Getting policyholder address information

Service Portal retrieves policyholder mailing and billing addresses from policies and billing accounts using API calls.

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:
  1. 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
  2. To get the mailing address, extract the mailing address from the insured:partyinfo:addresses section of the response from GET /policies?customerID=customerId.
  3. If the response from GET /policies?customerID=customerId does not include a statementAccountRef, extract the insured's billing address from the insured:partyinfo:addresses[@addrTypeCd='InsuredBillingAddr'] section of the response.
  4. If the response from GET /policies?customerID=customerId includes a statementAccountRef, complete the following steps to get the billing address for the statement account:
    1. Call the following API to get a list of billing accounts:
      GET /billingAccounts?customerId=customerId
    2. Note the system ID of the billing account that matches the statementAccountRef.
    3. Call the following API with the system ID of the billing account that matches the statementAccountRef:
      GET /billingAccounts/systemId/full
    4. Extract the billing address from the insured:partyinfo:addresses[@addrTypeCd='InsuredBillingAddr'] section of the response.