ipol — Policy Manager

ipol manages insurance policy data migration between environments. It provides commands to export, import, copy, and transfer policy records stored in DB2 databases.

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Commands

Export a Policy

ipol export --region <REGION> --id <POLICY_ID> [--tag <TAG>]

Exports a policy's data from a DB2 database into a compressed archive file (.ixf.tar.zst).

Example:

ipol export --region DEV --id POL-2024-001 --tag backup-v1

Import a Policy

ipol import --region <REGION> --file <ARCHIVE_PATH>

Imports a policy archive into a target database environment.

Example:

ipol import --region ST --file ./exports/policy_POL001_backup.ixf.tar.zst

Copy a Policy Between Environments

ipol copy --from <SOURCE_REGION> --to <DEST_REGION> --id <POLICY_ID>

Copies a policy from one environment to another. This combines export + transfer + import in a single operation.

Example:

ipol copy --from DEV --to ST --id POL-2024-001

Download a Policy Archive from Remote

ipol download --region <REGION> --id <POLICY_ID>

Downloads a policy archive from a remote server to your local machine.

Check Task Status

ipol task

Lists all policy tasks and their current status.

List Available Regions

ipol regions

Lists all configured regions from the iman.toml configuration.

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How Policy Migration Works

Export Process

1. Reads the table list from CSV configuration
2. For each table, generates a SQL query using the policy ID
3. Exports each table's data to IXF format using DB2
4. Creates metadata (meta.toml) with record counts
5. Compresses everything into a .ixf.tar.zst archive

Import Process

1. Decompresses the archive
2. Reads metadata to identify the source policy
3. Deletes existing data for that policy in the target database
4. Imports each IXF file into the corresponding table
5. Retries failed tables (up to 3 attempts)
6. Verifies import counts match the export

Copy Scenarios

Source	Destination	What Happens
Local	Local	Export → Import (direct)
Local	Remote	Export → Upload → Import on remote
Remote	Local	Download → Import locally
Remote	Remote	Download → Upload → Import on remote

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Archive Format

Each policy archive contains:

policy_POL001_backup.ixf.tar.zst
├── meta.toml          # Metadata (table count, record count, source)
├── POLICY.ixf         # Table data in IXF format
├── COVERAGE.ixf
├── PREMIUM.ixf
├── ...
├── POLICY_export.msg  # Export messages
└── POLICY_delete.sql  # Generated cleanup SQL

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Task Monitoring

Policy operations run as background tasks on the isman server. You can monitor their progress:

• VS Code: Open the Ingenium Management panel → Policy Tasks section
• CLI: Run ipol task to list all tasks

Each task shows its current status: New, Waiting, Active, Processing, Done, or Error.

tip

For most day-to-day work, use the VS Code extension's sidebar to manage policies — it provides a visual task tracker with live status updates.