Bookshelf v7.5: Create Life Policy Record

Create Life Policy Record sends a message to a life insurance policy administration systems to create a master record for a new life insurance policy.

There are two similar ASIs for the purpose of creating life policy record, but are used for different situation: Create Life Policy Record Request (LifePolicyAddRq) and Create Life Policy Record Response (LifePolicyAddRs). The hierarchical structure of Create Life Policy Response is the same as Create Life Policy Request. Figure 95 describes the structure of Create Life Policy Record for both LifePolicyAddRq and LifePolicyAddRs.

Table 227 lists the integration object and XML tag for Create Life Policy Record Request (LifePolicyAddRq) and Create Life Policy Record Response (LifePolicyAddRs).

Table 227. Create Life Policy Record Integration Object
XML Method for SOAP	Integration Object	XML Tag
LifePolicyRqQueryById LifePolicyRqQueryByExample	LifePolicyAddRq	ListOfLifepolicysaddrq
LifePolicyRsInsertOrUpdate	LifePolicyAddRs	ListOfLifepolicyaddrs

NOTE: Please see the Web Services Administration screen in the Siebel client for a detailed list of XML Methods for SOAP.

Table 228 lists the fields and their attributes. Both ASIs use the same fields and definitions. Use this table for both of these ASIs. The primary integration components lists its user key fields. User key fields for other integration components are listed in the field definition.

Table 228. Create Life Policy Record ASI Fields
Name	XML Tag	Data Type	Length	Notes
FINS Life Policy	FinsLifePolicy			Primary integration component. User key field: Policy Number.
Contract Value	ContractValue	DTYPE_TEXT	22
Effective Date	EffectiveDate	DTYPE_TEXT	7
Insured Amount	FaceAmount	DTYPE_TEXT	22
Line Of Business	LineOfBusiness	DTYPE_TEXT	30	Bound by INS_LINE_OF_ BUSINESS.
Maturity Date	MaturityDate	DTYPE_TEXT	7
Named Insured Full Name	NamedInsuredFullName	DTYPE_TEXT		Calculated.
Organization	Organization	DTYPE_TEXT	50
Policy Number	PolicyNumber	DTYPE_TEXT	100	User key field for Fins Life Policy.
Premium Class	PremiumClass	DTYPE_TEXT	50	Used for picking a related entity.
Product Type	Product	DTYPE_TEXT	100	Used for picking a related entity.
Rate State	RateState	DTYPE_TEXT	10	Bound by STATE_ABBREV LOV.
Settlement Option	SettlementOption	DTYPE_TEXT	30	Used for picking a related entity.
Sub Status	SubStatus	DTYPE_TEXT	30	Bound by INS_POLICY_SUB_STATUS.
Total Premium	TotalPremium	DTYPE_TEXT	22
FINS Benef Class	ParticipantBenefClass			Integration component. User key fields: Beneficiary Class Beneficiary Code
Beneficiary Class	BeneficiaryClass	DTYPE_TEXT	30	Used for picking a related entity. User key field for Fins Benefit Class.
Beneficiary Code	BeneficiaryCode	DTYPE_TEXT	30	Bound by FINS_INSRD_STA_LIFE_CD_MLOV. User key field for Fins Benefit Class.
FINS Holding	FinsHolding			Integration component. User key field: Security Name.
CUSIP	CUSIP	DTYPE_TEXT	100
Security Name	SecurityName	DTYPE_TEXT	100	Used for picking a related entity. User key field for Fins Holding.
Value of Shares	ValueofShares	DTYPE_TEXT	22
FINS Insurance Contact	FinsInsuranceContact			Integration component. User key field: First Name Last Name
Birth Place	BirthPlace	DTYPE_TEXT	50
First Name	FirstName	DTYPE_TEXT	50	User key field for Fins Insurance Contact.
Gender	Gender	DTYPE_TEXT	1	Bound by SEX_MF LOV.
Home Phone Number	HomePhoneNumber	DTYPE_TEXT	40
Last Name	LastName	DTYPE_TEXT	50	User key field for Fins Insurance Contact.
Marital Status	MaritalStatus	DTYPE_TEXT	30	Bound by MARITAL_STATUS.
Middle Name	MiddleName	DTYPE_TEXT	50	User key field for Fins Insurance Contact.
FINS Insurance Contact_Personal Address	FinsInsuranceContact_PersonalAddress			Integration component. User key field: Personal Postal Code Personal Street Address
Personal City	City	DTYPE_TEXT	50
Personal Country	Country	DTYPE_TEXT	50	Bound by COUNTRY LOV.
Personal Postal Code	PostalCode	DTYPE_TEXT	30	User key field for Fins Insurance Contact_Personal Address.
Personal State	State	DTYPE_TEXT	10	Bound by STATE_ABBREV LOV.
Personal Street Address	StreetAddress	DTYPE_TEXT	200	User key field for Fins Insurance Contact_Personal Address.
FINS Life Bene Class Coverage Role	FinsLifeBeneClassCoverageRole			Integration component. User key field: Coverage Role Number.
Beneficiary Class Id	BeneficiaryClass	DTYPE_ID	15	This read-only field is automatically populated by the Siebel application on insertion and cannot be updated.
Beneficiary Code	BeneficiaryCode	DTYPE_TEXT	30	Bound by FINS_INSRD_STA_LIFE_CD_MLOV.
Coverage Role Number	CoverageRoleNumber	DTYPE_TEXT	50	User key field for Fins Life Benefit Class Coverage Role.
Percentage	Percentage	DTYPE_NUMBER	22
Revocable	Revocable	DTYPE_TEXT	1
FINS Life Contacts Coverage Role	FinsLifeContactsCoverageRole			Integration component. User key field: Coverage Role Number.
Beneficiary Code	Type	DTYPE_TEXT	30	Bound by FINS_INSRD_STA_LIFE_CD_MLOV.
Coverage Role Number	CoverageRoleNumber	DTYPE_TEXT	50	User key field for Fins Life Contacts Coverage Role.
Percentage	Percentage	DTYPE_NUMBER	22
Revocable	Revocable	DTYPE_TEXT	1
FINS Life Coverage	CoverageComponents			Integration component. User key field: Coverage Role Number.
Begin Date	BeginDate	DTYPE_TEXT	7
Coverage Number	CoverageNumber	DTYPE_TEXT	50	User key field for Fins Life Coverage.
Coverage Name	CoverageName	DTYPE_TEXT	30	Used for picking a related entity.
Coverage Option Code	CoverageOptionCode	DTYPE_TEXT	30	Used for picking a related entity.
Coverage Type	CoverageType	DTYPE_TEXT	30
End Date	EndDate	DTYPE_TEXT	7
Insured Amount	InsuredAmount	DTYPE_TEXT	22
Insured First Name	InsuredFirstName	DTYPE_TEXT	50
Insured Last Name	InsuredLastName	DTYPE_TEXT	50	Used for picking a related entity.
FINS Life Coverage Shallow Copy	Coverage			Integration component. User key field: Coverage Number.
Coverage Category	Type	DTYPE_TEXT	50
Coverage Number	CoverageNumber	DTYPE_TEXT	50	User key field for Fins Life Coverage Shallow Copy.
Coverage Name	CoverageName	DTYPE_TEXT	30	Used for picking a related entity.
End Date	EndDate	DTYPE_TEXT	7
Insured Amount	InsuredAmount	DTYPE_TEXT	22
Type	Type	DTYPE_TEXT	30	Used for picking a related entity.
INS Pay Plan	InsPayPlan			Integration component. User key field: Method.
Account Name	AccountName	DTYPE_TEXT	100
Account Number	AccountNumber	DTYPE_TEXT	30
Amount	Amount	DTYPE_TEXT	22
Begin Date	BeginDate	DTYPE_DATETIME	7
Deduction Day	DeductionDay	DTYPE_TEXT	10
Due Date	DueDate	DTYPE_DATETIME	7
End Date	EndDate	DTYPE_DATETIME	7
Expiration Date	ExpirationDate	DTYPE_DATETIME	7
Fees	Fees	DTYPE_TEXT	22
Financial Institution Name	FinancialInstitutionName	DTYPE_TEXT	100
Id	Id	DTYPE_ID	30	This read-only field is automatically populated by the Siebel application on insertion and cannot be updated.
Method	Method	DTYPE_TEXT	30	Bound by FINS_PAY_METD_PQ_UMB_LIM_MLOV. User key field for INS Pay Plan.
Routing Number	RoutingNumber	DTYPE_TEXT	30
Selection	Selection	DTYPE_TEXT	50	Bound by INS_PAYMENT_SELECTION.