Policy in admin

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czentman
Posts: 157
Joined: Tue Dec 02, 2008 12:02 pm

Policy in admin

Post by czentman »

I would like to create a custom admin on add/updating policies, their policy codes and underwriter codes. It doesn't seem to be a lookup even though I want to treat it like a grid/table format. Can you give me some direction in this?
czentman
Posts: 157
Joined: Tue Dec 02, 2008 12:02 pm

Re: Policy in admin

Post by czentman »

Meaning, I want to administer to choices of policies, not within an order at all. It's funny that the rates are in a table and the discounts are in a sql table as well. But the policy is not in a sql table or in a lookup table that I can use the lookups API for. Please give some direction.
Melissa McBerkowitz
Posts: 91
Joined: Wed Sep 10, 2008 3:33 pm
Location: Raleigh, NC
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Re: Policy in admin

Post by Melissa McBerkowitz »

The API does not currently allow you to code against our policy manager, just the policy data within an order. We have logged this suggestion for consideration as a future enhancement. If you're trying to customize this because there's some functionality that our policy manager is missing, please let us know - perhaps we could improve that manager and eliminate the need for the customization.

Thanks!
Melissa McBerkowitz
VP of Product Strategy, SoftPro
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