Using one of the 存 connectivity options (dedicated, 互联网, 存门户), participating distributors can send
并通过存接收更改. 有很多种方法
transaction can be submitted for processing to 存 (web service,
主机批处理或通过存).
The 与事务 functionality routes transactions between
distributors and insurance carriers using XML or batch mainframe technologies to
request and receive requests to support numerous post
问题的事务.
The 与事务 are comprised of the following key post-issue
transactions, via XML real time messaging capabilities:
- Arrangements is a one-time change to
a service feature on an insurance 合同. 安排可以
consist of the following programs such as Systematic
Withdrawals, Dollar Cost Averaging, Automatic Payments, Asset
分配等.
- 死亡通知书提供
insurance carrier with a notification that a death has occurred
to one or more parties to the in force/active policy or 合同.
- 金融取款 is a one-time
full or partial redemption of funds from an insurance 合同.
- Fund Transfer is a direct exchange or
on-time reallocation of the underlying funds within a variable
保险资产. 这 request includes modifications to the
service features affected by the exchange.
- Policy Administration provides a defined
set of changes to an in force/active policy or 合同. 这
message supports both party and communication changes.
- 值查询用于返回
various policy values for a specific in force/active policy or
合同. The 价值观的调查 transaction begins the
金融取款, 基金转移, and Arrangements
交易信息.
- Policy Administrative Inquiry is used to
obtain the policy information needed specifically to perform
basic policy administration activities. 此消息允许
distributor or vendor platform to gather necessary information
about an in force/active policy to determine the administrative
允许的更改. 政策行政查询
transaction begins a Policy Administration transaction message.
In addition, there are two mainframe, batch formats to support the following transactions:
- Change of representative of record facilitates a change of agent information, 在分销公司内部, 在单一合同或保险单上.
- Broker Identification Number transaction delivers instructions to network or link a policy within a brokerage account.