There are two implementations of Get Contract Summary
| GetContractSummary v1.0 |
| GetContractSummary v1.1 |
This interface retrieves contract summary information like Policy details, Product details, Application details, Payment details, Account Number, Payment Due Date, Coverage details, Requirement details, Investment and Banking details, Party details, Loan details and the Relationship details specified by the Contract Number,for all the contracts available in ALIP.
The Party details contain the basic information, address information and contact details. The Payment details contain the payment mode, payment amount etc. The Policy Details contains the policy value, surrender value, status, important dates related to the Policy etc. Annuity, Traditional and Non-Traditional blocks are returned for Annuity, Traditional and Non-Traditional Products respectively.
The following products are in scope:
Deferred Annuity
Immediate Annuity
Term Life Insurance
Universal Life
Whole Life Insurance
| TR ID# | Technical Requirements |
| TR1 | ACORDv2.36 shall be used to communicate. |
| TR2 | ACORD Tx 203 “Holding Inquiry Transaction tc=203” is being used for getting the contract summary. |
| TR3 | Interface must always return an error code and desc in the event of a processing failure in addition to HTTP response code. |
| TR4 | For a success, the response will provide the details for the provided contract number |
| BR ID# | Business Requirements |
| BR1 | Get Contract Summary should provide the details for a given contract. Details include:Policy DetailsInvestment DetailsRole InformationLoan InformationPolicy Level Banking InformationRider InformationStream |
| BR2 | The contract needs to be present in ALIP for the data to be returned. |
Same as section 3.1.4
N/A
N/A
N/A
This interface does not fetch contract details for below contract status:
. Disability
. Extended Free Look
. Group Policy
. Issued
| Request Parameters | Description | Mandatory | Allowed values |
| Contract Number | A number which uniquely identifies a contract number within ALIP. | Y |
| Success | Success Scenario Description | Message Code | Message Description | Message Type | Additional Comments |
| #1 | The Get Contract summarycall was successful with details being returned in the output | 1 | Success | Informational | TXLife/TXLifeResponse/TransResult/ResultCode/@tc =1 |
| Error | Error Scenario Description | Message Code | Message Description | Message Type | Additional Comments |
| #1 | The Get Contract summary call was not successful due to a technical error or contract not found. | 5 | Internal Error | Informational | TXLife/TXLifeResponse/TransResult/ResultCode/@tc =5 |
This interface retrieves contract summary information like Policy details, Product details, Application details, Payment details, Account Number, Payment Due Date, Coverage details, Requirement details, Investment and Banking details, Party details, Loan details and the Relationship details specified by the Contract Number or Application Number, for all the contracts available in ALIP.
The Party details contain the basic information, address information and contact details. The Payment details contain the payment mode, payment amount etc. The Policy Details contains the policy value, surrender value, status, important dates related to the Policy etc. Annuity, Traditional and Non-Traditional blocks are returned for Annuity, Traditional and Non-Traditional Products respectively.
The following products are in scope:
Deferred Annuity
Immediate Annuity
Term Life Insurance
Universal Life
Whole Life Insurance
For Annuity Products it would also fetch below mentioned details -
Stream Information
Requirement Information
Transaction Information
Withholding Information
Amendment Information
| TR ID# | Technical Requirements |
| TR1 | ACORDv2.36 shall be used to communicate. |
| TR2 | ACORD Tx 203 “Holding Inquiry Transaction tc=203” is being used for getting the contract summary. |
| TR3 | Interface must always return an error code and desc in the event of a processing failure in addition to HTTP response code. |
| TR4 | For a success, the response will provide the details for the provided contract number |
| BR ID# | Business Requirements |
| BR1 | Get Contract Summary should provide the details for a given contract. Details include:Policy DetailsApplication DetailsInvestment DetailsRole InformationLoan InformationPolicy Level Banking InformationRider InformationAdditional Data elements for Variable products are as follows : Stream InformationRequirement InformationTransaction InformationWithholding InformationAmendment InformationAlong with above details Quotes details on Active contract would be displayed when Inquiry Level Tag is 2 or else if Inquiry Level Tag 1 or by default it would always display above details. |
| BR2 | The contract needs to be present in ALIP for the data to be returned. |
| BR3 | The application number needs to be present in ALIP for the data to be returned. |
| BR4 | Contract Number is of status Pending Issue, Period or Pending Awaiting Funds then only Application Details for Contract is displayed |
Same as section 3.1.4
N/A
N/A
N/A
| Request Parameters | Description | Mandatory | Allowed values |
| Contract Number | A number which uniquely identifies a contract number within ALIP. | Conditional Mandatory | String |
| Application Number | A number which uniquely identifies the application within ALIP | Conditional Mandatory | Integer |
| Success | Success Scenario Description | Message Code | Message Description | Message Type | Additional Comments |
| #1 | The Get Contract summary call was successful with details being returned in the output | 1 | Success | Informational | TXLife/TXLifeResponse/TransResult/ResultCode/@tc =1 |
| Error | Error Scenario Description | Message Code | Message Description | Message Type | Additional Comments |
| #1 | The Get Contract summary call was not successful due to a technical error or contract not found. | 5 | Internal Error | Informational | TXLife/TXLifeResponse/TransResult/ResultCode/@tc =5 |