CopyPortfolio Method

Creates a new portfolio from the existing portfolio in Touchstone Re.

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 CopyPortfolio( _
   ByVal request As CopyPortfolioRequest _
) As CopyPortfolioResponse

Dim instance As ReinsurancePortfolioManagementServiceClient
Dim request As CopyPortfolioRequest
Dim value As CopyPortfolioResponse
 
value = instance.CopyPortfolio(request)

public CopyPortfolioResponse CopyPortfolio( 
   CopyPortfolioRequest request
)

Parameters

request: Contains a CopyPortfolioRequest that identifies the SID, new portfolio description, and new portfolio name for the existing portfolio that you want to copy, as well as the Business Unit Sequential Identifier (SID) and and SQL Instance SID associated with the portfolio.

Return Value

A CopyPortfolioResponse containing the new portfolio SID for the copied portfolio.

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.

Example

The following example shows how to copy portfolio using the CopyPortfolio() method:

using AIR.Services.Common.Data;
 using AIR.Services.Reinsurance.PortfolioManagement.Api;
 using System;
            
 public class SnippetCopyPortfolio
 {
    private static void CopyPortfolio(int businessUnitSid, int sqlInstanceSid, int existingPortfolioSid, string newPortfolioName)
    {
        ReinsurancePortfolioManagementServiceClient client = new ReinsurancePortfolioManagementServiceClient();
        CopyPortfolioRequest request = new CopyPortfolioRequest();
        request.BusinessUnitSid = businessUnitSid;
        request.SqlInstanceSid = sqlInstanceSid;
            
            
        request.ExistingPortfolioSid = existingPortfolioSid;
        request.NewPortfolioName = newPortfolioName;
            
        //Submit the request and get response back
        var response = client.CopyPortfolio(request);
        //Validate the response. Response is valid if Response.Status.Code is equal to StatusCode.Success
        if ((response.Status.Code == StatusCode.Success))
        {
            Console.WriteLine("New Portfolio created with sid: " + response.NewPortfolioSid);
        }
    }
}

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