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IIEX & APIs: What You Need to Know

By Lauren Richard | 3 minute read | 4月il 19, 2021

存的 保险 Information Exchange (IIEX) service from 保险 & 退休服务(一)&RS) is now widely available in full production for all clients after the successful pilot late last year.

The IIEX service provides clients with a secure, flexible data hub for the sourcing and consumption of insurance policy data. 使用iex,我&RS clients can generate on-demand analyses and intelligence to promote data-driven decision making and compliance, all while leveraging industry data standards. 作为一个附加功能, IIEX provides clients with the option of ultimate flexibility through APIs, 这就允许我&RS clients to access insurance policy data within their own technology systems.

目前, IIEX has three APIs – 获取策略列表, 获取策略详细信息, and Get Policy 保险 Code List – all of which are available in the 存 API市场. The APIs provide clients with the flexibility to view aggregated data in one place and efficiently make critical business decisions.

“The IIEX APIs are only the beginning of the spectrum of IIEX’s capabilities,Jeanann Smith说, Director of Senior Product Management, 保险 & 退休服务. “The team is constantly innovating to build out IIEX based on feedback from our users, with the next release potentially as soon as Q4 2021 – less than a year after launch.”

Learn More vns6060威尼斯城官网 the IIEX APIs

获取策略列表

IIEX clients can use the 获取策略列表 API to search for new and existing policies, to easily access on-demand, customized policy data based on a set of criteria. An ‘ad hoc’ combination can be requested using 获取策略列表 API criteria such as: Carrier Number & 名称、经销商编号 & 名称,策略CUSIP & vnsr威尼斯城官网登入名称, 美国国税局资格代码, Distributor Account Number, 联营公司编号, 保单号码, 政策的地位, vnsr威尼斯城官网登入类型, 政策问题状态, vnsr威尼斯城官网登入共享类别, 保单所有者ID & Name, Primary Producer’s ID & Name, 存 Carrier Number & Name, Reported Policy 价值 etc. Once the criteria are sent to 获取策略列表 API, the API will return a matching result set.

获取策略详细信息

In addition to getting high-level policy information, IIEX’s 获取策略详细信息 API gives clients on-demand access to customized data from a large selection of policy details. IIEX clients can customize and run queries on new and existing 存 policies, giving clients the flexibility to request detailed information based on their exact needs.

The 获取策略详细信息 API allows clients to request a singular set of data elements based on categories. Upon requesting the 获取策略详细信息 API for a single policy number, the IIEX client will need to request one or more of the following 获取策略详细信息 data categories: Summary, 价值, 基金, 生产商, 日期, 事件, 聚会,派对, Features and/or Annuitization.

IIEX clients can use the 获取策略详细信息 API to view critical data elements (CDEs) and determine which elements are missing from a policy. The personally identifiable information (PII) data within IIEX APIs result output has the ability to be masked, increasing security and reducing risk for clients.

Get Policy 保险 Code List

The IIEX Get 保险 Code List API provides clients with a list of all Codes and Descriptions along with the POV Item Number based on the POV File Layout Format at 存.

客户端s interested in implementing IIEX APIs can 创建帐户 on the 存 API市场 or contact their relationship managers to learn more about IIEX’s APIs.

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