Policy Feeds

SmartOffice can receive carrier inforce and pending policy feeds in ACORD XML format.

Implementing a Feed (Carriers)

Carriers who want to implement a feed for SmartOffice users can use reference materials in this section to determine the fields that SmartOffice uses.

Note for Canadian carriers: SmartOffice supports pending case and inforce policy feeds implemented using the Canadian CITS XML standard. Please refer to the Technical Resources section of the CLIEDIS Resource Centre for CITS implementation guides and samples.

Inforce Policy Feeds

The implementation guide for inforce policy feeds is available here:

ACORD_XML_(Inforce)_Ebix_Implementation_Guide1.xls

A sample XML inforce file is available here:

Sample-Inforce.xml

Pending Policy Feeds

The implementation guide for pending policy feeds is available here:

ACORD_XML_(Pending)_Ebix_Implementation_Guide2.xls

A sample XML pending file is available here:

Sample-Pending.xml

Retrieving Feed Data Directly (Agencies)

Carriers send feed data to a DataXchange Online (DXO) mailbox maintained by Ebix. SmartOffice includes a mechanism to retrieve this data for its agency customers, but an agency can also retrieve its data from the DXO mailbox directly.

Any client application capable of sending HTTPS requests (e.g., a web browser) can connect to a DXO mailbox and retrieve the data with valid authentication.

The mailbox URL varies depending on the type of data you are trying to retrieve: When accessing any of these URLs, you will be prompted to enter the user name (i.e., the mailbox ID) and mailbox password. If you do not have this information, please contact Ebix.

To retrieve mailbox data using an HTML form, use the GET method and specify an attribute-value pair named Authorization with a value of mailbox-id:password.

Example HTML:
<html>
    <head>
        <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"/>
        <title>Ebix Inc.</title>
        <script>            
            function postData(){            
                window.moveTo(0,0);
                window.resizeTo(screen.availWidth, screen.availHeight);
                document.forms[0].submit();
                }
        </script>
    </head>
    <body onLoad="postData();">
        <div>Processing ...</div>
        <form method="GET" action="https://dataxchange.ez-data.com/B2BExchange/Mailbox/XMLPendingCase">
            <input type="hidden" name="Authorization" value="mailbox-id:password"/>              
        </form>   
    </body>
</html>

Note: If there are multiples files in the mailbox, the resulting stream will be a concatenation of the file contents.
Topic attachments
I Attachment Action Size Date Who Comment
ACORD_XML_(Inforce)_Ebix_Implementation_Guide1.xlsxls ACORD_XML_(Inforce)_Ebix_Implementation_Guide1.xls manage 774.0 K 13 May 2016 - 00:27 DinosLambropoulos ACORD XML (Inforce) Implementation Guide
ACORD_XML_(Pending)_Ebix_Implementation_Guide2.xlsxls ACORD_XML_(Pending)_Ebix_Implementation_Guide2.xls manage 826.0 K 13 May 2016 - 00:29 DinosLambropoulos ACORD XML (Pending) Implementation Guide
Sample-Inforce.xmlxml Sample-Inforce.xml manage 9.4 K 13 May 2016 - 16:27 DinosLambropoulos  
Sample-Pending.xmlxml Sample-Pending.xml manage 13.3 K 27 May 2016 - 21:27 DinosLambropoulos  
Topic revision: 22 Oct 2020, DinosLambropoulos
 

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