For each Party Information placeholder, the PartyRole must be specified. Enter an option from the following list:
PartyRole |
Description |
Claimant |
The party submitting the claim. |
Adjuster |
The adjuster company attached to the claim. |
Insurer |
The insurer company underwriting the policy. |
Assured |
The client company attached to the policy. |
Distributor |
The distributor company attached to the policy. |
|
Document |
|
Field |
Core | |
Party Role |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PartyRole]] | ||||
• Calculated Field |
[[Party/PartyRole/PartyRole]] |
|
Document |
|
Field |
Core | |
Party Claim Number |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PartyClaimNumber]] | ||||
• Calculated Field |
[[Party/PartyRole/PartyClaimNumber]] |
|
Document |
|
Field |
Core | |
Name |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/Name]] | ||||
• Calculated Field |
[[Party/PartyRole/Name]] |
|
Document |
|
Field |
Core | |
Phone Number |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/Phone]] | ||||
• Calculated Field |
[[Party/PartyRole/Phone]] |
|
Document |
|
Field |
Core | |
Email Address |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/Email]] | ||||
• Calculated Field |
[[Party/PartyRole/Email]] |
|
Document |
|
Field |
Core | |
Fax Number |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/Fax]] | ||||
• Calculated Field |
[[Party/PartyRole/Fax]] |
|
Document |
|
Field |
Core | |
Contact Name |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/ContactName]] | ||||
• Calculated Field |
[[Party/PartyRole/ContactName]] |
|
Document |
|
Field |
Core | |
Payment Method |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PaymentMethod]] | ||||
• Calculated Field |
[[Party/PartyRole/PaymentMethod]] |
|
Document |
|
Field |
Core | |
Company Type |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/CompanyType]] | ||||
• Calculated Field |
[[Party/PartyRole/CompanyType]] |
|
Document |
|
Field |
Core | |
Party General Purpose Field One |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/GeneralField1]] | ||||
• Calculated Field |
[[Party/PartyRole/GeneralField1]] |
|
Document |
|
Field |
Core | |
Party General Purpose Field Two |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/GeneralField2]] | ||||
• Calculated Field |
[[Party/PartyRole/GeneralField2]] |
|
Document |
|
Field |
Core | |
Party General Purpose Field Three |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/GeneralField3]] | ||||
• Calculated Field |
[[Party/PartyRole/GeneralField3]] |
|
Document |
|
Field |
Core | |
Address Line One |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/Address/AddressLine1]] | ||||
• Calculated Field |
[[Party/PartyRole/Address/AddressLine1]] |
|
Document |
|
Field |
Core | |
Address Line Two |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/Address/AddressLine2]] | ||||
• Calculated Field |
[[Party/PartyRole/Address/AddressLine2]] |
|
Document |
|
Field |
Core | |
City |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/Address/City]] | ||||
• Calculated Field |
[[Party/PartyRole/Address/City]] |
|
Document |
|
Field |
Core | |
State or Province |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/Address/StateProvince]] | ||||
• Calculated Field |
[[Party/PartyRole/Address/StateProvince]] |
|
Document |
|
Field |
Core | |
Country |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/Address/Country]] | ||||
• Calculated Field |
[[Party/PartyRole/Address/Country]] |
|
Document |
|
Field |
Core | |
Postal Code |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/Address/PostalCode]] | ||||
• Calculated Field |
[[Party/PartyRole/Address/PostalCode]] |
|
Document |
|
Field |
Core | |
Payee Reference Number |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/ReferenceNumber]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/ReferenceNumber]] |
|
Document |
|
Field |
Core | |
Payee Name |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/Name]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/Name]] |
|
Document |
|
Field |
Core | |
Payee Address |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/Address]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/Address]] |
|
Document |
|
Field |
Core | |
Payee City |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/City]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/City]] |
|
Document |
|
Field |
Core | |
Payee State or Province |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/StateProvince]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/StateProvince]] |
|
Document |
|
Field |
Core | |
Payee Country |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/Country]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/Country]] |
|
Document |
|
Field |
Core | |
Payee Postal Code |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/PostalCode]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/PostalCode]] |
|
Document |
|
Field |
Core | |
Payee Phone Number |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/Phone]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/Phone]] |
|
Document |
|
Field |
Core | |
Payee Email Address |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/Email]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/Email]] |
|
Document |
|
Field |
Core | |
Payee Fax Number |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/Fax]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/Fax]] |
|
Document |
|
Field |
Core | |
Payment Method |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/PaymentMethod]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/PaymentMethod]] |
|
Document |
|
Field |
Core | |
Payment Currency |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/Currency]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/Currency]] |
|
Document |
|
Field |
Core | |
Payee General Purpose Field One |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/GeneralField1]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/GeneralField1]] |
|
Document |
|
Field |
Core | |
Payee General Purpose Field Two |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/GeneralField2]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/GeneralField2]] |
|
Document |
|
Field |
Core | |
Payee General Purpose Field Three |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/PayeeInfo/GeneralField3]] | ||||
• Calculated Field |
[[Party/PartyRole/PayeeInfo/GeneralField3]] |
|
Document |
|
Field |
Core | |
Bank Details, Account Number |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/BankInfo/AccountNumber]] | ||||
• Calculated Field |
[[Party/PartyRole/BankInfo/AccountNumber]] |
|
Document |
|
Field |
Core | |
Bank Details, Routing Number |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/BankInfo/RoutingNumber]] | ||||
• Calculated Field |
[[Party/PartyRole/BankInfo/RoutingNumber]] |
|
Document |
|
Field |
Core | |
Bank Details, Name |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/BankInfo/Name]] | ||||
• Calculated Field |
[[Party/PartyRole/BankInfo/Name]] |
|
Document |
|
Field |
Core | |
Bank Details, Address |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/BankInfo/Address]] | ||||
• Calculated Field |
[[Party/PartyRole/BankInfo/Address]] |
|
Document |
|
Field |
Core | |
Bank Details, City |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/BankInfo/City]] | ||||
• Calculated Field |
[[Party/PartyRole/BankInfo/City]] |
|
Document |
|
Field |
Core | |
Bank Details, State or Province |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/BankInfo/StateProvince]] | ||||
• Calculated Field |
[[Party/PartyRole/BankInfo/StateProvince]] |
|
Document |
|
Field |
Core | |
Bank Details, Country |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/BankInfo/Country]] | ||||
• Calculated Field |
[[Party/PartyRole/BankInfo/Country]] |
|
Document |
|
Field |
Core | |
Bank Details, Postal Code |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/BankInfo/PostalCode]] | ||||
• Calculated Field |
[[Party/PartyRole/BankInfo/PostalCode]] |
|
Document |
|
Field |
Core | |
Bank Details General Purpose Field One |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/BankInfo/GeneralField1]] | ||||
• Calculated Field |
[[Party/PartyRole/BankInfo/GeneralField1]] |
|
Document |
|
Field |
Core | |
Bank Details General Purpose Field Two |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/BankInfo/GeneralField2]] | ||||
• Calculated Field |
[[Party/PartyRole/BankInfo/GeneralField2]] |
|
Document |
|
Field |
Core | |
Bank Details General Purpose Field Three |
û |
ü |
ü |
û | |
|
[[Party/PartyRole/BankInfo/GeneralField3]] | ||||
• Calculated Field |
[[Party/PartyRole/BankInfo/GeneralField3]] |