Get Policies Node

Finds insurance policies associated with the provided customer or organization details. The flow can use the matching policies to determine the next step or show relevant policy information.

Use Case

Use this node in a Danish claims-intake flow when the flow needs to find the customer's insurance policies before continuing with claim handling. For example, after collecting the customer's identifying details and the incident date, the node can find relevant policies so the flow can identify or present the policy connected to the reported incident.

The node searches the All Policies API using the customer number, or the social security number when no customer number is provided. When the Customership search is enabled, it also looks up policies in the Customership API by the supplied social security number and/or organization number, using the country input (use DK for Denmark). Results from the searches are combined and duplicate policy numbers are returned only once. The flow can then use the number of matches and policy details to guide the next step.

User Interface

This node has no user-facing UI. It retrieves matching policies and writes the results to the flow outputs below.

Behavior

This node looks up policies for a customer and makes the matching policies available to the rest of the flow. It runs automatically and does not ask the customer a question.

Information needed

• Provide at least one way to identify the customer: a social security number, customer number, or organization number.
• Country and incident date are also required.
• If any of this information is missing, the search is not started and the flow receives a message that the required information was not provided.

Finding policies

• The node searches for policies using the customer number, when available; otherwise, it uses the social security number. The incident date is included in this search.
• Depending on the system's configuration, it may also check the customer register using the social security number or organization number. The country is used for these checks.
• Results from the searches are combined. A policy is listed only once, even if it appears in more than one search. Entries without a policy number are omitted.
• If claim area or business area is specified, only policies in that area are included. The special-groups option limits the results to eligible special-group policies.

What the flow receives

• The flow receives the number of matching policies and a list of those policies.
• If no policies match, the count is zero and the result indicates that no match was found.
• If one or more policies match, the result indicates success. When exactly one policy matches, its details are also provided as individual values, such as policy number, product, and insured item. With multiple matches, use the policy list to access each policy's details.
• If one search is unavailable, results from other completed searches can still be used.

Node Metadata

Property	Description
Node class	GetPoliciesNode
MessageType	69
CanBeEdited	False
CanBeProcessedOnce	False
RequireUserResponse	No

Input Properties

Property	Description
incidentDate	Required incident date used by the All Policies search to find policies relevant to the reported incident.
country	Required country code, using the ISO 3166-1 alpha-2 format (for example, NO, SE, DK, or FI). The value is required even when Customership search is disabled. When that search is enabled, it is sent with SSN and organization-number lookups; the All Policies search does not use it. The node does not return a country output.
customerSsn	Customer social security number. It is used for the All Policies search when customerNumber is not provided. When Customership search is enabled, it also triggers a Customership lookup by SSN.
customerNumber	Customer number used by the All Policies search. If both customerNumber and customerSsn are provided, this value is used for that search.
organizationNumber	Organization number. When Customership search is enabled, it triggers a Customership lookup by organization number. It is not used by the All Policies search.
claimArea	Optional, case-insensitive filter using the policy's LineOfBusiness value (for example, Travel, Motor, PersonalInjury, or Property; not exhaustive). Leave empty to include all claim areas. Customership policies have no claim-area value, so a non-empty filter excludes them.
businessArea	Optional business-area filter. Use a business-area name from the policy data, such as Private, Commercial, or Undefined when applicable. Matching is case-insensitive. Leave this empty to include policies from all business areas.
onlyWithSpecialGroups	When true, returns only policies marked as special group policies. The All Policies search recognizes the supported special-group types; policies from Customership lookups are not marked as special group.
defaultValidationMessage	The default error message shown when the input is invalid or missing. This is used if no custom validation message is provided. Default Values: En:Please type in value No:Skriv noe Dk:Indtast værdi Fi:Kirjoita kenttään Se:Ange värde
sectionId	Groups this node visually under a specific section in TellUs. When multiple nodes share the same sectionId, they are displayed together under a shared header.
defaultValue	The initial value that is prefilled into the input field when the node is rendered. Useful for suggesting defaults or pre-populating known data.
isRequired	Determines whether the user must provide a value before continuing. If set to true, the form will not proceed without input. Default Values: En:true Allowed Values: true false
isRequiredValidationMessage	The error message shown when a required field is left empty. This overrides the default validation message when isRequired is true. Default Values: En:Value is required No:Verdi er påkrevd Dk:Værdi er påkrævet Fi:Arvo vaaditaan Se:Värde krävs

Output Properties

Property	Description
count	Number of unique policies remaining after duplicate removal and filters. Set to 0 when no policies match.
policyData	The list of matching policy data, after duplicate removal and filters. Set to an empty string when no policies match.
policySystem	Policy system for the matching policy. This single-policy output is populated only when exactly one policy matches.
policyNumber	Policy number for the matching policy. This single-policy output is populated only when exactly one policy matches.
productName	Product name for the matching policy, when provided by the source. This single-policy output is populated only when exactly one policy matches.
type	Policy type for the matching policy. This single-policy output is populated only when exactly one policy matches.
insuredObjectName	Name or description of the insured object for the matching policy. This single-policy output is populated only when exactly one policy matches.
insuredObjectType	Type of the insured object for the matching policy. This single-policy output is populated only when exactly one policy matches.
businessArea	Business area for the matching policy, such as Private, Commercial, or Undefined when the area is not known. The All Policies search provides this value directly. For customer-register results, eTopas and Tb policies are reported as Commercial; Primo and unrecognized policy systems are reported as Undefined. This output is populated only when exactly one policy matches.

Editor Example

Try it in the Atlas Editor

This link opens a prebuilt flow using this node in context. You can inspect how it's configured, how it's connected, and how it behaves in a real editor environment.