List policy and policy details
A Consumer Service Portal (Service Portal) can list policies and policy details for a given policyholder.
- Display list of policies with policy name
- To display a list of policies with the policy name, call the following APIs:
- To get a list of policies created after a certain date, call the following API:
policyref (systemId)
value for the current policy.
The
results include information about the latest term of each policy. When the latest
term has a future effective date, the results include information about the future
policy and a - To display policy information about the current policy, call the following API:
- To determine the product name to display for each policy, call the following API: For example, you can include the product name Homeowners or Premier Personal Auto as part of the policy description.
- To get a list of policies created after a certain date, call the following API:
- Display details of a policy
- To display the details of a policy, call the following API:
- List policy documents
- To list policy documents, call the following API:
- Provide a download link to a policy document
- To provide a link that allows the policyholder to download a policy document, use the
following
API:Note: You can determine the
documentId
values from the API response of theGET /policies/systemId/insuredDocuments
.For example, the documentID is
OutputItem-1417739612-1987242998
the API response: