Applied TAM ConneXion 2020
ConneXion
ConneXion Class
ConneXion Methods
CreateCustomerID Method
CreateProspectID Method
DeleteActivity Method
DeleteAttachment Method
DeleteBroker Method
DeleteCertificateFormNote Method
DeleteCertificateHolder Method
DeleteCertificateLiabilityNonSimplified Method
DeleteCertificateLiabilitySimplified Method
DeleteCertificateProperty Method
DeleteClaim Method
DeleteClaimant Method
DeleteClaimNote Method
DeleteClaimPayment Method
DeleteCommercialInfo Method
DeleteCompany Method
DeleteCompanyForm Method
DeleteContact Method
DeleteCustomDec Method
DeleteCustomDecProspect Method
DeleteCustomer Method
DeleteEmployee Method
DeleteFinanceCompany Method
DeleteLienholder Method
DeleteNote Method
DeletePersonnelInfo Method
DeletePolicy Method
DeleteProspect Method
DeleteProspectPolicy Method
Dispose Method
FindActivitiesByCriteria Method
FindActivitiesForCustomer Method
FindActivitiesForFollowUpPerson Method
FindActivity Method
FindAllCashJournals Method
FindAllLookups Method
FindAllLookupsFiltered Method
FindAllUnprintedChecks Method
FindAttachment Method
FindAttachmentCategoriesByOPID Method
FindAttachmentsForClaim Method
FindAttachmentsForEntity Method
FindAttachmentsForPolicy Method
FindBroker Method
FindBrokerCommissionDefaults Method
FindBrokersByCriteria Method
FindCertificateFormNote Method
FindCertificateHolder Method
FindCertificateHoldersForCertificate Method
FindCertificateHoldersForCustomer Method
FindCertificateLiabilityNonSimplified Method
FindCertificateLiabilityNonSimplifiedsForCustomer Method
FindCertificateLiabilityNonSimplifiedsForHolder Method
FindCertificateLiabilitySimplified Method
FindCertificateLiabilitySimplifiedsForCustomer Method
FindCertificateLiabilitySimplifiedsForHolder Method
FindCertificateProperty Method
FindCertificatePropertysForCustomer Method
FindCertificatePropertysForHolder Method
FindChildAttachments Method
FindClaim Method
FindClaimant Method
FindClaimantsForCustomer Method
FindClaimNote Method
FindClaimNotesForCustomer Method
FindClaimPayment Method
FindClaimPaymentsForCustomer Method
FindClaimsByCriteria Method
FindClaimsForCustomer Method
FindCommercialInfo Method
FindCommercialInfoForCustomer Method
FindCompaniesByCriteria Method
FindCompany Method
FindCompanyCommissionDefaults Method
FindCompanyForm Method
FindContact Method
FindContactsForEntity Method
FindCustomDec Method
FindCustomDecProspect Method
FindCustomer Method
FindCustomersByCriteria Method
FindEmployee Method
FindEmployeesByCriteria Method
FindFinanceableTransactions Method
FindFinanceCompaniesByCriteria Method
FindFinanceCompany Method
FindFinancedTransactions Method
FindGeneralTransaction Method
FindGeneralTransactionsByCriteria Method
FindGeneralTransactionsForCustomer Method
FindGeneralTransactionsForPolicy Method
FindInstallmentPlan Method
FindLienholder Method
FindLienholdersByCriteria Method
FindLookup Method
FindNote Method
FindNotesForClient Method
FindPersonnelInfo Method
FindPersonnelInfoForCustomer Method
FindPoliciesByCriteria Method
FindPoliciesForCustomer Method
FindPoliciesForProspect Method
FindPolicy Method
FindPolicyHistoryForCustomer Method
FindPolicyHistoryForPolicy Method
FindProducer Method
FindProducerCommissionDefaults Method
FindProducersByCriteria Method
FindProspect Method
FindProspectPolicy Method
FindProspectsByCriteria Method
FindTotalActivities Method
FindUserForWhoCode Method
FindVendor Method
FindVendorsByCriteria Method
GenerateInstallmentPlan Method
GetPublicKey Method
InsertActivity Method
InsertAttachment Method
InsertBroker Method
InsertCashReceipt Method
InsertCertificateFormNote Method
InsertCertificateHolder Method
InsertCertificateLiabilityNonSimplified Method
InsertCertificateLiabilitySimplified Method
InsertCertificateProperty Method
InsertClaim Method
InsertClaimant Method
InsertClaimNote Method
InsertClaimPayment Method
InsertCommercialInfo Method
InsertCompany Method
InsertCompanyForm Method
InsertContact Method
InsertCustomDec Method
InsertCustomDecProspect Method
InsertCustomer Method
InsertEmployee Method
InsertFinanceCompany Method
InsertFinanceTransaction Method
InsertGeneralTransaction Method
InsertInstallmentPlan Method
InsertLienholder Method
InsertNote Method
InsertPayTransaction Method
InsertPersonnelInfo Method
InsertPolicy Method
InsertPolicyHistory Method
InsertProspect Method
InsertProspectPolicy Method
UpdateActivity Method
UpdateAttachment Method
UpdateBroker Method
UpdateCertificateFormNote Method
UpdateCertificateHolder Method
UpdateCertificateLiabilityNonSimplified Method
UpdateCertificateLiabilitySimplified Method
UpdateCertificateProperty Method
UpdateChecksAsPrinted Method
UpdateClaim Method
UpdateClaimant Method
UpdateClaimNote Method
UpdateClaimPayment Method
UpdateCommercialInfo Method
UpdateCompany Method
UpdateCompanyForm Method
UpdateContact Method
UpdateCustomDec Method
UpdateCustomDecProspect Method
UpdateCustomer Method
UpdateEmployee Method
UpdateFinanceCompany Method
UpdateLienholder Method
UpdateNote Method
UpdatePersonnelInfo Method
UpdatePolicy Method
UpdateProspect Method
UpdateProspectPolicy Method
VerifySecurity Method
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ConneXionFindPoliciesByCriteria Method

Used to Find a Policy by Criteria

Namespace:  ConneXion
Assembly:  ConneXion (in ConneXion.dll) Version: 2020.0
Syntax
Copy
public ConneXionResult FindPoliciesByCriteria(
	Policy Policy,
	ref Policy[] Policies
)

Parameters

Policy
Type: ConneXionPolicy
Policy data object to Find
Policies
Type: ConneXionPolicy
List of Policies

Return Value

Type: ConneXionResult
ConneXionResult
Remarks

Required Fields

  • TAMUserName
  • TAMPassword
  • TAMCentralAgency - only if agency is on AppliedOnline
  • LicenseKey - only if agency is an Agency of Vendor

Available Search Criteria

  • Agency
  • AgencyCommissionAmt
  • AgencyCommissionPct
  • AgencyCommissionType
  • AgencyName
  • Balance
  • BCO
  • BCOName
  • BillMode
  • Branch
  • BranchName
  • Broker
  • BrokerCommissionAmt
  • BrokerCommissionPct
  • BrokerName
  • ClientID
  • CommissionAmt1
  • CommissionAmt2
  • CommissionAmt3
  • CommissionPct1
  • CommissionPct2
  • CommissionPct3
  • CommissionType1
  • CommissionType2
  • CommissionType3
  • ConglomCustCode
  • CSR
  • CSRName
  • CustomerType
  • DateWritten
  • DelAct
  • Department
  • DepartmentName
  • DirectBillBalance
  • EffDate
  • ExpDate
  • ICO
  • ICOName
  • LicenseKey
  • LoanNumber
  • MarketingPlan
  • MasterCompanyCode
  • MasterCompanyName
  • Notes
  • OperatorID
  • OtherInterest
  • PayMode
  • PC
  • PolicyIndex
  • PolicyNumber
  • PolicySection
  • PolicySlot
  • PolicyType
  • PolicyTypeClass
  • PolicyTypeName
  • Premium
  • Producer1
  • Producer2
  • Producer3
  • RenewalProcCode
  • Risk
  • Status
  • StatusName
  • Subsection
  • Tag
  • Transferred
  • TwoByteCode
Examples
VB
Copy
Dim oConneXion As New ConneXion.ConneXion
Dim oResult As New ConneXion.ConneXionResult
Dim oPolicy As New ConneXion.Policy
Dim oPolicies() As ConneXion.Policy

oPolicy.TAMUserName = "EXEC"
oPolicy.TAMPassword = "PSWD"
oPolicy.PolicyNumber = "AUTO1234567"

oResult = oConneXion.FindPoliciesByCriteria(oPolicy, oPolicies)

If oResult.Success = False Then
  txtPolicyResult.Text = "FindPoliciesByCriteria is false. " & oResult.Number & " " & oResult.Description & ". " & oResult.TAMErrorNumber & " " & oResult.TAMDescription
Else
  txtPolicyResult.Text = "FindPoliciesByCriteria is successful. " & oResult.Description & oResult.TAMDescription
  dgrdPolicyView.DataSource = oPolicies
End If
See Also