Integration with Pega Underwriting for Insurance
Pega Sales Automation for Insurance provides an interface into Pega Underwriting for Insurance to create new submission cases.
Pega Sales Automation for Insurance and Pega Underwriting for Insurancehave been designed to communicate by using Federated Case Management. One feature of Federated Case Management provides an Internet Application Composer (IAC) interface that allows one application to work directly with the second application.
Pega Underwriting for Insurance has enhanced the following lines of business flows to provide limited access for Federated Case Management operators:
- Commercial - Auto
- Commercial - General Liability
- Commercial - Property
- Commercial - Workers Compensation
- Personal - Auto
- Personal - Umbrella
The following sections detail the required steps for the Pega Sales Automation for Insurance to Pega Underwriting for Insurance integration:
- Configuring Federated Case Management in Pega Sales Automation for Insurance
- Configuring Pega Underwriting for Insurance
- Customer data setup
- Integration services setup
- Web mashup channel setup
Configuring Federated Case Management
Configure Federated Case Management to support the Pega Sales Automation for Insurance to Pega Underwriting for Insurance integration.
- Ensure that Data-Admin-RemoteSystem instances are present
for your organization’s lines of business.
- In the navigation pane of Dev Studio, click .
- Create or update the following instances with the values that correspond to your environment.
- PUIPersonalLines
- Select Connect using mashup
- System URL – Enter the path, for example: http://{host}:{port}/prweb/IAC
- Application Name – Specify the PUI implementation layer application name for personal lines, for example: PegaInsurancePAPLVerify
- PUICommercialLines
- Select Connect using mashup
- System URL value – Enter the path, for example: http://{host}:{port}/prweb/IAC
- Application Name – Specify the PUI implementation layer application name for commercial lines, for example: PegaInsurePACLVerify
- Create or update the IP address for the Pega Underwriting for Insurance application
in your Pega Sales Automation for Insurance application rule.
- In the navigation pane of Dev Studio, click , and then select the appropriate implementation application instance for your organization.
- Click the Integration & security tab.
- In the Mashup security section, update the
following fields:
- Trusted origin – Enter the path, for example: http://{localhost}:port
- Note – Enter a text description of the target application, for example: UW Remote App
- Ensure that the operators requiring access to Pega Underwriting for Insurance
to initiate submissions from Pega Sales Automation for Insurance also exists in the
Pega Underwriting for Insurance application. Ensure that these operators also
have valid access permissions for processing submissions for the appropriate
lines of business in Pega Underwriting for Insurance.
Configuring Pega Underwriting for Insurance
Configure Pega Underwriting for Insurance to integrate with Pega Sales Automation for Insurance..
- Create or update the IP address for your Pega Sales Automation for Insurance
application in your application rule.
- In the navigation pane of Dev Studio, click , and then click the Pega Underwriting for Insurance application.
- Click the Integration & security tab. In the
Mashup security section, update the following
fields:
- Trusted origin – Enter the path, for example: http://{host}:{port}
- Note – Enter a description of the master application, for example: SAI App
- Ensure that the IAC URL pattern servlet mapping is present in
web.xml
. Update the IAC authentication service API to allow direct authentication for IAC.The authentication activity of IACAuthentication service exists in the Pega-RULES and PBISampleData rulesets.- For Pega internal implementations, use the PBISampleData version.
- For customer implementations, create a new version of the activity.
- In Dev Studio, open the IACAuthentication activity.
- On the Security tab, select the Allow
direct invocation from the client or a service check
box.
- Review the BROWSER requestor type.
- In the navigation pane of Dev Studio, click .
- Click the row that corresponds to the Pega Underwriting for Insurance
application system name BROWSER requestor type.Pega Underwriting for Insurance is usually deployed with a system name of "PUI". For an internal deployment, the appropriate requestor type is "PUI - BROWSER".
- Ensure that the access group specified in the Access Group Name field,
which is usually PRPC:Unauthenticated, has access
to the IACAuthentication activity changed in Step 2.To obtain the system name, in Admin Studio, click Nodes running, click the node name, and then refer to the System name field.
- Ensure that the operator that is used to initiate a remote case from the Pega Sales Automation for Insurance application also exists in the Pega Underwriting for Insurance application. In addition, ensure that this operator has valid access permissions for processing submissions for the appropriate lines of business in Pega Underwriting for Insurance.
- Ensure that the search index is complete and active.
- In the header of Dev Studio, click .
- Review the status of All data default index is available.
Customer data setup
Set up the customer data to ensure that contact data syncs among the Pega Sales Automation for Insurance, Pega Underwriting for Insurance, and Pega Customer Service for Insurance applications.
Customer sample data is maintained in Pega Foundation for Insurance for both the Pega Customer Service for Insurance and Pega Underwriting for Insurance applications. Pega Underwriting for Insurance is usually deployed independently of Pega Customer Service for Insurance.
Both Pega Underwriting for Insurance and Pega Customer Service for Insurance maintain the Pega Foundation for Insurance data structures, and have similar but separate sample data instances. When deployed, sample data for Pega Underwriting for Insurance and Pega Customer Service for Insurance should remain in sync. This is accomplished by redirecting the Pega Underwriting for Insurance CustomerData schema to the CustomerData schema in the Pega Customer Service for Insurance database.
Configuring CustomerData database rule
Sample data for Pega Customer Relationship Management for Insurance and Pega Underwriting for Insurance is initially identical because both applications deploy common Pega Foundation for Insurance sample data objects. Configuring the CustomerData schema to use a common database eliminates the need to manually synchronize the customer sample data that is used by Pega Customer Service for Insurance and Pega Underwriting for Insurance when Pega Sales Automation for Insurance is also using the same data.
To delete the existing CustomerData database rule and create a CustomerData record for Pega Underwriting for Insurance, complete the following steps:
- In the navigation pane of Dev Studio, click .
- Click the CustomerData record and then click Delete.
- Create a database record to direct the CustomerData schema to the Pega Sales Automation for Insurance or Pega Customer Service for Insurance instance.
Update the database record fields with the following text:
- Database: CustomerData
- Short Description: CustomerData
- Click Create and open.
- On the Database tab, in the JDBC
definition section, update the JBDC URL
field by using the following path structure:jdbc:postgresql://<ip-address>:<port>/<dbname>?currentSchema=<customer SOR schema name>jdbc:postgresql://<ipaddress>:5432/pega?currentSchema=pegadata
- In the Authentication section, enter the username and password for the database schema owner.
Updating PUICustomerSystem dynamic system setting
If the Pega Underwriting for Insurance CustomerData schema is pointing to a Pega Customer Service for Insurance instance, update the PUICustomerSystem dynamic system setting in Pega Sales Automation for Insurance. The PUICustomerSystem dynamic system setting holds the Pega Underwriting for Insurance customer system designation.
- In the navigation pane of Dev Studio, click .
- Click PUICustomerSystem.
- On the Settings tab, ensure that the entry in the Value field is CS.
Integration services setup
Set up the integration services in Pega Sales Automation for Insurance.
Perform the following procedures:
- Configuring quote integration
- Configuring policy integration
- Configuring quote action integration
- Configuring business event notifications
Configuring quote integration
Quote integration utilizes an inquiry service that is hosted by Pega Underwriting for Insurance to provide submission and quote status and details.
- Review the QuoteIntSource dynamic system setting.
- In the navigation pane of Dev Studio, click .
- Click and open QuoteIntSource.
- On the Settings tab, ensure that the Value field is set to true.
- If the source system of the quote is a Pega Underwriting for Insurance
application, set endpoint URLs.
- In the navigation pane of Dev Studio, click .
- Click and open QuoteSourceSystemURI.
- Update the Value field for the appropriate level
to the Pega Underwriting for Insurance service endpoint.http://{host}:{port}/prweb/PRRestService/PUI_API/0740/Cases/{LineOfBusiness}/Get
Configuring policy integration
The Pega Underwriting for Insurance application is used as a simulation for a Policy Administration system.
- Review the PolicyIntSource dynamic system setting.
- In the navigation pane of Dev Studio, click .
- Click and open PolicyIntSource.
- On the Settings tab, ensure that the Value field is set to true.
- If the source system of the quote is a Pega Underwriting for Insurance
application, set the PUISourceSystemURI endpoint URL for all active production
levels.
- In the navigation pane of Dev Studio, click .
- Click and open PUISourceSystemURI.
- Update the Value field for the appropriate level to the Pega
Underwriting for Insurance service endpoint.http://localhost:port/prweb/PRSOAPServlet/SOAP/GetPolicyDetailsByID/Services
Configuring quote action integration
An operator can take action (Accept, Reject, Renegotiate and Withdraw) on Pega Underwriting for Insurance integrated quote from Pega Sales Automation for Insurance application.
- In Pega Sales Automation for Insurance, if the source system of the quote is a
Pega Underwriting for Insurance application, set the
PUIQUOTEACTIONWSURL endpoint URL for all active
production levels.
- In the navigation pane of Dev Studio, click .
- Click and open PUIQUOTEACTIONWSURL.
- Update the Value field for the appropriate level
to the Pega Underwriting for Insurance service endpoint.http://<host>:<port>/prweb/PRRestService/CustomerDecisionforProposal/v1/HandleCustomerApproval
- In Pega Underwriter for Insurance, review the
CustomerDecisionforProposal service package.
- In the navigation pane of Dev Studio, click .
- Click and open CustomerDecisionforProposal.
- Ensure that the record has the appropriate access group for your Pega Underwriter for Insurance implementation application.
- Optional: Operator can take action on those quotes from Pega Sales Automation for Insurance application, which is initiated from Pega Sales Automation for Insurance application via Federated Case Management. If you want to change this behavior to take action on all quote then change the IsExternalCase when rule to return true always.
Configuring business event notifications
The business events service is hosted by Pega Sales Automation for Insurance. The service receives business events from any application that is configured to connect to the application.
- Review the BusinessEventNotifications service package.
- In the navigation pane of Dev Studio, click .
- Click and open BusinessEventNotifications.
- Ensure that the record has the appropriate access group for your Sales Automation for Insurance implementation application.
- If the source system is Pega Underwriting for Insurance, ensure that policies
and quotes automatically update.
- In Admin Studio, click Queue processors.
- Ensure that ProcessPolicyEvents and ProcessUWEvents are listed and running.
- If the queue processors in step 2 are not listed in Admin Studio, it means that
the System Runtime Context does not have queue processors application listed in
Applications.
- In the header of Dev Studio, click .
- Click the Add application.
- Add the application that has ProcessPolicyEvents and ProcessUWEvents queue processor defined.
- Configure quote action in Pega Underwriter for Insurance. To do this, ensure
that the NotifyBusinessEventURL application setting has the
appropriate endpoint URL that specifies the Pega Sales Automation for Insurance
instance.
- In the navigation pane of Dev Studio, click .
- Click and open NotifyBusinessEventURL.
- Update the Value field for the appropriate level
to the Pega Sales Automation for Insurance service endpoint.https://<host>:<port>/prweb/PRRestService/{BusinessEventNotifications}/v1/BusinessEventNotificationListener
- Ensure that the NotifyBusinessEvent toggle switch is
on.
- In the header of Dev Studio, click .
- Check whether the status of the toggle is set to On. If not, click the pencil icon to edit the status, and then click Enable toggle for all.
Web mashup channel setup
To load the Pega Web Mashup gadget in a secure way, you generate a channel ID and pass it to the request for validation.
The following sections describe how to set up web mashup channel in Pega Underwriter for Insurance and pass this channel id in request from Pega Sales Automation for Insurance application to Pega Underwrite for Insurance to make this as genuine request.
- Configuring channel to create new case
- Configuring channel for open case
Configuring channel to create new case
- Click .
- In the New Web mashup interface, compelte the following fields:
- Name: Enter name, for example, Create Commercial GL Submission
- Action: Select Create a new case
- Case type: Select the case type that you want to create, for example, Start Commercial GL submission
- Allow passing dynamic parameters: Switch toggle button to true
- Click on Generate mashup code button.
- Copy the data-pega-channelID value from Mashup code and keep it for later use in Sales Automation for Insurance.
- Click Save.
Configuring channel for open case
- Click .
- In New Web mashup interface, fill the fields below:
- Name: Enter name, for example, Open Commercial GL Submission
- Action: Select Open a case by handle
- Param key: Provide a unique property of the case, for example, pzInsKey
- Case type: Select the case type that you want to create, for example, Start Commercial GL submission
- Allow passing dynamic parameters: Switch toggle button to true
- Click the Generate mashup code button.
- Copy the data-pega-channelID value from Mashup code and keep it for later use in Pega Sales Automation for Insurance.
- Click Save.
- In Pega Sales Automation for Insurance, pass the channel id in request to Pega
Underwriter for Insurance:
- Search for and open the pySetFCMMashupChannelMeta data transform present in Work- class.
- Click Save as and then select Apply to as client class, for example: PegaInsCRM-Work-Submission-Commercial.
- Click Create and open.
- Set pyChannelIDCreateNewWork property value to the data-pega-channelID value copied in the "Configuring channel to create a new case" procedure.
- Set pyChannelIDOpenWorkByHandle property value to the data-pega-channelID value copied in step 4.
- Complete Web mashup channel setup for all products that you want to integrate with Pega Underwriter for Insurance.
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