SLIP documents
See the NOVUS Walkthrough Guide for general information about the system.
Document fields for Slips
This is a guide only, and some fields or the format of fields may be client specific, and also specific 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 slip dummy or template. The first is as with all documentation, using f numbers produced in the pc.csv file as below. The second is using some tags that will be merged with the document when it is produced. A dummy or template can use f numbers and tag fields. The tag fields are available at the document tags page on this wiki.
The 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 SLIP may not necessarily be the same as F50 in the QUOTED, SLIP, POLISSUE or COV programs.
There is an option that will allow the user to have more control over which information is put into the cover note from the slip document.
This is done by adding tags to the slip document template.
The available tags are: "|Slip1|" and "|Slip2|". (Do not use the quotation marks when adding them to the document).
- |Slip1| - When this tag is found, all the text from the beginning of the slip document up to the tag itself will be inserted into the cover note.
- |Slip2| - When this tag is found, all the text from the tag itself to the end of the slip document will be inserted into the cover note.
The tag |MaterialInfo| will insert the file called material_info.doc from w:\wp\ [dataset] \ [polyear] \ [polnum] \Material Information.
Fields and tags for SLIP
| f_Number | Expected value | Notes |
|---|---|---|
| f1 | Company dataset ID | |
| f2 | Policy number | |
| f3 | Macro name | |
| f4 | Slip version number | last_slip_ver |
| f5 | Policy type | poltype |
| f6 | ||
| f7 | Division code | div_code |
| f8 | ||
| f9 | Reserved field | |
| f10 | Department code | dept_code |
| f11 | policy year | |
| f12 | Reserved field | |
| f13 | Option flag | |
| f14 | Policy number for replicating from | |
| f15 | Policy year for replicating from | |
| f16 | Policy type for replicating from | poltype |
| f17 | Slip version number for replicating from | slip_ver |
| f18 | Reserved field | |
| f19 | Template filename | |
| f20 | WP folder path | |
| f21 | Country code or country code description | |
| f22 | Reserved field | |
| f23 | ||
| f24 | Currency | cur |
| f25 | Policy start date | fdate |
| f26 | Policy end date | tdate |
| f27 | Insured | client, insured |
| f28 | Insured address | address |
| f29 | Insured | insured |
| f30 | "Treaty" if it's a treaty | |
| f31 | Assured | assured |
| f32 | Broker code | brk_code |
| f33 | Policy description | policy_desc |
| f34 | Estimated premium for the risk | est_prem |
| f35 | Section title and limit description for all sections | limit_desc |
| f36 | Country code | country_code |
| f37 | Period | period |
| f38 | UMR | umr |
| f39 | Client | client |
| f40 | ||
| f41 | Sections title for all sections | |
| f42 | Limit desc for all sections | |
| f43 | Gross premium for all sections | |
| f44 | Address of the division | address1, address2, address3, address4, address5 |
| f45 | Cresta zone description | descriptions |
| f46 | Risk codes for all sections | risk_code |
| f47 | Address of the assured | address |
| f48 | Description of policy type | descriptions |
| f49 | Option flag | |
| f50 | ||
| f51 | Clause IDs | clausestri |
| f52 | Clause descriptions | clause, clausestri, clause_name, clauses_description.It is preferable to use the <#clauses_description#> tag rather than F52/F53 |
| f53 | Clause description (Extend for when F52 excees 1000 chars) | |
| f54 | Property addresses | acord_street_no, acord_street, acord_city, acord_county, acord_state, acord_zip. Risk Details only |
| f55 | Sums insured per section name | section_title, cur, si |
| f56 | Sums insured per property | section_title, item_id8 cur, si. Risk Details only |
| f57 | Vehicle details | item_id1, item_id4, item_id2, item_id3, item_id6, cur, si. Risk Details only |
| f58 | Max sums insured | |
| f59 | Navigational limits | nav_limits |
| f60 | List of VIN numbers | item_id6. Risk Details only |
| f61 | ||
| f62 | Sums insured for all sections | cur, si |
| f63 | ||
| f64 | ||
| f65 | ||
| f66 | ||
| f67 | Parent policy number (binders and lineslips) | mapolnum, bapolnum |
| f68 | Parent policy year (binders and lineslips) | mayear, bayear |
| f69 | Parent policy UMR (binders and lineslips | umr |
| f70 | Location code description | description, location_code |
| f71 | Reinstatements/brokerage/premium/loss text | adjustable, brokerage_pc, premium_pc, loss_pc |
| f72 | Order percent of policy from risk | order_percent |
| f73 | ||
| f74 | ||
| f75 | FCA Classification | fca_class |
| f76 | ||
| f77 | Reassured, reinsured, insured depending on whether it's a reinsurance policy and business category | ri_flag |
| f78 | Surplus Lines broker number | sl_broker_lic_num |
| f79 | Filing State(s) | description |
| f80 | New Jersey SLA Number | nj_sla_num |
Versions
V6.2.0 – Updated to the latest version
V4.2.0 – Updated to latest version.