Customer Details
Provides key personal and contact details to support claims and customer servicing processes.
Provides customer and member details, supporting efficient claims tracking and servicing by supplying relevant information for each customer record.
The below diagram illustrates where in the customer journey the API can be utilised.
Member suffers an injury or illness
Member notifies fund of claimable event
Fund lodges claim with Zurich
Claim is created and assessed by Zurich
Decision is made on the member's claim
Claim is finalised
Data fields available
Funds can elect to integrate some or all of the below fields into their native UI.
| Data fields | Description of field |
|---|---|
| Customer Name | Name of the customer/member |
| Group Member Number | Unique member number within the group |
| Residential Address | Residential street address, city, state, postcode, country |
| Postal Address | Postal street address, city, state, postcode, country |
| Is Residential Address Same As Postal | Indicates if residential and postal addresses are the same |
| Is Mailing Address PO Box | Indicates if mailing address is a PO Box |
| Email Address | Customer/member's email address |
| Phone Number | Customer/member's phone number |
| Tax File Number | Tax file number for the customer/member |
| Claim Tax Free Threshold | Indicates if the customer/member is claiming the tax-free threshold |
| Preferred Contact Method | Preferred contact method for the customer/member |
API access for B2B leverages the OAuth 2.0 framework to ensure secure and authorised interactions for customers and partners. View our Authentication API documentation here.
Zurich is committed to continuously improving and expanding the services it provides its customers.
| Version | Changes made |
|---|---|
| Version 1.0 | Base customer services API released |
To access the API end points and mocking service, request access below.
You will then be directed to the Zurich Exchange website where you will need to either login or register with Zurich Exchange to access the API end points and Mocking service. You can login or register with Zurich Exchange at the top right-hand corner of the page.