Appendix 2: Understanding the Definition Questions

When the Definition question defined in your policy setup result is true, certain fields and screens are displayed as a result.

The following table describes the workflow of the fields and screens enabled by each definition question.

Note: The Advanced Configurations checkbox does not expose any screens or fields.

Definition Question

Are assureds reporting shipment activity?

Configuration Menu Options > Screens > Tabs

  • Shipment

    • Shipment Settings:

      • Shipment General Settings
      • Copy Rate Schedule from Template
    • Routes
    • Conveyances
    • Insured Interests

    • Policy Rates

      • Policy Rate Schedule
      • Quick Maintenance
      • Rates Download
    • Shipment Form

Definition Question

Is premium being calculated on shipment activity?

Fields by Screen

Definition Question

Will assureds be generating certificates of insurance?

Configuration Menu Options > Screens > Tabs

  • Shipment

    • Conveyances

      • Certificate Templates

Definition Question

Are assureds reporting periodic shipment declarations?

Fields by Screen

Definition Question

Including bulk declarations?

Configuration Menu Options > Screens > Tabs

  • Shipment

    • Bulk Declarations

      • Bulk Declaration Configuration
      • Bulk Declaration Rate Schedule

Definition Question

Will a custom shipment form be required (SSC Configuration)?

Configuration Menu Options > Screens > Tabs

  • Shipment

    • Shipment Settings

      • Shipment Screen Customization

Definition Question

Is storage incidental to transit applicable?

Configuration Menu Options > Screens > Tabs

  • Storage

    • Storage Settings
    • Named Locations
    • Unnamed Locations

Fields by Screen

  • Storage Settings screen

    • Storage Incidental to Transit panel

      • Number Of Days Included field
      • Maximum Storage Duration Days field

    • Rate Period and Clause panel

      • Rate Period fields
      • Storage Clause & Condition fields

Definition Question

Are specific primary assureds/named assureds subject to special rates and/or conditions?

Configuration Menu Options > Screens > Tabs

  • Shipment

    • Special Rates

      • Special Rate Schedule
      • Special Rate Routes
      • Special Rates Download

Definition Question

Do additional premiums, conditions or exclusions apply for specific countries?

Configuration Menu Options > Screens > Tabs

  • Shipment

    • Country Restrictions

      • Country Restrictions
      • Quick Maintenance

Definition Question

Are assureds reporting storage declarations?

Configuration Menu Options > Screens > Tabs

  • Storage

    • Storage Settings
    • Named Locations
    • Unnamed Locations

Fields by Screen

  • Storage Settings screen

    • Policy Storage Declarations panel

      • Frequency
      • First Date
      • Storage Aggregate Limit
      • Per Primary Assured
      • Permissions

    • Minimum Premium panel

      • Per Storage Declaration Report

    • Rate Period and Clause panel

      • Rate Period
      • Storage Clause & Condition

Definition Question

When calculating premium, will additional charges (taxes and fees) apply?

Configuration Menu Options > Screens > Tabs

  • Bill To Party Setup

    • Additional Charges

      • Policy Default Additional Charges
      • Additional Charges Per Bill to Party

Definition Question

Will you need to reconcile premiums and charges or deplete deposits so you can report on it?

Configuration Menu Options > Screens > Tabs

  • Bill To Party Setup

    • Billing Configuration
    • Bill To Party Details

    • Billing Periods

      • Policy Default Billing Periods
      • Billing Periods Per Bill To Party

Definition Question

Will PDF invoices be generated?

Fields by Screen

  • Billing Configuration screen

    • Invoice Template

Definition Question

Will you record deposits, adjustments or other miscellaneous charges?

Configuration Menu Options > Screens > Tabs

  • Bill To Party Setup

    • Deposits & Misc. Charges

Definition Question

Will assureds need to report insured values in multiple currencies?

Configuration Menu Options > Screens > Tabs

  • General Settings

    • Currencies

Definition Question

Are multiple insurers and/or brokers participating on the policy?

Configuration Menu Options > Screens > Tabs

  • Participants

    • Brokers
    • Insurers

Definition Question

Are war policy details captured (policy number, rates, conditions)?

Configuration Menu Options > Screens > Tabs

  • War Policy
 

When no Definition Questions are answered

Configuration Menu Options > Screens > Tabs

  • Participants

    • Assureds

  • General Settings

    • Agent Groups

    • Extended Data Fields

      • Policy Extended Data Fields
      • Extended Data Field Configuration

    • Notifications

      • Policy Participant Contacts
      • Other Contacts
      • Notification Settings

    • Assured Portal

      • Website Access
      • Portal Setup

    • Documents