Policy Sync API Data Access & Transfer Details

Following diagram outlines the process as how the policy data is acquired by the Fize system and how the data is being transferred.

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The above diagram can be interpreted by following process -

  • Fize SDK initiates an OAuth authentication process with Fize’s authentication service.
  • Fize SDK receive a session-based token upon authentication
  • Fize Javascript SDK directs the Fize platform to retrieve the user’s insurance policy data
  • Insurance data is retired for the user and persisted in Fize
  • A connection_id for this retrieval session is returned to Fize SDK
  • Pre-configured callback functions are triggered, and policy_id is passed to the hosting site
  • The hosting site’s front end passes the connection_id to its server in an attempt to retrieve full policy data
  • Hosting site’s server makes a server-to-server call to Fize Data API with the connection_id from its front end and the Fize API secret key in its vault. The full policy data for the user/connection_id is then returned to the hosting site’s server.