All rules are available for real time terminal update. Plan processing, agency administration, billing, underwriting, accounting, new business entry, letter generation, and relationship management are controlled by end-user defined rules. Plans are established using a company-specified Mnemonic plan code which points to one or more underlying plan codes. Each plan is defined by a series of factor values and tables that determine how a policy is processed. Structure offers Plan Design Flexibility Lookup Rule and Factor Tables are maintained within the ID 3 system to store and retrieve the various factors required for plan definition and control.
All tables are date sensitive, meaning they allow all plan information to change over time.
Lookup Rule and Factor Table Maintenance panels allow the end-user to add and update the Lookup Rules and Factor Tables in an online, interactive session. ID 3 provides the ability to add or change entries within each table. It also includes a copy function that allows the user to copy an existing table lookup or an entire plan code as a source duplicating all entries while replacing the table ID or plan code with a new one. The new table or plan data can be easily modified. The tables necessary to implement a new plan are quickly built.