Guidewire

Premium

Overview

Two-way sync of your Guidewire policy, billing, and claims records with form data.

What you need

Background

Guidewire Software is a company that provides software products for property and casualty (P&C) insurers. Their products help insurers to manage core operations like underwriting, policy administration, claims management, and billing. Guidewire offers a suite of applications built on a common platform, enabling insurers to streamline their processes, improve customer service, and increase operational efficiency. The company's products are often used by insurance carriers to replace their legacy systems with more modern, flexible, and scalable solutions.

Benefits

Using Guidewire software provides several benefits for property and casualty insurance companies, including:

  1. Flexibility and Scalability: Guidewire's platform is designed to be flexible, allowing insurers to customize and scale their solutions according to their specific business needs and growth.
  2. Enhanced Efficiency: By automating many of the core functions like policy administration, underwriting, claims management, and billing, insurers can reduce manual processes, minimize errors, and handle larger volumes of business more efficiently.
  3. Improved Customer Experience: Guidewire's integrated solutions help insurers provide a smoother, more seamless experience to their customers, from quicker claims processing to more responsive customer service.
  4. Data Management and Analytics: The platform includes robust data management tools and analytics capabilities, enabling insurers to harness the power of data for better decision-making, risk assessment, and customer insight.
  5. Digital Engagement: Guidewire also offers digital portals that enable direct digital interaction with agents and customers, supporting a more modern, digital-first approach to insurance services.
  6. Regulatory Compliance: With built-in support for compliance with various insurance regulations, Guidewire helps insurers ensure they meet industry standards and requirements in the regions they operate.
  7. Continuous Updates and Innovations: Guidewire continuously updates its platform with new features and technologies, ensuring that insurers can take advantage of the latest innovations in the insurance industry.

These benefits contribute to overall improved operational performance for insurers, helping them remain competitive in a rapidly evolving industry.

1. Configure Integration in Feathery

  1. Navigate to your Feathery form → Integrations tab
  2. Select Guidewire

2. Authentication Configuration

Feathery supports multiple authentication mechanisms depending on your Guidewire deployment:

OAuth 2.0 (Recommended)

Used for Guidewire Cloud and modern deployments.

Supported flows:

  • Client Credentials Flow (most common for server-to-server)
  • Authorization Code Flow (if acting on behalf of a user)

Required fields:

  • Token URL (e.g., https://<tenant>.guidewire.net/oauth/token)
  • Client ID
  • Client Secret
  • Scopes (e.g., pc:read pc:write, cc:read cc:write)
  • Audience (if required by your tenant)

Behavior:

  • Feathery automatically handles:
    • Access token retrieval
    • Token refresh
    • Retry on expiration

API Key / Bearer Token

Used in some private or legacy setups.

  • Static token passed via Authorization: Bearer <token>
  • Suitable for internal APIs or gateways

Basic Authentication

Typically used for on-premise Guidewire or older versions.

  • Username + password
  • Sent via base64-encoded header

mTLS (Optional / Advanced)

  • Mutual TLS for enterprise deployments
  • Requires certificate upload and configuration

3. Select Guidewire System & API Version

Choose which Guidewire system you’re connecting to:

Supported Systems

  • PolicyCenter (Policy lifecycle, submissions, quotes)
  • ClaimCenter (Claims, exposures, FNOL)
  • BillingCenter (Accounts, invoices, payments)

Supported Versions

  • Guidewire Cloud (latest) - fully supported (recommended)
  • Guidewire 10.x+ (REST APIs enabled) - supported
  • Guidewire 8.x–9.x - SOAP support

4. Configure API Actions

Define what actions Feathery should perform when the form is loaded or submitted.

Common Action Types

Prefill (Read)

  • Fetch data from Guidewire to populate form fields
  • Example:
    • Get Account by ID
    • Retrieve Policy details
    • Load Claim information

Configuration:

  • Endpoint: GET /policy/v1/policies/{policyId}
  • Input mapping: Feathery field → path/query param
  • Output mapping: API response → Feathery fields

Create

  • Create new Guidewire records

Examples:

  • Create Submission (PolicyCenter)
  • FNOL → Create Claim (ClaimCenter)
  • Create Account (BillingCenter)

Configuration:

  • Endpoint: POST /policy/v1/submissions
  • Request body mapping: Feathery fields → JSON payload

Update

  • Update existing records

Examples:

  • Update policy contact info
  • Add claim notes
  • Modify billing account

Configuration:

  • Endpoint: PATCH /claim/v1/claims/{claimId}
  • Partial payload updates supported

Trigger Actions / Workflows

  • Bind quote
  • Issue policy
  • Assign claim
  • Generate invoice

Example:

  • POST /policy/v1/submissions/{id}/quote
  • POST /policy/v1/submissions/{id}/bind

5. Field Mapping

Map Feathery form fields to Guidewire API fields.

Features

  • Nested JSON mapping (e.g., insured.address.street)
  • Conditional mapping (based on form logic)
  • Data transformation:
    • Formatting dates
    • Enum mapping
    • Boolean normalization

6. API Call Behavior

Feathery supports robust API execution controls:

Request Types

  • REST (JSON-based)
  • GraphQL (if exposed via gateway)
  • SOAP (via custom connector)

Methods

  • GET, POST, PUT, PATCH, DELETE

Advanced Features

  • Retry logic (configurable attempts & backoff)
  • Timeout handling
  • Error branching (e.g., route user if API fails)
  • Idempotency keys (for safe retries)

7. Webhooks & Event Handling

Feathery can also react to Guidewire events:

  • Receive webhook callbacks (via middleware or API gateway)
  • Trigger form updates or workflows
  • Sync status changes (e.g., claim approved)

8. Testing & Validation

  • Use Feathery’s Test Mode to simulate API calls
  • Inspect:
    • Request payload
    • Response body
    • Authentication headers
  • Validate mappings before going live

9. Go Live

  1. Click Connect
  2. Enable integration in production environment
  3. Monitor logs and API responses

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector

system.

This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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