Notification Service Setup

 

Note: This update is part of the AMS360 20R2 release. Navigate to the AMS360 2020 20R2 Release Notes to review other enhancements and fixes that were part of the release.

Vertafore has extended notification services so that external applications are now notified whenever activities either:

  1. Provide the capability to configure the notification for recognizing the creation and/or modification of Activities.

  2. Add the capability of a Notification Service for reporting Policy Contact and Activity changes.

Notification Service Setup

ClosedAdmin Setup

  1. In the Administration center, click on Notification Service Setup under the General section.

General: Notification Service Setup

  1. In the Notification Service Setup winform, click on New and then enter a Notification Client’s name. Then, click on New in the Contacts section.

Notification Service Clients

  1. In the Contacts section fill in the required information. When you are ready, click on Add.

Contacts

  1. Next, scroll down to the Recipient Information section and click on New.

Recipient Information

  1. Fill in the required fields and set the Notification Version field to 3.0.

Recipient Information: Notification Version

  1. Under the Delivery Status section, select Off, On or Suspended depending on your needs.

Delivery Status

  1. In the Notification Types section, click on the items you wish to receive notifications for.

Notification Types

  1. Finally, scroll down to the Activity Action Types section and select the activities you wish to receive notifications for. When you are ready, click Add at the top and then Save & Close.

Activity Action Types

 

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