Service


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GetPolicyList

Test

The test form is only available for requests from the local machine.

SOAP 1.1

The following is a sample SOAP 1.1 request and response. The placeholders shown need to be replaced with actual values.

POST /v2/service.asmx HTTP/1.1
Host: affwsapi.ams360.com
Content-Type: text/xml; charset=utf-8
Content-Length: length
SOAPAction: "http://www.WSAPI.AMS360.com/v2.0/GetPolicyList"

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Header>
    <WSAPIAuthToken xmlns="http://www.WSAPI.AMS360.com/v2.0">
      <Token>string</Token>
    </WSAPIAuthToken>
  </soap:Header>
  <soap:Body>
    <GetPolicyList_Request xmlns="http://www.WSAPI.AMS360.com/v2.0">
      <ByCustomerId>
        <CustomerId>string</CustomerId>
        <PolicyStatus>string</PolicyStatus>
        <GetRelatedData>boolean</GetRelatedData>
        <FilterMultiEntity>boolean</FilterMultiEntity>
        <FilterAccountingSubType>boolean</FilterAccountingSubType>
        <FilterSubmissionSubType>boolean</FilterSubmissionSubType>
        <FilterPolicySubType>boolean</FilterPolicySubType>
      </ByCustomerId>
      <ByCustomerNumber>
        <CustomerNumber>string</CustomerNumber>
        <PolicyStatus>string</PolicyStatus>
        <GetRelatedData>boolean</GetRelatedData>
        <FilterMultiEntity>boolean</FilterMultiEntity>
        <FilterAccountingSubType>boolean</FilterAccountingSubType>
        <FilterSubmissionSubType>boolean</FilterSubmissionSubType>
        <FilterPolicySubType>boolean</FilterPolicySubType>
      </ByCustomerNumber>
      <ByPolicyNumber>
        <PolicyNumber>string</PolicyNumber>
        <PolicyEffectiveDate>string</PolicyEffectiveDate>
        <PolicyExpirationDate>string</PolicyExpirationDate>
        <GetRelatedData>boolean</GetRelatedData>
        <FilterMultiEntity>boolean</FilterMultiEntity>
        <FilterAccountingSubType>boolean</FilterAccountingSubType>
        <FilterSubmissionSubType>boolean</FilterSubmissionSubType>
        <FilterPolicySubType>boolean</FilterPolicySubType>
      </ByPolicyNumber>
      <ByPolicyNumberAndDate>
        <PolicyNumber>string</PolicyNumber>
        <InEffectOnDate>string</InEffectOnDate>
        <GetRelatedData>boolean</GetRelatedData>
        <FilterMultiEntity>boolean</FilterMultiEntity>
        <FilterAccountingSubType>boolean</FilterAccountingSubType>
        <FilterSubmissionSubType>boolean</FilterSubmissionSubType>
        <FilterPolicySubType>boolean</FilterPolicySubType>
      </ByPolicyNumberAndDate>
    </GetPolicyList_Request>
  </soap:Body>
</soap:Envelope>
HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetPolicyList_Response xmlns="http://www.WSAPI.AMS360.com/v2.0">
      <PolicyList>
        <ListPolicy>
          <CustomerId>string</CustomerId>
          <PolicyId>string</PolicyId>
          <PolicyNumber>string</PolicyNumber>
          <PolicyTypeOfBusiness>string</PolicyTypeOfBusiness>
          <PolicyEffectiveDate>string</PolicyEffectiveDate>
          <PolicyExpirationDate>string</PolicyExpirationDate>
          <PolicyStatus>string</PolicyStatus>
          <WritingCompanyCode>string</WritingCompanyCode>
          <CompanyType>string</CompanyType>
          <IsMultiEntity>boolean</IsMultiEntity>
          <PolicySubType>string</PolicySubType>
        </ListPolicy>
        <ListPolicy>
          <CustomerId>string</CustomerId>
          <PolicyId>string</PolicyId>
          <PolicyNumber>string</PolicyNumber>
          <PolicyTypeOfBusiness>string</PolicyTypeOfBusiness>
          <PolicyEffectiveDate>string</PolicyEffectiveDate>
          <PolicyExpirationDate>string</PolicyExpirationDate>
          <PolicyStatus>string</PolicyStatus>
          <WritingCompanyCode>string</WritingCompanyCode>
          <CompanyType>string</CompanyType>
          <IsMultiEntity>boolean</IsMultiEntity>
          <PolicySubType>string</PolicySubType>
        </ListPolicy>
      </PolicyList>
      <Customers>
        <Customer>
          <CustomerNumber>int</CustomerNumber>
          <CustomerId>string</CustomerId>
          <LastName>string</LastName>
          <FirstName>string</FirstName>
          <MiddleName>string</MiddleName>
          <FirmName>string</FirmName>
          <AddressLine1>string</AddressLine1>
          <AddressLine2>string</AddressLine2>
          <City>string</City>
          <State>string</State>
          <County>string</County>
          <ZipCode>string</ZipCode>
          <HomeAreaCode>string</HomeAreaCode>
          <HomePhone>string</HomePhone>
          <HomeExtension>string</HomeExtension>
          <BusinessAreaCode>string</BusinessAreaCode>
          <BusinessPhone>string</BusinessPhone>
          <BusinessExtension>string</BusinessExtension>
          <FaxAreaCode>string</FaxAreaCode>
          <FaxPhone>string</FaxPhone>
          <FaxExtension>string</FaxExtension>
          <CellAreaCode>string</CellAreaCode>
          <CellPhone>string</CellPhone>
          <CellExtension>string</CellExtension>
          <PagerAreaCode>string</PagerAreaCode>
          <PagerPhone>string</PagerPhone>
          <PagerExtension>string</PagerExtension>
          <Email>string</Email>
          <WebAddress>string</WebAddress>
          <FormalSalutation>string</FormalSalutation>
          <InformalSalutation>string</InformalSalutation>
          <DateOfBirth>string</DateOfBirth>
          <Occupation>string</Occupation>
          <MaritalStatus>string</MaritalStatus>
          <InBusinessSince>string</InBusinessSince>
          <BusinessEntityType>string</BusinessEntityType>
          <DoingBusinessAs>string</DoingBusinessAs>
          <SICCode>string</SICCode>
          <FederalTaxIdNumber>string</FederalTaxIdNumber>
          <DUNSNumber>string</DUNSNumber>
          <CustomerType>string</CustomerType>
          <IsBrokersCustomer>boolean</IsBrokersCustomer>
          <IsActive>boolean</IsActive>
          <AccountExecCode>string</AccountExecCode>
          <AccountRepCode>string</AccountRepCode>
          <BrokerCode>string</BrokerCode>
          <GLDivisionCode>string</GLDivisionCode>
          <GLDepartmentCode>string</GLDepartmentCode>
          <GLBranchCode>string</GLBranchCode>
          <GLGroupCode>string</GLGroupCode>
          <DateCustomerAdded>string</DateCustomerAdded>
          <IsPersonal>boolean</IsPersonal>
          <IsCommercial>boolean</IsCommercial>
          <IsLife>boolean</IsLife>
          <IsHealth>boolean</IsHealth>
          <IsNonPropertyAndCasualty>boolean</IsNonPropertyAndCasualty>
          <IsFinancial>boolean</IsFinancial>
          <IsBenefits>boolean</IsBenefits>
          <NAICSCode>string</NAICSCode>
        </Customer>
        <Customer>
          <CustomerNumber>int</CustomerNumber>
          <CustomerId>string</CustomerId>
          <LastName>string</LastName>
          <FirstName>string</FirstName>
          <MiddleName>string</MiddleName>
          <FirmName>string</FirmName>
          <AddressLine1>string</AddressLine1>
          <AddressLine2>string</AddressLine2>
          <City>string</City>
          <State>string</State>
          <County>string</County>
          <ZipCode>string</ZipCode>
          <HomeAreaCode>string</HomeAreaCode>
          <HomePhone>string</HomePhone>
          <HomeExtension>string</HomeExtension>
          <BusinessAreaCode>string</BusinessAreaCode>
          <BusinessPhone>string</BusinessPhone>
          <BusinessExtension>string</BusinessExtension>
          <FaxAreaCode>string</FaxAreaCode>
          <FaxPhone>string</FaxPhone>
          <FaxExtension>string</FaxExtension>
          <CellAreaCode>string</CellAreaCode>
          <CellPhone>string</CellPhone>
          <CellExtension>string</CellExtension>
          <PagerAreaCode>string</PagerAreaCode>
          <PagerPhone>string</PagerPhone>
          <PagerExtension>string</PagerExtension>
          <Email>string</Email>
          <WebAddress>string</WebAddress>
          <FormalSalutation>string</FormalSalutation>
          <InformalSalutation>string</InformalSalutation>
          <DateOfBirth>string</DateOfBirth>
          <Occupation>string</Occupation>
          <MaritalStatus>string</MaritalStatus>
          <InBusinessSince>string</InBusinessSince>
          <BusinessEntityType>string</BusinessEntityType>
          <DoingBusinessAs>string</DoingBusinessAs>
          <SICCode>string</SICCode>
          <FederalTaxIdNumber>string</FederalTaxIdNumber>
          <DUNSNumber>string</DUNSNumber>
          <CustomerType>string</CustomerType>
          <IsBrokersCustomer>boolean</IsBrokersCustomer>
          <IsActive>boolean</IsActive>
          <AccountExecCode>string</AccountExecCode>
          <AccountRepCode>string</AccountRepCode>
          <BrokerCode>string</BrokerCode>
          <GLDivisionCode>string</GLDivisionCode>
          <GLDepartmentCode>string</GLDepartmentCode>
          <GLBranchCode>string</GLBranchCode>
          <GLGroupCode>string</GLGroupCode>
          <DateCustomerAdded>string</DateCustomerAdded>
          <IsPersonal>boolean</IsPersonal>
          <IsCommercial>boolean</IsCommercial>
          <IsLife>boolean</IsLife>
          <IsHealth>boolean</IsHealth>
          <IsNonPropertyAndCasualty>boolean</IsNonPropertyAndCasualty>
          <IsFinancial>boolean</IsFinancial>
          <IsBenefits>boolean</IsBenefits>
          <NAICSCode>string</NAICSCode>
        </Customer>
      </Customers>
      <Companies>
        <Company>
          <CompanyCode>string</CompanyCode>
          <Name>string</Name>
          <ShortName>string</ShortName>
          <CompanyType>string</CompanyType>
          <NAICCode>string</NAICCode>
          <ParentCompanyCode>string</ParentCompanyCode>
          <IsActive>boolean</IsActive>
        </Company>
        <Company>
          <CompanyCode>string</CompanyCode>
          <Name>string</Name>
          <ShortName>string</ShortName>
          <CompanyType>string</CompanyType>
          <NAICCode>string</NAICCode>
          <ParentCompanyCode>string</ParentCompanyCode>
          <IsActive>boolean</IsActive>
        </Company>
      </Companies>
      <Results>
        <OverallResult>int</OverallResult>
        <OverallSeverity>NoError or Information or Warning or Fatal</OverallSeverity>
        <Results>
          <WSAPIResult>
            <Message>string</Message>
            <Result>int</Result>
            <DataName>string</DataName>
            <DataValue>string</DataValue>
            <EntityKey>string</EntityKey>
            <Severity>NoError or Information or Warning or Fatal</Severity>
          </WSAPIResult>
          <WSAPIResult>
            <Message>string</Message>
            <Result>int</Result>
            <DataName>string</DataName>
            <DataValue>string</DataValue>
            <EntityKey>string</EntityKey>
            <Severity>NoError or Information or Warning or Fatal</Severity>
          </WSAPIResult>
        </Results>
      </Results>
    </GetPolicyList_Response>
  </soap:Body>
</soap:Envelope>

SOAP 1.2

The following is a sample SOAP 1.2 request and response. The placeholders shown need to be replaced with actual values.

POST /v2/service.asmx HTTP/1.1
Host: affwsapi.ams360.com
Content-Type: application/soap+xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<soap12:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap12="http://www.w3.org/2003/05/soap-envelope">
  <soap12:Header>
    <WSAPIAuthToken xmlns="http://www.WSAPI.AMS360.com/v2.0">
      <Token>string</Token>
    </WSAPIAuthToken>
  </soap12:Header>
  <soap12:Body>
    <GetPolicyList_Request xmlns="http://www.WSAPI.AMS360.com/v2.0">
      <ByCustomerId>
        <CustomerId>string</CustomerId>
        <PolicyStatus>string</PolicyStatus>
        <GetRelatedData>boolean</GetRelatedData>
        <FilterMultiEntity>boolean</FilterMultiEntity>
        <FilterAccountingSubType>boolean</FilterAccountingSubType>
        <FilterSubmissionSubType>boolean</FilterSubmissionSubType>
        <FilterPolicySubType>boolean</FilterPolicySubType>
      </ByCustomerId>
      <ByCustomerNumber>
        <CustomerNumber>string</CustomerNumber>
        <PolicyStatus>string</PolicyStatus>
        <GetRelatedData>boolean</GetRelatedData>
        <FilterMultiEntity>boolean</FilterMultiEntity>
        <FilterAccountingSubType>boolean</FilterAccountingSubType>
        <FilterSubmissionSubType>boolean</FilterSubmissionSubType>
        <FilterPolicySubType>boolean</FilterPolicySubType>
      </ByCustomerNumber>
      <ByPolicyNumber>
        <PolicyNumber>string</PolicyNumber>
        <PolicyEffectiveDate>string</PolicyEffectiveDate>
        <PolicyExpirationDate>string</PolicyExpirationDate>
        <GetRelatedData>boolean</GetRelatedData>
        <FilterMultiEntity>boolean</FilterMultiEntity>
        <FilterAccountingSubType>boolean</FilterAccountingSubType>
        <FilterSubmissionSubType>boolean</FilterSubmissionSubType>
        <FilterPolicySubType>boolean</FilterPolicySubType>
      </ByPolicyNumber>
      <ByPolicyNumberAndDate>
        <PolicyNumber>string</PolicyNumber>
        <InEffectOnDate>string</InEffectOnDate>
        <GetRelatedData>boolean</GetRelatedData>
        <FilterMultiEntity>boolean</FilterMultiEntity>
        <FilterAccountingSubType>boolean</FilterAccountingSubType>
        <FilterSubmissionSubType>boolean</FilterSubmissionSubType>
        <FilterPolicySubType>boolean</FilterPolicySubType>
      </ByPolicyNumberAndDate>
    </GetPolicyList_Request>
  </soap12:Body>
</soap12:Envelope>
HTTP/1.1 200 OK
Content-Type: application/soap+xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<soap12:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap12="http://www.w3.org/2003/05/soap-envelope">
  <soap12:Body>
    <GetPolicyList_Response xmlns="http://www.WSAPI.AMS360.com/v2.0">
      <PolicyList>
        <ListPolicy>
          <CustomerId>string</CustomerId>
          <PolicyId>string</PolicyId>
          <PolicyNumber>string</PolicyNumber>
          <PolicyTypeOfBusiness>string</PolicyTypeOfBusiness>
          <PolicyEffectiveDate>string</PolicyEffectiveDate>
          <PolicyExpirationDate>string</PolicyExpirationDate>
          <PolicyStatus>string</PolicyStatus>
          <WritingCompanyCode>string</WritingCompanyCode>
          <CompanyType>string</CompanyType>
          <IsMultiEntity>boolean</IsMultiEntity>
          <PolicySubType>string</PolicySubType>
        </ListPolicy>
        <ListPolicy>
          <CustomerId>string</CustomerId>
          <PolicyId>string</PolicyId>
          <PolicyNumber>string</PolicyNumber>
          <PolicyTypeOfBusiness>string</PolicyTypeOfBusiness>
          <PolicyEffectiveDate>string</PolicyEffectiveDate>
          <PolicyExpirationDate>string</PolicyExpirationDate>
          <PolicyStatus>string</PolicyStatus>
          <WritingCompanyCode>string</WritingCompanyCode>
          <CompanyType>string</CompanyType>
          <IsMultiEntity>boolean</IsMultiEntity>
          <PolicySubType>string</PolicySubType>
        </ListPolicy>
      </PolicyList>
      <Customers>
        <Customer>
          <CustomerNumber>int</CustomerNumber>
          <CustomerId>string</CustomerId>
          <LastName>string</LastName>
          <FirstName>string</FirstName>
          <MiddleName>string</MiddleName>
          <FirmName>string</FirmName>
          <AddressLine1>string</AddressLine1>
          <AddressLine2>string</AddressLine2>
          <City>string</City>
          <State>string</State>
          <County>string</County>
          <ZipCode>string</ZipCode>
          <HomeAreaCode>string</HomeAreaCode>
          <HomePhone>string</HomePhone>
          <HomeExtension>string</HomeExtension>
          <BusinessAreaCode>string</BusinessAreaCode>
          <BusinessPhone>string</BusinessPhone>
          <BusinessExtension>string</BusinessExtension>
          <FaxAreaCode>string</FaxAreaCode>
          <FaxPhone>string</FaxPhone>
          <FaxExtension>string</FaxExtension>
          <CellAreaCode>string</CellAreaCode>
          <CellPhone>string</CellPhone>
          <CellExtension>string</CellExtension>
          <PagerAreaCode>string</PagerAreaCode>
          <PagerPhone>string</PagerPhone>
          <PagerExtension>string</PagerExtension>
          <Email>string</Email>
          <WebAddress>string</WebAddress>
          <FormalSalutation>string</FormalSalutation>
          <InformalSalutation>string</InformalSalutation>
          <DateOfBirth>string</DateOfBirth>
          <Occupation>string</Occupation>
          <MaritalStatus>string</MaritalStatus>
          <InBusinessSince>string</InBusinessSince>
          <BusinessEntityType>string</BusinessEntityType>
          <DoingBusinessAs>string</DoingBusinessAs>
          <SICCode>string</SICCode>
          <FederalTaxIdNumber>string</FederalTaxIdNumber>
          <DUNSNumber>string</DUNSNumber>
          <CustomerType>string</CustomerType>
          <IsBrokersCustomer>boolean</IsBrokersCustomer>
          <IsActive>boolean</IsActive>
          <AccountExecCode>string</AccountExecCode>
          <AccountRepCode>string</AccountRepCode>
          <BrokerCode>string</BrokerCode>
          <GLDivisionCode>string</GLDivisionCode>
          <GLDepartmentCode>string</GLDepartmentCode>
          <GLBranchCode>string</GLBranchCode>
          <GLGroupCode>string</GLGroupCode>
          <DateCustomerAdded>string</DateCustomerAdded>
          <IsPersonal>boolean</IsPersonal>
          <IsCommercial>boolean</IsCommercial>
          <IsLife>boolean</IsLife>
          <IsHealth>boolean</IsHealth>
          <IsNonPropertyAndCasualty>boolean</IsNonPropertyAndCasualty>
          <IsFinancial>boolean</IsFinancial>
          <IsBenefits>boolean</IsBenefits>
          <NAICSCode>string</NAICSCode>
        </Customer>
        <Customer>
          <CustomerNumber>int</CustomerNumber>
          <CustomerId>string</CustomerId>
          <LastName>string</LastName>
          <FirstName>string</FirstName>
          <MiddleName>string</MiddleName>
          <FirmName>string</FirmName>
          <AddressLine1>string</AddressLine1>
          <AddressLine2>string</AddressLine2>
          <City>string</City>
          <State>string</State>
          <County>string</County>
          <ZipCode>string</ZipCode>
          <HomeAreaCode>string</HomeAreaCode>
          <HomePhone>string</HomePhone>
          <HomeExtension>string</HomeExtension>
          <BusinessAreaCode>string</BusinessAreaCode>
          <BusinessPhone>string</BusinessPhone>
          <BusinessExtension>string</BusinessExtension>
          <FaxAreaCode>string</FaxAreaCode>
          <FaxPhone>string</FaxPhone>
          <FaxExtension>string</FaxExtension>
          <CellAreaCode>string</CellAreaCode>
          <CellPhone>string</CellPhone>
          <CellExtension>string</CellExtension>
          <PagerAreaCode>string</PagerAreaCode>
          <PagerPhone>string</PagerPhone>
          <PagerExtension>string</PagerExtension>
          <Email>string</Email>
          <WebAddress>string</WebAddress>
          <FormalSalutation>string</FormalSalutation>
          <InformalSalutation>string</InformalSalutation>
          <DateOfBirth>string</DateOfBirth>
          <Occupation>string</Occupation>
          <MaritalStatus>string</MaritalStatus>
          <InBusinessSince>string</InBusinessSince>
          <BusinessEntityType>string</BusinessEntityType>
          <DoingBusinessAs>string</DoingBusinessAs>
          <SICCode>string</SICCode>
          <FederalTaxIdNumber>string</FederalTaxIdNumber>
          <DUNSNumber>string</DUNSNumber>
          <CustomerType>string</CustomerType>
          <IsBrokersCustomer>boolean</IsBrokersCustomer>
          <IsActive>boolean</IsActive>
          <AccountExecCode>string</AccountExecCode>
          <AccountRepCode>string</AccountRepCode>
          <BrokerCode>string</BrokerCode>
          <GLDivisionCode>string</GLDivisionCode>
          <GLDepartmentCode>string</GLDepartmentCode>
          <GLBranchCode>string</GLBranchCode>
          <GLGroupCode>string</GLGroupCode>
          <DateCustomerAdded>string</DateCustomerAdded>
          <IsPersonal>boolean</IsPersonal>
          <IsCommercial>boolean</IsCommercial>
          <IsLife>boolean</IsLife>
          <IsHealth>boolean</IsHealth>
          <IsNonPropertyAndCasualty>boolean</IsNonPropertyAndCasualty>
          <IsFinancial>boolean</IsFinancial>
          <IsBenefits>boolean</IsBenefits>
          <NAICSCode>string</NAICSCode>
        </Customer>
      </Customers>
      <Companies>
        <Company>
          <CompanyCode>string</CompanyCode>
          <Name>string</Name>
          <ShortName>string</ShortName>
          <CompanyType>string</CompanyType>
          <NAICCode>string</NAICCode>
          <ParentCompanyCode>string</ParentCompanyCode>
          <IsActive>boolean</IsActive>
        </Company>
        <Company>
          <CompanyCode>string</CompanyCode>
          <Name>string</Name>
          <ShortName>string</ShortName>
          <CompanyType>string</CompanyType>
          <NAICCode>string</NAICCode>
          <ParentCompanyCode>string</ParentCompanyCode>
          <IsActive>boolean</IsActive>
        </Company>
      </Companies>
      <Results>
        <OverallResult>int</OverallResult>
        <OverallSeverity>NoError or Information or Warning or Fatal</OverallSeverity>
        <Results>
          <WSAPIResult>
            <Message>string</Message>
            <Result>int</Result>
            <DataName>string</DataName>
            <DataValue>string</DataValue>
            <EntityKey>string</EntityKey>
            <Severity>NoError or Information or Warning or Fatal</Severity>
          </WSAPIResult>
          <WSAPIResult>
            <Message>string</Message>
            <Result>int</Result>
            <DataName>string</DataName>
            <DataValue>string</DataValue>
            <EntityKey>string</EntityKey>
            <Severity>NoError or Information or Warning or Fatal</Severity>
          </WSAPIResult>
        </Results>
      </Results>
    </GetPolicyList_Response>
  </soap12:Body>
</soap12:Envelope>