The Previous Term placeholders access the total values for all bound transactions in the previous term. The references can access premium values, commissions, and taxes, for individual premium types or a total for all premium types.
The following placeholders return the previous term premium amount for a specific premium type, identified by name or Id number.
[[PreviousTerm/Premium/PremiumInfo[PremiumType='Name']/Amount]]
[[PreviousTerm/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 previous term, for all premium types.
[[PreviousTerm/Premium/TotalPremiumAmount]]
The following placeholders return the previous term commission amount for a specific premium type, identified by name or Id number.
[[PreviousTerm/Premium/PremiumInfo[PremiumType='Name']/CommissionAmount]]
[[PreviousTerm/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 previous term, for all premium types.
[[PreviousTerm/Premium/TotalCommissionAmount]]
The following placeholders return the previous term tax amount for a specific premium type, identified by name or Id number.
[[PreviousTerm/Premium/PremiumInfo[PremiumType='Name']/TotalTaxAmount]]
[[PreviousTerm/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 previous term, for all premium types.
[[PreviousTerm/Premium/TotalTaxAmount]]
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Note: When a renewal is created, the values for the previous term are copied into the renewal transaction for use with these placeholders. If the previous term is changed in any way (such as by endorsement), the details saved in the renewal transaction may no longer be valid. If the renewal has not yet been bound, it may be possible to delete it and create a new renewal transaction with the updated values. |
The following placeholder returns the Policy Number of the previous term.
[[PreviousTerm/PolicyNumber]]
