EFT

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EFT account modification

Get EFT account details for a policy
Modify existing EFT account details (e.g. change bank)
Switch to EFT payment method

REST URL	https://api.stillwaterinsurance.com/api/endorsement/
All Artifacts	http://api.stillwaterinsurance.com/api/schemas/endorsement/v1.0/
Response Timeout	3 minutes (with an HTTP code 200)

If this feels like it is missing something please refer to the Services page for additional info regarding all services

Sample request

<ACORD xmlns="http://www.ACORD.org/standards/PC_Surety/ACORD1/xml/Stillwater">
   <SignonRq>
	<SignonTransport>
		<CustId>
			<SPName>XXXXX</SPName>
			<CustPermId>XXXXX</CustPermId>
			<CustLoginId>XXXXX</CustLoginId>
		</CustId>
	</SignonTransport>
	<ClientDt>2016-12-14T12:39:53</ClientDt>
	<CustLangPref>ENG</CustLangPref>
	<ClientApp>
		<Org>Internet</Org>
		<Name>XXXXX</Name>
		<Version>1.6</Version>
	</ClientApp>
   </SignonRq>
   <InsuranceSvcRq>
      <HomePolicyModRq>
         <ModInfo IdRef="MOD1">
            <ActionCd>M</ActionCd>
            <com.stillwater_EndorseType>EFT_ACCOUNT</com.stillwater_EndorseType>
         </ModInfo>
         ...
         <PersPolicy id="MOD1">
            <PolicyNumber>XXXXXXXXX</PolicyNumber>
         </PersPolicy>
         ...
      </HomePolicyModRq>
   </InsuranceSvcRq>
</ACORD>

Sample response

<ACORD xmlns="http://www.ACORD.org/standards/PC_Surety/ACORD1/xml/Stillwater">
   <InsuranceSvcRs>
      <HomePolicyModRs>
         <MsgStatus>
            <MsgStatusCd>SUCCESS</MsgStatusCd>
         </MsgStatus>
         <PersPolicy>
            <PaymentOption>
               <ElectronicFundsTransfer>
                  <FromAcct>
                     <!-- Last 4 digits of account number -->
                     <AccountNumberId>3456</AccountNumberId>
                     <!-- EFTC (checking) or EFTS (savings) -->
                     <AcctTypeCd>EFTC</AcctTypeCd>
                     <BankInfo>
                        <!-- routing number -->
                        <BankId>114000653</BankId>
                        <MiscParty>
                           <GeneralPartyInfo>
                              <Addr>
                                 <!-- bank address -->
                                 <Addr1>Bank of America</Addr1>
                                 <Addr2>8001 Villa Park Drive</Addr2>
                                 <Addr3>Henrico, VA 23228</Addr3>
                              </Addr>
                           </GeneralPartyInfo>
                        </MiscParty>
                     </BankInfo>
                     <!-- name on account -->
                     <CommercialName>John L. Smith</CommercialName>
                  </FromAcct>
               </ElectronicFundsTransfer>
            </PaymentOption>
         </PersPolicy>
      </HomePolicyModRs>
   </InsuranceSvcRs>
</ACORD>

Sample request

<ACORD xmlns="http://www.ACORD.org/standards/PC_Surety/ACORD1/xml/Stillwater">
  <SignonRq>
	<SignonTransport>
		<CustId>
			<SPName>XXXXX</SPName>
			<CustPermId>XXXXX</CustPermId>
			<CustLoginId>XXXXX</CustLoginId>
		</CustId>
	</SignonTransport>
	<ClientDt>2016-12-14T12:39:53</ClientDt>
	<CustLangPref>ENG</CustLangPref>
	<ClientApp>
		<Org>Internet</Org>
		<Name>XXXXX</Name>
		<Version>1.6</Version>
	</ClientApp>
   </SignonRq>
   <InsuranceSvcRq>
      <HomePolicyModRq>
         <ModInfo IdRef="MOD1">
            <ActionCd>M</ActionCd>
            <com.stillwater_EndorseType>EFT_ACCOUNT_UPDATE</com.stillwater_EndorseType>
         </ModInfo>
         ...
         <PersPolicy id="MOD1">
            <PolicyNumber>XXXXXXXXX</PolicyNumber>
            <LOBCd>HOME</LOBCd>
            <PaymentOption>
               <ElectronicFundsTransfer>
                  <FromAcct>
                     <!-- account number -->
                     <AccountNumberId>8675309</AccountNumberId>
                     <!-- EFTC (checking) or EFTS (savings) -->
                     <AcctTypeCd>EFTC</AcctTypeCd>
                     <BankInfo>
                        <!-- routing number -->
                        <BankId>114000653</BankId>
                     </BankInfo>
                     <!-- name on account -->
                     <CommercialName>John L. Smith</CommercialName>
                  </FromAcct>
                  ...
               </ElectronicFundsTransfer>
            </PaymentOption>
         </PersPolicy>
         ...
      </HomePolicyModRq>
   </InsuranceSvcRq>
</ACORD>

Sample response

<ACORD xmlns="http://www.ACORD.org/standards/PC_Surety/ACORD1/xml/Stillwater">
   <InsuranceSvcRs>
      <HomePolicyModRs>
         <MsgStatus>
            <MsgStatusCd>SUCCESS</MsgStatusCd>
         </MsgStatus>
         <PersPolicy>
            <PaymentOption>
               <ElectronicFundsTransfer>
                  <FromAcct>
                     <AccountNumberId>5309</AccountNumberId>
                     <AcctTypeCd>EFTC</AcctTypeCd>
                     <BankInfo>
                        <BankId>114000653</BankId>
                        <MiscParty>
                           <GeneralPartyInfo>
                              <Addr>
                                 <!-- bank address -->
                                 <Addr1>Bank of America</Addr1>
                                 <Addr2>8001 Villa Park Drive</Addr2>
                                 <Addr3>Henrico, VA 23228</Addr3>
                              </Addr>
                           </GeneralPartyInfo>
                        </MiscParty>
                     </BankInfo>
                     <CommercialName>John L. Smith</CommercialName>
                  </FromAcct>
               </ElectronicFundsTransfer>
            </PaymentOption>
         </PersPolicy>
      </HomePolicyModRs>
   </InsuranceSvcRs>
</ACORD>

This request is the same as modify, except com.stillwater_EndorseType needs to be EFT_ACCOUNT_ADD instead of EFT_ACCOUNT_UPDATE