"productName" : "Auto",
"ProductCode" : "Auto",
"nat_test__RecordTypeName__c" : "InsuredItemSpec",
"productId" : "01tRN000000LCqrYAG",
"Name" : "1998 Honda Civic",
"instanceKey" : "1998 Honda Civic",
"currencyCode" : "USD",
"currencySymbol" : "$",
"hasCoverages" : true,
"primaryParty" : {
"instanceKey" : "BobJones"
},
"otherParties" : [ {
"productCode" : "Driver",
"instanceKey" : "SarahJones",
"LastName" : "Jones",
"FirstName" : "Sarah"
} ],
"attributeCategories" : {
"totalSize" : 1,
"records" : [ {
"displaySequence" : 1,
"Code__c" : "Auto",
"Name" : "Auto",
"id" : "a0ZRN0000009TMm2AM",
"productAttributes" : {
"totalSize" : 3,
"records" : [ {
"code" : "Make",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pjYAA",
"label" : "Make",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Honda",
"isNotAssetizable" : false
}, {
"code" : "Model",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pkYAA",
"label" : "Model",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Civic",
"isNotAssetizable" : false
}, {
"code" : "ModelYear",
"dataType" : "number",
"inputType" : "number",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067plYAA",
"label" : "ModelYear",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : 1998,
"isNotAssetizable" : false
} ]
}
} ]
},
"childProducts" : {
"totalSize" : 2,
"records" : [ {
"displaySequence" : -1,
"hasAttributes" : true,
"productName" : "Driver",
"ProductCode" : "Driver",
"nat_test__RecordTypeName__c" : "InsuredPartySpec",
"productId" : "01tRN000000LCqsYAG",
"Name" : "BobJones",
"instanceKey" : "BobJones",
"currencyCode" : "USD",
"currencySymbol" : "$",
"hasCoverages" : true,
"isPrimaryChild" : true,
"attributeCategories" : {
"totalSize" : 1,
"records" : [ {
"displaySequence" : 2,
"Code__c" : "Driver",
"Name" : "Driver",
"id" : "a0ZRN0000009TMn2AM",
"productAttributes" : {
"totalSize" : 2,
"records" : [ {
"code" : "FirstName",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pmYAA",
"label" : "FirstName",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Bob",
"isNotAssetizable" : false
}, {
"code" : "LastName",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pnYAA",
"label" : "LastName",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Jones",
"isNotAssetizable" : false
} ]
}
} ]
}
}, {
"displaySequence" : -1,
"Id" : "01tRN000000LCqsYAG",
"Name" : "Driver",
"productId" : "01tRN000000LCqsYAG",
"productName" : "Driver",
"ProductCode" : "Driver",
"nat_test__RecordTypeName__c" : "InsuredPartySpec",
"instanceKey" : "SarahJones",
"attributeCategories" : {
"totalSize" : 0,
"records" : [ {
"displaySequence" : -1,
"Code__c" : "Driver",
"Name" : "Driver",
"id" : "a0ZRN0000009TMn2AM",
"productAttributes" : {
"totalSize" : 0,
"records" : [ {
"code" : "FirstName",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pmYAA",
"label" : "FirstName",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Sarah",
"isNotAssetizable" : false
}, {
"code" : "LastName",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pnYAA",
"label" : "LastName",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Jones",
"isNotAssetizable" : false
} ]
}
} ]
}
} ]
}
}, {
"displaySequence" : -1,
"hasAttributes" : true,
"productName" : "Auto",
"ProductCode" : "Auto",
"nat_test__RecordTypeName__c" : "InsuredItemSpec",
"productId" : "01tRN000000LCqrYAG",
"Name" : "1999 Toyota Camry",
"instanceKey" : "1999 Toyota Camry",
"currencyCode" : "USD",
"currencySymbol" : "$",
"hasCoverages" : true,
"primaryParty" : {
"instanceKey" : "MaryJones"
},
"otherParties" : [ {
"instanceKey" : "BobJones"
} ],
"attributeCategories" : {
"totalSize" : 1,
"records" : [ {
"displaySequence" : 1,
"Code__c" : "Auto",
"Name" : "Auto",
"id" : "a0ZRN0000009TMm2AM",
"productAttributes" : {
"totalSize" : 3,
"records" : [ {
"code" : "Make",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pjYAA",
"label" : "Make",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Toyota",
"isNotAssetizable" : false
}, {
"code" : "Model",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pkYAA",
"label" : "Model",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Camry",
"isNotAssetizable" : false
}, {
"code" : "ModelYear",
"dataType" : "number",
"inputType" : "number",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067plYAA",
"label" : "ModelYear",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : 1999,
"isNotAssetizable" : false
} ]
}
} ]
},
"childProducts" : {
"totalSize" : 0,
"records" : [ {
"displaySequence" : -1,
"hasAttributes" : true,
"productName" : "Driver",
"ProductCode" : "Driver",
"nat_test__RecordTypeName__c" : "InsuredPartySpec",
"productId" : "01tRN000000LCqsYAG",
"Name" : "BobJones",
"instanceKey" : "BobJones",
"currencyCode" : "USD",
"currencySymbol" : "$",
"hasCoverages" : true,
"isPrimaryChild" : false,
"attributeCategories" : {
"totalSize" : 1,
"records" : [ {
"displaySequence" : 2,
"Code__c" : "Driver",
"Name" : "Driver",
"id" : "a0ZRN0000009TMn2AM",
"productAttributes" : {
"totalSize" : 2,
"records" : [ {
"code" : "FirstName",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pmYAA",
"label" : "FirstName",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Bob",
"isNotAssetizable" : false
}, {
"code" : "LastName",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pnYAA",
"label" : "LastName",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Jones",
"isNotAssetizable" : false
} ]
}
} ]
}
}, {
"displaySequence" : -1,
"hasAttributes" : true,
"productName" : "Driver",
"ProductCode" : "Driver",
"nat_test__RecordTypeName__c" : "InsuredPartySpec",
"productId" : "01tRN000000LCqsYAG",
"Name" : "MaryJones",
"instanceKey" : "MaryJones",
"currencyCode" : "USD",
"currencySymbol" : "$",
"hasCoverages" : true,
"isPrimaryChild" : true,
"attributeCategories" : {
"totalSize" : 1,
"records" : [ {
"displaySequence" : 2,
"Code__c" : "Driver",
"Name" : "Driver",
"id" : "a0ZRN0000009TMn2AM",
"productAttributes" : {
"totalSize" : 2,
"records" : [ {
"code" : "FirstName",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pmYAA",
"label" : "FirstName",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Mary",
"isNotAssetizable" : false
}, {
"code" : "LastName",
"dataType" : "text",
"inputType" : "text",
"multiselect" : false,
"required" : false,
"readonly" : false,
"disabled" : false,
"filterable" : true,
"attributeId" : "a0aRN00000067pnYAA",
"label" : "LastName",
"displaySequence" : -1,
"hasRules" : false,
"hidden" : false,
"cloneable" : true,
"isNotTranslatable" : false,
"values" : [ {
"readonly" : false,
"disabled" : false
} ],
"userValues" : "Jones",
"isNotAssetizable" : false
} ]
}
} ]
}
} ]
}
} ]
}
} ]
}