Profsched documents

From Wiki
Jump to: navigation, search

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

Document fields for PROFSCHED

The PROFSCHED program produces pro forma schedule document templates generated in Microsoft Word. The templates available are policy type-based and can be pre-formatted to meet specific requirements.

This is intended to be a guide only. Some fields or, the format of fields may be specific to a client, or to a type of risk details. Please contact Morning Data if the data is not as expected.

There are two ways of adding fields into a pro forma schedule dummy or template. The first is, as with all documentation, by using f numbers produced in the pc.csv file.

The second is by using tags that will be merged into the document when it is produced. A dummy or template can use both f numbers and tag fields. A description of available document tags is available on this user guide wiki.

The tag fields are the same for the QUOTED, SLIP, PROFSCHED, POLISSUE and COV programs, but f number fields are specfic to each document and F50 in the PROFSCHED program will not necessarily be the same as F50 in the QUOTED, SLIP, POLISSUE or COV programs.

Full clause wording (which is stored in the Master_conditions document in the W drive) can be added to the QUOTED by adding the tag |Clauses|

The tag |MaterialInfo| will insert the document called material_info.doc from w:\wp\ [dataset] \ [polyear] \ [polnum] \Material Information.


Fields and tags for PROFSCHED

F_Number Expected value tags
f1 Company dataset ID
f2 Policy number polnum
f3 Macro to run in MS Word profsched
f4 Slip version number to be included in profsched version_no
f5 Policy type code poltype
f6 Section group section_group (codes.stcode when code = risk.section_type and gid = 18 and stcode is M/I/W/Y/G/P/A/H/O/V/T/Y'/S).

if block2.option_flag (set on screen E(dit) or T(emplete)) = 'L' then 'L' otherwise null.

f7 Division code div_code risk_head.div_code
f8
f9 F if it's not a treaty (facultative) if codes.stcode (when risk_head.poltype = code and gid = 1) = X/T then otherwise 'F'.
f10 Number of records num_recs block2.num_recs (number of records on risk_details for the policy/year)
f11 Policy year policy_year (passed in from global.f11)
f12 Reserved field if block2.section_group (codes.stcode when code = risk.section_type and gid = 18 and stcode is M/I/W/Y/G/P/A/H/O/V/T/Y'/S) = M or W and block2.num_recs > 5 then profsched.lst.

if block2.section_group = O then characters 2-5 of policy number.

f13 Options flag option_flag
f14 System date in long format
f15 Terms of trade terms_of_trade risk_head.terms_of_trade
f16 Binder policy number orig_policy_number (risk_head.orig_policy_no)
f17 Binder policy year orig_policy_year (risk_head.orig_policy_no)
Binder year ba_year
f18 Template filename template (templates.template - remove .doc from value)
f19 Template path Full filepath and name
f20 WP folder path
f21 country code/description description (from codes when code = block2.country_code (risk_head.country_code) and gid = 13).
f22 num_recs (number of records on risk_details for the policy/year)
f23 Location of original slip to be included bayear, bapolnum company\block2.bayear\block2.bapolnum\slip1.doc
f24 Email address email_address (completed on screen) used if email completed document box is ticked on screen.
f25 Policy start date fdate fdate_var (risk_head.fdate) in either long or short date format.
f26 Policy end date tdate tdate_var (risk_head.tdate) in either long or short date format.
f27 Insured name insured (risk_head.insured)
f28 Insured address address (sec.address when sec = block2.client (risk_head.ass_code if Helix otherwise risk_head.client).
f29 UMR umr (risk_head.umr)
f30 Treaty, if a treaty Y if block3.pdf_doc (only visible on the screen if the counry code is US) = Y.

if codes.stcode (when risk_head.poltype = code and gid = 1) = X/T then 'TREATY' otherwise ' '.

f31 Assured name assured (risk_head.assured)
f32 Currency symb, cur (currency.symb for block2.cur (risk_head.cur)).
f33 Policy description policy_desc (risk_head.type)
f34 Estimated premium est_prem total of risk.est_prem for policy/year
f35 Sums insured si total of risk_details.si for policy/year
f36 Country code country_code (risk_head.country_code)
f37 Period period (risk_head.period)
f38 Policy type details details risk_head.details
f39 Client client (risk_head.ass_code if Helix otherwise risk_head.client).
f40
f41 Section title section_title For all sections amalgamate 'Section ' risk.section : risk.section_title
f42 Limit description for all sections limit_desc ('Section ' risk.section : risk.limit_desc)
f43 Division div_code codes.description (from codes when code = risk_head.div_code and gid = 7).
f44 Division address amalgamate divisions.address1/2/3/4/5 for risk_head.div_code
f45 Users logon userid
f46 Risk codes for all sections lm_risk_code risk.lm_risk_code
f47 Assured address ass_code risk_head.ass_code
f48 Policy type description poltype codes.description when code = block2.poltype (risk_head.poltype) and gid = 1
f49 Dependent on risk details if block2.option_flag (set on screen E(dit) or T(emplete)) = 'L' then 'Y' otherwise null.
f50 Dependent on risk details selection (from screen) Y if additional documents are required.
f51 Dependent on risk details See individual risk details information
f52 Dependent on risk details See individual risk details information
f53 Dependent on risk details See individual risk details information
f54 Dependent on risk details See individual risk details information
f55 Dependent on risk details See individual risk details information
f56 Dependent on risk details See individual risk details information
f57 Dependent on risk details See individual risk details information
f58 Dependent on risk details See individual risk details information
f59 Dependent on risk details See individual risk details information
f60 Dependent on risk details See individual risk details information
f61 Dependent on risk details See individual risk details information
f62 Dependent on risk details See individual risk details information
f63 Dependent on risk details See individual risk details information
f64 Dependent on risk details See individual risk details information
f65 Dependent on risk details See individual risk details information
f66 Dependent on risk details See individual risk details information
f67 Dependent on risk details See individual risk details information
f68 Dependent on risk details See individual risk details information
f69 Dependent on risk details See individual risk details information
f70 Dependent on risk details See individual risk details information
f71 Dependent on risk details See individual risk details information
f72 Dependent on risk details See individual risk details information
f73 Dependent on risk details See individual risk details information
f74 Dependent on risk details See individual risk details information
f75 Dependent on risk details See individual risk details information
f76 Dependent on risk details See individual risk details information
f77 Insured/reassured/reinsured ri_flag if block2.ri_flag = Y and block2.bus_cat = M then Reassured.

if block2.ri_flag = Y and block2.bus_cat not = M then Reinsured. if block2.ri_flag not = Y then Insured.

f78 Endorsements now processed/sum of premium risk_est_prem 'Endorsements now processed', replaced by Premium total for Risk is Premium is present (total of risk_prem.premium or if nothing found then total of risk.est_prem).

If section_group = Y see specific output.

f79 Endorsements now processed/sum of sums insured 'Endorsements now processed', replaced by Sums Insured total for Risk if SI is present (total of risk_details.si).
f80

Version History

v6.2.0 – Updated to the latest version
v4.2.0 – Updated to the latest version