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Configuring quote integration with Pega Underwriting for Insurance

If your quote generation system is Pega Underwriting for Insurance, you can configure your application to retrieve quote details from that application. Pega Underwriting for Insurance hosts a quote REST service that you can use to configure an integration to that application, and Pega Sales Automation for Insurance has a corresponding REST connection.

If your quote generation system is not Pega Underwriting for Insurance, configure quote integration as described in Configuring a quote integration.

To configure Pega Sales Automation for Insurance to retrieve quote data from the Pega Underwriting for Insurance REST integration service, see Pega Sales Automation for Insurance and Pega Underwriting for Insurance integration.

Updating dynamic system settings for quotes

To manage quote integrations in your implementation, update the PegaInsCRM QuoteIntSource dynamic system setting. This setting specifies whether you manually enter internal quote data or retrieve internal quote data by using an integration.

  1. In the header of Dev Studio, search for and select the PegaInsCRM QuoteIntSource dynamic system setting.

  2. Enter one of the following values in the Value field:

    • To retrieve internal quote data by using an integration, enter true.
    • To enter internal quote data manually, enter false.
  3. Click Save.

Updating decision rules to activate Pega Underwriting for Insurance quote integration

To retrieve quote details from Pega Underwriting for Insurance, update decision rules as described in the following procedure.

  1. In the header of Dev Studio, search for and select the IsPUIServiceActive When rule, with the Applies to class of PegaInsCRM-Work-.

    The IsPUIServiceActive decision rule is used in the D_GetQuoteDetails data page to identify the Pega Underwriting for Insurance REST integration for a quote source.
  2. In the Param.LineOfBusiness settings, specify the active lines of business that are supported by Pega Underwriting for Insurance.

  3. In the header of Dev Studio, search for and select the IsSourceIntegrated When rule, with the Applies to class of PegaInsCRM-Work-SFA-Quote.

    The IsSourceIntegrated decision rule is used in the GetQuoteDetails data transform.
  4. Ensure that SourceSystem is set to the Pega Underwriting for Insurance system name. The system name is set to PUI by default.

Updating the system setting rule for Pega Underwriting for Insurance quote integration

To support an integration with Pega Underwriting for Insurance for internal quotes, configure the PUISourceSystemURI system setting rule to identify the source URLs for each production level of your Pega Sales Automation for Insurance environment.

  1. In the header of Dev Studio, search for and select PUISourceSystemURI system setting.

  2. Copy the rule into the client integration ruleset.

  3. On the Settings tab of the System Settings form, enter the following information for each production level of your environment:

    1. In the Value field, enter the URL for the Pega Underwriting for Insurance source system.

    2. In the Description field, enter a description for the URL.

  4. To save the system setting rule into your implementation layer, click Save as.

    For information on saving rules, see Copying a rule or data instance.

Updating the data transform and data page for Pega Underwriting for Insurance quote integration

To retrieve quote data from Pega Underwriting for Insurance, review and update the GetQuoteDetails data transform and the D_GetQuoteDetails data page.

For information on saving, checking out, and checking in rules, see Copying a rule or data instance and Rules in Pega Platform applications.

  1. Log in to Dev Studio as an operator with administrator privileges.

  2. In the header of Dev Studio, search for and select the GetQuoteDetails data transform rule.

  3. To save the data transform rule into your implementation layer, click Save as.

  4. Check out the data transform rule.

  5. Update the Param.URL setting to the value specified in the system setting rule that you created during the "Creating the system setting rule for quote integration" procedure.

    This data transform passes the URL and other parameters to the D_GetQuoteDetails data page to retrieve the policy details from Pega Underwriting for Insurance.
  6. Check in the data transform rule.

  7. In the header of Dev Studio, search for and select the D_GetQuoteDetails data page rule.

  8. To save the data page rule into your implementation layer, click Save as.

  9. Review the data page rule.

    The D_GetQuoteDetails data page uses the IsPUIServiceActive decision rule to implement the Pega Underwriting for Insurance service; otherwise simulated data is presented. Update the data page to behave as necessary for your customer application.
  10. Check in the data page rule.

Mapping insurance product types for quote integration

To ensure that policy details for your customers and prospects align with the product details in your quote generation system, map the products in your quote generation system to the products that you have set up in Pega Sales Automation for Insurance.

Before you map products for quote integration, set up the products in Pega Sales Automation for Insurance. For more information, see Setting up products.

  1. In the header of Dev Studio, search for and select the D_ProductByProductName data page.

    This data page uses the PegaCRM-Data-Product rule to determine the Product ID based on the product name.
  2. Complete the steps in Setting up products.

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