Get policyholder address information
Service portals retrieve policyholder address information in multiple scenarios. For example, the portal displays the current mailing address for a policyholder when a policyholder submits a request to change their existing address.
To retrieve the mailing and billing address of a policyholder, a service portal can
complete the following steps:
- List the policies for the policyholder.To get a list of policies created for the policyholder after a certain date, call the following API:
GET /policies?customerId=customerId&createdSinceDt=date
- To get the mailing address, extract the mailing address from the
insured:partyinfo:addresses
section of the response fromGET /policies?customerID=customerId
. - If the response from
GET /policies?customerID=customerId
does not include astatementAccountRef
, extract the insured's billing address from theinsured:partyinfo:addresses[@addrTypeCd='InsuredBillingAddr']
section of the response. - If the response from
GET /policies?customerID=customerId
includes astatementAccountRef
, complete the following steps to get the billing address for the statement account:- Call the following API to get a list of billing
accounts:
GET /billingAccounts?customerId=customerId
- Note the system ID of the billing account that matches the
statementAccountRef
. - Call the following API with the system ID of the billing account that
matches the
statementAccountRef
:GET /billingAccounts/systemId/full
- Extract the billing address from the
insured:partyinfo:addresses[@addrTypeCd='InsuredBillingAddr']
section of the response.
- Call the following API to get a list of billing
accounts: