Master Cover Select a master cover from those attached to the current product. If only one master cover is available, it will be selected automatically. The master cover cannot be changed once the rule has been saved. Click Save to save the rule but remain on the page, click Save & Close to save the rule and return to the Field Evaluation Rule list, or click Close to return to the Field Evaluation Rule list without saving the rule. On saving, additional panels become available to complete the rule configuration, and the Field Evaluation Rule Menu widget opens to the left of the page, allowing access to different pages of rules data and settings. The Fields lists all fields that will be evaluated for this rule. To add fields to the list, click Add. The Available Fields window opens. The list contains all available calculated fields from the workflow associated to the selected Master not including fields that are already attached to the rule. The columns can be sorted and filtered to locate the necessary fields. Click Add for each field to be included in the rule. Each field is grayed out as it is selected. Click Bulk Add to close the window and add the selected fields to the Fields list. To remove fields from the list, the boxes for all unnecessary fields and click Delete. The Triggering Conditions panel includes the conditions for when the selected fields will be evaluated. Events Select one or more events where the fields will be evaluated. Import Policy Evaluates when a bound transaction is imported from an external source, either through an integration or through the Import feature. Save on non-Bound Status Evaluates when an unbound transaction is The transaction is saved at various points, such as the user clicking Save & Refresh or Next, or when changes are made to grid data, the transaction dates, or the client. Save on Bound Status Evaluates when a bound transaction is saved. The transaction is saved at various points, such as the user clicking Save & Refresh or Next, or when changes are made to grid data.
Transaction Status Copy This column is hidden by default. Displays the status of the copied transaction. Transaction Status Details Copy This column is hidden by default. the link to open a new browser tab containing an XML-formatted list of validation errors and referrals that were triggered in the copied transaction. Sequence Number This column is hidden by default. Displays the Endorsement Number or Adjustment Number. Effective Date This column is hidden by default. Displays the original transaction’s effective date.
Confirm Cancellation action 142 Confirm Reinstatement action 142 Conjunction field 182 Constant default type 96 Constant field 23, 28 Constant Value filter 22, 27 Contains operator 181 Control Field column 125, 135 Control Field field 126, 136 Control Field Options field 126, 136 Control Type field 87, 108 Copy button 102, 112 Copy Field panel 102 Copy Management page 102 Copy Row on Adjustment field 113 Copy Row on Cancellation field 113 Copy Row on Declaration field 113 Copy Row on Endorsement field 113 Copy Row on Reinstatement 113 Copy Row on Renewal 113 Copy With Parent checkbox 112 Copying a Field 101 Correlated checkbox 77, 94 function 180 Country Code 33 Country Name field 33 Country resource 79 Country Wide Indicator Lookup web service 44 County Code 36, 37, 39 County field 36, 37, 39 CPP PMA Code field 42 CPP PMA Wording field 42 Create button 2, 63, 69, 76, 85, 106, 128, 132, 134, 140, 157, 159, 161, 165, 173, 178, 186 Create Policy checkbox 56 Created By field 4, 9, 13, 17, 21, 50, 57, 65, 71, 72, 82, 101, 129, 137, 152, 166, 175, 184, 188, 193, 215 Creating a Data Source Configuration 18 Creating a Data Table 14 Creating a Domain / Rate Table Entry 48 Creating a Field Evaluation Rule 53 Creating a New Clause 172 Creating a New Cross-Policy Data Configuration 212 Creating a New Email Template 186 Creating a New Field 85 Creating a New Integration Configuration 140 Creating a New Option List 76 Creating a New 106 Creating a New Premium Type 63 Creating a New Product 2, 7 Creating a New Risk 11 Creating a New Screen 132 Creating a New Trigger 178 Creating a New Workflow 157 Creating an Impact Assessment 217 Crime Tier field 37, 39 Cross-Policy Data Configuration page 212 Cross-Policy Data Configurations 212 Cross-Policy Data Configurations menu item 212, 215 Cross-Policy Data Configurations panel 212, 215 CRT Group field 42 Culture column 191, 194, 195 Culture field 21, 49, 192 Currency column 222 Currency resource 79 Current Screen option 180 Custom action 143 Custom Labels 24, 30 Custom resource 78 Custom Text field 150 Custom Web Service resource 78 Customer Id 45 Customer ID field 43 D Data Source Configuration Management page 18, 32 Data Source Configuration Menu widget 18, 20, 32
Field Evaluation Rules 53 Evaluation Rules page 53, 57, 58 Field Evaluation Rules panel 53, 57, 58 Field field 22, 27 filter 22, 27 Field Indexing 59 Field Indexing page 59, 61 Field Indexing panel 59, 61, 62 Field Initial Value Settings panel 98 Field List panel 179 Field management page 102 Field Management page 85, 102 option 98 Field panel 116 Selection panel 121 Fields 198 Fields menu item 85, 100, 101, 103, 104 Fields option 180 Fields 55, 85, 100, 101, 103, 104, 114, 115 Fields to Display field 127 Fields window 59, 60 File column 193, 195 File Download window 210 File Name column 51 File Upload control type 88, 110 Filter By field 22, 27 Filters panel 21, 27, 33 Fire District Name field 36, 37, 39 Fire Rate Id field 39 Fire Territory Code field 39 Fire Zone field 39 Fixed Height when checkbox 93 Fleet Code field 34 Foot Note field 41 Foot Note Lookup web service 41 Form Conditions Indicator 1 45 Form Conditions Indicator 2 field 45 Form Conditions Indicator 3 field 45 Form Conditions Indicator 4 field 45 Form Conditions Indicator 5 field 45 Form Conditions Indicator 6 field 45 Form Conditions Indicator 7 field 45 Form Conditions Indicator 8 45 Form control type 108 Formatted Address field 33 Formula default type 96 Frontend integration 145 Full Description 42 Function field 180 G General Information page 17 General Information panel 3, 8, 12, 14, 19, 49, 54, 64, 70, 77, 86, 107, 133, 141, 158, 159, 173, 174, 179, 187, 213, 218 Genoa System integration 86 Get Quote action 217 Glass Territory field 39 Greater Than operator 181 Greater Than or Equals operator 181 Grid control type 108, 115, 116 Grid field 27, 29, 31 Grid Height 112 Grid Settings panel 110 Grid source type 19 GUID 202 H Has Variances column 223 Has Variances field 221 Height field 91 Help Text field 94, 107 Hidden checkbox 96, 118, 162 Hidden 122 Hide Thousands Separator checkbox 93 Horizontal layout 92 Horizontal layout type 108 Hyperlink Field field 128
46 New Increase Limit Table Assignments For Products field 46 New Lookup Table Version window 71 New Reason Code field 46 Next button 56, 102, 143, 161, 168 Next Sequence Number field 198 None default type 96 None evaluation option 145, 146 Not Equals operator 181 Note Type resource 78 Number Of Trains field 44 O Old Prem/Ops Transition Exposure Basis field 46 Old Prods/Comp Ops Transition Exposure Basis field 46 Open option 170 Operator field 181 OptedOutOfSigning status 155 Option List 182 Option List panel 79, 80 Option List Management page 76 Option Lists 76, 198 Option Lists field 90 Option menu item 76, 80, 82 Option Lists panel 76, 81, 82 Or conjunction 182 Other Options 180 Output Field field 25, 31 Output to Fields panel 23, 28, 30 Output To Fields panel 25, 30 Overwrite Existing checkbox 201 P Package Mod Assignment field 46 Page Width size 91 Panel Behavior Override 117 Panel Behavior Override page 118 Panel Behavior Override panel 117 Panel field 134 Panel Management page 106, 117, 128, 227 window 134 Panels 198 Panels menu item 106, 129, 130 Panels panel 106, 129, 130, 134 Panels to Display 136 Parent Field field 77, 94 Parent Grid field 110 Parent Option field 80 Parent panel 12 Payload Difference column 224 Payment Pending status 120, 124 PD Code field 35 Perform field 142, 144 Perform GUID checkbox 202 Personal Building Code Effectiveness Grading field 40 Physical Damage Collision - Loss Cost field 44 Physical Damage Comprehensive - Loss Cost 44 Physical Damage Specified Cause Of Loss - Loss Cost field 44 Pl 2 Territory Code field 38, 40 Please click here to add new row 79, 160, 179 Policy Decisions integration type 141 Policy Information window 143 Policy module 191, 192, 193, 194 Policy Number column 222 Policy Numbering page 198 Policy Payload column 224 Policy Payload Copy column 224 Policy Settings page 198 Policy Settings panel 113 Policy system 158 Policy Term column 224 Policy Transaction Statuses 142, 149 Policy Transaction field 119, 142, 148 Policy Type field 36, 38, 40 Post-Action option 142, 144 Post-Integration Evaluation field 146 Post-Integration Evaluation Rule field 146
Textbox control type 26, 31, 90, 109, 128 Threshold field 151 Town Code field 37, 38, 40 Transaction Effective Date field 47 Transaction ID column 222 Transaction Indicator field 47 Transaction Premium column 108 Transaction Premium Rollup column 108 Transaction Selection panel 119, 123, 163 Transaction Status column 223 Transaction Status Copy column 223 Transaction Status Details column 223 Transaction Status Details Copy column 223 Transaction Type Code field 47 Transaction Type column 222 Transaction Type Is column 118 Transition Indicator field 47 Trigger field 57, 118, 122, 146, 149, 162 Trigger List 178, 183, 185 Trigger Management page 178, 184 Trigger Name field 179 Triggering Conditions panel 56 Triggers 199, 227 Triggers menu item 178, 182, 184 Triggers option 180 Triggers Used by this Trigger field 184 Triggers Using this Trigger field 184 Truck Tractor Trailer Code field 37 Type field 78, 158 U Underwriting Required status 120, 124, 142, 164 Universal 179 Upload Columns button 16 Uploading a New Document Template 191 Uploading Lookup Tables 69 Usage in System field 184 User-Defined Rule evaluation option 146 V Until 143 Valid Until Date field 71 Validation & Workflow Actions page 143 Value field 181 Vehicle Radius Code field 35 Vehicle Size Code field 35 Vehicle Type Code field 35 Vehicle Use Code field 35 Versions panel 70, 73, 75 Vertical layout 92 Vertical layout type 109 View Grid 112 View 107, 108, 110, 111, 113, 127 View Grids panel 127 View link 99, 128, 193, 195 Viewing an Impact Assessment 219 Viewing and Modifying a Clause 174 Viewing and Modifying a Cross-Policy Data Configuration 215 Viewing and Modifying a Data Source Configuration 32 Viewing and Modifying a Data Table 17 Viewing and Modifying a Document Template 193 Viewing and Modifying a Domain / Rate Table Entry 50 Viewing and Modifying a Field 100 Viewing and Modifying a Field Evaluation Rule 57 Viewing and Modifying a Panel 129 Viewing and Modifying a Premium Type 64 Viewing and Modifying a Product 3, 9 Viewing and Modifying a Risk 13 Viewing and Modifying a Screen 137 Viewing and Modifying a Trigger 182 Viewing and Modifying a Workflow 166 Viewing and Modifying an Email Template 188 Viewing and Modifying an Integration Configuration 152 Viewing and Modifying an Option List 80 Viewing and Modifying Lookup Tables and Versions 73 Void Reason resource 78