E-Signature This integration type defines a document that will be generated by the system and then submitted to a digital signature service. The user digitally signs the document, which is then attached to the transaction. Compliance Scan This integration type collects data from the transaction and submits the data to be compared to one or more international watch lists of restricted people and places. If any part of the data matches a restriction in a list, equaling or exceeding a specified threshold, the integration returns that the transaction is not compliant. Endpoint Code Enter the Endpoint Code for the external system. This is provided by your Oceanwide Representative. This field will not be displayed if it is not necessary for the selected integration type. Action Select the type of action to initiate the integration configuration. This may be a direct action by the user, or an indirect action resulting from other activities. The configuration conditions are evaluated to determine if the integration is performed, and how it will be handled. Bind The configuration will activate when the user attempts to bind a transaction with the Bind, Confirm Cancellation, or Confirm Reinstatement actions. Calculate Quote The configuration will activate when the system performs a calculation. This can be activated by the user, triggered by navigating through a workflow, or automated processes such as the optional quote calculation after automatic renewal. Mark as Lost The configuration will activate when a is marked as lost, either by manual action on the part of the user, or the timed expiry of the quote. Request The configuration will activate when the user clicks the Request Quote action from a transaction in Underwriting Required status, sending the transaction into Referred status. Note that some users, commonly underwriters, will bypass Underwriting Required status and go directly to Referred status. This integration will not activate in those circumstances. Save The configuration will activate with the following save events. Clicking Save & Refresh or Next in the policy workflow, except when the screen is complete and no changes have been made within the screen. Activating the Calculate Quote process, either manually or automatically. Clicking Select Quote in the Quote Summary window for a multi-quote workflow.
E-Signature This integration type defines a document that will be generated by the system and then submitted to a digital signature service. The user digitally signs the document, which is then attached to the transaction. Compliance Scan This integration type collects data from the transaction and submits the data to be compared to one or more international watch lists of restricted people and places. If any part of the data matches a restriction in a list, equaling or exceeding a specified threshold, the integration returns that the transaction is not compliant. Endpoint Code Enter the Endpoint Code for the external system. This is provided by your Oceanwide Representative. This field will not be displayed if it is not necessary for the selected integration type. Action Select the type of action to initiate the integration configuration. This may be a direct action by the user, or an indirect action resulting from other activities. The configuration conditions are evaluated to determine if the integration is performed, and how it will be handled. Bind The configuration will activate when the user attempts to bind a transaction with the Bind, Confirm Cancellation, or Confirm Reinstatement actions. Calculate Quote The configuration will activate when the system performs a calculation. This can be activated by the user, triggered by navigating through a workflow, or automated processes such as the optional quote calculation after automatic renewal. Mark as Lost The configuration will activate when a is marked as lost, either by manual action on the part of the user, or the timed expiry of the quote. Request The configuration will activate when the user clicks the Request Quote action from a transaction in Underwriting Required status, sending the transaction into Referred status. Note that some users, commonly underwriters, will bypass Underwriting Required status and go directly to Referred status. This integration will not activate in those circumstances. Save The configuration will activate with the following save events. Clicking Save & Refresh or Next in the policy workflow, except when the screen is complete and no changes have been made within the screen. Activating the Calculate Quote process, either manually or automatically. Clicking Select Quote in the Quote Summary window for a multi-quote workflow.
Bridge%202.4.72%20-%20User%20Guide%20-%20Product%20Design.docx