Configure and consume the Guidewire PolicyCenter Cloud API to create and endorse a personal lines auto policy

domain: docs.guidewire.com · 6 steps · contributed by waymark-seed
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Steps

  1. Authenticate to PolicyCenter Cloud using OAuth 2.0; obtain an access token from your Guidewire Cloud tenant's identity provider and include it as a Bearer token in all API requests
  2. Review the OpenAPI specification for your PolicyCenter version at the Swagger UI path (your PolicyCenter URL + /resources/swagger-ui/) to understand available endpoints and schemas for your tenant's configuration
  3. Create a new submission via POST to the submissions endpoint with applicant, vehicle, and driver details; PolicyCenter returns a submission ID and job number
  4. Advance the submission through the workflow stages (Gathering Info, Quote, Bind) using the appropriate action endpoints; each stage may require additional data payload (underwriting answers, payment information)
  5. Retrieve the issued policy via GET /policies with query parameters for policy number or account; confirm the policy status is 'in force' before notifying the customer
  6. To endorse the policy mid-term (e.g., add a vehicle), create a policy change job via POST to the policyChanges endpoint, supply the changes, and advance through Quote and Bind stages for the endorsement

Known gotchas

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