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Document |
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Field | |
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Current Term Policy Number |
ü |
ü |
ü | |
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•Word Ribbon |
Policy Information / Policy Number | |||
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[[SubPolPolicyNo]] | |||
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•Calculated Field |
[[SubPolPolicyNo]] | |||
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Notes: If the policy number is numeric with certain dividing characters (eg: 2013-0012-17), the String: prefix may be necessary for the value to display properly. | ||||
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Document |
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Field | |
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Current Term ID |
ü |
ü |
ü | |
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•Word Ribbon |
Policy Information / Policy Term ID | |||
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[[SubPolPolicyTermID]] | |||
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•Calculated Field |
[[SubPolPolicyTermID]] | |||
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Notes: The leading zeroes are removed by default. To keep the zeroes, the placeholder must be prefixed by String: and the field must be a text field. | ||||
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Document |
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Field | |
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Current Term Effective Date |
ü |
ü |
ü | |
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•Word Ribbon |
Term Information / Term Effective Date | |||
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|
[[TermEffectiveDate]] | |||
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•Calculated Field |
[[CurrentTerm/EffectiveDate]] | |||
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Notes: In Date Picker type fields, the year, month, and day are displayed, formatted according to browser settings. In a text field, the date and time is shown in the internal system format. This data is only updated on calculating quote. If the effective date is changed, it will not be reflected in this placeholder until a new quote is calculated. | ||||
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Document |
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Field | |
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Current Term Expiry Date |
ü |
ü |
ü | |
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•Word Ribbon |
Term Information / Term Expiry Date | |||
|
|
[[TermExpiryDate]] | |||
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•Calculated Field |
[[CurrentTerm/ExpiryDate]] | |||
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Notes: In Date Picker type fields, the year, month, and day are displayed, formatted according to browser settings. In a text field, the date and time is shown in the internal system format. This data is only updated on calculating quote. If the expiry date is changed, it will not be reflected in this placeholder until a new quote is calculated. | ||||
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Document |
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Field | |
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Current Term Number |
ü |
ü |
û | |
|
•Word Ribbon |
Term Information / Term Number | |||
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|
[[TermNumber]] | |||
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Document |
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Field | |
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Current Term Premium Amount |
û |
û |
ü | |
|
•Calculated Field |
[[CurrentTerm/Premium/PremiumInfo[PremiumType='name']/Amount]] [[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/Amount]] | |||
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Notes: Values must be called individually by premium type Name or ID. | ||||
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Document |
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Field | |
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Current Term Total Premium Amount |
ü |
ü |
ü | |
|
•Word Ribbon |
Term Information / Term Total Premium | |||
|
|
[[TermTotalPremium]] | |||
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•Calculated Field |
[[CurrentTerm/Premium/TotalPremiumAmount]] | |||
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Document |
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Field | |
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Current Term Commission Amount |
û |
û |
ü | |
|
•Calculated Field |
[[CurrentTerm/Premium/PremiumInfo[PremiumType='name']/CommissionAmount]] [[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/CommissionAmount]] | |||
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Notes: Values must be called individually by premium type Name or ID. | ||||
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Document |
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Field | |
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Current Term Total Commission Amount |
û |
û |
ü | |
|
•Calculated Field |
[[CurrentTerm/Premium/TotalCommissionAmount]] | |||
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Document |
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Field | |
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Current Term Tax Amount by Premium |
û |
û |
ü | |
|
•Calculated Field |
[[CurrentTerm/Premium/PremiumInfo[PremiumType='name']/TotalTaxAmount]] [[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/TotalTaxAmount]] [[CurrentTerm/Premium/PremiumInfo[PremiumType='name']/Taxes/Tax[TaxDescription='name']/TaxAmount]] [[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/Taxes/Tax[TaxDescription='name']/TaxAmount]] | |||
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Notes: Values must be called individually by premium type Name or ID. If more than one Tax exists for any premium type, a second qualifier must be used to locate individual values. Use the name of the tax in the [TaxDescription='name'] qualifier as shown. | ||||
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Document |
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Field | |
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Current Term Total Tax Amount |
û |
û |
ü | |
|
•Calculated Field |
[[CurrentTerm/Premium/TotalTaxAmount]] | |||