Support ONS V1 and V2
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Note: This update represents only a portion of the AMS360 24R2 release. Please navigate to AMS360 2024 R2 Release Notes to review other enhancements and fixes that were part of this release. |
Previously, all notification types returned full entity information for v1 and v2 recipients. With this release, only a select few notification types return full entity information.
V1 Customer Notifications
| Notification v1.0 | Fields 24R1 and earlier | Fields as of 24R2 |
|---|---|---|
|
Broker |
BrokerCode (string 3) LastName (string) FirstName (string) MiddleName (string) ShortName (string) Contact (string) IsNetCommissionedBroke (bool) IsActive(bool) AddressLine1 (string) AddressLine2(string) City (string) State (string) ZipCode (string) |
BrokerCode (string 3) ChangedBy |
|
Company |
CompanyCode (string) Name (string) ShortName (string) CompanyType (string) NAICCode (string) ParentCompanyCode (string) IsActive (bool) |
CompanyCode (string) ChangedBy |
|
Customer |
CustomerNumber CustomerId LastName FirstName MiddleName FirmName AddressLine1 AddressLine2 City State County ZipCode HomeAreaCode HomePhone HomeExtension BusinessAreaCode BusinessPhone BusinessExtension FaxAreaCode FaxPhone FaxExtension CellAreaCode CellPhone CellExtension PagerAreaCode PagerPhone PagerExtension WebAddress FormalSalutation InformalSalutation DateOfBirth Occupation MaritalStatus InBusinessSince BusinessEntityType DoingBusinessAs SICCode FederalTaxIdNumber DUNSNumber CustomerType IsBrokersCustomer IsActive AccountExecCode AccountRepCode BrokerCode GLDivisionCode GLDepartmentCode GLBranchCode GLGroupCode DateCustomerAdded IsPersonal IsCommercial IsLife IsHealth IsNonPropertyAndCasualty IsFinancial IsBenefits NAICSCode |
CustomerNumber CustomerId LastName FirstName MiddleName FirmName GLDivisionCode GLDepartmentCode GLBranchCode GLGroupCode IsPersonal IsCommercial IsLife IsHealth IsNonPropertyAndCasualty IsFinancial IsBenefits |
|
CustomerServiceGroupPersonnel |
EmployeeCode EmployeeType TypeOfBusiness IsPrimary CustomerId |
ArrayOfCustomerServiceGroupPersonnel - EmployeeCode - EmployeeType - TypeOfBusiness - IsPrimary - CustomerId CustomerAdditionalPersonnelId |
|
Employee |
EmployeeCode LastName FirstName MiddleName ShortName IsAccountExec IsAccountRep IsSalesCenterRep Status InMemoCommissions |
EmployeeCode ChangedBy |
|
GLBranch |
GLBranchCode Name ShortName IsActive |
GLBranchCode ChangedBy |
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GLDepartment |
GLDepartmentCode Name ShortName IsActive |
GLDepartmentCode ChangedBy |
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GLDivision |
GLDivisionCode Name ShortName IsActive |
GLDivisionCode ChangedBy |
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GLGroup |
GLGroupCode Name ShortName IsActive |
GLGroupCode ChangedBy |
|
LineOfBusiness (shows policy) |
See "Policy" below.
|
PolicyId LineOfBusinessId |
|
Policy |
CustomerId PolicyId PolicyNumber TypeOfBusiness PolicyType PolicyTypeOfBusiness WritingCompanyCode AccountExecCode AccountRepCode PolicyEffectiveDate PolicyExpirationDate IsContinuous PolicyStatus GLDivisionCode GLDepartmentCode GLBranchCode GLGroupCode BillMethod IsNewPolicy FullTermPremium IsFinanced CompanyType IsMultiEntity PolicySubType |
CustomerId PolicyId PolicyNumber PolicyEffectiveDate PolicyExpirationDate GLDivisionCode GLDepartmentCode GLBranchCode GLGroupCode |
V2 Customer Notifications
| Notification v2.0 | Fields 24R1 and earlier | Fields as of 24R2 |
|---|---|---|
|
Bank |
BankCode BankName ShortName BankAccountNumber RoutingNumber GLNumber AccountType GLDivisionCode IsInactive |
BankCode ChangedBy |
|
Broker |
AddressLine1 AddressLine2 BrokerCode City Contact FirstName IsInactive LastName MiddleName IsNetCommissionedBroker ShortName State ZipCode |
BrokerCode ChangedBy |
|
Claim |
ClaimId CauseOfLossBurglary ClaimNoMaxClaim ClaimStatusOpen Descriptionloss LineOfBusiness LineOfBusinessId LossDate PolicyEffectiveDate PolicyEndorsementDate PolicyExpirationDate PolicyId PolicyNumber ReportedDate ClaimContactList ClaimContact ClaimId ClaimContactId NameClaimContact Address1ClaimContact Address2ClaimContact CityClaimContact ResAreaCodeClaimContact ResPhoneClaimContact ResExtClaimContact BusAreaCodeClaimContact BusPhoneClaimContact BusExtClaimContact FaxAreaCodeClaimContact FaxPhoneClaimContact FaxExtClaimContact WhereToContactClaimContact WhenToContactClaimContact EmailClaimContact ContactTypeClaimContact StateClaimContact ZipCodeClaimContact ClaimContact ClaimContactList |
ClaimId ChangedBy |
|
Company |
CompanyCode IsInactive NAICCompanyCode Name ParentCompanyCode ShortName CompanyType |
CompanyCode IsInactive Name ParentCompanyCode CompanyType |
|
Customer |
IsActive AddressLine1 AddressLine2 CustomerNotationId BrokerCode BusinessAreaCode BusinessExtension BusinessPhone InBusinessSince City County AccountRepCode DateCustomerAdded CustomerId CustomerNumber DoingBusinessAs DateOfBirth DUNSNumber FaxAreaCode FaxExtension FaxPhone FederalTaxIdNumber FirmName FirstName FormalSalutation GLBranchCode GLDepartmentCode GLDivisionCode GLGroupCode InformalSalutation IsBenefits IsBrokersCustomer IsCommercial IsFinancial IsHealth IsLife IsNonPropertyAndCasualty IsPersonal LastName CellAreaCode CellExtension CellPhone MaritalStatus MiddleName Occupation PagerAreaCode PagerExtension PagerPhone AccountExecCode HomeAreaCode HomeExtension HomePhone NAICSCode State CustomerType BusinessEntityType WebAddress ZipCode IsSecured SICCode Country InternationalPhoneID1 InternationalPhoneType1 InternationalCountryCode1 InternationalPhoneNumber1 InternationalPhoneExtension1 InternationalPhoneID2 InternationalPhoneType2 InternationalCountryCode2 InternationalPhoneNumber2 InternationalPhoneExtension2 ReferralNameCode ReferralLocationCode |
CustomerId
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Customer Contact |
CustomerId CustomerContactId ContactName Title IsOfficer IsDirector Address1 Address2 City State Zip County ResidenceAreaCode ResidencePhone ResidenceExt BusinessAreaCode BusinessPhone BusinessExt FaxAreaCode FaxPhone FaxExt MobileAreaCode MobilePhone MobileExt PagerAreaCode PagerPhone PagerExt EmailAddress FormalSalutation InformalSalutation SortOrder CustomerCenterDisplay CustomerContactResponsibilityList CustomerContactResponsibility CustomerContactResponsibilityId ResponsibilityType CustomerContactResponsibility CustomerContactResponsibilityList InternationalPhoneID1 InternationalPhoneType1 InternationalCountryCode1 InternationalPhoneNumber1 InternationalPhoneExtension1 InternationalPhoneID2 InternationalPhoneType2 InternationalCountryCode2 InternationalPhoneNumber2 InternationalPhoneExtension2 Country |
CustomerContactId CustomerId |
|
Customer Dependent |
BusinessAreaCode BusinessExt BusinessPhone CustomerId DependentId DOB DriversLicense FaxAreaCode FaxExt FaxPhone FirstName LastName Married MiddleName MobileAreaCode MobileExt MobilePhone Occupation PagerAreaCode PagerExt PagerPhone Relationship ResidenceAreaCode ResidenceExt ResidencePhone SSN YearEmployed InternationalPhoneID1 InternationalPhoneType1 InternationalCountryCode1 InternationalPhoneNumber1 InternationalPhoneExtension1 InternationalPhoneID2 InternationalPhoneType2 InternationalCountryCode2 InternationalPhoneNumber2 InternationalPhoneExtension2 |
CustomerId DependentId |
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Customer Service Group Personnel |
EmployeeCode TypeOfEmployee TypeOfBusiness IsPrimary CustomerId |
ArrayOfCustomerServicePersonnel - CustomerId - CustomerAdditionalPersonnelId |
|
Employee |
Address AddressLine2 BusinessAreaCode BusinessExtension BusinessPhone City EmergencyContactAreaCode EmergencyContactExtension EmergencyContactPhone DateOfBirth Doc360HotFolderLocation EmergencyContactName EmployeeCode EmployeeSupervisorCode FaxAreaCode FaxExtension FaxPhone FirstName FullTimeOrPartTime HomeAreaCode HomeExtension HomePhone LicensedAgent AllowMemoCommissions Executive Representative SalesCenterRepresentative LastName LogDownloadSuspense MiddleName CellAreaCode CellExtension CellPhone NationalProducerCode PagerAreaCode PagerExtension PagerPhone Employee1099Category Employee1099Type ShortName State EmployeeStatus EmployeeTitle TimeZone YearEmployed ZipCode Other BusinessUnitList |
EmployeeCode FirstName Executive Representative SalesCenterRepresentative LastName MiddleName ShortName EmployeeStatus |
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GL Division Min |
GLDivisionCode IsInactive Name ShortName |
GLBranchCode ChangedBy |
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GL Branch |
GLBranchCode IsInactive Name ShortName |
GLDepartmentCode ChangedBy |
|
GL Department |
GLDepartmentCode IsInactive Name ShortName |
GLDivisionCode ChangedBy |
| GL Group |
GLGroupCode IsInactive Name ShortName |
GLGroupCode IsInactive Name ShortName |
|
Line of Business (shows policy) |
See "Policy" below.
|
PolicyId LineOfBusinessId |
|
Policy |
CustomerId PolicyId PolicyNumber TypeOfBusiness PolicyType PolicyTypeOfBusiness WritingCompanyCode AccountExecCode AccountRepCode BrokerCode PolicyEffectiveDate PolicyExpirationDate IsContinuous PolicyStatus GLDivisionCode GLDepartmentCode GLBranchCode GLGroupCode BillMethod IsNewPolicy FullTermPremium IsFinanced CompanyType IsMultiEntity PolicySubType Description LineOfBusinessList PersonnelList PolicyPersonnel EmployeeCode EmployeeType IsPrimary PolicyId PolicyPersonnelId PolicyPersonnel PersonnelList TransactionList PolicyTransaction PolicyId TransactionEffectiveDate TransactionType TransactionReasonCode TransactionDescription BillMethod PolicyTransaction TransactionList TransactionPremiumList PolicyNotationId PriorPolicy PriorPolicyId SourcePolicyId IsExcludeDelete NationalProducerCode CompanyCustomerNumber |
PolicyId
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Policy Transaction Premium |
PolicyId TransactionEffectiveDate PolicyTransactionPremiumId LineOfBusiness PlanType WritingCompanyCode Description Premium BilliedPremium WrittenPremium FullTermPremium IncludePremium HowBilled IsSuspended Reconciled EstRevenue |
PolicyId PolicyTransactionPremiumId |
|
Vendor |
Description EmployerIdentificationNumber FirstName GLNumber IsCompany IsInactive LastName MiddleName ShortName VendorCode |
VendorCode ChangedBy |
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Vendor Invoice |
BankCode Description GLDivisionCode DatePosted Status VendorCode VendorDueDate VendorPaidDate VendorInvoiceDate VendorInvoiceId VendorInvoiceNumber VendorInvoicePayAmount VendorInvoiceTotalAmount VendorInvoiceTemplateId |
VendorInvoiceId
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