The Interface Info node is active after an agency has been saved or when editing an agency. It is used for entering upload and download information from Choice Point ® (Lexis Nexis), a third party vendor.
To establish interface criteria, please refer to Accounts in the Company Configuration Tool / Choice Point folder.
For Upload / Download capability:
Account ID: Implementation specific; account number assigned by Choice Point.
User ID: Implementation specific; user id assigned by Choice Point.
Original Address: Used to map to the AL3 original address.
Contact Number: Phone number of your contact at Choice Point.
Transaction Account: System generated.
Message Count: System generated.
Printer Type: Select from the combo box.
Upload Check Box: Selection indicates agency upload capability.
Policy Download Check Box: Selection indicates agency download capability. When placing a check mark in this field, this indicates that policies for ALL company / state / lines of business will be downloaded. If you want to limit policies for Download, you can do so by leaving this field blank and following the procedure below.
Note: Optionally, you can limit the Download process by company / state / line of business for an agency. In order for this option to be available, you must set the "Download by Company / State / LOB" system setting (Download folder - Diamond System Editor) to "True" (Enable). This enables the Limit Download by CSL button. When selected, this returns the Agency Download screen. All company / state / lines of business that are available to the agency are listed. You may individually select a company / state / line of business by clicking in the Download field to the left, OR you can select "All" by clicking the All button and placing check marks next to all of the selections. When finished, make sure you choose the Save button to retain your entries.
Commission Download: Select to download the agency's commissions.
Data Conversion: Only used when the agency has been converted from another system.