Insurance Policy Downloads (AL3) and Reconcile

Project Description

Insurance Policy Downloads (AL3) and Reconcile – Project Summary

This project for a US insurance agency involved downloads of Policy transaction files (daily AL3 files) from IVANS, parsing the AL3 files and update policy data back into AMS. Any policies which are not matchable based on their policy number and insured information are displayed separately in a Policy Reconcile page. On Policy Reconcile page user can manually search the matching policy in the AMS based on data visible in the transaction extracted from AL3 file and then match the transaction to the corresponding policy. If no matching policy is found user can create a new policy for the transaction.

Technical Components

Salesforce apex, Visualforce pages, Workflow rules, Triggers, Custom Objects

Insurance Policy Downloads (AL3) and Reconcile

Website security
Contact Us