User Guide Product Design Version 1.7

Transcription

1 User Guide Product Design Version 1.7

2 1 INTRODUCTION 3 Guide 3 USING THE SYSTEM 4 Accessing the System 5 Logging In Using an Access 5 Normal Login 6 Resetting a Password 6 Logging Off 6 Home Page 7 Profile 9 Using Calendar Lookups 13 Using Grids to Filter and Sort Data 15 Setting Filters 15 Sorting Data 16 Navigating Multiple Pages of Data 17 Configuring Grids 17 Exporting Grid Data 18 PRODUCTS 20 Creating a New Product 20 Viewing and Modifying a Product 21 Deactivating a Product 22 BUILDING WORKFLOWS 24 Managing Option Lists 25 Creating a New Option List 25 Viewing and Modifying an Option List 28 Deactivating an Option List 29 Managing Fields 31 Creating a New Field 31 Setting Default Values for Rich Text Fields 38 Viewing and Modifying a Field 39 Deactivating a Field 40 Managing Panels 42 Creating a New Panel 42 Viewing and Modifying a Panel 49 Deactivating a Panel 50 Copying a Panel 51 Managing Screens 53 Creating a New Screen 53 Viewing and Modifying a Screen 55

3 2 Previewing a Screen 56 Deactivating a Screen 56 Copying a Screen 57 Managing Workflows 59 Creating a New Workflow 59 Viewing and Modifying a Workflow 60 Publishing a Workflow 61 Deactivating a Workflow 62 ADDITIONAL RESOURCES 64 Managing Premium Types 65 Creating a New Premium Type 65 Viewing and Modifying a Premium Type 66 Deactivating a Premium Type 67 Managing Triggers 69 Creating a New Trigger 69 Viewing and Modifying a Trigger 72 Deactivating a Trigger 73 Managing Clauses 75 Creating a New Clause 75 Viewing and Modifying a Clause 76 Deactivating a Clause 77 Managing Document Templates 79 Uploading a New Document Template 79 Viewing and Modifying a Document Template 80 Deactivating a Document Template 81 Managing Templates 83 Creating a New Template 83 Viewing and Modifying an Template 84 Deactivating an Template 85 EXPORT / IMPORT 87 Download Word Ribbon 87 APPENDIX A - SYNTAX 88 Workflow and System Placeholders 88 Tables 88 Triggers 89 Placeholders List 90 APPENDIX B - ADVANCED TRIGGER DESIGN 94

4 3 Introduction 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 management rights, covering the creation and management of products, workflows, and resources to be used in the submission process. Guide Click a link to jump to the appropriate section. Using the System Products Building Workflows Additional Resources Export / Import How to navigate the system and use common features. Creating products in the system, used to group and categorize submissions. Creating fields, panels, screens, and workflows for entering submissions. Creating other resources used in the setup of master covers. Downloading the Word Ribbon for use in creating document templates.

5 4 Using the System This section details the general use and navigation of the system and common features. Click a link to jump to the appropriate section. Accessing the System Home Page Profile Using Calendar Lookups Using Grids to Filter and Sort Data Logging in and out of the system, as well as changing your password and resetting a forgotten password. Viewing the Home Page and using the optional features. Managing your personal information, company information, and system options. Selecting precise dates from the built-in calendars. Managing and sorting large amounts of data using the grid tables.

6 5 Accessing the System The Bridge Insurance System uses a secure login page to control access to the system. Logging In Using an Access If this is your first time logging in, you should have received the URL of the website, as well as an containing an access link into the system. You will also receive an access when your password is reset by an administrator, or when you reset your own password through your user profile or the Forgot Your Password feature. Click the link in the access to open the Set Password page. Note: Some systems may break the link into multiple lines. If you have difficulties using the link, highlight the full link (not including the quotes) then copy and paste it into your web browser's address bar. Enter your address, and choose a New Password, then enter the same password in the Confirm Password field. Please note that passwords are case sensitive, and must be entered exactly the same way in both fields. Next, you will need to read and accept the Terms Of Use. In the Terms of Use menu, select if you accept the terms or do not accept. You will need to accept the terms in order to use the system. Click Submit.

7 6 If the New Password is not acceptable, an error message will appear detailing what must be changed. Enter a new password into both fields and click Submit again. Normal Login Once a password has been defined, you can access the system normally through the login page. Note: For ease of access, a bookmark to the login page can be made in your favorites. However, the bookmark should be created before logging in. Using a bookmark created after login, or using the history option to return to the site, may try to access a page that no longer exists. Enter your address and Password, then click Logon. Resetting a Password There are two ways to reset your own password. Click Profile in the main menu to view your profile information. Click the Assign Password button to reset your password and send an access to your registered address. On the login page, click the Forgot Your Password? link. Enter your address, then click Submit to reset your password and send an access to your registered address. See the instructions above for Logging In Using an Access . Logging Off When you have completed your work, click Log Off in the main menu to exit the system and close the session. If you close the window without logging off, your session will remain active until the system times out. To maintain the security of your account, you should Log Off.

8 7 Home Page The Home page will be the first page opened when you log into the system, and can be accessed directly by selecting Home in the main menu. The content of the home page can be customized in your profile settings, where you can choose which of the available features will be displayed. See the Profile section for more information. If active, the Welcome Text will be displayed. This may be the default content, or may be a custom message or instructions related to the portal and products. If active, the Submission/Policy List will display all available submissions and policies. Click a link in the Term ID / Policy No. column to view an existing submission or policy, or click Create to begin the process of creating a new submission.

9 8 If active, the Notes & Follow Ups grid will display any notes that are due for follow up. By default, only notes with scheduled follow ups that are due or past-due will be displayed. Clearing the filters will display all available notes. Click a link in the Created On column to view a note.

10 9 Profile The Profile page is used to manage your personal information and preferences, as well as resetting your password. Click Profile in the main menu. The Profile page opens. First Name/Last Name Phone The name in the account will be linked to any work done using the account. Both fields are required. The address is required, and should be kept current. This address will be used to send any notifications, as well as new access links if the password is forgotten. Use Browser Settings This feature is not in use. Cultural Settings The phone number is not required, but is recommended. This feature is not in use. Display Welcome Page Content Selects whether or not the greetings and instructions will be displayed. Note: The Welcome Page content may have been customized to provide important information or instructions. Please review the content before deactivating it.

11 10 Display Submissions/Policies Panel Display Notes & Follow Ups Panel Selects whether or not to display the grid containing all available submissions and policies. Selects whether or not to display the grid containing any notes or follow ups requiring action. Note: The submission and notes options will only be available to users with the necessary rights to view submissions and notes, respectively. Click Save to save the current settings, click Close to return to the home page without saving the changes, or click Save & Close to save the settings and return to the home page. Click Assign Password to reset your password and send an access to your registered address. See the section on Logging In Using an Access for details. Click Company Info to view your company's profile information. Type Name Client Code Displays the company type. Displays the company name. Displays a unique identifier code for the company. This is used for integration purposes. Phone Fax Website Displays the company phone number. Displays the company Fax number. Displays the URL of the company's website. Primary Contact Displays the primary contact, selected from the available users registered to the company.

12 11 The Address panel displays the full address of the company. The Submission/Policy List displays all submissions and policies available to the company. Click a link in the ID / Policy No. column to view a submission or policy. The Master Covers list displays all master covers available to the company. The Users list displays all users under the company.

13 12 Click a link in the Last Name column to view the user information, or click Create to create a new user. Active Created By Last Modified By Marks the company as active and available for use. If unchecked, the company will remain linked to any existing records, but cannot be used for new accounts or transactions. Identifies the date and time the company record was created, and the user who created it. Identifies the last date and time the company record was changed, and the user who made the changes. Click Save to save any changes and remain on the page, click Save & Close to save and return to the profile page, or click Close to return to the profile page without saving any changes.

14 13 Using Calendar Lookups The Calendar feature appears throughout the system, marked with the icon. The date may be manually typed in the text box or it may be selected by using the Calendar lookup. 1. Click the lookup icon to open the calendar. 2. Go forward or back one month at a time using the arrows in the top right and left. 3. To select a specific month, click the month and year at the top of the window. The Month Selection opens. 4. Go forward or back one year at a time using the arrows in the top right and left, then click the month to select it. 5. To select a specific year, click the year at the top of the window. The Year Selection opens.

15 14 6. Go forward or back ten years at a time using the arrows in the top right and left, then click the year to select it. 7. At any time, the Today link at the bottom of the window will return to the current date. 8. Click the day in the calendar to close the window and insert that date in the field. Note: Due to differences in international date formats, entering a date manually in the wrong format could result in an incorrect date. Using the calendar lookup ensures that the correct date is being entered.

16 15 Using Grids to Filter and Sort Data While some sections include simple tables of data that can be sorted by clicking the header, other sections may have multiple pages of complicated information that requires specific control. This is achieved using the advanced filter and sorting options of the grid. Setting Filters The filter option can be used to filter the data in a column, displaying entries that match or do not match a specified option or text. Note: If the filter options are not shown, right click any column header and select Filter Bar from the menu. 1. Click the filter icon to open the filter menu. The available options will depend on the type of data in the column. Not Set Greater Than Greater Than or Equal To Less Than or Equal To Less Than No filter will be applied to the column. For dates and numerical values, displays entries that exceed the filter value. For dates and numerical values, displays entries that match or exceed the filter value. For dates and numerical values, displays entries that match or are less than the filter value. For dates and numerical values, displays entries that are less than

17 16 Equals To Does Not Equal To Like Does Not Like Contains Does Not Contain Is Null Is Not Null Is Empty Is Not Empty Apply All Filters Clear This Filter Clear All Filters the filter value. Only displays entries that match the filter text exactly. Only displays entries that do not match the filter text exactly. Displays all entries that start with the filter text. Displays all entries that do not start with the filter text. Displays all entries that contain the filter text. Displays all entries that do not contain the filter text. Displays entries that do not include the field being filtered. Displays entries that include the field being filtered, even if that field is empty. Displays entries that include the field being filtered, but the field is empty. Displays entries that contain any value in this column. If the data has been changed, this option will refresh the filters. Clears the filter text and sets the filter type to Not Set. Clears all filter text on the current page and sets all filter types to Not Set. 2. Click in the space to the left of the filter icon to enter the filter text. Results will be displayed based on the chosen filter type in relation to this text. If no filter has been selected, a default filter will be applied, suitable to the type of data in the column. If the column is for dates, then a calendar lookup can be opened using the down arrow icon. 3. Press Enter when the filter text is in place, and the filter will be applied. 4. The filter text and filter type can be modified as needed to locate the required entries. Sorting Data Clicking the header of a column once will sort the data in ascending order, marked by an up arrow. Clicking the column again will sort by descending order, marked by a down arrow. Clicking a third time will remove the sorting, restoring the data to its default order. The sorting options can also be reached by right-clicking any column header.

18 17 Sort A to Z Sorts the column in ascending order. Sort Z to A Sorts the column in descending order. Navigating Multiple Pages of Data If the data in a grid extends to multiple pages, the navigation buttons in the bottom right of the table can be used to move from page to page. Go to the beginning or end of the list using the First Page or Last Page buttons. Move forward or backward one page at a time using the Previous Page or Next Page buttons. Click the down arrow next to the page number to jump directly to a specific page. Configuring Grids The grids can be adjusted to suit your personal preferences. The width of the columns, the order of the columns, and even what columns to include, can all be set. To manually adjust the width of the columns, click on a dividing line between the column headers and drag it left or right to the desired width. To automatically widen a column, right-click on the column header and select Best Fit. The column will be widened to fit the longest entry in that column.

19 18 The order of the columns can be quickly changed by clicking the header of a column and dragging it to the preferred location. Columns can be added and removed as necessary. To quickly remove a column, right-click on the column header and select Remove This Column. To choose which columns to include or exclude, right click on any column header and highlight Select Columns. A list of available fields will expand. Select or de-select any columns, then choose Apply Changes. The grid will be refreshed with the chosen columns. Once the grid has been configured, the setup can be saved so that it will be applied each time the grid is displayed. Click Save Custom View to save the configuration. If the configuration is not saved, the grid will be displayed in its default configuration (or the last saved configuration) each time it is displayed. Choose Restore Default View to return the grid to its default configuration, deleting any saved preferences. Notes: Saving or resetting custom configurations for one grid will not affect other grids within the system. The settings for each grid are maintained separately. However, the settings will be applied for the same grids accessed through different portals. Some grids within the system cannot be customized. Right-clicking the header will not open the configuration menu. Exporting Grid Data The content of a grid can be exported in a variety of formats, useful for reports or record keeping.

20 19 The visible content of the grid will be included in the export, so columns can be added, removed, and reorganized, and all data can be filtered and sorted. The export will include the information as it is displayed. Once all data is ready for export, click the Export Grid button view the export options. in the bottom right of the grid to Export root table Export selected child table HTML PDF XML EXCEL TIFF RTF TEXT Portrait / Landscape This option is selected by default and cannot be changed. This option is unavailable. Exports the data into a new browser window. Exports the data as a PDF file that will open in a new browser window. Exports the data in XML format into a new browser window. Generates an Excel file that can be saved or opened. Generates a graphic file in TIFF format that can be saved or opened. Generates an RTF file that can be saved or opened. Exports the data in Txt format into a new browser window. If the selected export format supports page formatting, this option will define if the output should be in portrait or landscape orientation. Click Export Now to export the grid data with the selected settings. For formats that generate a file, a standard Save / Open dialogue box will appear. Select if you want to Open the file in a suitable program, Save the file to your computer, or Cancel the export.

21 20 Products A Product is used to set options for all master covers assigned to that product. It is also used to group master covers for reporting purposes. Creating a New Product 1. In the main menu, select Product Design, then select Products. A list of all available products is displayed. Note: By default, only Active products will be displayed. Clear the filter in the Status column to view all products. 2. Click Create. The Product Management page opens. 3. Fill in the necessary information. Name Enter the name of the product. This is the internal name, used to

22 21 Code Description Primary Premium Product Group Line of Business select this product when creating or editing a master cover. This is an internal reference name which will be generated by the system when the product is saved. Enter a description of the product. Select a Premium Type to be used as the primary premium for use in reports. For information on creating premium types, click here. Select a Product Group. The available options are defined by an internal list, and can be used for reporting purposes. Select a Line of Business from the list of industry presets. 4. Click Add to save the product but remain on the page, click Add & Close to save the product and return to the product list, or click Close to return to the product list without saving the product. Viewing and Modifying a Product 1. In the main menu, select Product Design, then select Products. A list of all available products is displayed. Note: By default, only Active products will be displayed. Clear the filter in the Status column to view all products. 2. Click a link in the Name column to view the product details. If there are a large number of available products, see the section on Using Grids for help on finding the appropriate product. 3. See the section on Creating a New Product for a detailed description of the fields. All fields may be edited, if necessary.

23 22 Active Created By Last Modified By Marks the product as active and available for use. If unchecked, the product will remain linked to any existing master covers, but cannot be used for new master covers. Identifies the date and time the product was created, and the user who created it. Identifies the last date and time the product was changed, and the user who made the changes. 4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the product list, or click Close to return to the product list without saving any changes. Deactivating a Product Once created, a product cannot be deleted. It can be deactivated, which leaves it linked to any existing master covers, but prevents it from being used for new master covers. 1. In the main menu, select Product Design, then select Products. A list of all available products is displayed. Note: By default, only Active products will be displayed. Clear the filter in the Status column to view all products. 2. Locate the product or products to be deactivated. If there are a large number of available products, see the section on Using Grids for help on finding the appropriate products. 3. Check the boxes for all products to be deactivated.

24 23 4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected products will be deactivated. If the product list is still defaulted to only show active products, they will disappear from the list. Note: Individual products can also be deactivated or reactivated directly through the product record. See the section on Viewing and Modifying a Product for details.

25 24 Building Workflows The Bridge system allows the submission process to be completely built and customized to the exact needs of the licensee. Different products can have similar workflows, with just a few minor differences, or follow entirely unique paths, all within the same system. A workflow is built in stages. Fields are created and grouped into panels, panels are assembled into screens, and screens are assigned to workflows. Custom lists can be created for fields with multiple options. When a new workflow is created, or when changes are made to an existing workflow, it must then be Published to make the workflow or changes available for use. This allows extensive changes to be made to a workflow without interrupting live users, then applying all changes in one action. Managing Option Lists Managing Fields Managing Panels Managing Screens Managing Workflows Creating the options to be available under menu, list, and lookup fields. Creating individual fields to be included in the workflow. Defining panels to group one or more related fields. Defining screens to assemble various panels in a workflow. Assigning a screen to a product workflow.

26 25 Managing Option Lists Certain types of field on the submission form provide multiple options. An option list is created and can then be selected during the creation of the field. Creating a New Option List 1. In the main menu, select Product Design, then select Option Lists. A table of all available option lists is displayed. Note: By default, only Active lists will be displayed. Clear the filter in the Status column to view all lists. 2. Click Create. The Option List Management page opens. 3. Fill in the necessary information. Name Description Line of Business Enter the name of the list. This is the internal name, used to select this list when assigning it to a field. This name will not appear on the form itself. Enter a description of the list. Select a Line of Business from the list of industry presets, or select All to make the list available to all lines.

27 26 System Library Correlated Parent Field Check this box to make the list available for use in other submission forms. Correlated fields cause the selection of any option in the parent field to define the available options in the child field. Check the Correlated checkbox if this field will be used as the parent or child. This option is only available for certain types of list. Select the appropriate options in the Data Source Properties panel (below) before defining a correlation. If this field is to be a child field in a correlated pairing, select the parent field from this list. Type Select the source of the list information. Static All items in the list will need to be added in the Option List Items grid below. Existing Resource The list will be selected from an internal data table, and can be customized in the Option List Items section below. Resource Type Select the specific type of data to be included in the list. Custom Available when Static is selected as the Type. This option should be selected for general-use lists. Lists of this type can be correlated. Attachment Type Available when Static is selected as the Type. When attached to a master cover, this list will define the choices available for attachment types under that master cover. Note Type Available when Static is selected as the Type. When attached to a master cover, this list will define the choices available for note types under that master cover. Limit Type Available when Static is selected as the Type. When attached to a master cover, this list will define the choices available for limit types under that master cover. Deductible Type Available when Static is selected as the Type. When attached to a master cover, this list will define the choices available for deductible types under that master cover. Lost Quote Reason Available when Static is selected as the Type. When attached to a master cover, this list will define the choices available when marking a quote as Lost. Reinstatement Reason Available when Static is selected as the Type. When attached to a master cover, this list will define the choices available when reinstating a cancelled policy. Country Available when Existing Resource is selected as the Type.

28 27 This populates the list with all countries registered in the system. The final list can be customized in the Option List Items section. State Available when Existing Resource is selected as the Type. This populates the list with all states and provinces registered in the system. The final list can be customized in the Option List Items section. Lists of this type can be correlated. Currency Available when Existing Resource is selected as the Type. This populates the list with all currencies registered in the system. The final list can be customized in the Option List Items section. Lists of this type can be correlated. This version of the Option List Items section is used when Static is selected as the field Type. Each item to be included in the list must be entered individually. a) Click in the field marked Please click here to add new row. b) Enter the Label of the list item. This is the text that will appear in the list in the submission form. c) The Code field(s) will be generated by the system when the option list is saved. d) Enter a Sequence number. This will determine the item's position in the list, with lower numbers appearing first. Note: It is advisable to leave gaps between the sequence numbers, such as 5, 10, 15. This allows new items to be added to the list at a later date, inserted between existing items. Otherwise, the sequence numbers of existing items will need to be changed to allow for the new addition. e) If the list is correlated, the Parent Option column will be included. For each item in the list, select an associated option from the chosen Parent Field. f) Press the Tab key from the Sequence field or click outside the table to add the item to the list. The item will be highlighted in yellow to indicate that it has not been accepted yet.

29 28 g) Repeat steps a to f to add additional list items. h) Once all items have been added, right-click inside the table and select Accept All Changes. This will save the current table. This version of the Option List Items section is used when Existing Resource is selected as the field Type. Depending on the chosen Resource Type, one or more items may be available in the list. Select which items will be Included or Excluded. Use the double right arrow to add all items to the Included list. Use the double left arrow to remove all items from the Included list. Select one or more items in the Excluded list, and click the right arrow to add them to the Included list. Select one or more items in the Included list, and click the left arrow to remove them from the Included list. Use the up and down arrows to the right of the Included list to change the order of the included items. Note: To select and move several items at once, select one item then hold the Shift key and select another item to select all items in between, or hold the Ctrl key to select individual items. 4. Click Add to save the option list but remain on the page, click Add & Close to save the option list and return to the option list table, or click Close to return to the option list table without saving the option list. Viewing and Modifying an Option List 1. In the main menu, select Reference, then select Option Lists. A table of all available option lists is displayed.

30 29 Note: By default, only Active lists will be displayed. Clear the filter in the Status column to view all lists. 2. Click a link in the Name column to view the list details. If there are a large number of available lists, see the section on Using Grids for help on finding the appropriate list. 3. See the section on Creating a New Option List for a detailed description of the fields. Some options can be edited, and others are grayed out and cannot be changed. To remove list items, right-click on the item in the table, and select Delete. The item will be marked in red, and will be removed when the list is saved. Active Created By Last Modified By Marks the option list as active and available for use. If unchecked, the list will remain linked to any existing forms, but cannot be attached to new fields. Identifies the date and time the option list was created, and the user who created it. Identifies the last date and time the option list was changed, and the user who made the changes. 4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the option list table, or click Close to return to the option list table without saving any changes. Deactivating an Option List Once created, an option list cannot be deleted. It can be deactivated, which leaves it linked to any existing forms, but prevents it from being used for new fields.

31 30 1. In the main menu, select Reference, then select Option Lists. A table of all available option lists is displayed. Note: By default, only Active lists will be displayed. Clear the filter in the Status column to view all lists. 2. Locate the list or lists to be deactivated. If there are a large number of available lists, see the section on Using Grids for help on finding the appropriate lists. 3. Check the boxes for all lists to be deactivated. 4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected lists will be deactivated. If the table is still defaulted to only show active lists, they will disappear from the table. Note: Individual option lists can also be deactivated or reactivated directly through the list record. See the section on Viewing and Modifying an Option List for details.

32 31 Managing Fields Individual fields are one of the most basic components of the workflow, each one capturing an element of the submission information. Creating a New Field 1. In the main menu, select Product Design, then select Fields. A list of all available fields is displayed. Note: By default, only Active fields will be displayed. Clear the filter in the Status column to view all fields. 2. Click Create. The Field Management page opens. 3. Fill in the necessary information. Name Enter the name of the field. This is the internal name, used to

33 32 Code External Code Control Type select this field when connecting it to other elements of the form. This name will not appear on the form itself. This is an internal reference name which will be generated by the system when the field is saved. This field is used for integration between Bridge and external systems. For integration with the Genoa system, this code should match the Client Code field in the related custom field (EDF) in Genoa. The code should not include spaces. Any spaces will be removed when the field is saved. Select the type of field. Checkbox A single checkbox, that can be checked or unchecked. Checkbox Group A group of two or more checkboxes, arranged horizontally, where each one can be checked or unchecked. Drop Down A drop down list, where only one option can be selected. Label This option displays the text entered in the Default field, and cannot be changed by the user. This can be used to insert additional information into the form. Text must be entered in the Default field, and will wrap around according to the selected Size. Multi Select A list of checkboxes, arranged vertically, allowing one or more items to be checked. Radio Buttons A group of two or more options, where only one can be selected. Rich Text A large text-entry field with formatting tools to display and produce rich text content. Formatting in these fields

34 33 will be maintained when the data is pulled into generated documents. Text Area A multi-line box used for blocks of simple text. Textbox A single-line field for simple text. Textbox (Decimal) Used for numerical values that may include decimals. If a Rounding Precision (see below) is not specified, the field will default to two decimal points. Textbox ( ) A single-line field for one or more addresses. Multiple addresses should be separated by commas. The system will validate that all addresses are properly formatted. Textbox (Integer) Used for numerical values, but only accepts whole numbers. Date Picker A field where the date can be entered manually, or selected from a calendar lookup. Include Exclude List Creates two fields with controls to move items between the Include and Exclude sides.

35 34 Option Lists Size For control types that include multiple options, select the list of options to be available. The option list should be created first. See the Managing Option Lists section for details. Select the size of the field. This can be applied to the Label, Text Area, Text Box, Textbox (Decimal), Textbox ( ), and Textbox (Integer) control types. Note: Small size is not supported for Text Area and Textbox ( ), and Large size is not supported for Textbox (Decimal) and Textbox (Integer). Small The field will be 124 pixels wide, including any scrollbars. Medium The field will be 274 pixels wide, including any scrollbars. Large The field will be 399 pixels wide, including any scrollbars. Height Page Width This option is currently inactive. For multi-line fields, this selects the height of the box. This can be applied to the Include Exclude List, Rich Text, and Text Area control types, and the exact height varies for each. Short For Include Exclude List fields, the height will be 135 pixels, including the scrollbars and labels. For Rich Text fields, the height will be 288 pixels, including the header and tool box. For Text Area fields (displayed below), the height will be 56 pixels. Medium For Include Exclude List fields, the height will be 255

36 35 pixels, including the scrollbars and labels. For Rich Text fields, the height will be 538 pixels, including the header and tool box. For Text Area fields (displayed below), the height will be 147 pixels. Tall For Include Exclude List fields, the height will be 495 pixels, including the scrollbars and labels. For Rich Text fields, the height will be 838 pixels, including the header and tool box. For Text Area fields (displayed below), the height will be 277 pixels. Fixed Height when Read-Only Line of Business This option applies to the Rich Text control type, and controls how the field is displayed when in read-only mode (either as a default setting or due to a field override rule). When checked, the field will always display at the height selected above. A scrollbar will be available if the content exceeds the size of the field. When unchecked, the field height will shrink or expand to match the content of the field. Select a Line of Business from the list of industry presets, or select All to make the field available to all lines.

37 36 System Library Correlated Parent Field This option is currently inactive. Correlated fields cause the selection of any option in the parent field to define the available options in the child field. Check the Correlated checkbox if this field will be used as the parent or child. If this field is to be a child field in a correlated pairing, select the parent field from this list. ACORD Field This feature is currently not in use. Label Text Help Text Enter the label that will appear next to the field in the submission form. Enter the help text that will be shown when the user clicks on the Help icon next to the field. If no help text is provided, the Help icon will not be shown.

38 37 Required Read-Only Hidden Rate Driver Available for Triggers Available for Reports Maximum Length If checked, the user will need to complete the field before they can submit the form for a quote. The form can be saved without required fields, but cannot be quoted. If checked, the field will display its current or default value, and cannot be changed. Rules can be defined to override this behavior based on user type or certain circumstances. If checked, the field will not be displayed on the submission form. Rules can be defined to override this behavior based on user type or certain circumstances. If checked, the field can be selected when setting up rates calculations. This option is only available for numeric fields. If checked, the field can be selected when setting up a trigger. If checked, this field will be available for use in reports (such as Cognos). This value defines the maximum number of characters that can be entered in the field. When a user is entering information, the cursor will stop at the set number of characters. If pasting information into the field, only the set number of characters will be pasted. This option will only function for TextBox and Textbox ( ) control types.

39 38 Rounding Precision Scale Calculated Calculated Field Formula This value defines the number of decimal spaces permitted in the field. If a user attempts to enter a value with too many decimal spaces, an error message will ask that they correct the value. This option is currently inactive. If checked, the value of the field will be calculated from other fields instead of taking user input directly. If Calculated has been checked, the formula should be entered in this field. Please see the supplementary guide Calculated Field Reference Guide for detailed instructions on preparing formulas. Default If the field should contain a default value, enter it here. When viewing settings for a Rich Text Field type, the Default box will have additional functionality. Please see the Setting Default Values for Rich Text Fields section below. 4. Click Add to save the field but remain on the page, click Add & Close to save the field and return to the fields list, or click Close to return to the fields list without saving the field. Setting Default Values for Rich Text Fields When viewing the configuration for Rich Text Field types, the Default box will have additional functionality. All text can be formatted using the options in the toolbar. Existing clauses can be inserted from the clause library.

40 39 1. Click Import Content. The Import Content page opens. 2. Select a clause from the Clause Library field. Click on the View link to preview the selected clause. 3. Click Import to return to the Field Management page and insert the clause at the end of the current default text, or click Close to return to the Field Management page without adding the clause. 4. Click Save once the default text is complete. Viewing and Modifying a Field 1. In the main menu, select Product Design, then select Fields. A list of all available fields is displayed. Note: By default, only Active fields will be displayed. Clear the filter in the Status column to view all fields. 2. Click a link in the Name column to view the field details. If there are a large number of available fields, see the section on Using Grids for help on finding the appropriate field. 3. See the section on Creating a New Field for a detailed description of the fields. All fields may be edited, if necessary, except for the System Reference name. The Status panel is included once the field has been saved.

41 40 Active Created By Last Modified By Marks the field as active and available for use. If unchecked, the field will remain linked to any existing forms, but cannot be used for new forms. Identifies the date and time the field was created, and the user who created it. Identifies the last date and time the field was changed, and the user who made the changes. 4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the fields list, or click Close to return to the fields list without saving any changes. Deactivating a Field Once created, a field cannot be deleted. It can be deactivated, which leaves it linked to any existing forms, but prevents it from being used for new forms. 1. In the main menu, select Product Design, then select Fields. A list of all available fields is displayed. Note: By default, only Active fields will be displayed. Clear the filter in the Status column to view all fields. 2. Locate the field or fields to be deactivated. If there are a large number of available fields, see the section on Using Grids for help on finding the appropriate fields. 3. Check the boxes for all fields to be deactivated.

42 41 4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected fields will be deactivated. If the fields list is still defaulted to only show active fields, they will disappear from the list. Note: Individual fields can also be deactivated or reactivated directly through the field record. See the section on Viewing and Modifying a Field for details.

43 42 Managing Panels Panels are used to collect multiple fields, usually related, into a group for use on the submission form. Panels are also used to define specific behaviors depending on a variety of factors such as the status of the submission or policy, the type of business, or the security settings of the user viewing the submission or policy. Individual behavior settings can also be applied to each of the fields attached to the panel, and will override the default settings of the fields when the conditions are met. Panels can be manually collapsed and expanded using the and icons or by clicking in an empty area of the panel header, and they can be set to appear in collapsed form by default. Creating a New Panel 1. In the main menu, select Product Design, then select Panels. A list of all available panels is displayed. Note: By default, only Active panels will be displayed. Clear the filter in the Status column to view all panels. 2. Click Create. The Panel Management page opens. 3. Fill in the necessary information.

44 43 Name Code Panel Label Text Help Text Line of Business Control Type Enter the name of the Panel. This is the internal name, used to select this panel when connecting it to other elements of the form. This name will not appear on the form itself. This is an internal reference name which will be generated by the system when the panel is saved. Enter the label that will be shown at the top of the panel. When the panel is collapsed, this label is the only part that shows, so the label should be descriptive enough for users to locate the fields they need. Enter the help text that will be shown when the user clicks on the Help icon in the panel header. Select a Line of Business from the list of industry presets, or select All to make the panel available to all lines. Select the format of the panel. Grid The fields will be aligned in a standard grid, with all common grid functions. An Add button will open a details page, allowing the user to add multiple rows of data. Clicking an entry in the grid will open the details page for that entry. Form The fields will be arranged in a standard page format, in order from the top down. Premium Grid Like a standard grid, the user can add rows of data. However, two extra columns will be added to calculate the Term Premium and Transaction Premium for each row. Note: A normal user can add entries to a Premium Grid, but only users with the ability to delete premium values can delete an entry. This does not apply to the normal grid. System Library Check this box to make the panel available for use in other submission forms. 4. Select the fields that will be included in the panel. The Fields grid displays all currently attached fields, and their settings. Click Add Field. The Field Selection page opens.

45 44 a) Select the field from the Name dropdown list. The list displays the names of the fields, and not the labels that appear on the submission form. b) Enter a Sequence number. This will determine the field's position in the panel, with lower numbers appearing first. Note: It is advisable to leave gaps between the sequence numbers, such as 5, 10, 15. This allows new fields to be added to the list at a later date, inserted between existing fields. Otherwise, the sequence numbers of existing fields will need to be changed to allow for the new addition. c) The Display in Grid checkbox controls where the field will be displayed. If checked, the field will be included in the grid on the main submission form, as well as in the details page. If unchecked, the field will not be included in the grid, and will only be accessible through the details page. This option is not available for Form style panels, or when adding Rich Text fields. d) Click Add & New to save the field and clear the form to add additional fields, click Add & Close to save the field and return to the panel details, or click Close to return to the panel details without saving the field. 5. By default, each panel is open, visible, and editable at all stages and statuses of the submission or policy. The Panel Behavior Override is used to create rules that change the behavior based on a variety of options. The table lists all currently defined rules. Click Add Panel Behavior. The Panel Behavior Override page opens. a) Complete the necessary details to define the rule.

46 45 Select how the panel will behave under the defined circumstances. Collapsed Hidden Read-Only The panel will start out collapsed when the form is displayed. The user can still expand the panel to display the fields. The panel will not be shown in the form, although it will still be present for use in triggers, calculated fields, and generating documents. The panel can be viewed, but cannot be edited. The Trigger menu is used to assign a trigger to the rule. The rule will only be applied if the trigger evaluates as true. Notes: Use caution when creating override rules for panels that contain fields used in triggers. It can create circumstances where users will trigger changes in a form that they cannot undo. When a user makes changes in a form that will trigger an override rule, it will not occur immediately. The rule will be applied when any action is taken that saves the form. If a panel is hidden by a triggered override rule, all fields in that panel will retain their current value. Select the type of transaction the rule will apply to. New Business Endorsement Renewal Cancellation The original version of a submission or policy. A modification to a bound policy. A renewal for an expired policy. A cancelled policy.

47 46 Reinstatement A policy that was reinstated after being cancelled. Select the status of submission or policy the rule will apply to. Incomplete Quoted Referred Bound Declined Indication Provided Underwriting Required Payment Pending Lost A submission that has not yet been submitted for quote, or is open for editing. A submission that has been quoted and is ready to be bound. A submission that does not meet the requirements of the master cover and has been submitted to the insurance representatives for review. A policy that has been bound. A quote request or referral that has been declined. A preliminary quote has been issued, which cannot be bound. A full quote must still be requested, possibly requiring additional information. A submission that does not meet the requirements of the master cover and must either be corrected or submitted to the insurance representatives for review. A submission that is awaiting payment before being bound. A quote that has been marked as lost business. Select the types of user the rule will apply to. The user viewing the form must have one or more of the selected security roles in order for the rule to be applied. Note: At least one option must be selected in each category. For a rule to apply to all options in a category, all boxes must be checked.

48 47 b) Click Add & New to save the rule and clear the form to add additional rules, click Add & Close to save the rule and return to the panel details, or click Close to return to the panel details without saving the rule. 6. When each field was created, default behavior was defined. The Field Behavior Override is used to create rules that change the behavior based on a variety of options. The table lists all currently defined rules. Click Add Field Behavior. The Field Behavior Override page opens. a) Complete the necessary details to define the rule. Select the fields the rule will apply to. All required fields should be added to the panel before defining the rules. If any fields are added to the panel that should be included in an existing rule, the rule will need to be edited to select the new fields. Select how the field will behave under the defined circumstances. For each option select Yes to apply the behavior, No to not apply it, or Not Applicable to indicate that this behavior should not be changed by this rule. Required Hidden Read-Only The field must be completed before the user can submit the form. The field will not be shown in the form. The field can be viewed, but cannot be edited.

49 48 The Trigger menu is used to assign a trigger to the rule. The rule will only be applied if the trigger evaluates as true. Notes: Use caution when creating override rules for fields that are used in triggers. It can create circumstances where users will trigger changes in a form that they cannot undo. When a user makes changes in a form that will trigger an override rule, it will not occur immediately. The rule will be applied when any action is taken that saves the form. If a field is hidden by a triggered override rule, it will retain its current value. When hiding a field included in a grid, the field will be hidden when viewing the details page for an entry, but the column will remain visible when viewing the grid itself. Select the type of transaction the rule will apply to. New Business Endorsement Renewal Cancellation Reinstatement The original version of a submission or policy. A modification to a bound policy. A renewal for an expired policy. A cancelled policy. A policy that was reinstated after being cancelled. Select the status of submission or policy the rule will apply to. Incomplete A submission that has not yet been submitted for quote, or is open for editing.

50 49 Quoted Referred Bound Declined Indication Provided Underwriting Required Payment Pending Lost A submission that has been quoted and is ready to be bound. A submission that does not meet the requirements of the master cover and has been submitted to the insurance representatives for review. A policy that has been bound. A quote request or referral that has been declined. A preliminary quote has been issued, which cannot be bound. A full quote must still be requested, possibly requiring additional information. A submission that does not meet the requirements of the master cover and must either be corrected or submitted to the insurance representatives for review. A submission that is awaiting payment before being bound. A quote that has been marked as lost business. Select the types of user the rule will apply to. The user viewing the form must have one or more of the selected security roles in order for the rule to be applied. Note: At least one option must be selected in each category. For a rule to apply to all options in a category, all boxes must be checked. b) Click Add & New to save the rule and clear the form to add additional rules, click Add & Close to save the rule and return to the panel details, or click Close to return to the panel details without saving the rule. 7. Click Add to save the panel but remain on the page, click Add & Close to save the panel and return to the panels list, or click Close to return to the panels list without saving the panel. Viewing and Modifying a Panel 1. In the main menu, select Product Design, then select Panels. A list of all available panels is displayed.

51 50 Note: By default, only Active panels will be displayed. Clear the filter in the Status column to view all panels. 2. Click a link in the Name column to view the panel details. If there are a large number of available panels, see the section on Using Grids for help on finding the appropriate panel. 3. See the section on Creating a New Panel for a detailed description of the fields. All fields may be edited, if necessary, except for the System Reference name and Control Type. To remove a field or behavior override rule, check the box next to the field or rule, then click the Delete button below the grid. Active Created By Last Modified By Marks the panel as active and available for use. If unchecked, the panel will remain linked to any existing forms, but cannot be used for new forms. Identifies the date and time the panel was created, and the user who created it. Identifies the last date and time the panel was changed, and the user who made the changes. 4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the panels list, or click Close to return to the panels list without saving any changes. Deactivating a Panel Once created, a panel cannot be deleted. It can be deactivated, which leaves it linked to any existing forms, but prevents it from being used for new forms.

52 51 1. In the main menu, select Reference, then select Panels. A list of all available panels is displayed. Note: By default, only Active panels will be displayed. Clear the filter in the Status column to view all panels. 2. Locate the panel or panels to be deactivated. If there are a large number of available panels, see the section on Using Grids for help on finding the appropriate panels. 3. Check the boxes for all panels to be deactivated. 4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected panels will be deactivated. If the panels list is still defaulted to only show active panels, they will disappear from the list. Note: Individual panels can also be deactivated or reactivated directly through the panel record. See the section on Viewing and Modifying a Panel for details. Copying a Panel To save time when creating similar panels, an existing panel can be copied under a new name. 1. In the main menu, select Reference, then select Panels. A list of all available panels is displayed. Note: By default, only Active panels will be displayed. Clear the filter in the Status column to view all panels.

53 52 2. Click a link in the Name column to view the panel details. If there are a large number of available panels, see the section on Using Grids for help on finding the appropriate panel. 3. Click the Copy button. The Copy Management page opens. 4. Enter the Name of the new panel. 5. Click Save to save the new panel and remain on the page, click Save & Close to save the new panel and return to the original panel, or click Close to return to the original panel without saving the copy. 6. The new panel will be available in the panels list, and can be edited as needed.

54 53 Managing Screens Screens are used to group panels together, building the full form that will be used to create submissions. Creating a New Screen 1. In the main menu, select Product Design, then select Screens. A list of all available screens is displayed. Note: By default, only Active screens will be displayed. Clear the filter in the Status column to view all screens. 2. Click Create. The Screen Management page opens. 3. Fill in the necessary information. Name Code Enter the name of the screen. This is the internal name, used to select this screen when connecting it to other elements of the form. This name will not appear on the form itself. This is an internal reference name which will be generated by the system when the screen is saved.

55 54 Label Help Text Line of Business System Library Enter the label that will be shown at the top of the screen. Help text is currently not available for screens. Any necessary help text can be added to individual panels and fields. Select a Line of Business from the list of industry presets, or select All to make the screen available to all lines. Check this box to make the screen available for use in other submission forms. 4. Select the panels that will be included in the screen. The Panels grid displays all currently attached panels, and their settings. a) Click in the field marked Please click here to add new row. b) Select the Name of the panel to be added. The list displays the names of the panels, and not the labels that appear on the submission form. c) Enter a Sequence number. This will determine the panel's position in the screen, with lower numbers appearing first. Note: It is advisable to leave gaps between the sequence numbers, such as 5, 10, 15. This allows new panels to be added to the screen at a later date, inserted between existing panels. Otherwise, the sequence numbers of existing panels will need to be changed to allow for the new addition. d) Press the Tab key from the Sequence field or click outside the table to add the panel to the list. The panel will be highlighted in yellow to indicate that it has not been accepted yet. e) Repeat steps a to d to add additional list items. f) Once all items have been added, right-click inside the table and select Accept All Changes. This will save the current table. 5. Click Add to save the screen but remain on the page, click Add & Close to save the screen and return to the screens list, or click Close to return to the screens list without saving the screen.

56 55 Viewing and Modifying a Screen 1. In the main menu, select Product Design, then select Screens. A list of all available screens is displayed. Note: By default, only Active screens will be displayed. Clear the filter in the Status column to view all screens. 2. Click a link in the Name column to view the screen details. If there are a large number of available screens, see the section on Using Grids for help on finding the appropriate screen. 3. See the section on Creating a New Screen for a detailed description of the fields. All fields may be edited, if necessary, except for the System Reference name. To delete a panel, right click the panel in the grid and select Delete. The panel will be highlighted in red to indicate that the changes have not been accepted. Once all changes have been made, right-click inside the table and select Accept All Changes. This will save the current table. Active Created By Last Modified By Marks the screen as active and available for use. If unchecked, the screen will remain linked to any existing forms, but cannot be used for new forms. Identifies the date and time the screen was created, and the user who created it. Identifies the last date and time the screen was changed, and the user who made the changes.

57 56 4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the screens list, or click Close to return to the screens list without saving any changes. Previewing a Screen Once a screen has been saved, it can be previewed to verify the appearance and arrangement of fields and panels. 1. In the main menu, select Product Design, then select Screens. A list of all available screens is displayed. Note: By default, only Active screens will be displayed. Clear the filter in the Status column to view all screens. 2. Click a link in the Name column to view the screen details. If there are a large number of available screens, see the section on Using Grids for help on finding the appropriate screen. 3. Click the Preview button. The preview page opens displaying the screen as it is currently configured. The standard default panels will also be included, containing placeholders for system information. 4. Click Preview to refresh the screen, or click Close Preview to return to the screen details. Deactivating a Screen Once created, a screen cannot be deleted. It can be deactivated, which leaves it linked to any existing forms, but prevents it from being used for new forms. 1. In the main menu, select Product Design, then select Screens. A list of all available screens is displayed.

58 57 Note: By default, only Active screens will be displayed. Clear the filter in the Status column to view all screens. 2. Locate the screen or screens to be deactivated. If there are a large number of available screens, see the section on Using Grids for help on finding the appropriate screens. 3. Check the boxes for all screens to be deactivated. 4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected screens will be deactivated. If the screens list is still defaulted to only show active screens, they will disappear from the list. Note: Individual screens can also be deactivated or reactivated directly through the screen record. See the section on Viewing and Modifying a Screen for details. Copying a Screen To save time when creating similar screens, an existing screen can be copied under a new name. 1. In the main menu, select Product Design, then select Screens. A list of all available screens is displayed. Note: By default, only Active screens will be displayed. Clear the filter in the Status column to view all screens. 2. Click a link in the Name column to view the screen details. If there are a large number of available screens, see the section on Using Grids for help on finding the appropriate screen. 3. Click the Copy button. The Copy Management page opens.

59 58 4. Enter the Name of the new panel. 5. Click Save to save the new panel and remain on the page, click Save & Close to save the new panel and return to the original panel, or click Close to return to the original panel without saving the copy. 6. The new panel will be available in the panels list, and can be edited as needed.

60 59 Managing Workflows The workflow assembles all components of a single submission process, and is assigned to one or more master covers. This is the final step in the workflow design process, although additional configuration can be done at the master cover level. See the Master Cover Setup guide for instructions on attaching and configuring a workflow. Creating a New Workflow 1. In the main menu, select Product Design, then select Workflows. A list of all available workflows is displayed. Note: By default, only Active workflows will be displayed. Clear the filter in the Status column to view all workflows. 2. Click Create. The Workflow Management page opens. 3. Fill in the necessary information. Name Code Line of Business Enter the name of the workflow. This is the internal name, used to select this workflow when connecting it to a master cover. This name will not appear on the form itself. This is an internal reference name which will be generated by the system when the workflow is saved. Select a Line of Business from the list of industry presets. 4. Select the screen that will be included in the workflow. The Screens grid displays the currently attached screen.

61 60 Note: At this time, only one Screen can be attached to a workflow. a) Click in the field marked Please click here to add new row. b) Select the Name of the screen to be added. c) Enter a Sequence number. d) Press the Tab key from the Sequence field or click outside the table to add the screen to the list. The screen will be highlighted in yellow to indicate that it has not been accepted yet. e) Right-click inside the table and select Accept All Changes. This will save the current table. 5. Click Add to save the workflow but remain on the page, click Add & Close to save the workflow and return to the workflows list, or click Close to return to the workflows list without saving the workflow. Viewing and Modifying a Workflow 1. In the main menu, select Product Design, then select Workflows. A list of all available workflows is displayed. Note: By default, only Active workflows will be displayed. Clear the filter in the Status column to view all workflows.

62 61 2. Click a link in the Name column to view the workflow details. If there are a large number of available workflows, see the section on Using Grids for help on finding the appropriate workflow. 3. See the section on Creating a New Workflow for a detailed description of the fields. All fields may be edited, if necessary, except for the System Reference name. To delete a screen, right click the screen in the grid and select Delete. The panel will be highlighted in red to indicate that the changes have not been accepted. Once all changes have been made, right-click inside the table and select Accept All Changes. This will save the current table. Active Created By Last Modified By Marks the workflow as active and available for use. If unchecked, the workflow will remain linked to any master covers, but cannot be used for new master covers. Identifies the date and time the workflow was created, and the user who created it. Identifies the last date and time the workflow was changed, and the user who made the changes. 4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the workflows list, or click Close to return to the workflows list without saving any changes. Publishing a Workflow While a workflow is being created or edited, changes will not be available to users immediately. To ensure that changes are implemented all at once, the workflow must be published. This will replace the existing workflow with the updated one. 1. In the main menu, select Product Design, then select Workflows. A list of all available workflows is displayed.

63 62 Note: By default, only Active workflows will be displayed. Clear the filter in the Status column to view all workflows. 2. Click a link in the Name column to view the workflow details. If there are a large number of available workflows, see the section on Using Grids for help on finding the appropriate workflow. 3. Click the Publish button. The workflow will be published and a confirmation message will be shown. Note: Publishing a workflow does not save any changes that have been made between opening the workflow and clicking Publish. If any changes have been made, click Save to save the details before publishing the workflow. Deactivating a Workflow Once created, a workflow cannot be deleted. It can be deactivated, which leaves it linked to any existing products, but prevents it from being used for new products. 1. In the main menu, select Product Design, then select Workflows. A list of all available workflows is displayed. Note: By default, only Active workflows will be displayed. Clear the filter in the Status column to view all workflows. 2. Locate the workflow or workflows to be deactivated. If there are a large number of available workflows, see the section on Using Grids for help on finding the appropriate workflows. 3. Check the boxes for all workflows to be deactivated.

64 63 4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected workflows will be deactivated. If the workflows list is still defaulted to only show active workflows, they will disappear from the list. Note: Individual workflows can also be deactivated or reactivated directly through the workflow record. See the section on Viewing and Modifying a Workflow for details.

65 64 Additional Resources The workflow and all of its components are one resource used in the creation and operation of the master covers and submission process. Other resources can also be created. Some are optional, but others are required when preparing a master cover. These resources are detailed below. Managing Premium Types Managing Triggers Managing Clauses Managing Document Templates Managing Templates Defining and modifying the different types of premium to be used in calculations and billing. Creating the conditions used by the system to make detailed logical decisions. Defining legal clauses to be used in the submission form and documentation. Importing templates to be used in the generation of system documents. Creating templates to be used for both automated and manual communications.

66 65 Managing Premium Types Multiple premium types can be defined to separate charges and premiums into as few or as many categories as you like. Every rate and charge defined in the master cover will be assigned to a premium type, enabling detailed tracking, reporting, and invoicing. Creating a New Premium Type 1. In the main menu, select Product Design, then select Premium Types. A list of all available premium types is displayed. Note: By default, only Active premium types will be displayed. Clear the filter in the Status column to view all premium types. 2. Click Create. The Premium Type Management page opens. 3. Fill in the necessary information. Name Enter the name of the premium type. This name is what will appear in the submission form and billing screens, as well as being used to

67 66 Code Description Line of Business Product select this premium type during setup. This is an internal reference name which will be generated by the system when the premium type is saved. Enter a description of this premium type. Select a Line of Business from the list of industry presets, or select All to make the premium type available to all lines. Select an available product, or select All to make the premium type available to all products. 4. Click Add to save the premium type but remain on the page, click Add & Close to save the premium type and return to the premium type list, or click Close to return to the premium type list without saving the premium type. Viewing and Modifying a Premium Type 1. In the main menu, select Product Design, then select Premium Type. A list of all available premium types is displayed. Note: By default, only Active premium types will be displayed. Clear the filter in the Status column to view all premium types. 2. Click a link in the Name column to view the premium type details. If there are a large number of available premium types, see the section on Using Grids for help on finding the appropriate premium type. 3. See the section on Creating a New Premium Type for a detailed description of the fields. All fields may be edited, if necessary.

68 67 Active Created By Last Modified By Marks the premium type as active and available for use. If unchecked, the premium type will remain linked to any master covers, but cannot be used for new master covers. Identifies the date and time the premium type was created, and the user who created it. Identifies the last date and time the premium type was changed, and the user who made the changes. 4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the premium type list, or click Close to return to the premium type list without saving any changes. Deactivating a Premium Type Once created, a premium type cannot be deleted. It can be deactivated, which leaves it linked to any existing products, but prevents it from being used for new products. 1. In the main menu, select Product Design, then select Premium Types. A list of all available premium types is displayed. Note: By default, only Active premium types will be displayed. Clear the filter in the Status column to view all premium types. 2. Locate the premium type or types to be deactivated. If there are a large number of available premium types, see the section on Using Grids for help on finding the appropriate premium types.

69 68 3. Check the boxes for all premium types to be deactivated. 4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected premium types will be deactivated. If the premium type list is still defaulted to only show active premium types, they will disappear from the list. Note: Individual premium types can also be deactivated or reactivated directly through the premium type record. See the section on Viewing and Modifying a Premium Type for details.

70 69 Managing Triggers Triggers are logical conditions that can be set to evaluate system and submission information against a set of criteria. Whether a trigger evaluates as true or false can determine if certain options are available on the submission form, if a calculation is processed a certain way, if specific data is included in an or generated document, or a variety of other options. Triggers can be nested together, creating detailed logical structures to suit any need. Creating a New Trigger 1. In the main menu, select Product Design, then select Triggers. A list of all available triggers is displayed. Note: By default, only Active triggers will be displayed. Clear the filter in the Status column to view all triggers. 2. Click Create. The Trigger Management page opens. 3. Fill in the necessary information. Trigger Name Code Enter the name of the trigger. This is the internal name, used to select this trigger when setting up related features. This name will not appear on the form itself. This is an internal reference name which will be generated by the system

71 70 Scope Workflow Universal Workflow when the trigger is saved. Select how this trigger will be available for use. Restricts this trigger to one specific workflow, selected in the next field. If selected, only fields and triggers belonging to the same workflow will be available for setting conditions. Makes the trigger available throughout the system. Only fields and triggers assigned to all lines of business will be available for setting conditions. If Workflow was selected as the Scope, select the appropriate workflow from this menu. 4. One trigger can have multiple conditions. Each condition will compare one field or one trigger to a set value. Depending on the chosen Conjunction (see below), the trigger will be true if all conditions are true (Conjunction = And) or if any condition is true (Conjunction = Or). a) Click in the field marked Please click here to add new row. b) Select the field or trigger to be checked for this condition. In order for a field to be available in this list, the field must be set as a Trigger field, and the availability must match the Scope settings selected above. See the section on Managing Fields for more information. c) The Function field is optional, and provides advanced features related to tables, dates, and compliance checks. The result of the function will be used to check the condition. Min Max Sum All Any Used for fields within a table, this will use the lowest value in the table. Used for fields within a table, this will use the highest value in the table. Used for fields within a table, this will add together all instances of the chosen field within a table. Used for fields within a table, this will check each record against the selected criteria. All records must evaluate as true for the condition to be true. Used for fields within a table, this will check each record against

72 71 Count Days From Current Months From Current Years From Current Scan - [List Name] the selected criteria. If one or more records evaluate as true, the condition will be true. Used for fields within a table, this will count the number of records in the table. The contents of the records will have no effect. This function compares the selected date field against the current system date, and returns the number of days difference. This function compares the selected date field against the current system date, and returns the number of months difference. This function compares the selected date field against the current system date, and returns the number of years difference. This is a special feature that will check the selected field for compliance with one of a series of sanction or watch lists. This feature will provide a number from 0 to 100, with 100 meaning an exact match against a restricted person, place, or company. That resulting number will be compared to the Value to determine if the condition is met. A separate condition will need to be created for each different list to be scanned. d) The Operator determines how the field or function result will be compared to the condition value. Equals Not Equals Greater Than Greater Than or Equals Less Than Less Than or Equals Contains Does Not Contain The field or function result must match the condition value exactly. The field or function result must be different from the condition value. For numeric or date fields, the field or function result must be greater than the condition value. For numeric or date fields, the field or function result must be greater than or equal to the condition value. For numeric or date fields, the field or function result must be less than the condition value. For numeric or date fields, the field or function result must be less than or equal to the condition value. For text fields, the full text of the condition value must be included anywhere in the field. For text fields, the full text of the condition value must not be included anywhere in the field. e) Enter the condition value. The field or function result will be checked against this value according to the selected operator. The type of value to use depends on the type of field being evaluated:

73 72 For text values, the text should be entered exactly as it should be evaluated. Do not enclose text in quotes or other markers unless those markers are to be included in the evaluation. For numerical values, the number should be entered without any commas or markups, other than decimals and/or minus signs (-) for negative values. For triggers or single checkboxes, the value will be Yes if the trigger evaluates as true or if the checkbox is checked. The value will be No if the trigger evaluates as false or the checkbox is unchecked. The values are not case sensitive. To evaluate any field that uses an option list (Radio Buttons, Multi-Selects, Include/Exclude Boxes, etc.) you will need to check for the codes assigned to each item in the option list. Note: Direct evaluation of date fields is currently not supported. To evaluate a date, please use a calculated field to perform a date comparison that returns a numerical value. The calculated field can then be used in the trigger. f) Select a Conjunction. If And is selected, every condition must be met for the trigger to evaluate as true. If Or is selected, at least one must be met for the trigger to evaluate as true. Only one type of conjunction can be used in a single trigger, meaning each condition must be set to the same conjunction. However, a separate trigger with a different conjunction can be included in a condition, allowing complex logical structures. g) Press the Tab key from the Conjunction field or click outside the table to add the condition to the list. The condition will be highlighted in yellow to indicate that it has not been accepted yet h) Repeat steps a to g to add additional conditions. i) Once all conditions have been added, right-click inside the table and select Accept All Changes. This will save the current table. 5. Click Add to save the trigger but remain on the page, click Add & Close to save the trigger and return to the trigger list, or click Close to return to the trigger list without saving the trigger. Viewing and Modifying a Trigger 1. In the main menu, select Product Design, then select Triggers. A list of all available triggers is displayed.

74 73 Note: By default, only Active triggers will be displayed. Clear the filter in the Status column to view all triggers. 2. Click a link in the Name column to view the trigger details. If there are a large number of available triggers, see the section on Using Grids for help on finding the appropriate trigger. 3. See the section on Creating a New Trigger for a detailed description of the fields. All fields may be edited, if necessary, except for the Scope and Workflow. Active Created By Last Modified By Marks the trigger as active and available for use. If unchecked, the trigger will remain linked to any existing resources, but cannot be used for new resources. Identifies the date and time the trigger was created, and the user who created it. Identifies the last date and time the trigger was changed, and the user who made the changes. 4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the trigger list, or click Close to return to the trigger list without saving any changes. Deactivating a Trigger Once created, a trigger cannot be deleted. It can be deactivated, which leaves it linked to any existing resources, but prevents it from being used for new resources. 1. In the main menu, select Product Design, then select Triggers. A list of all available triggers is displayed.

75 74 Note: By default, only Active triggers will be displayed. Clear the filter in the Status column to view all triggers. 2. Locate the trigger or triggers to be deactivated. If there are a large number of available triggers, see the section on Using Grids for help on finding the appropriate triggers. 3. Check the boxes for all triggers to be deactivated. 4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected triggers will be deactivated. If the trigger list is still defaulted to only show active triggers, they will disappear from the list. Note: Individual triggers can also be deactivated or reactivated directly through the trigger record. See the section on Viewing and Modifying a Trigger for details.

76 75 Managing Clauses Clauses are segments of legal text or other information that can be assembled into a full policy document. Individual clauses are defined in the system, and then attached to various features or pulled into generated documents. Creating a New Clause 1. In the main menu, select Product Design, then select Clauses. A list of all available clauses is displayed. Note: By default, only Active clauses will be displayed. Clear the filter in the Status column to view all clauses. 2. Click Create. The Clause Management page opens. 3. Fill in the necessary information. Name Code Enter the name of the clause. This is the internal name, used to select this clause in the master cover. This name will not appear on the form itself. This is an internal reference name which will be generated by the system when the clause is saved.

77 76 Line of Business Product Select a Line of Business from the list of industry presets, or select All to make the clause available to all lines. Select an available product, or select All to make the clause available to all products. 4. In the text area, enter the full text to be included in this clause. The integrated toolbar includes a full set of formatting tools to create and maintain the appearance of the text. 5. Click Add to save the clause but remain on the page, click Add & Close to save the clause and return to the clause list, or click Close to return to the clause list without saving the clause. Viewing and Modifying a Clause 1. In the main menu, select Product Design, then select Clauses. A list of all available clauses is displayed. Note: By default, only Active clauses will be displayed. Clear the filter in the Status column to view all clauses. 2. Click a link in the Name column to view the clause details. If there are a large number of available clauses, see the section on Using Grids for help on finding the appropriate clause. 3. See the section on Creating a New Clause for a detailed description of the fields. All fields may be edited, if necessary.

78 77 Active Created By Last Modified By Marks the clause as active and available for use. If unchecked, the clause will remain linked to any master covers, but cannot be used for new master covers. Identifies the date and time the clause was created, and the user who created it. Identifies the last date and time the clause was changed, and the user who made the changes. 4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the clause list, or click Close to return to the clause list without saving any changes. Deactivating a Clause Once created, a clause cannot be deleted. It can be deactivated, which leaves it linked to any existing products, but prevents it from being used for new products. 1. In the main menu, select Product Design, then select Clauses. A list of all available clauses is displayed. Note: By default, only Active clauses will be displayed. Clear the filter in the Status column to view all clauses. 2. Locate the clause or clauses to be deactivated. If there are a large number of available clauses, see the section on Using Grids for help on finding the appropriate clauses. 3. Check the boxes for all clauses to be deactivated.

79 78 4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected clauses will be deactivated. If the clause list is still defaulted to only show active clauses, they will disappear from the list. Note: Individual clauses can also be deactivated or reactivated directly through the clause record. See the section on Viewing and Modifying a Clause for details.

80 79 Managing Document Templates The Bridge system includes the ability to dynamically generate documentation, pulling in system information to produce custom documents for a wide variety of purposes. Each document is first created as a template, using placeholders for system information. See the Document Configuration Reference Guide for detailed instructions on preparing templates. The templates are then uploaded into the system. Uploading a New Document Template 1. In the main menu, select Product Design, then select Document Templates. A list of all available templates is displayed. Note: By default, only Active templates will be displayed. Clear the filter in the Status column to view all templates. 2. Click Create. The Document Template Management page opens. 3. Fill in the necessary information. Name Enter the name of the template. This is the internal name, used to select this template in the master cover. This name will not appear on the form itself.

81 80 Line of Business Product Document to Upload Select a Line of Business from the list of industry presets, or select All to make the template available to all lines. Select an available product, or select All to make the template available to all products. Click the Browse button to open a standard file selection window. Select the file to be attached and click Open. The full path and filename will be displayed in the field. 4. Click Add to save the template but remain on the page, click Add & Close to save the template and return to the template list, or click Close to return to the template list without saving the template. Viewing and Modifying a Document Template 1. In the main menu, select Product Design, then select Document Templates. A list of all available templates is displayed. To quickly view the template file attached to any document template, click the View link in the View File column. Note: By default, only Active templates will be displayed. Clear the filter in the Status column to view all templates. 2. Click a link in the Name column to view the template details. If there are a large number of available templates, see the section on Using Grids for help on finding the appropriate template. 3. See the section on Uploading a New Document Template for a detailed description of the fields. All fields may be edited, if necessary, and a new template may be uploaded to replace the existing one. This allows changes to be made to the template document and quickly uploaded without making extensive changes to the setup.

82 81 Active Created By Last Modified By Marks the template as active and available for use. If unchecked, the template will remain linked to any master covers, but cannot be used for new master covers. Identifies the date and time the template was created, and the user who created it. Identifies the last date and time the template was changed, and the user who made the changes. 4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the template list, or click Close to return to the template list without saving any changes. Deactivating a Document Template Once created, a document template cannot be deleted. It can be deactivated, which leaves it linked to any existing products, but prevents it from being used for new products. 1. In the main menu, select Product Design, then select Document Templates. A list of all available templates is displayed. To quickly view the template file attached to any document template, click the View link in the View File column. Note: By default, only Active templates will be displayed. Clear the filter in the Status column to view all templates.

83 82 2. Locate the template or templates to be deactivated. If there are a large number of available templates, see the section on Using Grids for help on finding the appropriate templates. 3. Check the boxes for all templates to be deactivated. 4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected templates will be deactivated. If the template list is still defaulted to only show active templates, they will disappear from the list. Note: Individual templates can also be deactivated or reactivated directly through the template record. See the section on Viewing and Modifying a Document Template for details.

84 83 Managing Templates The system includes features for sending s. Automated s can be sent at various stages of the submission process, and manual s can be sent by users. All logged and tracked in the submission form. First, an template is created. The template can contain placeholders, which will pull in data from the system and submission form when the is sent. The template is then attached to the manual and automated settings in the master cover. Creating a New Template 1. In the main menu, select Product Design, then select Templates. A list of all available templates is displayed. Note: By default, only Active templates will be displayed. Clear the filter in the Status column to view all templates. 2. Click Create. The Templates page opens. 3. Fill in the necessary information. Name Line of Business Enter the name of the template. This is the internal name, used to select this template in the master cover. This name will not appear on the form itself. Select a Line of Business from the list of industry presets, or select All to make the template available to all lines.

85 84 Product Select an available product, or select All to make the template available to all products. Subject Enter the subject line of the . Body Enter the main body of the . Both the subject line and body can contain placeholders to pull in extra information when the is sent. For more information on creating dynamically generated content, please see Appendix A - Syntax. 4. Click Add to save the template but remain on the page, click Add & Close to save the template and return to the template list, or click Close to return to the template list without saving the template. Viewing and Modifying an Template 1. In the main menu, select Product Design, then select Templates. A list of all available templates is displayed. Note: By default, only Active templates will be displayed. Clear the filter in the Status column to view all templates. 2. Click a link in the Name column to view the template details. If there are a large number of available templates, see the section on Using Grids for help on finding the appropriate template.

86 85 3. See the section on Creating a New Template for a detailed description of the fields. All fields may be edited, if necessary. Active Created By Last Modified By Marks the template as active and available for use. If unchecked, the template will remain linked to any master covers, but cannot be used for new master covers. Identifies the date and time the template was created, and the user who created it. Identifies the last date and time the template was changed, and the user who made the changes. 4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the template list, or click Close to return to the template list without saving any changes. Deactivating an Template Once created, a template cannot be deleted. It can be deactivated, which leaves it linked to any existing products, but prevents it from being used for new products. 1. In the main menu, select Product Design, then select Templates. A list of all available templates is displayed. Note: By default, only Active templates will be displayed. Clear the filter in the Status column to view all templates.

87 86 2. Locate the template or templates to be deactivated. If there are a large number of available templates, see the section on Using Grids for help on finding the appropriate templates. 3. Check the boxes for all templates to be deactivated. 4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected templates will be deactivated. If the template list is still defaulted to only show active templates, they will disappear from the list. Note: Individual templates can also be deactivated or reactivated directly through the template record. See the section on Viewing and Modifying an Template for details.

88 87 Export / Import This section includes features for sharing data with other programs. Note: The options for importing and exporting data are currently inactive. These features are being redesigned for a future release. Export This feature is currently inactive. Import This feature is currently inactive. Download Word Ribbon In order to use the Word Ribbon to insert system placeholders in document templates, you must first save the current system layout to a file. The file is then imported into Word. See the Document Configuration Reference Guide for detailed instructions. 1. In the main menu, select Product Design, then select Export / Import. 2. Under the Download Word Ribbon panel, click Download. 3. A standard File Download window will open. Click Save to save the file to your computer. 4. Select a location and enter a filename, then click Save. 5. To import the data into Word, see the Document Configuration Reference Guide.

89 88 Appendix A - Syntax When an is generated, system and submission information can be pulled into the subject and body of the . This section details the syntax to be used when preparing the template. Workflow and System Placeholders The main objective of sending dynamically generated s is to provide information. To achieve this, the template is created using placeholders. When the system prepares the , it replaces the placeholders with the required information. To pull in information from the custom fields in your workflow, the placeholder is the System Reference name of the field enclosed in double square brackets [[ ]]. For example, a field named Business Region may have a system reference name of BusinessRegion, so the contents of the field would be pulled in with the placeholder [[BusinessRegion]]. Notes: The System Reference name does not change if the field name is changed, and may include numbering if duplicate fields exist. For these reasons, you should verify the System Reference name of each field when adding placeholders. If a field is part of a grid, the placeholders will need to be included in a table format, described below. In addition to the workflow information, you can also include system information related to the submission, or the date and time from the server. The full list of system placeholders is available below. Tables A table can be added to the template to pull in all entries from a grid, displaying all chosen fields for the first entry, then the second entry, and so on. The table will be contained within the [[TABLESTART]] and [[TABLEEND]] markers (they are case sensitive). It will display all text between the markers, replacing any placeholders with the appropriate values for that entry, then repeat the line for the next entry in the table. When adding placeholders for fields within a grid, the System Reference for the grid must be identified along with the System Reference for the field as follows: [[GridName_FieldName]] For example, a grid with system reference RegionalPercentages has three fields. The system references for the first two fields are RegionName and Percentage. The third field will not be included in the table. The table entry in the template would appear as follows (markers and

90 89 placeholders are marked in bold): [[TABLESTART]]The percentage for region [[RegionalPercentages_RegionName]] is [[RegionalPercentages_Percentage]]%.[[TABLEEND]] When the is generated, the table will appear as follows (data pulled from the grid is marked in bold): The percentage for region North America is 40%. The percentage for region South America is 48%. The percentage for region Europe is 54%. Since the third field in the table is not included in the table setup, it will be ignored when the table is generated. Triggers Triggers can be used to define sections of the that will only be included if certain conditions are met. The trigger markers [[OW_DOCUMENTTRIGGER_START]] and [[OW_DOCUMENTTRIGGER_END]] are used to mark the beginning and end of the conditional text. After the start marker, the trigger is identified with a standard placeholder containing the name of the trigger, such as [[My Trigger]]. Between the trigger placeholder and the end marker, place all of the text that will depend on the trigger. For example, to add a section to the that lists special instructions based on two triggers, the following lines could be added (markers and placeholders are marked in bold): Special Conditions: [[OW_DOCUMENTTRIGGER_START]][[Premium Client]]This is a premium client. Escalate all issues for immediate attention.[[ow_documenttrigger_end]] [[OW_DOCUMENTTRIGGER_START]][[High-Value Coverage]]This coverage falls under the High-Value regulations.[[ow_documenttrigger_end]] If the Premium Client trigger evaluates as true, but the High-Value Coverage trigger evaluates as false, the following will be included in the Special Conditions: This is a premium client. Escalate all issues for immediate attention. Note: All spacing and line breaks included within the trigger markers will be included or excluded based on the triggers. Care should be taken to place text properly in order to maintain the layout of the document.

91 90 Placeholders List The following is a list of all system variables that can be pulled into an template. This does not include the custom fields created for your workflow, which are addressed using the System Reference name in brackets [[ ]]. Assured Information: [[InsuredAddress]] [[InsuredCity]] [[InsuredContactFirstName]] [[InsuredContactLastName]] [[InsuredContactPhone]] [[InsuredCountry]] [[Insured ]] [[InsuredFax]] [[InsuredCompanyName]] [[InsuredPhone]] [[InsuredState]] [[InsuredWebsite]] [[InsuredZip]] Deductible Information: [[Deductible_Amount]] [[Deductible_Description]] [[Deductible_PremiumType]] [[Deductible_DeductibleType]] Distributor Information: [[DistributorAddress]] [[DistributorCity]] [[DistributorClientCode]] [[DistributorCode]] [[DistributorCommission]] [[DistributorCountry]] [[DistributorFax]] [[DistributorName]] [[DistributorPhone]] [[DistributorReferenceCode]] [[DistributorStateProvince]] Assured Address Assured City Assured Primary Contact First Name (if no primary contact is selected in the assured record, the information will be taken from the first user in the user list) Assured Primary Contact Last Name (if no primary contact is selected in the assured record, the information will be taken from the first user in the user list) Assured Primary Contact Phone Number (if no primary contact is selected in the assured record, the information will be taken from the first user in the user list) Assured Country Assured Primary Contact Address (if no primary contact is selected in the assured record, the information will be taken from the first user in the user list) Assured Fax Number Assured Name Assured Phone Number Assured State Assured Website Assured Zip/Postal Code Deductible Amount (for use in tables) Deductible Description (for use in tables) Deductible Premium Type (for use in tables) Deductible Type (for use in tables) Distributor Address Distributor City Distributor Client Code Distributor Code Distributor Commission Percentage Distributor Country (displayed as two-letter code) Distributor Fax Number Distributor Name Distributor Phone Number Distributor Reference Code Distributor State/Province (displayed as two-letter code)

92 91 [[DistributorWebsite]] [[DistributorZipPostalCode]] Insurer: [[InsurerAddress]] [[InsurerCity]] [[InsurerClientCode]] [[InsurerCode]] [[InsurerCountry]] [[InsurerFax]] [[InsurerName]] [[InsurerPhone]] [[InsurerReferenceCode]] [[InsurerRiskPercentage]] [[InsurerStateProvince]] [[InsurerWebsite]] [[InsurerZipPostalCode]] Limit Information: [[Limit_Amount]] [[Limit_Description]] [[Limit_PremiumType]] [[Limit_LimitType]] Policy Information: [[BoundDate]] [[CreatedDate]] [[PolicyEffectiveDate]] [[EndorsementNumber]] [[FirstQuotedDate]] [[LastQuotedDate]] [[CreatedByFirstName]] [[CreatedByLastName]] [[ModifiedByFirstName]] [[ModifiedByLastName]] [[LastStatusChangedByFirstName]] Distributor Website Distributor Zip/Postal Code Insurer Address Insurer City Insurer Client Code Insurer Code Insurer Country (displayed as two-letter code) Insurer Fax Number Insurer Name Insurer Phone Number Insurer Reference Code Insurer Risk Percentage Insurer State/Province (displayed as two-letter code) Insurer Website Insurer Zip/Postal Code Limit Amount (for use in tables) Limit Description (for use in tables) Limit Premium Type (for use in tables) Limit Type (for use in tables) Bound Date Created Date Effective Date Endorsement Number First Quoted Date Last Quoted Date First name of the user who created the current transaction. Last name of the user who created the current transaction. First name of the last user to make changes to the current transaction. This includes changes to fields, generating documents, sending s, and any action that changes the status of the transaction. Last name of the last user to make changes to the current transaction. This includes changes to fields, generating documents, sending s, and any action that changes the status of the transaction. First name of the last user to change the status of the current transaction. This reflects any actions that would change the status of the submission, even if the submission is already in that status. This does not include other changes to the transaction.

93 92 [[LastStatusChangedByLastName]] [[SubPolPolicyNo]] [[SubPolPolicyTermID]] [[SubPolProduct]] [[SubPolSystemID]] [[PolicyValidUntilDate]] [[CancellationReason]] [[CancellationReason_IfOtherSpecify]] [[ReinstatementReason]] [[ReinstatementReasonCode]] [[LostReasonLabel]] [[QuoteExpiryDate]] Premium Information: [[Premium_Amount]] [[Premium_PremiumType]] [[Premium_CommissionAmount]] [[Premium_NetPremium]] Premium Summary: [[InsuringConditions]] [[TotalCommissionAmount]] [[TotalGrossPremiumAmount]] [[TotalNetPremiumAmount]] [[TotalTaxesAmount]] Last name of the last user to change the status of the current transaction. This reflects any actions that would change the status of the submission, even if the submission is already in that status. This does not include other changes to the transaction. Policy Number Policy Term ID Product/Master Cover Name Transaction ID Valid Until Date The selected reason for a policy cancellation. If Other is selected as a cancellation reason, the content of the If Other, Specify field can be called. The selected reason for a policy reinstatement. The code for the selected reinstatement reason. The selected Lost reason for lost quotes. The calculated expiry date for a quote. Premium Amount (for use in tables) Premium Type (for use in tables) The commission amount for the premium. (for use in tables) The net premium amount for the premium. (for use in tables) Total Commission Amount Total Gross Premium Amount Total Net Premium Amount Total Taxes Amount System Date: [[dd]] Day - Double Digit [[%d]] Day - Single Digit [[MM/dd/yyyy]] Formatted Date 1 [[M/d/yyyy]] Formatted Date 2 [[dd/mm/yyyy]] Formatted Date 3 [[d/m/yyyy]] Formatted Date 4 [[f]] Full Date -> Monday, June 15, 2009, 1:45 PM [[MMMM]] Full Month Name [[D]] Long Date -> Monday, June 15, 2009 [[MM]] Month - Double Digit [[%M]] Month - Single Digit [[M]] Month Day - June 15 [[d]] Short Date -> 6/15/2009

94 93 [[yyyy]] Year [[Y]] Year Month -> June, 2009 Other: [[Master Cover]] [[PolicyNo]] [[URL]] [[ManualBindReferral]] [[RejectReason]] [[Referral]] Tables: [[TABLESTART]] [[TABLEEND]] Master Cover name Policy Number URL leading directly to the submission/policy within the system. (User may need to login before being brought to the page) Displays the reason for the manual bind referral, as defined in the master cover validation rule. This variable will only work in automated Policy Workflow s attached to the Manual Bind event type. Reject Reason Displays the reason for the referral, as defined in the master cover validation rule. This variable will only work in automated Policy Workflow s attached to the Referrals event type. Start Table (must be in uppercase) End Table (must be in uppercase) Triggers: [[OW_DOCUMENTTRIGGER_START]] Start Trigger section (must be in uppercase) [[OW_DOCUMENTTRIGGER_END]] End Trigger section (must be in uppercase)

95 94 Appendix B - Advanced Trigger Design While the basic setup of triggers can be very useful, they do not take advantage of the full capabilities of the trigger system. Advanced setups can include triggers within triggers to blend And/Or logic (referred to as Nested Triggers ), entire pages can be evaluated for any number of conditions, cascading and branching triggers can make complex decisions, all automatically. Combining triggers and calculated fields opens a world of possibilities, where multiple fields can be run through formulas and functions, with the results being used in multi-stage trigger structures. Mixing And and Or While a single trigger can have multiple conditions, with all conditions using the same conjunction (And/Or), some situations require a combination of the two. By creating separate triggers for each group of conditions using the same conjunction, then joining the triggers together in a higher level trigger, a precise set of conditions can be identified. For example, there are four checkboxes, valued at 1, 2, 4, and 8. A trigger is needed to determine if the combined value of the checked boxes is more than 10. There are multiple solutions for this problem, one of which is detailed below. The logical formula appears as follows: (Box 8 and (Box 4 or (Box 2 and Box 1))) Since each trigger needs to be referenced in the trigger above it, we begin with the lowest level, represented in Blue above. The second level, represented in Green above, can now refer to the third-level trigger.

96 95 The top level, represented in Red above, can now be created to complete the structure. When the top trigger is used anywhere in the system, the system will evaluate the conditions and triggers from the top-down until it has a conclusion.