Claims Data Transer System

Claims Data Transfer System for Software Development Firm

Written by Pravin Vazirani Posted May 23, 2017 by Carolina
Pravin Vazirani

Pravin Vazirani


The client is an established multi-million dollar software development firm with over 25 years of experience. As a privately held company, the client specializes in software consulting and building custom applications and software platforms for the insurance, accounting, legal, oil, and gas markets.

The Problem

The client had a cloud-based Claims Management system that supports end-to-end claims processing and streamlines claim settlements. The objective of the project was to create a bi-directional data transfer system with Xactimate to export and import claims assignments, status, notes, and documents. This required integration with XactAnalysis that uses SOAP-based XML API and FTP protocol for data transfer. In addition, Xactimate supports configurations and settings to trigger export from XactAnalysis. These triggers are set on field status changes in Xactimate claims forms.

The Solution

With the support from Xactware, Chetu was able to complete the integration using the newly introduced XactAnalysis, SOAP-based, XML API. Chetu created the following services to import data from Xactimate into the client's claim management system. These services were set-up in XactAnalysis and were triggered by Xactimate.

  • ImportEstimateReport
  • ImportNote
  • ImportActivityDiary
  • ImportStatus
  • ImportCustomerDocument

We created the following set of services to export claims data from the client's system into Xactimate using XactAnalysis.

  • ExportAssignment
  • ExportNotes
  • ExportStatus


Chetu, Inc. does not affect the opinion of this article. Any mention of specific names for software, companies or individuals does not constitute an endorsement from either party unless otherwise specified. All case studies and blogs are written with the full cooperation, knowledge and participation of the individuals mentioned. This blog should not be construed as legal advice.

Chetu was incorporated in 2000 and is headquartered in Florida. We deliver World-Class Software Development Solutions serving entrepreneurs to Fortune 500 clients. Our services include process and systems design, package implementation, custom development, business intelligence and reporting, systems integration, as well as testing, maintenance and support. Chetu's expertise spans across the entire IT spectrum.

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