1 Introduction
2 Customer references
3 Inquiry references
- 3.1 Additional questionnaire mappings
- 3.2 Basic company data
4 Example for broker forward:

Introduction

Major entities in TS system (customer and inquiry) can be referenced with openVIVA. In order to use the referencing system the crmIdent parameter needs to be set to “openVIVAv1”. The following openVIVA references are transferered and updated within the broker forward. When inquiryId (param iId) is provided in broker Forward, references will be updated.

Customer references

The customer object in TS is linked with the openVIVA system. The references are also returned in all notifications so that any data from TS system can be linked back to customer in openVIVA system

openVIVA reference	TS reference in broker forward	Comment

openVIVA reference	TS reference in broker forward	Comment
PER_KND Primary ID	“cExternalId”	this is the primary key used to uniquey identify the customer in openVIVA
Kunden-Nr	“cExternalReferences”	param_key: “oV-Kunden-Nr” and origin: “crm”
Partner-Nr	“cExternalReferences”	param_key: “oV-Partner-Nr” and origin: “crm”
MAN Primary ID	“cExternalReferences”	param_key: “oV-Mandanten-ID” and origin: “crm”

Inquiry references

The inquiry object in TS is linked with the openVIVA system. The references are also returned in all notifications so that any data from TS system can be linked back to contract in the openVIVA system

openVIVA reference	TS reference in broker forward	Comment

openVIVA reference	TS reference in broker forward	Comment
VTR Primary ID	“iExternalReferences”	param_key: “oV-Vertrag-ID” and origin: “crm”
Vertragsnr	“iExternalReferences”	param_key: “oV-Vertrag-Nr” and origin: “crm”
Angebotsnr	“iExternalReferences”	param_key: “oV-Angebots-Nr” and origin: “crm”
Antragsnr	“iExternalReferences”	param_key: “oV-Antrags-Nr” and origin: “crm”
Vertragsart ID	“iExternalReferences”	param_key: “oV-Vertragsart-ID” and origin: “crm”
Deckungskonzept ID	“iExternalReferences”	param_key: “oV-Deckungskonzept-ID” and origin: “crm”
Rechnungsüberschrift ID	“iExternalReferences”	param_key: “oV-Rechnungsueberschrift-ID” and origin: “crm”
Rechnungsüberschrift Name	“iExternalReferences”	param_key: “oV-Rechnungsueberschrift” and origin: “crm”

Additional questionnaire mappings

Basic company data

Basic company data (revenue, salary, and #FTE) can be transferred and attached to the customer within the broker forward in the section qasCustProfile

openVIVA reference	TS reference in broker forward	Comment

openVIVA reference	TS reference in broker forward	Comment
PER_UMS_GEHALT	“lgs”	Lohn- und Gehaltssumme in cent. So 12.345 EUR needs to be entered as “1234500”
PER_UMS_UMSATZ	“umsatz”	revenue of the company in cent. So 123.456 EUR needs to entered as “12345600”
PER_UMS_ANZAHL_MITARBEITER	“anzahl vollzeitmitarbeiter” “anzahl teilzeitmitarbeiter”	No. of full time employees. This can only be an integer. If answer is 1,5 then the number of half-time-employees should be used. 1.5 employees => “anzahl_vollzeitmitarbeiter” : “1” and “anzahl_teilzeitmitarbeiter”: 1
PER_UMS_BILANZSUMME	“bilanzsumme”	balance sheet total of the company in cent. So 12.345.678 EUR needs to entered as “1234567800”

Screenshot Revenues and Salary company information

Example see below

Example for broker forward:

{
    "type": 1,
    "crmIdent": "openVIVAv1",

    "bToken": "{{bToken}}",
    "bLastName": "{{bLastName}}",
    "bFirstName": "{{bFirstName}}",
    "bEmail": "{{bEmail}}",
    "bExternalId" : "{{bExternalId}}",
    "bCompany" :  "{{bCompany}}",
    "callbackUrl" : "{{callbackUrl}}",
    "fullCallback" : 1,

    "cFirstName": "Testuser",
    "cExternalId": "{{oVVTRPrimaryID}}",
    "cLastName": "cu",
    "cEmail": "cust@mer3.com",
    
    "cExternalReferences": [
        {
            "origin": "crm",
            "paramKey": "oV-Kunden-Nr",
            "paramValue": "12345"
        },{
            "origin": "crm",
            "paramKey": "oV-Partner-Nr",
            "paramValue": "12345"
        }
    ],

    "iExternalReferences": [
        {
            "origin": "crm",
            "paramKey": "oV-Vertragsart-ID",
            "paramValue": "1021640"
        },
        {
            "origin": "crm",
            "paramKey": "oV-Deckungskonzept-ID",
            "paramValue": "11052060"
        },
        {
            "origin": "crm",
            "paramKey": "oV-Vertrag-ID",
            "paramValue": "4342343"
        },
        {
            "origin": "crm",
            "paramKey": "oV-Vertrags-Nr",
            "paramValue": "4342345"
        },
        {
            "origin": "crm",
            "paramKey": "oV-Angebots-Nr",
            "paramValue": "4342344"
        },
        {
            "origin": "crm",
            "paramKey": "oV-Antrags-Nr",
            "paramValue": "4342344"
        }
    ],

    "qasCustProfile": {
        "categories": [
            {
                "id": "default",
                "questions": [
                    {
                        "id": "umsatz",
                        "answers": [
                            "12345600"
                        ]
                    },
                     {
                        "id": "lgs",
                        "answers": [
                            "1234500"
                        ]
                    },
                     {
                        "id": "anzahl vollzeitmitarbeiter",
                        "answers": [
                            "1"
                        ]
                    },
                     {
                        "id": "anzahl teilzeitmitarbeiter",
                        "answers": [
                            "2"
                        ]
                    },
                     {
                        "id": "bilanzsumme",
                        "answers": [
                            "1234567800"
                        ]
                    }
                ]
            }
        ],
        "source": "crm"
    }

}

Thinksurance Public WIKI

V1 openVIVA Entity References