Quotation

Change Offers

The base layers of IOS and IPM provide integrated support for change offers across lines of business.

A change offer can only be created for policy versions that were created by an editing with an intermediary that matches the intermediaries of the user in IOS. On submit, the intermediary will be used as the policy editing’s intermediary.

Technical Details

Change offers are handled within the existing IPolicyManagementFacade interface.

When submitting an Offer, the system identifies whether it’s a regular new business offer or a change offer and processes it accordingly:

  • Regular offers are handled by the standard issuing process.

  • Change offers (modifications to existing policies) are delegated to a dedicated service for policy endorsement (EndorsePolicyService).

Usage

Application developers use the standard IPolicyManagementFacade method:

PolicyReference submit(Offer offer, MessageList messages);

This method transparently handles both initial policy issuance and change offers. No additional handling from the caller is required, as the differentiation is performed based on the fact that the offer already has an existing policy as a basis.

Internally, change offers are handled through the EndorsePolicyService. This service creates a new policy version within IPM. For more information see: EndorsePolicyService.

Mapping

The mapping behavior for change offers can be customized by implementing the ChangePolicyRequestDtoMapper interface. When different requirements for several line-of-businesses exist, utilize the CompositeChangePolicyRequestDtoMapper to create LOB-specific implementations. For more details on creating custom mappings, refer to: IPM DTO Mapping.