PartialWithdrawalSurrenderQuote Collaboration Template

The PartialWithdrawalSurrenderQuote collaboration template demonstrates a typical life insurance scenario. A user provides details to request a quote for a partial surrender of the value of an existing life policy. Using a browser or some other electronic means, the user provides a minimum set of processing data, and the collaboration object issues an e-mail response either approving or rejecting the request. PartialWithdrawalSurrenderQuote uses the following generic business objects:

Collaboration object setup

This section includes information on port bindings and required steps for setting up collaboration objects based on PartialWithdrawalSurrenderQuote. For information on standard features, ports, and configuration properties for collaboration templates, and for general information on creating collaboration objects refer to the documents listed in Required Documents for Creating Collaboration Objects.

Port information

The following diagram illustrates PartialWithdrawalSurrenderQuote's ports, as they are displayed in System Manager:

PartialWithdrawalSurrenderQuote collaboration's ports

Note: To keep the collaboration from using a port, bind that port to the Port connector. Doing so indicates that the port is unused without causing the collaboration object to provide additional functionality.

Port name: From
Business object Bound to Function Verbs used
RequestPartialWithdrawal Sending application's connector Receives the triggering business object. Initiates a request for PartialWithdrawalSurrender. Create
Port name: ToPartialWithdrawalQuote
Business object Bound to Function Verbs used
PartialWithdrawalQuote Policy System of Truth's connector Sends the PartialWithdrawalQuote business object out of the collaboration object. PartialWithdrawalQuote includes the necessary Party, Policy, and End User information required to evaluate the withdrawal request. Create
Port name: ToParty
Business object Bound to Function Verbs used
Party Party System of Truth's connector Sends the Party business object out of the collaboration object. Party includes search criteria used to retrieve details on the Party requesting the withdrawal. Retrieve
Port name: ToPolicy
Business object Bound to Function Verbs used
Policy Policy System of Truth's connector Sends the Policy business object out of the collaboration object. Policy includes search criteria used to retrieve details on the Policy from which the withdrawal is being requested. Retrieve

Setting up the collaboration

This section describes how to set up the collaboration as a stand-alone object.

Using PartialWithdrawalSurrenderQuote as stand-alone object

To set up PartialWithdrawalSurrenderQuote as a stand-alone collaboration object, complete the following steps:

  1. Create the PartialWithdrawalSurrenderQuote collaboration object.
  2. Bind the ports as described in Port information.
  3. Set the remaining configuration properties for PartialWithdrawalSurrenderQuote as described in configuration properties.

Collaboration template processes

This section illustrates the following business processes for this collaboration template:

Overall process logic

This section illustrates this collaboration's process logic for the supported verb, Create.

Create

The following diagram shows the process logic for this collaboration template's Create verb.

PartialWithdrawalSurrenderQuote Create process logic

Standard process logic

This collaboration template uses the following standard business processes:

For information on these processes, see Standard Processes for Collaboration Templates.

Configuration properties

This section describes the following properties for this collaboration:

Standard properties

This collaboration template uses the following standard configuration properties:

For information on these configuration properties, see Standard Properties for Collaboration Templates.

Properties specific to this collaboration template

The following configuration properties are specific to this collaboration template:

BUILD_PARTY_MAP
This property specifies the name of the map used to move data from the RequestPartialWithdrawal business object to the Party business object.

BUILD_POLICY_MAP
This property specifies the name of the map used to move data from the Party business object to the Policy business object.

BUILD_PARTIAL_WITHDRAWAL_QUOTE_FROM_REQUEST_MAP
This property specifies the name of the polymorphic map used to move data from the RequestPartialWithdrawal business object and the Party business object to the PartialWithdrawalQuote business object.

EMAIL_SUBJECT
This property specifies the text used as the subject of the status response email

RESPONSE_SUCCESS_CODE_COMPARE
This property specifies the value used by the Systems of Truth to indicate that the information returned is valid.

For more information on related business objects and collaborations, see the following documents:

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