The NxTech Download integration in BriteCore refers to the personal lines download capability offered by IVANS. For more information about the IVANS Download integration, see IVANS Download services overview. For the IVANS Download integration, BriteCore compiles and exports a .xml file overnight that includes transactions from the day before. See the Use IVANS Download section for the list of transactions included in the IVANS report.
Implement IVANS Download
This section covers information specific to the IVANS Download integration in BriteCore. For the complete implementation process, please see IVANS Download services. Developers can read IVANS Policy Transactions (formerly NxTech) on GitHub.
Set up the Policy Download Transaction Report email
Using the Emails to notify box in the IVANS dialog box, administrators can choose email addresses to receive the daily Policy Download Transaction Report email. BriteCore will attach a .csv file to the email that contains the policy number, agency, and transaction code for each transaction that occurred. To set up the Policy Download Transaction Report email:
- In the navigation, select Settings, and then select Vendors.
- Next to NxTech Download, select the edit icon to open the NxTech dialog box.
- In the Emails to notify box, type email addresses separated by commas.
- Select Done.
IVANS transaction codes
The following transaction codes will be included in the .csv file attached to the Policy Download Transaction Report email:
- NBS: New business
- RWL: Renewal business
- REI: Reinstated
- REW: Rewritten
- XLC: Canceled or expired
- PCH: Policy change
- STL: Installment
Use IVANS Download
BriteCore compiles and exports a .xml file overnight that includes transactions from the day before and the following transactions are included in the IVANS report:
- Agent/agency changed
- Effective date changes
- Mortgagee added
- Mortgagee deleted
- Policy canceled
- Policy created
- Policy expired
- Policy reinstated
- Policy renewed
- Policy rewritten
- Policy underwriting cancellation pending
- Premium changed
- Named insured added
- Named insured removed
- Named insured replaced
- Named insured address changed
- Property address changed
- Renewal status changed to non-renew
- Renewal status changed to renew
If there is a change in premium as part of a transaction, the transaction will always be included in the IVANS report. Suppose there isn't a change in premium and there are multiple transactions on a policy in a single day. In that case, only the most recent committed revision will be included in the IVANS report.
Related BriteCore settings and tools
When you enable NxTech Download, the following BriteCore support tools will become available:
- Correct IVANS claim reports
- Correct a NxTech report
- NxTech initial load for agency