Placeholders

While the field Code is used in a standard placeholder to pull in information from the submission form, specific placeholders are required to pull in background information about the current submission or policy.  This information is available in any status where the quote details have been calculated, and some transaction types may have additional options.

Information is available for the Current Transaction and the Current Term, with Previous Term information available when working with renewals.

Note: Some placeholders use single quotes ' to identify a specific version of the variable.  These must be straight quotes ' or the formula does not recognize them.  Some word processing programs replace straight quotes with angled quotes or "Smart Quotes".  These quotes must be replaced with straight quotes, either in the word processor, or within the system.

Current Transaction Information

In any status where quote details have been calculated, that quote information is available for use in calculated fields.

Premium Details

The following placeholder returns the premium amount for a specific premium type, identified by code.

[[PremiumInfo[PremiumTypeCode='code']/Amount]]

Where code is the system code of the required premium type.

Commission Details

The following placeholders return the commission amount for a specific premium type, as well as the gross premium and the net premium after commission.  The premium types are identified by premium type code.

[[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeCode='code']/GrossPremium]]

[[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeCode='code']/CommissionAmount]]

[[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeCode='code']/NetPremium]]

Where code is the system code of the required premium type.

Tax Details

The following placeholders return the tax information for a specific premium type, identified by premium type code.

[[TaxDefinition[PremiumTypeCode='code']/TaxName]]

[[TaxDefinition[PremiumTypeCode='code']/CalculatedAmount]]

Where code is the system code of the required premium type.