UAT Release – GA Support to Premium Finance Lite (AN_GASPFL_V1)

Adds manual GA sync API for Premium Finance Lite

What’s new

A new API service is available in Premium Finance Lite that allows a manual sync to be triggered for updating IPFS GA (General Agent) data in the system for a specific merchant. This gives operators an on-demand alternative to waiting for the regularly scheduled cron job to run.

Why it matters

You can now trigger a GA sync programmatically at any time, making it easier to recover from data discrepancies or push updates immediately after a GA change in IPFS without waiting for the next scheduled run.

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Adds manual GA sync button to the Admin Portal

What’s new

A new button has been added to the PF Lite feature page in the Admin Portal, allowing admins to trigger a manual GA sync directly from the UI at any time without waiting for the regular cron job.

Why it matters

Before this change, initiating a sync required either waiting for the scheduled job or triggering the API directly. Admins can now initiate a sync on demand from the portal without any technical intervention.

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Introduces automated GA sync for Premium Finance Lite

What’s new

A new scheduled API service has been introduced that runs automatically at a configured time, retrieves all GAs from IPFS, and syncs them into the system for each relevant merchant. This replaces the need for manual intervention to keep GA data current on a routine basis.

Why it matters

GA data in the system now stays automatically up to date with IPFS on a scheduled basis, reducing the risk of stale GA records being used in quote creation and other downstream flows.

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Adds GA search API by name

What’s new

A new API service allows callers to search for a General Agent by their unique name. This provides a targeted lookup mechanism for GA records without needing to retrieve the full list.

Why it matters

You can now look up a specific GA by name in a single API call, making it straightforward to integrate GA selection into quote creation flows or other workflows that require identifying a GA by name.

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Integrates GA search into the quote creation UI

What’s new

A dropdown search field has been added to the quote creation flow in the UI, allowing users to find and select a General Agent to associate with a new quote. The field is powered by the GA search API and supports searching by GA name.

Why it matters

Before this change, there was no UI mechanism to associate a GA with a quote at creation time. Users can now search for and add a GA directly within the quote creation workflow without leaving the page.

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Adds GA support to the Draft Quote JWT API

What’s new

The existing Draft Quote API has been updated to accept a GA object in the policy request body, enabling GA details to be included when creating a draft quote. The API for fetching quote details has also been updated to return the GA in the policy object.

Why it matters

Integrations that create draft quotes via the JWT API can now include GA information as part of the initial quote creation request, and retrieve it back when fetching quote details, without requiring a separate update step.

Changes

Parameter	Change Type	Resource / Endpoint
ga (in policy object)	Added	Draft Quote JWT API (Create)
ga (in policy object)	Added	Draft Quote JWT API (Get)

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Maps GA object to quote creation UI fields

What’s new

The GA object returned from the API is now mapped to the corresponding UI text fields in the quote creation flow, enabling both adding and displaying a GA when creating or viewing a quote.

Why it matters

GA data entered or retrieved via the API is now consistently reflected in the quote creation UI, ensuring that what is stored in the system matches what the user sees and interacts with on screen.

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Includes GA details in quote generation

What’s new

The existing quote creation flow has been updated to include GA details in the generated quote. When a GA is associated with a quote, that information is now carried through to the final quote output.

Why it matters

Before this change, GA information entered during quote creation was not reflected in the generated quote. GA details are now included end-to-end, from selection through to the final quote document.

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Displays GA on saved policies in search results

What’s new

When a GA is added during quote creation, it is now mapped to the resulting policy and displayed when that policy is retrieved via the saved policy search. This ensures GA association is visible throughout the policy lifecycle, not just at quote time.

Why it matters

Before this change, a GA associated with a quote was not surfaced when searching saved policies, making it difficult to identify which GA was linked to a given policy. GA information is now consistently visible at both the quote and policy level.

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UAT Release – GA Support to Premium Finance Lite (AN_GASPFL_V1)

Release Date: Mar 31, 2026

Release Status: Deployed to UAT

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Create GA Manual Sync in Existing Premium Finance Lite [AN-46447]

An API service in premium finance lite to perform manual sync for updating IPFS GA in our system for a merchant.

Client Facing: No

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Integrate Manual Sync API in Admin Portal [AN-46462]

UI to display a button on PF lite feature page to perform a manual sync at any time without waiting for regular Cron job.

Client Facing: Yes

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Create Auto Sync for GA in Premium Finance Lite [AN-45696]

An API service which will execute on a given time and retrieve all GAs from IPFS and sync in our system for a specific merchant.

Client Facing: No

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Create Get API for GA with Search by Name [AN-45749]

An API service which will be able to search a GA with its unique name.

Client Facing: No

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Integrate Get GA Details to Fetch and Search GA [AN-46419]

UI to display a dropdown search option to find GA and add it in quote creation.

Client Facing: Yes

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Add GA for Draft Quote in JWT API [AN-45768]

Update existing draft quote to support GA in the policy request for quote creation.

Client Facing: No

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Return GA in the Draft JWT API [AN-46116]

Update existing API to fetch quote details for GA in policy object.

Client Facing: No

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Integrate GA Object in Policy Details [AN-46394]

UI to map GA Object with UI text field for Add and get GA in quote creation.

Client Facing: Yes

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Generate a Quote with GA Object [AN-46888]

Update existing quote creation to support GA details in the generated quote.

Client Facing: Yes

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Search Saved Policies Should Show GA When Added [AN-47244]

The GA added while quote creation should be mapped to Policy and should be displayed when policy is searched.

Client Facing: Yes