Creating underwriting issues
To create an underwriting issue, use the following endpoint:
- POST
/job/v1/jobs/{jobId}/uw-issues
Minimum creation criteria
Issue types
At a minimum, an underwriting issue must specify:
- The issue type (specified by the issue type's code)
Through Cloud API, you can create only underwriting issues whose issue type has a
checking set value of Manual
. If you attempt to create an
underwriting issue using other issue types (such as the
QuestionBlockingQuote
issue type), you will get an error
message similar to the one below:
There are two ways you can retrieve a list of existing issue types and their codes: through Cloud API and through PolicyCenter.
Retrieving issue type codes from Cloud API
From Cloud API, you can use the following endpoint from the Product Definition API:
- GET
/productdefinition/v1/reference-data/uw-issue-types
The following is a snippet of the output when executing this endpoint from the base
configuration. It includes the response for two issue types:
UWManagerReviewBlocksQuoteRelease
and
TSTManualMonetaryAmount
.
Retrieving issue type codes from PolicyCenter
You can also retrieve issue type codes directly from PolicyCenter by exporting metadata about the existing underwriting issues. To do this:
- In PolicyCenter, navigate to the Utilities screen on the Administration tab. (You must be logged in as a user who has permission to export admin data.)
- In the Export Administrative Data column, select Underwriting Issue Types.
- Click Export.
PolicyCenter generates an XML file with metadata about the underwriting issue types.
The code for each issue type is defined in the <code>
tag. The
following is a snippet of the output when exporting this data from the base
configuration. It includes the XML for two issue types:
UWManagerReviewBlocksQuoteRelease
and
TSTManualMonetaryAmount
:
Underwriting issues with conditions
Some underwriter issue types specify a condition, which consists of a comparator and a value. For example, an underwriting issue could specify that the value of the coverable must be less than or equal to $1000. For these underwriting issues, the value to be used for the comparison must be specified. The property used to specify this value depends on the value's datatype.
- Decimal and integer values are specified using the
decimalValue
andintegerValue
scalars - Monetary values are specified using the
moneyValue
object, with acurrency
andamount
value - Geographic state values are specified using the
stateSetValue
object, with:- An
inclusionType
value set toinclusive
- A
states
array with exactly one typecode from theState
typelist
- An
Minimum creation criteria syntax
The following summarizes the syntax for required values. Properties that are required depending on the issue type are in italics.
Examples of creating an underwriting issue
The following code creates an underwriting issue for job pc:707. The underwriting issue
blocks quoting until the job has been reviewed by an underwriting manager (underwriting
issue type UWManagerReviewBlocksQuoteRelease
).
The following code creates a test underwriting issue for job pc:707 that specifies a
monetary condition (underwriting issue type TSManualMonetaryAmount
).
The monetary amount used in the condition is $1000 USD.