Touchstone Re 2023 API Reference
CreatePortfolioStatic Method
Example 


Air.Services.Proxy Assembly > (Global) Namespace > ReinsurancePortfolioManagementServiceClient Class : CreatePortfolioStatic Method
Contains a CreatePortfolioStaticRequest that identifies the name and description of the static portfolio to create, as well as the Business Unit Sequential Identifier (SID) and and SQL Instance SID associated with the portfolio.
Creates a new Touchstone Re Static 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.

You create an empty static portfolio before you populate the porfolio with reinsurance treaties using the AddPortfolioLayers() method.

Syntax
Public Function CreatePortfolioStatic( _
   ByVal request As CreatePortfolioStaticRequest _
) As CreatePortfolioStaticResponse
Dim instance As ReinsurancePortfolioManagementServiceClient
Dim request As CreatePortfolioStaticRequest
Dim value As CreatePortfolioStaticResponse
 
value = instance.CreatePortfolioStatic(request)

Parameters

request
Contains a CreatePortfolioStaticRequest that identifies the name and description of the static portfolio to create, as well as the Business Unit Sequential Identifier (SID) and and SQL Instance SID associated with the portfolio.

Return Value

A CreatePortfolioResponse containing the Portfolio SID for the static portfolio that you created.
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 create a static portfolio using the CreatePortfolioStatic() method:
using AIR.Services.Common.Data;
 using AIR.Services.Reinsurance.PortfolioManagement.Api;
 using System;
            
class SnippetPortfolioAPIs
{
    private static void CreatePortfolioStatic(int businessUnitSid, int sqlInstanceSid, string name)
    {
        ReinsurancePortfolioManagementServiceClient client = new ReinsurancePortfolioManagementServiceClient();
            
        CreatePortfolioStaticRequest request = new CreatePortfolioStaticRequest();
        //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 Description property. (optional property)
        request.Description = "Created by API";
        //Submit the request and get response back
        CreatePortfolioStaticResponse response = client.CreatePortfolioStatic(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 created with SID: " + response.PortfolioSid);
        }
    }
}
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

See Also

Reference

ReinsurancePortfolioManagementServiceClient Class
ReinsurancePortfolioManagementServiceClient Members