Passing Data to LifePipe

Overview

LifePipe allows customers to pass user information and search criteria into the application to pre-populate common fields. This feature is often used by customers who are linking to LifePipe from their CRM (Customer Relationship Management) and would like to speed up the quote process by pre-filling in the search criteria or the users profile.

To pass data to LifePipe, the customer must provide a properly formatted XML message in their SAML (Single Sign On) message. The message must confirm to the Data Dictionary as defined in the below tables. Click here for an example of the XML message.

Agent Information

Data Name	Lifepipe Field Name	Notes
AGENT_FirstName	Agent Name	(AGENT_FirstName + AGENT_LastName)
AGENT_LastName	Agent Name	(AGENT_FirstName + AGENT_LastName)
AGENT_PHONE_Office	Phone Number
AGENT_Number	License Number

Client Information

Data Name	Lifepipe Field Name	Notes
PIFirstName	Name	(PIFirstName + PILastName)
PILastName	Name	(PIFirstName + PILastName)
PIDOB	Date of Birth	mm/dd/yyyy
PIAge	Age Actual
PIAgeNearest	Age Nearest
PIGender	Gender	Male or Female
StateID	State	Two letter state abbreviation

Product Information

Data Name	LifePipe Field Name	Notes
POL_Length	Term Length	An integer between 1 to 40. Note: Multiple entries should be comma delimited
POL_FaceAmount	Death Benefits	True or False
POL_CTR_Units	Rider – Child Rider Units	True or False
POL_ADB_Ind	Rider – Accidental Death Benefit	True or False
POL_WOP_Ind	Rider – Waiver of Premium	True or False
POL_ROP_Ind	Rider – Return of Premium	True or False

Underwriting Information

Data Name	LifePipe Field Name	Notes
POL_GenericHealthClasses	Health Class	Preferred Best Non-Tobacco, Preferred Tobacco, Preferred Non-Tobacco, Standard Tobacco, Standard Plus Non-Tobacco, Standard Non-Tobacco, All Non-Tobacco, All Tobacco
POL_TableRating	Table Rating	Either NONE or between 1 to 10
POL_TableRating_FlatExtraAmt	Flat Extra $
POL_TableRating_FlatExtraYears	Years

User Profile

Data Name	LifePipe Field Name	Notes
FirstName	First Name
LastName	Last Name
Email	Email
Phone	Phone
Role	Your Role	Independent Agent, Financial Advisor, Career Agent, BGA Case Manager, BGA Marketer, Other
UpdateUserProfile	n/a	True or False

Note: UpdateUserProfile is an optional field. When set to true it will update the user profile and overwrite any values that may exist. When set to false it will not update the information. If the field is not provided in the XML, all fields will be updated except those that already have data in them.

Example

<iGoApplicationData>
  <UserData> 
    <Data Name='FirstName'>Joe</Data>
    <Data Name='LastName'>Smith</Data>
    <Data Name='Email'>sample@gmail.com</Data>
    <Data Name='Phone'>123-123-1223</Data>
    <Data Name='BrokerDealerLicNum'>1125573</Data>
    <Data Name='UpdateUserProfile'>True</Data>
  </UserData>
  <ClientData>
    <Data Name='AGENT_FirstName'>Mary</Data>
    <Data Name='AGENT_LastName'>Thompson</Data>
    <Data Name='AGENT_PHONE_Office'>610-251-1234</Data>
    <Data Name='AGENT_Number'>1234</Data>
    <Data Name='PIFirstName'>Joe</Data>
    <Data Name='PILastName'>Mathews</Data>
    <Data Name='PIDOB'>04/08/1979</Data>
    <Data Name='PIAge'>31</Data>
    <Data Name='PIAgeNearest'>31</Data>
    <Data Name='PIGender'>Male</Data>
    <Data Name='StateID'>PA</Data>
    <Data Name='POL_FaceAmount'>500000,750000</Data>
    <Data Name='POL_Length'>10,20,30</Data>
    <Data Name='POL_CTR_Units'>0</Data>
    <Data Name='POL_TableRating'>NONE</Data>
    <Data Name='POL_ADB_Ind'>false</Data>
    <Data Name='POL_WOP_Ind'>false</Data>
    <Data Name='POL_ROP_Ind'>false</Data>
    <Data Name='POL_GenericHealthClasses'>Preferred Best Non-Tobacco,Preferred Non-Tobacco</Data>
    <Data Name='POL_TableRating'>NONE</Data>
    <Data Name='POL_TableRating_FlatExtraAmt'>2</Data>
    <Data Name='POL_TableRating_FlatExtraYears'>5</Data>
  </ClientData>
</iGoApplicationData>

LifePipe Configuration