PolicyCenter

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

Splittable entities

A splittable entity refers to a data model object such as a risk, exposure, or coverable that can be divided into multiple segments or "splits" based on changes in policy terms, such as effective dates, locations, or other relevant criteria. Splitting allows you to manage, rate, and apply rules to each segment independently, reflecting changes in risk or policy structure over time.

Bulk export and bulk import of large schedules

Bulk export and bulk import of large schedules are supported for APD-managed products with the following limitations:

  • Subtypes: Abstract subtypes are excluded because APD products do not support subtypes.
  • Unsupported Field Types: Fields of type Date-Time, Involved Party, and Other are not supported.
  • PolicyLocation Fields: For risk fields of type Location, flow.xml generates field names from PolicyLocation as hardcoded values (AddressLine1, City, State, and so on) under config/resources/exportimport. If you have customized field names for PolicyLocation, you must adjust the mappings manually in flow.xml.

New Autopilot templates for PolicyCenter

The following new Autopilot templates are available:
  • Non-Payment Autopilot Template for Policy Cancellation: This template simplifies the non-payment process and fully automates the non-payment cancellation workflow across PolicyCenter and BillingCenter. It eliminates manual handoffs, which reduces errors, and it ensures regulatory compliance with timely notices, policy updates, and reinstatements.
  • Personal Auto Submissions Autopilot Template: This template lets you fully automate the submission process for Personal Auto lines in PolicyCenter. You can create or search for the account; create and quote the submission; and then issue the policy. This template minimizes handoffs to improve response times and increase agent and customer satisfaction.

Cloud API for PolicyCenter (version 1.14.0)

The Cloud API updates for PolicyCenter help users effectively manage policy data, optimize storage, and ensure regulatory compliance. The new endpoints allow users to delete older policy terms, reverse previous transactions, and handle various contact roles with greater ease and flexibility.

New endpoints

The following endpoints have been added to Cloud API.

Account API

  • GET /accounts/{accountId}/job-groups
  • GET /accounts/{accountId}/job-groups/{jobGroupId}

Admin API

  • GET /agency-bill-plan-summaries/{agencyBillPlanSummaryId}
  • GET /commission-plan-summaries/{commissionPlanSummaryId}

Job API

  • POST /jobs/{jobId}/convert-to-full-app

Product Definition API

  • POST /sync-products

Seasonal coverages date range endpoints

The Policy API now includes endpoints that you can use to manage date ranges for seasonal coverages on coverables.

Ability to filter quote graphs

You can now use the Policy API to apply filters on the quote_graph. This feature allows you to exclude data that is not relevant to quoting. For policies with large amounts of data, such as commercial auto policies, a smaller request payload improves your quote execution time.

Improvements to the entity-schema endpoints

The entity-schema endpoints now have the following additional features:
  • API requests accept the packageID query parameter.
  • API requests that include the If-None-Match request header are faster in cases where the ETag matches the request header.
  • API responses include the following endpoint links under x-gw-actions:
    • account/v1/producer-code/producer-codes
    • admin/v1/agency-bill-plan-summaries/{agencyBillPlanSummaryId}
    • admin/v1/commission-plan-summaries/{commissionPlanSummaryId}
    • admin/v1/geographic-zones/{geographicZoneId}