Asset Type

RBI_ASSET_TYPE

Set Up CRM, Product Related, Financial Services, Asset Type

Establish categories of assets for insurance policies.

Financial Account

RBF_FIN_ACCOUNT

Customer Accounts, Review Financial Accounts, Financial Account

View detailed information about the customer's financial account for insurance.

Financial Account - Relationships

RBF_ACCT_RELATIONS

Customer Accounts, Review Financial Accounts, Financial Account, Relationships

View relationships for the financial account. The account relationship message may be used to create relationships with the policy or policy owner. For example, you can establish a beneficiary relationship to the policy or you can relate the insured to the policy owner.

Terms and Conditions

RBF_ACCT_ATTR

Customer Accounts, Review Financial Accounts, Financial Account, Terms and Conditions

View the terms and conditions that are associated with the policy.

First Notices of Loss

RBI_FNOL

Customer Accounts, Review Financial Accounts, Financial Account, First Notices of Loss

View information about any FNOL on policy.

Address History

RBF_ACTADR_HIST

Customer Accounts, Review Financial Accounts, Financial Account, Address History

View the customer's address history.

View Policy

RBI_POLICY

Customer Accounts, Review Financial Accounts, Financial Account

Click the View Policy button on the navigation toolbar.

View details on covered assets, coverage, deductibles, limits, and options for the policy.

Asset Details

RBI_ASSET_DETAILS

Click the Details link on the View Policy page.

View specific details of a covered asset such a property name and value.

Billing History

RBI_BILL_HIST

Select the Billing History tab in the View Policy component.

View the policy's billing history. You can define the date range for the data that the legacy system returns.

Payment History

RBI_PAY_HIST

Select the Payment History tab in the View Policy component.

View the policy payment history. Policy payment history data can be viewed by a date range for the data that the legacy system returns.

Account Type

Displays the type of account. Values are Checking, Savings, Credit, Insurance, and Investment.

Note. Two other tabs, ATM Cards and Fees, appear for all account types except Insurance.

Registration Type

Displays the account registration type.

Under personal accounts, the values are Individual, Joint with rights of survivorship, Tenants in common, Community property, Named beneficiary, Custodial account for minor, and Trust.

Under business accounts, the values are Corporation, Partnership, and LLC.

Registration Name

Displays the name that the insurer gave to the account while registering it.

Asset Type 1,Asset Type 2, Asset Type 3

Displays the type of assets linked with the account. The assets types are used to categorize the policy or the account.

Status

Displays the policy's status.

Begin Date and End Date

Display the policy's beginning and end dates.

Last Statement Date

Displays the issue date of the last statement.

TIN Type (tax identification number type)

Displays the taxpayer identification type. Values are Social Security Number and Federal Employer ID.

For personal policies, this field is named National ID Type, and the available values depend on the Country value.

Tax ID

The customer's tax identification number entered in the Consumer component.

Policy Type

Displays the specific insurance-policy type.

Policy Status

Displays the policy's current status. Values are Issued and available for change, Not in force, Has been rated, Quoted and awaiting review, Submission has been quoted but not bound, Non renew, and Cancel.

Insured Name

Displays the insured's name. The customer may not be the insured but a beneficiary or a contact of the insured.

Premium Amount

Displays the amount of the premium for the policy.

Carrier Name

Displays the policy carrier's name.

Product Code

Displays a company-unique code that indicates the policy's product classification.

LOB Code (line of business code)

Displays a code that identifies the line of business classification. This element uses the line of business code list.

Policy Name

Displays the name that the insurer gave to the policy.

Policy Version

Displays a number or other identifier with which the company identifies this version of the policy.

State

Displays the state in which the policy was issued.

Payment Terms

Displays the time frame, such as monthly, semiannual, or annual, for the premium payment.

Payor Name

Displays the name of the person or entity who is paying for the policy.

NAIC Code

Displays an industry code that uniquely identifies an organization that is chartered under state or provincial laws to act as an insurer.

LOB Subcode (line of business subcode)

Displays the line of business subcode, if applicable.

Current Term Amount

Displays the total gross amount including premiums, plus taxes, fees, discounts, surcharges, and so on for the current term. When a policy is issued for its normal full term, this value is the full term amount at inception.

Contract Term Duration

Displays the contract's duration in units.

Contract Term Effective Date

Displays the period for the contract, policy, binder, and so on.

Contract Term Expiry Date

Displays the period for the contract, policy, binder, and so on.

Billing Method Code

Displays a code that identifies whether the policy is to be billed directly (by company) or through an agency.

Group ID

Displays the identifier for the group or association for a policy that is written as part of group or association business.

Customer Servicing Code

Displays a code that identifies who services customer calls for the associated policy.

Signed Date

Displays the date when the application form was signed.

Original Inception Date

Displays the date when this insurer first issued a policy to the insured.

Language Code

Displays a code that indicates the language in which the policy is written.

Mailing Responsibility Code

Displays a code that identifies the organization that is responsible for mailing the policy and any related materials to the insured.

Payor Code

Displays a code that identifies the entity who is paying for the policy.

Rate Effective Date

Displays the rate's effective date.

Signed by Code

Displays a code that identifies or certifies that the signature-required application or endorsement has been signed and that the agent has the signed document.

Other Insurance Company Code

Displays a code that indicates if the insured is known to have other insurance policies with the insurer on this policy, and if additional information is available.

Renewal Payor Code

Displays a code that identifies the person or entity who is paying for the policy renewal.

Renewal Billing Method Code

Displays a code that indicates whether the renewed policy is to be billed directly (by company) or through an agency.

Renewal Term Duration

Displays the renewal policy's term.

Renewal Term Expiration Date

Displays the date that coverage under the renewal policy ends.

Renewal Term Effective Date

Displays the date that coverage under the renewal policy begins.

Total Number of Losses

Displays the total number of losses that occurred for the past number of years as you specify in the Number of Years Loss Info field. This field applies to P&C.

Total Paid Loss Amount

Displays the total amount paid for the losses that are incurred during the period that you define in the Number of Years Loss Info field. This field applies to P&C.

Number of Years Loss

Displays the number of years of loss information that the insurer requires. This field applies to P&C.

Asset Type

Displays the type of covered asset or insured item.

Details

Click to view details about the covered asset.

Asset Description

Displays a description of the covered asset.

Coverage Code

Displays the coverage type. This information comes from the Product table.

Start Date and End Date

Displays the beginning and end dates for the coverage.

Current Term Amount

Displays the current coverage under the policy.

Rate

Displays the rate for this coverage. The rate for each coverage is included in the total premium.

Premium Basis Code

Displays a code that indicates the basis for determining the premium.

Territory Code

Displays the territory that is applicable to the coverage. The territory may be used in determining the rate or premium.

Iteration Number

Displays the iteration of the coverage information.

Deductible Amount

Displays the portion of the claim that is not insured under the policy. The insurer is responsible for the amount over the deductible up to the policy limit. The deductible applies to each covered loss that appears in the Deductible Applies to Code column.

Currency Code

Displays the currency that is used for the deductible or limit amount.

Deductible Basis Code

Displays the deductible's basis, such as per loss or per year.

Deductible Type Code

Displays the deductible type.

Deductible Applies to Code

Displays the specific claim to which the deductible applies.

Limit Amount

Displays the limit of the coverage.

Limit Basis Code

Displays the limit's basis, such as the total limit of liability.

Limit Applies to Code

Displays to what the limit applies, whether it is the specific coverage or the entire policy.

Valuation Code

Values are Appraisal, Comparable Sales, and Sales Receipt.

Option Code

Displays the option that is associated with the coverage.

Option Type Code

Displays the option type.

Option Value

Displays the value of the option.

Action

RBT_ACTION

Set Up CRM, Product Related, Order Capture, Action

Define the action or changes that can be performed on specific coverages, and select the appropriate application method for the change.

Change Policy

RBI_CHG_POLICY

Select Change Policy on the 360-Degree View page and click Go.

Select the policy number and the modification type for the change.