Activities

An activity is an action that means different things for the different InsuranceSuite applications:

  • ClaimCenter: It's a claim that a user must attend to or be aware of. Activities are ultimately assigned to a group and a user in that group. This user has the primary responsibility for closing the activity.
  • PolicyCenter: It's an action related to the processing of an account, job, or policy that a user must attend to or be aware of. Activities are ultimately assigned to a group and a user in that group. This user has the primary responsibility for closing the activity.
  • BillingCenter: It's 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 InsuranceSuite processes, and they are typically closed by users.

But, activities can be both created and closed by Cloud API calls. Additionally, Cloud API can be used to perform other actions with activities, such as assigning them, approving them, skipping them, and creating notes on them.

Note: You cannot use Cloud API calls to create activities in BillingCenter.

For a complete description of the functionality of activities in an InsuranceSuite application, see its respective application guide.

Activities exist in all core InsuranceSuite applications. To ensure that activities behave in a common way across all applications, some activity endpoints, such as the endpoints for querying for or assigning activities, are declared in the Common API. Their behavior can be unique to different InsuranceSuite appilcations when they involve other APIs, however. For example, activities can also belong to claims, which don't exist in all InsuranceSuite applications. This means that if you wanted to create an activity for a claim, that endpoint is declared in the Claim API. This topic always identifies the API where each endpoint is declared.

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.