Document tags

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See the NOVUS Walkthrough Guide for general information about the system.


Tag fields for documents

When a document is created using the QUOTED, SLIP, PROFSCHED, POLISSUE or COV programs, a file is created by the system. The resulting file (e.g. profsched-header.xml) is stored on the P: drive in the system. These files supplement document-specific XML tags whch are displayed as numbered 'f' (field) codes in the relevant document. See CLOSE documents, COVER documents, DEBIT documents, ENDORSE documents, POLISSUE documents, Profsched documents, Quote documents, RISKEND documents, SLIP documents, and STATEMENT documents for a complete list of f numbers in use.

The tag is added to the template document (often named 'dummy') by adding the appropriate <#tag_name#> from the table below. When the specific document is produced by Microsoft Word, the <#tag_name#> will be replaced by specific text for the quote.

The tags below must be in the case shown in the table below. For example 'polnum' must be entered as 'polnum', not 'POLNUM' or 'Polnum'.

Note that the tags below can vary depending on the risk specific details type. For example, 'PA' may be different to 'PR'. Please check the file on the P drive for the current output.

NB: Cells left blank in the following tables have no corresponding tags and therefore will not be included in the resulting document.


Generic tags

These tags are generic


Field name Meaning Generic notes and relevant fields
Address for the property (PROFSCHED) address_#
Address 2 insured_cn_title
Admin Fee admin_fee, total_fees
Any other perils deductible for the property (PROFSCHED) aop_deduct_#
Any other perils percentatge for the property (PROFSCHED) aop_pc_#
Binder number ba_polnum risk_head.bapolnum for quote
Binder year ba_year risk_head.bayear for quote
Broker address broker_address
Broker name broker_name
Broker number broker_no
Broker State broker_state
Built (PROFSCHED) built_# The built year for the property
Claims address claims_address
Claims email address claims_email
Claims Name claims_full_name
Claims Phone No. claims_phone
Claims Short Name claims_name
Client Commission (PROFSCHED) <#agent_discount#> Contains commission discount for client
Client Commission % default_client_comm_pc
Comments Description for a Section comments_X
Construction type of the property (PROFSCHED) construction_#
Currency cur_code
Current Date current_date Contains today's date to show when the document was created.
Default Order % default_order_percent
Earthquake Deductible (PROFSCHED) quake_deduct_# Earthquake deductible for the property
Earthquake Percentage (PROFSCHED) quake_pc_# Earthquake percentage for the property
Email address clm_email
Employee Reference Number assured_ERN
Entered By (PROFSCHED) <#account_handler#> Name of person entering data
Estimated Premium for a Section est_prem_X
Estimated Premium including tax for a Section est_prem_incl_tax_X
Expiring Policy Number (PROFSCHED) <#expiring_policy_no#> Where a record has been renewed, the expiring policy number
FCA Class insured_fca_classification
FCA Number insured_fca_no
FAO insured_fao
Firm order date (PROFSCHED) firm_order_date risk_head.firm_order_date
Flood (PROFSCHED) Flood Yes if there is any flood deductible amount for the property, No if no flood deductible amount
Flood Deductible (PROFSCHED) flood_deduct_# Flood deductible for the property
Flood Percentage (PROFSCHED) flood_pc_# Flood percentage for the property
Frequency Description acc_freq risk_head.tty_acc_freq as follows:

M - Monthly, A - Annually, H - Half-yearly, Q - Quarterly, otherwise Unknown

From Date fdate_X
Insurer Commission (PROFSCHED) <#overall_comm#> Contains commission amount for insurer
Limit Description for a Section limitdescsect_X
Limit Description for a Section (PROFSCHED) and others limitdesc_X
List of clause mnemonic and description clauses_description clauseGroupStr - concatenate for all clause records

if net_used_clauses = 'Y' (novus_title.net_used where status = 'C' and selection = 'RCLAUSE') risk_clause.clause_name clause_v2.description otherwise clause.clause clause.details

List of half of the clause mnemonics and descriptions so that clauses can be shown in a column clauses_description_col1 clauseGroupStrCol1 - concatenate for all odd numbered clause records (ie 1,3,5 etc)

if net_used_clauses = 'Y' risk_clause.clause_name clause_v2.description otherwise clause.clause clause.details

List of half of the clause mnemonics and descriptions so that clauses can be shown in a column (PROFSCHED) clauses_description_col2 clauseGroupStrCol2 - concatenate for all even numbered clause records (ie 2, 4, 6 etc)

if net_used_clauses = 'Y' risk_clause.clause_name clause_v2.description otherwise clause.clause clause.details

Location Description location_name
Market Commission market_comm
Markets (PROFSCHED) <#markets#> Insurers, references, signed lines
Master policy number (PROFSCHED) lineslip
Master policy number risk_head.mapolnum year_param 2 digits
Navigational Limits nav_limits
Occupancy Description occupancy_name
Occupancy type of the property (PROFSCHED) occupancy_#
Partner Code insured_code
Period Description for a Section description_X
Policy excess risk_head.pol_excess
Policy limit pol_limit risk_head.pol_limit
Policy Number polnum
Policy Year year
Premium prem_labl_
PROFSCHED Date <#profsched_date#> Contains date to show when the document was created.
Producer producer producer who.name where who.log_on = risk_head.producer
Protection class code of the property (PROFSCHED) pc_#
Quake (PROFSCHED) quake Yes if there is any earthquake deductible amount for the property, No if no earthquake deductible amount
Rate for a Section rate_X
Renewable Date renewable_date if risk_head.renewable = 'Y' or null

risk_head.tdate + 1 otherwise 'N/A'

Ref Policy number ref_polnum
Roof information of the property (PROFSCHED) roof_#
Section section_letter_X
Section Title for a Section section_X
Section Type description section_verbose_X
Sector Description sector
Square footage of the property (PROFSCHED) sq_#
Square footage of the property by Section (PROFSCHED) sqcalc_#_X
State Description state_name, ins_state codes.description (where gid = 57, code = address.state_code and stcode3 = address.country_code for sec = risk_head.ass_code
Sums insured for a Section SI_X
Sums insured for a property (PROFSCHED) SIProp_#
Sums insured percentage for a property by section (PROFSCHED) SIProp_#_X
Sums insured rate premium details_col_header_X
Sums insured rate premium column 3 details_col_header2_X Index Name Occupancy Construction Year Built No of storeys Area sq ft Address
Sums insured rate premium column 2 details_col_header3_X Sum insured to/wageroll/cv rate
Taxes/Fees Description tax_desc
Tax Amount tax_amount_X
Tax Code tax_code
Tax Rate tax_rate
Terror Deductible (PROFSCHED) terror_deduct_# Terrorims deductible for the property
Technician technician who.name where who.log_on = risk_head.technician
Telephone insured_phone
To Date tdate_X
To Date plus 1 tdate_plus_one_X
Two-digit policy year (PROFSCHED) year2dig
Total Premium total_prem
Total Premium and Taxes total_prem_taxes
Total Premium, Taxes, and Admin Fee total_prem_taxes_fees
Total Sum Insured total_si
Total Tax Amount total_taxes
Trading As trading_as_client
Trading As Assured trading_as_assured
Trading As Insured trading_as_insured
UMR umr risk_head.umr
Updated (PROFSCHED) updated_# The year the property was updated
US Class US_class
Wind (PROFSCHED) wind Yes if there is any wind deductible amount for the property, No if no wind deductible amount
Wind deductible for the property (PROFSCHED) wind_deduct_#


RCLAUSE Clauses Tags

Tags based on clauses attached to the policy from RCLAUSE


Field name Tag Notes and relevant fields
Clause ClausesX Clause label column heading. This is the list of clauses for a specific group where X is the group

Add to policy clauses.PNG

Clause Description clauses_description Clause label column heading. Displays the list of all of the clauses, shortcodes and descriptions, attached to the policy

Add to policy clauses.PNG

Clause Description (Add to Policy column) clauses_description_col1 List of half of the clause mnemonics and descriptions so that clauses can be shown in a column. This is the same as the clauses_description tag but is broken down into two columns

Add to policy clauses.PNG

Clause Description (Remove from Policy column) clauses_description_col2 List of half of the clause mnemonics and descriptions so that clauses can be shown in a column. This is the same as the clauses_description tag but is broken down into two columns

Remove from policy clauses.PNG

Default

Add to policy clauses.PNG

Group Code clausegrpX Clause group code. List of clauses, the description only, for a specific group where X is the group

Add to policy clauses.PNG

Clause group description clausegrpdescX The list of clauses, shortcode and description, for a specific group where X is the group


Risk Details tabs

Field name Tag Notes and relevant fields
Details details_col_header#_2 The header for the second details column
Details details_col_header#_3 The header for the third details column
Details details_col_header_X The header for the details column
Estimated premium for a property including the tax est_prem_incl_tax_# Replace # with the property number
Estimated premium for a section including the tax est_prem_incl_tax_X The estimated premium, including tax, for the section.
Gives location name and risk items applicable to location Location_details_X The location name and the risk items applicable to it.
Premium label prem_labl_X Contains the word premium for a title
The details of the property/properties being insured property_details

f45 Quote documents

The details of all property being insured.
The insured, followed by section title, risk item, DV (if applicable) and SI property_risk_items -
Risk item sums insured, rate name and premium risk_items Contains the risk item name, the sums insured, the rate name and the premium for the risk items.
Sums insured for the property SIProp_#

f56 SLIP documents

Contains the sums insured for the property.
Sums insured percentage for the property by section SIProp_#_X Contains the sums insured percentage for the property, sorted by section.
Tax to pay for a property tax_amount_# Replace # with the property number
Tax to pay for a section tax_amount_X Contains the amount of tax to be paid for the section.
Total Tax total_tax The total estimated tax for the policy, based on the estimated premium and the default tax rate


Risk Details Address tab

Field name Tag Notes and relevant fields
Address for the property address_#

f54 SLIP documents

The address of the property from the address tab where # is replaced with the property number

Risk Details screens.PNG

City / Town <#r_city_1#> (<#r_city_2#>, <#r_city_3#> etc.

Risk Details screens.PNG

County county_# County of the property. Replace # with the property number

Risk Details screens.PNG

County county_# County of property - only for risk details type of P or M. risk_details_head.risknum codes.description (address.county_code = codes.code and codes.gid = 55 and codes.stcode3 = address.state_code)

Risk Details screens.PNG

Country

Risk Details screens.PNG

Cresta Zone f45 SLIP documents

Risk Details screens.PNG

Lat/Long North, South, East, West geographic coordinates of a point on the earth's surface

Risk Details screens.PNG

State f74 Quote documents

Risk Details screens.PNG

Street name

Risk Details screens.PNG

Street number

Risk Details screens.PNG

Zip code

Risk Details screens.PNG


Risk Details Deductibles tab

These tags are available for risk details based on the deductibles tab


Field name Tag Notes and relevant fields
Any other perils deductible for the property aop_deduct_# The any other perils deductible of the property from the address tab where # is replaced with the property number
Any other perils percentage for the property aop_pc_# Replace # with the property number, risk details property only
Deductibles per property Deductibles_# Deductibles per property
Deductibles per policy DeductibleDetails Deductibles per policy.
The excesses for the policy Excesses Contains the deductible amount for peril codes EQ, FL or OP

Risk details deductibles tab codes.PNG

Flood Flood Yes if there is any flood deductible amount for the first property, No if no flood deductible amount. Risk details property only
Flood deductible for the property flood_deduct_# Replace # with the property number, risk details property only
Flood percentage for the property flood_pc_# Replace # with the property number, risk details property only
Quake Quake Yes if there is any earthquake deductible amount for the first property, No if no earthquake deductible amount. Risk details property only
Earthquake deductible for the property quake_deduct_# Replace # with the property number, risk details property only
Earthquake percentage for the property quake_pc_# Replace # with the property number, risk details property only
Terrorism deductible for the property terror_deduct_# Replace # with the property number, risk details property only
Terrorism percentage for the property terror_pc_# Replace # with the property number, risk details property only
Terrorism extended Terrorism_ext_# Contains the more detailed answer as to whether the property is insured against terrorism.
Wind wind Yes if there is any wind deductible amount for the first property, No if no wind deductible amount. Risk details property only
Wind deductible for the property wind_deduct_# Replace # with the property number, risk details property only
Wind percentage for the property wind_pc_# Replace # with the property number, risk details property only


Risk Details Information tab

Field name Tag Notes and relevant fields
Active War (Accident and Health, bloodstock, yacht)

Risk details Yacht information screen.PNG

Agreement Name (Forestry)

Risk details Forestry information screen.PNG

Area (Forestry)

Risk details Forestry information screen.PNG

Area Unit (Forestry)

Risk details Forestry information screen.PNG

Build Year (Direct Yacht) v_name_# Year Built Risk details Information construction screen DY.png
Built (Property) v_name_# Date Built - only for risk details type of P or M risk_details_head.risknum property.year_built Risk details Information main screen PR.png
Business Description (Direct Yacht) business_desc_# Business Description - only for risk details type of P or M. risk_details_head.risknum property.occupancy_narrative
Call Sign (Direct Yacht) call_sign_# Risk details Information main screen DY.png
Cladding Description (Property, Property US)

Risk details information screen.PNG

Claims tab rd_claim_notes_prop, rdclaimsnotes Contains the risk details notes and the name of the insured item/property. This information comes from the claims notes tab under the "information" section where # is replaced by the property number. Created for each risk_details_head/property record for the policy.

Risk details Claims tab.PNG

Co-insurance coinsurance_# The co-insurance value as configured in the CODES program. Contains the co-insurance value from the risk details of the policy/quote.

Risk details information screen.PNG

Co-insurance coinsurance_# The co-insurance value as configured in the CODES program. Contains the co-insurance value from the risk details of the policy/quote. Only for risk details type of P or M. risk_details_head.risknum codes.description (property.construction_code = codes.code and codes.gid = 66

Risk details Information main screen PR.png

Completion Date (Building Warranties)

Risk details Building Warranties information screen.PNG

Cosmetics (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

Construction construction_# -

Risk details Construction tab.PNG

Construction(Property, Property US) construction_# Construction - only for risk details type of P or M. risk_details_head.risknum codes.description (property.construction_code = codes.code and codes.gid = 66

Risk details Information main construction screen PR.png

Contract Description (Building Warranties)

Risk details Building Warranties information screen.PNG

Contract Duration (mo.) (Building Warranties)

Risk details Building Warranties information screen.PNG

Contract Price (Building Warranties)

Risk details Building Warranties information screen.PNG

Contractor Name (Building Warranties)

Risk details Building Warranties information screen.PNG

Crew (Direct Yacht) Information, additional info tab v_crew_#

Risk details Information additional info screen DY.png

Deadweight tonnage (Direct Yacht) dwt_# Risk details Information main screen DY.png
DOT Number (Commercial Motor)

Risk details motor information screen.PNG

DV (Property, Property US) DVProp_# For multiple risk_details by property. Only present when proptype = 1 (app_config.config where selection='RISKDETA' and config_type='STYLE') by property and section. risk_details.risknum risk_details.dv
DWT (Marine, [[|RISKDETFL|Financial Lines]]) Deadweight

Risk details Financial Lines information screen.PNG

Employees involved (Project, Building Warranties)

Risk details Project information screen.PNG

ERB Start Date (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

ERB End Date (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

ERN (Commercial Motor, Liability)

Risk details motor information screen.PNG

ERN ern_# RISKDETLI only Risk details Information main screen LI.png
Estimated premium for a property (Property, Property US) est_prem_incl_tax_# Premium including tax amount for multiple risk_details by property. risk_details.risknum risk_details.amount + (risk_details.amount * (tax_rate / 100))

Risk details Information main screen PR.png

Estimated premium for a property (Property, Property US) est_prem_# The estimated premium for a property and section. risk_details.risknum risk_details.est_prem

Risk details information screen.PNG

Estimated premium for a property and section est_prem_#_X The estimated premium for a property and section.

Risk details information screen.PNG

Fact Finder Date (Liability)

Risk details Liability information screen.PNG

Fact Finder Date fact_finder_date_# RISKDETLI only Risk details Information main screen LI.png
Fire Plan (Forestry)

Risk details Forestry information screen.PNG

GRT (Marine, [[|RISKDETFL|Financial Lines]]) Gross Registered Tonnage

Risk details Financial Lines information screen.PNG

Founded (Project, Commercial Motor, Liability)

Risk details Project information screen.PNG

Hull Type (Direct Yacht) Information, Construction tab h_type_# <#h_type_1#> (<#h_type_2#>, <#h_type_3#>

Risk details Information construction screen DY.png

Local Registration Authority (Direct Yacht) Information, additional info tab h_lra_# <#lra_1#> (<#lra_2#>, <#lra_3#> etc.)

Risk details Information additional info screen DY.png

LTA Date (Liability)

Risk details Liability information screen.PNG

LTA Date LTA_date_# RISKDETLI only Risk details Information main screen LI.png
Indemnity Period

Risk details information screen.PNG

Indemnity Period (Property, Property US) indemnity_# Indemnity Period - only for risk details type of P or M. risk_details_head.risknum property.indemnity_period

Risk details information screen.PNG

Insurable Interest (or vessel) name <#v_name_1#> (<#v_name_2#>, <#v_name_3#> etc.

Risk details Information main screen AH.png

Insured item number ins_risk_items_# # insured item number in list, details of insured item. risk_details.item_id6 codes.description (where code = risk_details.item_id2 and gid = 99) codes.description (where code = risk_details.item_id23 and gid = 95) risk_details.item_id4 codes.description (where code = risk_details.item_id24 and gid = 98) risk_details.insured_from risk_details.insured_to
Location Details 2 (Property, Property US) location_details_2_# # is section. For each section, risk number, property, occupancy, construction, year built, storeys, area, item description, address, sum insured, amount, rate. risk.section risk_details.risknum property.name codes.description (code = property.occupany_code and gid = 67) codes.description (code = property.construction_code and gid = 66) property.year_built property.number_of_storeys property.square_footage address.street_number address.street_name, address.city, address.postal_code, risk_details.item_id7 risk_details.si risk_details.amount risk_details.rate
Location Details 3 (Property, Property US) location_details_3_# # is section. For each section, property, item description, sum insured, amount.

risk.section property.name risk_details.item_id7 risk_details.si risk_details.amount

Location Details DV (Property, Property US) location_details_dv_# # is section. For each section if proptype = 1 address, occupancy, dv, sums insured. if proptype = 0 rate. Amount.

risk.section address.street_number address.street_name, address.city, address.postal_code codes.description (code = property.occupany_code and gid = 67) risk_details.dv risk_details.si risk_details.rate risk_details.amount

Location Details indemnity (Property, Property US) location_details_indemnity_# # is section. For each section if proptype = 1 address. Sums Insured. if proptype = 1 indemnity period. Amount.

risk.section address.street_number address.street_name, address.city, address.postal_code. risk_details.si. property.indemnity_period. Risk_details.amount.

Location Details number (Property, Property US) location_details_# # is section. For each section, if proptype = 0 property, if = 1 address. Sums Insured, amount.

risk.section then property.name or address.street_number address.street_name, address.city, address.postal_code. risk_details.si risk_details.amount

Main Species (Forestry)

Risk details Forestry information screen.PNG

MMSI Number (Marine, [[|RISKDETFL|Financial Lines]])

Risk details Financial Lines information screen.PNG

NBC (Accident and Health, Bloodstock, Yacht)

Risk details Yacht information screen.PNG

No. Buildings (Property, Property US)

Risk details information screen.PNG

No. of Births (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

No. of Employees (Project, Building Warranties)

Risk details Project information screen.PNG

No. of Units (Commercial Motor)

Risk details motor information screen.PNG

No. of Vehicles used (Project)

Risk details Project information screen.PNG

No. Storeys (Property, Property US)

Risk details information screen.PNG

Notes tab rd_notes_prop, rdnotes Contains the risk details notes and the name of the insured item/property. This information comes from the "notes" tab under the "information" section where # is replaced by the property number. Held for each risk_details_head/property record for the policy

Risk details Notes tab.PNG

Notes tab (Direct Yacht) Information, Notes v_notes_# <#v_notes_1#> (<#v_notes_2#>, <#v_notes_3#> etc. Contains the risk details notes and the name of the insured item. This information comes from the "notes" tab under the "information" section.

Risk details notes screen DY.png

Number of part time workers (Accident and Health) Information, Main <#part_time_workers_1#> (<#part_time_workers_2#>, <#part_time_workers_3#> etc. Risk details Information main screen AH.png
Number of permanent workers (Accident and Health) Information, Main <#permanent_workers_1#> (<#permanent_workers_2#>, <#permanent_workers_3#> etc.

Risk details Information main screen AH.png

Obstetrics (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

Occupancy Tab (Property, Property US) occupancy_# Contains the details of the type of occupancy of the property.

Risk details Occupancy tab.PNG

Occupancy (Property, Property US) occupancy_# Contains the details of the type of occupancy of the property. Only for risk details type of P or M. risk_details_head.risknum codes.description (property.occupancy_code = codes.code and codes.gid = 67

Risk details Information main occupancy screen PR.png

Official Number (Direct Yacht) official_n_# RISKDETDY.PNG
Patient Population (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

 % Indemnified (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

 % of Private Work (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

 % of Public Work (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

Planted from (Forestry)

Risk details Forestry information screen.PNG

Planted to (Forestry)

Risk details Forestry information screen.PNG

Project Description (Project)

Risk details Project information screen.PNG

Proposal Date (Liability)

Risk details Liability information screen.PNG

Property Addresses address_# Property name and address - only for risk details type of P or M. risk_details_head.risknum property.name address.street_number address.street_name address.city address.postal_code
Property Details (Property) property.name (for each record on risk_details_head) address.street_number address.street_name address.city address.postal_code For risk dets P - Property details (for multiple properties and multiple deductibles per property)
Property excesses excesses property.name (for each record on risk_details_head) deductible.amount for each deductible for the property (only show amount if the peril code = EQ/FL/OP).
Proposal Date proposal_date_# RISKDETLI only Risk details Information main screen LI.png
Proposal Form Date(Medical Malpractice)

Risk details Medical malpractice information screen.PNG

Practice (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

Protection Class pc_# Protection class code of the property.

Risk details information screen.PNG

Protection Class pc_# Protection class code of the property - only for risk details type of P or M. risk_details_head.risknum property.protection_class_code

Risk details Information main screen PR.png

Radius (Mi) (Commercial Motor)

Risk details motor information screen.PNG

Reinstatements (Project, Building Warranties)

Risk details Project information screen.PNG

Retroactive Date (Property, Property US) retro_date_# Retroactive Date - only for risk details type of P or M. risk_details_head.risknum If policy type = 'MM' then property.proposal otherwise property.year_built

Risk details Medical malpractice information screen.PNG

Retroactive Start Date (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

Retro Date (Liability)

Risk details Liability information screen.PNG

Retro Date retro_date_# RISKDETLI only Risk details Information main screen LI.png
Revenue (Cyber)

Risk details Cyber information screen.PNG

Risk Locations risk_details_head.risknum property.name address.street_number address.street_name address.address_3 address.city address.postal_code Property details (for multiple properties and multiple deductibles per property)
Risk Items (Property, Property US) risk_items when risk details type = MC amalgamate details of the insured item for all record on risk_details for policy otherwise amalgamate risk info up to 4000 characters (if greater than this stop amalgamating and put '...more' at the end. risk details type = MC then risk_details.item_id6 codes.description (where code = risk_details.item_id2 and gid = 99) codes.description (where code = risk_details.item_id23 and gid = 95) risk_details.item_id4 codes.description (where code = risk_details.item_id24 and gid = 98) risk_details.insured_from risk_details.insured_to

otherwise risk details type not = MC risk_details.item_id7 risk_details.si risk_details.rate risk_details.amount if net used = N then also append risk_details.acord_aop_ded_amt risk_details.acord_ws_ded_pct '%' risk_details.acord_flood_ded_amt

Roof (Property, Property US) roof_# Contains the information about the roof of the property. Only for risk details type of P or M. risk_details_head.risknum property.roof_description

Risk details information screen.PNG

Roof Shape (Property, Property US) roof_# Contains the information about the roof of the property.

Risk details information screen.PNG

Scheme / Sub Binder (Building Warranties)

Risk details Building Warranties information screen.PNG

Soft Storey (Property, Property US)

Risk details information screen.PNG

Sprinklers (Property, Property US)

Risk details information screen.PNG

Sub Contract Duration (mo.)(Project)

Risk details Project information screen.PNG

Sub Contract Value (Project)

Risk details Project information screen.PNG

Sub Contractor Role (Project)

Risk details Project information screen.PNG

Sums Insured (Property, Property US) SIProp_# Sums Insured for multiple risk_details by property and section. risk_details.risknum risk_details.si

Risk details Information main screen PR.png

Square footage (Property, Property US) sq_# Square footage of the property.

Risk details information screen.PNG

Square footage (Property, Property US) sq_# Square footage of the property - only for risk details type of P or M. risk_details_head.risknum property.square_footage

Risk details Information main screen PR.png

Tax Amount (Property, Property US) tax_amount_# Tax Amount for multiple risk_details by property. risk_details.risknum risk_details.amount * (tax_rate / 100) (tax_rate is risk_head.tax_rate)
Teaching Facilities (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

Tele-Health (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

Terrorism (Accident and Health, Bloodstock, Property, Property US, Yacht) Terrorism_# Contains the short answer as to whether the property is insured against terrorism.

Risk details information screen.PNG

Terrorism terrorism Yes if there is any terrorism amount for the first property, No if no terrorism deductible amount. Risk details property only Risk details Information main screen PA.png
Thinned in 4 yrs (Forestry)

Risk details Forestry information screen.PNG

Trading Name (Commercial Motor, Liability)

Risk details motor information screen.PNG

Trading Since (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

Total premium

Risk details information screen.PNG

Total SI Current

Risk details information screen.PNG

TRG (Marine, [[|RISKDETFL|Financial Lines]])

Risk details Financial Lines information screen.PNG

Turnover (Commercial Motor)

Risk details motor information screen.PNG

Unscheduled Care (Medical Malpractice)

Risk details Medical malpractice information screen.PNG

Upgraded (Property, Property US) updated_# The year the property was updated.

Risk details information screen.PNG

Updated (Property, Property US) updated_# Last updated - only for risk details type of P or M. risk_details_head.risknum property.year_last_updated

Risk details Information main screen PR.png

Vessel Beam (Direct Yacht), Information, Construction tab v_beam_#

Risk details Information construction screen DY.png

Vessel Class (Marine, [[|RISKDETFL|Financial Lines]])

Risk details Financial Lines information screen.PNG

Vessel Draught (Direct Yacht), Information, Construction tab draught_#

Risk details Information construction screen DY.png

Vessel Engine (Direct Yacht), Information, Construction tab v_engine_#

Risk details Information construction screen DY.png

Vessel Flag (Marine, [[|RISKDETFL|Financial Lines]])

Risk details Financial Lines information screen.PNG

Vessel Flag (Direct Yacht) v_flag_# Risk details Information main screen DY.png
Vessel Length (Direct Yacht), Information, Construction tab v_length_#

Risk details Information construction screen DY.png

Vessel Manufacturer (Direct Yacht), Information, Construction tab h_manufacturer_#<#v_manufacturer_1#> (<#v_manufacturer_2#>, <#v_manufacturer_3#> etc.

Risk details Information construction screen DY.png

Vessel Maximum Speed (Direct Yacht) v_max_speed_# Risk details Information main screen DY.png
Vessel Name (Direct Yacht) v_name_# RISKDETDY.PNG
Vessel Type (Marine, [[|RISKDETFL|Financial Lines]])

Risk details Financial Lines information screen.PNG

Vessel Type (Direct Yacht) v_type_# Risk details Information main screen DY.png
Vessel Usage ([[Direct Yacht), Information, Additional Info tab v_usage_# (<#v_usage_1#> ,<#v_usage_2#>, <#v_usage_3#> etc.

Risk details Information additional info screen DY.png

Wageroll Amount (Accident and Health), Information, Main tab <#wageroll_1#> (<#wageroll_2#>, <#wageroll_3#> etc.

Risk details Information main screen AH.png

Year Built (Property, Marine, [[|RISKDETFL|Financial Lines]]) built_# The year that the property was built

Risk details information screen.PNG






Risk Details Liability tab

These tags are available for risk details liability in addition to the fields listed above for RISKDETLI risk details and deductibles


Field name Tag Liability notes and relevant fields
Gives risk items applicable to location location_details_LI_X -Contains specific information on Risk Items for the property.
indemnity_# RISKDETLI only
business_desc_# RISKDETLI only


Risk Details Property tab

These tags are available for risk details property in addition to the fields listed above for Generic risk details and deductibles


Field name Tag Property Notes and relevant fields
Declared value for the property DVProp_#_X Contains the declared value of the property.
Square footage for the property by section sqcalc_#_X Replace # with the property number. Risk details property only


Risk Details Registered Port tab

These tags are available for risk details registered port for Direct Yacht in addition to the fields listed for Generic risk details and deductibles

Field name Tag Notes and relevant fields
Address 1: (Direct Yacht) Registered Port tab r_a1_# <#r_a1_1#> (<#r_a1_2#>, <#r_a1_3#> etc.

Risk details Registered Port tab DY.png

Address 2: (Direct Yacht) Registered Port tab r_a2_# <#r_a2_1#> (<#r_a2_2#>, <#r_a2_3#> etc.

Risk details Registered Port tab DY.png

City/Town (Direct Yacht) Registered Port tab r_city_# <#r_a2_1#> (<#r_a2_2#>, <#r_a2_3#> etc.

Risk details Registered Port tab DY.png

Country (Direct Yacht) Registered Port tab r_country_#<#r_country_1#> (<#r_country_2#>, <#r_country_3#> etc.

Risk details Registered Port tab DY.png

Vessel Port (Direct Yacht) port_# Risk details Registered Port tab DY.png


RISKNEW policy tab fields (Master Contract/Binder/Lineslip/Facility)

Field name Tag Notes and relevant fields
Business Type of business e.g. marine hull, household

Business and occupation fields.PNG

cl/ins/reins insured_cn_title

insured_code

Drop down list for the partner name of the client/insured/reinsured, and description

Client details fields - Binder.PNG

Contract polnum

f2 CLOSE documents

f2 COVER documents

f2 DEBIT documents

f2 ENDORSE documents

f2 POLISSUE documents

f2 Profsched documents

f2 Quote documents

f2 RISKEND documents

f2 SLIP documents

Enter new policy or quote number or tab to create one automatically

Polnum contract field.PNG

Country Country code

Location fields.PNG

Currency f5 and f70 DEBIT documents

f4 ENDORSE documents

f32 Profsched documents

f68 Quote documents

f24 SLIP documents

f18 STATEMENT documents


Currency code (drop down list)
Currency field.PNG
Description f6 & f66 DEBIT documents Free text description of period

Period fields.PNG

Details f16 DEBIT documents Free text policy details

Type and Division fields.PNG

Department f10 COVER documents

f14 DEBIT documents

f10 SLIP documents

Department code e.g. compliance, liability

Type and Division fields.PNG

Division f7 COVER documents

f9 DEBIT documents

f7 and f43 Profsched documents

f7 SLIP documents

Division code e.g. accident and health, wholesale, London

Type and Division fields.PNG

Excess pol_excess Any policy excess

Limits and Excess fields.PNG

Expiry Expiry date of the policy

Period fields.PNG

Facility Lead In facility client details, the code and full name of the client lead

Facility client details.PNG

Inception f8 COVER documents Inception date of the policy

Period fields.PNG

Location Location code (drop down list)

Location fields.PNG

Market Client Drop down list of clients

Client details fields - Binder.PNG

New Business To be checked if the policy is new business

Business and occupation fields.PNG

Occup. Occupation e.g. engineer, accountant

Business and occupation fields.PNG

Orig. Ref f38 CLOSE documents Reference to original policy or copied from UMR

Original reference fields.PNG

Policy Limit pol_limit Any policy limit. only complete if claims aggregation applies

Limits and Excess fields.PNG

PPL? Check box if used on placing platform

Client details fields - Binder.PNG

Renewable To be checked if the policy is renewable

Business and occupation fields.PNG

R.I. Select Y if the policy is reinsurance

Business and occupation fields.PNG

ROX Rate of exchange at the inception of the policy

Original reference fields.PNG

Sections Number of sections (1-26)

Original reference fields.PNG

Sub Div Country Section e.g. State, county, district depending on country selection

Location fields.PNG

Time renewable_date Set the inception and expiry time for the policy (24-hr format)

Period fields.PNG

Timezone Drop down list of time zones

Period fields.PNG

Type f25 POLISSUE documents Type codes e.g. buildings, forestry, fire, marine

Type and Division fields.PNG

Year year

f11 CLOSE documents

f12 DEBIT documents

Policy underwriting year

Polnum contract field.PNG

Zone Global zone e.g. Europe

Location fields.PNG

Accounting frequency acc_freq This is from the "freq:" field

Accounting frequency.PNG

The ERN (environmental regularity number) as saved in the PARTNER record assured_ERN

ERN.PNG

Binder number ba_polnum

f16 Profsched documents

-This is from the "binder/year:" field

Binder contract number.PNG

Binder year ba_year

f17 Profsched documents

F17 RISKEND documents

-This is from the "binder/year:" field

Binder contract number.PNG

Comments description for a section comments_X -This is from the "comments:" field and the last letter X will be replaced by the letter of the section

Section comments.PNG

The amount entered in the MART program default_client_comm_pc From the "dflt cl. comm %" field

Default cl comm.PNG

The amount entered in the MART program default_order_percent From the "default order %" field

Default order percent.PNG

Period description for a section description_X From the third "period from:" field and the last letter X will be replaced by the letter of the section

Period from.PNG

Estimated premium for a section est_prem_X From the "estimated GWP:" field for the section and the last letter X will be replaced by the letter of the section i.e. est_prem_A for the estimated premium from section A

Estimated GWP.PNG

The from date for the specified section fdate_X

f28 ENDORSE documents

f27 POLISSUE documents

From the "period from:" field and the last letter X will be replaced by the letter of the section

Period from.PNG

Firm order date firm_order_date From the "firm order date:" field
The FAO of the client/insured/reinsured from the PARTNER program insured_fao

Partner FAO.PNG

As available in the PARTNER program insured_fca_classificaton

f75 SLIP documents

Partner business information.PNG

fca no on PARTNER for Cl/Ins on RISKNEW insured_fca_no

Partner business information.PNG

The client/insured/reinsured telephone number from the PARTNER program insured_phone Contains the phone number of the client/insured/reinsured for the policy/quote.

Partner contact details.PNG

Master policy number lineslip

Lineslip policy number.PNG

Reference policy or quote number ref_polnum From the "orig.ref:" field

Original reference fields.PNG

This is the renewable date of the policy renewable_date The date that the policy will be renewable.

Period fields.PNG

Section long description section_verbose_X The long (verbose) title/description of the section for the policy/quote - the last letter X will be replaced by the letter of the section

Section details fields.PNG

Sums insured for a section SI_X

f66 Quote documents

f55 SLIP documents

-This is from the "sums insured:" field and the last letter X will be replaced by the letter of the section

Section details fields.PNG

The to date for the specified section plus one day tdate_plus_one_X

f29 ENDORSE documents

f28 POLISSUE documents

-This is from the period field for the section and the last letter X will be replaced by the letter of the section i.e. tdate_plus_one_A for the period end date plus one day for section A

Period fields.PNG

The to date for the specified section tdate_X -This is from the period field for the section and the last letter X will be replaced by the letter of the section i.e. tdate_A for the Period End date for section A

Period fields.PNG

The total estimated premium for the policy, based on the estimated premium contains the total premium of the policy/quote. total_prem

Estimated GWP.PNG

The total taxes for the premium total_prem_taxes -Contains the total taxes of the premium.

Taxes Fees details tab.PNG

The total taxable fees for the premium Contains the total taxable fees of the policy/quote. total_prem_taxes_fees

Taxes Fees details tab.PNG

The total sums insured total_si - This is the added total of all "sums insured:" fields across all sections of the policy/quote.

Sums insured.PNG

The total tax for the policy total_taxes Contains the total taxes of the policy/quote.

Taxes Fees details tab.PNG

UMR umr

f59 CLOSE documents

f12 COVER documents

f8 DEBIT documents

f34 ENDORSE documents

f34 POLISSUE documents

f29 Profsched documents

f69 Quote documents

f38 SLIP documents

The UMR (unique market reference) number for the policy/quote.
Policy year year

f11 CLOSE_documents

From the "pol.no/year:" field

Binder contract number.PNG

Two digit policy year year2dig -Contains the last 2 digits of the year the policy was created.

Binder contract number.PNG


RISKNEW Policy tab fields (Policy / Declaration)

Field name Tag Notes and relevant fields
Add Button to create a new account in the PARTNER maintenance program

Policy Declaration client details fields.PNG

Business Type of Business e.g. marine hull, household

Business and occupation fields.PNG

Cl/Ins/Reins Drop down list for client name and description

Policy Declaration client details fields.PNG

Contract polnum Click button to select policy number and year

Policy Declaration contract type fields.PNG

Country Country code

Location fields.PNG

Currency cur_code Currency code (drop down list)

Currency field.PNG

Quote Number DecNum

f2 Quote documents

Enter a new policy or quote number or tab to create one automatically

Policy Declaration contract type fields.PNG

Description Free text description of period

Period fields.PNG

Details Free text policy details

Policy Declaration details reference fields.PNG

Department Department code e.g. compliance, liability

Policy Declaration contract type fields.PNG

Division Division code e.g. accident and health, wholesale, London

Policy Declaration contract type fields.PNG

Don’t know the Assured yet? If unsure of assured, check this box, enter text to be modified later

Policy Declaration client details fields.PNG

Excess pol_excess Any policy excess

Policy Declaration limits and excess fields.PNG

Expiry Expiry date of the policy

Period fields.PNG

Facility Lead Client insurance company, underwriters or named contact

Facility client details.PNG

Inception Inception date of the policy

Period fields.PNG

Location Location code (drop down list)

Location fields.PNG

Market Client Drop down list of clients

Policy Declaration client details fields.PNG

New Business To be checked if the policy is reinsurance

Business and occupation fields.PNG

Occup. Occupation e.g. engineer, accountant

Business and occupation fields.PNG

Orig. Assured Drop down list of assured and description

Policy Declaration client details fields.PNG

Orig. Pol/Year

Policy Declaration details reference fields.PNG

Orig. Ref Reference to original policy or copied from UMR

Policy Declaration details reference fields.PNG

PPL? Check box if used on placing platform

Policy Declaration client details fields.PNG

Policy Limit pol_limit To be completed only if claims aggregation applies

Policy Declaration limits and excess fields.PNG

Probable Maximum Loss Any probable maximum loss

Policy Declaration limits and excess fields.PNG

Renewable To be checked if the policy is renewable

Business and occupation fields.PNG

R.I. Select Y if the policy is reinsurance

Business and occupation fields.PNG

ROX Rate of exchange at the inception of the policy

Policy Declaration details reference fields.PNG

Sections Number of sections (1-26)

Policy Declaration details reference fields.PNG

Sub Div Country section e.g. State, county, district depending on country selection

Location fields.PNG

Time Set the inception and expiry date for the policy (24-hr format)

Period fields.PNG

Timezone Drop down list of time zones

Period fields.PNG

Trading As trading_as_assured,

trading_as_client,

trading_as_insured

Alternative trading name for assured. From the 'trading as' field in the PARTNER program

Client details fields.PNG

Type Type codes e.g. buildings, forestry, fire, marine. A list of type codes can be found in the CODES program.

Policy Declaration contract type fields.PNG

Zone Global zone e.g. Europe

Location fields.PNG


RISKNEW Additional information Tab

Field name Tag Notes and relevant fields
Adjustable Check this box if adjustable, or adjustment is required

Addl info adjustable order.PNG

A/Freq Accounting frequency (A (annually), H (half yearly, M (monthly), Q (quarterly))

Addl info GUA freq.PNG

B/Freq Bordereau frequency (A (annually), H (half yearly, M (monthly), Q (quarterly), F(four monthly))

Addl info GUA freq.PNG

Cover Type Types of cover e.g. aggregate loss, per event, stop loss
Addl info london market details.PNG
Dec Places Signing down precision for the market

Addl info commission order.PNG

Def Cl Comm % Default client commission expressed as a percentage

Addl info commission order.PNG

Def order % Default order expressed as a percentage

Addl info commission order.PNG

EOC Type of policy e.g. certificate of insurance, complete slip

Addl info EOC NTU.PNG

Fac.Oblig. Check box if any fac. obligatory arrangements apply

Addl info GUA freq.PNG

Firm order Date Date of firm order from the client

Addl info adjustable order.PNG

GUA Check box if risk is compliant with general underwriters agreement

Addl info GUA freq.PNG

NCAD Notice of cancellation (days)

Addl info NCAD NCD.PNG

NCD % No claims discount

Addl info NCAD NCD.PNG

NTU Not Taken Up reason e.g. too expensive, declined, broker loss

Addl info EOC NTU.PNG

Placing Broker Drop down list of broker names

Addl info london market details.PNG

Placing Class Drop down list of class codes e.g. financial, marine_hull, terrorism

Addl info london market details.PNG

Placing Territory Drop down list of territories

Addl info london market details.PNG

Producer producer Drop down list of nominated producers

Producer field.PNG

Report Claims Company where report claims submitted

Addl info report claims.PNG

Reporting Territory Drop down list of defined areas

Addl info london market details.PNG

Section section_letter_X Section name where X is the section letter

Section tabs details.PNG

Sector Specific sector if specified

Addl info EOC NTU.PNG

Technician technician Drop down list of nominated technicians

Technician field.PNG

Terms of Credit Terms of Credit in number of days

Addl info terms of credit trade.PNG

Terms of Trade f15 Profsched_documents Terms of Trade in number of days

Addl info terms of credit trade.PNG

User user Drop down list of system users and codes

Addl info users.PNG


RISKNEW Taxes/Fees tab fields

Field name Tag Notes and relevant fields
Default Admin Fee Default admin fee for the policy

Taxes Fees details tab.PNG

Rate % Rate percentage

Taxes Fees details tab.PNG

Tax Code Drop down list of codes for fees and taxes

Taxes Fees details tab.PNG


RISKNEW Sections tab

Field name Tag Notes and relevant fields
Cash Loss Threshold Value of claim above which cash loss applies

Sections loss limits.PNG

Comments Comments pertaining to the laid-up period

Sections period Details.PNG

Default Risk Item Sub category of section type code and description i.e. contents risk items, hull & machinery - hull

Sections section details.PNG

Description Free text description of this period

Sections period Details.PNG

Deductible Deductible/excess – XL surplus or stop loss (100 %). Field to be left blank if stop loss is a percentage

Sections specific configuration details.PNG

Estimated GWP f71 DEBIT_documents Estimated premium income (100%)

Sections loss limits.PNG

First Loss Limits Limit of first loss for this section

Sections loss limits.PNG

Laid Up from/to Dates from and to of laid-up/off-insured

Sections period Details.PNG

Limit (Class I) Aggregate limit per risk

Sections specific configuration details.PNG

Limit Description limitdesc_X

limitdescsect_X

f29 COVER documents

f49 DEBIT_documents

Free text description of limit. The letter X will be replaced by the letter of the section

Limit description fields.PNG

LM Risk Code Drop down list of risks e.g. directors liability, professional indemnity

Limit description fields.PNG

Max GWP (Agg) Maximum permitted GWP, aggregate for this master policy

Sections GWP and SI details.PNG

Max SI (Agg) Maximum permitted SI, aggregate for this master policy

Sections GWP and SI details.PNG

Max SI / Line Maximum permitted SI per line in this master policy

Sections GWP and SI details.PNG

Period From / To Inception date and final date for this section of the policy

Sections period Details.PNG

Rate % rate_X Rate for this business class or section. The 'X' is the section letter

Sections loss limits.PNG

Section section_letter_X The section name where X is the section tab letter

Section tabs details.PNG

Section Type section_X Section Label e.g. business interruption, marine, public liability

Section details fields.PNG

Sums Insured SI_X Sums insured for this section. The 'X' represents the section letter

Sections loss limits.PNG




Version History

v6.4.0 - Updated to latest version
v5.2.0 - Updated to latest version
v4.2.0 – Updated to latest version