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Manual Deployment

BizDynamics Admin is prerequisite for all BizDynamics components. Below sections provide the details on each component.

DealFoundry API​

This API is responsible for all Quote related transactions. To deploy DealFoundry API, follow these steps:

  • Create API app in azure.
  • Update the configuration as required.
  • Browse the help page to validate the deployment.

Notification API​

These APIs help to notify users by sending notifications to the channels of their choice. It allows building a great notification experience across multiple channels such as SMS, Email, WEB (Push Notifications), APP, and Social Media (Facebook and Twitter) notifications. To deploy Notification API, follow these steps:

  • Create API app in azure.
  • Update the configuration as required.
  • Browse the dashboard page to validate the deployment.

Notes & Diaries API​

These APIs are responsible for all Tasks, Notes, and Attachments for Tenant Id , Application Id, and Entity Id. It allows the users to create Notes for given Notes Model, create Attachments for given Attachment Model, and upload documents for a particular Attachment Id. To deploy Notes & Diaries API, follow these steps:

  1. Create API app in azure.
  2. Update the configuration as required.
  3. Browse the dashboard page to validate the deployment.

Agent Portal​

This web app is responsible for Agents view. To deploy Agent Web app, follow these steps:

  1. Create Web app in azure.
  2. Update the configuration as required.
  3. Browse the dashboard page to validate the deployment.

Underwriter Portal​

This web app is responsible for Underwriter view. To deploy Underwriter Web app, follow these steps:

  1. Create Web app in azure.
  2. Update the configuration as required.
  3. Browse the dashboard page to validate the deployment.

Customer Portal​

This web app is responsible for Customer view. To deploy Customer Web app, follow these steps:

  1. Create Web app in azure.
  2. Update the configuration as required.
  3. Browse the dashboard page to validate the deployment.

WorkLoad (LOB) Portal​

This web app is responsible for quoting pages based on LOB. To deploy workload files for agents, follow the below steps:

  1. Navigate to Agent app root folder and create a sub folder with name 'BD'.
  2. Place all workload files inside 'BD' folder.
  3. Update the configuration as required.
  4. Browse the quote creation page to validate the deployment.
note

These files need to be deployed inside the Agent app or UnderWriter app.

To deploy workload files for Underwriter, follow the below steps:

  1. Navigate to Underwriter app root folder and create a sub folder with name 'BD'.
  2. Place all workload files inside 'BD' folder.
  3. Update the configuration as required.
  4. Browse the quote creation page to validate the deployment.

To deploy workload files for Customer, follow the below steps:

  1. Navigate to Customer app root folder and create a sub folder with name 'BD'.
  2. Place all workload files inside 'BD' folder.
  3. Update the configuration as required.
  4. Browse the quote creation page to validate the deployment.