Get Agent Summary

Request/Response & Json Schema

Overview

This interface returns the demographic information of an Agent. The details returned include the addresses Home, Mailing and Seasonal if one is present on the profile, Email address and Phone number which can be Home, Mobile or Other.

Following products are in scope for this operation.

• Deferred Annuity

• Immediate Annuity

• Term Life Insurance

• Universal Life

• Whole Life Insurance

Technical Requirements

TR ID# Technical Requirements
TR1 ACORDv2.36 shall be used to communicate.
TR2 ACORD Tx 204 “Party Inquiry transaction tc=204” should be used for receiving detailed Party information.
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 sucessful transaction a return code of 200 is returned.

Business Requirements

BR ID# Business Requirements
BR1 Agent Summary returns the Address, Email Address, Phone information present on Agent profile
BR2 Address can be for Home, Mailing address only.
BR3 Phone number can be Home, Mobile or Other.

Impact on ALIP system (applicable for add/update operations)

N/A

Assumptions

The Agent data must be valid within the ALIP system and must be of the type individual/company.

Dependencies

The required data for the agent must be present within the ALIP system.

Request Data Elements

Request Parameters Description Mandatory Allowed values
Agent ID A number which uniquely identifies an Agent within ALIP. Y

Success/Error Handling

Success Success Scenario Description Message Code Message Description Message Type Additional Comments
#1 The get Agent summary call was successful with details being returned in the output 1 Success Informational TXLife/TXLifeResponse/TransResult/ResultCode/@tc =1

#2 The get Agent Summarytransaction for contract interface could not find any matching record in ALIP. 5 Internal Error Informational TXLife/TXLifeResponse/TransResult/ResultCode/@tc =5