Quote documents

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


Document fields for QUOTED

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

Version number f numbers checked for: vers 27

There are two ways of adding fields into a direct quote dummy or template. The first is by using f numbers produced in the pc.csv file.

The second way is by using tags that will be merged with the document when it is produced. A dummy or template can use a mixture of f numbers and tag fields. Tag fields are documented in the document tags page of this Wiki

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

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

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


PC.CSV fields for QUOTED

F_Number Expected value Notes
f1 Company dataset ID
f2 Quote number Passed in from chaining program
f3 Macro to run in Word quoted
f4
f5 Policy Type code poltype (risk_head.poltype)
f6
f7 Division Code risk_head.div_code
f8 System date in long format
f9
f10
f11 Policy year Passed in from chaining program
f12 profsched.lst
f13 Options Flag Entered on-screen (If set to R or I then set to S)
f14 block2.from_polnum (block2.quotenum - entered on screen)
f15 block2.from_policy_year (risk.year for quotenum)
f16 Policy Type block2.from_poltype (risk.poltype for quotenum)
f17 Version Number block2.from_version_no
f18 Template filename block4.template (templates.template)
f19 Template path f20\f1\templates\block4.template (templates.template)
f20 WP folder path
f21 Policy number & year parentpolnum (risk_head.mapolnum or bapolnum if null) and last two digits of f11
f22 Quote Number/Quote year/Policy Type/Version No If f13 set to R or I then block2.from_polnum '/' block2.from_policy_year '/' block2.from_poltype '/' block2.from_version_no (see f14 - f17)
f23 If f13 set to R or I then f2 '/' f11 '/' f5 '/' f4
f24
f25 Policy start date risk_head.fdate
f26 Policy end date risk_head.tdate
f27 Insured name risk_head.insured
f28 Insured address sec.address (for risk_head.ri_code)
f29 Insured name risk_head.insured
f30
f31 Assured name risk_head.assured
f32 Assured address sec.address (for risk_head.ass_code)
f33 Policy Type Details risk_head.type - If the text contains ':' then this will hold any text after the ':'
f34 Policy description block2.policy_desc
f35 Limit description all sections risk.section_title risk.limit_desc for all sections on the quote.
f36 Country code block2.country_code (risk_head.country_code)
f37 Period block2.period
f38 Policy Type Details risk_head.type - If the text contains ':' then this will hold any text before the ':' otherwise the whole field.
f39 Risk code block2.ri_code (risk_head.ri_code)
f40 Estimated Premium total of risk.est_prem for all sections on the quote.
f41 "TBA"
f42 "TBA"
f43 Gross premium all sections 'Section ' risk.section ':' risk.cur risk.est_prem
f44 Section titles risk.section_title
f45 Property details if block1.net_used (novus_title.net_used where selection = 'RISKDETA' and status = 'C') not = Y then

from risk_details_head acord_street_no acord_street acord_city acord_city acord_county acord_state acord_zip concatenated for each record for the quote/year otherwise null.

f46 Details Y Premium description text if block2.section_group = Y (codes.stcode for quote/year, risk.section_type = code.code and codes.gid = 18 ) then

record_var2 - 'PREMIUM' block2.symb (currency.symb for curr) total of risk_prem.premium * 100/(100 - block2.ncd_pc (risk_head.ncd_pc)) otherwise null.

f47 Details Y Insurance Premium Tax text if block2.section_group = Y then record_var3 - 'Plus Insurance Premium Tax' block2.symb (currency.symb for curr) total of risk_prem.premium * 0.05

otherwise null.

f48 Details Y Policy Charge text if block2.section_group = Y then record_var4 - 'Policy Charge' block2.symb (currency.symb for curr) block2.admin_fee (risk_head.admin_fee)

otherwise codes.description for quote/year, risk.section_type = code.code and codes.gid = 18.

f49 Details Y Premium Total text if block2.section_group = Y then '------------------' 'PREMIUM TOTAL' block2.symb (currency.symb for curr) amount_payable (risk_prem.premium * 1.05 (if risk_head.tax_code is not null) + risk_head.admin_fee (if it's not null) otherwise null.
f50 Details I, W or G The Warranties List text All other section groups - null.
f51 Details Y Insured Value text See individual section group columns.
f52 Clause Description part 1 THIS IS NO LONGER AVAILABLE

Please use the <#clauses_description#> tag in the Template document.

f53 Clause Description part 2 Please use the <#clauses_description#> tag in the Template document.
f54 Clause string if f54 is null after the section group processing then

if block1.net_used_clause (novus_title.net_used where selection = 'RISKDETA' and status = 'C') = 'Y' then concatenate risk_clause.clause_name for all records for the quote/year otherwise use risk_head.clausestri.

f55
f56
f57
f58 Max sums insured
f59
f60 Details block2.details (risk_head.details)
f61 Navigation limits block2.nav_limits (risk_head.nav_limits).
f62 TP liability block2.symb (currency.symb for curr) block2.tp_liability (this field does not appear to be set).
f63 Details Y "Racing Risk"
f64 Details Y, Endorsements to do with replacement values of rigging etc.
f65
f66 Sums Insured breakdown by section 'Section ' risk.section ':' risk.cur risk.si
f67 Policy Number of parent policy parentpolnum (risk_head.mapolnum or bapolnum if null)
f68 Year of parent policy parentyear (risk_head.mayer or bayear if null). This is subsequently overwritten by block2.cur (risk_head.cur).
f69 UMR of parent policy parentumr (risk_head.umr of parent policy)
f70 Risk codes for all sections Concatenate all risk.lm_risk_code for the policy.
f71 Parent policy number
f72 risk.order_percent (set to 100 is null).
f73 Surplus lines broker number if f73 is null after the section group processing then risk_head.sl_broker_lic_num.
f74 State if risk_head.state_code is not null then codes.description where codes.code = state_code and codes.gid = 57.
f75 Use description block2.use_description
f76 Surplus lines broker name block2.conditions (risk_head.conditions). Section group processing is set after this. However, after section group processing if f76 is null then risk_head.sl_broker_lic_name.
f77 Insured/Reassured/Reinsured if block2.ri_flag not = 'Y' then 'INSURED'

otherwise if block2.ri_flag = 'Y' then and block2.bus_cat = 'M' then 'REASSURED' or bus_cat not = 'M' then 'REINSURED'.

f78 Details Y Conditions
f79 Details Y Value text
f80 New Jersey SLA Number if f80 is null then risk_head.nj_sla_num


Version History

v6.4.0 - Updated to the latest version.
V4.2.0 - Updated to the latest version.