Documents
- ClaimCenter: A document is a file (such as a PDF, Word document, or digital photograph) which contains information relevant to a claim. Typically, a document is an electronic file, though some insurers may also maintain documents as physical files. Examples of documents could include reports filed by law enforcement agencies, assessments of damage from home inspectors, or correspondences with the insured.
- PolicyCenter: A document is an electronic file (such as a PDF, Word document, or digital photograph) which contains information relevant to an account, job, or policy. Examples of documents could include photographs of covered jewelry, assessments from property inspectors, or correspondences with the insured. (Note that documents do not contain contractual parts of the policy. The policy contract is specified in PolicyCenter forms, not PolicyCenter documents.)
- BillingCenter: A document is an electronic file (such as a PDF, Word document, or digital photograph) which contains information relevant to an account, policy, or producer. (Note that documents are not used for invoices. Invoice information is generated by BillingCenter. But the assembly of invoice information into a printed or electronic invoice is handled by a downstream system.)
For a complete description of the functionality of documents in an InsuranceSuite application, see its respective application documentation.
Documents exist in all core InsuranceSuite applications. To ensure that documents behave in a common way across all applications, some document endpoints, such as the endpoints for querying for document metadata or contents, are declared in the Common API. However, because documents can also belong to unique parent objects that don't exist in all InsuranceSuite applications, this means that there are other document endpoints declared in other API. For example, the endpoint for creating a document for a claim is declared in the Claim API. This topic always identifies the API where each endpoint is declared.