Full Placeholders List for Policy Information

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Full Placeholders List for Policy Information

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Placeholders are the identifying codes that allow live data to be pulled from the system for use in generated documents, e-mails, triggers, and calculated fields. But not all placeholders work in all three formats, some require different codes for different formats, others require specific conditions for the calculated field.

This section identifies all placeholders for the Policy module, and provides the necessary information to use the placeholders effectively.

Client Company Information

Client Company Address
Word Ribbon	Company Client / Client Address
E-mail	[[InsuredAddress]]
Calculated Field	[[InsuredAddress]]
Client Company City
Word Ribbon	Company Client / Client City
E-mail	[[InsuredCity]]
Calculated Field	[[InsuredCity]]
Client Company Contact First Name
Word Ribbon	Company Client / Client Contact First Name
E-mail	[[InsuredContactFirstName]]
Calculated Field	[[InsuredContactFirstName]]
Client Company Contact Last Name
Word Ribbon	Company Client / Client Contact Last Name
E-mail	[[InsuredContactLastName]]
Calculated Field	[[InsuredContactLastName]]
Client Company Contact Employee Number
Word Ribbon	Company Client / Client Contact Employee Number
E-mail	[[InsuredContactEmployeeNumber]]
Calculated Field	[[InsuredContactEmployeeNumber]]
Client Company Contact Phone
Word Ribbon	Company Client / Client Contact Phone
E-mail	[[InsuredContactPhone]]
Calculated Field	[[InsuredContactPhone]]
Notes: For calculated fields, the placeholder must be prefixed by String: for the data to display properly.
Client Company Contact Email
Word Ribbon	Company Client / Client Contact Email
E-mail	[[InsuredEmail]]
Calculated Field	[[InsuredEmail]]
Client Company Country
Word Ribbon	Company Client / Client Country
E-mail	[[InsuredCountry]]
Calculated Field	[[InsuredCountry]]
Client Company Fax
Word Ribbon	Company Client / Client Fax
E-mail	[[InsuredFax]]
Calculated Field	[[InsuredFax]]
Notes: For calculated fields, the placeholder must be prefixed by String: for the data to display properly.
Client Company Name
Word Ribbon	Company Client / Client Name
E-mail	[[InsuredCompanyName]]
Calculated Field	[[InsuredCompanyName]]
Client Company Phone
Word Ribbon	Company Client / Client Phone
E-mail	[[InsuredPhone]]
Calculated Field	[[InsuredPhone]]
Notes: For calculated fields, the placeholder must be prefixed by String: for the data to display properly.
Client Company State
Word Ribbon	Company Client / Client State
E-mail	[[InsuredState]]
Calculated Field	[[InsuredState]]
Client Company Website
Word Ribbon	Company Client / Client Website
E-mail	[[InsuredWebsite]]
Calculated Field	[[InsuredWebsite]]
Client Company Zip/Postal Code
Word Ribbon	Company Client / Client Zip/Postal Code
E-mail	[[InsuredZip]]
Calculated Field	[[InsuredZip]]
Client Company Code
Word Ribbon	Company Client / Client Code
E-mail	[[InsuredCode]]
Calculated Field	[[InsuredCode]]

Individual Client Information

Individual Client First Name
Word Ribbon	Individual Client / Client First Name
E-mail	[[InsuredContactFirstName]]
Calculated Field	[[InsuredContactFirstName]]
Individual Client Last Name
Word Ribbon	Individual Client / Client Last Name
E-mail	[[InsuredContactLastName]]
Calculated Field	[[InsuredContactLastName]]
Individual Client Address
Word Ribbon	Individual Client / Client Address
E-mail	[[InsuredAddress]]
Calculated Field	[[InsuredAddress]]
Individual Client City
Word Ribbon	Individual Client / Client City
E-mail	[[InsuredCity]]
Calculated Field	[[InsuredCity]]
Individual Client Country
Word Ribbon	Individual Client / Client Country
E-mail	[[InsuredCountry]]
Calculated Field	[[InsuredCountry]]
Individual Client State/Province
Word Ribbon	Individual Client / Client State
E-mail	[[InsuredState]]
Calculated Field	[[InsuredState]]
Individual Client Zip
Word Ribbon	Individual Client / Client Zip/Postal Code
E-mail	[[InsuredZip]]
Calculated Field	[[InsuredZip]]
Individual Client Email
Word Ribbon	Individual Client / Client Email
E-mail	[[InsuredEmail]]
Calculated Field	[[InsuredEmail]]
Individual Client Phone
Word Ribbon	Individual Client / Client Phone
E-mail	[[InsuredPhone]]
Calculated Field	[[InsuredPhone]]
Notes: For calculated fields, the placeholder must be prefixed by String: for the data to display properly.
Individual Client Code
Word Ribbon	Individual Client / Client Code
E-mail	[[InsuredCode]]
Calculated Field	[[InsuredCode]]

Distributor Information

Distributor Address
Word Ribbon	Distributor / Distributor Address
E-mail	[[DistributorAddress]]
Calculated Field	[[DistributorAddress]]
Distributor City
Word Ribbon	Distributor / Distributor City
E-mail	[[DistributorCity]]
Calculated Field	[[DistributorCity]]
Distributor Client Code
Word Ribbon	Distributor / Distributor Client Code
E-mail	[[DistributorClientCode]]
Calculated Field	[[DistributorClientCode]]
Notes: This is the value of the Code field in the Distributor Information page.
Distributor Code
Word Ribbon	Distributor / Distributor Code
E-mail	[[DistributorCode]]
Calculated Field	[[DistributorCode]]
Notes: This is the value of the Distributor Code field in the Distributor Information page.
Distributor Reference Code
Word Ribbon	Distributor / Distributor Reference Code
E-mail	[[DistributorReferenceCode]]
Calculated Field	[[DistributorReferenceCode]]
Notes: This is the value of the Distributor Reference Code field in the Master Cover Association window of the Distributor Information page.
Distributor Commission
Word Ribbon	Distributor / Distributor Commission
E-mail	[[DistributorCommission]]
Calculated Field	[[DistributorCommission]]
Distributor Country
Word Ribbon	Distributor / Distributor Country
E-mail	[[DistributorCountry]]
Calculated Field	[[DistributorCountry]]
Distributor Fax
Word Ribbon	Distributor / Distributor Fax
E-mail	[[DistributorFax]]
Calculated Field	[[DistributorFax]]
Notes: For calculated fields, the placeholder must be prefixed by String: for the data to display properly.
Distributor Name
Word Ribbon	Distributor / Distributor Name
E-mail	[[DistributorName]]
Calculated Field	[[DistributorName]]
Distributor Phone
Word Ribbon	Distributor / Distributor Phone
E-mail	[[DistributorPhone]]
Calculated Field	[[DistributorPhone]]
Notes: For calculated fields, the placeholder must be prefixed by String: for the data to display properly.
Distributor State/Province
Word Ribbon	Distributor / Distributor State/Province
E-mail	[[DistributorStateProvince]]
Calculated Field	[[DistributorStateProvince]]
Distributor Website
Word Ribbon	Distributor / Distributor Website
E-mail	[[DistributorWebsite]]
Calculated Field	[[DistributorWebsite]]
Distributor Zip/Postal Code
Word Ribbon	Distributor / Distributor Zip/Postal Code
E-mail	[[DistributorZipPostalCode]]
Calculated Field	[[DistributorZipPostalCode]]
Distributor Primary Contact First Name
Word Ribbon	Distributor / Distributor Contact First Name
E-mail	[[DistributorContactFirstName]]
Calculated Field	[[DistributorContactFirstName]]
Distributor Primary Contact Last Name
Word Ribbon	Distributor / Distributor Contact Last Name
E-mail	[[DistributorContactLastName]]
Calculated Field	[[DistributorContactLastName]]
Distributor Primary Contact Employee Number
Word Ribbon	Distributor / Distributor Contact Employee Number
E-mail	[[DistributorContactEmployeeNumber]]
Calculated Field	[[DistributorContactEmployeeNumber]]
Distributor Primary Contact Email
Word Ribbon	Distributor / Distributor Contact Email
E-mail	[[DistributorContactEmail]]
Calculated Field	[[DistributorContactEmail]]
Distributor Primary Contact Phone
Word Ribbon	Distributor / Distributor Contact Phone
E-mail	[[DistributorContactPhone]]
Calculated Field	[[DistributorContactPhone]]
Notes: For calculated fields, the placeholder must be prefixed by String: for the data to display properly.

Insurer Information

Insurer Address
Word Ribbon	Insurer / Insurer Address
E-mail	[[InsurerAddress]]
Calculated Field	[[InsurerAddress]]
Insurer City
Word Ribbon	Insurer / Insurer City
E-mail	[[InsurerCity]]
Calculated Field	[[InsurerCity]]
Insurer Client Code
Word Ribbon	Insurer / Insurer Client Code
E-mail	[[InsurerClientCode]]
Calculated Field	[[InsurerClientCode]]
Insurer Code
Word Ribbon	Insurer / Insurer Code
E-mail	[[InsurerCode]]
Calculated Field	[[InsurerCode]]
Insurer Country
Word Ribbon	Insurer / Insurer Country
E-mail	[[InsurerCountry]]
Calculated Field	[[InsurerCountry]]
Insurer Fax
Word Ribbon	Insurer / Insurer Fax
E-mail	[[InsurerFax]]
Calculated Field	[[InsurerFax]]
Notes: For calculated fields, the placeholder must be prefixed by String: for the data to display properly.
Insurer Name
Word Ribbon	Insurer / Insurer Name
E-mail	[[InsurerName]]
Calculated Field	[[InsurerName]]
Insurer Phone
Word Ribbon	Insurer / Insurer Phone
E-mail	[[InsurerPhone]]
Calculated Field	[[InsurerPhone]]
Notes: For calculated fields, the placeholder must be prefixed by String: for the data to display properly.
Insurer Reference Code
Word Ribbon	Insurer / Insurer Reference Code
E-mail	[[InsurerReferenceCode]]
Calculated Field	[[InsurerReferenceCode]]
Insurer Risk Percentage
Word Ribbon	Insurer / Insurer Risk Percentage
E-mail	[[InsurerRiskPercentage]]
Calculated Field	[[InsurerRiskPercentage]]
Insurer State/Province
Word Ribbon	Insurer / Insurer State/Province
E-mail	[[InsurerStateProvince]]
Calculated Field	[[InsurerStateProvince]]
Insurer Website
Word Ribbon	Insurer / Insurer Website
E-mail	[[InsurerWebsite]]
Calculated Field	[[InsurerWebsite]]
Insurer Zip/Postal Code
Word Ribbon	Insurer / Insurer Zip/Postal Code
E-mail	[[InsurerZipPostalCode]]
Calculated Field	[[InsurerZipPostalCode]]
Insurer Primary Contact First Name
Word Ribbon	Insurer / Insurer Contact First Name
E-mail	[[InsurerContactFirstName]]
Calculated Field	[[InsurerContactFirstName]]
Insurer Primary Contact Last Name
Word Ribbon	Insurer / Insurer Contact Last Name
E-mail	[[InsurerContactLastName]]
Calculated Field	[[InsurerContactLastName]]
Insurer Primary Contact Employee Number
Word Ribbon	Insurer / Insurer Contact Employee Number
E-mail	[[InsurerContactEmployeeNumber]]
Calculated Field	[[InsurerContactEmployeeNumber]]
Insurer Primary Contact Email
Word Ribbon	Insurer / Insurer Contact Email
E-mail	[[InsurerContactEmail]]
Calculated Field	[[InsurerContactEmail]]
Insurer Primary Contact Phone
Word Ribbon	Insurer / Insurer Contact Phone
E-mail	[[InsurerContactPhone]]
Calculated Field	[[InsurerContactPhone]]
Notes: For calculated fields, the placeholder must be prefixed by String: for the data to display properly.

Policy Information

Policy Created Date
Word Ribbon	Policy Information / Created Date
E-mail	[[CreatedDate]]
Calculated Field	[[CreatedDate]]
Notes: This placeholder is populated by the transaction Created Date, and not the policy inception date for the original New Business transaction. 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.
Policy First Quoted Date
Word Ribbon	Policy Information / First Quoted Date
E-mail	[[FirstQuotedDate]]
Calculated Field	[[FirstQuotedDate]]
Notes: This placeholder is populated by the transaction First Quoted Date, and not the date the original New Business transaction was quoted. 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.
Policy Last Quoted Date
Word Ribbon	Policy Information / Last Quoted Date
E-mail	[[LastQuotedDate]]
Calculated Field	[[LastQuotedDate]]
Notes: This placeholder is populated by the transaction Last Quoted Date, and not last date the original New Business transaction was quoted. 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.
Product
Word Ribbon	Policy Information / Product
E-mail	[[SubPolProduct]]
Calculated Field	[[SubPolProduct]]
Cancellation Date
Calculated Field	[[CancellationInfoUserControl/CancellationDate]]
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.
Cancellation Reason
Word Ribbon	Policy Information / Cancellation Reason Name
E-mail	[[CancellationReason]]
Calculated Field	[[CancellationInfoUserControl/CancellationReason]]
Cancellation Reason - Other
Word Ribbon	Policy Information / Cancellation Reason - Other Description
E-mail	[[IfOtherSpecify]]
Calculated Field	[[CancellationInfoUserControl/IfOtherSpecify]]
Rescission Date
Word Ribbon	Policy Information / Rescission Date
E-mail	[[TransactionRescissionDate]]
Calculated Field	[[TransactionRescissionDate]]
Reinstatement Reason Name
Word Ribbon	Policy Information / Reinstatement Reason Name
E-mail	[[ReinstatementReasonName]]
Calculated Field	[[ReinstatementReasonName]]
Reinstatement Reason Code
Word Ribbon	Policy Information / Reinstatement Reason Code
E-mail	[[ReinstatementReasonCode]]
Calculated Field	[[ReinstatementReasonCode]]
Submission Version Name
Word Ribbon	Policy Information / Submission Version Name
E-mail	[[SubmissionVersionName]]
Calculated Field	[[SubmissionVersionName]]
Submission Version Number
Word Ribbon	Policy Information / Submission Version Number
E-mail	[[SubmissionVersionNumber]]
Calculated Field	[[SubmissionVersionNumber]]

Transaction Information

Transaction ID
Word Ribbon	Policy Information / System ID
E-mail	[[SubPolSystemID]]
Calculated Field	[[SubPolSystemID]]
Notes: Retrieves the Transaction ID for the current transaction. 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.
Internal Transaction ID
E-mail	[[TransactionResourceId]]
Calculated Field	[[TransactionResourceId]]
Notes: Retrieves the internal ID of the transaction, used for external services integrating with the Bridge Specialty Suite.
Created By First Name
Word Ribbon	Policy Information / Created By First Name
E-mail	[[CreatedByFirstName]]
Calculated Field	See the $CreatedByFirstName() function.
Created By Last Name
Word Ribbon	Policy Information / Created By Last Name
E-mail	[[CreatedByLastName]]
Calculated Field	See the $CreatedByLastName() function.
Last Modified By First Name
Word Ribbon	Policy Information / Modified By First Name
E-mail	[[ModifiedByFirstName]]
Calculated Field	See the $ModifiedByFirstName() function.
Last Modified By Last Name
Word Ribbon	Policy Information / Modified By Last Name
E-mail	[[ModifiedByLastName]]
Calculated Field	See the $ModifiedByLastName() function.
Last Modified Date
E-mail	[[ModifiedDate]]
Calculated Field	[[ModifiedDate]]
Notes: Contains the date and time of the last change to the transaction. The following actions will not update this value: Clicking the Previous button. Clicking the Save & Refresh or Next buttons without making any changes to the transaction. Generating documents, attaching files (either through the Attachments feature or a File Upload field), or sending e-mails. The date and time are saved in the full system format, such as "2015-10-28T18:16:12.3313239-04:00". Formatting placeholders and functions can be used to modify the value for presentation.
Last Status Changed By First Name
Word Ribbon	Policy Information / Last Status Changed By First Name
E-mail	[[LastStatusChangedByFirstName]]
Last Status Changed By Last Name
Word Ribbon	Policy Information / Last Status Changed By Last Name
E-mail	[[LastStatusChangedByLastName]]
Last Integration Run Date and Time
Calculated Field	[[Integrations/Integration[Code='code']/StartTime]]
Notes: Retrieves the last date and time a specific integration ran successfully. This data is stored for each different integration configuration the first time it is run within a transaction. The integration configuration is identified by the code. If the resulting date and time are to be used for date comparisons, the field containing this placeholder should be a text field. If a date picker field is used, it will lose the time component.
Status
Calculated Field	[[SubPolStatus]]
Correction Type
E-mail	[[CorrectionType]
Effective Date
Word Ribbon	Policy Information / Effective Date
E-mail	[[PolicyEffectiveDate]]
Calculated Field	[[PolicyEffectiveDate]]
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.
Valid Until Date
Word Ribbon	Policy Information / Valid Until Date
E-mail	[[PolicyValidUntilDate]]
Calculated Field	[[PolicyValidUntilDate]]
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.
Bound Date
Word Ribbon	Policy Information / Bound Date
E-mail	[[BoundDate]]
Calculated Field	[[BoundDate]]
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.
Endorsement Number
Word Ribbon	Policy Information / Endorsement Number
E-mail	[[EndorsementNumber]]
Adjustment Number
Word Ribbon	Policy Information / Adjustment Number
E-mail	[[AdjustmentNumber]]
Referral Reason
E-mail	[[Referral]]
Rejection Reason
Word Ribbon	Policy Information / Referral Rejection Reason
E-mail	[[ReferralRejectionReason]]
Calculated Field	[[ReferralRejectionReason]]
Note: The placeholder provides the Rejection Reason for declined transactions.
Lost Reason
Word Ribbon	Policy Information / Lost Reason
E-mail	[[LostReasonLabel]]
Calculated Field	[[LostReasonLabel]]
Void Reason Name
E-mail	[[VoidReasonName]]
Void Reason Code
E-mail	[[VoidReasonCode]]
Void Reason Details
E-mail	[[VoidReasonDetails]]

Compliance Information

Compliance Successful
Word Ribbon	Compliance Information / Compliance Successful
E-mail	[[ComplianceSuccessful]]
Calculated Field	[[ComplianceSuccessful]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is created or updated when the compliance scan is completed.
Compliance Message
Word Ribbon	Compliance Information / Compliance Message
E-mail	[[ComplianceMessage]]
Calculated Field	[[ComplianceMessage]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is created or updated when the compliance scan is completed.
Compliance Detailed Message
Word Ribbon	Compliance Information / Compliance Detailed Message
E-mail	[[ComplianceDetailedMessage]]
Calculated Field	[[ComplianceDetailedMessage]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is created or updated when the compliance scan is completed.
Compliance Executed On
Word Ribbon	Compliance Information / Compliance Executed On
E-mail	[[ComplianceExecutedOn]]
Calculated Field	[[ComplianceExecutedOn]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is created or updated when the compliance scan is completed.
Compliance Referral Requested By First Name
Word Ribbon	Compliance Information / Compliance Request User First Name
E-mail	[[ComplianceRequestUserFirstName]]
Calculated Field	[[ComplianceRequestUserFirstName]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is populated when a user sends a transaction into compliance referral. The information is cleared when a new scan is performed.
Compliance Referral Requested By Last Name
Word Ribbon	Compliance Information / Compliance Request User Last Name
E-mail	[[ComplianceRequestUserLastName]]
Calculated Field	[[ComplianceRequestUserLastName]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is populated when a user sends a transaction into compliance referral. The information is cleared when a new scan is performed.
Compliance Referral Requested On Date
Word Ribbon	Compliance Information / Compliance Request Date
E-mail	[[ComplianceRequestDate]]
Calculated Field	[[ComplianceRequestDate]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is populated when a user sends a transaction into compliance referral. The information is cleared when a new scan is performed.
Compliance Acceptance Reason
Word Ribbon	Compliance Information / Compliance Acceptance Reason
E-mail	[[ComplianceAcceptanceReason]]
Calculated Field	[[ComplianceAcceptanceReason]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is populated when a user accepts compliance for a compliance referral. The information is cleared when a new scan is performed.
Compliance Accepted By First Name
Word Ribbon	Compliance Information / Compliance Acceptance User First Name
E-mail	[[ComplianceAcceptanceUserFirstName]]
Calculated Field	[[ComplianceAcceptanceUserFirstName]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is populated when a user accepts compliance for a compliance referral. The information is cleared when a new scan is performed.
Compliance Accepted By Last Name
Word Ribbon	Compliance Information / Compliance Acceptance User Last Name
E-mail	[[ComplianceAcceptanceUserLastName]]
Calculated Field	[[ComplianceAcceptanceUserLastName]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is populated when a user accepts compliance for a compliance referral. The information is cleared when a new scan is performed.
Compliance Accepted On Date
Word Ribbon	Compliance Information / Compliance Acceptance Date
E-mail	[[ComplianceAcceptanceDate]]
Calculated Field	[[ComplianceAcceptanceDate]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is populated when a user accepts compliance for a compliance referral. The information is cleared when a new scan is performed.
Compliance Accepted
Calculated Field	[[ComplianceAccepted]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is set when a user accepts compliance for a compliance referral. The setting is cleared when a new scan is performed.
Compliance Rejection Reason
Word Ribbon	Compliance Information / Compliance Rejection Reason
E-mail	[[ComplianceRejectionReason]]
Calculated Field	[[ComplianceRejectionReason]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is populated when a user rejects compliance for a compliance referral. The information is cleared when a new scan is performed.
Compliance Rejected By First Name
Word Ribbon	Compliance Information / Compliance Rejection User First Name
E-mail	[[ComplianceRejectionUserFirstName]]
Calculated Field	[[ComplianceRejectionUserFirstName]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is populated when a user rejects compliance for a compliance referral. The information is cleared when a new scan is performed.
Compliance Rejected By Last Name
Word Ribbon	Compliance Information / Compliance Rejection User Last Name
E-mail	[[ComplianceRejectionUserLastName]]
Calculated Field	[[ComplianceRejectionUserLastName]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is populated when a user rejects compliance for a compliance referral. The information is cleared when a new scan is performed.
Compliance Rejected On Date
Word Ribbon	Compliance Information / Compliance Rejection Date
E-mail	[[ComplianceRejectionDate]]
Calculated Field	[[ComplianceRejectionDate]]
Notes: This information is only available after performing a Compliance Scan integration within a transaction, and is populated when a user rejects compliance for a compliance referral. The information is cleared when a new scan is performed.

Quote Information

Selected Quote Option Code
Calculated Field	[[SelectedQuoteOptionCode]]
Notes: This value will only be available once a quote has been selected.
Selected Quote Expiry Date
Word Ribbon	Policy Information / Quote Expiry Date
E-mail	[[QuoteExpiryDate]]
Notes: This value will only be available once a quote has been selected.
Insurer Name by Quote Option
Calculated Field	[[QuoteInfoArray/QuoteInfo[QuoteCode='code']/InsurerName]]
Notes: QuoteCode should be the code of the quote option.
Premium Amount by Quote Option and Premium Type
Calculated Field	[[QuotePremiumInfoArray/QuotePremiumInfo[QuoteCode='code' and PremiumTypeCode='code']/Amount]]
Notes: QuoteCode should be the code of the quote option and PremiumTypeCode should be the code of the premium type.
Total Premium by Quote Option
Calculated Field	[[QuoteInfoArray/QuoteInfo[QuoteCode='code']/TotalPremium]]
Notes: QuoteCode should be the code of the quote option.
Tax Amount by Quote Option, Premium Type, and Tax Type
Calculated Field	[[QuoteTaxInfoArray/QuoteTaxInfo[QuoteCode='code' and PremiumTypeCode='code' and TaxCode='code']/Amount]]
Notes: QuoteCode should be the code of the quote option, PremiumTypeCode should be the code of the premium type, and TaxCode should be the code of the tax type.
Total Tax by Quote Option
Calculated Field	[[QuoteInfoArray/QuoteInfo[QuoteCode='code']/TotalTax]]
Notes: QuoteCode should be the code of the quote option.
Commission Amount by Quote Option and Premium Type
Calculated Field	[[QuoteCommissionInfoArray/QuoteCommissionInfo[QuoteCode='code' and PremiumTypeCode='code']/Amount]]
Notes: QuoteCode should be the code of the quote option and PremiumTypeCode should be the code of the premium type.
Total Commission by Quote Option
Calculated Field	[[QuoteInfoArray/QuoteInfo[QuoteCode='code']/TotalCommission]]
Notes: QuoteCode should be the code of the quote option.
Limit Amount by Quote Option, Premium Type, and Limit Type
Calculated Field	[[QuoteLimitInfoArray/QuoteLimitInfo[QuoteCode='code' and PremiumTypeCode='code' and LimitTypeCode='code']/Amount]]
Notes: QuoteCode should be the code of the quote option, PremiumTypeCode should be the code of the premium type, and LimitTypeCode should be the limit type.
Deductible Amount by Quote Option, Premium Type, and Deductible Type
Calculated Field	[[QuoteDeductibleInfoArray/QuoteDeductibleInfo[QuoteCode='code' and PremiumTypeCode='code' and DeductibleTypeCode='code']/Amount]]
Notes: QuoteCode should be the code of the quote option, PremiumTypeCode should be the code of the premium type, and DeductibleTypeCode should be the deductible type.
Insuring Conditions by Quote Option
Calculated Field	[[QuoteInsuringConditionInfoArray/QuoteInsuringConditionInfo[QuoteCode='code']/Text]]
Notes: QuoteCode should be the code of the quote option.

Current Transaction Premium, Commission, Tax Information

Premium Type Name
Word Ribbon	Premium Information / Premium Type
E-mail	[[Premium_PremiumType]]
Calculated Field	[[PremiumInfo[PremiumTypeCode='code']/PremiumType]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by premium type code.
Gross Premium Amount
Word Ribbon	Premium Information / Gross Premium Amount
E-mail	[[Premium_Amount]]
Calculated Field	[[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeCode='code']/GrossPremium]] [[PremiumInfo[PremiumTypeCode='code']/Amount]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by premium type code.
Total Gross Premium Amount
Word Ribbon	Premium Summary / Total Gross Premium Amount
E-mail	[[TotalGrossPremiumAmount]]
Calculated Field	See the $TotalGrossPremiumAmount() function.
Premium Currency Name
Word Ribbon	Premium Summary / Currency Name
E-mail	[[PremiumCurrencyName]]
Calculated Field	[[PremiumCurrencyName]]
Premium Currency Code
Word Ribbon	Premium Summary / Currency Code
E-mail	[[PremiumCurrencyCode]]
Calculated Field	[[PremiumCurrencyCode]]
Commission
Word Ribbon	Premium Information / Commission
E-mail	[[Premium_CommissionAmount]]
Calculated Field	[[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeCode='code']/CommissionAmount]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by premium type code.
Total Commission Amount
Word Ribbon	Premium Summary / Total Commission Amount
E-mail	[[TotalCommissionAmount]]
Calculated Field	See the $TotalCommissionAmount() function
Net Premium
Word Ribbon	Premium Information / Net Premium
E-mail	[[Premium_NetPremium]]
Calculated Field	[[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeCode='code']/NetPremium]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by premium type code.
Total Net Premium Amount
Word Ribbon	Premium Summary / Total Net Premium Amount
E-mail	[[TotalNetPremiumAmount]]
Tax Name
Calculated Field	[[TaxDefinition[PremiumTypeCode='code']/TaxName]]
Notes: Values must be called individually by premium type code.
Tax Amount
Calculated Field	[[TaxDefinition[PremiumTypeCode='code']/CalculatedAmount]]
Notes: Values must be called individually by premium type code.
Total Taxes Amount
Word Ribbon	Premium Summary / Total Taxes Amount
E-mail	[[TotalTaxesAmount]]
Calculated Field	See the $TotalTaxesAmount() function

Current Transaction Limit Information

Limit Premium Type Name
Word Ribbon	Limit Information / Limit Premium Type
E-mail	[[Limit_PremiumType]]
Notes: Use repeaters.
Limit Description
Word Ribbon	Limit Information / Limit Description
E-mail	[[Limit_Description]]
Calculated Field	[[LimitList/Limit[PremiumType='#']/Description]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by premium type ID.
Limit Type
Word Ribbon	Limit Information / Limit Type
E-mail	[[Limit_LimitType]]
Calculated Field	[[LimitList/Limit[PremiumType='#']/LimitType]]
Notes: Use repeaters for documents and e-mails. This returns the full limit type name. For calculated fields, values must be called individually by premium type ID. This returns an abbreviated version of the limit type name.
Limit Amount
Word Ribbon	Limit Information / Limit Amount
E-mail	[[Limit_Amount]]
Calculated Field	[[LimitList/Limit[PremiumType='#']/Amount]] [[LimitList/Limit[PremiumType='#' and Description='description']/Amount]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by premium type ID. If more than one limit exists for any premium type, a second qualifier must be used to locate individual values. Unique Descriptions should be assigned to each limit, which can then be isolated using the Description='description' condition.
Limit Currency
E-mail	[[Limit_Currency]]
Calculated Field	[[LimitList/Limit[PremiumType='#']/Currency]]
Notes: Use repeaters for documents and e-mails. For use in generated documents, insert a different placeholder, press Alt+F9 to view the code, update the code to read { MERGEFIELD Limit_Currency }, right-click in the placeholder and select Update Field, the press Alt+F9 to return to normal. For calculated fields, values must be called individually by premium type ID.

Current Transaction Deductible Information

Deductible Premium Type Name
Word Ribbon	Deductible Information / Deductible Premium Type
E-mail	[[Deductible_PremiumType]]
Notes: Use repeaters.
Deductible Description
Word Ribbon	Deductible Information / Deductible Description
E-mail	[[Deductible_Description]]
Calculated Field	[[DeductibleList/Deductible[PremiumType='#']/Description]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by premium type ID.
Deductible Type
Word Ribbon	Deductible Information / Deductible Type
E-mail	[[Deductible_DeductibleType]]
Calculated Field	[[DeductibleList/Deductible[PremiumType='#']/DeductibleType]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by premium type ID.
Deductible Amount or Percentage
E-mail	[[Deductible_AmountOrPercentage]]
Calculated Field	[[DeductibleList/Deductible[PremiumType='#']/AmountOrPercentage]]
Notes: Identifies if the Deductible is a flat Amount or a Percentage of another value. Use repeaters for documents and e-mails. For use in generated documents, insert a different placeholder, press Alt+F9 to view the code, update the code to read { MERGEFIELD Deductible_AmountOrPercentage }, right-click in the placeholder and select Update Field, the press Alt+F9 to return to normal. For calculated fields, values must be called individually by premium type ID.
Deductible Amount
Word Ribbon	Deductible Information / Deductible Amount
E-mail	[[Deductible_Amount]]
Calculated Field	[[DeductibleList/Deductible[PremiumType='#']/Amount]] [[DeductibleList/Deductible[PremiumType='#' and Description='description']/Amount]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by premium type ID. If more than one Deductible exists for any premium type, a second qualifier must be used to locate individual values. Unique Descriptions should be assigned to each Deductible, which can then be isolated using the Description='description' condition.
Deductible Currency
E-mail	[[Deductible_Currency]]
Calculated Field	[[DeductibleList/Deductible[PremiumType='#']/Currency]]
Notes: Use repeaters for documents and e-mails. For use in generated documents, insert a different placeholder, press Alt+F9 to view the code, update the code to read { MERGEFIELD Deductible_Currency }, right-click in the placeholder and select Update Field, the press Alt+F9 to return to normal. For calculated fields, values must be called individually by premium type ID.

Current Term Information

Current Term Policy Number
Word Ribbon	Policy Information / Policy Number
E-mail	[[SubPolPolicyNo]]
Calculated Field	[[SubPolPolicyNo]]
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.
Current Term ID
Word Ribbon	Policy Information / Policy Term ID
E-mail	[[SubPolPolicyTermID]]
Calculated Field	[[SubPolPolicyTermID]]
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.
Current Term Effective Date
Word Ribbon	Term Information / Term Effective Date
E-mail	[[TermEffectiveDate]]
Calculated Field	[[CurrentTerm/EffectiveDate]]
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.
Current Term Expiry Date
Word Ribbon	Term Information / Term Expiry Date
E-mail	[[TermExpiryDate]]
Calculated Field	[[CurrentTerm/ExpiryDate]]
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.
Current Term Number
Word Ribbon	Term Information / Term Number
E-mail	[[TermNumber]]
Current Term Premium Amount
Calculated Field	[[CurrentTerm/Premium/PremiumInfo[PremiumTypeCode='code']/Amount]]
Notes: Values must be called individually by premium type code.
Current Term Total Premium Amount
Word Ribbon	Term Information / Term Total Premium
E-mail	[[TermTotalPremium]]
Calculated Field	[[CurrentTerm/Premium/TotalPremiumAmount]]
Current Term Commission Amount
Calculated Field	[[CurrentTerm/Premium/PremiumInfo[PremiumTypeCode='code']/CommissionAmount]]
Notes: Values must be called individually by premium type code.
Current Term Total Commission Amount
Calculated Field	[[CurrentTerm/Premium/TotalCommissionAmount]]
Current Term Tax Amount by Premium
Calculated Field	[[CurrentTerm/Premium/PremiumInfo[PremiumTypeCode='code']/TotalTaxAmount]] [[CurrentTerm/Premium/PremiumInfo[PremiumTypeCode='code']/Taxes/Tax[TaxDescription='name']/TaxAmount]]
Notes: Values must be called individually by premium type code. 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.
Current Term Total Tax Amount
Calculated Field	[[CurrentTerm/Premium/TotalTaxAmount]]

Previous Term Information

Previous Term Policy Number
Word Ribbon	Term Information / Previous Term Policy Number
E-mail	[[PreviousTermPolicyNumber]]
Calculated Field	[[PreviousTerm/PolicyNumber]]
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.
Previous Term Premium Name by Premium Type Code
Calculated Field	[[PreviousTerm/Premium/PremiumInfo[PremiumTypeCode='code']/PremiumType]]
Notes: Values must be called individually by premium type code.
Previous Term Premium Amount
Calculated Field	[[PreviousTerm/Premium/PremiumInfo[PremiumTypeCode='code']/Amount]]
Notes: Values must be called individually by premium type code.
Previous Term Total Premium Amount
Calculated Field	[[PreviousTerm/Premium/TotalPremiumAmount]]
Previous Term Commission Amount
Calculated Field	[[PreviousTerm/Premium/PremiumInfo[PremiumTypeCode='code']/CommissionAmount]]
Notes: Values must be called individually by premium type code.
Previous Term Total Commission Amount
Calculated Field	[[PreviousTerm/Premium/TotalCommissionAmount]]
Previous Term Tax Amount by Premium
Calculated Field	[[PreviousTerm/Premium/PremiumInfo[PremiumTypeCode='code']/TotalTaxAmount]] [[PreviousTerm/Premium/PremiumInfo[PremiumTypeCode='code']/Taxes/Tax[TaxDescription='name']/TaxAmount]]
Notes: Values must be called individually by premium type code. 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.
Previous Term Total Tax Amount
Calculated Field	[[PreviousTerm/Premium/TotalTaxAmount]]

Billing Workflow Details

Payment Plan Name
Word Ribbon	Billing Information / Payment Plan
E-mail	[[Billing_PaymentPlan]]
Calculated Field	[[BillingInfo/PaymentPlan]]
Payment Plan Installment Number
Word Ribbon	Installment Information / Number
E-mail	[[Installment_Number]]
Calculated Field	[[BillingInfo/Installments/Installment[Number='#']/Number]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by installment number (Installment[Number='#']).
Payment Plan Installment Date
Word Ribbon	Installment Information / Date
E-mail	Installment Date
Calculated Field	[[BillingInfo/Installments/Installment[Number='#']/Date]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by installment number (Installment[Number='#']). In a text field, the date and time is shown in the internal system format. In Date Picker type fields, the year, month, and day are displayed, formatted according to browser settings. If using a Date Picker field, the formula should be preceded by the String: prefix to maintain data compatibility.
Payment Plan Installment Tax Amount
Word Ribbon	Installment Information / Tax Amount
E-mail	[[Installment_TaxAmount]]
Calculated Field	[[BillingInfo/Installments/Installment[Number='#']/TaxAmount]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by installment number (Installment[Number='#']).
Payment Plan Installment Amount Due
Word Ribbon	Installment Information / Amount Due
E-mail	[[Installment_AmountDue]]
Calculated Field	[[BillingInfo/Installments/Installment[Number='#']/AmountDue]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by installment number (Installment[Number='#']).
Payment Plan Installment Gross Amount
Word Ribbon	Installment Information / Gross Amount
E-mail	[[Installment_GrossAmount]]
Calculated Field	[[BillingInfo/Installments/Installment[Number='#']/GrossAmount]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by installment number (Installment[Number='#']).
Payment Plan Installment Commission Amount
Word Ribbon	Installment Information / Commission Amount
E-mail	[[Installment_CommissionAmount]]
Calculated Field	[[BillingInfo/Installments/Installment[Number='#']/CommissionAmount]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by installment number (Installment[Number='#']).
Payment Plan Installment Total Amount Due
Word Ribbon	Installment Information / Total Amount Due
E-mail	[[Installment_TotalAmountDue]]
Calculated Field	[[BillingInfo/Installments/Installment[Number='#']/TotalAmountDue]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by installment number (Installment[Number='#']).
Payment Plan Installment Total Installment Amount
Word Ribbon	Installment Information / Total Installment Amount
E-mail	[[Installment_TotalInstallmentAmount]]
Calculated Field	[[BillingInfo/Installments/Installment[Number='#']/TotalInstallmentAmount]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by installment number (Installment[Number='#']).
Payment Plan Installment Currency
Word Ribbon	Installment Information / Currency
E-mail	[[Installment_Currency]]
Calculated Field	[[BillingInfo/Installments/Installment[Number='#']/Currency]]
Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by installment number (Installment[Number='#']).

System Date

Day - Double Digit
Word Ribbon	System Date / Day - Double Digit
E-mail	[[dd]]
Day - Single Digit
Word Ribbon	System Date / Day - Single Digit
E-mail	[[%d]]
Formatted Date 1
Word Ribbon	System Date / Formatted Date 1
E-mail	[[MM/dd/yyyy]]
Formatted Date 2
Word Ribbon	System Date / Formatted Date 2
E-mail	[[M/d/yyyy]]
Formatted Date 3
Word Ribbon	System Date / Formatted Date 3
E-mail	[[dd/MM/yyyy]]
Formatted Date 4
Word Ribbon	System Date / Formatted Date 4
E-mail	[[d/M/yyyy]]
Full Date -> Monday, June 15, 2009 1:45 PM
Word Ribbon	System Date / Full Date -> Monday, June 15, 2009 1:45 PM
E-mail	[[f]]
Full Month Name
Word Ribbon	System Date / Full Month Name
E-mail	[[MMMM]]
Long Date -> Monday, June 15, 2009
Word Ribbon	System Date / Long Date -> Monday, June 15, 2009
E-mail	[[D]]
Month - Double Digit
Word Ribbon	System Date / Month - Double Digit
E-mail	[[MM]]
Month - Single Digit
Word Ribbon	System Date / Month - Single Digit
E-mail	[[%M]]
Month Day - June 15
Word Ribbon	System Date / Month Day - June 15
E-mail	[[M]]
Short Date -> 6/15/2009
Word Ribbon	System Date / Short Date -> 6/15/2009
E-mail	[[d]]
Year
Word Ribbon	System Date / Year
E-mail	[[yyyy]]
Year Month -> June, 2009
Word Ribbon	System Date / Year Month -> June, 2009
E-mail	[[Y]]

Other

URL to Password Reset Page
E-mail	"[[URL]]"
Notes: When a customized password e-mail is generated, this placeholder is replaced by the necessary link to the password reset page. The placeholder should be enclosed in quotes to ensure that the link generates properly in the recipient's email application.
URL to Current Transaction
E-mail	"[[URL]]"
Notes: When an e-mail is generated in relation to a transaction, this placeholder is replaced by a full URL leading to the first screen of the transaction. If the person using the link is already logged in with an active session, they are brought straight to the transaction. If they are not logged in, they are brought to the login page. Once they successfully log in, they are brought to the transaction. The placeholder should be enclosed in quotes to ensure that the link generates properly in the recipient's email application.
User's Browser Culture
Calculated Field	[[UserCultureCode]]
Notes: The value returned by the placeholder will be the short code version, such as en-us for English (United States), and will be in all lower-case characters. To identify the code for a language, see the language selection option in your browser. The code is displayed in brackets with the full name of the language.
e-Signature Tag
Word Ribbon	Signature / Signature Placeholder
Notes: This placeholder allows the document to be digitally signed through an external certification service. To use the e-Signature feature, the document must be configured in the master cover and then attached to an integration configuration. The signature process will be initiated through a custom action in the submission workflow. A document containing this placeholder can still be generated through the Print Document feature in the submission workflow, but there will be no digital signature. For details on configuring the integration process, see the Managing Integration Configurations section.
e-Signature Document Created By Name
Calculated Field	[[DocumentArray/Document[MasterCoverDocumentCode='Code' and Status='Status']/CreatedBy]]
Notes: Provide the Code for the document configuration in the master cover, and the Status from the list below. Only the most recent information for each combination of code and status is tracked.
Status
SentForSigning: The document has been generated and sent to the certification service. Signed: The document has been signed and verified. SigningDeclined: User declined to sign the document. SigningPending: The document signing process is in progress. SigningSessionExpired: The signing process timed out due to inactivity (20 minutes). OptedOutOfSigning: User opted out of signing the document.
e-Signature Document Status Modified On Date
Calculated Field	[[DocumentArray/Document[MasterCoverDocumentCode='Code' and Status='Status']/StatusModifiedOn]]
Notes: Provide the Code for the document configuration in the master cover, and the Status from the list below. Only the most recent information for each combination of code and status is tracked.
Status
SentForSigning: The document has been generated and sent to the certification service. Signed: The document has been signed and verified. SigningDeclined: User declined to sign the document. SigningPending: The document signing process is in progress. SigningSessionExpired: The signing process timed out due to inactivity (20 minutes). OptedOutOfSigning: User opted out of signing the document.
Current Screen
Calculated Field	[[CurrentScreen]]
Notes: This placeholder retrieves the Code for the current screen, and is only supported for use in triggers. This value is populated on loading a screen in a step or tabbed workflow.