Full Placeholders List for Claims Information

Placeholders are the identifying codes that allow live data to be pulled from the system for use in generated documents, e-mails, 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 claims module, and provides the necessary information to use the placeholders effectively.

Claim Information

Claims Status

  • E-mail

[[Claim/Status]]

  • Calculated Field

[[Claim/Status]]

Claims Sub-Status

  • E-mail

[[Claim/SubStatus]]

  • Calculated Field

[[Claim/SubStatus]]

System Number

  • E-mail

[[Claim/SystemNumber]]

  • Calculated Field

[[Claim/SystemNumber]]

Parent Claim Number

  • E-mail

[[Claim/ParentClaimNumber]]

  • Calculated Field

[[Claim/ParentClaimNumber]]

  • Core Field Code

[[Claim/ParentClaimNumber]]

Date of Loss

  • E-mail

[[Claim/DateOfLoss]]

  • Calculated Field

[[Claim/DateOfLoss]]

  • Core Field Code

[[Claim/DateOfLoss]]

Date Reported

  • E-mail

[[Claim/DateReported]]

  • Calculated Field

[[Claim/DateReported]]

  • Core Field Code

[[Claim/DateReported]]

Date Opened

  • E-mail

[[Claim/DateOpen]]

  • Calculated Field

[[Claim/DateOpen]]

Date Created

  • E-mail

[[Claim/DateCreated]]

  • Calculated Field

[[Claim/DateCreated]]

Loss Amount

  • E-mail

[[Claim/LossAmount/Amount]]

  • Calculated Field

[[Claim/LossAmount/Amount]]

  • Core Field Code

[[Claim/LossAmount/Amount]]

Loss Amount Currency

  • E-mail

[[Claim/LossAmount/Currency]]

  • Calculated Field

[[Claim/LossAmount/Currency]]

  • Core Field Code

[[Claim/LossAmount/Currency]]

Description of Loss

  • E-mail

[[Claim/DescriptionOfLoss]]

  • Calculated Field

[[Claim/DescriptionOfLoss]]

  • Core Field Code

[[Claim/DescriptionOfLoss]]

Reported Policy Number

  • E-mail

[[Claim/ReportedPolicyNumber]]

  • Calculated Field

[[Claim/ReportedPolicyNumber]]

  • Core Field Code

[[Claim/ReportedPolicyNumber]]

Notes: This placeholder is populated by the value reported through the UI through a custom field that has been bound to the core system field. To retrieve the Reported Policy Number, create a custom field with the above Calculated Field placeholder. To obtain the system-generated policy number, see the Policy Number placeholder described below.

Cause of Loss

  • E-mail

[[Claim/CauseOfLoss]]

  • Calculated Field

[[Claim/CauseOfLoss]]

  • Core Field Code

[[Claim/CauseOfLoss]]

Bordereau Number

  • E-mail

[[Claim/BordereauNumber]]

  • Calculated Field

[[Claim/BordereauNumber]]

Notes:  This is a read-only value that is populated when a claim is imported by bordereau.  Claims that have been created manually will not have this value.

Claim Party Information, Single Party Role Participants

For each Party Information placeholder, the PartyRole must be specified.  Enter an option from the following list:

PartyRole

Description

Claimant

The party submitting the claim.

Adjuster

The adjuster company attached to the claim.

Insurer

The insurer company underwriting the policy.

Assured

The client company attached to the policy.

Distributor

The distributor company attached to the policy.

Warning: As of release 2.5.121, the system allows multiple Claim Parties of the same Party Role to be attached to a single claim. The placeholders listed here in the Claim Party Information section should only be used in the scenario where a single Claim Party of each Party Role is in use. See the Claim Party Information, Multiple Party Role Participants section for the placeholders required to support multiple Claim Parties of the same Party Role.

Party Role

  • E-mail

[[Party/PartyRole/PartyRole]]

  • Calculated Field

[[Party/PartyRole/PartyRole]]

Party Claim Number

  • E-mail

[[Party/PartyRole/PartyClaimNumber]]

  • Calculated Field

[[Party/PartyRole/PartyClaimNumber]]

Name

  • E-mail

[[Party/PartyRole/Name]]

  • Calculated Field

[[Party/PartyRole/Name]]

Phone Number

  • E-mail

[[Party/PartyRole/Phone]]

  • Calculated Field

[[Party/PartyRole/Phone]]

Email Address

  • E-mail

[[Party/PartyRole/Email]]

  • Calculated Field

[[Party/PartyRole/Email]]

Fax Number

  • E-mail

[[Party/PartyRole/Fax]]

  • Calculated Field

[[Party/PartyRole/Fax]]

Contact Name

  • E-mail

[[Party/PartyRole/ContactName]]

  • Calculated Field

[[Party/PartyRole/ContactName]]

Payment Method

  • E-mail

[[Party/PartyRole/PaymentMethod]]

  • Calculated Field

[[Party/PartyRole/PaymentMethod]]

Company Type

  • E-mail

[[Party/PartyRole/CompanyType]]

  • Calculated Field

[[Party/PartyRole/CompanyType]]

Party General Purpose Field One

  • E-mail

[[Party/PartyRole/GeneralField1]]

  • Calculated Field

[[Party/PartyRole/GeneralField1]]

Party General Purpose Field Two

  • E-mail

[[Party/PartyRole/GeneralField2]]

  • Calculated Field

[[Party/PartyRole/GeneralField2]]

Party General Purpose Field Three

  • E-mail

[[Party/PartyRole/GeneralField3]]

  • Calculated Field

[[Party/PartyRole/GeneralField3]]

Address Line One

  • E-mail

[[Party/PartyRole/Address/AddressLine1]]

  • Calculated Field

[[Party/PartyRole/Address/AddressLine1]]

Address Line Two

  • E-mail

[[Party/PartyRole/Address/AddressLine2]]

  • Calculated Field

[[Party/PartyRole/Address/AddressLine2]]

City

  • E-mail

[[Party/PartyRole/Address/City]]

  • Calculated Field

[[Party/PartyRole/Address/City]]

State or Province

  • E-mail

[[Party/PartyRole/Address/StateProvince]]

  • Calculated Field

[[Party/PartyRole/Address/StateProvince]]

Country

  • E-mail

[[Party/PartyRole/Address/Country]]

  • Calculated Field

[[Party/PartyRole/Address/Country]]

Postal Code

  • E-mail

[[Party/PartyRole/Address/PostalCode]]

  • Calculated Field

[[Party/PartyRole/Address/PostalCode]]

Payee Reference Number

  • E-mail

[[Party/PartyRole/PayeeInfo/ReferenceNumber]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/ReferenceNumber]]

Payee Name

  • E-mail

[[Party/PartyRole/PayeeInfo/Name]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/Name]]

Payee Address

  • E-mail

[[Party/PartyRole/PayeeInfo/Address]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/Address]]

Payee City

  • E-mail

[[Party/PartyRole/PayeeInfo/City]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/City]]

Payee State or Province

  • E-mail

[[Party/PartyRole/PayeeInfo/StateProvince]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/StateProvince]]

Payee Country

  • E-mail

[[Party/PartyRole/PayeeInfo/Country]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/Country]]

Payee Postal Code

  • E-mail

[[Party/PartyRole/PayeeInfo/PostalCode]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/PostalCode]]

Payee Phone Number

  • E-mail

[[Party/PartyRole/PayeeInfo/Phone]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/Phone]]

Payee Email Address

  • E-mail

[[Party/PartyRole/PayeeInfo/Email]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/Email]]

Payee Fax Number

  • E-mail

[[Party/PartyRole/PayeeInfo/Fax]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/Fax]]

Payment Method

  • E-mail

[[Party/PartyRole/PayeeInfo/PaymentMethod]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/PaymentMethod]]

Payment Currency

  • E-mail

[[Party/PartyRole/PayeeInfo/Currency]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/Currency]]

Payee General Purpose Field One

  • E-mail

[[Party/PartyRole/PayeeInfo/GeneralField1]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/GeneralField1]]

Payee General Purpose Field Two

  • E-mail

[[Party/PartyRole/PayeeInfo/GeneralField2]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/GeneralField2]]

Payee General Purpose Field Three

  • E-mail

[[Party/PartyRole/PayeeInfo/GeneralField3]]

  • Calculated Field

[[Party/PartyRole/PayeeInfo/GeneralField3]]

Bank Details, Account Number

  • E-mail

[[Party/PartyRole/BankInfo/AccountNumber]]

  • Calculated Field

[[Party/PartyRole/BankInfo/AccountNumber]]

Bank Details, Routing Number

  • E-mail

[[Party/PartyRole/BankInfo/RoutingNumber]]

  • Calculated Field

[[Party/PartyRole/BankInfo/RoutingNumber]]

Bank Details, Name

  • E-mail

[[Party/PartyRole/BankInfo/Name]]

  • Calculated Field

[[Party/PartyRole/BankInfo/Name]]

Bank Details, Address

  • E-mail

[[Party/PartyRole/BankInfo/Address]]

  • Calculated Field

[[Party/PartyRole/BankInfo/Address]]

Bank Details, City

  • E-mail

[[Party/PartyRole/BankInfo/City]]

  • Calculated Field

[[Party/PartyRole/BankInfo/City]]

Bank Details, State or Province

  • E-mail

[[Party/PartyRole/BankInfo/StateProvince]]

  • Calculated Field

[[Party/PartyRole/BankInfo/StateProvince]]

Bank Details, Country

  • E-mail

[[Party/PartyRole/BankInfo/Country]]

  • Calculated Field

[[Party/PartyRole/BankInfo/Country]]

Bank Details, Postal Code

  • E-mail

[[Party/PartyRole/BankInfo/PostalCode]]

  • Calculated Field

[[Party/PartyRole/BankInfo/PostalCode]]

Bank Details General Purpose Field One

  • E-mail

[[Party/PartyRole/BankInfo/GeneralField1]]

  • Calculated Field

[[Party/PartyRole/BankInfo/GeneralField1]]

Bank Details General Purpose Field Two

  • E-mail

[[Party/PartyRole/BankInfo/GeneralField2]]

  • Calculated Field

[[Party/PartyRole/BankInfo/GeneralField2]]

Bank Details General Purpose Field Three

  • E-mail

[[Party/PartyRole/BankInfo/GeneralField3]]

  • Calculated Field

[[Party/PartyRole/BankInfo/GeneralField3]]

Claim Party Information, Multiple Party Role Participants

These fields are part of the Claim Parties grid maintained through the OWClaimCommon Standard Container. When using these placeholders in a claim summary table in a Document Template or Email Template, the following table start and end parameters can be used to present the data in a readable format.

  • ClaimParty Table Start
  • ClaimParty Table End

Note: These Claim Party placeholders are used to retrieve details for each party attached to a single claim, especially under circumstances where more that one company has been assigned the same Party Role.

Claim Party Address Line 1
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Address Line 1
  • E-mail
[[ClaimParty.AddressLine1]]
  • Calculated Field
[[ClaimParty.AddressLine1]]

Notes: The grid Code is ClaimParty.

Claim Party Address Line 2
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Address Line 2
  • E-mail
[[ClaimParty.AddressLine2]]
  • Calculated Field
[[ClaimParty.AddressLine2]]

Notes: The grid Code is ClaimParty.

Claim Party Bank Account Number
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank Account Number
  • E-mail
[[ClaimParty.BankAccountNumber]]
  • Calculated Field
[[ClaimParty.BankAccountNumber]]

Notes: The grid Code is ClaimParty.

Claim Party Bank Address
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank Address
  • E-mail
[[ClaimParty.BankAddress]]
  • Calculated Field
[[ClaimParty.BankAddress]]

Notes: The grid Code is ClaimParty.

Claim Party Bank City
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank City
  • E-mail
[[ClaimParty.BankCity]]
  • Calculated Field
[[ClaimParty.BankCity]]

Notes: The grid Code is ClaimParty.

Claim Party Bank Country Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank Country Code
  • E-mail
[[ClaimParty.BankCountryCode]]
  • Calculated Field
[[ClaimParty.BankCountryCode]]

Notes: The grid Code is ClaimParty.

Claim Party Bank County Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank County Name
  • E-mail
[[ClaimParty.BankCountryName]]
  • Calculated Field
[[ClaimParty.BankCountryName]]

Notes: The grid Code is ClaimParty.

Claim Party Bank General Field 1
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank General Field 1
  • E-mail
[[ClaimParty.BankGeneralField1]]
  • Calculated Field
[[ClaimParty.BankGeneralField1]]

Notes: The grid Code is ClaimParty.

Claim Party Bank General Field 2
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank General Field 2
  • E-mail
[[ClaimParty.BankGeneralField2]]
  • Calculated Field
[[ClaimParty.BankGeneralField2]]

Notes: The grid Code is ClaimParty.

Claim Party Bank General Field 3
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank General Field 3
  • E-mail
[[ClaimParty.BankGeneralField3]]
  • Calculated Field
[[ClaimParty.BankGeneralField3]]

Notes: The grid Code is ClaimParty.

Claim Party Bank Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank Name
  • E-mail
[[ClaimParty.BankName]]
  • Calculated Field
[[ClaimParty.BankName]]

Notes: The grid Code is ClaimParty.

Claim Party Bank Postal Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank Postal Code
  • E-mail
[[ClaimParty.BankPostalCode]]
  • Calculated Field
[[ClaimParty.BankPostalCode]]

Notes: The grid Code is ClaimParty.

Claim Party Bank Routing Number
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank Routing Number
  • E-mail
[[ClaimParty.BankRoutingNumber]]
  • Calculated Field
[[ClaimParty.BankRoutingNumber]]

Notes: The grid Code is ClaimParty.

Claim Party Bank State Province Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank State Province Code
  • E-mail
[[ClaimParty.BankStateProvinceCode]]
  • Calculated Field
[[ClaimParty.BankStateProvinceCode]]

Notes: The grid Code is ClaimParty.

Claim Party Bank State Province Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Bank State Province Name
  • E-mail
[[ClaimParty.BankStateProvinceName]]
  • Calculated Field
[[ClaimParty.BankStateProvinceName]]

Notes: The grid Code is ClaimParty.

Claim Party City
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party City
  • E-mail
[[ClaimParty.City]]
  • Calculated Field
[[ClaimParty.City]]

Notes: The grid Code is ClaimParty.

Claim Party Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Code
  • E-mail
[[ClaimParty.Code]]
  • Calculated Field
[[ClaimParty.Code]]

Notes: The grid Code is ClaimParty.

Claim Party Company Type
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Company Type
  • E-mail
[[ClaimParty.CompanyType]]
  • Calculated Field
[[ClaimParty.CompanyType]]

Notes: The grid Code is ClaimParty.

Claim Party ContactName
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party ContactName
  • E-mail
[[ClaimParty.ContactName]]
  • Calculated Field
[[ClaimParty.ContactName]]

Notes: The grid Code is ClaimParty.

Claim Party Country Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Country Code
  • E-mail
[[ClaimParty.CountryCode]]
  • Calculated Field
[[ClaimParty.CountryCode]]

Notes: The grid Code is ClaimParty.

Claim Party Country Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Country Name
  • E-mail
[[ClaimParty.CountryName]]
  • Calculated Field
[[ClaimParty.CountryName]]

Notes: The grid Code is ClaimParty.

Claim Party Email
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Email
  • E-mail
[[ClaimParty.Email]]
  • Calculated Field
[[ClaimParty.Email]]

Notes: The grid Code is ClaimParty.

Claim Party Fax
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Fax
  • E-mail
[[ClaimParty.Fax]]
  • Calculated Field
[[ClaimParty.Fax]]

Notes: The grid Code is ClaimParty.

Claim Party General Field 1
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party General Field 1
  • E-mail
[[ClaimParty.GeneralField1]]
  • Calculated Field
[[ClaimParty.GeneralField1]]

Notes: The grid Code is ClaimParty.

Claim Party General Field 2
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party General Field 2
  • E-mail
[[ClaimParty.GeneralField2]]
  • Calculated Field
[[ClaimParty.GeneralField2]]

Notes: The grid Code is ClaimParty.

Claim Party General Field 3
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party General Field 3
  • E-mail
[[ClaimParty.GeneralField3]]
  • Calculated Field
[[ClaimParty.GeneralField3]]

Notes: The grid Code is ClaimParty.

Claim Party GUID
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party GUID
  • E-mail
[[ClaimParty.GUID]]
  • Calculated Field
[[ClaimParty.GUID]]

Notes: The grid Code is ClaimParty.

Claim Party Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Name
  • E-mail
[[ClaimParty.Name]]
  • Calculated Field
[[ClaimParty.Name]]

Notes: The grid Code is ClaimParty.

Claim Party Number
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Number
  • E-mail
[[ClaimParty.Number]]
  • Calculated Field
[[ClaimParty.Number]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Address
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Address
  • E-mail
[[ClaimParty.PayeeAddress]]
  • Calculated Field
[[ClaimParty.PayeeAddress]]

Notes: The grid Code is ClaimParty.

Claim Party Payee City
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee City
  • E-mail
[[ClaimParty.PayeeCity]]
  • Calculated Field
[[ClaimParty.PayeeCity]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Country Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Country Code
  • E-mail
[[ClaimParty.PayeeCountryCode]]
  • Calculated Field
[[ClaimParty.PayeeCountryCode]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Country Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Country Name
  • E-mail
[[ClaimParty.PayeeInfoCountryName]]
  • Calculated Field
[[ClaimParty.PayeeInfoCountryName]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Currency
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Currency
  • E-mail
[[ClaimParty.PayeeCurrency]]
  • Calculated Field
[[ClaimParty.PayeeCurrency]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Email
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Email
  • E-mail
[[ClaimParty.PayeeEmail]]
  • Calculated Field
[[ClaimParty.PayeeEmail]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Fax
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Fax
  • E-mail
[[ClaimParty.PayeeFax]]
  • Calculated Field
[[ClaimParty.PayeeFax]]

Notes: The grid Code is ClaimParty.

Claim Party Payee General Field 1
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee General Field 1
  • E-mail
[[ClaimParty.PayeeGeneralField1]]
  • Calculated Field
[[ClaimParty.PayeeGeneralField1]]

Notes: The grid Code is ClaimParty.

Claim Party Payee General Field 2
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee General Field 2
  • E-mail
[[ClaimParty.PayeeGeneralField2]]
  • Calculated Field
[[ClaimParty.PayeeGeneralField2]]

Notes: The grid Code is ClaimParty.

Claim Party Payee General Field 3
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee General Field 3
  • E-mail
[[ClaimParty.PayeeGeneralField3]]
  • Calculated Field
[[ClaimParty.PayeeGeneralField3]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Name
  • E-mail
[[ClaimParty.PayeeName]]
  • Calculated Field
[[ClaimParty.PayeeName]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Payment Method Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Payment Method Code
  • E-mail
[[ClaimParty.PayeePaymentMethodCode]]
  • Calculated Field
[[ClaimParty.PayeePaymentMethodCode]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Payment Method Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Payment Method Name
  • E-mail
[[ClaimParty.PayeePaymentMethodName]]
  • Calculated Field
[[ClaimParty.PayeePaymentMethodName]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Phone
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Phone
  • E-mail
[[ClaimParty.PayeePhone]]
  • Calculated Field
[[ClaimParty.PayeePhone]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Postal Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Postal Code
  • E-mail
[[ClaimParty.PayeePostalCode]]
  • Calculated Field
[[ClaimParty.PayeePostalCode]]

Notes: The grid Code is ClaimParty.

Claim Party Payee Reference Number
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee Reference Number
  • E-mail
[[ClaimParty.PayeeReferenceNumber]]
  • Calculated Field
[[ClaimParty.PayeeReferenceNumber]]

Notes: The grid Code is ClaimParty.

Claim Party Payee State/Province Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee State/Province Code
  • E-mail
[[ClaimParty.PayeeStateProvinceCode]]
  • Calculated Field
[[ClaimParty.PayeeStateProvinceCode]]

Notes: The grid Code is ClaimParty.

Claim Party Payee State/Province Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payee State/Province Name
  • E-mail
[[ClaimParty.PayeeStateProvinceName]]
  • Calculated Field
[[ClaimParty.PayeeStateProvinceName]]

Notes: The grid Code is ClaimParty.

Claim Party Payment Method Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payment Method Code
  • E-mail
[[ClaimParty.PayeePaymentMethodCode]]
  • Calculated Field
[[ClaimParty.PayeePaymentMethodCode]]

Notes: The grid Code is ClaimParty.

Claim Party Payment Method Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Payment Method Name
  • E-mail
[[ClaimParty.PayeePaymentMethodName]]
  • Calculated Field
[[ClaimParty.PayeePaymentMethodName]]

Notes: The grid Code is ClaimParty.

Claim Party Phone
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Phone
  • E-mail
[[ClaimParty.Phone]]
  • Calculated Field
[[ClaimParty.Phone]]

Notes: The grid Code is ClaimParty.

Claim Party Postal Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Postal Code
  • E-mail
[[ClaimParty.PostalCode]]
  • Calculated Field
[[ClaimParty.PostalCode]]

Notes: The grid Code is ClaimParty.

Claim Party Resource ID
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Resource ID
  • E-mail
[[ClaimParty.ResourceID]]
  • Calculated Field
[[ClaimParty.ResourceID]]

Notes: The grid Code is ClaimParty.

Claim Party Role Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Role Code
  • E-mail
[[ClaimParty.PartyRoleCode]]
  • Calculated Field
[[ClaimParty.PartyRoleCode]]

Notes: The grid Code is ClaimParty.

Claim Party Role Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party Role Name
  • E-mail
[[ClaimParty.PartyRoleName]]
  • Calculated Field
[[ClaimParty.PartyRoleName]]

Notes: The grid Code is ClaimParty.

Claim Party State/Province Code
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party State/Province Code
  • E-mail
[[ClaimParty.StateProvinceCode]]
  • Calculated Field
[[ClaimParty.StateProvinceCode]]

Notes: The grid Code is ClaimParty.

Claim Party State/Province Name
  • Word Ribbon
Claim Parties / [Claim Parties] Claim Party State/Province Name
  • E-mail
[[ClaimParty.StateProvinceName]]
  • Calculated Field
[[ClaimParty.StateProvinceName]]

Notes: The grid Code is ClaimParty.

Claim Party E-mail Recipient

The Claim Party E-mail Recipient placeholders are updated upon the generation of an e-mail from the claims module. These placeholders are only supported for use within e-mail.

Note: The Claim Party E-mail Recipient placeholders are only populated when the option to Send Separate E-mail Per Recipient Party is checked. For additional information, see the Configuring Claims E-mails section.

Recipient Name  
  • E-mail
[[Recipient/Name]]
Recipient E-mail  
  • E-mail
[[Recipient/Email]]
Recipient Address  
  • E-mail
[[Recipient/Address]]
Recipient City  
  • E-mail
[[Recipient/City]]
Recipient State  
  • E-mail
[[Recipient/State]]
Recipient Zip  
  • E-mail
[[Recipient/Zip]]
Recipient Country  
  • E-mail
[[Recipient/Country]]

Claim Payment Information, Single Instance

These Claim Payment placeholders are updated when attempting to save a payment.  They can be saved in calculated fields for use in validations on the payment itself, or used in documents and e-mails automatically generated on saving a payment.

This is achieved by creating a Workflow Event with either the Save Payment or Import Payment action.  Documents and e-mails can be configured to automatically generate on this Workflow Event, or custom validations can be created to provide warnings or errors (with errors preventing the payment from saving).

Note: To use the placeholders for validations, they will need to be included in calculated fields within the workflow (most likely hidden fields). These fields will be updated when attempting to save a payment, but will only have the data from the most recent save attempt.

When saving or importing a payment, any documents or e-mails configured for these events (and which meet any other criteria set in the configurations) will be generated and the placeholders below will be replaced with details from the current payment.

Payment Type

  • E-mail

[[CurrentPayment/Type]]

  • Calculated Field

[[CurrentPayment/Type]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Date

  • E-mail

[[CurrentPayment/PaymentDate]]

  • Calculated Field

[[CurrentPayment/PaymentDate]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Amount

  • E-mail

[[CurrentPayment/PaymentAmount/Amount]]

  • Calculated Field

[[CurrentPayment/PaymentAmount/Amount]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Currency

  • E-mail

[[CurrentPayment/PaymentAmount/Currency]]

  • Calculated Field

[[CurrentPayment/PaymentAmount/Currency]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Status

  • E-mail

[[CurrentPayment/Status]]

  • Calculated Field

[[CurrentPayment/Status]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Check Number

  • E-mail

[[CurrentPayment/CheckNumber]]

  • Calculated Field

[[CurrentPayment/CheckNumber]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Reference Number

  • E-mail

[[CurrentPayment/ReferenceNumber]]

  • Calculated Field

[[CurrentPayment/ReferenceNumber]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Category

  • E-mail

[[CurrentPayment/Category]]

  • Calculated Field

[[CurrentPayment/Category]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Description

  • E-mail

[[CurrentPayment/Description]]

  • Calculated Field

[[CurrentPayment/Description]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Coverage

  • E-mail

[[CurrentPayment/Coverage]]

  • Calculated Field

[[CurrentPayment/Coverage]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Name

  • E-mail

[[CurrentPayment/Party/Name]]

  • Calculated Field

[[CurrentPayment/Party/Name]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Code

  • E-mail

[[CurrentPayment/Party/Code]]

  • Calculated Field

[[CurrentPayment/Party/Code]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Phone Number

  • E-mail

[[CurrentPayment/Party/Phone]]

  • Calculated Field

[[CurrentPayment/Party/Phone]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Email Address

  • E-mail

[[CurrentPayment/Party/Email]]

  • Calculated Field

[[CurrentPayment/Party/Email]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Fax Number

  • E-mail

[[CurrentPayment/Party/Fax]]

  • Calculated Field

[[CurrentPayment/Party/Fax]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Contact Name

  • E-mail

[[CurrentPayment/Party/ContactName]]

  • Calculated Field

[[CurrentPayment/Party/ContactName]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Payment Method

  • E-mail

[[CurrentPayment/Party/PaymentMethod]]

  • Calculated Field

[[CurrentPayment/Party/PaymentMethod]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Company Type

  • E-mail

[[CurrentPayment/Party/CompanyType]]

  • Calculated Field

[[CurrentPayment/Party/CompanyType]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party General Purpose Field One

  • E-mail

[[CurrentPayment/Party/GeneralField1]]

  • Calculated Field

[[CurrentPayment/Party/GeneralField1]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party General Purpose Field Two

  • E-mail

[[CurrentPayment/Party/GeneralField2]]

  • Calculated Field

[[CurrentPayment/Party/GeneralField2]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party General Purpose Field Three

  • E-mail

[[CurrentPayment/Party/GeneralField3]]

  • Calculated Field

[[CurrentPayment/Party/GeneralField3]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Address Line 1

  • E-mail

[[CurrentPayment/Party/Address/AddressLine1]]

  • Calculated Field

[[CurrentPayment/Party/Address/AddressLine1]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Address Line 2

  • E-mail

[[CurrentPayment/Party/Address/AddressLine2]]

  • Calculated Field

[[CurrentPayment/Party/Address/AddressLine2]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party City

  • E-mail

[[CurrentPayment/Party/Address/City]]

  • Calculated Field

[[CurrentPayment/Party/Address/City]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party State/Province

  • E-mail

[[CurrentPayment/Party/Address/StateProvince]]

  • Calculated Field

[[CurrentPayment/Party/Address/StateProvince]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Country

  • E-mail

[[CurrentPayment/Party/Address/Country]]

  • Calculated Field

[[CurrentPayment/Party/Address/Country]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party Postal Code

  • E-mail

[[CurrentPayment/Party/Address/PostalCode]]

  • Calculated Field

[[CurrentPayment/Party/Address/PostalCode]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee Reference Number

  • E-mail

[[CurrentPayment/Party/PayeeInfo/ReferenceNumber]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/ReferenceNumber]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee Name

  • E-mail

[[CurrentPayment/Party/PayeeInfo/Name]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/Name]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee Address

  • E-mail

[[CurrentPayment/Party/PayeeInfo/Address]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/Address]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee City

  • E-mail

[[CurrentPayment/Party/PayeeInfo/City]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/City]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee State/Province

  • E-mail

[[CurrentPayment/Party/PayeeInfo/StateProvince]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/StateProvince]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee Country

  • E-mail

[[CurrentPayment/Party/PayeeInfo/Country]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/Country]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee Postal Code

  • E-mail

[[CurrentPayment/Party/PayeeInfo/PostalCode]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/PostalCode]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee Phone Number

  • E-mail

[[CurrentPayment/Party/PayeeInfo/Phone]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/Phone]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee Email Address

  • E-mail

[[CurrentPayment/Party/PayeeInfo/Email]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/Email]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee Fax Number

  • E-mail

[[CurrentPayment/Party/PayeeInfo/Fax]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/Fax]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee Payment Method

  • E-mail

[[CurrentPayment/Party/PayeeInfo/PaymentMethod]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/PaymentMethod]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee Currency

  • E-mail

[[CurrentPayment/Party/PayeeInfo/Currency]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/Currency]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee General Purpose Field One

  • E-mail

[[CurrentPayment/Party/PayeeInfo/GeneralField1]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/GeneralField1]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee General Purpose Field Two

  • E-mail

[[CurrentPayment/Party/PayeeInfo/GeneralField2]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/GeneralField2]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Payee General Purpose Field Three

  • E-mail

[[CurrentPayment/Party/PayeeInfo/GeneralField3]]

  • Calculated Field

[[CurrentPayment/Party/PayeeInfo/GeneralField3]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Bank Account Number

  • E-mail

[[CurrentPayment/Party/BankInfo/AccountNumber]]

  • Calculated Field

[[CurrentPayment/Party/BankInfo/AccountNumber]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Bank Routing Number

  • E-mail

[[CurrentPayment/Party/BankInfo/RoutingNumber]]

  • Calculated Field

[[CurrentPayment/Party/BankInfo/RoutingNumber]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Bank Name

  • E-mail

[[CurrentPayment/Party/BankInfo/Name]]

  • Calculated Field

[[CurrentPayment/Party/BankInfo/Name]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Bank Address

  • E-mail

[[CurrentPayment/Party/BankInfo/Address]]

  • Calculated Field

[[CurrentPayment/Party/BankInfo/Address]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Bank City

  • E-mail

[[CurrentPayment/Party/BankInfo/City]]

  • Calculated Field

[[CurrentPayment/Party/BankInfo/City]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Bank State/Province

  • E-mail

[[CurrentPayment/Party/BankInfo/StateProvince]]

  • Calculated Field

[[CurrentPayment/Party/BankInfo/StateProvince]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Bank Country

  • E-mail

[[CurrentPayment/Party/BankInfo/Country]]

  • Calculated Field

[[CurrentPayment/Party/BankInfo/Country]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Bank Postal Code

  • E-mail

[[CurrentPayment/Party/BankInfo/PostalCode]]

  • Calculated Field

[[CurrentPayment/Party/BankInfo/PostalCode]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Bank General Purpose Field One

  • E-mail

[[CurrentPayment/Party/BankInfo/GeneralField1]]

  • Calculated Field

[[CurrentPayment/Party/BankInfo/GeneralField1]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Bank  General Purpose Field Two

  • E-mail

[[CurrentPayment/Party/BankInfo/GeneralField2]]

  • Calculated Field

[[CurrentPayment/Party/BankInfo/GeneralField2]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Payment Party, Bank  General Purpose Field Three

  • E-mail

[[CurrentPayment/Party/BankInfo/GeneralField3]]

  • Calculated Field

[[CurrentPayment/Party/BankInfo/GeneralField3]]

Notes:  For documents and e-mails, this placeholder is only available when they are automatically generated on saving a claim payment.

For calculated fields, this placeholder can be used in the workflow but will only be available while working within a payment.  This allows it to be used for custom validations.

Claim Payment Information, Multiple Filtered Payments

These Claim Payment placeholders are used to retrieve details for each payment associated to a single claim.  These fields are part of a system table, ClaimPayments.  When using this table within a grid for a claim summary e-mail, the system will automatically filter the data to only include payments to the party receiving the e-mail.

Certificate Number

  • E-mail

[[CertificateNumber]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

System Claim Number

  • E-mail

[[SystemClaimNumber]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

Policy Number

  • E-mail

[[PolicyNumber]]

Notes:  This placeholder is populated by the system-generated policy number selected through the Select Policy action in the Claims Actions widget. This policy number is also displayed in the Policy Information widget. This is a table field for use in repeaters. The table Code is ClaimPayments.

Type

  • E-mail

[[Type]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

Category

  • E-mail

[[Category]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

Date

  • E-mail

[[Date]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

Amount

  • E-mail

[[Amount]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

Currency

  • E-mail

[[Currency]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

Payee

  • E-mail

[[Payee]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

Status

  • E-mail

[[Status]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

Coverage

  • E-mail

[[Coverage]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

CheckNumber

  • E-mail

[[CheckNumber]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

Reference

  • E-mail

[[Reference]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.

Description

  • E-mail

[[Description]]

Notes:  This is a table field for use in repeaters.  The table Code is ClaimPayments.