Managing Fields Individual fields are one of the most basic components of the workflow, each one capturing an element of the submission or claim information. Creating a New Field In the main menu, select Product Design, then select Workflow Configurations, then Fields. A list of all available fields is displayed. Some columns have been hidden. Tip: By default, only Active fields are displayed. Clear the filter in the Status column to view all fields. Create. The Field Management page opens. Complete the necessary information. Fields marked with a red asterisk * are required. Name Enter the name of the field. This is the internal name, used to select this field when connecting it to other elements of the form. This name does not appear on the form itself. Code This is an internal reference name which is generated by the system when the field is saved. External Code This field is used for integration between Bridge and external systems. For integration with the Genoa system, this code should match the Client Code field in the related custom field (EDF) in Genoa. The code should not include spaces. Any spaces are removed when the field is saved. In addition, special characters other than underscore ( _ ) should be avoided. Control Type Select the type of field. Checkbox A single checkbox, that can be checked or unchecked.
E-Signature This integration type defines a document that will be generated by the system and then submitted to a digital signature service. The user digitally signs the document, which is then attached to the transaction. Compliance Scan This integration type collects data from the transaction and submits the data to be compared to one or more international watch lists of restricted people and places. If any part of the data matches a restriction in a list, equaling or exceeding a specified threshold, the integration returns that the transaction is not compliant. Endpoint Code Enter the Endpoint Code for the external system. This is provided by your Oceanwide Representative. This field will not be displayed if it is not necessary for the selected integration type. Action Select the type of action to initiate the integration configuration. This may be a direct action by the user, or an indirect action resulting from other activities. The configuration conditions are evaluated to determine if the integration is performed, and how it will be handled. Bind The configuration will activate when the user attempts to bind a transaction with the Bind, Confirm Cancellation, or Confirm Reinstatement actions. Calculate Quote The configuration will activate when the system performs a calculation. This can be activated by the user, triggered by navigating through a workflow, or automated processes such as the optional quote calculation after automatic renewal. Mark as Lost The configuration will activate when a is marked as lost, either by manual action on the part of the user, or the timed expiry of the quote. Request The configuration will activate when the user clicks the Request Quote action from a transaction in Underwriting Required status, sending the transaction into Referred status. Note that some users, commonly underwriters, will bypass Underwriting Required status and go directly to Referred status. This integration will not activate in those circumstances. Save The configuration will activate with the following save events. Clicking Save & Refresh or Next in the policy workflow, except when the screen is complete and no changes have been made within the screen. Activating the Calculate Quote process, either manually or automatically. Clicking Select Quote in the Quote Summary window for a multi-quote workflow.
Count Used for fields within a table, this counts the number of records in the table. The contents of the records have no effect. Days From Current This function compares the selected date field against the current system date, and returns the number of days difference. Months From Current This function compares the selected date field against the current system date, and returns the number of months difference. Years From Current This function compares the selected date field against the current system date, and returns the number of years difference. Scan - [List Name] This is a special feature that checks the selected for compliance with one of a series of sanction or watch lists. This feature provides a number from 0 to 100, with 100 meaning an exact match against a restricted person, place, or company. That resulting number is compared to the Value to determine if the condition is met. A separate condition must be created for each different list to be scanned. The Operator determines how the field or function result is compared to the condition value. Equals The field or function result must match the condition value exactly. Not Equals The field or function result must be different from the condition value. Greater Than For numeric or date fields, the field or function result must be greater than the condition value. Greater Than or Equals For numeric or date fields, the field or function result must be greater than or equal to the condition value. Less Than For numeric or date fields, the or function result must be less than the condition value. Less Than or Equals For numeric or date fields, the field or function result must be less than or equal to the condition value. Contains For text fields, the full text of the condition value must be included anywhere in the field. Does Not Contain For text fields, the full text of the condition value must not be included anywhere in the field.
Download link 56 Download Word Ribbon 177 Download Word Ribbon panel 178 Drop Down control type 24, 70, 88 E Edit Field window 93 Edit Fields window 92 Effective Date 53, 115 Effective Date column 56, 58 Effective Date field 31, 54 E-mail Body field 156 Email Subject field 156 E-mail Template List panel 155, 157, 158 E-mail Templates 172 Templates menu item 155, 157, 158 E-mail Templates page 155 Emphasize Action checkbox 117 Emphasize Actions checkboxes 107 Enable Data Import checkbox 90 Enable Filtering checkbox 90 Endorsement transaction type 96, 99, 132 Endpoint Code field 114 Equals operator 150 E-Signature integration type 114, 116 Evaluate Calculated Fields For New Rows checkbox 90 Events checkboxes 39 Existing Resource type 61 Export / Import 169 Export / Import menu item 169, 172, 175, 176, 177 Export button 170 Export Documents and Triggers Modified as of 170 Export Lookup Tables button 176 Export Lookup Tables field 176 Export Lookup Tables panel 175, 176 Export Product panel 170 Exporting Lookup Tables 175 Exporting Products 169 External Code field 69, 86, 166 External Service option 116 F Field Assignments panel 102 Behavior Override 97 Field Behavior Override page 98 Field Behavior Override panel 98 Field Evaluation Rule Management page 36, 40, 41 Field Evaluation Rule Menu widget 36, 37, 40, 41 Field Evaluation Rule page 36 Field Evaluation Rules 36 Field Evaluation Rules page 36, 39, 40 Field Evaluation Rules panel 36, 40 Field field 21 Field filter 21 Field Indexing 42 Field Indexing page 42, 44 Field Indexing panel 42, 44, 45 Field Initial Value Settings panel 79 List panel 148 management page 83 Field Management page 68 Field Management panel 69 option 79 panel 93 Field Selection panel 98 Fields 171 Fields menu item 68, 81, 82, 83 Fields option 149 Fields panel 38, 68, 81, 82, 84, 91, 92, 93 Fields window 42, 43 File column 167, 168 File Download window 178 File Name column 35 File Upload control type 70, 88 Filter By field 21 Filters 20 Fixed Height when checkbox 75 Form control type 87
Format field 166 Frontend integration level 117 Function field 149 G General Information page 17 General Information 3, 8, 12, 14, 19, 28, 31, 34, 37, 47, 53, 60, 86, 107, 114, 127, 128, 142, 143, 148, 156, 161, 181 Greater Than operator 150 Greater Than or Equals operator 150 Grid control type 87, 93 Grid Height field 90 Grid Settings panel 89 GUID 174 1 H Height field 73 Help Text field 76, 86 Hidden checkbox 77, 95, 131 Hidden field 99 Hide Thousands Separator checkbox 75 Horizontal layout 74 Horizontal layout type 87 I Icon Options field 120 Import button 34, 80 Import Content button 80 Import Content page 80 Import Log 173, 175, 177 Import Lookup Tables button 177 Import Lookup Tables panel 176, 177 Import Policy checkbox 39 Import Product button 174 Import Product panel 173 Import Rich Text Content panel 80 Import Workflow button 174 Imported File Name field 34 Importing Lookup Tables 176 Importing Products 172 Inactive status 170 Include Exclude List control type 24, 71, 88 Include Exclude List field 63 Include Universal Triggers checkbox 170 Included Fields panel 92, 93 Incomplete status 96, 100, 117, 133 Indication Provided status 97, 100 Initial Value On Adjustment field 79 Initial On Cancellation field 79 Initial Value On Copy field 79 Initial On Declaration field 79 Initial Value On Endorsement field 79 Initial Value On Reinstatement field 79 Initial On Renewal field 79 Insurers page 171 Integration Configuration column 137 Integration Configuration field 134 Integration Configuration Management page 113 Integration Configuration Settings window 137 Integration Configurations 113 Integration Configurations menu item 113, 123, 124 Integration Configurations panel 113, 123, 124, 134 Integration Configurations window 134 Integration Level field 117 Integration Setup panel 114 Integration Specifications panel 116 Integration Type 114 Introduction 1 K Keep Distributor Association checkbox 173 Key Column 22 Key Columns field 16 L Label column 128, 136 control type 24, 71 Label field 23, 62, 107, 128 Label Text field 76, 86, 116 Labels and Help Text panel 76