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Document |
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Field | |
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Previous Term Policy Number |
ü |
ü |
ü | |
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•Word Ribbon |
Term Information / Previous Term Policy Number | |||
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[[PreviousTermPolicyNumber]] | |||
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•Calculated Field |
[[PreviousTerm/PolicyNumber]] | |||
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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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Previous Term Premium Name by Premium Id |
û |
û |
ü | |
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•Calculated Field |
[[PreviousTerm/Premium/PremiumInfo[PremiumTypeId='#']/PremiumType]] | |||
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Notes: Values must be called individually by premium type ID. | ||||
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Document |
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Field | |
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Previous Term Premium Amount |
û |
û |
ü | |
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•Calculated Field |
[[PreviousTerm/Premium/PremiumInfo[PremiumType='name']/Amount]] [[PreviousTerm/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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Previous Term Total Premium Amount |
û |
û |
ü | |
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•Calculated Field |
[[PreviousTerm/Premium/TotalPremiumAmount]] | |||
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Document |
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Field | |
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Previous Term Commission Amount |
û |
û |
ü | |
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•Calculated Field |
[[PreviousTerm/Premium/PremiumInfo[PremiumType='name']/CommissionAmount]] [[PreviousTerm/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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Previous Term Total Commission Amount |
û |
û |
ü | |
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•Calculated Field |
[[PreviousTerm/Premium/TotalCommissionAmount]] | |||
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Document |
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Field | |
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Previous Term Tax Amount by Premium |
û |
û |
ü | |
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•Calculated Field |
[[PreviousTerm/Premium/PremiumInfo[PremiumType='name']/TotalTaxAmount]] [[PreviousTerm/Premium/PremiumInfo[PremiumTypeId='#']/TotalTaxAmount]] [[PreviousTerm/Premium/PremiumInfo[PremiumType='name']/Taxes/Tax[TaxDescription='name']/TaxAmount]] [[PreviousTerm/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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Previous Term Total Tax Amount |
û |
û |
ü | |
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•Calculated Field |
[[PreviousTerm/Premium/TotalTaxAmount]] | |||