BillingCenter

Here are the Niseko release highlights for BillingCenter. For more details, see the BillingCenter section of the InsuranceSuite Release Notes.

Cloud API enhancements for BillingCenter

Enhance financial visibility with new APIs.

New endpoints

As of this release, the following endpoints have been added to Cloud API. If you are doing a core update, you might want to add these endpoints to the appropriate role.yaml files to provide authorization to users and services as needed.

Billing API

  • GET /accounts/{accountId}/invoice-streams/{invoiceStreamId}/invoices
  • POST /accounts/{accountId}/policies/{policyId}/policy-periods/{policyPeriodId}/policy-changes
  • DELETE /producers/{producerId}/ab-money-rcvds/{agencyBillMoneyRcvdId}
  • POST /producers/{producerId}/ab-money-rcvds/{agencyBillMoneyRcvdId}/execute
  • GET /producers/{producerId}/producer-codes/{producerCodeId}/policy-commissions/{policyCommissionId}/charge-commissions
  • GET /producers/{producerId}/producer-codes/{producerCodeId}/policy-commissions/{policyCommissionId}/charge-commissions/{chargeCommissionId}
  • GET /producers/{producerId}/producer-codes/{producerCodeId}/policy-commissions/{policyCommissionId}/charge-commissions/{chargeCommissionId}/item-commissions
  • GET /producers/{producerId}/producer-codes/{producerCodeId}/policy-commissions/{policyCommissionId}/charge-commissions/{chargeCommissionId}/item-commissions/{itemCommissionId}

Producer code authorization

BillingCenter Cloud API now supports authorization for external producer code users using the producer codes resource access strategy. This release allows external producer users to:
  • GET a variety of resources as defined by the strategy
  • POST, PATCH, and DELETE a limited set of resources

Additionally, endpoints for charge commissions and item commissions were introduced for this feature.

Improvements to managing agency bill payments and distributions

You can now create, execute, and delete saved agency bill payments using Cloud API.

You can also modify agency bill distributions when using the POST /billing/v1/producers/{producerId}/ab-money-rcvds/{agencyBillMoneyRcvdId}/modify endpoint.

Executing policy changes

You can now execute policy change transactions using Cloud API.

View invoices on an invoice stream

You can now retrieve all invoices on an invoice stream using Cloud API.