E-mail [[DistributorReferenceCode]] Calculated Field [[DistributorReferenceCode]] Notes: This is the value of the Distributor Reference Code field in the Master Cover Association window of the Distributor Information page. Document E-mail Field Distributor Commission    Word Ribbon Distributor / Distributor Commission E-mail [[DistributorCommission]] Calculated Field [[DistributorCommission]] Document E-mail Field Distributor Country    Word Ribbon Distributor / Distributor Country E-mail [[DistributorCountry]] Calculated Field [[DistributorCountry]] Document E-mail Field Distributor Fax    Word Ribbon Distributor / Distributor Fax E-mail [[DistributorFax]] Calculated [[DistributorFax]] Notes: For calculated fields, the placeholder must be prefixed by String: for the data to display properly. Document E-mail Field Distributor Name   
Notes: Identifies if the Deductible is a flat Amount or a Percentage of another value. Use repeaters for documents and e-mails. For use in generated documents, insert a different placeholder, press Alt+F9 to view the code, update the code to read { MERGEFIELD Deductible_AmountOrPercentage }, right-click in the placeholder and select Update Field, the press Alt+F9 to return to normal. For calculated fields, values must be called individually by premium type ID. Document E-mail Field Deductible Amount    Word Ribbon Deductible Information / Deductible Amount E-mail [[Deductible_Amount]] Calculated Field [[DeductibleList/Deductible[PremiumType='#']/Amount]] [[DeductibleList/Deductible[PremiumType='#' and Description='description']/Amount]] Notes: Use repeaters for documents and e-mails. For calculated fields, values must be called individually by premium type ID. If more than one Deductible exists for any premium type, a second qualifier must be used to locate individual values. Unique Descriptions should be assigned to each Deductible, which can then be isolated using the Description='description' condition. Document E-mail Deductible Currency    Word Ribbon N/A E-mail [[Deductible_Currency]] Calculated Field [[DeductibleList/Deductible[PremiumType='#']/Currency]] Notes: Use repeaters for documents and e-mails. For use in generated documents, insert a different placeholder, press Alt+F9 to view the code, update the code to read { MERGEFIELD Deductible_Currency }, right-click in the placeholder and select Update Field, the press Alt+F9 to return to normal. For calculated fields, values must be called individually by premium type ID.
Current Term Information Document E-mail Field Current Term Policy Number    Word Ribbon Policy Information / Policy Number E-mail [[SubPolPolicyNo]] Calculated Field [[SubPolPolicyNo]] If the policy number is numeric with certain dividing characters (eg: 2013-0012-17), the String: prefix may be necessary for the value to display properly. Document E-mail Field Current Term ID    Word Ribbon Policy Information / Policy Term ID E-mail [[SubPolPolicyTermID]] Calculated Field [[SubPolPolicyTermID]] Notes: The leading zeroes are removed by default. To keep the zeroes, the placeholder must be prefixed by String: and the field must be a text field. Document E-mail Field Current Term Effective Date    Word Ribbon Term Information / Term Effective Date E-mail [[TermEffectiveDate]] Calculated Field [[CurrentTerm/EffectiveDate]] Notes: In Date Picker type fields, the year, month, and day are displayed, formatted according to browser settings. In a text field, the date and time is shown in the internal system format. This data is only updated on calculating If the effective date is changed, it will not be reflected in this placeholder until a new quote is calculated.
E-mail [[Date]] Notes: This is a table field for use in repeaters. The table Code is ClaimPayments. Document E-mail Field Core Amount     E-mail [[Amount]] Notes: This is a table field for use in repeaters. The table Code is ClaimPayments. Document E-mail Field Core Currency     E-mail [[Currency]] Notes: This is a table field for use in repeaters. The table Code is ClaimPayments. Document E-mail Field Core Payee     E-mail [[Payee]] Notes: This is a table field for use in repeaters. The table Code is ClaimPayments. Document E-mail Field Core Status     E-mail [[Status]] Notes: This is a table field for use in repeaters. The table Code is ClaimPayments. Document E-mail Core Coverage     E-mail [[Coverage]]
Bill to Party Address placeholder 141 Bill to Party City placeholder 141 Bill to Party Country placeholder 142 Bill to Party Email placeholder 142 Bill To Information 141 Bill to Party Name placeholder 141 Bill to Party On Account Balance Currency placeholder 143 Bill to Party On Account Balance placeholder 142 Bill to Party Phone placeholder 142 Bill to Party State placeholder 142 Bill to Party Zip placeholder 141 Billing Integration Fields 149 Billing Workflow Details 119 Bound Date placeholder 99 Building Conditional Expressions 27 Building Formulas 3 C Calculated Field placeholders 78, 128, 150 Cancellation Date placeholder 94 Cancellation Reason - Other placeholder 95 Cancellation Reason placeholder 94 of Loss placeholder 153 Certificate Number placeholder 180, 181, 182, 183 Charge Adjustment Type placeholder 145 Charge Amount Due placeholder 145 Charge Currency placeholder 145 Charge Date placeholder 146 Charge Description placeholder 146 Charge Gross Amount placeholder 147 Charge Information 145 Charge Policy Number placeholder 146 Charge Policy Transaction ID placeholder 146 Charge Premium Type placeholder 147 Charge System Claim Number placeholder 146 Charge Amount Due placeholder 147 Charge Total Amount placeholder 147 Charge Total Commission Amount placeholder 147 Charge Total Tax Amount placeholder 148 Check Compliance Hit function 71 CheckComplianceHit() function 71 Child function 68 Child() function 68 City placeholder 156 Claim Information 150 Claim Party Information 153 Claim Payment Information, Multiple Filtered Payments 180 Claim Payment Information, Single Instance 162 Claimant party role 153 Clear Grid function 70 ClearGrid() function 70 Client Address placeholder 136 Client City placeholder 136 Client Company Address placeholder 78 Client Company City placeholder 78 Client Company Code placeholder 82 Client Company Contact Email placeholder 80 Client Company Contact Employee Number placeholder 79 Client Company Contact First Name placeholder 79 Client Company Contact Last Name placeholder 79 Client Company Contact Phone placeholder 79 Client Company Country placeholder 80 Client Company Fax placeholder 80 Client Company Information 78 Client Company Name placeholder 80 Client Company Phone placeholder 81 Client Company State placeholder 81 Client Company Website placeholder 81 Client Company Zip/Postal Code placeholder 81 Client Country placeholder 137 Client Email placeholder 137 Client Information 136 Client Name placeholder 136 Client Phone placeholder 137 Client State placeholder 137 Client Zip placeholder 137 Close Bracket operator 3
D Date Comparison Field 34, 35 Date Long function 54 Date of Loss placeholder 151 Date Overlap function 52 Date Picker field 34 Date Reported placeholder 151 Date function 55 Date Time Long function 54 Date Time function 55 DateLong() function 54 DateOverlap() function 52 DateShort() function 55 DateTimeLong() function 54 DateTimeShort() function 55 Day - Double placeholder 123 Day - Single Digit placeholder 123 Days Between function 50 Days In Period function 51 DaysBetween() function 50 DaysInPeriod() function 51 Deductible Amount by Quote Option, Premium Type, and Deductible Type placeholder 108 Deductible Amount or Percentage placeholder 114 Deductible Amount placeholder 114 Deductible Currency placeholder 114 Deductible Description placeholder 113 Deductible Premium Type Name placeholder 113 Deductible Type placeholder 113 Deductibles 14 Defining Multiple Fields in a Function 17 Defining String Data 4 Defining the Results 19 Description of Loss placeholder 152 Detailed Function Descriptions 31 Detected Changes Timestamp Field 33, 34 Distributor Address placeholder 84, 138 Distributor City placeholder 85, 138 Distributor Commission placeholder 86 Distributor Country placeholder 86, 138 Distributor Email placeholder 139 Distributor Fax placeholder 86 Distributor filter 57 Distributor Information 84, 138 Distributor Name placeholder 86, 138 Distributor party role 154 Distributor Phone placeholder 87, 139 Distributor Primary Contact Email placeholder 88 Distributor Primary Contact Employee Number placeholder 88 Distributor Primary Contact First Name placeholder 87 Distributor Primary Contact Last Name placeholder 88 Distributor Primary Contact Phone placeholder 88 Distributor placeholder 139 Distributor State/Province placeholder 87 Distributor Website placeholder 87 Distributor Zip placeholder 138 Distributor Zip/Postal Code placeholder 87 Divide operator 3 Does Not Contain function 67 DoesNotContain() function 67 E Effective Date 72, 73 Effective Date placeholder 99 Email Address placeholder 154 E-mail placeholders 78, 128, 150 Endorsement Number placeholder 100 e-Signature Document Created By Name placeholder 126 e-Signature Document Status Modified On Date placeholder 127 e-Signature Tag placeholder 126 Exp function 65 Exp() function 65 External Code field 149 F Fax Number placeholder 155
Lookup Tables 72 Lookup() function 72 LookupDataSource() function 72 Loss Amount Currency placeholder 152 Loss Amount placeholder 152 Lost Reason placeholder 100 M All function 68 Match Any function 68 MatchAll() function 68 MatchAny() function 68 Max function 66 Max() function 66 Mid function 64 Mid() function 64 Min function 66 Min() function 66 Modified By Name function 62 Modified By Last Name function 62 ModifiedByFirstName() function 62 ModifiedByLastName() function 62 Month - Double Digit placeholder 124 Month - Single Digit placeholder 124 Month Day placeholder 125 Months Between function 50 MonthsBetween() function 50 Multiply function 62 Multiply operator 3 Multiply() function 62 N Name column 15 Name placeholder 154 Negative Conditions 28 Net Premium placeholder 110 New Grid function 41, 70, 74 NewGrid() function 41, 70, 74 Next Adjustment Number function 60 Next button 98 Next Endorsement Number function 60 Next Policy Sequence Number function 59 Next Sequence Number 59 NextAdjustmentNumber() function 60 NextEndorsementNumber() function 60 NextPolicySequenceNumber() function 59 O Open Bracket operator 3 Operator 27 Operators 3, 5, 27 Or condition 28 Other 125 Output To Fields 72, 73 Outstanding Invoice Amount Currency placeholder 131 Outstanding Invoice Amount placeholder 130 Outstanding Invoice Date placeholder 131 Outstanding Invoice Due Date placeholder 131 Outstanding Invoice Number placeholder 131 Outstanding Invoice Remaining Balance Currency placeholder 132 Outstanding Invoice Remaining Balance placeholder 132 Outstanding Invoice Total Amount Currency placeholder 132 Outstanding Invoice Amount placeholder 132 Outstanding Invoice Total Remaining Balance Currency placeholder 133 Outstanding Invoice Total Remaining Balance placeholder 132 P Pad Left function 63 Pad Right function 63 PadLeft() function 63 PadRight() function 63 Parent function 68 Parent() function 68 Party Claim Number placeholder 154 Party Role placeholder 154 Payee Address placeholder 157 Payee City placeholder 158
Payee Country placeholder 158 Payee Email Address placeholder 159 Payee Fax Number placeholder 159 Payee General Purpose Field One placeholder 159 General Purpose Field Three placeholder 160 Payee General Purpose Field Two placeholder 159 Payee Name placeholder 157 Payee Phone Number placeholder 158 Postal Code placeholder 158 Payee Reference Number placeholder 157 Payee State or Province placeholder 158 Payment Amount placeholder 163 Payment Category placeholder 165 Payment Check Number placeholder 164 Payment Coverage placeholder 165 Payment Currency placeholder 159, 164 Payment Date placeholder 163 Payment Description placeholder 165 Payment Method placeholder 159 Payment Party Code placeholder 166 Payment Party Name placeholder 166 Payment Plan Installment Amount Due placeholder 121 Payment Plan Installment Commission Amount placeholder 121 Payment Plan Installment Currency placeholder 122 Payment Plan Installment Date placeholder 120 Payment Plan Installment Gross Amount placeholder 121 Payment Plan Installment Number placeholder 120 Payment Plan Installment Tax Amount placeholder 120 Payment Plan Installment Amount Due placeholder 122 Payment Plan Installment Installment Amount placeholder 122 Payment Plan Name placeholder 120 Payment Reference Number placeholder 164 Payment Status placeholder 164 Payment Type placeholder 163 Number placeholder 154 Pipe Character 17 Placeholders 7 Placeholders Within Formulas 4 Policy Created Date placeholder 93 Policy filter 57 Policy Quoted Date placeholder 93 Policy Information 93, 143 Policy Last Quoted Date placeholder 94 Policy Number 12 Policy Number placeholder 153 Policy Numbering page 59 Policy Term Billing Option placeholder 143 Policy Term Effective Date placeholder 143 Policy Term ID placeholder 143 Policy Term Payment Plan placeholder 143 Policy Term Policy Number placeholder 144 Policy Term Valid Until Date placeholder 144 Policy Transaction Effective Date placeholder 144 Policy Transaction ID placeholder 144 Policy Transaction Type placeholder 144 Policy Transaction Until Date placeholder 145 PolicyTransaction filter 58 PolicyTransactionStatus filter 58 Postal Code placeholder 157 Premium Amount by Quote Option and Premium Type placeholder 106 Premium Currency Code placeholder 109 Premium Currency Name placeholder 109 Premium Details 7, 9, 11 Premium Type List page 15 Premium Type Management page 15 Premium Type Name placeholder 108 Premium Types menu item 15 Previous button 98 Previous Term Commission Amount placeholder 119 Previous Term Information 11, 118 Previous Term Policy Number placeholder 118 Previous Term Premium Amount placeholder 118 Previous Term Premium Name by Premium Id placeholder
118 Previous Term Tax Amount by Premium placeholder 119 Previous Term Commission Amount placeholder 119 Previous Term Total Premium Amount placeholder 118 Previous Term Total Tax Amount placeholder 119 Primary Display Column field 72 Product Design menu 15 Product filter 57 Product placeholder 94 Q Information 106 R Reference 75 Reinstatement Reason placeholder 95, 96 Replace function 69 Replace() function 69 Rescission Date placeholder 95 Retrieving Premium IDs 15 Round function 62 Round() function 62 S Save & Refresh button 98 Save Payment action 162 Save To Field function 70 Save To Grid function 41, 70 SaveToField() function 70 SaveToGrid() function 41, 70 Separate Invoicing by Transaction checkbox 145 Sequential "Case" Conditions - the MapValue() function 22 Set Max function 66 Set Min function 66 SetMax() function 66 SetMin() function 66 Short Date placeholder 125 Simple Arithmetic Formulas 3 State or Province placeholder 157 Statement Closing Balance placeholder 133 Statement Information 130 Statement Amount Due placeholder 133 Statement Transaction Amount Currency placeholder 133 Statement Transaction Amount placeholder 133 Statement Transaction Date placeholder 134 Statement Transaction Due Date placeholder 134 Statement Transaction Number placeholder 134 Statement Transaction Reference placeholder 134 Statement Transaction Remaining Balance Currency placeholder 135 Statement Transaction Remaining Balance placeholder 135 Statement Transaction Total Amount Currency placeholder 135 Statement Transaction Total Amount placeholder 135 Statement Transaction Total Remaining Balance Currency placeholder 136 Statement Transaction Remaining Balance placeholder 135 Statement Transaction Type placeholder 136 Status placeholder 98 Straight Quotes 5, 7 String modifier 5 Subtract operator 3 Sum function 62 Sum() function 62 System Date 123 System Number placeholder 150, 151, 152 T Take First function 66 Take Last function 67 TakeFirst() function 66 TakeLast() function 67 Tax Amount by Quote Option, Premium Type, and Tax Type placeholder 107 Tax Amount placeholder 111 Tax Details 8, 10, 12 Tax Name placeholder 111 Term Period Dates 10 Test - Next Sequence Number field 59
Text Area control type 71 Text Area field 33 Textbox field 34 The $If() Function 18 The If/Then Conditional Structure 18 Long function 52 Short function 52 Xml function 52 TodayLong() function 52 TodayShort() function 52 TodayXml() function 52 Commission Amount function 61 Total Commission Amount placeholder 110 Total Gross Premium Amount function 60 Total Gross Premium Amount placeholder 109 Total Net Premium Amount placeholder 110 Total Online Payment Amount placeholder 145 Total Taxes Amount function 61 Total Taxes Amount placeholder 111 TotalCommissionAmount() function 61 TotalGrossPremiumAmount() function 60 TotalTaxesAmount() function 61 Tracked Fields 33 Transaction ID field 96 Transaction ID placeholder 96 Transaction Information 96 Trigger function 73 Trigger() function 73 Trim function 63 Trim() function 63 U U Case function 64 UCase() function 64 URL to Current Transaction placeholder 125 User Contains Role function 55 User Contains Security Role function 56 UserContainsRole() function 31, 55, 56 UserContainsSecurityRole() function 56 User's Browser Culture placeholder 126 V Valid Until Date placeholder 99 Value Exists function 58 ValueExists() function 58 Verifying User Security Roles 31 Void Reason Code placeholder 100 Void Reason Details placeholder 101 Void Reason Name placeholder 100 W Where function 70 function 70 Word Ribbon placeholders 78, 128, 150 Workflow 162 Working with Boolean Values 29 Y Year Month placeholder 125 Year placeholder 125 Years Between function 50 YearsBetween() function 50