Activities

An activity is an action related to the processing of an account, policy, or producer that a user must attend to or be aware of. Activities can be assigned to a group and a user in that group. In this case, this user has the primary responsibility for closing the activity. Activities can also be shared across members of a group.

Activities are typically created by users or by automatic BillingCenter processes, and they are typically closed by users. But, activities can be both created and closed by Cloud API calls.

For a complete description of the functionality of activities in BillingCenter, see the Application Guide.

Note: The Common API contains endpoints for retrieving, modifying, and deleting activities. However, as of this release, there are no endpoints for creating activities. Thus, the activities endpoints in the Common API have limited value. The Common API has been included in BillingCenter primarily in anticipation of some future release that may support the ability to create activities for accounts, policies, or producers.
Note: ContactManager for Cloud API includes the Common API and its endpoints for working with activities. However, in the base configuration of the ContactManager application, there is no user interface or business rule support for activities. The activities endpoints have been included in Cloud API for ContactManager primarily for the sake of consistency, and also to support any insurer who wishes to configure ContactManager so that it can work with activities.