Skip to main content

Get Policies Node

The Get Policies node searches for travel insurance policies using customer number, policy number, or customer authentication. This non-visual node retrieves matching policies and returns policy details and policy count for use in subsequent nodes in the flow.

info

To display policy information to the user, use the Show Policies node after retrieving the data with the Get Policies node.

Use Case​

Use the Get Policies node when you want to:

  • Retrieve travel insurance policies for a customer based on their customer number, policy number, or authenticated identity.
  • Fetch policy details and coverage information to display available travel policies in a flow.
  • Search for policies within a specific time period (default 30 days) based on policy validity dates.

Don't use it when:

  • You need to retrieve motor or other insurance types; this node is specific to travel policies.
  • None of the required search parameters (customer number, policy number, or authentication) are available.
  • You need to retrieve policies with a validity period different from the default 30 days without input customization.

UI Examples​

Only output, no UI

Behavior​

  • Non-blocking: the node executes in the background without user interaction.
  • Requires input: expects at least one of the following: customer number, policy number, or customer authentication.
  • Produces output: returns a list of matching travel policies with policy count and individual policy details.
  • Renders: no UI elements.
  • Validation: logs error and returns SearchDataNotProvided status if no search parameters are available.
  • Policy filtering: filters policies by validity date (default 30 days unless otherwise specified) and returns the most recent matching policy if multiple are found.
  • Output handling: returns Ok status with policy data if policies found, Not status if no policies match the search criteria.

Node Metadata​

PropertyDescription
Node classGetPoliciesNode
MessageType121
CanBeEditedFalse
CanBeProcessedOnceFalse
RequireUserResponseNo

Input Properties​

PropertyDescription
customerNumber

The customer number to search for travel policies.

policyValidDaysAgo

The number of days to look back for valid policies (default 30 days).

  • Default Values:
      • En:30
policyNumber

The policy number to search for a specific travel policy.

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​

PropertyDescription
policyCount

The number of travel policies found for the customer.

policyData

The complete list of travel policies retrieved from the search.

policyType

The type of travel policy.

chosenPolicy

The travel policy selected or returned by the search.

policyNumber

The policy number of the retrieved travel policy.

personType

The type of person the policy covers.

productCode

The product code for the travel insurance product.

productName

The name of the travel insurance product.

policyHolderSsn

The social security number of the policy holder.

policyHolderCustomerNumber

The customer number of the policy holder.

coverageType

The type of coverage provided by the travel policy.

productArea

The product area classification for the travel insurance.

productSubCode

The sub-code classification for the travel insurance product.

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.

Node in TellUs