SOLAR Microservice Catalog

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SOLARTIS INSUREMicroservice CatalogSolartis Insure is a collection of policy life cycle services thatare built from the ground up on microservice technology. Youcan use all of our microservices or just the ones you need foryour insurance products and users. Our microservices can alsobe extended to other technology platforms. This allows you tohave one set of microservices that can be used in your consumerportals, your carrier or agency underwriting platforms as well asin your distribution partners’ tech systems.With Solartis, you are not not locked into our screens andbusiness flow. Our microservices are completely decoupledfrom the user interface, This allows you or Solartis to createyour own branded User Interface, look and feel and businessflow. And Solartis microservices can be used on any device; acomputer, smart phone, iPad, chatbot or app.

Microservices by CategoryExplore our microservices catalog and build a new kind of policy administration system.Here are the major Solartis Insure Microservices types.Click on a category to find specified microserves tailored to that type.1. RatingSTATELESS ANDSTATEFUL SUPPORT3. Transaction STATEFULSUPPORTRating Microservices are used to Rate/Calculate the insurancepremium, and to provide a list of forms to include in thepolicy document. Rating microservices can be configured atthe coverage level, location, or at the policy level.Transaction Microservices are granular policy lifecycle tasksto save and retrieve data based on the LOB/Product-specificschema. These microservices are auto-generated based onthe Product Structure that is defined in the Solartis PMT.Our ISO-based Rating Microservices are auto-generatedand are specific to geography/jurisdiction and selectedcoverages.Example transaction modules are: Submission,Quote, Policy, Endorsement, Cancel, Reinstate,Renewal, AutoID/COI, etc.Rating Microservices are invoked whenever the policypremium needs to be calculated or recalculated. Thisincludes: quick quote or quote indication, proposal time,endorsement time, cancellation, reinstatement, and renewal.Example data repositories are: Submission,Insured, Quote, Policy, COI2. Document Generation STATELESSSUPPORT4. WorkflowDocument Generation Microservices merges one or moreinsurance form templates with policy data to generate asingle insurance document (PDF). Insurance form templatescan be static PDFs or dynamic forms in XSL or DocX format.Our document generation microservices can be configuredto generate various types of insurance documents, including:Rate Indication, Application, Rating Worksheet, Proposal,Binder, Invoice, Policy, Payment Receipt, Endorsement,AutoID, COI, Renewal, etc.Workflow Microservices are high-level, orchestratedPolicy Lifecycle actions that execute high-level businessfunctionality. These microservices are customer LOB/productspecific and configured during the initial onboarding of theinsurance product.Solartis Insure:Microservice CatalogSTATEFULSUPPORTExamples include: Create Submission, Register Submission,Create Quote, Offer Quote, Bind Policy, Issue Policy, Pay& Issue, Create Endorsement Quote, Issue Endorsement,Cancel, Reinstate, Create Renewal Quote, etc.Contact Solartis Today!Schedule your free consultation2

Microservices by Category Continued5. UtilitySTATELESS ANDSTATEFUL SUPPORT7. MetadataExamples of Microservices: Validation, Underwriting rules,Authentication, Authorization, Integration, etc.STATELESSSUPPORTMetadata Microservices provide valid UI/UX question lists,attribute lists, dropdown values based on selected product,geographies, coverages, and answers to prior questions in aUI/UX. These are useful microservices in generating the UI/UX dynamically instead of building it statically in a hardcodedmanner.Example Metadata Microservices are: Get All Domain/Lookup Table, GetDependant Attributes, Get DependentAttributes Values, Get Domain/Lookup Table Values, GetApplication Metadata, etc6. Product ManagementSTATELESSSUPPORTAND8. Custom STATELESSSTATEFUL SUPPORTProduct Management Microservices provide ways to accessand change customer insurance products configured in thePMT without using the PMT UI/UX. Using these microservices,insurance products can be created, managed, and maintainedfrom an external system without accessing the PMT.Workflow Microservices are high-level, orchestratedPolicy Lifecycle actions that execute high-level businessfunctionality. These microservices are customer LOB/productspecific and configured during the initial onboarding of theinsurance product.Example Product Management Microservices are: CreateProduct, Create Product Version, Get Available Product, GetGeographies, Get Coverages, Get Lookup data, Get Rate Tabledata, Get Forms List, Get Optional Forms List, etc.Examples include: Create Submission, Register Submission,Create Quote, Offer Quote, Bind Policy, Issue Policy, Pay& Issue, Create Endorsement Quote, Issue Endorsement,Cancel, Reinstate, Create Renewal Quote, etc.Solartis Insure:Microservice CatalogContact Solartis Today!Schedule your free consultation3

Example Workflow MicroservicesVia an API call, Solartis customers invoke a Solartis orchestrated microservice which subsequentlyfires off sub microservices to perform a specific policy administration activity / function. Here are a fewexamples of our orchestrated microservices and the underlying sub microservices they invoke.#OrchestratedMicroserviceExecution OrderSub MicroservicesSub Microservice Type1Create Quote ionDocument Generation4OfferQuoteTransaction5Document GenerationDocument ctionDocument y2RatingRating3FormSelectionDocument teTransaction7Document GenerationDocument n3Document GenerationDocument is Insure:Microservice CatalogContact Solartis Today!Schedule your free consultation4

List of MicroservicesSolartis Insure is the only full policy administration system built from the ground up on microservices.Here is a representative list of our microservices, their type, and purpose.#Microservice TypeMicroserviceNameStateful lAccepts account information and creates account, returnsaccount reference.2TransactionSaveAccountStatefulAccepts account information and updates account detail.3TransactionGetAccountStatefulAccepts account reference and returns account ts Insured information and create Insured. ReturnsInsured reference number.5TransactionSaveInsuredStatefulAccepts Insured information and updates Insured detail.6TransactionGetInsuredStatefulAccepts Insured reference and returns insured information.7TransactionAdd ClasscodeStatefulAccepts class code information and saves it.8TransactionCreate LocationStatefulAccepts location information and creates location, returnslocation number.9TransactionGet AgencyListStatefulAccepts Agency number/code and returns Agency information.10TransactionGet AgentListStatefulAccepts Agent number/code and returns Agent cepts Submission information and creates submissionTransaction. Returns Submission pts submission information and registers submission.Returns submission number.13TransactionSaveSubmissionStatefulAccepts submission information and updates submission detail.14TransactionCopySubmissionStatefulAccepts Submission number and create a new version of thesubmission Transaction, returns submission number15TransactionGetSubmissionStatefulAccepts Submission number and returns StatefulAccepts Submission number and lapses submission. Returnssubmission ts Submission number and declines SubmissionTransaction. Returns Submission Status.18TransactionCreateQuoteStatefulAccepts quote information, creates quote and returns QuoteNumber.Solartis Insure:Microservice CatalogContact Solartis Today!Schedule your free consultation5

List of Microservices Continued#Microservice TypeMicroserviceNameStateful orStatelessPurpose19TransactionGet Schedule ofFormsStatefulAccepts product information and returns list of ts form information and adds it to the object s quote information and updates quote detail.22TransactionCopyQuoteStatefulAccepts Quote number and creates a new version of the QuoteTransaction, returns Quote number23TransactionGetQuoteStatefulAccepts Quote number and return quote information.24TransactionOfferQuoteStatefulAccepts quote number and offers Quote. Returns quote status.25TransactionReferQuoteStatefulAccepts quote number and Refers Quote. Returns quote status.26TransactionLapseQuoteStatefulAccepts quote number and lapses Quote. Returns quote status.27TransactionDeclineQuoteStatefulAccepts Quote number and declines Quote Transaction. Returnsquote status.28TransactionBindQuoteStatefulAccepts Quote number and change the status of the quote.29TransactionIssuePolicyStatefulAccepts Policy number and returns policy status.30TransactionGetPolicyStatefulAccepts Policy number and return policy Accepts Policy number and endorsement information andcreates an endorsement quote, returns endorsement ccepts endorsement quote number, issues endorsement andupdates Policy ts Policy number and cancel Information (Flat, Pro-rata)and marks the policy for cancellation. Returns Cancel cepts cancel reference and cancels the policy. Returns ccepts Cancelled Policy number and reinstate the fulAccepts cancelled policy number and reinstates the Policy.37TransactionCreateRenewalStatefulAccepts expiring policy number and creates renewal quote.Returns Renew quote number38TransactionBindRenewalStatefulAccepts Renewal Quote number, change the status of the quote.Solartis Insure:Microservice CatalogContact Solartis Today!Schedule your free consultation6

List of Microservices Continued#Microservice TypeMicroserviceNameStateful orStatelessPurpose39ProductManagementGet Product ListStatefulAccepts risk infirmation and returns eligible insurance products40ProductManagementGet Classcode ListStatefulAccepts product information and returns class codeinformation.41ProductManagementGet Coverage listStatefulAccepts product information and returns eligible coverages42ProductManagementGet Lookup dataStatefulTo get the Domain data for a particular lessBring the list of all optional forms available for the productbased on applicable, effective date44RatingRatingStatelessExecute srating and returns premium, rates and factors45RatingSelect FormsStatelessSelects forms based on rules and identifies the forms to beadded in the elessGeneratezs final PDF document (Proposal, Binder, Policy,Certificate, Endorsements, etc.)47UtilitiesValidationStatelessExecutes Mandatory, eligibility and referral rules and returnsvalidation results48UtilitiesExecute RulesStatelessExecutes Mandatory, eligibility and referral rules and returnsrule results49CustomCreateCancelStatefulSendx the payment information to the payment gateway andcompletes the lessSendx locatoin information and gets Risk attribute details &Coverage A value51IntegrationInvokeSpatialStatelessSendsx location information and gets Distance To lessSends insured information and gets Insurance Score53IntegrationTigerCQ IntegrationStatelessSends Location information and gets Wind es Premium for a given risk for multiplecarriersSolartis has taken policy administration architecture to a new level.We encourage you to contact us so we can demonstrate our full capabilities to you.Solartis Insure:Microservice CatalogContact Solartis Today!Schedule your free consultation7

Document Generation Microservices merges one or more insurance form templates with policy data to generate a single insurance document (PDF). Insurance form templates can be static PDFs or dynamic forms in XSL or DocX format. Our document generation microservices can be configured to