Workflow

• Name: OwPolicyCommon

  Code: OwPolicyCommon

  Notes: This workflow is a placeholder, and is not intended for use within a product.

Screens

• Name: OwBillingInfoScreen

  Code: OwBillingInfoScreen

  Label: Billing Information Screen

  Notes: This screen includes all of the components to manage billing information, including bill to party details, settings, installment information, and additional parties. See the Panels and Fields section below for details.

• Name: OwPolicyDistributorScreen

  Code: OwPolicyDistributorScreen

  Label: OwPolicyDistributorScreen

  Notes: This screen includes all of the components to manage distributor information, including details on the primary distributor, additional distributors, and commission information. See the Panels and Fields section below for details.

• Name: OwPolicyInsurerScreen

  Code: OwPolicyInsurerScreen

  Label: OwPolicyInsurerScreen

  Notes: This screen includes all of the components to manage insurer information, including details on the primary insurer, additional insurers, and premium information. See the Panels and Fields section below for details.

• Name: OwPolicyCoverages

  Code: OwPolicyCoverages

  Label: OwPolicyCoverages

  Notes: This screen includes all of the components to manage policy coverage information, including details on the policy contract term, policy charges, coverage limits, coverage deductibles, and insuring conditions. See the Panels and Fields section below for details.

Panels, Grids, and Fields - OwBillingInfoScreen

• Panel Name: Billing Information

  Code: BillingInformation

  Label: Billing Information

  Notes: This panel includes policy term payment information.

  Fields:

  • Name: Total Payment Amount

    Code: BillingTotalTransactionPaymentAmount

    Label: Total Payment Amount

    Notes: This field is updated by the system, and displays the total payment amount collected through Receipt Detail Allocation amounts and On Account Balance receipts associated to the policy transaction. Only receipts in Posted status are included.

    This field is automatically indexed.

    Note: If a receipt applies to an invoice that is associated to more than one policy transaction, the full balance of the invoice must be paid before the receipt amount is included in the calculation for this field.

  • Name: Policy Term Overdue Amount

    Code: BillingPolicyTermOverdueAmount

    Label: Policy Term Overdue Amount

    Notes: This field is updated by the system, and displays the total overdue amount for the policy term for all outstanding invoices where the invoice due date is a minimum of one day before the current date.

  • Name: Policy Term Collected Amount

    Code: BillingPolicyTermCollectedAmount

    Label: Policy Term Collected Amount

    Notes: This field is updated by the system, and displays the total amount collected through Receipt and Receipt Detail Allocations associated to the policy term. Only amounts for receipts in Posted status are included.

    This field is automatically indexed.

  • Name: Policy Term Earliest Overdue Invoice Due Date

    Code: BillingPolicyTermEarliestOverdueInvoiceDueDate

    Label: Policy Term Earliest Overdue Invoice Due Date

    Notes: This field is updated by the system, and displays the earliest overdue invoice due date associated to the policy term where the invoice outstanding amount is greater than zero and the invoice due date is a minimum of one day before the current date.

    This field is automatically indexed.

  • Name: Policy Term Outstanding Amount

    Code: BillingPolicyTermOutstandingAmount

    Label: Policy Term Outstanding Amount

    Notes: This field is updated by the system, and displays the total outstanding amount for invoices associated to the policy term.

    This field is automatically indexed.

  • Name: Policy Outstanding Amount

    Code: BillingPolicyOutstandingAmount

    Label: Policy Outstanding Amount

    Notes: This field is updated by the system, and displays the sum of all outstanding amounts for invoices associated to the policy.

    This field is automatically indexed.

  • Name: Policy Remaining Unpaid Amount

    Code: BillingPolicyRemainingUnpaidAmount

    Label: Policy Remaining Unpaid Amount

    Notes: This field is updated by the system, and displays the sum of outstanding and booked charges and charge taxes associated to the policy.

    This field is automatically indexed.

  • Name: Last Online Payment Status

    Code: BillingTransactionLastOnlinePaymentStatus

    Label: Last Online Payment Status

    Notes: This field is updated by the system, and displays the status of the most recent online payment transaction.

    If no payment is found, this field will be blank.

  • Name: Last Online Payment Date

    Code: BillingTransactionLastOnlinePaymentDate

    Label: Last Online Payment Date

    Notes: This field is updated by the system, and displays the date of the most recent online payment transaction.

    If no payment is found, this field will be blank.

  • Name: Payment Method Available for Use

    Code: BillingTransactionPaymentMethodAvailableForUse

    Label: Payment Method Available for Use

    Notes: This field is updated by the system, and displays "Yes" if a payment method has been saved for the Bill to Party, and "No" if a payment method has not been saved for the Bill to Party.

• Panel Name: Billing Primary Bill to Party

  Code: BillingPrimaryBillToParty

  Label: Billing Primary Bill to Party

  Notes: This panel includes details for the primary bill to party for the policy.

  Fields:

  • Name: Primary Bill to Party Code

    Code: BillingPrimaryBillToPartyCode

    Label: Primary Bill to Party Code

    Notes:

  • Name: Primary Bill to Party Name

    Code: BillingPrimaryBillToPartyName

    Label: Primary Bill to Party

    Notes:

  • Name: Primary Bill to Party Id

    Code: BillingPrimaryBillToPartyID

    Label:

    Notes: This field is read only.

    This field is hidden.

  • Name: Primary Bill to Party Guid

    Code: BillingPrimaryBillToPartyGuid

    Label: Primary Bill to Party Guid

    Notes: This field is read only.

    This field is hidden.

• Grid Name: Bill to Parties Billing Settings

  Code: BillToPartyBillingSetting

  Label: Bill to Parties Billing Settings

  Notes: This grid lists additional bill to parties and their billing percentages.

  Fields:

  • Name: [Parties Billing Settings] Additional Bill to Party Code

    Code: BillToPartyBillingSetting.BillToPartyCode

    Label: Bill to Party Code

    Notes:

  • Name: [Parties Billing Settings] Additional Bill to Party Name

    Code: BillToPartyBillingSetting.BillToPartyName

    Label: Bill to Party

    Notes:

  • Name: [Parties Billing Settings] Percentage Billed

    Code: BillToPartyBillingSetting.PremiumPercentage

    Label: Percentage Billed

    Notes:

  • Name: [Parties Billing Settings] Premium Type Code

    Code: BillToPartyBillingSetting.PremiumTypeCode

    Label: Premium Type Code

    Notes:

Some columns have been hidden.

• Grid Name: Billing Installments

  Code: BillingInstallment

  Label: Billing Installments

  Notes: The Billing Installments grid lists the scheduled installments for each bill to party.

  Fields:

  • Name: [Billing Installments] Installment Amount Due

    Code: BillingInstallment.AmountDue

    Label: Amount Due

    Notes:

  • Name: [Billing Installments] Installment Bill to Party Code

    Code: BillingInstallment.BillToPartyCode

    Label: Bill to Party Code

    Notes:

  • Name: [Billing Installments] Installment Bill to Party Name

    Code: BillingInstallment.BillToPartyName

    Label: Bill to Party

    Notes:

  • Name: [Billing Installments] Installment Commission Amount

    Code: BillingInstallment.CommissionAmount

    Label: Commission Amount

    Notes:

  • Name: [Billing Installments] Currency Code

    Code: BillingInstallment.Currency

    Label: Currency Code

    Notes:

  • Name: [Billing Installments] Installment Gross Amount

    Code: BillingInstallment.GrossAmount

    Label: Gross Amount

    Notes:

  • Name: [Billing Installments] Installment Number

    Code: BillingInstallment.Number

    Label: Number

    Notes:

  • Name: [Billing Installments] Installment Tax Amount

    Code: BillingInstallment.TaxAmount

    Label: Tax Amount

    Notes:

  • Name: [Billing Installments] Installment Total Amount Due

    Code: BillingInstallment.TotalAmountDue

    Label: Total Amount Due

    Notes:

  • Name: [Billing Installments] Installment Total Amount

    Code: BillingInstallment.TotalInstallmentAmount

    Label: Total Amount

    Notes:

  • Name: [Billing Installments] Installment Date

    Code: BillingInstallment.Date

    Label: Date

    Notes:

Some columns have been hidden.

• Grid Name: Additional Parties

  Code: AdditionalParty

  Label: Additional Companies

  Notes: This grid lists additional parties attached to the policy, including contact and address details. This information is read only. Selecting a party in this grid displays the Bill to Parties Billing Settings child grid.

  Fields:

  • Name: [Additional Parties] Additional Company Code

    Code: AdditionalParty.Code

    Label: Code

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Address

    Code: AdditionalParty.Address

    Label: Address

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company City

    Code: AdditionalParty.City

    Label: City

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Contact Email

    Code: AdditionalParty.ContactEmail

    Label: E-mail

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Contact Employee Number

    Code: AdditionalParty.ContactEmployeeNumber

    Label: Employee Number

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Contact First Name

    Code: AdditionalParty.ContactFirstName

    Label: First Name

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Contact Last Name

    Code: AdditionalParty.ContactLastName

    Label: Last Name

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Contact Phone

    Code: AdditionalParty.ContactPhone

    Label: Phone

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Country

    Code: AdditionalParty.Country

    Label: Country

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Fax

    Code: AdditionalParty.Fax

    Label: Fax

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Name

    Code: AdditionalParty.Name

    Label: Name

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Phone

    Code: AdditionalParty.Phone

    Label: Phone

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Web Site

    Code: AdditionalParty.Website

    Label: Web site

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company Zip / Postal Code

    Code: AdditionalParty.ZipPostalCode

    Label: Zip/Postal Code

    Notes: This field is read only.

  • Name: [Additional Parties] Additional Company GUID

    Code: AdditionalParty.Guid

    Label:

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

  • Name: [Additional Parties] Additional Company Resource ID

    Code: AdditionalParty.Id

    Label:

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

  • Name: [Additional Parties] Additional Company State / Province

    Code: AdditionalParty.StateProvince

    Label: State/Province

    Notes: This field is read only.

• Grid Name: Bill to Parties Billing Settings

  Code: BillToPartyBillingSetting

  Label: Bill to Parties Billing Settings

  Notes: This is a child to the Additional Parties grid, and lists additional bill to parties and their billing percentages.

  Fields:

  • Name: [Parties Billing Settings] Additional Bill to Party Code

    Code: BillToPartyBillingSetting.BillToPartyCode

    Label: Bill to Party Code

    Notes:

  • Name: [Parties Billing Settings] Additional Bill to Party Name

    Code: BillToPartyBillingSetting.BillToPartyName

    Label: Bill to Party

    Notes:

  • Name: [Parties Billing Settings] Percentage Billed

    Code: BillToPartyBillingSetting.PremiumPercentage

    Label: Percentage Billed

    Notes:

  • Name: [Parties Billing Settings] Premium Type Code

    Code: BillToPartyBillingSetting.PremiumTypeCode

    Label: Premium Type Code

    Notes:

Panels, Grids, and Fields - OwPolicyDistributorScreen

• Panel Name: Distributor

  Code: Distributor

  Label: Distributor

  Notes: This panel provides details on the current primary distributor for the policy. This information is read only.

  Fields:

  • Name: Distributor Name

    Code: DistributorName

    Label: Name

    Notes: This field is required.

    This field is read only.

  • Name: Distributor Contact Email

    Code: DistributorContactEmail

    Label: Contact E-mail

    Notes: This field is read only.

  • Name: Distributor Contact Phone

    Code: DistributorContactPhone

    Label: Contact Phone

    Notes: This field is read only.

  • Name: Distributor Fax

    Code: DistributorFax

    Label: Fax

    Notes: This field is read only.

  • Name: Distributor Address

    Code: DistributorAddress

    Label: Address

    Notes: This field is read only.

  • Name: Distributor City

    Code: DistributorCity

    Label: City

    Notes: This field is read only.

  • Name: Distributor Client Code

    Code: DistributorClientCode

    Label: Code

    Notes: This field is read only.

  • Name: Distributor Code

    Code: DistributorCode

    Label: Distributor Code

    Notes: This field is read only.

  • Name: Distributor Contact Employee Number

    Code: DistributorContactEmployeeNumber

    Label: Contact Employee Number

    Notes: This field is read only.

  • Name: Distributor Contact First Name

    Code: DistributorContactFirstName

    Label: Contact First Name

    Notes: This field is read only.

  • Name: Distributor Contact Last Name

    Code: DistributorContactLastName

    Label: Contact Last Name

    Notes: This field is read only.

  • Name: Distributor Country

    Code: DistributorCountry

    Label: Country

    Notes: This field is read only.

  • Name: Distributor Phone

    Code: DistributorPhone

    Label: Phone

    Notes: This field is read only.

  • Name: Distributor Reference Code

    Code: DistributorReferenceCode

    Label: Distributor Reference Code

    Notes: This field is read only.

  • Name: Distributor State / Province

    Code: DistributorStateProvince

    Label: State/Province

    Notes: This field is read only.

  • Name: Distributor Website

    Code: DistributorWebsite

    Label: Website

    Notes: This field is read only.

  • Name: Distributor Zip / Postal Code

    Code: DistributorZipPostalCode

    Label: Zip/Postal Code

    Notes: This field is read only.

  • Name: Distributor Resource ID

    Code: DistributorId

    Label:

    Notes: This field is hidden.

  • Name: Distributor GUID

    Code: DistributorGuid

    Label:

    Notes: This field is hidden.

  • Name: Distributor Total Commission Amount

    Code: DistributorCommission

    Label: Commission Amount

    Notes: This is a calculated field that retrieves the commission amount for the main distributor from the [Policy Distributors] Commission Amount field in the Policy Distributors grid.

    This field is read only.

    This field is hidden.

• Grid Name: Policy Distributors

  Code: PolicyDistributor

  Label: Policy Distributors

  Notes: This grid lists the distributors attached to the policy, including contact and address details.

  The detail window includes a lookup to select a distributor, which populates the remaining fields.

  The detail fields are read only on Cancellation and Reinstatement transaction types, as well as any transaction type in Bound, Declined, or Lost status.

  Selecting a distributor in this grid may display the Distributor Commission By PremiumType child grid. This child grid only appears on Cancellation transaction types in Incomplete, Bound, or Rescinded status.

  The SaveToGrid function can be used to enter a commission percentage or amount overrides for other transaction types.

  The Main Distributor will not appear in this grid, however, it will show in any documents and e-mails generated using this grid.

  Fields:

  • Name: [Policy Distributors] Distributor Lookup

    Code: PolicyDistributor.Lookup

    Label: Distributor Lookup

    Notes: This is a combo box field used to search for distributor information.

    This field uses the Distributor Lookup Data Source data source.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor Resource ID

    Code: PolicyDistributor.Id

    Label:

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is hidden.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor GUID

    Code: PolicyDistributor.Guid

    Label:

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is hidden.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Main Distributor

    Code: PolicyDistributor.IsMain

    Label: Main distributor

    Notes: This field is hidden.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor Name

    Code: PolicyDistributor.Name

    Label: Name

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is required.

    This field is read only.

  • Name: [Policy Distributors] Distributor Client Code

    Code: PolicyDistributor.ClientCode

    Label: Code

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is required.

    This field is read only.

  • Name: [Policy Distributors] Distributor Code

    Code: PolicyDistributor.Code

    Label: Distributor Code

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor Reference Code

    Code: PolicyDistributor.ReferenceCode

    Label: Distributor Reference Code

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor Phone

    Code: PolicyDistributor.Phone

    Label: Phone

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

  • Name: [Policy Distributors] Distributor Fax

    Code: PolicyDistributor.Fax

    Label: Fax

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor Website

    Code: PolicyDistributor.Website

    Label: Website

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor Address

    Code: PolicyDistributor.Address

    Label: Address

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor City

    Code: PolicyDistributor.City

    Label: City

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

  • Name: [Policy Distributors] Distributor Country

    Code: PolicyDistributor.Country

    Label: Country

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

  • Name: [Policy Distributors] Distributor State / Province

    Code: PolicyDistributor.StateProvince

    Label: State/Province

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

  • Name: [Policy Distributors] Distributor Zip / Postal code

    Code: PolicyDistributor.ZipPostalCode

    Label: Zip/Postal Code

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

  • Name: [Policy Distributors] Distributor Contact First Name

    Code: PolicyDistributor.ContactFirstName

    Label: Contact First Name

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor Contact Last Name

    Code: PolicyDistributor.ContactLastName

    Label: Contact Last Name

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor Contact Phone

    Code: PolicyDistributor.ContactPhone

    Label: Contact Phone

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor Contact Email

    Code: PolicyDistributor.ContactEmail

    Label: Contact E-mail

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Distributor Contact Employee Number

    Code: PolicyDistributor.ContactEmployeeNumber

    Label: Contact Employee Number

    Notes: This field is populated by the results of the [Policy Distributors] Distributor Lookup field.

    This field is read only.

    This field is not displayed in the grid.

  • Name: [Policy Distributors] Commission Amount

    Code: PolicyDistributor.CommissionAmount

    Label: Commission Amount

    Notes: This is a calculated field that retrieves the total commission amount for the distributor, across all premium types, from the [Commission by Premium Type] Distributor Commission Amount field in the Distributor Commission By PremiumType grid.

    This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

• Grid Name: Distributor Commission By PremiumType

  Code: DistributorCommissionByPremiumType

  Label: Distributor Commission By PremiumType

  Notes: This grid is a child to the Policy Distributors grid, and lists the commission percentages and totals for each distributor.

  This grid is hidden on New Business, Endorsement, Adjustment, Declaration, Renewal, and Reinstatement transaction types, as well as Cancellation transactions in Incomplete, Bound, or Rescinded status. This information is read only, except for a commission override field.

  Fields:

  • Name: [Commission by Premium Type] Distributor Premium Type Name

    Code: DistributorCommissionByPremiumType.PremiumTypeName

    Label: Premium Type Name

    Notes: This field is read only.

    When calculating commissions, this field is populated with the Name for each premium type.

  • Name: [Commission by Premium Type] Distributor Premium Type Code

    Code: DistributorCommissionByPremiumType.PremiumTypeCode

    Label: Premium Type Code

    Notes: This field is read only.

    When calculating commissions, this field is populated with the Code for each premium type.

  • Name: [Commission by Premium Type] Distributor Premium Amount

    Code: DistributorCommissionByPremiumType.PremiumAmount

    Label: Premium Amount

    Notes: This field is read only.

    When calculating commissions, this field is populated with the total calculated premium for each premium type.

  • Name: [Commission by Premium Type] Distributor Code

    Code: DistributorCommissionByPremiumType.DistributorCode

    Label: Distributor Code

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

    When calculating commissions, this field is populated with the Code for the selected distributor.

  • Name: [Commission by Premium Type] Default Commission Percentage

    Code: DistributorCommissionByPremiumType.DefaultCommissionPercentage

    Label: Default Commission (%)

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

    When calculating commissions, this field is populated with the Default Commission (%) for the selected distributor and the current master cover.

  • Name: [Commission by Premium Type] Master Cover Commission Field Code

    Code: DistributorCommissionByPremiumType.MasterCoverCommissionFieldCode

    Label: Master Cover Commission Field Code

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

    When calculating commissions, this field is populated with the Code for the field selected in the Commission Percentage Field field in the Master Cover - General Information page.

  • Name: [Commission by Premium Type] Master Cover Field Commission Percentage

    Code: DistributorCommissionByPremiumType.MasterCoverFieldCommissionPercentage

    Label: Master Cover Commission Field (%)

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

    When calculating commissions, this value is copied from the field selected in the Commission Percentage Field field in the Master Cover - General Information page.

  • Name: [Commission by Premium Type] Commission Override Trigger Value

    Code: DistributorCommissionByPremiumType.AssociationCommissionOverrideTriggerValue

    Label: Association Commission Override Trigger Value

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

    When calculating commissions, this field is populated with the true or false value of the trigger selected in the Field Override Trigger field for the selected distributor and the current master cover.

  • Name: [Commission by Premium Type] Commission Override Field Code

    Code: DistributorCommissionByPremiumType.AssociationCommissionOverrideFieldCode

    Label: Association Commission Override Field Code

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

    When calculating commissions, this field is populated with the Code for the field selected in the Default Commission Field Override field for the selected distributor and the current master cover.

  • Name: [Commission by Premium Type] Association Field Commission Percentage

    Code: DistributorCommissionByPremiumType.AssociationFieldCommissionPercentage

    Label: Association Commission Override Field (%)

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

    When calculating commissions, this field is populated with the value of the field selected in the Default Commission Field Override field for the selected distributor and the current master cover.

  • Name: [Commission by Premium Type] Premium Type Commission Percentage

    Code: DistributorCommissionByPremiumType.PremiumTypeCommissionPercentage

    Label: Premium Type Commission (%)

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

    When calculating commissions, this field is populated with the Commission (%) values copied from the Premium Type - Commission (%) Overrides panel in the Master Cover Associations for the distributor.

  • Name: [Commission by Premium Type] Commission Override (%)

    Code: DistributorCommissionByPremiumType.CommissionOverridePercentage

    Label: Commission Override (%)

    Notes: This field is hidden.

    This field is not displayed in the grid.

    A custom override for the commission percentage can be saved to this field by an integration or function.

  • Name: [Commission by Premium Type] Commission Override Amount

    Code: DistributorCommissionByPremiumType.CommissionOverrideAmount

    Label: Commission Override Amount

    Notes:

  • Name: [Commission by Premium Type] Distributor Commission Rate

    Code: DistributorCommissionByPremiumType.CommissionRate

    Label: Commission (%)

    Notes: This field is hidden.

    This field is not displayed in the grid.

    This is a calculated field that determines the commission rate for the current distributor and premium type. The formula checks for values in this order, using the first valid option.

    1. If the [Commission by Premium Type] Commission Override Amount field has a numeric value, it will be used.
    2. If the [Commission by Premium Type] Commission Override (%) field has a numeric value, it will be used.
    3. If the [Commission by Premium Type] Premium Type Commission Percentage field has a numeric value, it will be used.
    4. If the master cover association configuration for the distributor has a Default Commission Field Override, and either has no trigger or the trigger evaluates to true, the commission from the override field will be used. If the field does not contain a numeric value, 0 will be used.
    5. If the master cover association configuration for the distributor has a numeric Default Commission, it will be used.
    6. If the distributor has a numeric Default Commission (%) value, it will be used.

  • Name: [Commission by Premium Type] Distributor Commission Amount

    Code: DistributorCommissionByPremiumType.CommissionAmount

    Label: Commission Amount

    Notes: This field is read only.

    This is a calculated field that calculates the commission amount for the premium type, using the [Commission by Premium Type] Distributor Premium Amount and [Commission by Premium Type] Distributor Commission Rate fields.

Panels, Grids, and Fields - OwPolicyInsurerScreen

• Panel Name: Insurer

  Code: Insurer

  Label: Insurer

  Notes: This panel provides details on the current primary insurer for the policy. This information is read only.

  Fields:

  • Name: Insurer Name

    Code: InsurerName

    Label: Name

    Notes: This field is read only.

  • Name: Insurer Code

    Code: InsurerCode

    Label: Code

    Notes: This field is read only.

  • Name: Insurer Client Code

    Code: InsurerClientCode

    Label: Insurer Code

    Notes: This field is read only.

  • Name: Insurer Reference Code

    Code: InsurerReferenceCode

    Label: Insurer Reference Code

    Notes: This field is read only.

  • Name: Insurer Address

    Code: InsurerAddress

    Label: Address

    Notes: This field is read only.

  • Name: Insurer City

    Code: InsurerCity

    Label: City

    Notes: This field is read only.

  • Name: Insurer Country

    Code: InsurerCountry

    Label: Country

    Notes: This field is read only.

  • Name: Insurer State/Province

    Code: InsurerStateProvince

    Label: State/Province

    Notes: This field is read only.

  • Name: Insurer Zip / Postal Code

    Code: InsurerZipPostalCode

    Label: Zip/Postal Code

    Notes: This field is read only.

  • Name: Insurer Website

    Code: InsurerWebsite

    Label: Website

    Notes: This field is read only.

  • Name: Insurer Phone

    Code: InsurerPhone

    Label: Phone

    Notes: This field is read only.

  • Name: Insurer Fax

    Code: InsurerFax

    Label: Fax

    Notes: This field is read only.

  • Name: Insurer Contact First Name

    Code: InsurerContactFirstName

    Label: Contact First Name

    Notes: This field is read only.

  • Name: Insurer Contact Last Name

    Code: InsurerContactLastName

    Label: Contact Last Name

    Notes: This field is read only.

  • Name: Insurer Contact Phone

    Code: InsurerContactPhone

    Label: Contact Phone

    Notes: This field is read only.

  • Name: Insurer Contact Email

    Code: InsurerContactEmail

    Label: Contact E-mail

    Notes: This field is read only.

  • Name: Insurer Contact Employee Number

    Code: InsurerContactEmployeeNumber

    Label: Contact Employee Number

    Notes: This field is read only.

  • Name: Insurer Risk Percentage

    Code: InsurerRiskPercentage

    Label: Risk Percentage

    Notes: This field is read only.

  • Name: Insurer Resource ID

    Code: InsurerId

    Label:

    Notes: This field is read only.

    This field is hidden.

  • Name: Insurer GUID

    Code: InsurerGuid

    Label:

    Notes: This field is read only.

    This field is hidden.

Some columns have been hidden.

• Grid Name: Policy Insurers

  Code: PolicyInsurer

  Label: Policy Insurers

  Notes: This grid lists the insurers attached to the policy, including contact and address details.

  Selecting an insurer in this grid displays the Policy Insurer by Premium Type child grid.

  If the Allow Multiple Insurers setting is checked in the Master Cover, the Insurer Code, Insurer Risk Percentage, and Lead Insurer fields must be populated using functions, integrations, or similar methods. On calculating a quote, the system validates the provided insurers, and populates the remaining fields in the grid with the current information for those insurers.

  Fields:

  • Name: [Policy Insurer] Insurer Resource ID

    Code: PolicyInsurer.Id

    Label:

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer GUID

    Code: PolicyInsurer.Guid

    Label:

    Notes: This field is read only.

    This field is hidden.

    This field is not displayed in the grid.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Name

    Code: PolicyInsurer.Name

    Label: Name

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Code

    Code: PolicyInsurer.Code

    Label: Code

    Notes: This field is read only.

    This field is required when the Allow Multiple Insurers setting is checked in the master cover.

    This field must contain the Code of each insurer to be attached to the transaction, populated using functions, integration points, or similar methods.

  • Name: [Policy Insurer] Insurer Client Code

    Code: PolicyInsurer.ClientCode

    Label: Insurer Client Code

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Lead Insurer

    Code: PolicyInsurer.IsLead

    Label: Lead Insurer

    Notes: This field is read only.

    This field is required when the Allow Multiple Insurers setting is checked in the master cover.

    This field must contain "True" or "False" to identify if the insurer is to be the lead insurer on the transaction, and should be populated using functions, integration points, or similar methods.

    Note that there must only be a single lead insurer specified.

  • Name: [Policy Insurer] Insurer Reference Code

    Code: PolicyInsurer.ReferenceCode

    Label: Insurer Reference Code

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Address

    Code: PolicyInsurer.Address

    Label: Address

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer City

    Code: PolicyInsurer.City

    Label: City

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Country

    Code: PolicyInsurer.Country

    Label: Country

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer State/Province

    Code: PolicyInsurer.StateProvince

    Label: State/Province

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Zip/Postal Code

    Code: PolicyInsurer.ZipPostalCode

    Label: Zip/Postal Code

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Website

    Code: PolicyInsurer.Website

    Label: Website

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Phone

    Code: PolicyInsurer.Phone

    Label: Phone

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Fax

    Code: PolicyInsurer.Fax

    Label: Fax

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Contact First Name

    Code: PolicyInsurer.ContactFirstName

    Label: Contact First Name

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Contact Last Name

    Code: PolicyInsurer.ContactLastName

    Label: Contact Last Name

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Contact Phone

    Code: PolicyInsurer.ContactPhone

    Label: Contact Phone

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Contact Email

    Code: PolicyInsurer.ContactEmail

    Label: Contact E-mail

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Contact Employee Number

    Code: PolicyInsurer.ContactEmployeeNumber

    Label: Contact Employee Number

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer] Insurer Risk Percentage

    Code: PolicyInsurer.RiskPercentage

    Label: Risk Percentage

    Notes: This field is required when the Allow Multiple Insurers setting is checked in the master cover.

    This field requires data to be populated using manual entry, functions, integration points, or similar methods.

    This is a decimal field, where a value of 50 equals 50 %.

  • Name: [Policy Insurer] Insurer Insurance Cost

    Code: PolicyInsurer.InsuranceCost

    Label: Insurer Insurance Cost

    Notes: This is a calculated field that provides a sum of the [Policy Insurer by Premium Type] Insurer Insurance Cost values for the insurer.

    This field is read only.

• Grid Name: Policy Insurer by Premium Type

  Code: PolicyInsurerByPremiumType

  Label: Policy Insurer By Premium Type

  Notes: This grid is a child to the Policy Insurers grid, and lists the risk amounts and premium distribution for each insurer attached to the transaction.

  This information is populated by the system during quote calculation, based on the insurers defined in the Policy Insurers parent grid. The risk percentage override values can be entered manually, if necessary.

  Fields:

  • Name: [Policy Insurer by Premium Type] Insurer Premium Type Name

    Code: PolicyInsurerByPremiumType.PremiumTypeName

    Label: Premium Type Name

    Notes: This field is read only.

    This information is populated by the system during quote calculation.

  • Name: [Policy Insurer by Premium Type] Insurer Premium Type Code

    Code: PolicyInsurerByPremiumType.PremiumTypeCode

    Label: Premium Type Code

    Notes: This field is read only.

    This information is populated by the system during quote calculation. If any value already exists in this field, it will not be overwritten.

  • Name: [Policy Insurer by Premium Type] Insurer Name

    Code: PolicyInsurerByPremiumType.InsurerName

    Label: Insurer Name

    Notes: This is a calculated field that displays the [Policy Insurer] Insurer Name value from the parent grid.

    This field is read only.

  • Name: [Policy Insurer by Premium Type] Insurer Code

    Code: PolicyInsurerByPremiumType.InsurerCode

    Label: Insurer Code

    Notes: This is a calculated field that displays the [Policy Insurer] Insurer Code value from the parent grid.

    This field is read only.

  • Name: [Policy Insurer by Premium Type] Insurer Premium Amount

    Code: PolicyInsurerByPremiumType.PremiumAmount

    Label: Premium Amount

    Notes: This is a calculated field that determines the premium for the current insurer and premium type by multiplying the current premium amount by the [Policy Insurer by Premium Type] Insurer Effective Risk Percentage field.

    This field is read only.

  • Name: [Policy Insurer by Premium Type] Insurer Insurance Cost

    Code: PolicyInsurerByPremiumType.InsuranceCostAmount

    Label: Insurance Cost Amount

    Notes: This is a calculated field that determines the insurance cost for the current insurer and premium type by multiplying the commission amount by the [Policy Insurer by Premium Type] Insurer Effective Risk Percentage field, and deducting the result from the [Policy Insurer by Premium Type] Insurer Premium Amount field.

    This field is read only.

  • Name: [Policy Insurer by Premium Type] Insurer Risk Percentage Override

    Code: PolicyInsurerByPremiumType.RiskPercentageOverride

    Label: Risk Percentage Override

    Notes: If a value is provided for this field, it overrides the Risk Percentage defined in the Policy Insurer parent grid.

  • Name: [Policy Insurer by Premium Type] Insurer Effective Risk Percentage

    Code: PolicyInsurerByPremiumType.EffectiveRiskPercentage

    Label: Effective Risk Percentage

    Notes: This is a calculated field that determines the effective risk percentage to be used. If there is a numerical value in the [Policy Insurer by Premium Type] Insurer Risk Percentage Override field, then that value will be used. Otherwise, the value from the [Policy Insurer] Insurer Risk Percentage field in the parent grid will be used.

    This field is read only.

Panels, Grids, and Fields - Other

• Grid Name: Policy Document

  Code: PolicyDocument

  Label: Policy Document

  Notes: This grid tracks internal information related to documents, and is used for certain integrations. This grid should not be used in a workflow.

  Fields:

  • Name: PolicyDocument.Extension

    Code: PolicyDocument.Extension

    Label:

    Notes:

  • Name: PolicyDocument.Filename

    Code: PolicyDocument.Filename

    Label:

    Notes:

  • Name: PolicyDocument.Guid

    Code: PolicyDocument.Guid

    Label:

    Notes:

  • Name: PolicyDocument.ModifiedDate

    Code: PolicyDocument.ModifiedDate

    Label:

    Notes:

  • Name: PolicyDocument.ParentGuid

    Code: PolicyDocument.ParentGuid

    Label:

    Notes: This field is not displayed in the grid.

  • Name: PolicyDocument.ParentType

    Code: PolicyDocument.ParentType

    Label:

    Notes: This field is not displayed in the grid.

  • Name: PolicyDocument.Type

    Code: PolicyDocument.Type

    Label:

    Notes:

Standalone Fields

The following system fields are not configured within a panel or screen by default, but can be configured within a workflow to display live system data.

Some of these fields have equivalent placeholders that retrieve the same information. For use as placeholders, see the equivalent placeholder entry in the Full Placeholders List for Policy Information section, unless otherwise noted.

• Name: [Policy] Policy Number

  Code: PolicyNumber

  Label: Policy Number

  Notes: This field contains the Policy Number.

  This field is read only.

  Equivalent Placeholder: [[SubPolPolicyNo]]

• Name: [Policy] Policy Term Number

  Code: PolicyTermNumber

  Label: Policy Term Number

  Notes: This field contains the policy Term ID, formatted to 10 digits.

  This field is read only.

  Equivalent Placeholder: [[SubPolPolicyTermID]]

• Name: [Policy] Policy Effective Date

  Code: PolicyEffectiveDate

  Label: Policy Effective Date

  Notes: This field contains the policy Effective Date.

  This field is read only.

  Equivalent Placeholder: [[PolicyEffectiveDate]]

• Name: [Policy] Policy Valid Until Date

  Code: PolicyValidUntilDate

  Label: Policy Valid Until Date

  Notes: This field contains the policy Valid Until date.

  This field is read only.

  Equivalent Placeholder: [[PolicyValidUntilDate]]

• Name: [Policy] Transaction Status

  Code: TransactionStatus

  Label: Transaction Status

  Notes: This field contains the transaction status.

  This field is required and read only.

• Name: [Policy] Transaction Type

  Code: TransactionType

  Label: Transaction Type

  Notes: This field contains the transaction type.

  This field is required and read only.

• Name: [Policy] Product Name

  Code: ProductName

  Label: Product Name

  Notes: This field contains the name of the Master Cover.

  This field is read only.

  Equivalent Placeholder: [[SubPolProduct]]

• Name: [Policy] Policy Term Effective Date

  Code: PolicyTermEffectiveDate

  Label: Policy Term Effective Date

  Notes: This field contains the policy term Effective Date.

  This field is read only.

  Equivalent Placeholder: [[CurrentTerm/EffectiveDate]]

• Name: [Policy] Policy Term Valid Until Date

  Code: PolicyTermValidUntilDate

  Label: Policy Term Valid Until Date

  Notes: This field contains the policy term Valid Until date.

  This field is read only.

  Equivalent Placeholder: [[CurrentTerm/ExpiryDate]]

• Name: [Policy] Product Code

  Code: ProductCode

  Label: Product Code

  Notes: This field contains the code of the Master Cover.

  This field is read only.

Data Sources

• Name: Distributor Lookup Data Source

  Code: DistributorLookupDS

  Notes: This data source is used for the [Policy Distributors] Distributor Lookup field, and uses the Distributor Lookup web service to search for and select distributor information.

  Selecting a distributor populates the fields in the Policy Distributors detail window.

Option Lists

• Name: Cancellation Reasons

  Code: CancellationReasons

  Notes: This list contains default reasons available for selection during a policy cancellation.