IVANS eDocs setup (NxTech)

Note: All references to NxTech in BriteCore refer to IVANS. This service was originally NxTech, but the company has since renamed the service IVANS.

The NxTech eDocs integration in BriteCore refers to the IVANS eDocs and messages capability. For more information about the IVANS Download integration, see IVANS Download services overview (NxTech).

The IVANS eDocs integration works alongside the IVANS Downloads (NxTech) integration. The IVANS Downloads integration compiles and exports an XML file containing information about policy changes that occurred on a given day. IVANS eDocs exports the applicable policy documents. The information in the XML file helps connect the policy documents exported from the insurer’s BriteCore to the correct policy in the agency’s management system. Policy documents are exported if their status is set to Printed or TBD in BriteCore.

Implement IVANS eDocs

This implementation section covers information specific to the IVANS eDocs integration in BriteCore. For the complete implementation process, please see the IVANS (NxTech) Download services overview.

Supported eDocs deliverables

BriteCore supports the following eDocs deliverables:

  • Decs
  • Invoices
  • Notice/Confirmation of Cancellation
  • Notice of Reinstatement
  • Continuation of Coverage
  • Preauthorized Payment Schedule
  • Notice of Non-Renewal
View code
SUPPORTED_DELIVERABLE_TYPES = (
# Declarations
('new_declaration', 'DECPAGE', 'NBS', 'PolicyTransaction'),
('amended_declaration', 'DECPAGE', 'PCH', 'PolicyTransaction'),
('renewal_declaration', 'DECPAGE', 'RWL', 'PolicyTransaction'),
# Invoices
('initial_statement', 'INVOICE', 'NBS', 'PolicyTransaction'),
('amended_statement', 'INVOICE', 'PCH', 'PolicyTransaction'),
('renewal_statement', 'INVOICE', 'RWL', 'PolicyTransaction'),
('installment_statement', 'INVOICE', 'DBS', 'PolicyTransaction'),
# Cancellation
('notice_of_cancellation', 'CANCELLATION', 'XLP', 'MidTermCancel'),
('notice_of_cancellation_for_non_payment', 'CANCELLATION', 'XLP', 'BillPendingCancel'),
('confirmation_of_cancellation', 'CANCELLATION', 'XLC', 'BillFinalNotice'),
# Others
('notice_of_reinstatement', 'REINSTATEMENT', 'REI', 'BillPaymentsReinstatement'),
('continuation_of_coverage_nonpay', 'CONTINUATION', 'REI', 'ContinuationOfCoverageNonPay'),
('continuation_of_coverage_other', 'CONTINUATION', 'REI', 'ContinuationOfCoverageOther'),
('preauthorized_payment_schedule', 'PREAUTHPAYMENT', 'DBS', 'PreAuthPaymentSchedule'),
('notice_of_non_renewal', 'NONRENEWAL', 'RWX', 'NoticeOfNonRenewal'),
)

Add a file path

The file path determines which folder the policy documents are exported to within IVANS.

To add a file path:

  1. In the BriteCore menu, select Settings, and then select Vendors.
  2. In the Download Solutions section, ensure NxTech eDocs is selected, and then select the edit icon pencil icon.
  3. In the NxTech dialog box, in the File Path box, type the folder path.
    Example: Folder path: /foldername
  4. Select Done.

Add an XML path

The XML path determines which folder the XML file is exported to within IVANS.

To add an XML Path:

  1. In the BriteCore menu, select Settings, and then select Vendors.
  2. In the Download Solutions section, ensure NxTech eDocs is selected, and then select the edit icon pencil icon.
  3. In the NxTech dialog box, in the XML Path box, type the folder path.
    Example: Folder path: /foldername
  4. Select Done.

Set up the eDocs email

The Email to notify feature allows administrators to add email addresses to receive an email containing policy document file names and appended transaction codes.

To set up the eDocs email:

  1. In the BriteCore menu, select Settings, and then select Vendors.
  2. In the Download Solutions section, ensure NxTech eDocs is selected, and then select the edit icon pencil icon.
  3. In the NxTech dialog box, in the Emails to notify box, type the email addresses separated by commas.
  4. Select Done.