The Transaction Data Web Service (TXNDWS) is a web service that provides access to data collected during the course of a producer onboarding request. Each call to the web service retrieves a batch of transactions that have reached one of the configurable extract milestones during the transaction workflow. The request returns all available data on the transaction at the time that the batch extract is generated. The data available in a transaction is limited to data collected during the onboarding process and some additional appointment data.
Depending on milestone configuration, a single transaction may be available for extract at multiple points during the course of an onboarding workflow. Each batch of transaction data is available for 90 days after it is generated the first time, to help resolve any error scenarios that occur.
Sample Use Scenario—Collect Additional Onboarding Data
Some non-standard agent data collected by a carrier's Personal Information Form (PIF) may not be stored on the producer record in Producer Manager. To retrieve and store this data electronically, a carrier can use the Transaction Data Web Service to access the onboarding data and store it, rather than asking a licensing analyst to perform the same activity manually.
|Collect Additional Onboarding Data
|Producer Data Web Services
|One synchronous web service request
|Snapshot access to batches of transaction data
|Data returned with response
|When service is available, see SLA
|Transaction Data-Image Extract Implementation Guide