User Guide. Calculated Fields. Version 2.0.0

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1 User Guide Calculated Fields Version 2.0.0

2 Table of Contents Bridge User Guide - Table of Contents 1 TABLE OF CONTENTS... 1 INTRODUCTION... 3 Guide... 3 BUILDING FORMULAS... 4 Operators... 4 Simple Arithmetic Formulas... 4 Placeholders Within Formulas... 5 Defining String Data... 5 Concatenation (combining data)... 6 POLICY PLACEHOLDERS... 7 Current Transaction Information... 7 Premium Details... 7 Commission Details... 7 Tax Details... 8 Current Term Information... 8 Premium Details... 8 Commission Details... 9 Tax Details... 9 Previous Term Information Premium Details Commission Details Tax Details Limits... 11

3 Bridge User Guide - Table of Contents 2 Deductibles Retrieving Premium IDs FUNCTIONS Defining Multiple Fields in a Function Verifying User Security Roles Compare Data Against Sanction or Watch Lists Conditional Results Full Function List APPENDIX A... 25

4 Introduction Bridge User Guide - Introduction 3 Welcome to the Bridge insurance access portal. The system provides a full workflow, from the administration of products and coverage, to the submission and management of individual policies. Access to all features, options, and data are controlled by the settings in your user account. This guide is for users with product design rights, and details the creation of formulas for use in calculated fields. Calculated fields can be used for simple purposes such as displaying a basic system variable, or can perform a complex calculation pulling in a variety of fields and system information and generating a result to be displayed on-screen, used in documentation, or even used in other calculated fields. Calculated fields are not limited to numerical values. They can also work with dates and text, providing a wide range of possibilities. This guide assumes the user is familiar with the general functions of the system. For instructions on logging in and using common features throughout the system, see the User Guide - Introduction document. Guide The instructions are divided into the following major categories. Click a link to jump to the appropriate section. Building Formulas Policy Placeholders Functions Details the structure for building formulas and pulling in submission information. Provides the syntax for calling policy details into a formula. Describes the built-in tools used to work with data.

5 Building Formulas Bridge User Guide - Building Formulas 4 Formulas are assembled using common logic and notation, and should be familiar for users experienced with formulas in spreadsheet and database applications. Operators Bridge uses the following symbols to represent common arithmetic operators. + Add - Subtract * Multiply / Divide ( Open bracket ) Close bracket Simple Arithmetic Formulas The above operators are used to build the basic structure of the formula. Example: Would be input into a calculated field as: 3 x 6 ( ) x 0.6 3*6/( )*.6 Note: Spaces are not permitted within formulas, except where specifically instructed.

6 Bridge User Guide - Building Formulas 5 Placeholders Within Formulas The real power of calculated fields in the Bridge system is the ability to pull in information from the policy and from the submission form itself. This is achieved using placeholders. When the system encounters a placeholder while resolving a formula, it replaces the placeholder with the current value from the policy or submission form. The placeholders for policy information are predefined, and are detailed in the next section, Policy Placeholders. Placeholders for fields within the submission form are made up of the Code for the field (defined in Field Management), enclosed in double square brackets [[ ]]. Example: 100 x The Number of Trucks 50 Would be input into a calculated field as: 100*[[NumberOfTrucks]]-50 Where, NumberOfTrucks is the Code for the field The Number of Trucks. Note: In order for any field to be used within a calculated field, it must be included in the workflow with the calculated field. Defining String Data Calculated fields are not restricted to using numerical values. Dates and text can also be manipulated using a selection of functions and features. In some situations, however, the formatting of data could be mistaken for calculations. For example, the date format 5/15/2012 could be interpreted as 5 divided by 15 divided by 2012, or a policy number with dashes, such as could be interpreted as 2012 minus Also, spaces are not permitted in calculations, and will cause errors. The String: formatting notation is used at the beginning of a calculated field formula, and will cause the system to treat all values as text. No calculations will be performed, and any operators, arithmetic expressions, and spaces will be treated as text. Functions and placeholders will still function normally, but the resulting data will be treated as text.

7 Bridge User Guide - Building Formulas 6 Example: String:[[field1]]+[[field2]]/[[field3]] If the values of the three placeholders are 2, 4, and 6 respectively, the value of this calculated field would be 2+4/6, and would be displayed as such in the field and any documents or s that pull in this calculated field. Concatenation (combining data) If no Operators are used between placeholders and/or data entered directly in the formula, the system will simply pull in the placeholder data without any modifications. This is useful for merging data that is collected separately, but needs to be used together. Examples: If a user's first name and last name are collected in separate fields, the following formula could be used: String:[[FirstName]] [[LastName]] The value of this field would be the first name, then a space, then the last name. Note that the space must be entered between the placeholders, or the two fields will be combined without a space. Another example would be to assemble an address: String:[[StreetAddress]], [[City]], [[Country]]. The commas, spaces, and period will be included in the calculated value.

8 Policy Placeholders Bridge User Guide - Policy Placeholders 7 While the field Code is used in a standard placeholder to pull in information from the submission form, specific placeholders are required to pull in background information about the current submission or policy. This information is available in any status where the quote details have been calculated, and some transaction types may have additional options. Information is available for the Current Transaction and the Current Term, with Previous Term information available when working with renewals. Note: Some placeholders use single quotes ' to identify a specific version of the variable. These must be straight quotes ' or the formula will not function. Some word processing programs will replace straight quotes with angled quotes or "Smart Quotes". These quotes will need to be replaced with straight quotes, either in the word processor, or within Bridge. Current Transaction Information In any status where quote details have been calculated, that quote information is available for use in calculated fields. Premium Details The following placeholders return the premium amount for a specific premium type, identified by name or Id number. [[PremiumInfo[PremiumType='Name']/Amount]] [[PremiumInfo[PremiumTypeId='#']/Amount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. Commission Details The following placeholders return the commission amount for a specific premium type, as well as the gross premium and the net premium after commission. The premium types are identified by Id number.

9 Bridge User Guide - Policy Placeholders 8 [[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeId='#']/GrossPremium]] [[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeId='#']/CommissionAmount]] [[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeId='#']/NetPremium]] Where # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. Tax Details The following placeholders return the tax information for a specific premium type, identified by Id number. [[TaxDefinition[PremiumTypeId='#']/TaxName]] [[TaxDefinition[PremiumTypeId='#']/CalculatedAmount]] Where # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. Current Term Information The Current Term placeholders access the total values for all bound transactions in the current term. The references can access premium values, commissions, and taxes, for individual premium types or a total for all premium types. Premium Details The following placeholders return the term premium amount for a specific premium type, identified by name or Id number. [[CurrentTerm/Premium/PremiumInfo[PremiumType='Name']/Amount]] [[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/Amount]]

10 Bridge User Guide - Policy Placeholders 9 Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total bound premium for the term, for all premium types. [[CurrentTerm/Premium/TotalPremiumAmount]] Commission Details The following placeholders will return the term commission amount for a specific premium type, identified by name or Id number. [[CurrentTerm/Premium/PremiumInfo[PremiumType='Name']/CommissionAmount]] [[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/CommissionAmount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total bound commission amount for the term, for all premium types. [[CurrentTerm/Premium/TotalCommissionAmount]] Tax Details The following placeholders will return the term tax amount for a specific premium type, identified by name or Id number. [[CurrentTerm/Premium/PremiumInfo[PremiumType='Name']/TotalTaxAmount]] [[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/TotalTaxAmount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total tax amount for the term, for all premium types. [[CurrentTerm/Premium/TotalTaxAmount]]

11 Bridge User Guide - Policy Placeholders 10 Notes: Only values from Bound transactions within the current term will be returned. Using these references in a submission will have one value before binding (when the transaction being viewed is not included in the calculation) and a different value after binding (when the transaction being viewed is included in the calculation). Once a transaction in a particular term is bound, the calculated fields are locked for that transaction. They will not be updated if other transactions are subsequently bound within the same term. Previous Term Information The Previous Term placeholders access the total values for all bound transactions in the previous term. The references can access premium values, commissions, and taxes, for individual premium types or a total for all premium types. Premium Details The following placeholders return the previous term premium amount for a specific premium type, identified by name or Id number. [[PreviousTerm/Premium/PremiumInfo[PremiumType='Name']/Amount]] [[PreviousTerm/Premium/PremiumInfo[PremiumTypeId='#']/Amount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total bound premium for the previous term, for all premium types. [[PreviousTerm/Premium/TotalPremiumAmount]] Commission Details The following placeholders will return the previous term commission amount for a specific premium type, identified by name or Id number.

12 Bridge User Guide - Policy Placeholders 11 [[PreviousTerm/Premium/PremiumInfo[PremiumType='Name']/CommissionAmount]] [[PreviousTerm/Premium/PremiumInfo[PremiumTypeId='#']/CommissionAmount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total bound commission amount for the previous term, for all premium types. [[PreviousTerm/Premium/TotalCommissionAmount]] Tax Details The following placeholders will return the previous term tax amount for a specific premium type, identified by name or Id number. [[PreviousTerm/Premium/PremiumInfo[PremiumType='Name']/TotalTaxAmount]] [[PreviousTerm/Premium/PremiumInfo[PremiumTypeId='#']/TotalTaxAmount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total tax amount for the previous term, for all premium types. [[PreviousTerm/Premium/TotalTaxAmount]] Note: When a renewal is created, the values for the previous term are copied into the renewal transaction for use with these placeholders. If the previous term is changed in any way (such as by endorsement), the details saved in the renewal transaction may no longer be valid. If the renewal has not yet been bound, it may be possible to delete it and create a new renewal transaction with the updated values. Limits The following placeholders return specific limits information defined for the current transaction. The information is available for each premium type, identified by Id number.

13 Bridge User Guide - Policy Placeholders 12 [[LimitList/Limit[PremiumType='#']/Description]] [[LimitList/Limit[PremiumType='#']/LimitType]] [[LimitList/Limit[PremiumType='#']/Amount]] [[LimitList/Limit[PremiumType='#']/Currency]] Where # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. Deductibles The following placeholders return specific deductibles information defined for the current transaction. The information is available for each premium type, identified by Id number. [[DeductibleList/Deductible[PremiumType='#']/Description]] [[DeductibleList/Deductible[PremiumType='#']/Amount]] [[DeductibleList/Deductible[PremiumType='#']/Currency]] Where # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. Retrieving Premium IDs When calling placeholders related to individual premium types, the premium type will need to be identified. For some placeholders, marked with the 'Name' notation, the name of the premium type is used. The remaining placeholders are marked with the '#' notation, and require the premium type Id number. To retrieve the Id numbers of the premium types you want to work with, open the Product Design menu and select Premium Types. The Premium Type List opens with all available premium types.

14 Bridge User Guide - Policy Placeholders 13 Point the mouse cursor at the hyperlink in the Name column to display the URL in the status bar at the bottom of the browser window. The URL will resemble the one below: Take note of the numerical value after id=, underlined in red in the above example. If the URL does not display, or the status bar is not visible, clicking the link for the premium type will open the Premium Type Management page. The URL will be displayed in the address bar, ending with the ID number. If the status bar and address bar are hidden, please check the instructions for your browser to display one or the other.

15 Functions Bridge User Guide - Functions 14 The Bridge system provides an advanced set of tools for retrieving and manipulating data within the system. Functions provide ways to retrieve and work with dates, analyze data within a table, set conditional results within a formula, and much more. A function is made up of the function name, which always begins with the $ symbol, followed by round brackets ( ). The parameters of the function are added within the brackets separated by commas. $Function(p0,p1,...) Some functions require a specific number of parameters, others allow as many as required, and some do not require any parameters at all. Note: Spaces are not permitted within formulas or functions, including between parameters, except where specifically instructed. All functions are listed in the Full Function List section, which includes descriptions of the functions, parameters, and results of each. This section provides a more detailed introduction to some of these functions. Defining Multiple Fields in a Function Some functions evaluate multiple fields to provide a result. These functions may calculate the average of all values in a single column of a grid, the sum of a series of individual fields throughout the submission form, or a mix of fields and columns. For functions that support multiple fields, the Pipe character ( ) is used to separate the fields in the list. For columns in a grid, only the field names must be provided. The system will automatically retrieve all records in the grid. Examples: To determine the average value of three fields: $Avg([[field1]] [[field2]] [[field3]]) To determine the sum of all records in a column, plus one field outside the grid: $Sum([[column]] [[field]])

16 Bridge User Guide - Functions 15 Verifying User Security Roles Some situations may change depending on the type of user working in the system. The following function is used to determine if the current user has a specific security role. $UserContainsRole(UserRole) Where UserRole is the Name of the security role as it appears in the system. The function returns the value 1 if the user has the role, or 0 if they do not. The result can be used in a conditional formula, or as a condition within a trigger. Compare Data Against Sanction or Watch Lists With the potential consequences of violating international restrictions, it can be very important to validate data and ensure that it is in compliance with regulations. The $Compliance function allows one or more fields to be compared to one or more sanction or watch lists from around the world. To compare a field against a single list: $Compliance([[ScanField]],List) Where ScanField is the field to be scanned and List is the code of the list. Comparing a field against multiple lists: $Compliance([[ScanField]],List1,List2,List3) Where ScanField is the field to be scanned and each List# is the code of a list. Any number of lists can be included. Comparing multiple fields against multiple lists: $Compliance([[ScanField1]] [[ScanField2]] [[ScanField3]],List1,List2,List3)

17 Bridge User Guide - Functions 16 Where ScanField# are the fields to be scanned and each List# is the code of a list. The scan fields are combined and scanned as one large block of text, which is why a space should be added between each field to prevent the text from flowing together. This function outputs a numerical value from 0 (no match) to 100 (perfect match). If a different score is achieved on different lists, the highest score will be returned. See Appendix A for a table of all lists and their associated codes. Conditional Results The $If function is used to define the value of a calculated field based on the content of other fields in the workflow. A trigger is defined as the condition, and the function will return one value if the trigger evaluates as true, or a different value if the trigger evaluates as false. The condition line is constructed as follows: $If(TriggerCode,TrueValue,FalseValue) If TriggerCode is true, the TrueValue will be returned, otherwise the FalseValue will be returned. Note: The Code for the trigger must be used. The code is based on the name of the trigger, but may not match exactly. The True/False values can include placeholders, formulas, or even other functions (including other $If functions). Examples: The function could return a monthly value as an annual value, or leave it as one month, depending on the trigger. $If(Trigger,[[FieldA]]*12,[[FieldA]]) The function could return the user's name (concatenated from two fields with a space to divide them) or their spouse's name (also concatenated). The String: option is included to ensure that the content is treated as text.

18 Bridge User Guide - Functions 17 String:$If(Trigger,[[UserFirstName]] [[UserLastName]],[[SpouseFirstName]] [[SpouseLastName]]) Using functions in the True/False values allows this $If function to return the sum of a table column, or the average of the values in that column. $If(Trigger,$Sum([[Column1]]),$Avg([[Column1]])) Multiple $If functions can be included in a single calculated field. The results can be used with arithmetic formulas or simple concatenation to form the final value of the calculated field. ($If(Trigger,TrueValue,FalseValue)+[[Value]])*$If(Trigger,TrueValue,FalseValue)/2 This formula will take the conditional result of the first $If statement and add it to the amount in the Value field, then multiply that by the conditional result of the second $If statement, and divide the entire value by 2. Tip: When using functions within functions, be sure to close the parentheses for all functions at the appropriate places. The total number of closing parentheses in the entire formula must match the number of opening parentheses, and misplaced parentheses will result in errors.

19 Bridge User Guide - Functions 18 Full Function List The following is a complete list of all functions currently available in the system. For each function, the following information is provided: The full name of the function, plus placeholders (in green) for the required parameters. A brief description of the function. A list of the required parameters (if any), the required format, and any notes about the parameters. The value that will be returned by the function, and in what format it will be. $DaysBetween(p0,p1) Counts the number of days that have elapsed between two dates. P0 (date): First date field P1 (date): Second date field Returns (numeric): Number of days between p0 and p1. eg. Comparing date Feb20/2010 and Feb22/2010 returns 2. $MonthsBetween(p0,p1) Counts the number of months that have elapsed between two dates. P0 (date): First date field P1 (date): Second date field Returns (numeric): Number of calendar months between p0 and p1. eg. Comparing date Feb28/2010 and Mar1/2010 returns 1. $YearsBetween(p0,p1) Counts the number of years that have elapsed between two dates. P0 (date): First date field P1 (date): Second date field Returns (numeric): Number of years between p0 and p1. Difference is calendar years. eg. Comparing date Dec15/2010 and Jan1/2011 returns 1. $TodayXml() Obtains the current date from the server. No parameters. Returns (date): The current Date, formatted for use in other functions.

20 Bridge User Guide - Functions 19 $TodayLong() Obtains the current date from the server. No parameters. Returns (text): The current Date, in Long Date format. eg. Monday, June 15, 2011 $TodayShort() Obtains the current date from the server. No parameters. Returns (text): The current Date, in Short Date format. eg. 15/6/2011 $AddDays(p0,p1) Takes a provided date and adds a specified number of days. P0 (date): Date field P1 (numeric): Number of days to add Returns (date): Date which is the addition of p1 days to date p0. $AddMonths(p0,p1) Takes a provided date and adds a specified number of months. P0 (date): Date field P1 (numeric): Number of months to add Returns (date): Date which is the addition of p1 months to date p0. $AddYears(p0,p1) Takes a provided date and adds a specified number of years. P0 (date): Date field P1 (numeric): Number of years to add Returns (date): Date which is the addition of p1 years to date p0. $GetYear(p0) Takes a provided date and returns just the year. P0 (date): Date field Returns (numeric): Returns the year of p0. eg. If p0 = 15/10/2011, returns 2011.

21 Bridge User Guide - Functions 20 $GetMonth(p0) Takes a provided date and returns just the month. P0 (date): Date field Returns (numeric): Returns the month of p0, from 1 to 12 eg. If p0 = 15/10/2011, returns 10. $GetDayOfYear(p0) Takes a provided date and returns the number of the day, counted from January 1st. P0 (date): Date field Returns (numeric): Returns the numeric day of the year from p0. eg. If p0 = 15/02/2010, returns 46. $GetDayOfMonth(p0) Takes a provided date and returns the number of the day, counted from the first day of the month. P0 (date): Date field Returns (numeric): Returns the numeric day of the month from p0. eg. If p0 = 15/02/2010, returns 15. $GetMonthsFromCurrent(p0) Takes a provided date and compares it to the current date, returning the number of months difference. P0 (date): Date field Returns (numeric): Number of calendar months from p0 to the current date. $GetDaysFromCurrent(p0) Takes a provided date and compares it to the current date, returning the number of days difference. P0 (date): Date field Returns (numeric): Number of calendar days from p0 to the current date. $GetYearsFromCurrent(p0) Takes a provided date and compares it to the current date, returning the number of years difference. P0 (date): Date field Returns (numeric): Number of calendar years from p0 to the current date. $DateLong(p0) Converts a provided date into the long date format. P0 (date): Date field Returns (text): Date p0 in long date format. eg. If p0 = 15/06/2011, returns Monday, June 15, 2011

22 Bridge User Guide - Functions 21 $DateShort(p0) Converts a provided date into the short date format. P0 (date): Date field Returns (text): Date p0 in short date format. eg. If p0 = Monday, June 15, 2011, returns 15/6/2011 $CustomDateFormat(p0,p1) Advanced function. Converts a provided date into a custom date format. P0 (date): Date field P1 (text): String containing.net formatting instructions Returns (text): Returns date p0 in format provided in P1. $DateOverlap(p0,p1,p2,p3,p4,p5) Compares two date ranges to determine if they overlap, returning one value if they do, and returning a different value if they do not. If any of the four date fields are missing or invalid, the P5 value (no overlap) is returned. P0 (date): Start date of the first date range P1 (date): End date of the first date range P2 (date): Start date of the second date range P3 (date): End date of the second date range P4 (matches type of field): The value to return if there is an overlap between the date ranges P5 (matches type of field): The value to return if there is no overlap between the date ranges $IsAbnValid(p0) Validates a text field to determine if the content is a valid Australian Business Number (ABN). P0 (text): Field to be examined Returns (numeric): 1 if the field contains a valid ABN, or returns 0 if the value is not valid for any reason (too short, contains letters/special characters, failed encoding check, etc.) $UserContainsRole(p0) Checks the current user s account to determine if it has a specific security role. P0 (text): Name of security role Returns (numeric): 1 if current user account has role p0, 0 if it does not. $IsNewBusiness(p0) Checks if a provided submission, identified by transaction id, is new business. P0 (numeric): Transaction ID number of the submission Returns (numeric): 1 if given transactionid is new business, 0 if it is not.

23 Bridge User Guide - Functions 22 $GetTermStatus(p0) Retrieves the current status of the provided submission or policy, identified by transaction id. P0 (numeric): Transaction ID number of the submission or policy Returns (text): Returns the current status of the submission or policy. $GetTransactionType(p0) Retrieves the current type of the provided transaction, identified by transaction id. P0 (numeric): Transaction ID number of the submission or policy Returns (text): Returns the current type of the transaction. $GetTransactionStatus(p0) Retrieves the current status of the provided transaction, identified by transaction id. P0 (numeric): Transaction ID number of the submission or policy Returns (text): Returns the current status of the transaction. $Count(p0) Counts the number of records in a range of fields. P0 (any type): Any mix of fields and grid columns. Returns (numeric): Number of records in collection p0. $Sum(p0) Calculates the sum of a range of fields. P0 (numeric collection): Any mix of numeric fields and grid columns. Returns (numeric): The sum of elements in collection p0. $Avg(p0) Calculates the average of all values in a specified range of fields. P0 (numeric collection): Any mix of numeric fields and grid columns. Returns (numeric): The average value in collection p0. $Round(p0,p1,p2) Takes a provided numeric value or field, and rounds it to the nearest value, according to the selected mode. P0 (numeric): Value to be rounded P1 (numeric): Precision or nearest value P2 (numeric): Rounding mode: 0 = Round from midpoint 1 = Round upward 2 = Round downward Returns (numeric): Round off p0 parameter to the nearest value p1 according to the round mode p2

24 Bridge User Guide - Functions 23 $Min(p0) Identifies the lowest value in a specified range of fields. P0 (numeric collection): Any mix of numeric fields and grid columns. Returns (numeric): The minimum value in collection p0. $Max(p0) Identifies the highest value in a specified range of fields. P0 (numeric collection): Any mix of numeric fields and grid columns. Returns (numeric): The maximum value in collection p0 $SetMin(p0,p1,p2) Identifies the lowest value in a specified range of fields, and compares it to a provided minimum or maximum value. P0 (numeric collection): Any mix of numeric fields and grid columns. P1 (numeric): The minimum or maximum value returned, depending on the Mode. P2 (numeric): Mode 0 = P1 is a minimum value 1 = P1 is a maximum value Returns (numeric): Mode 0 = Lowest value of p0, unless it is lower than p1, in which case p1 is returned. Mode 1 = Lowest value of p0, unless it is not as low as p1, in which case p1 is returned. $SetMax(p0,p1,p2) Identifies the highest value in a specified range of fields, and compares it to a provided minimum or maximum value. P0 (numeric collection): Any mix of numeric fields and grid columns. P1 (numeric): The maximum or minimum value returned, depending on the Mode. P2 (numeric): Mode: 0 = P1 is a maximum value 1 = P1 is a minimum value Returns (numeric): Mode 0 = Highest value of p0, unless it is higher than p1, in which case p1 is returned. Mode 1 = Highest value of p0, unless it is not as high as p1, in which case p1 is returned. $GetOFACScan(p0) Takes a provided field and compares the text to standard OFAC lists of names and places under government sanctions. P0 (text): Text field to be scanned Returns (numeric): Match value from a standard OFAC scan based on the input parameter p0. The returned value will be from 0 to 100, 100 being a perfect match, 0 being no match.

25 Bridge User Guide - Functions 24 $Compliance(p0,p1,...) Takes a provided field and compares the text to one or more lists of names and places under sanctions. P0 (text): Text field to be scanned P1 (text): Code of the first list the data should be checked against. At least one list must be included, but additional lists can be provided, separated by commas. See Appendix A for all available lists and their codes. Returns (numeric): Match value based on the input parameter p0. The returned value will be from 0 to 100, 100 being a perfect match, 0 being no match. If more than one list is provided, the highest value will be returned. $If(p0,p1,p2) Evaluates a trigger and returns one value or another. P0 (trigger) Code of trigger to be evaluated P1 (matches type of field): The value to return if the trigger evaluates as true P2 (matches type of field): The value to return if the trigger evaluates as false Returns (matches type of field): Parameter 1 or 2, depending on the result of the trigger.

26 Appendix A Bridge User Guide - Appendix A 25 When using the $Compliance function, the codes below are used as parameters. List Name Australian Department of Foreign Affairs and Trade Bureau of Industry and Security Chiefs of State and Foreign Cabinet Members Commodity Futures Trading Commission Sanctions Defense Trade Controls Debarred Parties European Union Consolidated List Excluded Parties List System FBI Hijack Suspects FBI Most Wanted FBI Most Wanted Terrorists FBI Seeking Information FBI Top Ten Most Wanted Financial Action Task Force Foreign Agents Registrations Her Majesty s Treasury s Investment Ban List HM Treasury Sanctions Watchlist Hong Kong Monetary Authority Housing and Urban Developement Limited Denials of Participation Interpol Most Wanted Code Australia Dept of Foreign Affairs and Trade Bureau of Industry and Security Chiefs of State and Foreign Cabinet Members Commodity Futures Trading Commission Sanctions DTC Debarred Parties EU Consolidated List EPLS FBI Hijack Suspects FBI Most Wanted FBI Most Wanted Terrorists FBI Seeking Information FBI Top Ten Most Wanted FATF Financial Action Task Force Foreign Agents Registrations HM Treasury Investment Ban List HM Treasury Sanctions Hong Kong Monetary Authority HUD LDP Interpol Most Wanted

27 Bridge User Guide - Appendix A 26 Ireland Financial Regulator Unauthorized Firms Japan Financial Services Agency Japan Ministry of Economy Trade and Industry Weapons of Mass Destruction Proliferators Japan Ministry of Finance Sanctions Monetary Authority of Singapore Nonproliferation Sanctions Office of Foreign Assets Control Non-SDN Entities Office of Foreign Assets Control Sanctions Office of Foreign Assets Control Specially Designated Nationals Office of the Inspector General Exclusions OSFI Consolidated List Canada OSFI Country Offshore Financial Centers Peoples Bank of China (PBC) Primary Money Laundering Concern Primary Money Laundering Concern Jurisdictions Reserve Bank of Australia Terrorist Exclusion List UK HM Treasury List United Kingdom Financial Services Authority United Nations Consolidated List Unauthorized Banks World Bank Ineligible Firms Ireland Financial Regulator Unauthorized Firms Japan FSA Japan METI-WMD Proliferators Japan MOF Sanctions Monetary Authority of Singapore Nonproliferation Sanctions OFAC Non-SDN Entities OFAC Sanctions OFAC SDN OIG Exclusions OSFI Consolidated List OSFI Country Offshore Financial Centers Peoples Bank of China (PBC) Primary Money Laundering Concern Primary Money Laundering Concern - Jurisdictions Reserve Bank of Australia Terrorist Exclusion List Bank of England Consolidated List UK FSA UN Consolidated List Unauthorized Banks World Bank Ineligible Firms

28 Bridge User Guide - Appendix A 27

29 Bridge User Guide - Appendix A 28 Copyright Notice Copyright Oceanwide Inc. All Rights Reserved. All material in this document and on this website are protected by copyright and intellectual property laws and are the property of Oceanwide Inc. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission from the owner Oceanwide Inc. Printed and published in Montreal, Quebec CANADA. Trademarks All trademarks, registered trademarks and service marks in this document are exclusive to Oceanwide Inc.. Disclaimer The publisher Oceanwide Inc. and authors specifically disclaim any responsibility for any liability, loss, or risk; whether corporate, personal or otherwise in whole or in part of which; is incurred as a consequence directly or indirectly of the application use; or reliance on or any of the contents of this document (documentation).