Bookshelf v7.5: Life Policy Interface

The Life Policy Interface ASI defines a common integration point to access Siebel data for Life Policies. It can be used to request and retrieve life policy rates, and also update external systems with a Siebel policy record.

It is similar in structure to the Create Life Policy Request ASI, but has a more general purpose and some additional fields.

Figure 99 describes the Life Policy Interface ASI structure and Table 236 lists the field definitions.

Table 235. Life Policy Interface ASI Integration Object
XML Service for SOAP	Integration Object	XML Tag
Not Applicable	Life Policy Interface	ListOfLifePolicyInterface

Table 236. Life Policy Interface ASI Fields
Name	XML Tag	Data Type	Length	Notes
FINS Benef Class
Beneficiary Class	BeneficiaryClass	DTYPE_TEXT	30
Beneficiary Code	BeneficiaryCode	DTYPE_TEXT	30	B
Id	Id			I
FINS Holding
CUSIP	CUSIP	DTYPE_TEXT	100
Id	Id			I
Policy Holding Name	PolicyHoldingName	DTYPE_TEXT	100
Security Name	SecurityName	DTYPE_TEXT	100
Value of Shares	ValueofShares	DTYPE_TEXT
FINS Insurance Contact
Birth Place	BirthPlace	DTYPE_TEXT	50
DOB	DOB	DTYPE_DATETIME
First Name	FirstName	DTYPE_TEXT	50
Gender	Gender	DTYPE_TEXT	1
Home Phone Number	HomePhoneNumber	DTYPE_TEXT
Id	Id			I
Last Name	LastName	DTYPE_TEXT	50
Marital Status	MaritalStatus	DTYPE_TEXT	30	B
Middle Name	MiddleName	DTYPE_TEXT	50
Relation to Insured	RelationtoInsured	DTYPE_TEXT	30	B
FINS Insurance Contact_Personal Address
Personal City	City	DTYPE_TEXT	50
Personal Country	Country	DTYPE_TEXT	50
Personal Postal Code	PostalCode	DTYPE_TEXT	30
Personal State	State	DTYPE_TEXT	10
Personal Street Address	StreetAddress	DTYPE_TEXT	200
FINS Life Bene Class Coverage Role
Beneficiary Class Id	BeneficiaryClass	DTYPE_ID
Beneficiary Code	BeneficiaryCode	DTYPE_TEXT	30	B
Coverage Role Number	CoverageRoleNumber	DTYPE_TEXT	50
Id	Id			I
Percentage	Percentage	DTYPE_NUMBER
Revocable	Revocable	DTYPE_TEXT
FINS Life Contacts Coverage Role
Beneficiary Code	Type	DTYPE_TEXT	30	B
Contact Id	ContactId	DTYPE_ID		P
Coverage Role Number	CoverageRoleNumber	DTYPE_TEXT	50
Id	Id			I
Percentage	Percentage	DTYPE_NUMBER
Revocable	Revocable	DTYPE_TEXT
FINS Life Coverages
Begin Date	BeginDate	DTYPE_TEXT
Coverage Category	CoverageCategory	DTYPE_TEXT	50	B
Coverage Name	CoverageName	DTYPE_TEXT	30
Coverage Number	CoverageNumber	DTYPE_TEXT	50
Coverage Option Code	CoverageOptionCode	DTYPE_TEXT	30	B
Coverage Type	CoverageType	DTYPE_TEXT	30	B
End Date	EndDate	DTYPE_TEXT
Id	Id			I
Insured Amount	InsuredAmount	DTYPE_TEXT
Insured First Name	InsuredFirstName	DTYPE_TEXT	50
Insured Last Name	InsuredLastName	DTYPE_TEXT	50
FINS Life Coverages Shallow Copy
Begin Date	BeginDate	DTYPE_TEXT
Coverage Category	Type	DTYPE_TEXT	50
Coverage Name	CoverageName	DTYPE_TEXT	30
Coverage Number	CoverageNumber	DTYPE_TEXT	50
Coverage Option Code	Option	DTYPE_TEXT	30	B
Coverage Type	CoverageType	DTYPE_TEXT	30	B
Discount	Discount	DTYPE_TEXT
End Date	EndDate	DTYPE_TEXT
Id	Id			I
Insured Amount	InsuredAmount	DTYPE_TEXT
Insured First Name	InsuredFirstName	DTYPE_TEXT	50
Insured Last Name	InsuredLastName	DTYPE_TEXT	50
Premium	Premium	DTYPE_TEXT
FINS Life Policy
Contract Value	ContractValue	DTYPE_TEXT
Effective Date	EffectiveDate	DTYPE_TEXT
Id	Id			I
Insured Amount	FaceAmount	DTYPE_TEXT
Line Of Business	LineOfBusiness	DTYPE_TEXT	30	B
Maturity Date	MaturityDate	DTYPE_TEXT
Named Insured Full Name	NamedInsuredFullName	DTYPE_TEXT
Organization	Organization	DTYPE_TEXT	50
Policy Number	PolicyNumber	DTYPE_TEXT	100
Premium Class	PremiumClass	DTYPE_TEXT	50	B
Product Type	Product	DTYPE_TEXT	100
Rate State	RateState	DTYPE_TEXT	10
Settlement Option	SettlementOption	DTYPE_TEXT	30	B
Status	Status	DTYPE_TEXT	30	B
Sub Status	SubStatus	DTYPE_TEXT	30	B
Total Premium	TotalPremium	DTYPE_TEXT
Type	Type	DTYPE_TEXT	30	B
INS Pay Plan
Account Name	AccountName	DTYPE_TEXT	100
Account Number	AccountNumber	DTYPE_TEXT	30
Amount	Amount	DTYPE_TEXT
Begin Date	BeginDate	DTYPE_DATETIME
Deduction Day	DeductionDay	DTYPE_TEXT	10
Due Date	DueDate	DTYPE_DATETIME
End Date	EndDate	DTYPE_DATETIME
Expiration Date	ExpirationDate	DTYPE_DATETIME
Fees	Fees	DTYPE_TEXT
Financial Institution Name	FinancialInstitutionName	DTYPE_TEXT	100
Id	Id			I
Method	Method	DTYPE_TEXT	30	B
Routing Number	RoutingNumber	DTYPE_TEXT	30
Selection	Selection	DTYPE_TEXT	50
INS Personal Address
Address Name	AddressName	DTYPE_TEXT	100
Bill Account Id	BillAccountId	DTYPE_ID
City	City	DTYPE_TEXT	50
Comment	Comment	DTYPE_TEXT	255
Country	Country	DTYPE_TEXT	50
County	County	DTYPE_TEXT	50
Created	Created
Id	Id			I
Mail Type Code	MailTypeCode	DTYPE_TEXT	30
Person Id	PersonId	DTYPE_ID		P
Postal Code	PostalCode	DTYPE_TEXT	30
State	State	DTYPE_TEXT	10
Street Address	StreetAddress	DTYPE_TEXT	200