Administration & Utilities
Name | Type | Description | Comments |
Insurance Tax Configuration Window | Required | The Insurance Tax Configuration Window must allow the user to specify the configuration/connection information Username: Haplo Key: Provided by Avalara URL: https://app_url.com/api/tact | |
Test Connection Button | Required | Users need to be able to test the connection to the Insurance Tax Calculation service and verify their credentials. | |
View Entitlements | Suggested | Users should be able to view the countries that they have access to for calculating insurance tax. |
Store Configuration
Name | Type | Description | Comments |
Product Reference Code Selection | Required | Your integration must include a method to search coverage trees and map the TACT reference code back to the policies/products in the target system. | |
Access Rates of Exchange/Currency information | Conditional | If your platform supports multi-currency transactions, this component is required. Native or 3rd party conversion functionality will also fulfill this requirement |
Insurance Tax Calculation
Name | Type | Description | Comments |
Access Global Location | Required | Users must have a method to retrieve a list of location codes for locations where they can collection tax | |
Policy-level Selection | Required | Users must be able to select policy criteria (type of insurance, policy date, etc) for a specific location. | |
Location-level Selection | Required | Users must be able to narrow down taxes based on specific location criteria such as Admitted, Surplus Lines, etc. | |
Tax Type Criteria Selection | Required | Users must be able to narrow down taxes based on tax type criteria (such as exemptions) for given policy and location criteria | |
Tax Breakdown | Required | Your integration must include a method to retrieve a breakdown of coverage selections | |
UI Elements for additional parameters | Required | Your integration UI must be able to handle additional variables that are required for calculation. | |
Verify Impendulo-calculated Amount is used in transaction | Required | Ensure that the value from a transaction response is used to populate the tax field in the integration |