Data prefill for quotes

You have the option to enable data prefill for each product. When you enable data prefill, the Sales Portal can run data reports and retrieve suggestions based on the information the consumer provides on the initial quote pages.

Data Prefill API flow

When data prefill in configured for a product, the portal completes the following additional API calls before the consumer finalizes the quote details.
  1. Submits the POST /applications​/systemId​/dataReportPrefillRequest API to request suggestions.
  2. Polls the GET ​/applications​/systemId​​/dataReportRequest​/{dataReportRequestId}​/status API to determine when the results are available.
  3. Once the results are available, the portal runs the GET ​/applications​/systemId​​/full API to reload the quote.

Configure data prefill for a product

If you want to enable a product to use the data prefill option, you need to complete some configuration on both the Consumer Sales Portal and the InsuranceNow core product files.
  1. Verify that your build-out is configured to run LexisNexis data prefill reports.
  2. For each product, add or verify that the DataReportOrder-Prefill rule is defined in the cw (country-wide) or state-specific product rule.xml file.

    For example:

    ...
<!-- Rules related to Consumer Portal -->
  <ProductRule id="id" RuleTypeCd="APIConsumerEmail-Reminder" Processor="java" RuleSource="com.iscs.uw.api.rule.ConsumerPortalQuoteReminderTask" />
  <ProductRule id="id" RuleTypeCd="DataReportOrder-Prefill" Processor="java" RuleSource="com.iscs.uw.api.rule.DataReportPrefillOrder">
    <Param Name="Quote-Report" Value="PQuotePropertyDataPrefill" />
    <Param Name="Application-Report" Value="PApplicationPropertyDataPrefill" />
    <Param Name="Maximum-Orders" Value="3" />
  </ProductRule>
</ProductRules>
  3. For each product, the presentation metadata file for the Sales Portal needs to include the data prefill configuration. For more information and to request this configuration, contact your Delivery Service representative.