Column Select the column to be filtered. For data tables, only columns defined as Key Columns in the Data Management page are available. For web services, only columns defined as Filters in the are available. Filter By Select if the filter value should be taken from a Field within the workflow, or if it should be a Constant Value. Field This field is enabled when Field is selected as the Filter By option. Select a field from the workflow that will provide the filter value. All filters applied to the same column, including fields that can have multiple options selected, will be handled as "Or" conditions. This means that if data matches any one of the conditions, it will pass the filters. If more than one column in the table has filters, then the columns will be handled as "And" conditions. This means that each filtered column must pass at least one of its filters, or the row will not be included. Notes: The field must be on the same screen as the associated combo box. However, you can use a calculated field on the same screen that refers to a field on another screen. Date Picker, Rich Text, and Textbox (Email) fields are not available. Constant Value This field is enabled when Constant Value is selected as the Filter By option. Enter the value to be used in filtering the column. Notes: Whether a filter is based on a constant value or a field, the data must match the condition exactly in order to pass the filter. Any numerical fields should be formatted as text. Any extra characters, such as thousands separators or currency symbols, might not match the regional formatting of the user's browser, preventing a match. If a used as a filter is changed, the combo box will be cleared. If multiple combo boxes are chained together, each serving as a filter for the next, changing one field will clear all dependent fields. The Output to Fields option can overwrite a field used as a filter. In such a configuration, the combo box control should be set to Manual Search Mode instead of Automatic. This will prevent unnecessary repetition in the lookups. Click Save & New to save the filter and clear the form to enter a new filter, click Save & Close to save the filter and close the window, or click Close to close the window without saving the filter.
and Radio Buttons. When using Checkbox, Drop Down, or Radio Buttons as the output, the data table must have the Codes for the individual options list items, and not the Labels. The output can be sent to another Combo Box. If the target combo box is set to Manual Search Mode, the text will be entered and the user can then trigger the search. If the target is set to Automatic Search Mode, the search will initiate immediately and a single matching result will be selected. If an automatic search yields more than one result, no selection will be made. A Combo Box must not output to itself. It can output to a field that it uses as a source or filter, but it should be set to Manual Search Mode to prevent unnecessary repetition in the lookups. Click Save & New to save the output mapping and clear the form to enter a new output, click Save & Close to save the mapping and close the window, or click Close to close the window without saving the mapping. Click Delete to delete the mapping and close the window. Click Save to save the data source but remain on the page, click Save & Close to save the source and return to the data source list, or click Close to return to the data source risk list without saving the source. Viewing and Modifying a Data Source Configuration Once a Product has been selected, Data Sources in the Product Menu widget. A list of all available data sources is displayed. For instructions on selecting a product, see . Click a link in the Name column to view the source details. If there are a large number of available sources, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate source. The Data Source Configuration Management page opens, and the Data Source Configuration Menu widget appears to the left of the page for navigation to other screens. Web Service List for Data Sources
Products/Completed Ops Terrorism Indicator Key/Display/Output The products/completed ops terrorism indicator. Rate Effective Date Filter The rate effective date. Rating Key/Display/Output The rating Revised Premises Rate Indicator Key/Display/Output The revised premises rate indicator. Revised Products Rate Indicator Key/Display/Output The revised products rate indicator Revised Products/Completed Operations Included Key/Display/Output The revised products/completed operations included indicator. Code Filter The state code. Store Keepers Minimum Premium Indicator Key/Display/Output The store keepers minimum premium indicator. Transaction Effective Date Filter The transaction effective date. Transaction Indicator Key/Display/Output The transaction indicator. Transaction Type Code Filter The transaction type code. Transition Indicator Key/Display/Output The transition indicator.
Premium Change (%) Displays the percent change in total premium between the original transaction and the copied transaction. Taxes Change (amount) Displays the difference in tax between the original transaction and the copied transaction. Taxes Change (%) Displays the percent change in total tax between the original transaction and the copied transaction. Commission Change (amount) Displays the difference in commission between the original transaction and the copied transaction.
Has Variances Displays True if there is a difference between the original transaction and the copied transaction. A difference is defined by the system as any one of the following: The original and copied have a different status. There is a difference of twenty cents or more between the Premium Amount value and the Premium Amount Copy value.
Premium Amount This column is hidden by default. Displays the original transaction’s total premium. Tax Amount This column is hidden by default. Displays the original transaction’s total tax. Commission Amount This column is hidden by default. Displays the original transaction’s total commission. Premium Amount Copy This column is hidden by default. Displays the copied transaction’s premium. Tax Amount Copy This column is hidden by default. Displays the copied transaction’s total tax.
Greater Than operator 184 Greater Than or Equals operator 184 Grid control type 111, 118, 119 Grid Field field 27, 29, 31 Grid Height 115 Grid Settings 113 Grid source type 19 GUID 205 H Has Variances column 226 Has Variances 224 Height field 94 Help Text field 97, 110 Hidden checkbox 99, 121, 165 Hidden field 125 Hide Thousands Separator checkbox 96 Horizontal layout 95 Horizontal layout type 111 Hyperlink Field field 131 I Icon Options field 152 Impact Assessment 220, 222 Impact Assessment List page 220, 222 Impact Assessment List panel 220, 223 Impact Assessment menu item 220, 222 Impact Assessment Request 221 Impact Assessment Request page 220 Impact Assessment Request Search Results panel 222 Impact Assessment Results page 220, 223 Impact Assessment Results panel 225 Impact Assessments 220 Import 58 Import button 103 Import Document Templates button 208 Import Document Templates 208 Import Log 205, 206, 208, 210, 211 Import Lookup Tables button 210 Import Lookup Tables panel 210 Import Policy checkbox 58 Import Product button 205 Import Product panel 204 Import Security Roles button 211 Import Workflow button 205 Imported File Name field 51 Importing Document Templates 207 Importing Lookup Tables 210 Importing Products 203 In Progress status 224 Inactive status 200 Include All Universal Triggers checkbox 200 Include Exclude List control type 26, 31, 92, 113 Include Exclude List 83 Include Fire Districts 38, 39, 41 Include Integration Endpoint Codes checkbox 205 Included Fields 118 Incomplete status 122, 126, 145, 148, 167 Indication Provided status 123, 127 Initial On Adjustment field 101 Initial Value On Cancellation field 101 Initial Value On Copy field 101, 115, 116 Initial Value On Declaration field 101 Initial Value On Endorsement field 101 Initial On Reinstatement field 101 Initial Value On Renewal field 101 Insurers page 201 Integration Configuration column 171 Integration Configuration 168 Integration Configuration Management page 143 Integration Configuration Settings window 171 Integration Configurations 143 Integration Configurations menu item 143, 155, 156 Integration Configurations panel 143, 155, 156, 168 Integration Configurations window 168 Integration Level field 148, 157 Integration panel 144 Integration Specifications panel 147
Integration Type field 144, 157 Internal Company Code field 47 Internal Company Id field 36, 38, 40, 42, 44 Internal Company ID field 45 Introduction 1 K Keep Distributor Association checkbox 204 Key Column 23 Key Column field 20 Key Column is Primary Display Column option 20 Key Column Rule field 20 Key Columns 16 Key 33, 36, 38, 40, 42, 43, 44 L Label column 162, 170 Label control type 26, 31, 92, 120, 131 Label field 24, 29, 30, 81, 82, 136, 162 Label Text field 97, 110, 147, 157 Labels and Help Text panel 97 Large grid height 115 Large size 94 Last Modified By field 4, 9, 13, 17, 21, 52, 59, 67, 73, 74, 84, 104, 132, 140, 155, 169, 178, 187, 191, 196, 218 Last Name field 35 Latitude field 33 Layout field 95, 111 Legal Description field 44 Less Than operator 184 Less Than or Equals operator 184 Liability Loss Cost A field 45 Liability Loss Cost B field 45 Liability Loss Cost C field 45 Limit Type resource 80 Line of Business field 3, 8, 66, 79, 96, 111, 137, 161, 177, 190 Link URL field 149 LOB Code field 36, 38, 40, 42, 45 LOB Indicator field 47 Locality (City) field 33 Location Information Lookup web service 39 Longitude field 33 Lookup Table Management page 71, 75 Lookup Table Version window 75 Lookup Tables 70 Lookup Tables field 209 Lookup Tables menu item 71, 75, 76 Lookup Tables panel 71, 75, 76, 77 LookupDataSource function 33 LookupDataSource() function 33 Loss Cost Lookup web service 44 Lost Quote Reason resource 80 Lost status 80, 123, 127, 167, 215 M MA Territory Indicator field 38 Management Style field 113 Managing Clauses 175 Managing Document Templates 194 Managing Templates 189 Managing Fields 88 Managing Panels 109 Managing Screens 135 Managing Triggers 181 Managing Workflows 160 Manual search mode 23, 26, 28, 31, 96 Mark as Lost action 145 Master Cover 57, 201, 223, 224 Master Cover - General Information page 34 Master Cover field 56, 200, 221 Master Cover panel 56 Master Covers 214 Master Grid 115 Master Grid Code field 114 MasterCoverAssuredType filter 34 MasterCoverCountryOptionListCode filter 34 Max function 183 Maximum Length field 100 Maximum Value field 101
Screen column 171 Screen field 164, 165 Screen Management page 135 Screen window 164 Screens 201 Screens field 152 Screens menu item 135, 140, 141 Screens panel 135, 140, 142, 163, 164 Search Address field 33 Search button 221 Search Key field 38, 40, 42, 43, 44 Search Mode field 23, 26, 28, 96 Search web service 43 Searchable checkbox 24, 29 Seating Capacity Range Code field 37 Secondary Class Code field 37 Secondary Subdivision field 34 Security Role Selection panel 123, 127, 167 Security Roles field 152 Select field 12 Select Field field 101 Select File field 74 Select File to Import field 51, 204, 208, 210 Select From List option 209 Select or Drop File to Upload button 91 Select Policy Participants to Scan panel 153 Select Quote button 146 Select Security File to Import field 211 Selected Grids field 58 SentForSigning status 158 Sequence 24, 29, 81, 82, 119, 137, 162, 163, 164, 169 Sequence Number column 226 Setting Default Values for Rich Text Fields 102 Short height 94 Show Copy Button checkbox 115 Signature group 157 Signature Placeholder 157 Signed status 158 SigningDeclined status 158 SigningPending status 158 SigningSessionExpired status 158 Single column layout 112 Size 94, 112 Small grid height 115 Small size 94, 112 Sorting Column field 16 Source Transaction option 101 Specify Alternate Key Column option 20 Spinner icon option 152 Squares icon option 152 Start button 221, 222 Start New button 220 Started On column 223 State Code field 37, 38, 40, 42, 44, 46, 49 State resource 81 field 35 Static type 80 Status column 223 Status field 224 Status panel 4, 9, 12, 13, 17, 21, 52, 59, 67, 72, 73, 74, 84, 103, 104, 132, 140, 155, 169, 178, 187, 191, 195, 196, 218 Status Selection 122, 126, 167 Steps panel 161, 162 window 162 Steps workflow type 161 Store Keepers Minimum Premium Indicator field 49 Subdivision field 34 Submission Screens widget 162 Submitted By column 223 Submitted By field 224 Sum function 183 Supported Client Countries field 34 Supported Client Type field 34 Synchronous communication 148 System Library checkbox 79, 137
T Tab Workflow field 113 Table Definition column 53 Table field 15 Tables in Claims E-mails 229 Tables in Policy E-mails 228 Tabs management style 113 Tabs workflow type 161 Tall height 95 Target System 161 Tax Amount column 224, 226 Tax Amount Copy column 224, 227 Tax District Code field 38, 40, 42 Taxes 202 Taxes Change (%) column 225 Taxes Change (amount) column 225 Term Effective Date field 221 Term Premium column 111 Term Premium Rollup column 111 Territory Code field 39, 40, 42 Territory 46 Texas Wind Catastrophe Area Code field 42 Text Area control type 26, 31, 93, 113 Text Box control type 119, 120 Text Options field 152 Textbox (Decimal) control type 26, 31, 93, 112, 119, 120, 131 Textbox control type 23, 26, 28, 31, 93, 112, 131 Textbox (Integer) control type 26, 31, 93, 112, 119, 120, 131 Textbox control type 26, 31, 93, 112, 131 Threshold field 154 Town Code field 39, 40, 42 Transaction Effective Date field 49 Transaction ID column 225 Transaction Indicator field 49 Transaction Premium column 111 Transaction Premium Rollup column 111 Transaction Selection panel 122, 126, 166 Transaction Status column 226 Transaction Status Copy column 226 Transaction Status Details column 226 Transaction Status Details Copy column 226 Transaction Type Code field 49 Transaction Type column 225 Transaction Type Is column 121 Transition Indicator field 49 Trigger 59, 121, 125, 149, 152, 165 Trigger List panel 181, 186, 188 Trigger Management page 181, 187 Trigger Name field 182 Triggering Conditions panel 58 Triggers 202, 230 Triggers menu item 181, 185, 187 Triggers option 183 Triggers Used by this Trigger field 187 Triggers Using this Trigger field 187 Truck Tractor Trailer Code field 39 Type field 80, 161 U Underwriting Required status 123, 127, 145, 167 Universal scope 182 Upload Columns button 16 Uploading a New Document Template 194 Uploading Lookup Tables 71 in System field 187 User-Defined Rule evaluation option 149 V Valid Until 146 Valid Until Date field 73 Validation & Workflow Actions page 146 field 184 Vehicle Radius Code field 37 Vehicle Size Code field 37 Vehicle Type Code field 37 Vehicle Use Code field 37 Versions 72, 75, 77 Vertical layout 95