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SoftRater User Manual - Oracle Documentation

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1. program parent id 1002 program id 1 program ver 1 custom id BASE gt Program 2 no input overrides lt c i 0 desc Policy gt m i 7 n PaymentPlanCd v Prepaid gt lt c i 1 desc Location gt lt m i 3 n LocationStateCd v AL gt Rate Request Body Common Inputs lt m i 4 n SignsLimit v 2500 gt lt m i 6 n FullCoverageYN v N gt lt c gt lt ic gt lt rate gt This rate request contains 2 lt program gt nodes with one Program 1 using input overrides and one Program 2 using just the common inputs The SoftRater engine will process the lt program gt nodes sequentially So when the engine processes the first lt program gt node Program 1 it will use the common inputs and override input id 7 with a value of Spay When the engine processes the second lt program gt node Program 2 it will use all common inputs with no overrides as none were specified for the second program The engine will return each program s results in the order that they were in the rate request You can identify the program results by order or you can use a custom non Insbridge specific attribute in the lt program gt node that will be echoed out in the response In this example we used custom_id NOTE The lt heading gt section can contain 1 n number of lt program gt nodes Sample Use Case Insurance Company XYZ offers customers Payment Plans of Prepaid fullpay 3 Pay 6
2. 1 I 3 0 est Subscriber 1002 est Lob 1 est Program 106 est Version 3 rateRequest OutputMappingStateful false Setting the input output Transformation templates rateRequest InputMappingldentifier customInputXslt xslt rateRequest OutputMappingldentifier customOutputXslt xslt rateRequest InputMappingType pcmSoftRater MappingType CUSTOM rateRequest OutputMappingType pcmSoftRater MappingType CUSTOM string results ibSoftRater ProcessCustomMessage ratexml rateRequest rateOper Created using Visual Studio NET 2008 15 Chapter 4 RATING ARGUMENTS FOR WINDOWS Valid values for rating arguments are entered in these two operations ProcessCustomMessage lt ibRateOper gt rating arguments lt ibRateOper gt ProcessMessage lt MappedRateOperators gt rating arguments lt MappedRateOperators gt The SoftRater engine rating arguments control the handling of XML data out of the system Rating arguments are optional For optimal performance use arguments for your rating integration Values 0 False 1 True e Add Root Node Use default 0 If submitting multiple rate request documents this option is typically set to true to make the result document a valid XML document e Add Inputs Use default 0 When set to true the full request Insbridge XML document is returned in the result Insbridge XML document making the XML document much larger tha
3. commercial technical data pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such the use duplication disclosure modification and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract and to the extent applicable by the terms of the Government contract the additional rights set forth in FAR 52 227 19 Commercial Computer Software License December 2007 Oracle USA Inc 500 Oracle Parkway Redwood City CA 94065 This software is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangerous applications including applications which may create a risk of personal injury If you use this software in dangerous applications then you shall be responsible to take all appropriate fail safe backup redundancy and other measures to ensure the safe use of this software Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications Oracle is a registered trademark of Oracle Corporation and or its affiliates Other names may be trademarks of their respective owners This software and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warra
4. ejb SoftRaterEJBRemoteHome e JBoss JNDI Path IBSS SoftRaterEJB local e Target JAR InsBridgeEJB jar is part of the IBSS_xx EAR e WebSphere JNDI Path ejb com insbridge softrater SoftRaterHome e WebLogic JNDI Path ejb SoftRaterEJBRemoteHome Chapter 7 SoftRater Integration for Java e JBoss JNDI Path IBSS SoftRaterEJB local For WebSphere ONLY Target JAR contains the following standard EJB 2 0 interface files e SoftRater Remote interface for Enterprise Bean e SoftRaterBean Bean implementation class for Enterprise Bean e SoftRaterHome Home interface for Enterprise Bean Interface Example package com insbridge softrater import java rmi RemoteException ZE Remote interface for Enterprise Bean SoftRater public interface SoftRater extends javax ejb EJBObject public String ProcessiB final String XMLInputs final boolean AddRootNode final boolean AddinputsNode final boolean AddHeadingNode final boolean AddResultDesc final boolean AddResultThatAreEmpty final boolean DolnStyle final boolean DoDebugOutput throws RemoteException public boolean ResetPackageCache throws RemoteException public void ResetConfigInfo throws RemoteException public String QueryAvailableEnvironments throws RemoteException public String getVersion throws RemoteException public String getErrorMessage throws RemoteException public String getDefaultPath throws RemoteException
5. 37 41 m Node 22 39 n 22 25 40 42 parent_id 21 38 Program Node 21 24 38 41 program_id 21 24 38 41 program_ver 21 38 Rate Node 20 37 renc 37 Results Node 23 41 Status 24 41 Tracking 20 37 V 22 25 40 42 ver 24 41 version_nm 24 41 Attribute value Pair 22 40 C C Example 14 15 Cache Breakdown of 9 Defining a Hit 9 Defining a Miss 10 Disabled 11 Exceptions 11 Cache Hit Example 10 Cache Miss Example 10 Category Node Example 22 24 39 42 Top Level 22 24 39 42 Category Node Nested Example 22 25 39 42 Children Category Node 22 25 40 42 Rate Node 22 24 39 42 company_nm Attributes 24 41 Custom Message 15 CustomXml Submitting 13 32 D Attribute 24 42 Data Handling Out of System 16 34 Debug Output 16 51 Index Defining Cache Hit 9 Cache Miss 10 Definition SoftRater v desc Attribute 22 39 Direct JNDI interfacing 32 Disabled Cache 11 Double Quote Invalid Characters 37 E Edition Notice 2 EJB 2 0 Interface Files 33 EJB Component WebSphere 32 EJB Interfaces 32 Enabled Result Group 21 39 env_def 37 Attributes 20 37 Environment Web Service Interface 12 EnvRef 16 Error Node Created at Root Level 18 35 Example C 14 15 Cache Hit 10 Cache Miss 10 Category Node 22 24 39 42 Category Node Nested 22 25 39 42 env_def Override Default 20 37 Heading Node 20 38 Input Node 25
6. 9pay gt lt c i 1 desc Location gt lt m i 3 n LocationStateCd v AL gt lt m i 4 n SignsLimit v 2500 gt lt m i 6 n FullCoverageYN v N gt lt c gt lt c gt lt rate gt REQUEST 4 lt rate lob 125 gt lt heading gt lt program parent_id 1002 program_id 1 program_ver 1 gt lt heading gt lt c i 0 desc Policy gt lt m i 7 n PaymentPlanCd v Prepaid gt lt c i 1 desc Location gt lt m i 3 n LocationStateCd v AL gt lt m i 4 n SignsLimit v 2500 gt lt m i 6 n FullCoverageYN v N gt lt c gt lt c gt lt rate gt 27 Chapter 6 Insbridge XML Windows Example Example 1B using input overrides RATE REQUEST lt rate lob 125 gt lt heading gt lt program parent_id 1002 program_id 1 program_ver 1 custom_id 3PAY gt lt c i 0 desc Policy gt lt m i 7 n PaymentPlanCd v 3pay gt lt c gt lt program gt lt program parent_id 1002 program_id 1 program_ver 1 custom_id 6PAY gt lt c i 0 desc Policy gt lt m i 7 n PaymentPlanCd v 6pay gt lt c gt lt program gt lt program parent_id 1002 program_id 1 program_ver 1 custom_id 9PAY gt lt c i 0 desc Policy gt lt m i 7 n PaymentPlanCd v 9pay gt lt c gt lt program gt lt program parent_id 1002 program_id 1 program_ver 1 custom_id BASE gt lt heading gt lt c i 0 desc Policy gt lt m i 7 n
7. custom XML arguments are not required The information will be contained in the Insbridge XML If you are using custom XML and do not define the custom XML arguments any error message will be thrown Valid values for custom XML arguments are entered in these two operations ProcessCustomMessage lt ibCustomOper gt rating arguments lt ibCustomOper gt ProcessMessage lt MappedRateRequest gt rating arguments lt MappedRateRequest gt Use the following options below for your custom rating integration e Lob Identifier of the Line of Business e Subscriber Identifier of the Subscriber e Program Identifier of the Program e Version Identifier of the Program Version e InputMappingldentifier Name of the Custom Mapping Document e InputMappingType Enum for the Custom Mapping Document NONE No input mapping should be performed GLOBAL Input mapping is global to the Line of Business Mapping name required LOCAL Input mapping is unique to the program version CUSTOM Input mapping of the customer that has been added into the workflow Mapping name required e OutputMappingldentifier Name of the Custom Mapping Document e OutputMappingType Enum for the Custom Mapping Document NONE No output mapping should be performed GLOBAL Output mapping is global to the Line of Business LOCAL Output mapping is unique to the program version CUSTOM Output mapping o
8. gt lt m i COV Mortgage Payment v 0 gt lt m i Dwelling_ 10 v 0 gt lt m i Dwelling_11 v 34 gt lt m i COV Replacement Cost Dwelling v 0 gt lt m i Dwelling_13 v 0 gt lt m i Dwelling_13 v 674 gt lt m i COV Business Pursuits v 0 gt lt m i COV Permitted Incidental Occupancies v 0 gt lt m i COV Personal Injury v 0 gt lt m i Dwelling_17 v 0 02 gt lt m i Dwelling_ 18 v 0 gt lt m i Dwelling_ 19 v 0 gt lt m i CREDIT Multi Policy Discount v 0 gt lt m i CREDIT Neighborhood Watch v 0 gt lt m i CREDIT New Home v 0 20 gt lt m i CREDIT New Loan v 0 10 gt lt m i CREDIT Protective Devices v 0 020000000 gt lt m i Dwelling_ 25 v 0 gt lt m i SEC_I C Personal Property v 213500 gt lt m i SEC_I D Loss of Use v 122000 gt lt m i SEC_I A Dwelling v 305000 gt lt m i SEC_Il Personal Liability Each Occurrence v 500000 gt lt m i SEC_Il Medical Payments Each Person v 2000 gt lt m i SEC_I B Other Structures v 30500 gt lt m i Total Annual Premium v 674 gt lt m i DED Standard Deductible v 1000 gt lt m i COV Replacement Cost Comp v 1 gt lt m i Total Earthquake Annual Prem v 0 gt lt m i EQ Loss of Use v 25000 gt lt m i EQ Personal Property v 152500 gt lt m i EQ Dwelling Limit v 305000 gt lt m i DED Earthquake Deductible v 30500
9. this node is returned in the result XML doc It includes the full input rate request document that was used to generate the rate result document Example lt result lob 1 policyld ABC1234 AUTO gen_date 2 9 2010 1 50 31 PM gt lt rate policyld ABC1234 AUTO gt lt rate gt lt result gt Input Overrides Shopping Feature By specifying input values in the lt program gt node within the lt header gt section of the input XML those values will be used for that program when it is processed by SoftRater regardless of whether those values are present in the body of the XML request This allows each program found in the lt header gt to use the common set of inputs provided in the rate request body and either provide additional inputs that 25 Chapter 6 Insbridge XML Windows Example are relevant only to that program or provide overriding inputs values to ones found in the body for use during rating This functionality is sometimes referred to as Shopping as it allows requester to get multiple results for a single rate request using a different value for one or more inputs such as PayPlan and or Deductible The following shows the basic structure of an Insbridge XML using input overrides lt rate lob 125 gt lt heading gt Eprogram parent_id 1002 program_id 1 program vers 1 custom Id 3PAY gt Program 1 with input overrides lt c i 0 desc Policy gt i lt m i 7 n PaymentPlanCd v 3pay gt
10. 43 Input Overrides 43 Insbridge Rate Request Result XML Document 22 40 Interface 33 Javascript 14 Multiple lt rate gt Nodes 29 46 Multiple Line of Business Request 31 47 Multiple Program Nodes 30 46 Multiple Rate Request 29 46 Multiple State Request 31 47 Program Node 24 41 Program Node w Heading Option Request 24 41 program_id 21 38 Rate Node 20 37 renc Override Default 37 Result Node 24 41 result_def Override Default 21 38 Single Rate Request 29 45 Time Statistics 29 43 XML Document 19 36 Exceptions Cache 11 52 G gen_date Attributes 23 41 Greater Than Invalid Characters 37 H Heading Node Example 20 38 Program Nodes 20 38 HTTP Usage in SoftRater WSI 12 HTTP GET Supported Operations 12 HTTP POST 13 32 Supported Operations 12 HTTP SOAP Proxy 13 32 i Attribute 22 24 25 39 40 42 IBSS Submit Insbridge XML 34 identifier Attribute 22 39 Identifiers XML Arguments 17 35 IIS SoftRater WSI 12 Input Data Marking Beginning 21 39 Input Format InsbridgeRate XML 12 Input Node Example 25 43 Input Overrides Example 43 Input Values Specifying 25 43 InputMappingldentifier Identifier 17 35 InputMappingType Identifier 17 35 Insbridge Framework Administrator Configuring Cache 9 Disabling Cache 11 Setting Up Defaults 20 37 Insbridge Rate Request XML Document 19 36 Insbridge Rate Request Result XML Document Example 22 40 Ins
11. Pay and 9 Pay Insurance Company XYZ wants to quote a customer using multiple Payment Plans so they can show the customer the Policy Premium for each available plan They can either submit 4 separate Insbridge rate requests to the SoftRater engine see Example 1A below or they can submit one Insbridge rate request using the Input Overrides Shopping feature see Example 1B below Example 1A REQUEST 1 lt rate lob 125 gt lt heading gt lt program parent_id 1002 program_id 1 program_ver 1 gt 26 Chapter 6 Insbridge XML Windows Example lt heading gt lt c i 0 desc Policy gt lt m i 7 n PaymentPlanCd v 3pay gt lt c i 1 desc Location gt lt m i 3 n LocationStateCd v AL gt lt m i 4 n SignsLimit v 2500 gt lt m i 6 n FullCoverageYN v N gt lt c gt lt c gt lt rate gt REQUEST 2 lt rate lob 125 gt lt heading gt lt program parent_id 1002 program_id 1 program_ver 1 gt lt heading gt lt c i 0 desc Policy gt lt m i 7 n PaymentPlanCd v 6pay gt lt c i 1 desc Location gt lt m i 3 n LocationStateCd v AL gt lt m i 4 n SignsLimit v 2500 gt lt m i 6 n FullCoverageYN v N gt lt c gt lt c gt lt rate gt REQUEST 3 lt rate lob 125 gt lt heading gt lt program parent_id 1002 program_id 1 program_ver 1 gt lt heading gt lt c i 0 desc Policy gt lt m i 7 n PaymentPlanCd v
12. PaymentPlanCd v Prepaid gt lt c i 1 desc Location gt lt m i 3 n LocationStateCd v AL gt lt m i 4 n SignsLimit v 2500 gt lt m i 6 n FullCoverageYN v N gt lt c gt lt c gt lt rate gt RATE RESPONSE lt result lob 125 env_def rm gen_date 2012 05 21 11 30 05 AM ibdoc_version 3 1 engine_type windows site_location MACHINE XYZ xmins gt lt program parent_id 1002 program_id 1 program_ver 1 package_date 2012 05 21T 10 32 59 status PASS gen_type 0 region_format en US custom_id 3PAY gt lt c i 0 gt lt m i TOTAL_PREMIUM v 500 gt lt c gt lt program gt lt program parent_id 1002 program_id 1 program_ver 1 package_date 2012 05 21T 10 32 59 status PASS gen_type 0 region_format en US custom_id 6PAY gt lt c i 0 gt lt m i TOTAL_PREMIUM v 525 gt lt c gt lt program gt lt program parent_id 1002 program_id 1 program_ver 1 package_date 2012 05 21T 10 32 59 status PASS gen_type 0 region_format en US custom_id 9PAY gt lt c i 0 gt lt m i TOTAL_PREMIUM v 550 gt lt c gt lt program gt lt program parent_id 1002 program_id 1 program_ver 1 package_date 2012 05 21T10 32 59 status PASS gen_type 0 region_format en US custom_id BASE gt lt c i 0 gt lt m i TOTAL_PREMIUM v 475 gt lt c gt lt program gt lt result gt 28 Chapter 6 Insbridge XML Windows Example Ti
13. e Java to Java or Java to NEI NET to NET communication also can use ProcessCustomMessage e ProcessMessage Obtain Rates from the Insbridge XEngine Custom XML is supported The return file is loaded into a system XML document object ProcessMessage should be used for NET to NET communication only e ReceiveAsyncMessage Obtain Rate Results from the Insbridge XEngine Rate Broker Chapter 3 Software Integration for Windows Using HTTP There are two HTTP Web Services 1 HTTP SOAP Proxy SoftRater Web Service From the WSDLs proxy classes can be generated in a SOAP supported development environment that communicate with the installed SoftRater instance The SoftRater Web Service WSDL is located at the following URL http yourserver ibfa connectors softrater asmx WSDL 2 HTTP POST A lite weight Web Service Interface An ASPX page is provided as an interface for clients with only web form POST abilities without using a SOAP envelope message CustomXml cannot be submitted from this interface The URL to the POST interface is http yourserver ibfa Connectors softrater asmx ProcessCustomMessage Using External Testing Tools If you are submitting the SOAP request using an external third party testing tool such as eviware soapUI you may need to wrap your rating request in a CDATA wrapper Please refer to the WSDL for the SOAP parameter data types and valid values Using CDATA IBDOC and CDATA are containers for the inp
14. gt lt c gt lt c i 0 gt lt m i SELECTED_TEIR v SPECIAL gt lt m i Total Policy Premium v 674 gt lt c gt lt program gt lt result gt The same nodes are present in the output XML as were found in the input XML however their meanings are slightly different The following sections describe how to interpret the output XML lt result gt Node The lt result gt node marks the beginning of a rate request result There is a one to one correspondence between lt rate gt nodes in the request XML to lt result gt nodes in the response XML The result node attributes are defined as follows lob line of business indicator corresponding to the lt rate gt request nodes lob attribute gen_date server creation timestamp indicating when this response was created 23 Chapter 6 Insbridge XML Windows Example As described previously tracking attributes on the lt rate gt node are returned in the result XML document as attributes in the lt result gt node Example lt rate lob 2 policyld A1206 gen_date 2 9 2010 1 50 31 PM gt lt program gt Node The result lt program gt node provides an XML envelope containing all of the formatted data setup in the RateManager application as output results for the program There can be 1 N lt program gt node groups based on 1 N program node groups requested in the input lt rate gt XML document If the original lt rate gt request contained multipl
15. gt lt c i 0 desc Policy gt lt m i 1086 n PackageDiscind v gt lt m i 1094 n RenewalRetentionCreditind v gt lt m i 1157 n CompanyCode v gt lt m i 1212 n Eff_Date v gt lt m i 1214 n PriminsuredAge v gt lt m i 1215 n SecinsuredAge v gt lt m i 1222 n Renewallnd v gt lt c i 5 desc Home gt lt m i 1083 n TerritoryCode v gt lt m i 1084 n ResidenceType v gt lt m i 1087 n ProtectionClass v gt lt m i 1095 n Wood Tile SlateRoofT ype v gt lt m i 1096 n HomeDeductible v gt lt m i 1098 n WindstormOrHailDeductible v gt lt m i 1100 n CentralStationFireAlarmInd v gt lt m i 1101 n CentralStationBurglarAlarmind v gt lt c i 8 desc Coverage gt lt m i 1204 n CovCd v gt lt m i 1205 n CovLimit v gt lt m i 1207 n CovEff Date v gt lt c gt 44 lt c gt lt c gt lt rate gt Chapter 10 Insbridge XML Java Example lt c i 9 desc Endorsement gt lt m i 1181 n EndorCd v gt lt m i 1182 n EndorRatelnd v gt lt m i 1190 n EndorEff_Date v gt lt m i 1191 n Parm5 v gt lt c gt Insbridge XML Result Format lt result lob 2 st 6 gen_date 2 19 2010 1 55 32 PM gt lt program parent_id 900 program_id 1 program_ver 1 status PASS gt lt c i 5 gt lt c gt lt m i Dwelling_1 v 640 gt lt
16. gt node It is also typically the top level category node The Policy category node typically has an ID of zero i e i 0 Item level user defined categories are nested under the Policy category node 24 Chapter 6 Insbridge XML Windows Example Example lt c i 0 gt lt m i SELECTED_TEIR v SPECIAL gt lt m i Total Policy Premium v 674 gt lt C i 5 gt lt m i Dwelling_1 v 640 gt lt m i Dwelling_3 v 0 gt lt m i Dwelling_5 v 0 gt lt m i SEC_II Personal Liability Each Occurrence v 500000 gt lt m i SEC_II Medical Payments Each Person v 2000 gt lt c gt lt c gt lt m gt Node Map The lt m gt map node represents an individual attribute value pair mapped for a specific SoftRater Package hosted by SoftRater In the output case it identifies an output attribute as defined in the SoftRater Package represented by the lt program gt node and its associated value The lt m gt node s attributes are defined as follows i output identifier available by default n name description of output with AddResultDesc request option v value of output available by default The lt m gt node is always a child of a lt c gt category node and is an attribute value pair for that specific category instance see the category example lt rate gt Node Input Document The lt rate gt node is optional When the rate request is issued with the Addinputs option
17. i EQ Personal Property v 152500 gt lt m i EQ Dwelling Limit v 305000 gt lt m i DED Earthquake Deductible v 30500 gt lt c i 0 gt lt m i SELECTED_TEIR v SPECIAL gt 45 Chapter 10 Insbridge XML Java Example lt m i Total Policy Premium v 674 gt lt c gt lt program gt lt result gt Multiple Rate Requests in a Single XML Document It is possible to request several rates from a single XML document These can be rates on different lines of business across different states and or different SoftRater Package versions You can do this by combining multiple lt rate gt request nodes in one single root node and submitting it for rating The root node can be anything however in the WSI call it is always lt ibdoc gt Multiple lt rate gt nodes This request XML lt ibdoc gt lt rate gt lt rate gt lt rate gt lt rate gt lt ibdoc gt Will produce this result XML lt ibdoc gt lt result gt lt result gt lt result gt lt result gt lt ibdoc gt The root node is not returned in the result XML automatically It must be specified in the call using the AddRoot attribute Multiple lt program gt nodes This request XML lt ibdoc gt lt rate gt lt heading gt lt program gt lt program gt lt program gt lt program gt lt heading gt lt C gt lt C gt lt rate gt lt ibdoc gt Will produce this res
18. m i Dwelling_3 v 0 gt lt m i Dwelling_5 v 0 gt lt m i replec v 0 gt lt m i COV Replacement Cost Contents v 0 gt lt m i COV Mortgage Payment v 0 gt lt m i Dwelling_10 v 0 gt lt m i Dwelling_11 v 34 gt lt m i COV Replacement Cost Dwelling v 0 gt lt m i Dwelling_13 v 0 gt lt m i Dwelling_13 v 674 gt lt m i COV Business Pursuits v 0 gt lt m i COV Permitted Incidental Occupancies v 0 gt lt m i COV Personal Injury v 0 gt lt m i Dwelling_17 v 0 02 gt lt m i Dwelling_18 v 0 gt lt m i Dwelling_19 v 0 gt lt m i CREDIT Multi Policy Discount v 0 gt lt m i CREDIT Neighborhood Watch v 0 gt lt m i CREDIT New Home v 0 20 gt lt m i CREDIT New Loan v 0 10 gt lt m i CREDIT Protective Devices v 0 020000000 gt lt m i Dwelling_25 v 0 gt lt m i SEC_I C Personal Property v 213500 gt lt m i SEC_ D Loss of Use v 122000 gt lt m i SEC_ A Dwelling v 305000 gt lt m i SEC_II Personal Liability Each Occurrence v 500000 gt lt m i SEC_II Medical Payments Each Person v 2000 gt lt m i SEC_I B Other Structures v 30500 gt lt m i Total Annual Premium v 674 gt lt m i DED Standard Deductible v 1000 gt lt m i COV Replacement Cost Comp v 1 gt lt m i Total Earthquake Annual Prem v 0 gt lt m i EQ Loss of Use v 25000 gt lt m
19. rate against multiple lines of business using one request XML document it is recommended to follow the Multiple lt rate gt nodes request model In the following example we are targeting two lines of business for rating Auto and Home The lob attribute in the lt rate gt node signifies which line of business will be rated against This rate request XML lt ibdoc gt lt rate lob 1 gt lt rate gt lt rate lob 2 gt lt rate gt 47 Chapter 10 Insbridge XML Java Example lt ibdoc gt Results for Auto will produce this result XML lt ibdoc gt Es lt result lob 1 gen_date 2 9 2010 1 50 31 PM gt lt result gt lt result lob 2 gen_date 2 9 2010 1 50 45 PM gt lt result gt lt ibdoc gt Results for Home 48 Notice UPGRADE NOTICE This notice is for customers currently running a SoftRater for Java engine Release 3 12 or lower This includes e SoftRater for WebLogic e SoftRater for WebSphere e SoftRater for JBoss Necessary updates have been made to the SoftRater for Java engines This includes e SoftRater for WebSphere has been updated to SOAP version 1 1 e SoftRater for WebLogic has been updated to SOAP version 1 2 e SoftRater for JBoss has been updated to SOAP version 1 2 These changes mean that the WSDLs for the SoftRater for Java engines have been modified Updated WSDL documents will need to be incorporated into any cli
20. which identifies the line of business for the request In the following example the lob attribute is set to 2 which represents Home insurance according to the Insbridge standard line of business see RateManager Admin User Guide The rate node attributes are defined as follows lob line of business indicator per Insbridge standard lob codes Required env_def Allows the user to override the default rating environment By default SoftRater rates against the default environment as set up in the Insbridge Framework Administrator see Introduction to Environments in the Insbridge Framework Administrator User Guide To rate against a different environment add the attribute env_def Env_Name to the rate node where Env_Name is the name of the environment you wish to rate against Example lt rate lob 1 env def Env Name gt renc Allows the user to instruct SoftRater to not encode XML characters that are not considered valid XML characters These characters are Ampersand amp Less than sign lt Greater than sign gt Double quotation marks Single quotation mark By default these characters are encoded in the result XML For example the ampersand is encoded as amp amp To override this default behavior add the attribute renc 1 to the rate node Example lt rate lob 1 renc 1 gt As an optional feature all other attributes provided on the lt rate gt node are co
21. 00 223 1711 An Oracle Support Services engineer will handle technical issues and provide customer support according to the Oracle service request process Information about TRS is available at http www fcc gov cgb consumerfacts trs html and a list of phone numbers is available at http Awww fcc gov cgb dro trsohonebk html 50 Index INDEX 1 N lt program gt node Groups 24 41 setEndPoint Method Called by Application 32 lt lt c gt Node 21 24 39 42 lt heading gt Node 20 38 lt input gt Node 25 42 lt m gt Node 22 25 39 42 lt program gt node Available Switches 38 lt program gt Node 21 24 38 41 Specifying Input Values 25 43 lt rate gt Node 20 37 lt result gt Node 23 41 lt running_time gt Node 29 44 lt start_time gt Node 29 44 lt stop_time gt Node 29 44 A Add Empty Results Options 16 34 Add Heading Options 16 34 Add Inputs Options 16 34 Add Result Descriptions Options 16 34 Add Root Node Options 16 34 Addinputs Option 25 42 AddRoot Attribute 30 46 Ampersand amp Invalid Characters 37 Applications Supported by Insbridge 7 ASP NET SoftRater WSI 12 Attribute env_def 20 37 renc 37 result_def 21 38 Rules 21 38 Attributes AddRoot 30 46 c Node 21 24 39 42 company_nm 24 41 d 24 42 desc 22 39 env_def 20 37 gen_date 23 41 i 22 24 25 39 40 42 Line of Business 20 37 lob 20 23
22. 17 35 OutputMappingType Identifier 17 35 OutputSchema Identifier 18 35 Overriding Default Character Encoding 20 37 Default Mapping Group 21 38 Default Rating Environment 20 37 P parent_id Attributes 21 38 Ping Web Services Interface 12 Policy Category Children 22 24 39 42 Process Message 14 ProcessAsyncMessage Web Services Interface 12 ProcessCustomMessage Web Services Interface 12 Processing Data In and Out of System 17 35 SoftRater Engine 12 ProcessMessage Web Services Interface 12 Program Identifier 17 35 Program Node Example 24 41 Program Node w Heading Option Request Example 24 41 Program Nodes In Header 20 38 program_id Attributes 21 24 38 41 Example 21 38 Rules 21 38 53 Index program_ver Attributes 21 38 Proxy Classes Generating 13 32 Purging Misses Cache 10 R Rate Node Example 20 37 Rate Request Node to Mark Beginning 20 37 Rate Request Document 19 36 Rate Request Result Marking Beginning 23 41 RateManager Environment Cache Exceptions 11 Rating Multiple Lines of Business 31 47 Multiple States 31 47 Rating Arguments 16 34 Rating Environment Overriding 20 37 Rating Integration Options 16 34 Rating Request Response XML 19 36 ReceiveAsyncMessage Web Services Interface 12 renc 20 37 Attributes 37 Request XML Result Nodes 23 41 Requirements Rate Node 20 37 Result Documents Setting Opt
23. 2 Richardson Dallas Texas 4 75083 Richardson Dallas Texas 5 75085 Richardson Dallas Texas Chapter 2 Introduction to SoftRater Caching Then the following data request would be considered a hit and a value of 3 would be stored for the mapped variable ZIP Code 75082 City Richardson County Dallas State Texas If this same request had not been made previously then a call would be made to the database to retrieve the information Once obtained the information would be stored in the cache as a hit A subsequent request with this same information would result in the information being found in the cache and a call to the database would not be necessary WHAT IS A CACHE Miss Anytime a value is not found in a mapped variable table for a specific set of criteria it is considered a cache miss All misses are stored in the cache however the Category Miss Buffer Purge can be set to purge a certain percentage of the misses Consider the following mapped variable table Variable Criteria Territory Code ZIP Code City County State 1 75080 Richardson Dallas Texas 2 75081 Richardson Dallas Texas 3 75082 Richardson Dallas Texas 4 75083 Richardson Dallas Texas 5 75085 Richardson Dallas Texas Then the following data request would be considered a miss and the default value for the mapped variable would be used ZIP Code 75084 City Richardson County Dallas State Texas If thi
24. 33 Chapter 8 RATING ARGUMENTS FOR JAVA The SoftRater engine rating arguments control the handling of XML data out of the system Rating arguments are optional For optimal performance use the following arguments for your rating integration Add Root Node Use default False If submitting multiple rate request documents this option is typically set to true to make the result document a valid XML document Add Inputs Use default False When set to true the full request Insbridge XML document is returned in the result Insbridge XML document making the XML document much larger than normal Add Heading Use default False When set to true the program name description information is returned in the result XML also Add Result Descriptions Use default False When set to true each result item includes the RateManager variable result name along with the result id and value Making the result XML much larger Typically most integration operates on the result IDs and descriptions are not needed when building an automated system Add Empty Results Use default False When set to true a defined result item whose value is empty i e blank is still created and returned blank in the resulting Insbridge XML If your program design requires a number of optional results you could have blank results items in your XML Debug Output Use default False When set to false no debug report will be is
25. 34 gt lt m i COV Replacement Cost Dwelling v 0 gt lt m i Dwelling_13 v 0 gt lt m i Dwelling_13 v 674 gt lt m i COV Business Pursuits v 0 gt lt m i COV Permitted Incidental Occupancies v 0 gt lt m i COV Personal Injury v 0 gt lt m i Dwelling_17 v 0 02 gt lt m i Dwelling_18 v 0 gt lt m i Dwelling_ 19 v 0 gt lt m i CREDIT Multi Policy Discount v 0 gt lt m i CREDIT Neighborhood Watch v 0 gt lt m i CREDIT New Home v 0 20 gt lt m i CREDIT New Loan v 0 10 gt lt m i CREDIT Protective Devices v 0 020000000 gt lt m i Dwelling_25 v 0 gt lt m i SEC_ C Personal Property v 213500 gt lt m i SEC_ D Loss of Use v 122000 gt lt m i SEC_I A Dwelling v 305000 gt lt m i SEC_II Personal Liability Each Occurrence v 500000 gt lt m i SEC_II Medical Payments Each Person v 2000 gt lt m i SEC_I B Other Structures v 30500 gt lt m i Total Annual Premium v 674 gt lt m i DED Standard Deductible v 1000 gt lt m i COV Replacement Cost Comp v 1 gt lt m i Total Earthquake Annual Prem v 0 gt lt m i EQ Loss of Use v 25000 gt lt m i EQ Personal Property v 152500 gt 40 Chapter 10 Insbridge XML Java Example lt m i EQ Dwelling Limit v 305000 gt lt m i DED Earthquake Deductible v 30500 gt lt c gt lt c i 0 gt lt m i SELECTED_TEIR v SPECIAL gt lt m
26. ABC1234 AUTO gen_date 2 9 2010 1 50 31 PM gt lt rate policyld ABC1234 AUTO gt lt rate gt lt result gt Input Overrides By specifying input values in the lt program gt node within the lt header gt section of the input XML those values will be used for that program when it is processed by SoftRater regardless of whether those values are present in the body of the XML request This allows each program found in the lt header gt to use the common set of inputs provided in the rate request body and either provide additional inputs that are relevant only to that program or provide overriding inputs values to ones found in the body for use during rating Example lt rate lob 1 gt lt heading gt lt program parent_id 2 program_id 1 program_ver 3 gt lt c i 0 d Policy gt lt m i 11 n Policy Program Specific Something v 1029 gt lt m i 12 n Custom Question 1 v XYZ gt lt c i 3 d driver gt lt m i 2 n gender v Female gt lt m i 3 n Custom Driver Question 1 v ABC gt lt c gt lt c gt lt program gt lt program parent_id 2 program_id 7 program_ver 3 gt lt heading gt lt c i 0 d Policy gt lt m i 11 n Policy Program Specific Something v 5000 gt lt c i 3 d driver gt lt m i 3 n Custom Driver Question 1 v DEF gt lt rate gt Time Statistics Time tracking statistics can be included if enabled on the
27. Age v gt lt m i 1215 n SeclnsuredAge v gt lt c i 5 desc Home gt lt c i 7 desc Scheduled Property gt Ae lt c gt lt c i 5 desc Home gt lt c gt lt c gt lt m gt Node Map The lt m gt map node represents an individual attribute value pair mapped for a specific SoftRater Package hosted by SoftRater In the input case it identifies an input attribute recognized by the SoftRater 39 Chapter 10 Insbridge XML Java Example Package or Packages listed in the lt heading gt node and its associated value The lt m gt node s attributes are defined as follows i input identifier Required n name description of input Optional v value of input Required The lt m gt node is always a child of a lt c gt category node and is an attribute value pair for that specific category instance INSBRIDGE XML RESULT FORMAT The following is an example of an Insbridge rate request result XML document The result XML is very similar to the input XML format lt result lob 2 st 6 gen_date 2 19 2010 1 55 32 PM gt lt program parent_id 900 program_id 1 program_ver 1 status PASS gt lt C i 5 gt lt m i Dwelling_1 v 640 gt lt m i Dwelling_3 v 0 gt lt m i Dwelling_5 v 0 gt lt m i replec v 0 gt lt m i COV Replacement Cost Contents v 0 gt lt m i COV Mortgage Payment v 0 gt lt m i Dwelling_10 v 0 gt lt m i Dwelling_11 v
28. Insbridge Framework Administrator SoftRater Engine page The following node segment will be included in the Insbridge Response XML document returned from the engine Example lt stats gt lt start_time gt 02 06 2010 04 25 35 0280 PM lt start_time gt 43 Chapter 10 Insbridge XML Java Example lt stop_time gt 02 06 2010 04 25 35 0316 PM lt stop_time gt lt running_time gt 36 lt running_time gt lt stats gt lt start_time gt The lt start_time gt is the internal system tracking time from the just before the SoftRaterEJB engine starts any processing parsing or any manipulation of the Insbridge XML Request but after the XML payload has been marshaled from the integrate client to the SoftRaterEJB system lt stop_time gt The lt stop_time gt is the internal system tracking time after all program execution and just before the SoftRaterEJB engine closes the Insbridge Response XML document which will be marshaled back to the integrating client lt running_time gt The lt running_time gt is the different in Milliseconds from the lt start_time gt and lt stop_ time gt It represents the transactional duration of the program processing the request NOTE Running Time is shown in milliseconds 10 seconds Examples Single Rate Request Insbridge XML Request Format lt rate lob 2 tracking_attribute env_def gt lt heading gt lt program parent_id 700 program_id 24 program_ver 1 gt lt heading
29. ML Input format to the SoftRater Engine for processing After the SoftRater Engine completes processing the result InsbridgeRate XML Output format is forwarded through HTTP back to the requesting process When rating custom XML the engine has the option of stateful rating The SoftRater WSI will add the contents of the rating results to the document that was submitted for rating This is an important consideration when constructing XSLT mapping files NOTE If you are submitting Insbridge XML using a testing tool it is required to use HTTP POST instead of SOAP SOAP should only be used when rating custom XML If present or if you are using NET SOAP remove lt MappedRateRequest gt section from the SOAP header WEB SERVICES INTERFACES FOR WINDOWS SoftRater provides Web Service Interface for a SoftRater Rating XEngine The following operations are supported For a formal definition please review the Service Description found on your IBFA instance at http lt yourserver gt ibfa connectors softrater asmx e Ping This obtains the status of the Insbridge XEngine e ProcessAsyncMessage Submit Rate Request to the Insbridge XEngine Rate Broker e ProcessCustomMessage Obtain Rates from the Insbridge XEngine using custom xml You also can use this method for an Insbridge XML request The Java returned is in string format and is not loaded in a system XML document object ProcessCustomMessage should be used for non NET communication i
30. MapRequest SOAP options below for your rating integration NOTE NOTE Lob Identifier of the Line Of Business Subscriber Identifier of the Subscriber Program Identifier of the Program Version Identifier of the Program Version InputMappingldentifier Name of the Custom Mapping Document InputMappingType Integer for the Custom Mapping Document 0 None no input mapping should be performed 1 Global input mapping is global to the Line of Business Mapping name required 2 Local input mapping is unique to the program version 3 Custom input mapping of the customer that has been added into the workflow Mapping name required OutputMappingldentifier Name of the Custom Mapping Document OutputMappingType Integer for the Custom Mapping Document 0 None no output mapping should be performed 1 Global output mapping is global to the Line of Business 2 Local output mapping is unique to the program version 3 Custom output mapping of the customer that has been added into the workflow OutputMappingStateful The SoftRater WSI will add the contents of the rating results to the document that was submitted for rating OutputErrorXPathLoc Location of any system errors that occurred during the WebService request that are not related to SoftRater By default an error node is created at the root level UseResultEncoding setting should be set to 1 This will allow enco
31. ORACLE INSURANCE Oracle Insurance Insbridge Rating and Underwriting SoftRater User Guide Release 4 6 1 November 2012 ORACLE Copyright 2005 2012 Oracle and or its affiliates All rights reserved Oracle Insurance Insbridge Rating and Underwriting SoftRater User Guide Release 4 6 1 Part E36925 01 Library E36936 01 November 2012 Primary Author Mary Elizabeth Wiger This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing If this software or related documentation is delivered to the U S Government or anyone licensing it on behalf of the U S Government the following notice is applicable U S GOVERNMENT RIGHTS Programs software databases and related documentation and technical data delivered to U S Government customers are commercial computer software or
32. SoftRater WSI will add the contents of the rating results to the document that was submitted for rating This is an important consideration when constructing XSLT mapping files Software Integration Methods 32 1 2 HTTP SOAP Proxy SoftRater Web Service WSDL documents can be found in IBSS From the WSDL documents proxy classes can be generated to communicate with the installed SoftRater instance The SoftRater Web Service WSDL document and a sample SoftRater SOAP proxy class instance are located in IBSS gt SoftRater Version 3 gt Get Sample Files Whether the sample SoftRaterProxy class is used or a new one is generated from the WSDL interface the integrating application must call the setEndPoint method to set the target hosting URL for the SoftRater instance SOAP end point information is located in IBSS IBSS gt SoftRater Version 3 gt Get WSDL url and IBSS gt SoftData Version 1 gt Get WSDL url HTTP POST A lite weight Web Service Interface JSP page is provided as an interface for clients with just web form POST abilities Custom XML cannot be submitted from this interface The URL to the POST interface should be the following http lt yourserver gt PORT IBSS softrater Iwsi RateBase jsp EJB Direct JNDI interfacing The EJB interfaces for creating service clients which creates SoftRater instances e WebSphere JNDI Path ejb com insbridge softrater SoftRaterHome e WebLogic JNDI Path
33. W Web Service Interface 12 Web Service Interface ASP Page 13 Web Service Interface JSP Page 32 Web Services 14 WebSphere EJB component 32 WSDL Documents 13 32 WSI 12 X XML Insbridge 19 36 Invalid Characters 20 37 Usage in SoftRater 19 36 Usage in SoftRater WSI 12 XML Data Out of System 16 34 XML Document Example 19 36 Multiple Rate Requests 29 46 Returned 29 43 XML Envelope 24 41 55
34. ace WSI or Direct EJB Interfacing This guide contains reference information on these SoftRater engines SoftRater for Windows SoftRater for WebSphere SoftRater for WebLogic SoftRater for JBoss e e H H Document Composition Individual reference guides for SoftRater for WebSphere SoftRater for WebLogic and SoftRater for JBoss are now consolidated under the SoftRater for Java title SoftRater for Java provides one central location to reference materials that apply to all Java platforms Installation instructions are available for each engine platform SoftRater for Windows references will be included in the SoftRater User Guide as well AUDIENCE This guide is intended for SoftRater system administrators who are tasked with administering SoftRater Readers of this guide should be familiar with XML HTTP RELATED DOCUMENTS For more information refer to the following Oracle resources e The Oracle Insurance Insbridge Rating and Underwriting Framework Administrator User Guide e The Oracle Insurance Insbridge Rating and Underwriting SoftRater Server User Guide e You can view these guides in line at this address http www oracle com technetwork documentation insurance 097481 html Preface CONVENTIONS The following text conventions are used in this document Convention Description Boldface type indicates graphical user interface elements associated with an bold action talie Italic type indicates book titles emph
35. ams The server is restarted or shutdown Cache will equal true even when the cached program is manually removed from IBFA As long as cache is on the Insbridge Engine will use the cache that the current rate request enters itself or from other requests CACHE USE EXCEPTION There is an occasion when SoftRater will not use the cache when rating The environment being rated against has a Catalog Type of RateManager The RateManager environment is the location that all local packages are loaded to upon creation Typically the RateManager environment is only rated against during program development or to debug a rating issue This is usually done through Testing however it can be done through the SoftRater Test Interface as well Since the development environment is very dynamic caching would actually slow down rating in most cases 11 Chapter 3 SOFTWARE INTEGRATION FOR WINDOWS The Web Service Interface WSI provides a platform environment and language neutral mechanism for business process interoperability using two common denominators of the Internet XML and HTTP The SoftRater WSI is supported through the use of Microsoft Internet Information Server IIS and ASP NET Supported operations are SOAP and HTTP POST In order to utilize the SoftRater rating arguments the document must be a SOAP envelope Upon request the URL configures an instance of the SoftRater Engine from those arguments and forwards the InsbridgeRate X
36. asis or placeholder variables for which you supply particular values Monospace type indicates commands within a paragraph URLs code in monospace examples text that appears on the screen or text that you enter SYSTEM REQUIREMENTS For minimum operating system and hardware requirements please see the Hardware Software requirements guide Manual History New editions incorporate any updates issued since the previous edition Edition Publication Product Publication Date Comment Number Version 15 Edition P01 721 15 R 4 0 April 2010 Update Version and Combine 167 Edition P01 721 16 R 4 0 1 August 2010 Update Release 17 Edition P01 721 17 R 4 1 December 2010 Update Release 18 Edition _P01 721 18 R 4 5 May 2011 Update Release 19 Edition P01 721 19 R 4 5 1 September 2011 Update Release SAT Peg A AA AA ea 20 Edition P01 721 20 R 4 6 May 2012 Update Release R 4 6 1 November 2012 21 Edition P01 721 21 Update Release vi Chapter 1 INTRODUCTION TO SOFTRATER SoftRater is the rating engine portion of the Oracle Insurance Insbridge Rating and Underwriting IBRU system The SoftRater rating engine is updated with logic created in RateManager and is the run time environment for a company s rates SoftRater supports request integration through a Web Services SOAP interface or through native Java or NET interfaces The engine is multi platform and has the ability to process rates in both a transacti
37. ate node where Result_Code is the result code shown in RateManager lt program parent_id 123 program_id 1 program_ver 1 result_def CA7E730716 gt Home Program Explorer Austin Version 1 Output Mapping X Output Mapping Austin 1 c New Create Package SI Test Program ha Notes P SSS to Group Name Last Updated Enable Default D V Output Separately Result Code Austini Mar 15 2010 11 46AM CA7E730716 Figure 1 Result Code Windows In order for you to be able to use a result group it must have been Enabled when the package was created see the RateManager topic Editing Result Group Options lt c gt Node Category The lt c gt category node marks the beginning of input data for a specific category of information i e home car driver policy etc It has the following attributes 21 Chapter 6 Insbridge XML Windows Example i identifier Zero always indicates Policy level inputs other categories are user definable Required desc description of category Optional Example lt c i 0 desc Policy gt The Policy category is always a direct child of the lt rate gt node except for overrides in the lt program gt node described later It is also the top level category node The Policy category node typically has an ID of zero i e i 0 Item level categories are nested under the Policy category node Example lt c i 0 desc P
38. bridge Fwk APP EAR Target JAR 32 InsbridgeRate XML 12 Integration Software 12 Software 32 Interface Example 33 Interfaces EJB 32 URL to POST 32 Invalid Characters Overriding Default 20 37 Item level Categories 22 24 39 42 J Javascript Example 14 JNDI Path Typical 32 JSP Page Web Service Interface 32 L Less Than Invalid Characters 37 Line of Business Attribute 20 37 lob Attributes 20 23 37 41 Lob Identifier 17 35 M Map Node Children 22 25 40 42 Mapped Variable Storing Information 9 Mapped Variables Cache 9 10 Mapping Group Overriding 21 38 Microsoft Internet Information Server SoftRater WSI 12 Microsoft SQL Server SoftRater 7 Multiple lt rate gt Nodes 31 47 Example 29 46 Multiple Line of Business Request Example 31 47 Multiple Program Nodes Example 30 46 Multiple Rate Request Example 29 46 Multiple State Request Example 31 47 N n Attribute 22 25 40 42 Node Category 21 24 39 42 Heading 20 38 Input 25 42 Map 22 25 39 42 Program 21 24 38 41 Rate 20 37 Result 23 41 Running Time 29 44 Start Time 29 44 Stop Time 29 44 O Options MapRequest SOAP 17 35 Rating Integration 16 34 Output Data Marking Beginning 24 42 Output Format InsbridgeRate XML 12 Output XML Document 19 36 OutputErrorXPathLoc Identifier 18 35 OutputMappingldentifier Identifier 17 35 OutputMappingStateful Identifier
39. ding 0 no encoding No encoding may result in errors if special characters are submitted in the XML If you are using custom XML to rate or test the mapping name may need to be passed through The Input Mapping Type arguments Global and Custom require the name of the mapping file The OutputSchema web services argument is no longer being used This argument displayed the path of any schema that the WSI should validate against If you are currently using this you can leave it in the custom XML 35 Chapter 10 INSBRIDGE XML JAVA EXAMPLE XML is the primary data exchange mechanism used by Oracle Insurance Insbridge Rating and Underwriting system to communicate information electronically with external and internal software systems Insbridge s rating request input XML is designed to be flexible and efficient It allows for single or multiple rate requests to be submitted via one input XML document The rate requests embedded in this single document can be targeted to multiple states and or multiple lines of business Multiple versions of a rating package also can be targeted in a single rate request document The rating request response XML is also streamlined to present all the results to the various request methods described above in a single output XML document INSBRIDGE XML REQUEST FORMAT The following is an example of an Insbridge rate request XML document lt rate lob 2 tracking_attribute env_def gt lt headin
40. e lt program gt nodes in the heading node each program version located during execution will generate a lt program gt node in the result data The result XML program node attributes are defined as follows Parent or Insbridge Company parent_id identifier available by default program_id Selected Program Identifier available by default ver Selected Program Version Identifier available by default Status Status of program rate request available by default company_nm Parent Corporate name with AddHeading request option program_nm Program name with AddHeading request option OR ree version_nm Version name with AddHeading request option Example base lt program parent_id 500 program_id 3 ver 2 status PASS gt Example with AddHeading option requested lt program parent_id 200 program_id 32 ver 4 company_nm NewCo Mutual program_nm Texas 6 Month ver_nm Performance status PASS gt lt c gt Node Category The lt c gt category node marks the beginning of output data for a specific category of information i e home car driver policy etc It has the following attributes i identifier Zero always indicates Policy level inputs other categories are user defined available by default d description of category with AddResultDesc request option Example lt c i 0 d Policy gt The Policy category is always a direct child of the lt program
41. ent calling application that communicates with SoftRater If upgrades are done to the SoftRater for Java engines without updating the calling applications the calling application will fail Please update a test environment prior to deploying to production Install the EAR file in a test environment to obtain the WSDL Update your calling application and then test When testing is complete you can upgrade your other environments NOTE Customers running a Windows only environment without a Java component will not be affected These updates are for any instance going from 3 12 to a greater of SoftRater for Java engines only 49 Support CONTACTING SUPPORT If you need assistance with an Oracle Insurance Insbridge Rating and Underwriting System product please log a Service Request using My Oracle Support at https support oracle com Address any additional inquiries to Oracle Corporation World Headquarters 500 Oracle Parkwa Redwood Shores CA 94065 U S A Worldwide Inquiries Phone 1 650 506 7000 Fax 1 650 506 7200 oracle com TTY Access to Oracle Support Services Oracle provides dedicated Text Telephone TTY access to Oracle Support Services within the United States of America 24 hours a day seven days a week For TTY support call 800 446 2398 Deaf Hard of Hearing Access to Oracle Support Services To reach Oracle Support Services use a telecommunications relay service TRS to call Oracle Support at 1 8
42. ent or Insbridge Company Identifier available by default program_id Selected Program Identifier available by default ver Selected Program Version Identifier available by default Status Status of program rate request available by default company_nm Parent Corporate name with AddHeading request option program_nm_ Program name with AddHeading request option version nm Version name with AddHeading request option Example base lt program parent_id 500 program_id 3 ver 2 status PASS gt Example with add heading option requested lt program parent_id 200 program_id 32 ver 4 company_nm NewCo Mutual program_nm Texas 6 Month ver_nm Performance status PASS gt 41 Chapter 10 Insbridge XML Java Example lt c gt Node Category The lt c gt category node marks the beginning of output data for a specific category of information i e home car driver policy etc It has the following attributes i identifier Zero always indicates Policy level inputs other categories are user defined available by default d description of category with AddResultDesc request option Example lt c i 0 d Policy gt The Policy category is always a direct child of the lt program gt node It is also typically the top level category node The Policy category node typically has an ID of zero i e i 0 Item level user defined categories are nested under the Policy ca
43. f the customer that has been added into the workflow e OutputMappingStateful The SoftRater WSI will add the contents of the rating results to the document that was submitted for rating 17 Chapter 5 Custom XML Arguments for Windows NOTE NOTE OutputErrorXPathLoc Location of any system errors that occurred during the WebService request that are not related to SoftRater for Windows By default an error node is created at the root level If you are using custom XML to rate or test the mapping name may need to be passed through The Input Mapping Type arguments Global and Custom require the name of the mapping file The OutputSchema web services argument is no longer being used This argument displayed the path of any schema that the WSI should validate against If you are currently using this you can leave it in the custom XML Chapter 6 INSBRIDGE XML WINDOWS EXAMPLE XML is the primary data exchange mechanism used by Oracle Insurance Insbridge Rating and Underwriting system to communicate information electronically with external and internal software systems Insbridge s rating request input XML is designed to be flexible and efficient It allows for single or multiple rate requests to be submitted via one input XML document The rate requests embedded in this single document can be targeted to multiple states and or multiple lines of business Multiple versions of a rating package also can be targeted in a si
44. g gt lt program parent_id 700 program_id 24 program_ver 1 gt lt heading gt lt c i 0 desc Policy gt lt m i 1086 n PackageDiscind v gt lt m i 1094 n RenewalRetentionCreditind v gt lt m i 1157 n CompanyCode v gt lt m i 1212 n Eff Date v gt lt m i 1214 n PriminsuredAge v gt lt m i 1215 n SecinsuredAge v gt lt m i 1222 n Renewallnd v gt lt c i 5 desc Home gt lt m i 1083 n TerritoryCode v gt lt m i 1084 n ResidenceType v gt lt m i 1087 n ProtectionClass v gt lt m i 1095 n Wood Tile SlateRoofType v gt lt m i 1096 n HomeDeductible v gt lt m i 1098 n WindstormOrHailDeductible v gt lt m i 1100 n CentralStationFireAlarmind v gt lt m i 1101 n CentralStationBurglarAlarmind v gt lt c i 8 desc Coverage gt lt m i 1204 n CovCd v gt lt m i 1205 n CovLimit v gt lt m i 1207 n CovEff Date v gt lt c gt lt c i 9 desc Endorsement gt lt m i 1181 n EndorCd v gt lt m i 1182 n EndorRatelnd v gt lt m i 1190 n EndorEff_ Date v gt 36 Chapter 10 Insbridge XML Java Example lt m i 1191 n Parm5 v gt lt c gt lt c gt lt c gt lt rate gt lt rate gt Node The lt rate gt node marks the beginning of a rate request for a specific line of business This node has the required attribute lob
45. gt lt program parent_id 2 program_id 41 gt _ _ Results for Home lt C gt lt C gt lt program gt lt result gt lt ibdoc gt Multi Line of Business Request To rate against multiple lines of business using one request XML document it is recommended to follow the Multiple lt rate gt nodes request model In the following example we are targeting two lines of business for rating Auto and Home The lob attribute in the lt rate gt node signifies which line of business will be rated against This rate request XML lt ibdoc gt lt rate lob 1 gt lt rate gt lt rate lob 2 gt lt rate gt lt ibdoc gt Will produce this result XML Results for CA lt ibdoc gt lt result lob 1 gen_date 2 9 2010 1 50 31 PM gt lt result gt lt result lob 2 gen_date 2 9 2010 1 50 45 PM gt lt result gt lt ibdoc gt el Results for TX 31 Chapter 7 SOFTWARE INTEGRATION FOR JAVA SoftRater is an EJB component hosted in the Application Server and accessible through the following software integration methods Each Application Server has a default port that is used NOTE WebLogic Port 7001 WebSphere Port 9080 JBoss Port 8080 PORT will change depending on your Application Server These defaults are current as of the IBRU 4 6 1 Release When rating custom XML the engine has the option of stateful rating The
46. h has been executed and with which you agree to comply This document and information contained herein may not be disclosed copied reproduced or distributed to anyone outside Oracle without prior written consent of Oracle This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates CONTENTS CHAPTER 1 CHAPTER 2 CHAPTER 3 CHAPTER 4 CHAPTER 5 CHAPTER 6 PR FAGES 2 a oaia e eae nd de a alta eat V Lee Te v Related Documents iii v aa EEN vi System Reg ireme EE vi Manual History ca ca ea et a e e na a na a a aaa i vi INTRODUCTION TO SOFTRATER men ana nn ana amana 7 INTRODUCTION TO SOFTRATER CACHING nene nenea ana anna 9 What is a Cache Hit mn creatia aaa aa bata al ctiacetveadedersssaegtveddatbessiagelveadeacunene 9 What is a Cache Mise 10 When is Information Removed from the Cache 11 Cache Use Exception d ie aa a ca eee a aceia a ada aN apa aa 11 SOFTWARE INTEGRATION FOR WINDOWS 12 Web Services Interfaces for Windows mean nea nnaaeanaee naeeana 12 Using fe RRE 13 SOAP Example HTTP SOAP Proxy iii 13 EXGIMPIOS E 14 JavaScript Web Genvices mm nea eiiie aaaea aaa aada 14 C Example Web Services Process Message 14 C Example Web Services Custom Message 15 RATING ARGUMENTS FOR WINDOWS us 16 CUSTOM XML ARGUMENTS FOR WINDOWS 17 INSBRIDGE XML WINDOWS EXAMPLE iii 19 Insbridge XML Request For
47. has also been added to the SoftRater User Guide Chapters in this guide that pertain to SoftRater for Windows are indentified Chapter 2 INTRODUCTION TO SOFTRATER CACHING The SoftRater engine enables SoftRater to store mapped variable information in memory for quick access This reduces the amount of information that must be pulled from the database and dramatically improves rating time The cache is broken down by line of business program version and environment This means that information for the following could all exist in the cache at the same time independent of one another i e removing or updating one does not remove or update any of the others Program Version Environment For more information see the following topics What is a Cache Hit What is a Cache Miss When is Information Removed from the Cache Cache Use Exceptions For information on configuring the cache see the Insbridge Framework Administrator topic Introduction to SoftRater Engine Configuration and the SoftRater Server topic Program Cache WHAT IS A CACHE HIT Any time a value is found in a mapped variable table for a specific set of criteria it is considered a cache hit All hits are stored in the cache For example consider the following mapped variable table Variable Criteria Territory Code ZIP Code City County State 1 75080 Richardson Dallas Texas 2 75081 Richardson Dallas Texas 3 7508
48. i Total Policy Premium v 674 gt lt c gt lt program gt lt result gt The same nodes are present in the output XML as were found in the input XML however their meanings are slightly different lt result gt Node The lt result gt node marks the beginning of a rate request result There is a one to one correspondence between lt rate gt nodes in the request XML to lt result gt nodes in the response XML The result node attributes are defined as follows lob line of business indicator corresponding to the lt rate gt request nodes lob attribute gen_date server creation timestamp indicating when this response was created The tracking attributes on the lt rate gt node are returned in the result XML document as attributes in the lt result gt node Example lt rate lob 2 policyld A1206 gen_date 2 9 2010 1 50 31 PM gt lt program gt Node The result lt program gt node provides an XML envelope containing all of the formatted data setup in the RateManager application as output results for the program There can be 1 N lt program gt node groups based on 1 N program node groups requested in the input lt rate gt XML document If the original lt rate gt request contained multiple lt program gt nodes in the heading node each program version located during execution will generate a lt program gt node in the result data The result XML program node attributes are defined as follows parent_id Par
49. ions 16 17 34 35 Result Group Enabled 21 39 Result Node Example 24 41 Output XML 20 37 result_def 21 38 Root Level Error Node Created 18 35 Rules Attribute 21 38 S Sample SOAP Proxy Class 32 Server Restarted or Shutdown SoftRater 11 Setting Target Hosting 32 Setting Options Result Documents 16 17 34 35 Several Rates Requesting 29 46 Single Quote Invalid Characters 37 54 Single Rate Request Example 29 45 SOAP Options 17 35 Supported Operations 12 SOAP Proxy Class Sample 32 SoftRater Definition v Engine Perform 7 Input Overrides 25 43 SoftRater Engine Processing 12 Rating Arguments 16 34 SoftRater Explorer Configuration Settings Updated 11 SoftRater Web Service 13 SoftRater WSI Processing XML Data 17 35 SoftRaterEJB Engine Start Processing 29 44 Stop Processing 29 44 SoftRaterEJB jar Target JAR 32 SoftRaterProxy Class 32 Software Integration 12 32 Status Attributes 24 41 Submit Insbridge XML IBSS 34 Submitting Rate Requests via XML 19 36 Subscriber Identifier 17 35 Supported Operations 12 Switches lt program gt node 38 7 Target Hosting Setting 32 Target JAR 32 Time Statistics 29 43 Example 29 43 Tracking Attributes 20 37 V v Attribute 22 25 40 42 Variables Storing Mapped Variable Information 9 ver Attributes 24 41 Version Identifier 17 35 version Dm Attributes 24 41
50. llected as tracking attributes to be returned in the result XML document as attributes in the lt result gt node This allows the original rate request to be uniquely tracked with its result XML document by any identification elements available to the calling subsystem In the example below the policyld A1206 attribute value pair would be mirrored on the lt result gt node of the resulting output XML Example lt rate lob 2 policyld A1206 gt This rate request may be targeted to one or more rating logic instances based on what is found in the lt heading gt node 37 Chapter 10 Insbridge XML Java Example lt heading gt Node The lt heading gt node serves only as a container for lt program gt nodes and has no attributes If multiple lt program gt nodes are found in the heading node then rating is performed for each node if possible and appropriate results are generated in the output XML Example lt heading gt lt program parent_id 700 program_id 24 program_ver 1 gt lt program parent_id 700 program_id 22 program_ver 1 gt lt heading gt lt program gt Node The lt program gt node specifies a specific SoftRater Package rating engine logic instance to run this rate request against A program typically represents rating logic for a particular State and line of business e g Texas Auto insurance California Home insurance The program node attributes are defined as follows
51. mat 19 Insbridge XML Result Format 22 Input Overrides Shopping Feature cemnee nenea nea nn nana ana ana nes 25 ll 29 CHAPTER 7 CHAPTER 8 CHAPTER 9 CHAPTER 10 NOTICE SUPPORT INDEX Contents SOFTWARE INTEGRATION FOR JAVA nenea anna anna 32 Software Integration Methode nenea nene aa ana anna 32 RATING ARGUMENTS FOR JAVA eee nea ana nana ana ana 34 CUSTOM XML ARGUMENTS FOR JAVA iii 35 INSBRIDGE XML JAVA ESAMPDLE nenea na amana ana ana 36 Insbridge XML Request Format 36 Insbridge XML Result Format 40 EXAMPIOS laced coasta aaa dada ni EE O ee et d td a lea 44 UPGRADE NOTICE te ante at cp aa e a a d ea a ara 49 CONTACTING SUPPORT ta ee ata oa eat eta at ee ea a aa Ela e bac 50 TTY Access to Oracle Support Services nenea nea ana nana 50 Deaf Hard of Hearing Access to Oracle Support Services 50 INDEX eue e adie ae alte Dat aaa a n d a e a 51 LIST OF FIGURES FIGURE 1 RESULT CODE WINDOWS FIGURE 2 SOFTRATER SWITCHES Preface PREFACE Welcome to the Oracle Insurance Insbridge Rating and Underwriting SoftRater User Guide This guide describes the concepts and usage of Oracle Insurance Insbridge Rating and Underwriting SoftRater SoftRater This guide is describes the concepts and requirements of SoftRater It provides a reference for developers to properly interact with the Insbridge SoftRater Engine either through SOAP POST Web Services Interf
52. me Statistics Time tracking statistics can be included if enabled on the Insbridge Framework Administrator SoftRater Engine page A time node segment will be included in the Insbridge Response XML document returned from the engine Example lt stats gt lt start_time gt 02 06 2010 04 25 35 0280 PM lt start_time gt lt stop_time gt 02 06 2010 04 25 35 0316 PM lt stop_time gt lt running_time gt 36 lt running_time gt lt stats gt lt start_time gt The lt start_time gt is the internal system tracking time from the just before the SoftRaterEJB engine starts any processing parsing or any manipulation of the Insbridge XML Request but after the XML payload has been marshaled from the integrate client to the SoftRaterEJB system lt stop_time gt The lt stop_time gt is the internal system tracking time after all program execution and just before the SoftRaterEJB engine closes the Insbridge Response XML document which will be marshaled back to the integrating client lt running_time gt The lt running_time gt is the different in Milliseconds from the lt start_time gt and lt stop_ time gt It represents the transactional duration of the program processing the request NOTE Running Time is shown in milliseconds 1 0 seconds Examples Single Rate Request See Insbridge XML Request Format and Insbridge XML Result Format Multiple Rate Requests in a Single XML Document It is possible to request several rates from a
53. n normal e Add Heading Use default 0 When set to true the program name description information is returned in the result XML also e Add Result Descriptions Use default 0 When set to true each result item includes the RateManager variable result name along with the result id and value Making the result XML much larger Typically most integration operates on the result IDs and descriptions are not needed when building an automated system e Add Empty Results Use default 0 When set to true a defined result item whose value is empty i e blank is still created and returned blank in the resulting Insbridge XML If your program design requires a number of optional results you could have blank results items in your XML e Debug Output Use default 0 When set to false no debug report will be issued Set to true if you would like a debug report e EnvRef Use default blank When left blank the default environment defined in setup will be used To specifically define an environment enter in the environment name Entering a value here will override any value entered in the file If no arguments are sent the default values will be used Chapter 5 CUSTOM XML ARGUMENTS FOR WINDOWS The SoftRater WSI controls the processing transformations of XML data in and or out of the system Custom XML arguments are required only when you are submitting custom XML If you are using Insbridge XML
54. ngle rate request document The rating request response XML is also streamlined to present all the results to the various request methods described above in a single output XML document Insbridge XML Request Format The following is an example of an Insbridge rate request XML document lt rate lob 2 tracking_attribute env_def gt lt heading gt lt program parent_id 700 program_id 24 program_ver 1 gt lt heading gt lt c i 0 desc Policy gt lt m i 1086 n PackageDiscind v gt lt m i 1094 n RenewalRetentionCreditind v gt lt m i 1157 n CompanyCode v gt lt m i 1212 n Eff_Date v gt lt m i 1214 n PriminsuredAge v gt lt m i 1215 n SecinsuredAge v gt lt m i 1222 n Renewallnd v gt lt c i 5 desc Home gt lt m i 1083 n TerritoryCode v gt lt m i 1084 n ResidenceType v gt lt m i 1087 n ProtectionClass v gt lt m i 1095 n Wood Tile SlateRoofT ype v gt lt m i 1096 n HomeDeductible v gt lt m i 1098 n WindstormOrHailDeductible v gt lt m i 1100 n CentralStationFireAlarmInd v gt lt m i 1101 n CentralStationBurglarAlarmind v gt lt c i 8 desc Coverage gt lt m i 1204 n CovCd v gt lt m i 1205 n CovLimit v gt lt m i 1207 n CovEff Date v gt lt c gt lt c i 9 desc Endorsement gt lt m i 1181 n EndorCd v gt lt m i 1182 n EndorRa
55. nties of any kind with respect to third party content products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services Where an Oracle offering includes third party content or software we may be required to include related notices For information on third party notices and the software and related documentation in connection with which they need to be included please contact the attorney from the Development and Strategic Initiatives Legal Group that supports the development team for the Oracle offering Contact information can be found on the Attorney Contact Chart The information contained in this document is for informational sharing purposes only and should be considered in your capacity as a customer advisory board member or pursuant to your beta trial agreement only It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisions The development release and timing of any features or functionality described in this document remains at the sole discretion of Oracle This document in any form software or printed matter contains proprietary information that is the exclusive property of Oracle Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement whic
56. oc gt lt rate gt lt heading gt lt program gt lt program gt lt program gt lt program gt lt heading gt lt C gt lt C gt lt rate gt lt ibdoc gt Will produce this result XML lt ibdoc gt lt result gt lt program gt lt C gt lt C gt lt program gt lt program gt lt C gt lt C gt lt program gt lt result gt lt ibdoc gt 30 Chapter 6 Insbridge XML Windows Example Multi State Request To rate against multiple states using one request XML document it is recommended to follow the Multiple lt program gt nodes request model In the following example we are targeting two Auto programs for rating A program typically represents a State for a specific line of business In this example we will assume CA 21 and TX 41 As discussed earlier in Input Overrides each program entry can specify input values to be used for that particular program This rate request XML lt ibdoc gt lt rate lob 1 gt lt heading gt lt program parent_id 2 program_id 21 gt lt program gt lt program parent_id 2 program_id 41 gt lt program gt lt heading gt lt C gt lt C gt lt rate gt lt ibdoc gt Will produce this result XML lt ibdoc gt lt result lob 1 gen_date 2 9 2010 1 50 31 PM gt lt program parent_id 2 program_id 21 gt __ Results for Auto lt C gt lt C gt lt program
57. olicy gt lt m i 1212 n Eff_Date v gt lt mi 1214 n PriminsuredAge v gt lt m i 1215 n SecinsuredAge v gt lt c i 5 desc Home gt lt c i 7 desc Scheduled Property gt lt c gt lt c gt lt c i 5 desc Home gt lt c gt lt c gt lt m gt Node Map The lt m gt map node represents an individual attribute value pair mapped for a specific SoftRater Package hosted by SoftRater In the input case it identifies an input attribute recognized by the SoftRater Package or Packages listed in the lt heading gt node and its associated value The lt m gt node s attributes are i input identifier Required n name description of input Optional v value of input Required The lt m gt node is always a child of a lt c gt category node and is an attribute value pair for that specific category instance see the Policy category example Insbridge XML Result Format The following is an example of an Insbridge rate request result XML document The result XML is very similar to the input XML format lt result lob 2 st 6 gen_date 2 19 2010 1 55 32 PM gt lt program parent_id 900 program_id 1 program_ver 1 status PASS gt lt c i 5 gt lt m i Dwelling_1 v 640 gt lt m i Dwelling_3 v 0 gt 22 Chapter 6 Insbridge XML Windows Example lt m i Dwelling_5 v 0 gt lt m i replec v 0 gt lt m i COV Replacement Cost Contents v 0
58. onal and batch mode Issuance or Legacy System Workflow Storage Customer Extract Target Presentation Import User Services Web or ZP Presentation Application Customer Target User Existing Policy Portal or Agency Web System Existing Policy Administration N The following application sources are supported by Oracle Insurance Insbridge Rating and Underwriting e Web applications e Server based applications e Mainframe applications e Or any combination of the above SoftRater Service Boundary Optional SoftRater Transformation Engine Product Support Pricing Rating XML Request SoftRater engine accepts XML document requests for rating processing or to extract product data for presentation or workflow purposes The platforms for SoftRater engines are e SoftRater for Windows e SoftRater for Java consisting of SoftRater for WebSphere SoftRater for WebLogic SoftRater for JBoss The SoftRater Engine performs all calculations and underwriting and outputs Insbridge XML which is reformatted for distribution to all application sources For Windows SoftRater utilizes Microsoft SQL Server 2005 SP 4 and 2008 R2 as its data store For Java SoftRater can utilize Microsoft SQL Server 2005 SP 4 and 2008 R2 Oracle 10g and 11g and IBM DB2 v9 5 Chapter 1 Introduction to SoftRater SoftRater for Windows e SoftRater for Windows is tested and are sup
59. optional feature all other attributes provided on the lt rate gt node are collected as tracking attributes to be returned in the result XML document as attributes in the lt result gt node This allows the original rate request to be uniquely tracked with its result XML document by any identification elements available to the calling subsystem In the example below the policyld A1206 attribute value pair would be mirrored on the lt result gt node of the resulting output XML Example lt rate lob 2 policyld A1206 gt This rate request may be targeted to one or more rating logic instances based on what is found in the lt heading gt node described next lt heading gt Node The lt heading gt node serves only as a container for lt program gt nodes and has no attributes If multiple lt program gt nodes are found in the heading node then rating is performed for each node if possible and appropriate results are generated in the output XML Example lt heading gt lt program parent_id 700 program_id 24 program_ver 1 gt lt program parent_id 700 program_id 22 program_ver 1 gt lt heading gt 20 Chapter 6 Insbridge XML Windows Example lt program gt Node The lt program gt node specifies a specific SoftRater Package rating engine logic instance to run this rate request against A program typically represents rating logic for a particular State and line of business e g Texas A
60. parent_id Insbridge identifier typically assigned to a carrier for database lookup purposes Required program id Insbridge identifier assigned to a program rating engine logic instance which represent the rating rules necessary to generate a quote Optional program_ver A particular version of a program Each version may have different rating rules inputs outputs etc Optional Attribute Requirement Rules 1 Ifthe program_id is provided then the version program_ver value is used to select a program version to be processed against the source XML Example lt program parent_id 100 program_id 100 ver 3 gt 2 Ifthe program_id is provided and the program_ver is not the version selection rules for the program identified by program_id are used to select the program version to be processed against the source XML Example lt program parent_id 100 program_id 100 gt The lt program gt node allows mapped input overrides to be specified for a specific program in a multi program or multi state rate request See Multiple Rate Requests in a Single XML Document for more information lt program gt node result_def Allows the user to override the default result mapping group By default SoftRater uses the group that is set up as the default in RateManager To use a different result group add the attribute result_def Result_Code to the rate node where Result_Code is the result code shown in RateManager lt p
61. ported on Windows Server 2008 SoftRater for Java e SoftRater for JBoss is tested and certified on Red Hat JBoss Application Server Versions 7 1 1 Version 7 1 1 Version Name Final Built on 2012 03 09 e SoftRater for WebSphere is tested and are supported on IBM WebSphere V 7 0 and V 6 1 Version 7 0 0 7 Version Name Integrated Solutions Console Build cf70942 55 Built on 10 24 09 Version 6 1 0 0 Version Name Integrated Solutions Console Build b0620 14 Built on 05 16 06 e SoftRater for WebLogic is tested and are supported on Oracle WebLogic Release 11gR1 10 3 2 Release 10 3 2 Version Name 11gR1 NOTE WebLogic Express WLX edition is not currently supported NOTE JBoss WebLogic and WebSphere operate in a variety of environments As long as the application server is compatible with the operating system then SoftRater for Java also will be compatible SoftRater for Java is installed and functions within application server The external resources that the application server resides in will not affect SoftRater for Java Guide Update Individual reference guides for SoftRater for WebSphere SoftRater for WebLogic and SoftRater for JBoss are consolidated under the SoftRater for Java title SoftRater for Java provides one central location to reference materials that apply to all Java platforms Chapters in this guide that pertain to SoftRater for Java are identified The SoftRater for Windows reference guide
62. rogram parent_id 123 program_id 1 program_ver 1 result_def CA7E730716 gt 38 Chapter 10 Insbridge XML Java Example Home I Program Explorer Austin Version 1 Output Mapping X 9 Output Mapping Austin 1 ES New Create Package SI Test Program Notes P Kee to Group Name Last Updated Enable Default D V Output Separately Result Code Austini Mar 15 2010 11 46AM CA7E730716 Figure 2 SoftRater Switches In order for you to be able to use a result group it must have been Enabled when the package was created see the RateManager topic Editing Result Group Options lt c gt Node Category The lt c gt category node marks the beginning of input data for a specific category of information i e home car driver policy etc It has the following attributes i identifier Zero always indicates Policy level inputs other categories are user definable Required desc description of category Optional Example lt c i 0 desc Policy gt The Policy category is always a direct child of the lt rate gt node except for overrides in the lt program gt node described later It is also the top level category node The Policy category node typically has an ID of zero i e i 0 Item level categories are nested under the Policy category node Example lt c i 0 desc Policy gt lt m i 1212 n Eff_Date v gt lt m i 1214 n Priminsured
63. s same request had not been made previously then a call would be made to the database to retrieve the information When a value is not found in the database for the request the default value would be used and the information would be stored in the cache as a miss A subsequent request with this same information would result in the information being found in the cache and a call to the database would not be necessary unless the miss had been purged from the database Chapter 2 Introduction to SoftRater Caching WHEN IS INFORMATION REMOVED FROM THE CACHE Information is removed from the cache only in the following cases NOTE Caching is disabled on the SoftRater Engine Configuration screen in the Insbridge Framework Administrator and the change is saved by clicking SAVE In this case all information is removed from the cache for all programs A new package is loaded to an environment for a program that is currently cached In this case all information is removed only for that specific program and that specific environment When a package is loaded into a cluster environment the cache is cleared for all environments in the cluster This prevents any environment from having outdated packages in cache An update is made to a subscriber s SoftRater Explorer configuration settings i e an environment is added deleted or edited a virtual file server is added etc In this case all information is removed from the cache for all progr
64. sage string rateXml File ReadAllText C Insbridge xml Rate an Instance pmSoftRater SoftRater ibSoftRater new pmSoftRater SoftRater Rate Operators pmSoftRater MappedRateOperators rateOper new pmSoftRater MappedRateOperators rateOper AddHeading 1 rateOper AddRoot 1 rateOper AddInputs 1 rateOper AddResultDesc 0 rateOper AddResultEmpty 0 rateOper DebugRate 0 rateOper EnvRef rm default ibSoftRater MappedRateOperatorsValue rateOper Rate using the ProcessMessage Servic string results ibSoftRater ProcessMessage ratexml OuterXml Created using Visual Studio NET 2008 14 Chapter 3 Software Integration for Windows C Example Web Services Custom Message string rateXml Fil ReadAl1Text C Custom xml Rate an Instance pem So Ft Rater SoftRater ibSoftRater new pcmSoftRater SoftRater Rate Operators pem pem So So Ft Ft Rater MappedRateOperators rateOper new Rater MappedRateOperators Only for Input and or Output Transformations pem So Ft SRTester rateOper rateOper rateOper rateOper rateOper rateOper rateOper rateRequ rateRequ rateRequ rateRequ Rater MappedRateRequest rateRequest new pcemSoftRater MappedRateRequest AddHeading 1 AddRoot 1 AddInputs AddResultD AddResultEmpty 0 DebugRate 0 EnvRef SR sc
65. single XML document These can be rates on different lines of business across different states and or different SoftRater Package versions This simple way to do this is to combine multiple lt rate gt request nodes in one single root node and submit it for rating The root node can be anything however in the WSI call it is always lt ibdoc gt Multiple lt rate gt nodes This request XML lt ibdoc gt 29 Chapter 6 Insbridge XML Windows Example lt rate gt lt rate gt lt rate gt lt rate gt lt ibdoc gt Will produce this result XML lt ibdoc gt lt result gt lt result gt lt result gt lt result gt lt ibdoc gt The root node is not returned in the result XML automatically It must be specified in the call using the AddRoot attribute NOTE Results may not be returned in the order in which they were submitted To assure that results are returned in the same order as entered verify the Web Service Rating Thread entry on the SoftRater Engine page of the Insbridge Framework Administrator IBFA An entry of 1 will return results in the same order An entry greater than the number of rates submitted will return results in order If you know that you will always have three rates per request you can set the threads to 3 or greater Be aware that a higher thread count may affect performance The default setting is 2 Multiple lt program gt nodes This request XML lt ibd
66. sued Set to true if you would like a debug report Encode Use default True When set to true encoding will be done to special characters Set to false if you would like to not use encoding Entering a value here will override any value entered in the file No encoding may result in errors if special characters are submitted in the XML EnvRef Use default blank When left blank the default environment defined in setup will be used To specifically define an environment enter in the environment name Entering a value here will override any value entered in the file If no arguments are sent the default values will be used Default values are defined in setup If using SoftRater Server see Submit Insbridge XML in the IBSS User Guide To navigate to the Submit Insbridge XML page select the Submit Insbridge XML link available from the menu tree on the SoftRater page of IBSS This page allows you to rate an input file that is in the Insbridge XML format 34 Chapter 9 CUSTOM XML ARGUMENTS FOR JAVA The SoftRater WSI controls the processing transformations of XML data in and or out of the system Custom XML arguments are required only when you are submitting custom XML If you are using Insbridge XML custom XML arguments are not required The information will be contained in the Insbridge XML If you are using custom XML and do not define the custom XML arguments any error message will be thrown Use the following
67. tegory node Example lt c i 0 gt lt m i SELECTED_TEIR v SPECIAL gt lt m i Total Policy Premium v 674 gt lt c i 5 gt lt m i Dwelling_1 v 640 gt lt m i Dwelling_3 v 0 gt lt m i Dwelling_5 v 0 gt lt m i SEC_II Personal Liability Each Occurrence v 500000 gt lt m i SEC_II Medical Payments Each Person v 2000 gt lt c gt lt c gt lt m gt Node Map The lt m gt map node represents an individual attribute value pair mapped for a specific SoftRater Package hosted by SoftRater In the output case it identifies an output attribute as defined in the SoftRater Package represented by the lt program gt node and its associated value The lt m gt node s attributes are defined as follows i output identifier available by default n name description of output with AddResultDesc request option v value of output available by default The lt m gt node is always a child of a lt c gt category node and is an attribute value pair for that specific category instance see the category example above lt rate gt Node Input Document The lt rate gt node is optional When the rate request is issued with the Addinputs option this node is returned in the result XML document It includes the full input rate request document that was used to generate the rate result document 42 Chapter 10 Insbridge XML Java Example Example lt result lob 1 policyld
68. telnd v gt lt m i 1190 n EndorEff_Date v gt lt m i 1191 n Parm5 v gt 19 Chapter 6 Insbridge XML Windows Example lt c gt lt c gt lt c gt lt rate gt lt rate gt Node The lt rate gt node marks the beginning of a rate request for a specific line of business This node has the required attribute lob which identifies the line of business for the request In the following example the lob attribute is set to 2 which represents Home insurance according to the Insbridge standard line of business mappings see RateManager Admin User Guide The rate node attributes are defined as follows lob line of business indicator per Insbridge standard lob codes Required env_def rating environment indicator per Insbridge Framework Administrator Optional Allows the user to override the default rating environment By default SoftRater rates against the default environment as set up in the Insbridge Framework Administrator see Introduction to Environments in the Insbridge Framework Administrator User Guide To rate against a different environment add the attribute env_def Env_Name to the rate node where Env_Name is the name of the environment you wish to rate against Example lt rate lob 1 env_def Env_Name gt renc Allows the user to instruct SoftRater to not encode XML characters that are not considered valid XML characters These characters are As an
69. ult XML lt ibdoc gt lt result gt lt program gt 46 Chapter 10 Insbridge XML Java Example lt C gt lt C gt lt program gt lt program gt lt C gt lt C gt lt program gt lt result gt lt ibdoc gt Multi State Request To rate against multiple states using one request XML document it is recommended to follow the Multiple lt program gt nodes request model In the following example we are targeting two Auto programs for rating program typically represents a State for a specific line of business In this example we will assume CA 21 and TX 41 As discussed earlier in Input Overrides each program entry can specify input values to be used for that particular program This rate request XML lt ibdoc gt lt rate lob 1 gt lt heading gt lt program parent_id 2 program_id 21 gt lt program gt lt program parent_id 2 program_id 41 gt lt program gt lt heading gt lt C gt lt C gt lt rate gt lt ibdoc gt Will produce this result XML lt ibdoc gt lt result lob 1 gen_date 2 9 2010 1 50 31 PM gt lt program parent_id 2 program_id 21 gt 7 Results for CA lt C gt lt C gt lt program gt lt program parent_id 2 program_id 41 gt lt _ Results for TX lt C gt lt C gt lt program gt lt result gt lt ibdoc gt Multi Line of Business Request To
70. ut XML for NET SOAP For Java SOAP no IBDOC is used only CDATA is used as follows lt XMLInputs xsi type xsd string gt lt CDATA custom XML J gt lt XMLInputs gt NOTE f you are submitting Insbridge XML you should use HTTP POST instead of SOAP SOAP should be used only when submitting custom XML SOAP Example HTTP SOAP Proxy When using a testing tool choose http lt yourserver gt ibfa connectors softrater asmx and add WSDL to the end of the URL http lt yourserver gt ibfa connectors softrater asmx WSDL 13 Chapter 3 Software Integration for Windows Examples JavaScript Web Services var MyResults var MyXMLDoc var AppURL var objHTTP MyXMLDoc ibDoc lt ibdoc gt lt rate gt lt rate gt lt ibdoc gt Well formed InsbridgeRate XML Input or CustomXml AppURL http yourserver ibfa Connectors softrater asmx ProcessCustomMessage Web Services Request URL objHTTP new ActiveXObject Msxml2 XMLHTTP Microsoft HTTP Request Object objHTTP open post AppURL false objHTTP setRequestHeader SOAPAction http insbridge net wsi Connector SoftRater ProcessCustomMessage Set the SOAP action objHTTP setRequestHeader Content Type application x www form urlencoded objHTTP send MyXMLDoc MyResults objHTTP responseXML retums XML response MyResults objHTTP responseT ext returns text response Optional C Example Web Services Process Mes
71. uto insurance California Home insurance The program node attributes are defined as follows parent_id Insbridge identifier typically assigned to a carrier for database lookup purposes Required program_id Insbridge identifier assigned to a program rating engine logic instance which represent the rating rules necessary to generate a quote Optional program_ver A particular version of a program Each version may have different rating rules inputs outputs etc Optional Attribute Requirement Rules 1 Ifthe program_id is provided then the version program_ver value is used to select a program version to be processed against the source XML Example lt program parent_id 100 program_id 100 ver 3 gt 2 If the program_id is provided and the program_ver is not the version selection rules for the program identified by program_id are used to select the program version to be processed against the source XML Example lt program parent_id 100 program_id 100 gt The lt program gt node allows mapped input overrides to be specified for a specific program in a multi program or multi state rate request See Multiple Rate Requests in a Single XML Document for more information result_def Allows the user to override the default result mapping group By default SoftRater uses the group that is set up as the default in RateManager To use a different result group add the attribute result_def Result_Code to the r

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