Current Term Information

The Current Term placeholders access the total values for all bound transactions in the current term.  The references can access premium values, commissions, and taxes, for individual premium types or a total for all premium types.

 

Premium Details

The following placeholders return the term premium amount for a specific premium type, identified by name or Id number.

 

[[CurrentTerm/Premium/PremiumInfo[PremiumType='Name']/Amount]]

 

[[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/Amount]]

 

Where Name is the full name or # is the Id number of the required premium type.  See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type.

 

The following placeholder returns the total bound premium for the term, for all premium types.

 

[[CurrentTerm/Premium/TotalPremiumAmount]]

 

Commission Details

The following placeholders return the term commission amount for a specific premium type, identified by name or Id number.

 

[[CurrentTerm/Premium/PremiumInfo[PremiumType='Name']/CommissionAmount]]

 

[[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/CommissionAmount]]

 

Where Name is the full name or # is the Id number of the required premium type.  See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type.

 

The following placeholder returns the total bound commission amount for the term, for all premium types.

 

[[CurrentTerm/Premium/TotalCommissionAmount]]

 

Tax Details

The following placeholders return the term tax amount for a specific premium type, identified by name or Id number.

 

[[CurrentTerm/Premium/PremiumInfo[PremiumType='Name']/TotalTaxAmount]]

 

[[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/TotalTaxAmount]]

 

Where Name is the full name or # is the Id number of the required premium type.  See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type.

 

The following placeholder returns the total tax amount for the term, for all premium types.

 

[[CurrentTerm/Premium/TotalTaxAmount]]

 

Notes:  Only values from Bound transactions within the current term are returned.  Using these references in a submission may have one value before binding (when the transaction being viewed is not included in the calculation) and a different value after binding (when the transaction being viewed is included in the calculation).

Once a transaction in a particular term is bound, the calculated fields are locked for that transaction.  They are not updated if other transactions are subsequently bound within the same term.

 

 

Term Period Dates

The following placeholders return the start and end dates of the current term.

 

[[CurrentTerm/EffectiveDate]]

 

[[CurrentTerm/ExpiryDate]]