Touchstone Re 2023 API Reference
GetPortfolioDynamic Method
Example 


Air.Services.Proxy Assembly > (Global) Namespace > ReinsurancePortfolioManagementServiceClient Class : GetPortfolioDynamic Method
Contains a GetPortfolioDynamicRequest that identifies the system-generated portfolio sequential identifier (SID), Business Unit SID, and SQL Instance SID associated with the dynamic portfolio to retrieve.
Retrieves a 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
Public Function GetPortfolioDynamic( _
   ByVal request As GetPortfolioDynamicRequest _
) As GetPortfolioDynamicResponse
Dim instance As ReinsurancePortfolioManagementServiceClient
Dim request As GetPortfolioDynamicRequest
Dim value As GetPortfolioDynamicResponse
 
value = instance.GetPortfolioDynamic(request)

Parameters

request
Contains a GetPortfolioDynamicRequest that identifies the system-generated portfolio sequential identifier (SID), Business Unit SID, and SQL Instance SID associated with the dynamic portfolio to retrieve.

Return Value

A GetPortfolioDynamicResponse containing the Dynamic Portfolio that you requested.
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 retrieve an existing dynamic portfolio using the GetPortfolioDynamic() method:
using AIR.Services.Common.Data;
using AIR.Services.Reinsurance.PortfolioManagement.Api;
using System;
            
class SnippetPortfolioAPIs
{
    private static void GetPortfolioDynamic(int businessUnitSid, int sqlInstanceSid, int portfolioSid)
    {
        ReinsurancePortfolioManagementServiceClient client = new ReinsurancePortfolioManagementServiceClient();
            
        GetPortfolioDynamicRequest request = new GetPortfolioDynamicRequest();
        //Set the BusinessUnitSid property (required property)
        request.BusinessUnitSid = businessUnitSid;
        //Set the SqlInstanceSid property (required property)
        request.SqlInstanceSid = sqlInstanceSid;
        //Set the PortfolioSid property. (required property)
        request.PortfolioSid = portfolioSid;
        //Submit the request and get response back
        GetPortfolioDynamicResponse response = client.GetPortfolioDynamic(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 Name: " + response.Portfolio.Name);
            Console.WriteLine("Description: " + response.Portfolio.Description);
            Console.WriteLine("Layers: " + response.Portfolio.Layers.Count);
        }
    }
}
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