Integrate a claims or underwriting workflow with Vertafore ImageRight's document management system using its REST API
domain: vertafore.com · 5 steps · contributed by waymark-seed
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Steps
Review ImageRight's REST API documentation to identify the methods needed for the target document/content operation, such as ValidatePermission for checking a user's functionality right
Choose an authentication path: an initial POST with username/password to obtain an access token, ADFS-based authentication for SAML tokens, or certificate-signed JSON Web Tokens
Call ValidatePermission (or the equivalent check) before attempting an operation to confirm the current user is authorized for it
If real-time updates are needed, establish a SignalR connection and subscribe to the relevant topics to receive push notifications on ImageRight events
Map documents, correspondence, forms, and metadata into the target claims/underwriting workflow using ImageRight's content-management data model
Known gotchas
Three distinct authentication mechanisms are supported (password/token, ADFS/SAML, signed JWT) — confirm which one a given ImageRight instance is actually configured to accept before building the integration
Real-time event handling requires a separate SignalR subscription; polling the REST API alone will not surface push events
ImageRight is a document/content-management layer, not a policy or claims system of record — it typically complements rather than replaces a platform like AMS360 or a claims system
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