UpdatePortfolioDynamic Method

Updates an existing Touchstone Re Dynamic Portfolio.

A portfolio in Touchstone Re is a collection of reinsurance treaties (or Layers) sourced from various Reinsurance Programs. There are three types of portfolios: master, static, and dynamic.

The master portfolio contains all the treaties in the business unit. A static portfolio is a collection of reinsurance treaties that you explicitly select from the master portfolio. A dynamic portfolio is a collection of reinsurance treaties that you select from the master portfolio by defining a filter. As treaties are added, modified, and removed from the master portfolio, the content of the dynamic portfolio changes automatically.

Syntax

Visual Basic (Declaration)
Visual Basic (Usage)
C#

Public Function UpdatePortfolioDynamic( _
   ByVal request As UpdatePortfolioDynamicRequest _
) As UpdatePortfolioDynamicResponse

Dim instance As ReinsurancePortfolioManagementServiceClient
Dim request As UpdatePortfolioDynamicRequest
Dim value As UpdatePortfolioDynamicResponse
 
value = instance.UpdatePortfolioDynamic(request)

public UpdatePortfolioDynamicResponse UpdatePortfolioDynamic( 
   UpdatePortfolioDynamicRequest request
)

Parameters

request: Contains an UpdatePortfolioDynamicRequest that identifies the new name, description, and Filter for the dynamic portfolio, as well as the Business Unit Sequential Identifier (SID), and SQL Instance SID, and Portfolio SID associated with the portfolio.

Return Value

An UpdatePortfolioDynamicResponse that contains the status of the update.

Remarks

To find the Business Unit SID to pass into this method, call the GetBusinessUnits() method.

To find the SQL Instance SID to pass into this method, call the GetSqlInstances() method.

To find the Portfolio SID to pass into this method, call the GetPortfolios() method.

Example

The following example shows how to update a dynamic portfolio using the UpdatePortfolioDynamic() method:

using AIR.Services.Common.Data;
using AIR.Services.Reinsurance.PortfolioManagement.Api;
using System;
            
class SnippetPortfolioAPIs
{
   private static void UpdatePortfolioDynamic(int businessUnitSid, int sqlInstanceSid, string name, int portfolioSid)
    {
        ReinsurancePortfolioManagementServiceClient client = new ReinsurancePortfolioManagementServiceClient();
            
        UpdatePortfolioDynamicRequest request = new UpdatePortfolioDynamicRequest();
        //Set the BusinessUnitSid property (required property)
        request.BusinessUnitSid = businessUnitSid;
        //Set the SqlInstanceSid property (required property)
        request.SqlInstanceSid = sqlInstanceSid;
        //Set the Name property. (required property)
        request.Name = name;
        //Set the PortfolioSid property. (required property)
        request.PortfolioSid = portfolioSid;
        //Set the Description property. (optional property)
        request.Description = "Updated by API";
        //Submit the request and get response back
        UpdatePortfolioDynamicResponse response = client.UpdatePortfolioDynamic(request);
        //Validate the response. Response is valid if Response.Status.Code is equal to StatusCode.Success
        if (response.Status.Code == StatusCode.Success)
        {
            Console.WriteLine("Portfolio updated");
        }
    }
}

Requirements

Target Platforms: Windows 7, Windows Vista SP1 or later, Windows XP SP3, Windows Server 2008 (Server Core not supported), Windows Server 2008 R2 (Server Core supported with SP1 or later), Windows Server 2003 SP2

Reference

ReinsurancePortfolioManagementServiceClient Class
ReinsurancePortfolioManagementServiceClient Members