Certificate Integration: GET AOI and Certificate Holders

Note: This update represents only a portion of the AMS360 24R1 release. Please navigate to AMS360 2024 R1 Release Notes to review other enhancements and fixes that were part of this release.

A number of endpoints have been added in this release to open further development of the Certificate Management tool.

The following endpoints have been added:

  • Getting list of certificates GET "~/customer/certificates" (AFW_CertLiabProp)

    • Parameter is CustID

    • User should have the "360 Toolbox: eForms" Full Access authorization item to reach this endpoint

    • Fields returned: CrtID, CrtNo, DescriptionCtr filtered by CustID

    • If you do not have access to certificates, return a "403 Forbidden"

    • If you do not have access to a customer, or the customer does not exist, return "404 Not Found"

    • Returned as paged list.

  • Getting a list of holders for a given certificate GET "~/customer/certificate-holders" (AFW_CertHolderInfo)

    • Parameter is CustomerId

    • User should have the "Customer Certificate Holder" Full Access authorization item to reach this endpoint

    • Fields returned: Name1, Name2, CustomerCertificateHolderId, CustomerCertificateHolderGroupId, CertificateHolderGroupName, ContactName, Address1, Address2, City, State, ZipCode, BusinessAreaCode, BusinessPhone, BusinessPhoneExtension, FaxAreaCode, FaxPhone, FaxPhoneExtension, Email, DesciptionOfOperations, JobType, JobNo, ProjectEndDate, IsBonded, MethodOfDelivery filtered by Certificate ID

    • If IsSameAsMaster=N, then returned description; otherwise the description = null

    • Sorted By Name 1

    • If CRT ID does not exist, return "404 Not Found"

    • Returned as paged list.

  • Getting list of other interest GET "~/agency/additional-interest-setup" (AFW_AddOtherInterest)

    • Parameter is IsMasterCertAOI

    • User should have the "Administration Center" and "Administration Center Additional Interest" Full Access authorization items to reach this endpoint

    • Fields returned: Type, Name1, Name2, Contact, Addr1, Addr2, City, State, Zip, and Biz Phone and ext, fax and ext, Email

    • Filter by IsMasterCertAOI; If Y OR N OR missing---> Return All

    • Sorted by Name1, Type

    • Returned as paged list.

  • Gets paged list of Certificate Holders by the Certificate's ID GET "~/customer/certificate/holders"

    • Required parameter: CertificateId

    • Optional parameters: Skip, Top, TotalRecords

    • User should have full access to the "Actions: Certificate Holder" authorization item to reach this endpoint

    • Fields returned: CertificateHolderId, CertificateId, Name1, Name2, Address1, Address2, City, State, ZipCode, ContactName, FaxAreaCode, FaxPhone, FaxPhoneExtension, Email, DesciptionOfOperations, JobType, JobNo, ProjectEndDate, IsBonded, IsLicensed, MethodOfDelivery

    • Unique MethodOfDelivery should be shown (IsSameAsMaster is 'N')

    • If you do not have access to certificates, return a "403 Forbidden"

    • If you do not have access to the customer, or the customer does not exist, return "404 Not Found"

    • Returned as paged list.