Inputs (InsuranceProduct[] - Entities: Array of insurance products to update)

Name	Type	Description	Mandatory	Available from version

Name

Type

Description

Mandatory

Available from version

BrickId

Guid

This is the unique id of the product that should be updated.

True

2.02

InsuranceProductSupplierId

Guid

The BrickId of the supplier of the insurance product, this is a Legal Entity that can be fetched using GetPersons.

2.02

ResellerId

Guid

The BrickId of the re-seller for the insurance product, this is a Legal Entity that can be fetched using GetPersons.

2.02

BrokerId

Guid

The BrickId of the broker for the insurance product, this is a Legal Entity that can be fetched using GetPersons.

2.02

AdministratorId

Guid

The BrickId of the appointed administrator for the insurance product, this is a Legal Entity that can be fetched using GetPersons.

2.02

AccountManagerId

Guid

The BrickId of the appointed Account manager for the insurance product, this is a Legal Entity that can be fetched using GetPersons.

2.02

ClaimsAdjusterId

Guid

The BrickId of the appointed Claims adjuster for the insurance product, this is a Legal Entity that can be fetched using GetPersons.

2.02

InsuranceProductTypeKey

string

Key for the type connected to insurance product. Documentation from the Knowledgebase can be viewed here Create Insurance Programs

2.02

InsuranceCategoryKey

string

Key for the category connected to insurance product, this can be either "Individual" or "Group"

2.02

Key

string

Used to uniquely identify this product.

2.02

Name

string

Display name for product.

2.02

DescriptionString

string

Description of the insurance product.

2.02

ProductCode

string

Product code for the insurance product.

2.02

StatusKey

string

Status for the insurance product. The available statuses are as follows:

Value	Status	Description
1	StartUp	The product is currently being started.
2	Active	The product is active and open for insurance policy creation.
3	Discontinued	The product is discontinued and no new insurance policies can be created for the program.
4	Terminated	The product is terminated with no active associated insurance policies.

2.02

Country

string

Two letter country code (ISO 3166-1)

2.02

RuleOf12

decimal

2.02

RuleOf45

decimal

2.02

RuleOf78

decimal

2.02

CurrencyCode

string

Three digit currency code (ISO 4217)

2.02

InsuranceCommission

decimal

The percentage value offered in commission for resellers. 10% is entered like 0.1.

2.02

Retention

decimal

The retention percentage. 10% is entered like 0.1.

2.02

ProfitShare

double

Profit share for the insurance product. 10% is entered like 0.1.

2.02

TermsNo

string

Term number for insurance product. The number that the terms and conditions document has (often ”Year+X)

2.02

TermsUrl

string

URL to terms for insurance product.

2.02

ProductVersion

string

Product version of the insurance product.

2.02

StartDate

DateTime

Start date for the insurance product.

2.02

EndDate

DateTime

End date for the insurance product.

2.02

MaxTerm

string

The max term of the underlying loan e.g. a consumer loan with max 144 months

2.02

InsurableInterest

string

Interest amount in a given month expressed in currency value

2.02

GrossPrice

decimal

The price that the consumer pays

2.02

PremiumBasedOn

string

The variable that the price of the insurance is calculated on e.g. % of monthly installment or % of the outstanding balance etc.

2.02

NetPrice

decimal

GrossPrice – Commission

2.02

ChargeInterval

integer

The payment interval

2.02

SaleMethod

string

Also called Point of Sale (POS) and is e.g. DM, TM, inbound, shop etc.

2.02

ExternalReference

string

A string value that can identify the insurance product for an external system.

2.02

Parameters

string

This is a string with custom parameters separated by semicolons. For example if a car insurance policy is created and the brand of the car should be stored and the production year the contents of this property could be "brand: Ford;year: 2016".

2.02

Comment

string

2.02

DealTypeKey

string

This value should be either "Direct" or "ThirdPart"

2.02

PeriodOfNotice

string

Periods of notice for the insurance product.

2.02

RAFApprovedDate

DateTime

2.02

InsuranceTax

decimal

The percentage tax value, 10% should be written like 0.1.

2.02

Response rows (Array)

Name	Type	Description	Available from version

Name	Type	Description	Available from version
EntitiesArray	Array	All insurance products are returned along with each insurance product's BrickId and array of Errors per insurance product

Code examples

C# - Update insurance product

// Update an Insurance Product with the UpdateInsuranceProducts method
var client = new BFSServiceReference.bfsapiSoapClient();
 
var credentials = new BFSServiceReference.Credentials()
{
    UserName = bfsusername, //Username of administrative user in your instance of BFS
    Password = bfspassword, //Password of the administrative user in your instance of BFS
};
 
var response = client.UpdateInsuranceProducts(new BFSServiceReference.UpdateInsuranceProductsRequest()
{
    Credentials = credentials,
 
    identify = bfsidentifier, //Identifier is a unique token for your instance of BFS
 
    Fields = new UpdateInsuranceProductFields()
    {
        BrickId = true,
        ChargeInterval = true
    },
 
    Entities = new[]
    {
      new UpdateInsuranceProduct()
      {
          BrickId = new Guid("15b1f034-c9b9-4747-a03a-5bb06edd0ad1"), // Should be the ID of an existing insurance product
          ChargeInterval = 360,
      },
    },
 
 
});
 
foreach (var c in response.Entities)
{
    Console.WriteLine(c.BrickId + ", " + response.Message);
}

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