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Version 2.4.84 Bridge User Guide User Guide - Product Design

Bridge

User Guide - Product Design

Version 2.4.84

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Table of Contents

TABLE OF CONTENTS.........................................................................................I

INTRODUCTION...................................................................................................1

PRODUCTS..........................................................................................................2Creating a New Product.....................................................................................................2Viewing and Modifying a Product.......................................................................................3Deactivating a Product.......................................................................................................5

PRODUCT MODEL...............................................................................................7Creating a New Product.....................................................................................................7Viewing and Modifying a Product.......................................................................................9

Risks..........................................................................................................................11Creating a New Risk........................................................................................................11Viewing and Modifying a Risk..........................................................................................13

Data Tables...............................................................................................................14Creating a Data Table......................................................................................................14Viewing and Modifying a Data Table................................................................................17

Data Source Configurations....................................................................................18Creating a Data Source Configuration.............................................................................18Viewing and Modifying a Data Source Configuration.......................................................32Web Service List for Data Sources..................................................................................32

Domains and Rate Tables.......................................................................................43Creating a Domain / Rate Table Entry.............................................................................43Viewing and Modifying a Domain / Rate Table Entry.......................................................45

Field Evaluation Rules.............................................................................................47Creating a Field Evaluation Rule......................................................................................47Viewing and Modifying a Field Evaluation Rule................................................................51Deleting a Field Evaluation Rule......................................................................................52

Field Indexing...........................................................................................................53Adding Index Fields..........................................................................................................53


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Modifying Field Indexes...................................................................................................54Deleting Field Indexes......................................................................................................55

PREMIUM TYPES...............................................................................................57Creating a New Premium Type........................................................................................57Viewing and Modifying a Premium Type..........................................................................58Deactivating a Premium Type..........................................................................................60

LOOKUP TABLES..............................................................................................62Preparing the Lookup File................................................................................................62Uploading Lookup Tables................................................................................................63Viewing and Modifying Lookup Tables and Versions.......................................................66Deactivating a Lookup Table............................................................................................67Deleting a Lookup Table Version.....................................................................................68

OPTION LISTS....................................................................................................70Creating a New Option List..............................................................................................70Viewing and Modifying an Option List..............................................................................74Deactivating an Option List..............................................................................................76

WORKFLOW CONFIGURATIONS.....................................................................78

Managing Fields.......................................................................................................79Creating a New Field........................................................................................................79Setting Default Values for Rich Text Fields......................................................................92Viewing and Modifying a Field..........................................................................................93Copying a Field................................................................................................................94Deactivating a Field..........................................................................................................95

Managing Panels......................................................................................................97Creating a New Panel......................................................................................................97Viewing and Modifying a Panel......................................................................................120Deactivating a Panel......................................................................................................121

Managing Screens.................................................................................................123Creating a New Screen..................................................................................................123Viewing and Modifying a Screen....................................................................................128Deactivating a Screen....................................................................................................129

Integration Configurations....................................................................................131Creating a New Integration Configuration......................................................................131Viewing and Modifying an Integration Configuration......................................................143Deactivating an Integration Configuration......................................................................144


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Configuring an e-Signature Integration..........................................................................145

Managing Workflows.............................................................................................148Creating a New Workflow...............................................................................................148Viewing and Modifying a Workflow.................................................................................157Publishing a Workflow....................................................................................................159Deactivating a Workflow.................................................................................................160Workflow Report.............................................................................................................161

ADDITIONAL RESOURCES.............................................................................163

Managing Clauses..................................................................................................163Creating a New Clause..................................................................................................163Viewing and Modifying a Clause....................................................................................165Deactivating a Clause....................................................................................................167

Managing Triggers.................................................................................................169Creating a New Trigger..................................................................................................169Viewing and Modifying a Trigger....................................................................................173Deactivating a Trigger....................................................................................................175

Managing Email Templates...................................................................................177Creating a New Email Template.....................................................................................177Viewing and Modifying an Email Template....................................................................178Deactivating an Email Template.....................................................................................180

Managing Document Templates...........................................................................182Uploading a New Document Template...........................................................................182Viewing and Modifying a Document Template...............................................................184Deactivating a Document Template...............................................................................185

EXPORT / IMPORT...........................................................................................187

Exporting Products................................................................................................188

Importing Products................................................................................................191

Exporting and Importing Document Templates..................................................195Exporting Document Templates.....................................................................................195Importing Document Templates.....................................................................................195

Exporting Lookup Tables......................................................................................197


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Importing Lookup Tables......................................................................................198

Exporting and Importing Security Roles.............................................................199

Download Word Ribbon........................................................................................201

MASTER COVERS...........................................................................................202

CROSS-POLICY DATA CONFIGURATIONS...................................................203Creating a New Cross-Policy Data Configuration...........................................................203Viewing and Modifying a Cross-Policy Data Configuration............................................206

REFERENCE....................................................................................................208

Appendix A - E-mail Syntax..................................................................................208Workflow and System Placeholders...............................................................................208Tables in Policy E-mails.................................................................................................208Tables in Claims E-mails................................................................................................209Triggers.......................................................................................................................... 210

Appendix B - Advanced Trigger Design..............................................................212Mixing And and Or.........................................................................................................212

INDEX................................................................................................................214


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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 throughout the system.

This guide assumes the user is familiar with the general functions of the system. For instructions on logging in and using common features throughout the system, see the User Guide - Introduction document.


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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.

Tip: By default, only Active products are displayed. Clear the filter in the Status column to view all products.

2. Click Create. The Product Management page opens.

3. Complete the necessary information. Fields marked with a red asterisk * are required.


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Name Enter the name of the product. This is the internal name, used to select this product when creating or editing a master cover.

Code This is an internal reference name generated by the system when the product is saved.

Description Enter a description of the product.

Primary Premium Select a Premium Type to be used as the primary premium for use in reports. For information on creating premium types, click here.

Product Group Select a Product Group. The available options are defined by an internal list, and can be used for reporting purposes.

Line of Business 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


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2. Click a link in the Name column to view the product details. If there are a large number of available products, see the Using Grids section of the User Guide - Introduction document 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.

Active Marks the product as active and available for use. If unchecked, the product remains linked to any existing master covers, but cannot be used for new master covers.

Created By Identifies the date and time the product was created, and the user who created it.


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Last Modified By 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.



2. Locate the product or products to be deactivated. If there are a large number of available products, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate products.

3. Check the boxes for all products to be deactivated.


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4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected products are deactivated. If the product list is still defaulted to only show active products, they disappear from the list.

Tip: Individual products can also be deactivated or reactivated directly through the product record. See the section on Viewing and Modifying a Product for details.


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Product Model

A product is used to group many of the resources and data related to a specific product being offered through the Bridge system.

Each product has multiple screens of information, accessed through the Product Menu widget to the left of the page. The widget becomes available on opening an existing product or completing and saving the Product Management screen for a new product.

Product Management Includes settings to define the product itself.

Risks This feature is not in use at this time.

Data Tables Defines the base configuration for advanced lookup tables.

Data Source Configurations

Defines how data tables, workflow grids, and web services are used to supply data to workflow controls.

Domain / Rate Tables Used to manage data and settings for use in data tables.

Field Evaluation Rules Creates rules to activate field evaluation in response to specific events.

Field Indexing Collects and organizes data, allowing triggers to evaluate data from outside the context of a single claim.

Creating a New Product


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2. Click Add. The Product Management page opens.


Name Enter the name of the product. This is the internal name, used to select this product when creating or editing a master cover.

Code This is an internal reference name generated by the system when the product is saved.

Description Enter a description of the product.

Primary Premium Select a Premium Type to be used as the primary premium for use in reports.



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4. Click Save to save the product but remain on the page, click Save & Close to save the product and return to the product list, or click Close to return to the product list without saving the product.

5. On saving, the Product Menu widget opens to the left of the page, allowing access to different screens of product data. In addition, the Status panel is added at the bottom of the page.

Created By Identifies the date and time the product was created, and the user who created it.

Last Modified By Identifies the last date and time the product was changed, and the user who made the changes.

Viewing and Modifying a Product


2. Click a link in the Name column to view the product details. If there are a large number of available products, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate product.

The Product Management page opens, and the Product Menu widget appears to the left of the page for navigation to other screens.

See the section on Creating a New Product for a detailed description of the fields. All fields may be edited, if necessary.


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3. Click Save to save any changes and remain on the page, click Save & Close to save and return to the products list, or click Close to return to the products list without saving any changes.


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Risks

Note: This feature is not in use at this time.

Each risk has multiple screens of information and settings, accessed through the Risk Menu widget to the left of the page. The widget becomes available on opening an existing risk or completing and saving the Risk Management screen for a new risk.

Risk Management

Includes settings to define the risk and the hierarchy.

Creating a New Risk

1. Once a Product has been selected, click Risks in the Product Menu widget. A list of all available risk configurations is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.

2. Click Add. The Risk Management page opens.



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Name Enter the name of the risk.

Code This is an internal reference name. A code can be entered manually, or leave the field blank to have the system generate a code on saving.

Description Enter a description for the risk.

Select One or more parent risks can be selected to build a risk hierarchy. The available parent risks do not include the current risk itself, any children of the current risk, or any children of those children, etc. Move all selected parent risks to the Included side.

4. Click Save to save the risk but remain on the page, click Save & Close to save the risk and return to the risk list, or click Close to return to the risk list without saving the risk.

5. On saving, the Risk Menu widget opens to the left of the page, allowing access to different screens of risk data and settings. In addition, the Status panel is added at the bottom of the page.


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Created By Identifies the date and time the risk was created, and the user who created it.

Last Modified By Identifies the last date and time the risk was changed, and the user who made the changes.

Viewing and Modifying a Risk

1. Once a Product has been selected, click Risks in the Product Menu widget. A list of all available risk configurations is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.

2. Click a link in the Name column to view the risk details. If there are a large number of available risks, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate risk.

The Risk Management page opens, and the Risk Menu widget appears to the left of the page for navigation to other screens.


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Data Tables

Each data table has multiple screens of information and settings, accessed through the Data Table Menu widget to the left of the page. The widget becomes available on opening an existing data table or completing and saving the Data Table Management screen for a new table.

Data Table Management Includes settings to define the data table.

Creating a Data Table

1. Once a Product has been selected, click Data Tables in the Product Menu widget. A list of all available data tables is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.

2. Click Add. The Data Table Management page opens.



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Name Enter the name of the table.


Table This field is used to upload a sample Excel file to define the columns. Click the Browse button to open a standard file browser window. Locate and select the appropriate file, and the file name and path appear in the field.Only the first row of the first sheet is imported, with all other data ignored. Any unnamed columns appearing before the last named column will be imported and generic column names will be assigned.


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Example:

Importing the above sheet would create the following columns:

Upload Columns Click Upload Columns to import the selected Table file. The columns defined in the file will populate the Key Columns field, Sorting Column list, and the Columns grid below.

Key Columns Select which columns will serve as key columns. All key columns must be required data, and a combination of all key columns must uniquely identify individual entries in the table.

Sorting Column A column can be selected to serve as sorting or sequence values. The selected column will not be available for use as a Primary Display Column or Key Column in a Data Source Configuration.

The Columns grid displays all columns included in the table, and the sequence as they appear in the source file.

4. Click Save to save the data table but remain on the page, click Save & Close to save the table and return to the data table list, or click Close to return to the data table list without saving the table.


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5. On saving, the Data Table Menu widget opens to the left of the page, allowing access to different screens of table data and settings. In addition, the Status panel is added at the bottom of the page.

Created By Identifies the date and time the table was created, and the user who created it.

Last Modified By Identifies the last date and time the table was changed, and the user who made the changes.

Viewing and Modifying a Data Table

1. Once a Product has been selected, click Data Tables in the Product Menu widget. A list of all available data tables is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.

2. Click a link in the Name column to view the table details. If there are a large number of available tables, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate table.

The General Information page opens, and the Data Table Menu widget appears to the left of the page for navigation to other screens.


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Data Source Configurations

A Data Source Configuration defines how certain features access stored data. This data can come from data tables, dynamic grids, or other such sources.

Each data source has multiple screens of information and settings, accessed through the Data Source Configuration Menu widget to the left of the page. The widget becomes available on opening an existing data source configuration or completing and saving the Data Source Configuration Management screen for a new source.

Data Source Configuration Management Includes settings to define the data source.

Creating a Data Source Configuration

1. Once a Product has been selected, click Data Sources in the Product Menu widget. A list of all available data sources is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.

Some columns have been hidden.

2. Click Add. The Data Source Configuration Management page opens.



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Name Enter the name of the data source.

Code This is an internal reference name. A code can be entered manually, or leave the field blank to have the system generate a code on saving. Once the data source configuration has been saved, this field is locked.

Description Enter a description for the data source.

Data Source Type Select the source of the data. Once the data source configuration has been saved, this setting is locked.

Data Table Data is retrieved from a data table configured for the current product.

Grid Data is retrieved from a dynamic grid in the workflow.

Web Service Data is collected through an integration with an internal or external service.

Data Source This field becomes available when an option is selected for the Data Source Type. Select the source of the data. Once the data source configuration has been saved, this setting is locked.

When selecting a grid, the grid must be in the same workflow as the associated combo box control.

For a list of available web services, see Web Service List for Data Sources.


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4. The first stage of the configuration is complete. Click Save to save the data source configuration but remain on the page to provide additional settings, click Save & Close to save the configuration and return to the data source list, or click Close to return to the data source list without saving the configuration.

On saving the data source configuration, the Data Source Configuration Menu widget opens to the left of the page, allowing access to different screens of source data and settings. Additional fields and panels also become available.

Primary Display Column Select the column or field with the output values that will be provided once a match is found. For data tables, columns already defined as Sequencing or Status columns are not available.

Key Column Rule This field is only available for Data Table and Web Service sources. The key column is the value that is stored in the database when a record is selected and the screen is saved. When referencing the lookup field in triggers or calculated fields, this is the value that will be provided.

Note: For Grid sources, a key column cannot be selected. Instead, the value stored for the lookup field is a long alphanumeric code assigned by the system. Due to the random nature of the code, it is unlikely that this could be used in any meaningful way.

The values in this column must be unique, as they specifically identify individual records.

Key Column is Primary Display Column

The same column selected as the Primary Display Column will be used as the key column.

Specify Alternate Key Column

A different column can be selected as the key column. The Key Column field becomes available.

Key Column This field is available when Specify Alternate Key Column is selected as the Key Column Rule. Select a column from the data source as the key column.


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Note: When using multiple domain / rate tables with Culture settings, the Key Column must contain unique values and must be identical across all related domain / rate tables.

Created By Identifies the date and time the source was created, and the user who created it.

Last Modified By Identifies the last date and time the source was changed, and the user who made the changes.

The remaining settings depend on the selected Source Type. See Configuration for Data Tables and Web Services or Configuration for Grids below.

Configuration for Data Tables and Web Services

1. Configuration continues with the panels that are added on saving.

Filters can be applied to each data source, restricting the data available for the lookups. When using a Web Service, the filters are passed to the service as part of the request. The Filters panel lists all current filter rules.

To delete filters, check one or more boxes in the first column and click Delete. Individual filters can also be deleted when viewing the filter details.


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To create new filters, click the Add button. The Add Filter window opens.

Column Select the column to be filtered. For data tables, only columns defined as Key Columns in the Data Table Management page are available. For web services, only columns defined as Filters in the Web Service List for Data Sources are available.

Filter By Select if the filter value should be taken from a Field within the workflow, or if it should be a Constant Value.

Field This field is enabled when Field is selected as the Filter By option. Select a field from the workflow that will provide the filter value.

All filters applied to the same column, including fields that can have multiple options selected, will be handled as "Or" conditions. This means that if data matches any one of the conditions, it will pass the filters.

If more than one column in the table has filters, then the columns will be handled as "And" conditions. This means that each filtered column must pass at least one of its filters, or the row will not be included.

Notes:The field must be on the same screen as the associated combo box. However, you can use a calculated field on the same screen that refers to a field on another screen.

Date Picker, Rich Text, and Textbox (Email) fields are not available.

Constant Value This field is enabled when Constant Value is selected as the Filter By option. Enter the value to be used in filtering the column.


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Notes:Whether a filter is based on a constant value or a field, the data must match the condition exactly in order to pass the filter.

Any numerical fields should be formatted as text. Any extra characters, such as thousands separators or currency symbols, might not match the regional formatting of the user's browser, preventing a match.

If a field used as a filter is changed, the combo box will be cleared. If multiple combo boxes are chained together, each serving as a filter for the next, changing one field will clear all dependent fields.

The Output to Fields option can overwrite a field used as a filter. In such a configuration, the combo box control should be set to Manual Search Mode instead of Automatic. This will prevent unnecessary repetition in the lookups.

Click Save & New to save the filter and clear the form to enter a new filter, click Save & Close to save the filter and close the window, or click Close to close the window without saving the filter.

Click Delete to delete the filter and close the window.

The Display Columns are the columns displayed to the user when they click on the lookup field. At least one Key Column should be included to provide unique entries, but additional columns can be included to provide information.

To delete columns, check one or more boxes in the first column of the grid and click Delete. Individual columns can also be deleted when viewing the display column details.

To add columns, click the Add button. The Add Display Column window opens.


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Column Select the column to add.

Code This field is visible when the display column has been saved. It is used to identify the display column in other areas of Bridge. The code is generated by the system and cannot be modified.

Label The name of the selected column is entered as the label, but can be modified.

Sequence Enter a sequence number to control the order of the columns.

Searchable Allows the user to search the column to find the necessary entry.

Tip: Once the display column has been saved, the Label becomes available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.

When you delete a display column, its corresponding entry in the Custom Labels section will be deleted.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.

Click Save & New to save the column and clear the form to enter a new column, click Save & Close to save the column and close the window, or click Close to close the window without saving the column.

Click Delete to delete the column and close the window.


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The Output To Fields panel lists the mapping configurations for the output. Once a single record has been selected, the values of one or more columns can be output to specific fields.

To delete output columns, check one or more boxes in the first column of the grid and click Delete. Individual columns can also be deleted when viewing the display column details.

To add output columns, click the Add button. The Add Output to Field window opens.

Column Select the column containing the output value.

Output Field Select a field from the workflow to receive the value.

Notes:HTML content cannot be output to any fields.

The following field types are not supported: Checkbox Group, Date Picker, Include Exclude List, Multi Select, and Rich Text.


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The following control types are supported and can be hidden or read-only: Combo Box, Label, Text Area, Textbox, Textbox (Decimal), Textbox (Email), and Textbox (Integer).The following control types are supported, but will not be updated if they are hidden or read-only: Checkbox, Drop Down, and Radio Buttons.

When using Checkbox, Drop Down, or Radio Buttons as the output, the data table must have the Codes for the individual options list items, and not the Labels.

The output can be sent to another Combo Box. If the target combo box is set to Manual Search Mode, the text will be entered and the user can then trigger the search. If the target is set to Automatic Search Mode, the search will initiate immediately and a single matching result will be selected. If an automatic search yields more than one result, no selection will be made.

A Combo Box must not output to itself. It can output to a field that it uses as a source or filter, but it should be set to Manual Search Mode to prevent unnecessary repetition in the lookups.

Click Save & New to save the output column mapping and clear the form to enter a new column, click Save & Close to save the mapping and close the window, or click Close to close the window without saving the mapping.

Click Delete to delete the mapping and close the window.

2. Click Save to save the data source but remain on the page, click Save & Close to save the source and return to the data source list, or click Close to return to the data source risk list without saving the source.

Configuration for Grids

1. Configuration continues with the panels that are added on saving.


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Filters can be applied to each data source, restricting the data available for the lookups. The Filters panel lists all current filter rules.

To delete filters, check one or more boxes in the first column and click Delete. Individual filters can also be deleted when viewing the filter details.

To create new filters, click the Add button. The Add Filter window opens.

Grid Field Select the field to be filtered.

Filter By Select if the filter value should be taken from a Field within the workflow, or if it should be a Constant Value.

Field This field is enabled when Field is selected as the Filter By option. Select a field from the workflow that will provide the filter value.


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All filters applied to the same column, including fields that can have multiple options selected, will be handled as "Or" conditions. This means that if data matches any one of the conditions, it will pass the filters.

If more than one field in the grid has filters, then the fields will be handled as "And" conditions. This means that each filtered field must pass at least one of its filters, or the row will not be included.

Notes:The field must be on the same screen as the associated combo box. However, you can use a calculated field on the same screen that refers to a field on another screen.

Date Picker, Rich Text, and Textbox (Email) fields are not available.

Constant Value This field is enabled when Constant Value is selected as the Filter By option. Enter the value to be used in filtering the field.

Notes:Whether a filter is based on a constant value or a field, the data must match the condition exactly in order to pass the filter.

Any numerical fields should be formatted as text. Any extra characters, such as thousands separators or currency symbols, might not match the regional formatting of the user's browser, preventing a match.

If a field used as a filter is changed, the combo box will be cleared. If multiple combo boxes are chained together, each serving as a filter for the next, changing one field will clear all dependent fields.

The Output to Fields option can overwrite a field used as a filter. In such a configuration, the combo box control should be set to Manual Search Mode instead of Automatic. This will prevent unnecessary repetition in the lookups.

Click Save & New to save the filter and clear the form to enter a new filter, click Save & Close to save the filter and close the window, or click Close to close the window without saving the filter.

Click Delete to delete the filter and close the window.


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The Display Columns are the columns displayed to the user when they click on the lookup field.

To delete columns, check one or more boxes in the first column of the grid and click Delete. Individual columns can also be deleted when viewing the display column details.

To add columns, click the Add button. The Add Display Column window opens.

Grid Field Select the column to add.

Label The label of the selected field is entered as the column label, but can be modified.

Sequence Enter a sequence number to control the order of the columns.

Searchable Allows the user to search the column to find the necessary entry.


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Tip: Once the display column has been saved, the Label becomes available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.

When you delete a display column, its corresponding entry in the Custom Labels section will be deleted.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.

Click Save & New to save the column and clear the form to enter a new column, click Save & Close to save the column and close the window, or click Close to close the window without saving the column.

Click Delete to delete the column and close the window.

The Output To Fields panel lists the mapping configurations for the output. Once a single record has been selected, the values of one or more columns can be output to specific fields.

To delete output columns, check one or more boxes in the first column of the grid and click Delete. Individual columns can also be deleted when viewing the display column details.

To add output columns, click the Add button. The Add Output to Field window opens.


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Grid Field Select the field containing the output value.

Output Field Select a field from the workflow to receive the value.

Notes:HTML content cannot be output to any fields.

The following field types are not supported: Checkbox Group, Date Picker, Include Exclude List, Multi Select, and Rich Text.The following control types are supported and can be hidden or read-only: Combo Box, Label, Text Area, Textbox, Textbox (Decimal), Textbox (Email), and Textbox (Integer).The following control types are supported, but will not be updated if they are hidden or read-only: Checkbox, Drop Down, and Radio Buttons.

When using Checkbox, Drop Down, or Radio Buttons as the output, the data table must have the Codes for the individual options list items, and not the Labels.

The output can be sent to another Combo Box. If the target combo box is set to Manual Search Mode, the text will be entered and the user can then trigger the search. If the target is set to Automatic Search Mode, the search will initiate immediately and a single matching result will be selected. If an automatic search yields more than one result, no selection will be made.

A Combo Box must not output to itself. It can output to a field that it uses as a source or filter, but it should be set to Manual Search Mode to prevent unnecessary repetition in the lookups.

Click Save & New to save the output mapping and clear the form to enter a new output, click Save & Close to save the mapping and close the window, or click Close to close the window without saving the mapping.

Click Delete to delete the mapping and close the window.


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2. Click Save to save the data source but remain on the page, click Save & Close to save the source and return to the data source list, or click Close to return to the data source risk list without saving the source.

Viewing and Modifying a Data Source Configuration

1. Once a Product has been selected, click Data Sources in the Product Menu widget. A list of all available data sources is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.

2. Click a link in the Name column to view the source details. If there are a large number of available sources, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate source.

The Data Source Configuration Management page opens, and the Data Source Configuration Menu widget appears to the left of the page for navigation to other screens.

Web Service List for Data Sources

This is a list of the web services currently available as data sources.

Address Lookup

The Address Lookup web service is used to verify that an address is valid, and provide additional information about that address.


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Note: This service requires all address information to be entered into the Search Address filter field. A full or partial address can be used.

The following columns are available. The Availability column defines whether each column is available as a Key column, Filter, Display column (including Primary Display Column), or Output column.

Column Name Availability Description

Address Line Key/Display/Output The official street line of an address relative to the area, as specified by the locality, post code, postal code or zip code. This element typically contains the address number and the street name.

Calculation Method

Key/Display/Output The method that was used to compute the geocode point.

Confidence Key/Display/Output The level of confidence that the geocoded location result is a match. It is based on many factors such as the relative importance of the geocoded location and the user’s location.

Country Name Key/Display/Output The country or region name.

Formatted Address

Key/Display/Output The complete address. It may not include the country or region.

Key Key/Display/Output A unique identifier key generated for each result.

Latitude Key/Display/Output The latitude coordinate of the geocode.

Locality (City) Key/Display/Output The location within which the address is found. This typically refers to a city, but may refer to a suburb or a neighborhood in certain countries.

Longitude Key/Display/Output The longitude coordinate of the geocode.

Search Address

Filter The address information that is sent to the service. A full or partial address can be used.

Secondary Subdivision

Key/Display/Output The subdivision name in the country or region for an address. This element is used when there is another level of subdivision information for a location, such as a county.


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Subdivision Key/Display/Output The subdivision name in the country or region for an address. This element is typically the first-order administrative subdivision, but may also be the second, third, or fourth-order subdivision in a country, dependency, or region.

Zip Code Key/Display/Output Specifies the post code, postal code or zip code.

Auto Class Code Lookup

The Auto Class Code Lookup web service is used to return vehicle class codes that match user-specified criteria.

Note: This service requires the following filters to be included in the request.Internal Company Id, LOB Code, Secondary Class Code, State Code, Vehicle Radius Code, Vehicle Size Code, Vehicle Type Code, and Vehicle Use Code.



Class Code Key/Display/Output The vehicle’s class code.

Driver Class Code Filter The driver class code.

Dumping Operations Indicator

Filter Specifies if the vehicle participates in dumping operations.

Effective Date Filter The effective date of the associated policy.

Employer Van Pool Indicator

Filter Specifies if the vehicle is used in a van pool.

Extra Info Indicator Filter Specifies if the vehicle has extra relevant information not included in the request.

Fleet Code Filter Specifies if the vehicle is fleet or non-fleet.

Internal Company Id Filter An internal identification code. Contact your Oceanwide Representative for this information.



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LOB Code Filter The Line of Business code.

Miscellaneous 1 Info Filter Miscellaneous information 1.

Miscellaneous 3 Info Filter Miscellaneous information 3.

PD Class Code Key/Display/Output The policy decisions class code.

PPT Driver Experience Code

Filter The private passenger type driver experience code.

PPT Usage Code Filter The private passenger type usage code.

Product Line Filter The vehicle product line.

Program Code Filter The vehicle program code.

Rating Section Filter The rating section to be used.

Seating Capacity Range Code

Filter Specifies the vehicle’s seating capacity.

Secondary Class Code Filter The vehicle’s secondary class code.

State Code Filter The State Code.

Vehicle Radius Code Filter The vehicle radius code. Specifies the daily distance travelled from the vehicle’s regular parking location.

Vehicle Size Code Filter The vehicle size code.

Vehicle Type Code Filter The vehicle type code.

Vehicle Use Code Filter The vehicle use code.

City File - Auto Information Lookup

The Auto Information Lookup web service is used to search for vehicle information that may affect the risks involved with a policy.

Note: This service requires the following filters to be included in the request.Effective Date, LOB Code, Policy Type, State Code, and Zip Code.


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Community Description Key/Display/Output A code made up of the six digit City ID number and the six digit Fire District ID (ISOLocID).

Community Name Key/Filter/Display/Output The name of the city or community.

County Key/Display/Output The name of the county.

County Code Key/Display/Output The Federal Information Processing Standard (FIPS) county code.


Fire District Name Key/Display/Output The name of the fire district.

Include Fire Districts Filter When this filter is omitted or false, the results will not be divided according to fire district, and the Fire District Name will show "Multiple".

When this filter is included and set to true, results that include multiple fire districts will be divided into separate entries.



LOB Code Filter The three-character Line of Business code.

MA Territory Indicator Key/Display/Output The MA territory indicator.

Policy Type Filter The policy type, such as Default, MonoLine, or Package.

Private Passenger Code Key/Display/Output The private passenger code.

Public Vehicle Code Key/Display/Output The public vehicle code.

Search Key Key/Display/Output A unique identifier made up of multiple details of the record.


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State Code Filter The two-character State Code.

Tax District Code Key/Display/Output The tax district code.

Territory Code Key/Display/Output The territory code.

Town Code Key/Display/Output The town code.

Truck Tractor Trailer Code Key/Display/Output The truck tractor trailer code.

Zip Code Key/Filter/Display/Output The USPS Zip Code.

City File - Location Information Lookup

The Location Information Lookup web service is used to search for information on a city or community.

Note: This service requires the following filters to be included in the request.Effective Date, LOB Code, Policy Type, State Code, and Zip Code.







Crime Tier Key/Display/Output The crime tier of the city or community.




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Pl 2 Territory Code Key/Display/Output The PI 2 territory code.


Protection Class 1 Key/Display/Output The protection class 1 value.








City File - Property Information Lookup

The Property Information Lookup web service is used to search for information on a specific property.

Note: This service requires the following filters to be included in the request.Effective Date, LOB Code, Policy Type, State Code, Year Built, and Zip Code.


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AOP Territory Code Key/Display/Output The All Other Perils (AOP) code for the territory.

Building Code Effectiveness Grading Class

Key/Display/Output The rating class for how well the territory creates and enforces building codes.

Building Code Effectiveness Grading Year Graded

Key/Display/Output The most recent year in which the building code effectiveness rating was reviewed.





Crime Tier Key/Display/Output The crime tier of the city or community.

Earthquake Territory Code Key/Display/Output The earthquake territory code.

Earthquake Tier Code Key/Display/Output The earthquake tier code.

Earthquake Zone Code Key/Display/Output The earthquake zone code.



Fire Rate Id Key/Display/Output The fire rate ID.

Fire Territory Code Key/Display/Output The fire territory code.

Fire Zone Key/Display/Output The fire zone.

Glass Territory Key/Display/Output The glass territory.


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Misc Fire Code Key/Display/Output The miscellaneous fire code.

Personal Building Code Effectiveness Grading

Key/Display/Output The rating class for how well an individual property meets building codes.

Pl 2 Territory Code Key/Display/Output The PI 2 territory code.


Property Liability Territory Code

Key/Display/Output The property liability territory code.







Texas Wind Catastrophe Area Code

Key/Display/Output The Texas wind catastrophe area code.



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Workers NCCI District Code Key/Display/Output The workers NCCI district code.

Year Built Filter The year the property was built.


Commercial Lines Manual - Foot Note Lookup

The Foot Note Lookup web service for the Commercial Lines Manual is used in conjunction with the Commercial Manual Lines - Search web service to retrieve foot note details associated to a specific class code.

Note: This service requires the Search Key filter to be included in the request.



Foot Note Key/Display/Output Additional information associated to a class code.


Search Key Filter The unique search key produced by the Commercial Lines Manual - Search web service. This is used to find a specific footnote associated to a class code.

Commercial Lines Manual - Search

The Search web service for the Commercial Lines Manual is used to search for information on a specific class code.

Note: This service requires the following filters to be included in the request.Effective Date, LOB Code, Policy Type, State Code, Year Built, and Zip Code.




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Class Code Key/Display/Output The class code.

Class Code or Description Filter The class code or description.

Class Limit Key/Display/Output The class limit.

CLM Section Filter The abbreviated code for the manual section.

CPP PMA Code Key/Display/Output The CPP PMA code.

CPP PMA Wording Key/Display/Output The CPP PMA wording.

CRT Group Key/Display/Output The CRT group.


Full Description Key/Display/Output The full description of the class code.



Legal Description Key/Display/Output The legal description of the class code.

MBp Rate Key/Display/Output The MBp rate.

Program Code Filter The program code.

Rate Group Key/Display/Output The rate group.

Search Key Key/Display/Output Produces a unique search key value that can be used with the Commercial Lines Manual - Foot Note Lookup web service to retrieve any footnote details related to the class code.



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Domains and Rate Tables

Once a data table has been created, the domains and rates can be uploaded in Excel files. Each Domain / Rate Table entry contains one Excel file with one Data Table selected to define how the data is organized.

Each Domain / Rate Table entry has multiple screens of information and settings, accessed through the Domain / Rate Table Menu widget to the left of the page. The widget becomes available on opening an existing entry or completing and saving the Domain / Rate Table Management screen for a new entry.

Domain / Rate Table Management Includes options to upload the Excel file for this entry and select the associated data table.

Creating a Domain / Rate Table Entry

1. Once a Product has been selected, click Domain / Rate Tables in the Product Menu widget. A list of all available Domain / Rate Table entries is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.

2. Click Add. The Domain / Rate Table Management page opens.



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Data Table Select a data table to define the organization of the uploaded data (key columns, sort column, etc.).

Culture A domain / rate table can be associated to a language, including a regional dialect. If no selection has been made, the data will not be culture-specific. When the data table is accessed, the system will use the appropriate domain / rate table for the browser’s language settings.

Effective Date A date can be specified for when this domain / rate table comes into effect. The date can be entered manually or selected from the calendar lookup . When the data table is accessed, the system will use the most recently uploaded table that corresponds to a specific date.

Imported File Name Once a file has been uploaded, this field will display the file name.

Select File to Import Click the Browse button to open a standard file browser window. Locate and select the appropriate file, and the file name and path appear in the field.

Notes:Culture and Effective Date are used to define which domain / rate table will be used when the data table is accessed.

Domain Rate Tables are only valid on or after their effective date. The system will identify all domain / rate tables valid on the specified date.

Of the valid tables, the system will then check Culture settings for an exact match on both language and region. If no match is found, the system will then check for a match on just language. If no match on language alone is found, the system will then check for domain / rate tables where no Culture is selected.

If multiple domain / rate tables are valid on both Effective Date and Culture, the system will use the one most


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recently uploaded.

If no valid domain / rate tables are found, the system will not return any result.

The columns and column labels in the uploaded file must match the sample file uploaded to the selected Data Table. If not, the file upload will be rejected and an error will be displayed.

4. Click Import to upload the file. Once the upload is complete, the Domain / Rate Table entry is saved automatically. The Domain / Rate Table Menu widget opens to the left of the page, allowing access to different screens of data and settings. In addition, the Status panel is added at the bottom of the page.

Created By Identifies the date and time the Domain / Rate Table entry was created, and the user who created it.

Last Modified By Identifies the last date and time the Domain / Rate Table entry was changed, and the user who made the changes.

Viewing and Modifying a Domain / Rate Table Entry

1. Once a Product has been selected, click Domain / Rate Tables in the Product Menu widget. A list of all available Domain / Rate Table entries is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.


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Table Definition Click a link in this column to view the Domain / Rate Table entry details.

File Name Click a link in this column to view the original Excel file attached to Domain / Rate Table entry.

2. Click a link in the Name column to view the Domain / Rate Table entry details. If there are a large number of available entries, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate entry.

The Domain / Rate Table Management page opens, and the Domain / Rate Table Menu widget appears to the left of the page for navigation to other screens.


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Field Evaluation Rules

During the normal submission process, the system regularly evaluates (calculates) calculated fields. It may evaluate all calculated fields or just the ones required for a specific purpose.

It may be necessary to evaluate specific fields at times when they otherwise would not be. Field Evaluation Rules define a set of fields, and the conditions when they will be evaluated.

Each field evaluation rule may have multiple screens of information and settings, accessed through the Field Evaluation Rule Menu widget to the left of the page. The widget becomes available on opening an existing rule or completing and saving the Field Evaluation Rule Management page for a new rule.

Field Evaluation Rule Includes settings to define the rule.

Creating a Field Evaluation Rule

1. Once a Product has been selected, click Field Evaluation Rules in the Product Menu widget. A list of all available rules is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.

2. Click Add. The Field Evaluation Rule Management page opens.


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Name Enter the name of the rule.


Description Enter a description of the rule.

Master Cover Select a master cover from those attached to the current product. If only one master cover is available, it will be selected automatically. The master cover cannot be changed once the rule has been saved.

4. Click Save to save the rule but remain on the page, click Save & Close to save the rule and return to the Field Evaluation Rule list, or click Close to return to the Field Evaluation Rule list without saving the rule.

5. On saving, additional panels become available to complete the rule configuration, and the Field Evaluation Rule Menu widget opens to the left of the page, allowing access to different pages of rules data and settings.


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The Fields panel lists all fields that will be evaluated for this rule.

a) To add fields to the list, click Add. The Available Fields window opens.

The list contains all available calculated fields from the workflow associated to the selected Master Cover, not including fields that are already attached to the rule. The columns can be sorted and filtered to locate the necessary fields.

b) Click Add for each field to be included in the rule. Each field is grayed out as it is selected.

c) Click Bulk Add to close the window and add the selected fields to the Fields list.

d) To remove fields from the list, check the boxes for all unnecessary fields and click Delete.


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The Triggering Conditions panel includes the conditions for when the selected fields will be evaluated.

Events Select one or more events where the fields will be evaluated.

Import Policy Evaluates when a bound transaction is imported from an external source, either through an integration or through the Data Import feature.

Save on non-Bound Status

Evaluates when an unbound transaction is saved. The transaction is saved at various points, such as the user clicking Save & Refresh or Next, or when changes are made to grid data, the transaction dates, or the client.

Save on Bound Status

Evaluates when a bound transaction is saved. The transaction is saved at various points, such as the user clicking Save & Refresh or Next, or when changes are made to grid data.

Create Policy Evaluates when a new policy submission is created (New Business only).

Delete Grid Row Evaluates when a row is deleted from one of the grids defined in the Selected Grids field.

Selected Grids This field is used when Delete Grid Row is selected in the Events field. Select all grids where deleting a row should evaluate the fields.

Trigger A trigger can be selected to control whether the rule will be applied or not on the selected events. The rule will not be applied if the trigger evaluates to false.


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Created By Identifies the date and time the rule was created, and the user who created it.

Last Modified By Identifies the last date and time the rule was changed, and the user who made the changes.

Viewing and Modifying a Field Evaluation Rule


2. Click a link in the Name column to view the field evaluation rule details. If there are a large number of available rules, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate rule.

The Field Evaluation Rule Management page opens, and the Field Evaluation Rule Menu widget appears to the left of the page for navigation to other screens.

3. Make any necessary changes.

4. Click Save to save the rule but remain on the page, click Save & Close to save the rule and return to the Field Evaluation Rule list, or click Close to return to the Field Evaluation Rule list without saving the rule.

Click Delete to delete the rule.


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Deleting a Field Evaluation Rule


2. Click a link in the Name column to view the field evaluation rule details. If there are a large number of available rules, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate rule.

The Field Evaluation Rule Management page opens, and the Field Evaluation Rule Menu widget appears to the left of the page for navigation to other screens.

3. Click Delete to delete the rule.


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Field Indexing

In general, data related to an individual claim is separate from data in other claims. When using placeholders in documents, e-mails, and calculated fields, they will only retrieve data from the currently selected claim.

Field Indexing collects data across all claims, and makes it available for searches, data comparisons, documents, and e-mails. In addition, all indexed fields will be available as optional fields in the Claims list.

Adding Index Fields

1. Once a Product has been selected, click Field Indexing in the Product Menu widget. A list of indexed fields is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.


2. Click Add. The Fields window opens.


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Indexing can be performed across different fields, but they must be of the same data type. The Fields list can be filtered to show fields of a specific type.

Check the boxes for all fields to be indexed. At this point, the fields are only being added to the index list, so fields of different data types can be added at the same time.

3. Click Add & Close to close the window and add the selected fields to the list, or click Close to close the window without adding any fields.

4. Once the fields are added to the list, they will be indexed and data will be added or updated whenever a claim is saved. When the associated workflow is published, the system will review all claims to backfill the indexed information.

Individual fields can be referenced using the Code, or an Alias can be defined for one or more fields of the same data type. Referencing the alias accesses all fields associated to that alias.

The alias can be used to reference the indexed content in documents, e-mails, and calculated fields. The placeholder will be the exact alias name, enclosed within square brackets, such as [[Alias]].

To add an alias, double-click in the Alias field and enter an alias name. Hit Enter or click outside the field to save the changes.

Fields can be added to the index multiple times, under different aliases.

Modifying Field Indexes


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1. Once a Product has been selected, click Field Indexing in the Product Menu widget. A list of all available indexes is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.


2. The Alias details can be modified directly in the grid. Double-click in an alias field to edit the value. Hit Enter or click outside the field to save the changes.

Deleting Field Indexes

1. Once a Product has been selected, click Field Indexing in the Product Menu widget. A list of all available indexes is displayed. For instructions on selecting a product, see Viewing and Modifying a Product.


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2. Check the boxes for all fields to be removed from the index. Click Delete, and confirm the deletion when prompted. The fields are removed and the stored index information is deleted.


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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 is 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.

Tip: By default, only Active premium types are displayed. Clear the filter in the Status column to view all premium types.

2. Click Create. The Premium Type Management page opens.



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Name Enter the name of the premium type. This name is what appears in the submission form and billing screens, as well as being used to select this premium type during setup.

Code This is an internal reference name generated by the system when the premium type is saved.

Description Enter a description of this premium type.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the premium type available to all lines.

Product 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



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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 Using Grids section of the User Guide - Introduction document 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.

Active Marks the premium type as active and available for use. If unchecked, the premium type remains linked to any master covers, but cannot be used for new master covers.

Created By Identifies the date and time the premium type was created, and the user who created it.

Last Modified By Identifies the last date and time the premium type was changed, and the user who made the changes.


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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.



2. Locate the premium type or types to be deactivated. If there are a large number of available premium types, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate premium types.

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 are deactivated. If the premium type list is still defaulted to only show active premium types, they disappear from the list.


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Tip: 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.


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Lookup Tables

Lookup tables are custom Excel files containing a list of values and all of the conditions required for each value. Once a table has been uploaded to the system, the $Lookup() function can be used in a calculated field to gather the conditions from the submission form and find the appropriate value from the table.

For details about the $Lookup() function, please see the Full Function List section in the User Guide - Calculated Fields document.

Preparing the Lookup File

1. Create a new Excel file or modify an existing file that has all of the table information.

The first row must be the header, with column names for the value and each condition. Note that the word "column" must not be used in the header name. The system supports up to 10 conditions, for a total of 11 columns (last column is K).

The first column must be the value, and cannot contain opening or closing brackets ( ) or the dollar sign $.

The remaining columns contain the conditions in the order they are used in the $Lookup() function. The maximum length for any value or condition is 80 characters, and cannot contain opening or closing brackets ( ), the dollar sign $, single or double quotes ' ", returns \r, new lines \n, or commas ,.


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The system supports up to 65,536 rows, including the header.

2. Once the table is complete, save the file as Excel 97-2003 Workbook (*.xls). Files of type .xlsx are not supported. Any valid file name can be used.

Notes: When uploading the Excel file, the system stores the data as it appears in the sheet. If any formatting has been applied that alters the appearance of the data, such as date or number formatting, the lookup conditions must match that formatting, and the reply value should be expected in the formatted style.

For this reason, numerical values should not be formatted with thousands dividers, and only periods should be used for the decimal separator.

For best results, format all cells as Text. This ensures that all data is stored exactly as it is expected.

Uploading Lookup Tables

1. In the main menu, select Product Design, then select Lookup Tables. A list of all available tables is displayed.

2. Click Create. The Lookup Table Management page opens.


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Name Enter the name of the table. This is the internal name, used to identify the table in the lookup tables list.

Code Enter a unique code for the table. This code is used in the $Lookup() function to identify the table.

Description Enter a description of the table.

4. Click Add to save the lookup table but remain on the page, click Add & Close to save the lookup table and return to the table list, or click Close to return to the table list without saving the lookup table.

Once the lookup table is saved, the Versions and Status panels become available.

Each lookup table can have multiple versions, effective within a specific period. When a lookup is performed, the Effective Date of the transaction determines which table version is used. If more than one table is in effect for the date, the most recently created version is used.


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Active Marks the table as active and available for use. If unchecked, any lookups on this table will return no results.

Created By Identifies the date and time the lookup table was created, and the user who created it.

Last Modified By Identifies the last date and time the lookup table was changed, and the user who made the changes.

5. Click Add Version. The New Lookup Table Version window opens.


Description Enter a description for this version of the table.

Effective Date Enter the date that this table version comes into effect, or select the date from the calendar lookup .

Valid Until Date Enter the date of the last day this table version is in effect, or select the date from the calendar lookup . If no date is provided, the table is valid indefinitely.


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Select File Click the Browse button to open a standard file browser window. Locate and select the appropriate file, and the file name and path appear in the field. This field and the Browse button are not shown when viewing a saved table version.

7. Click Save & New to save the table version and clear the form to add a new version, click Save & Close to save the table version and close the window, or click Close to close the window without saving the table version.

Once the table version is saved, the Status panel becomes available at the bottom of the window.

Created By Identifies the date and time the table version was created, and the user who created it.

Last Modified By Identifies the last date and time the table version was changed, and the user who made the changes.

8. To add additional table versions, repeat steps 5 to 7.

Tip: The table version should contain the same number of conditions as used in the $Lookup() function. If the function includes more conditions than exist in the table, the function does not return any value. If the table includes more conditions than are used in the function, the function returns the first value that matches the conditions. If it is necessary to change the number of conditions used in a lookup, while maintaining compatibility with previous versions, there are some options.

If conditions are being added, the older table versions can be modified to include the new condition columns with values that are always included, and then be added in place of the original tables. If conditions are being removed, the new version can include the extra condition columns.

The $If() function can be used to adjust the $Lookup() conditions to find the correct table version, or even a different lookup table entirely.

9. Click Save to save the lookup table but remain on the page, click Save & Close to save the lookup table and return to the table list, or click Close to return to the table list without saving the lookup table.

Viewing and Modifying Lookup Tables and Versions


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3. See the section on Uploading Lookup Tables for a detailed description of the fields. Some options can be edited, and others are grayed out and cannot be changed.

4. In the Versions table, click a Download link to open or save a copy of that table file. Click a link in the Effective Date column to view the version details.

Tip: The file attached to a version record cannot be changed. To replace an existing file, delete the original table version and attach the new version with the same settings.

5. When viewing a Lookup Table Version window, click Save to save any changes and keep the window open, click Save & Close to save and close the window, or click Close to close the window without saving any changes.

6. When viewing the Lookup Table Management page, click Save to save any changes and remain on the page, click Save & Close to save and return to the table list, or click Close to return to the table list without saving any changes.

Deactivating a Lookup Table

Once created, a lookup table cannot be deleted. It can be deactivated, which prevents it from being used for new lookups. Individual table versions can be deleted.


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2. Locate the table or tables to be deactivated. If there are a large number of available tables, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate tables.

3. Check the boxes for all tables to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected tables are deactivated. If the list is still defaulted to only show active tables, they disappear from the list.

Tip: Individual lookup tables can also be deactivated or reactivated directly through the table record. See the section on Viewing and Modifying Lookup Tables and Versions for details.

Deleting a Lookup Table Version

While a lookup table cannot be deleted, individual table versions can be.



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3. In the Versions list, click a link in the Effective Date column to view the version details.

4. Click Delete, then confirm the deletion when prompted to do so. The version is deleted and the window is closed.


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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. Other option lists are used to define available choices within the system, and can be attached to master covers.

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.

Tip: By default, only Active lists are displayed. Clear the filter in the Status column to view all lists.

2. Click Create. The Option List Management page opens.



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Name Enter the name of the list. This is the internal name, used to select this list when assigning it to a field. This name does not appear on the form itself.

Code This is an internal reference code which is generated by the system when the option list is saved.

Description Enter a description of the list.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the list available to all lines.

System Library This option is currently inactive.

Correlated 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 is 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.

Parent Field If this field is to be a child field in a correlated pairing, select the parent field from this list.


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Type Select the source of the list information.

Static All items in the list need to be added in the Option List Items grid below.

Existing Resource

The list is 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 and can have regional language settings.

Attachment Type Available when Static is selected as the Type. When attached to a master cover, this list defines 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 defines 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 defines 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 defines 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 defines 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 defines the choices available when reinstating a cancelled policy.

Void Reason Available when Static is selected as the Type. When attached to a master cover, this list defines the choices available when voiding a transaction.


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Country Available when Existing Resource is selected as the Type. 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 appears in the list in the submission form.

c) Enter a Code for the list item. This can be used to identify the list item for filters and conditions. If no code is provided, it will be generated by the system when the option list is saved.

d) Enter a Sequence number. This determines the item's position in the list, with lower numbers appearing first.

Tip: 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 must be changed to allow for the new addition.


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e) If the list is correlated, the Parent Option column is 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 is highlighted in yellow to indicate that it has not been accepted yet.

g) Repeat the previous steps to add additional list items.

h) Once all items have been added, right-click inside the table and select Accept All Changes. This saves 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 are Included or Excluded.

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



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2. Click a link in the Name column to view the list details. If there are a large number of available lists, see the Using Grids section of the User Guide - Introduction document 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 is marked in red, and is removed when the list is saved.

Use caution when deleting options or changing the Code. If the option has been used within the system, deleting it or changing the code could affect calculations and other resources.


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Active Marks the option list as active and available for use. If unchecked, the list remains linked to any existing forms, but cannot be attached to new fields.

Created By Identifies the date and time the option list was created, and the user who created it.

Last Modified By 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.



2. Locate the list or lists to be deactivated. If there are a large number of available lists, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate lists.

3. Check the boxes for all lists to be deactivated.


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4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected lists are deactivated. If the table is still defaulted to only show active lists, they disappear from the table.

Tip: 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.


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Workflow Configurations

The Bridge system allows the submission and claims processes 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. Workflows are divided into steps, with one or more screens per step.

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 Fields Creating individual fields to be included in the workflow.

Managing Panels Defining panels to group one or more related fields.

Managing Screens Defining screens to assemble various panels in a workflow.

Managing Integration Configurations

Configuring integration options for the sharing of data between systems.

Managing Workflows Assembling screens into steps, forming the final workflow.


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Managing Fields

Individual fields are one of the most basic components of the workflow, each one capturing an element of the submission or claim information.

Creating a New Field

1. In the main menu, select Product Design, then select Workflow Configurations, then Fields. A list of all available fields is displayed.


Tip: By default, only Active fields are displayed. Clear the filter in the Status column to view all fields.

2. Click Create. The Field Management page opens.



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Name Enter the name of the field. This is the internal name, used to select this field when connecting it to other elements of the form. This name does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the field is saved.

External Code This field is used for integration between Bridge and external systems or modules. This can be used in multiple ways.

The code should not include spaces. Any spaces are removed when the field is saved. In addition, special characters other than underscore ( _ ) should be avoided.

Genoa System For integration with the Genoa system, this code should match the Client Code field in the related custom field (EDF) in Genoa.


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Billing Module For integrations with system data in the Billing module, enter the code for the integration field.

This field will display the current value of the integration field, although the value will be read-only, and changes to the field will not be saved.

For a list of available integration fields, see the section on Billing Integration Fields in the User Guide – Calculated Fields document.

Claims Module Fields can be integrated between the Policy and Claims modules, allowing Policy information to be pulled into a Claim when a policy is selected. There are two ways to achieve this.

Shared Field: A single field is used in both the Policy workflow and the Claims workflow. The External Code for this field should have the "Bridge.Policy." prefix, such as "Bridge.Policy.CoverageRegion".

Linked Fields: Two fields are linked, one in the Policy workflow and one in the Claims workflow. Both fields should have the same External Code, prefixed with "Bridge.Policy.", such as "Bridge.Policy.CoverageRegion".

Whenever a policy is selected for a claim, including changing or re-selecting a policy, the claims field will be populated with the data from the associated policy field. The claims field can then be used normally for features such as calculations, conditions, and generated documents.

Note that changes to the policy field will not automatically be copied to the claims field. The data will only be copied when selecting a policy in the claim.

In addition, any changes to the claims field will not be copied to the policy field, and will be replaced with the policy field data if the policy is re-selected.

Control Type 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.


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Combo Box An advanced dropdown list, displaying multiple columns of data from a data source such as a pre-defined lookup table, a grid within the workflow, or a web service. This list is searchable by entering characters, and the selected option can populate multiple fields on the screen, as defined in the data source.

Date Picker A field where the date can be entered manually, or selected from a calendar lookup.

Drop Down A simple drop down list, displaying selections from an Option List.

File Upload A field that allows the user to upload a single file. The user can click the Select or Drop File to Upload button to open a standard file selection window, or drag and drop a file onto the field. Once the file has been uploaded, it can be viewed by clicking the link or deleted with the Delete button.

Note that this type of field should not be placed as the first column in a grid, or the link will open the record instead of downloading the file.


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Include Exclude List

Creates two fields with controls to move items between the Include and Exclude sides.

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 wraps 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.

Note: The vertical or horizontal orientation can be selected with the Layout option further down in the panel.

Rich Text A large text-entry field with formatting tools to display and produce rich text content. Formatting in these fields is maintained when the data is pulled into generated documents.


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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 defaults to two decimal points.

Textbox (Email) A single-line field for one or more email addresses. Multiple addresses should be separated by commas. The system validates that all addresses are properly formatted.

Textbox (Integer) Used for numerical values, but only accepts whole numbers.

Option Lists For control types that include multiple options, select the list of options to be available. The option list should be created first. See the Option Lists section for details.

Size Available for Control Types with variable widths. Select the size of the field. This can be applied to the Label, Text Area, Text Box, Textbox (Decimal), Textbox (Email), and Textbox (Integer) control types.


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Note: Small size is not supported for Text Area and Textbox (Email), and Large size is not supported for Textbox (Decimal) and Textbox (Integer).

Small The field is 124 pixels wide, including any scrollbars.

Medium The field is 274 pixels wide, including any scrollbars.

Large The field is 399 pixels wide, including any scrollbars.

Page Width This option is currently inactive.

Height 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 is 135 pixels, including the scrollbars and labels.For Rich Text fields, the height is 288 pixels, including the header and tool box.For Text Area fields (displayed below), the height is 56 pixels.

Medium For Include Exclude List fields, the height is 255 pixels, including the scrollbars and labels.For Rich Text fields, the height is 538 pixels, including the header and tool box.For Text Area fields (displayed below), the height is 147 pixels.


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Tall For Include Exclude List fields, the height is 495 pixels, including the scrollbars and labels.For Rich Text fields, the height is 838 pixels, including the header and tool box.For Text Area fields (displayed below), the height is 277 pixels.

Layout Available when the Radio Buttons option is selected for the Control Type. This selects if the options are displayed in a Horizontal or Vertical arrangement. The horizontal arrangement conserves space in the form, while the vertical arrangement allows for longer descriptions.

Fixed Height whenRead-Only

Available when the Rich Text option is selected for the Control Type. This 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 always displays at the height selected above. A scrollbar becomes available if the content exceeds the size of the field.When unchecked, the field height shrinks or expands to match the content of the field.

Hide Thousands Separator

Available when the Textbox (Integer) option is selected for the Control Type. This prevents the thousands separator from being shown in the displayed value, while maintaining the validation to ensure the value does not contain decimals or other characters. This is useful for displaying serial numbers or the year.


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Data Source This field is available when Combo Box is selected as the Control Type. Select the data source containing the necessary configuration. See the Data Source section for more information.

Search Mode This field is available when Combo Box is selected as the Control Type. A combo box can be searched by entering one or more characters to filter the content.

Automatic An Automatic search will begin once the user has entered a minimum number of characters defined in the Minimum Filter Length field. The search will refresh with each character added after the minimum.

Manual A Manual search adds a search icon to the right of the field. The user can enter as much or as little information as they choose, then click the search icon to retrieve the appropriate results.

Manual search is recommended when using large tables of data, or when using web services. This will result in better performance in both cases, and some web services incur charges for each search.

Minimum Filter Length This field is available when Automatic is selected as the Search Mode. Enter the minimum number of characters to be entered before the filtered results are displayed. If the minimum length is zero, all content is available immediately.

The user can always enter more than the minimum number of characters to further refine the search.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the field available to all lines.


Correlated 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 is to be used as a parent or child.

Parent Field If this field is to be a child field in a correlated pairing, select the parent field from this list.


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ACORD Field This feature is currently not in use.

Label Text Enter the label to appear next to the field in the workflow.

Help Text Enter the help text to be shown when the user points to the Help icon next to the field. If no help text is provided, the Help icon is not shown.

Tip: Once the field has been saved, the Label Text and Help Text become available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.


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Required If checked, the user must complete the field before they can save the screen. Rules can be defined to override this behavior based on user type or certain circumstances.

Read-Only If checked, the field displays its current or default value, and cannot be changed. Rules can be defined to override this behavior based on user type or certain circumstances.

Hidden If checked, the field is not displayed on the submission form. Rules can be defined to override this behavior based on user type or certain circumstances.


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Rate Driver If checked, the field can be selected when setting up rates calculations. This option is only available for numeric fields.

Available for Triggers If checked, the field can be selected when setting up a trigger.

Available for Reports If checked, this field is available for use in reports (such as Cognos).

Calculated If checked, the value of the field is calculated from other fields instead of taking user input directly.

Always Calculate This setting is applicable when Calculated is checked. The system evaluates calculated fields quite often, in response to actions such as navigation, quote calculation, validation rules, and automated scheduled calculations. Each calculated field adds to the processing time for the calculation pass.

When this option is checked, this calculated field will be evaluated every time the system performs a calculation pass. When unchecked, this field will only be calculated when it is required for another calculation, improving performance.

Calculated Field Formula If Calculated has been checked, the formula should be entered in this field. Please see the Building Formulas section in the User Guide - Calculated Fields document 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 appears at the bottom of the panel instead and has additional functionality. Please see the Setting Default Values for Rich Text Fields section.

When providing a default value for a Date Picker field, the date must be in the full system format "2014-10-28T18:16:12.3313239-04:00".

Maximum Length This value defines the maximum number of characters that can be entered in the field. When a user is entering information, the cursor stops at the set number of characters. If pasting information into the field, only the set number of characters are pasted. This option only functions for TextBox and Textbox (Email) control types.

Rounding Precision 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 asks that they correct the value.

Scale This option is currently inactive.


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Minimum Value Available when Textbox (Decimal) or Textbox (Integer) are selected for the Control Type. The field will not accept any value less than this setting.

Maximum Value Available when Textbox (Decimal) or Textbox (Integer) are selected for the Control Type. The field will not accept any value greater than this setting.

Bind To This option allows the field to be mapped to a core field in the system. This field will display the current value of the core field, and any changes to this field will be saved to the core field.

See Appendix D - Full Placeholders List for Claims Information in the User Guide - Calculated Fields document for a list of system fields. Only fields with a Core Field Code are available for this option. Enter the Core Field Code here.

Initial Value On... Select whether the contents of this field will be copied when creating a new transaction through Copy, Endorsement, Adjustment, Declaration, Renewal, Cancellation, or Reinstatement.The Initial Value On Copy setting also applies to copying grid rows, in any transaction type.

Source Transaction Copies the value of this field from the source transaction.

Default Instead of copying the value, this field resets to the Default value, or resets to blank if no Default value is defined.


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Field Copies the value from a selected field in the source transaction. On selecting this option, the Select Field drop-down appears, listing active fields of the same type and same line of business (or all lines of business). Select the field to copy the value from. In the case of a calculated field, this will copy the calculated value, and not the formula itself.

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 has additional functionality.

All text can be formatted using the options in the toolbar.

Existing clauses can be inserted from the clause library.

1. Click Import Content. The Import Content page opens.


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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




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2. Click a link in the Name column to view the field details. If there are a large number of available fields, see the Using Grids section of the User Guide - Introduction document 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.

Active Marks the field as active and available for use. If unchecked, the field remains linked to any existing forms, but cannot be used for new forms.

Created By Identifies the date and time the field was created, and the user who created it.

Last Modified By 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.

Copying a Field

To save time when creating groups of similar fields, an existing field can be copied under a new name.



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2. Click a link in the Name column to view the field details. If there are a large number of available fields, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate field.

3. Click the Copy button. The Copy Management page opens.

4. Enter the Name of the new field.

5. Click Next to save the field and proceed to the Field management page for the new field, or click Cancel to return to the original field without saving the copy.

6. The new field is available in the fields list, and can be edited as needed.

Notes: The Correlated and Parent Field settings cannot be copied due to the unique connections between the field and the parent. When copying a correlated field, a new correlation must be created manually.


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An Inactive field can be copied, with the copy being Active by default.

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.




2. Locate the field or fields to be deactivated. If there are a large number of available fields, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate fields.

3. Check the boxes for all fields to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected fields are deactivated. If the fields list is still defaulted to only show active fields, they disappear from the list.


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Tip: Individual fields can also be deactivated or reactivated directly through the field record. See the section on Viewing and Modifying a Field for details.


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Managing Panels

Panels are used to collect multiple fields, usually related, into a group for use in the workflow.

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, overriding 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 Workflow Configurations, then Panels. A list of all available panels is displayed.


Tip: By default, only Active panels are displayed. Clear the filter in the Status column to view all panels.

2. Click Create. The Panel Management page opens.



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Name 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 does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the panel is saved.

External Code This field is used for integration between Bridge and external systems.The code should not include spaces. Any spaces are removed when the field is saved.In addition, special characters other than underscore ( _ ) should be avoided. For View Grids, the code is inherited from the master grid and cannot be changed.

Label Text Enter the label to 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.

Help Text Enter the help text to be shown when the user clicks on the Help icon in the panel header.

Tip: If the Label Text and Help Text fields are both blank, the panel header will be hidden. This can be used to arrange panels so that they appear to be a single panel, while each panel maintains distinct display and override rules.Hiding the header removes the control to collapse or expand the panel. For this reason, any settings or overrides to collapse the panel will not be applied if the header is hidden.


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Once the panel has been saved, the Label Text and Help Text become available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the panel available to all lines. For View Grids, the line of business is inherited from the master grid and cannot be changed.

Control Type Select the format of the panel. For View Grids, the control type is inherited from the master grid and cannot be changed.

Form The fields are presented in order of sequence, arranged according to the Layout and Column Layout settings.

Grid The fields are aligned in a standard grid, with all common grid functions. An Add button opens either a detail window with the fields presented in order of sequence, arranged according to the Layout and Column Layout settings, or a tab workflow where the order of fields is defined by the workflow configuration.

The user can add multiple entries, while clicking an entry in the grid opens the details page or tab workflow for that entry.

Premium Grid Like a standard grid, the user can add rows of data. However, two extra columns are added to calculate the Transaction Premium and Term Premium for each row. If a premium grid has another premium grid as a child (see below), another two columns are added for the Transaction Premium Rollup and Term Premium Rollup, summing the calculated value for each row and all child values (through multiple layers of child grids) associated with that 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 restriction does not apply to the normal grid.

Layout This field is available for Form control types, and for Grid or Premium Grid control types when Window is selected as the Management Style. Select how the labels and fields will be positioned in the form or in the detail window.

Horizontal The labels will appear to the left of the field. This is the most common setting for fields with short labels.



Vertical The labels will appear above the fields. This is useful for fields with very long labels, such as a detailed question.

Column Layout This field is available for Form control types, and for Grid or Premium Grid control types when Window is selected as the Management Style. Select how the fields will be arranged in the form or the detail window.

Single The panel will have a single column of fields. This provides the greatest amount of space for wide fields and specific field control types.

Double The panel will have two columns of fields. This is useful for panels with many short fields.

Note: There are some field restrictions when using Double columns.

For Combo Box, Textbox, Textbox (Decimal), Textbox (Email), and Textbox (Integer) fields, if the Size is set to anything greater than Small, the field will be resized to fit the column.

For Drop Down fields, if the Size is set to anything greater than Small, the field will be changed to Small when publishing the workflow.



File Upload, Include Exclude List, and Rich Text field types are too large and cannot be resized, so they cannot be included in a double-column layout.

Text Area fields can be included, but only if Vertical is selected as the Layout Type. The Horizontal layout is too wide.


The Grid Settings panel is available when Grid or Premium Grid are selected as the Control Type.

Management Style Select how data will be entered in the grid.

Window Opens a window within the page, containing the fields selected for the panel.

Tabs Opens a set of tabbed screens in the center area of the page. The tab structure is created as a special type of workflow.

Tab Workflow This option is available when the Tabs option is selected for the Management Style. Select the tabbed workflow for this grid.

Parent Grid This option is not available for View Grids or grids that have associated View Grids.



Select a parent grid, if applicable. In the workflow, one instance of the child grid is created for each row in the parent grid, ready to receive data directly related to that row. When a row is selected in the parent grid, any child grids will appear directly below the parent. The child grids display the data associated to the selected row in the parent, and will refresh as different rows are selected in the parent.

The parent grid can have multiple child grids, all of which will appear below the parent, but a child grid can only have one parent. However, a child grid can have its own child grids, cascading down through the workflow screen.

For grids using the Window option for Management Style, all child grids must be included in the same screen configuration as their parent. The child always appears below the parent, but the sequence will control the order when multiple children of the same parent are displayed.

For grids using the Tabs option for Management Style, all grids within the selected Tab Workflow must be defined as children of the parent grid. Child grids from the Tab Workflow can also be included in the core workflow in a cascading structure, but are not required.

Tip: When entering labels for child grids, it is recommended to choose labels that clearly define the relation to other grids within the hierarchy.There are different methods to achieve this:

Adding the parent name first, such as "Parent - Child". Creating a numbered hierarchy, such as "Table 1.1", "Table 1.2", "Table 2.1", etc.

Add leading characters to "indent" the label, such as "...Child". Note that leading spaces will be removed.

Note: Tab workflows cannot contain cascading child grids themselves, but tab grids in the core workflow can be arranged in a cascading structure.

Master Grid Code This field provides a link to the master grid. This field is only visible for View Grids, which display a subset of the fields from the master grid. See the description for the View Grids panel below.

Evaluate Calculated Fields For New Rows

This option is not available for View Grids.

When checked, each time a new row is added to the grid, all calculated fields in the workflow are evaluated on opening the detail window, and again on saving the new row.

When unchecked, calculated fields are only evaluated on saving the new row.

Enable Data Import With this option checked, users with the necessary right can import a spreadsheet to quickly populate the grid with a significant amount of data, or update existing data.



Grid Height As rows are added to a grid, it expands and takes up more space on the screen. When it reaches the maximum height, it adds pages which can be navigated using the page controls in the bottom-right of the grid.

The options are Small (10 rows), Medium (25 rows), and Large (50 rows).Enable Filtering This option enables the filter row in the grid, giving users greater control in finding and

organizing data.

Show Copy Button Enables the Copy button when viewing a row in the current grid, making it easier to enter multiple rows with similar information.

Copying produces a new row where each field in the grid is duplicated, reset to default, or changed to match a source field, according to the Initial Value On Copy setting for each field.

Copying may also include associated rows from child grids, according to the Copy With Parent settings for the child grids.

Copy With Parent This option is applied if a parent grid has been selected. If no parent grid is selected, this option has no effect.

If checked, copying a row in the parent grid will also copy all rows from the current grid that are associated to the parent row. Each field in the grid is duplicated, reset to default, or changed to match a source field, according to the Initial Value On Copy setting for each field.

If unchecked, rows from the current grid will not be copied when the parent rows are copied.

The copy cascades through multiple child grids that have this option enabled, even if the Show Copy Button option is not checked.

Enable Editing in Grid Certain field types can be edited directly within the grid without having to open the detail window. Double-click a cell for an editable column to make changes. Clicking on another row or outside the grid saves the changes. Multiple cells can be edited in a single row, and the row saves on clicking outside of the row.

Checking this box enables the feature for the current grid, and makes the Editable in Grid checkbox available for individual fields shown in the grid.



The Policy Settings panel is available when Grid or Premium Grid are selected as the Control Type, except for View Grids. This controls whether or not data in the grid is copied into the new transaction when creating an endorsement, adjustment, declaration, renewal, cancellation, or reinstatement.

Note that these settings do not apply when individual rows are copied, either directly or when a parent row is copied.

Copy Row on Endorsement Select a trigger to control copying when creating an endorsement transaction.

Copy Row on Adjustment Select a trigger to control copying when creating an adjustment transaction.

Copy Row on Declaration Select a trigger to control copying when creating a declaration transaction.

Copy Row on Renewal Select a trigger to control copying when creating a renewal transaction.

Copy Row on Cancellation Select a trigger to control copying when creating a cancellation transaction.

Copy Row on Reinstatement

Select a trigger to control copying when creating a reinstatement transaction.

The trigger is evaluated for each row in the grid. If the trigger evaluates as true, the row is copied into the new transaction, if false, the row is not copied. If no trigger is defined, all rows are copied for that transaction type.

Note: If a row is copied, each field is copied according to the individual copy settings, either copying the content or resetting the field back to its default value. If a row is not copied, the individual copy settings for each field are ignored.

4. Click Add to save the panel. Additional sections are added to complete the configuration.

5. Select the fields to be included in the panel. The Fields grid displays all currently attached fields, and their settings.



Note: When configuring a panel as a tabbed grid, all fields included in Form panels within the associated Tab Workflow should be added to the current panel.

Any fields included in Form panels within the associated Tab Workflow that are not included in the current panel will be displayed in the workflow, but will not be saved.

Fields that are not included in the associated Tab Workflow can be added to the current panel, but will not be displayed in the workflow.

This does not apply to fields included in Grid or Premium Grid panels within the associated Tab Workflow, including child tab grids. Those fields are entirely configured within their respective panels.

To remove fields from the panel, check the boxes next to all appropriate fields and click Delete.

Click Add Fields to add a new field, The Add Fields window opens.

Click a link in the Name column to view an existing field. The Edit Fields window opens.



a) The Available Fields panel lists all fields that are available for use in the panel. The columns can be sorted and filtered to locate the necessary fields, then click Add for each one in the order they should appear in the panel. Each field is grayed out as it is selected.

b) Click Bulk Add to add all selected fields to the Included Fields list.

As each field is added, default sequence numbers are assigned in increments of ten and the configuration is saved. The sequence numbers can be changed manually later in the process.

c) When all fields have been added, click Close to close the window.

d) The Fields panel lists all fields currently included in the panel. To update details such as the sequence number and whether or not the field will be displayed in grids (for Grid and Premium Grid panels), click a link in the Name column. The Edit Field window opens.

Name Displays the name of the selected field.

Sequence The assigned sequence number can be changed.



Tip: 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 must be changed to allow for the new addition.

Display in Grid This checkbox is only available for Grid and Premium Grid panels. When unchecked, the field will only be shown in the detail window or tab workflow when adding records. When checked, this field will be included in the grid, as well as the detail window or tab workflow.

The first column displayed in the grid will contain links to open the detail window or tab workflow. For records that are missing a value in that first column, a View link will be displayed.

Editable in Grid This option is available when Enable Editing in Grid is checked for the grid, Display in Grid is checked for the current field, and the current field type is supported for this feature.

This feature allows the current field to be edited directly within the grid without having to open the detail window. Double-click a cell for an editable column to make changes. Clicking on another row or outside the grid saves the changes.

The following field types are supported: Text Box, Textbox (Decimal), Textbox (Integer), Checkbox, and Drop Down. However, if the field configuration is set to Read-Only, this checkbox will not be available.

Note that any field or panel override conditions will not be applied, but the Required setting in the field configuration will be enforced if it is enabled. In addition, data validations set for the grid will not be triggered, so any such validations should also be set for the parent page.

Read-Only Override

This option is available when Editable in Grid is checked and the current field is a Checkbox, Drop Down, Text Box, Textbox (Decimal) or Textbox (Integer). Another field in the panel can be chosen to make the current field read-only when the other field evaluates to True. The other field can be a Text Box, Label or Checkbox.

This is useful when a Checkbox should be editable directly in the grid but read-only under certain conditions.

Note: The system’s True/False evaluation of this feature is case-sensitive. The system will evaluate “True” as True, but evaluate “true” as False. When using a Text Box or Label, ensure that all values that should evaluate to True have a value of “True”, where T is capitalized.

A Checkbox will evaluate to True when it is checked, and False when it is unchecked.



e) Click Save & Close to save and close the window, or click Close to close the window without saving any changes.

f) On the Panel Management page, fields can be removed from the panel by checking the boxes for all fields to be removed, then click Delete.

6. By default, each panel is open, visible, and editable at all stages and statuses of the transaction or claim. 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.

Tip: Overrides take effect when the page refreshes. Responsive Display of Panels, detailed in the Managing Screens section, causes panels to hide or appear immediately, and may be a useful alternative to overrides.

To delete override rules, check the boxes next to all appropriate rules and click Delete.

Click Add Panel Behavior to add a new override rule, or click a link in the Transaction Type Is column to view an existing rule. The Panel Behavior Override page opens.

a) Complete the necessary details to define the rule.



Select how the panel should behave under the defined circumstances.

Collapsed The panel starts out collapsed when the form is displayed. The user can still expand the panel to display the fields.

Hidden The panel is not shown in the form, although it is still present for use in triggers, calculated fields, and generating documents.

Read-Only The panel can be viewed, but cannot be edited.

The Trigger option is used to assign a trigger to the rule. The rule is only 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 trigger changes in a form that they cannot undo.

When a user makes changes in a form that trigger an override rule, it does not occur immediately. The rule is 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 retain their current value.



Select the type of transaction where the rule applies.

New Business The original version of a submission or policy.

Endorsement A modification to a bound policy.

Adjustment An adjustment to a bound policy.

Declaration A periodical modification to a bound policy.

Renewal A renewal for an expired policy.

Cancellation A cancelled policy.

Reinstatement A policy that was reinstated after being cancelled.

Select the status of submission or policy where the rule applies.

Incomplete A submission that has not yet had a quote calculated.



Quoted A submission that has been quoted and is ready to be bound.

Referred A submission that does not meet the requirements of the master cover and has been submitted to the insurance representatives for review.

Bound A policy that has been bound.

Declined A quote request or referral that has been declined.

Indication Provided A preliminary quote has been issued, which cannot be bound. A full quote must still be requested, possibly requiring additional information.

Underwriting Required 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.

Payment Pending A submission that is awaiting payment before being bound.

Lost A quote that has been marked as lost business.

Select the types of user where the rule applies. 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 options must be selected.

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. 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. This option is not available when Tabs is selected as the Management Style.

Tip: Overrides take effect when the page refreshes. Responsive Display of Fields, detailed in the next step, causes fields to hide or appear immediately, and may be a useful alternative to overrides.

To delete override rules, check the boxes next to all appropriate rules and click Delete.

Click Add Field Behavior to add a new override rule, or click a link in the Name column to view an existing rule. The Field Behavior Override page opens.

a) Complete the necessary details to define the rule.

Select the fields where the rule applies. 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 must be edited to select the new fields.



Select how the field should 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 The field must be completed before the user can save the screen.

Hidden The field is not shown in the form.

Read-Only The field can be viewed, but cannot be edited.

The Trigger option is used to assign a trigger to the rule. The rule is only 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 trigger changes in a form that they cannot undo.


If a field is hidden by a triggered override rule, it retains its current value.

When hiding a field included in a grid, the field is hidden when viewing the details page for an entry, but the column remains visible when viewing the grid itself.



Select the type of transaction where the rule applies.
















Indication Provided A preliminary quote has been issued, which cannot be bound. A full quote must still be requested, possibly requiring additional information.


Payment Pending A submission that is awaiting payment before being bound.




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.

8. In some cases, certain information will only be necessary under certain conditions. Responsive Display of Fields configurations allow fields to be hidden or displayed immediately when the user selects specific options in the panel.



The Responsive Display of Fields panel is available when Window is selected as the Management Style.

To delete configurations, check the boxes next to all appropriate configurations and click Delete.

Click Add to add a new configuration, or click a link in the Control Field column to view an existing configuration. The Responsive Display of Fields window opens.

a) Complete the necessary information. Fields marked with a red asterisk * are required.



Control Field Select the field from the current panel that will control the display of the selected fields. Fields of type Checkbox, Radio Buttons, and Combo Box are available.

Control Field Options This field is available when a Radio Buttons or Combo Box type field is selected as the Control Field.

For a Radio Buttons control field, this will be an include/exclude field. Select which options will display the selected fields. A selected option cannot be used in more than one configuration.

For a Combo Box control field, this will be a text field. Enter all values that will display the selected fields, separated by semi-colons. These should be the key values defined in the Data Source for the combo box. Spaces are permitted, but any spaces at the beginning or end of individual values will be ignored. A value cannot be used in more than one configuration.



Fields to Display Select the fields from the current panel that will be affected by this configuration. When the checkbox is checked or one of the Control Field Options are selected, the fields will be displayed. Note that File Upload and Rich Text control types are unavailable for this feature.

Note: If data exists in a field, either a default value or entered by the user, it will be maintained whether the field is displayed or hidden.

b) Click Save & New to save the configuration and clear the form to add additional configurations, click Save & Close to save the configuration and close the window, or click Close to close the window without saving the configuration.

9. A standard grid is a stand-alone entity with unique fields, and can only be used once in any workflow. View Grids can be defined to share the data stored in the master grid. Each View Grid can contain all fields from the master grid, or a subset of those fields. All rules for displaying fields and data, including overrides, are inherited from the master. Any changes to data within a View Grid will update the master grid. This option is not available when Tabs is selected as the Management Style.

Notes: Grids configured as parent or child cannot be used as a master or view grid. The View Grids panel will not be shown.

Only one grid from a single master/view configuration can be used on any one screen. Grids from separate configurations can be used on the same screen.

View Grids can be used in a workflow even if the master grid is not included.



Click a link in the Name column to save the current page and open an existing View Grid. Click Create to save the current page and open the Panel Management page to create a new view grid. To deactivate view grids, check the boxes next to all appropriate grids and click Deactivate.

View grids are configured much like the master grid, although with reduced options. Some settings are inherited from the master grid, and all fields and overrides are included by default.

Any fields and overrides that should not apply to this view can be deleted by checking the boxes and clicking the Delete button. Any deleted fields can be added again, but only fields included in the master grid will be available.

10.The Field Assignments panel is available for Grids and Premium Grids.

The Field Assignments panel is used to assign certain fields to special functionality within the grid.

Representative Field In some cases, the system will need to display an identifier for a single record out of the context of the grid itself. This identifier may be displayed as static text, or a link to the record.

Select the field to be used for the identifier text. Enter three or more characters to locate the appropriate field. For best results, the selected field should contain data that clearly identifies the record. In instances where the selected field is blank and a link must be available, a View link will be displayed instead. Fields of type Label, Textbox, Textbox (Decimal), Textbox (Email), and Textbox (Integer) are available.

Hyperlink Field A field in the grid can be selected to supply the links to specific pages within the workflow. Fields of type Label and Textbox are available. When a user clicks on a grid row’s hyperlink, the user will be navigated to the page specified in the row’s Hyperlink Field.

Note that using this feature disables the Add and Export / Import features, as well as the ability to open a detail window by clicking a link in the first column. The grid can only be populated by an integration configuration. Once populated, certain fields can be edited directly in the grid if configured with the Editable in Grid setting.



Active Marks the panel as active and available for use. If unchecked, the panel remains linked to any existing forms, but cannot be used for new forms.

Created By Identifies the date and time the panel was created, and the user who created it.

Last Modified By Identifies the last date and time the panel was changed, and the user who made the changes.

11.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






2. Click a link in the Name column to view the panel details. If there are a large number of available panels, see the Using Grids section of the User Guide - Introduction document 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.

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.






2. Locate the panel or panels to be deactivated. If there are a large number of available panels, see the Using Grids section of the User Guide - Introduction document 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 are deactivated. If the panels list is still defaulted to only show active panels, they disappear from the list.

Tip: Individual panels can also be deactivated or reactivated directly through the panel record. See the section on Viewing and Modifying a Panel for details.



Managing Screens

Screens are used to group panels together. Each screen is one page in the final workflow, with navigation tools to move between screens.

Creating a New Screen

1. In the main menu, select Product Design, then select Workflow Configurations, then Screens. A list of all available screens is displayed.


Tip: By default, only Active screens are displayed. Clear the filter in the Status column to view all screens.

2. Click Create. The Screen Management page opens.




Name 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 does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the screen is saved.

Label Enter the label to be shown at the top of the screen.

Tip: Once the screen has been saved, the Label Text becomes available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.

Emphasize Actions As the user navigates through the workflow, there may be screens where certain actions are common and expected, such as binding the submission on the last page, requesting a special quote on a summary page, or printing a specific document related to the content of the screen.

This option allows specific buttons to be displayed at the bottom of the screen along with the navigation buttons. Each button matches an option in the Actions widget, performs exactly the same function, and follows the same rules for availability based on the transaction type, status, and the rights of the user. Even when activated for a particular screen, the button only appears if the matching option is available in the Actions widget.

Check the box for each button to be enabled for the current screen.



Tip: The amount of space in the navigation bar depends on the screen resolution and the size of the browser window. The workflow configuration should be tested to ensure that there is enough space for the buttons. The following information may help:

The Request Quote and Request Special Quote actions are never available at the same time.

The Bind and Request Bind buttons are never available at the same time.

The Previous button is not displayed on the first screen of the workflow, and the Next button is not displayed on the last screen of the workflow.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the screen available to all lines.


4. 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.

5. On saving the screen, the following panels are added to the page.

The Panels list displays all panels within the screen. Click Create to add panels. The Panel window opens.



Panel 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.

Sequence Enter a Sequence number. This determines the panel's position in the screen, with lower numbers appearing first.

Tip: 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 must be changed to allow for the new addition.

Click Save & New to save the panel and clear the form to add another panel, click Save & Close to save the panel and return to the screen page, or click Close to return to the screen page without saving the panel.

In some cases, certain information will only be necessary under certain conditions. Responsive Display of Panels configurations allow panels to be hidden or displayed immediately when the user selects specific options in another panel on the screen.

To delete configurations, check the boxes next to all appropriate configurations and click Delete.



Click Add to add a new configuration, or click a link in the Control Field column to view an existing configuration. The Responsive Display of Panels window opens.

a) Complete the necessary information. Fields marked with a red asterisk * are required.

Control Field Select the field from the current panel that will control the display of the selected panels. Fields of type Checkbox, Radio Buttons, and Combo Box are available.

Control Field Options This field is available when a Radio Buttons or Combo Box type field is selected as the Control Field.

For a Radio Buttons control field, this will be an include/exclude field. Select which options will display the selected panels. A selected option cannot be used in more than one configuration.



For a Combo Box control field, this will be a text field. Enter all values that will display the selected panels, separated by semi-colons. This should be the primary display values of the combo box. Spaces are permitted, but any spaces at the beginning or end of individual values will be ignored. A value cannot be used in more than one configuration.

Panels to Display Select the panels from the current screen that will be affected by this configuration. When the checkbox is checked or one of the Control Field Options are selected, the panels will be displayed.

Note: If values exist in the fields of a panel, either default values or entered by the user, they will be maintained whether the panel is displayed or hidden.

b) Click Add & New to save the configuration and clear the form to add additional configurations, click Add & Close to save the configuration and close the window, or click Close to close the window without saving the configuration.

Active Marks the screen as active and available for use. If unchecked, the screen remains linked to any existing workflows, but cannot be used for new workflows.

Created By Identifies the date and time the screen was created, and the user who created it.

Last Modified By Identifies the last date and time the screen was changed, and the user who made the changes.

Viewing and Modifying a Screen






2. Click a link in the Name column to view the screen details. If there are a large number of available screens, see the Using Grids section of the User Guide - Introduction document 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 Code.

To edit or delete a panel, click a link in the Name column. All fields can be edited except for the selected panel itself. Make any necessary changes and click Save & New to save the panel and clear the form to add another panel, click Save & Close to save the panel and return to the screen page, click Close to return to the screen page without saving the panel, or click Delete to remove the panel from the screen.

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.

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.






2. Locate the screen or screens to be deactivated. If there are a large number of available screens, see the Using Grids section of the User Guide - Introduction document 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 are deactivated. If the screens list is still defaulted to only show active screens, they disappear from the list.

Tip: Individual screens can also be deactivated or reactivated directly through the screen record. See the section on Viewing and Modifying a Screen for details.



Integration Configurations

The Bridge system can be integrated with a variety of external systems, transferring data through pre-configured channels. Integration can be set to occur automatically at specific points in the workflow, or can be triggered manually using buttons added to the Actions widget.

The Integration Configurations section is used to create and maintain these links between systems, but initial configuration must be done by Oceanwide. Contact your Oceanwide Representative to request that a specific integration be setup, and receive certain configuration details required for this page.

Creating a New Integration Configuration

1. In the main menu, select Product Design, then select Workflow Configurations, then Integration Configurations. A list of all available configurations is displayed.

Tip: By default, only Active configurations are displayed. Clear the filter in the Status column to view all configurations.

2. Click Create. The Integration Configuration Management page opens.




Name Enter the name of the configuration. This is the internal name, used to select this screen in the configurations list. This name does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the configuration is saved.

Description Enter a description for this configuration.

Integration Type Select the type of integration. This is provided by your Oceanwide Representative.

E-Signature This integration type defines a document that will be generated by the system and then submitted to a digital signature service. The user digitally signs the document, which is then attached to the transaction.

Compliance Scan This integration type collects data from the transaction and submits the data to be compared to one or more international watch lists of restricted people and places. If any part of the data matches a restriction in a list, equaling or exceeding a specified threshold, the integration returns that the transaction is not compliant.



Policy Decisions Submits policy details to the Policy Decisions system, and maps the response data to a specific field structure in the policy. Due to the complexity of configuring this integration and the associated workflow, this option should be handled by your Oceanwide Representative.

Endpoint Code Enter the Endpoint Code for the external system. This is provided by your Oceanwide Representative. This field will not be displayed if it is not necessary for the selected integration type.

Action Select the type of action to initiate the integration configuration. This may be a direct action by the user, or an indirect action resulting from other activities. The configuration conditions are evaluated to determine if the integration is performed, and how it will be handled.

Bind The configuration will activate when the user attempts to bind a transaction with the Bind, Confirm Cancellation, or Confirm Reinstatement actions.

Calculate Quote The configuration will activate when the system performs a quote calculation. This can be activated by the user, triggered by navigating through a workflow, or automated processes such as the optional quote calculation after automatic renewal.

Calculate Refund The configuration will activate when the system performs a refund calculation. This can be activated by clicking on the Calculate Refund link in the Actions widget, clicking on the Calculate Refund button in the Cancel window, changing the cancellation date on a Cancellation – Quoted transaction, or during an Automatic Cancellation Initiation.

Note: This action requires Cancellation to be included in the Policy Transaction Types field and Incomplete and Quoted to be included in the Policy Transaction Statuses field.

Delete The configuration will activate when the user deletes a transaction by clicking on the Delete link in the Actions widget and then confirms the deletion.

Note that Post-Action is not available for Delete actions.

Mark as Lost The configuration will activate when a quote is marked as lost, either by manual action on the part of the user, or the timed expiry of the quote.

Reinstate The configuration will activate when the user creates a reinstatement transaction.

Notes: When Pre-Action is chosen from the Perform drop-down, Reinstatement must be included in the Policy Transaction Types field and Incomplete must be included in the Policy Transaction Statuses field.



When Post-Action is chosen from the Perform drop-down, Reinstatement must be included in the Policy Transaction Types field and Quoted must be included in the Policy Transaction Statuses field.

Request Quote The configuration will activate when the user clicks the Request Quote action from a transaction in Underwriting Required status, sending the transaction into Referred status.

Note that some users, commonly underwriters, will bypass Underwriting Required status and go directly to Referred status. This integration will not activate in those circumstances.

Save The configuration will activate with the following save events.

o Clicking Save & Refresh or Next in the policy workflow, except when the screen is complete and no changes have been made within the screen.

o Activating the Calculate Quote process, either manually or automatically.

o Clicking Select Quote in the Quote Summary window for a multi-quote workflow.

o Changing the Effective Date or Valid Until date in the Policy Information window, and clicking Save & Close. Except for Cancellation and Reinstatement transactions, where clicking Save & Close will save the settings even if no changes were made.

o If any changes are made to the Assured, including creating or selecting an assured, changing the assured, or editing the assured information and saving.

Note that field validations, such as invalid data or missing required fields, will prevent the save and the integration.

Custom Links the configuration to a custom item in the Actions widget, configured below.

Note: An optional setting is available to have the system automatically recalculate the quote on completion of a custom integration. This will occur if the current screen is set to Calculate Quote in the Master Cover – Validation & Workflow Actions page, and this option is enabled in the core system configuration. To confirm whether or not this option is enabled, please contact your Oceanwide Representative.This optional setting does not apply to E-Signature integration types.



The Integration Specifications panel becomes available when an Action is selected.

Perform Select how the integration should be performed in relation to the selected Action. Not available when Custom is selected as the Action.

Pre-Action The integration will be performed before the selected Action.If the integration fails, the action will not occur. This does not apply to Save actions, which will occur regardless of the integration results.Any validations that can prevent the action, such as bind validations, are performed after the integration. This means the action may not occur, even if the integration is successful.

Post-Action The integration will be performed after the selected Action. The integration will occur even if the event itself fails due to validations. Use the Availability / Triggering Conditions detailed below if the integration requires specific conditions.

External Service This option is currently unavailable.

Label Text For configurations that are initiated by the user, enter the label for the button. Available when Custom is selected as the Action.



Tip: Once the configuration has been saved, the Label Text becomes available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.

Emphasize Action When Custom is selected as the Action, the custom item is added to the Actions widget. When this box is checked, a matching button is added at the bottom of the screen with the navigation buttons. If the custom action is not available in the Actions widget due to the selected Availability / Triggering Conditions, the associated button will also not be displayed.

Integration Level Available when Custom is selected as the Action. Select where the processing is to be done.

Backend Calls an integration service on the Bridge server.

Frontend Redirects the current browser window to an external web page, with the address specified in the Link URL field below.

Communication Available when Backend is selected for Integration Level. Select how the systems should communicate. This information is provided by your Oceanwide Representative.

Synchronous The Bridge system and integration system communicate both ways, allowing immediate updates of the submission as well as warning messages if there are any problems.

Note: Replies and updates from synchronous integrations can only be accepted when the submission is a New Business or Renewal transaction in Incomplete status, or any transaction type in Bound status. In any other transaction type or status, any reply will be ignored.

Asynchronous The Bridge system sends the information to the integration system, and then continues with normal processing. While the integration may affect the submission in the background, it will not return any warning messages.

Pre-Integration Evaluation

Not available when Frontend is selected for Integration Level. Select how the system should evaluate calculated fields before performing the integration.

All The system performs the standard calculation process, evaluating all necessary calculated fields.

None The system does not evaluate any calculated fields.



User-Defined Rule A Field Evaluation Rule can be selected, which defines a specific selection of calculated fields to be evaluated. The rule may have a Trigger selected, which will be evaluated to determine if the rule is applicable. Selecting this option reveals the Pre-Integration Evaluation Rule field below.

Pre-Integration Evaluation Rule

Available when User-Defined Rule is selected for Pre-Integration Evaluation. Select a Field Evaluation Rule to determine which fields should be evaluated before performing the integration.

Post-Integration Evaluation

Available when Synchronous is selected for Communication. Select how the system should evaluate calculated fields after performing the integration.

All The system performs the standard calculation process, evaluating all necessary calculated fields.

None The system does not evaluate any calculated fields.

User-Defined Rule A Field Evaluation Rule can be selected, which defines a specific selection of calculated fields to be evaluated. The rule may have a Trigger selected, which will be evaluated to determine if the rule is applicable. Selecting this option reveals the Post-Integration Evaluation Rule field below.

Post-Integration Evaluation Rule

Available when User-Defined Rule is selected for Post-Integration Evaluation. Select a Field Evaluation Rule to determine which fields should be evaluated after performing the integration.

Link URL Provide the URL address of the external system. Available when Frontend is selected as the Integration Level. The URL can contain placeholders that retrieve system information and insert it into the URL.

Example: The [[TransactionResourceId]] placeholder can be used to retrieve the internal ID of a transaction.

The URL may be constructed as follows. The exact format of the URL must be determined by the website administrator.

https://website.com/ID?ResourceID=[[TransactionResourceId]]This would substitute the appropriate value and direct the user to the following URL.

https://website.com/ID?ResourceID=12345The destination website would then resolve the address according to its own configuration.



The Document to be Generated and Signed panel becomes available when E-Signature is selected as the Integration Type. The Document field lists all documents configured within the available master covers. Select a document that has been configured for e-Signatures.



Integration configurations are enabled for a workflow in the Workflow Management page. Within the workflow, the Availability / Triggering Conditions panel defines when the integration can be activated by the event or user. The integration can only be activated if the transaction and user match at least one selected option in each group. At least one option must be selected in each group or the integration can never be activated.

Policy Transaction Types Select the transaction types where the integration can be activated.



Policy Transaction Statuses

Select the transaction statuses where the integration can be activated.

Security Roles Select the user security roles that are required to enable the integration.

Screens Select the screens where the integration can be activated. This only applies for Custom Actions.

Trigger An optional trigger can be selected as a final requirement to enable the integration. The trigger must evaluate as true for the integration to occur, as well as meeting the other requirements in this panel.

The Working Indicator panel becomes available when Custom is selected as the Action and Synchronous is selected for Communication. If an integration is expected to take a noticeable amount of time to complete, an icon can be displayed with a message that the integration is running.

Display Working Indicator Check this box to display the working indicator while the integration runs. If the system needs to reload the page after the integration completes, the selected indicator will remain until the page is reloaded.

Icon Options This field becomes available when Display Working Indicator is checked. Select the animated icon to be displayed.

Spinner A square containing a shaded spinning circle.

Squares A set of nine squares that fade in and out.

Text Options This field becomes available when Display Working Indicator is checked. Select if the indicator should display the Default text, "Loading…", or Custom text.



Note that the Default text cannot be customized for different languages using the Custom Labels feature, but the Custom text can.

Custom Text This field becomes available when Custom is selected for Text Options. Enter the text to appear below the indicator icon. Text will appear on one line, and will be cut off if it exceeds the display area, so it is recommended to keep the message brief.

4. Click Add to save the configuration but remain on the page, click Add & Close to save the configuration and return to the configurations list, or click Close to return to the configurations list without saving the configuration.

Once the configuration is saved, the following panels are added to the page.

The Select Policy Participants to Scan panel becomes available after saving an integration with Compliance Scan selected as the Integration Type.

Client Check this box to include the client details in the compliance scan.

Distributor Check this box to include the distributor details in the compliance scan.

The Sanction Lists panel becomes available after saving an integration with Compliance Scan selected as the Integration Type. This panel displays all selected sanction lists to be searched.



To add lists to the scan:

a) Click Add. The Sanction List window opens.

b) Complete the necessary information. Fields marked with a red asterisk * are required.

Name Select the list to add.

Threshold Enter the threshold percentage. As the data being scanned is compared against entries in this list, it generates percentages to represent how closely the data matches. If the scan produces any matches that equal or exceed this threshold, it will be considered a compliance violation.

c) Click Save & New to add the list and clear the form to add a new list, click Save & Close to add the list and close the window, or click Close to close the window without adding the list.

To view and modify selected lists:

a) Click a link in the Name column. The Sanction List window opens.

b) Make any necessary changes.

c) Click < Previous or Next > to navigate through the list entries. Click Save & Close to save the list details and close the window, or click Close to close the window without saving. Click Delete to remove the list from the scan list.

To remove lists from the scan list:

a) Check the boxes for all lists to be removed.

b) Click Delete. The selected lists are removed.



Lists can also be deleted when viewing the list details.

Active Marks the configuration as active and available for use. If unchecked, the integration is no longer available and cannot be activated.

Created By Identifies the date and time the configuration was created, and the user who created it.

Last Modified By Identifies the last date and time the configuration was changed, and the user who made the changes.

Viewing and Modifying an Integration Configuration


Tip: By default, only Active configurations are displayed. Clear the filter in the Status column to view all configurations .



2. Click a link in the Name column to view the configuration details. If there are a large number of available configurations, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate configuration.

3. See the section on Creating a New Integration Configuration for a detailed description of the fields. All fields may be edited, if necessary.

4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the configurations list, or click Close to return to the configurations list without saving any changes.

Deactivating an Integration Configuration

Once created, a configuration cannot be deleted. It can be deactivated, which prevents it from being used.


Tip: By default, only Active configurations are displayed. Clear the filter in the Status column to view all configurations .

2. Locate the configuration or configurations to be deactivated. If there are a large number of available configurations , see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate configurations.

3. Check the boxes for all configurations to be deactivated.



4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected configurations are deactivated. If the configurations list is still defaulted to only show active configurations , they disappear from the list.

Tip: Individual configurations can also be deactivated or reactivated directly through the configuration record. See the section on Creating a New Integration Configuration for details.

Configuring an e-Signature Integration

The e-Signature integration type defines a document that will be generated by the system and then submitted to a digital signature service. The user digitally signs the document, which is then attached to the transaction.

1. The document template must contain the Signature Placeholder, available in the Signature group of the Word Ribbon. The template is then uploaded to the system and attached to a document configuration in the master cover.

2. Create a new integration configuration.

3. The following settings are required:

Name Enter the name of the integration.

Code A code can be provided, or one will be generated by the system on saving.

Description Enter a description, if necessary.

Integration Type Select E-Signature.

Endpoint Code Enter OwBridge.SilanisESignLive.

Action Defaults to Custom on selecting E-Signature and cannot be changed.

Label Text Enter the label for the custom action.



Emphasize Action This option can be selected to add a button at the bottom of the screen in addition to the option in the Actions widget.

Integration Level Select Backend.

Communication Select Synchronous.

Document Select the document to be generated and signed.

Availability / Triggering Conditions

Select the appropriate conditions to make the custom action available to users.

4. Attach the integration to the appropriate workflow, and then republish the workflow. The custom action will be available in the workflow according to the Availability / Triggering Conditions.

5. As e-Signature documents are generated, details are tracked in the transaction. The name of the user who initiated the signature process, the current status of the document, and the last date/time that the status changed are all tracked. This information can be retrieved by calculated fields for a range of purposes such as tracking, display, and validations.

The name of the user who created the document is retrieved using the following path:[[DocumentArray/Document[MasterCoverDocumentCode='Code' and Status='Status']/CreatedBy]]

The date of the last status change is retrieved using the following path:[[DocumentArray/Document[MasterCoverDocumentCode='Code' and Status='Status']/StatusModifiedOn]]

In each case, the Code is the code of the document configuration in the master cover, and the Status is selected from the following list:

Status SentForSigning The document has been generated and sent to the certification service.

Signed The document has been signed and verified.

SigningDeclined User declined to sign the document.

SigningPending The document signing process is in progress.

SigningSessionExpired The signing process timed out due to inactivity (20 minutes).



OptedOutOfSigning User opted out of signing the document.

Note: Only the most recent document for each code and status combination is tracked in the transaction information.If a specific document has been generated and is in Signed status, while another version of the same document has been generated but is in SigningPending status, they will both be available.Once the second document is signed, it will replace the first signed document.This only applies to the document information stored in the transaction data. The actual documents will all be available in the Documents/Forms list.



Managing Workflows

A workflow is a collection of fields, panels, and screens that define how the end users will navigate and enter data for submissions and claims. This is the final step in the workflow design process, although additional configuration is required at the master cover level. See the Managing Master Covers section of the User Guide - Master Covers document for instructions on attaching and configuring a workflow.

There are core workflows, used for submissions and claims, that are divided into Steps. Each step contains as many screens as necessary. The navigation options within the workflow allows user to navigate through steps and screens.

Tabbed workflows are connected to tab grids within a core workflow. When adding a record to a tab grid, the tab workflow replaces the core workflow in the center of the page. Each screen is displayed as a tab, and the tabs are used to navigate through the workflow. When the user is finished with the tab workflow, closing the record returns to the core workflow.

Creating a New Workflow

1. In the main menu, select Product Design, then select Workflow Configurations, then Workflows. A list of all available workflows is displayed.

Tip: By default, only Active workflows are displayed. Clear the filter in the Status column to view all workflows.

2. Click Create. The Workflow Management page opens.




Name Enter the name of the workflow. This is the internal name, and does not appear on the workflow itself.

Code This is an internal reference name which is generated by the system when the workflow is saved.


Type Select the type of workflow.

Steps A core workflow, organized into steps and screens.

Tabs A tabbed workflow for use with tab grids.

Target System Select where the workflow should be used.

Policy The workflow is meant for use in the policy submission system.

Claims The workflow is meant for use in the claims system.

4. Click Add to save the workflow but remain on the page to continue the configuration, 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.

Once the workflow has been saved, additional panels become available.

5. If Steps has been selected as the Type, the Steps panel becomes available to define the steps of the workflow.



The Steps grid lists all steps currently configured for the workflow. Click a link in the Label column to view an existing step.

a) Click Create to add a step. The Steps window opens.

b) Fill in the General Information panel.

Label Enter the label to be displayed for the step. This is shown in the Submission Screens widget and the progress bar at the top of the workflow page. Labels should be unique within a single workflow.

Tip: Once the step has been saved, the Label text becomes available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.

Code The code is automatically generated when the step is saved.

Sequence Enter a sequence number to determine the step's position in the workflow.



c) Click in the field marked Please click here to add new row.

d) Select the Name of the screen to be added.

e) Enter a Sequence number. If no sequence number is provided, it is considered a zero.

f) Press the Tab key from the Sequence field or click outside the table to add the screen to the list. The screen is highlighted in yellow to indicate that it has not been accepted yet.

g) Repeat the previous steps to add additional screens.

h) When all screens have been added, right-click inside the table and select Accept All Changes. This saves the current table.

i) Click Save & New to save the current step and create a new step, click Save & Close to save the current step and return to the Workflow Management page, or click Close to return to the Workflow Management page without saving the current step.

Note: Screens can only be used once in a single workflow.

6. If Tabs has been selected as the Type, the Screens panel becomes available to define the tabs in the workflow. Each screen serves as one tab.



The Screens panel lists all screens currently configured for the workflow.

a) Click Create to add a screen, or click a link in the Name column to view an existing screen. The Screen window opens.

Screen Select the screen to be added.

Sequence Enter a Sequence number. This determines the order of the tabs, with lower numbers appearing first.

Tip: It is advisable to leave gaps between the sequence numbers, such as 5, 10, 15. This allows new screens to be added to the workflow at a later date, inserted between existing screens. Otherwise, the sequence numbers of existing screens must be changed to allow for the new addition.

b) Click Save to save the screen, click Save & New to save the screen and clear the form to add another screen, click Save & Close to save the screen and close the window, or click Close to close the window without saving the screen.

When viewing a saved screen, click Delete to remove the screen from the workflow, or click Previous or Next to navigate between screens.



7. By default, each screen is visible at all stages and statuses of the transaction or claim. The Screen Behavior Override is used to create rules that change the behavior based on a variety of options. The table lists all currently defined rules.

a) Click Add Screen Behavior. The Screen Behavior Override window opens.

b) Complete the necessary details to define the rule. Fields marked with a red asterisk * are required.

Hidden This option is checked by default and cannot be modified.

Screen Select the screens to be affected by this rule.

Trigger This option is used to assign a trigger to the rule. The rule is only applied if the trigger evaluates as true.

Notes: Use caution when creating override rules for screens that contain fields used in triggers. It can create circumstances where users trigger changes in a form that they cannot undo.




If a screen is hidden by a triggered override rule, all fields in that screen retain their current value.

The first screen in the workflow cannot be hidden.

Select the types of transaction where the rule applies.











c) Click Save & New to save the rule and clear the form to add additional rules, click Save & Close to save the rule and return to the workflow details, or click Close to return to the workflow details without saving the rule.

8. If Steps has been selected as the Type, the Integration Configurations panel becomes available. This allows integrations with external services or systems to be activated from within this workflow. The exact circumstances under which the integration activates, or becomes available for user activation, are controlled by the settings in the integration configuration itself.

The Integration Configurations panel lists all integrations associated to the current workflow.

a) Click Create. The Integration Configurations window opens.

b) Complete the necessary information. Fields marked with a red asterisk * are required.

Integration Configuration

Select the integration configuration to be included in the workflow.



Sequence Enter a sequence number for the integration. If multiple integration configurations are set to activate on the same Event with the same Perform setting, the sequence number will define what order they activate. Sequence is ordered from lowest value to highest, with blank sequence numbers going first. This allows later integrations to depend on the results of earlier integrations, including evaluating the trigger to determine if the integration activates at all.

c) Click Save & New to save the configuration and clear the form to add additional configurations, click Save & Close to save the configuration and close the window, or click Close to close the window without saving the configuration.

Active Marks the workflow as active and available for use. If unchecked, the workflow remains linked to any existing resources, but cannot be used for new resources.

Created By Identifies the date and time the workflow was created, and the user who created it.

Last Modified By Identifies the last date and time the workflow was changed, and the user who made the changes.

9. 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.

Click Workflow Report to generate a list of all fields, panels, and screens used in the current workflow. Click here for more information.

Viewing and Modifying a Workflow





2. Click a link in the Name column to view the workflow details. If there are a large number of available workflows, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate workflow.

See the section on Creating a New Workflow for a detailed description of the fields.

3. To edit or delete a step in a Step workflow, click the link in the Label column to view the step.

Make any necessary changes.

To edit screens, double-click in the field to be edited, make the changes, and click outside the field. The screen is highlighted in gray to indicate that the changes have not been accepted.

To delete a screen, right click the screen in the grid and select Delete. The panel is 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 saves the current table.

Click Save & Close to save the current step and return to the Workflow Management page, click Close to return to the Workflow Management page without saving the current step, or click Delete to delete the current step from the workflow.

If a screen is removed from the workflow, any override rules associated with that screen are deleted automatically.

4. To edit or delete a screen in a Tabs workflow, click the link in the Name column to view the screen.



Make any necessary changes.

Click Save to save the screen, click Save & New to save the screen and clear the form to add another screen, click Save & Close to save the screen and close the window, click Delete to remove the screen from the workflow, click Previous or Next to navigate between screens, or click Close to close the window without saving the screen.

5. To edit a screen override rule, click a link in the Screen column to view the specific rule for that screen (more than one rule may exist per screen). The Screen Behavior Override window opens with the details of the rule.

All settings may be edited, except for the Hidden checkbox and the Screen selection.

Click Save & Close to save the current rule and return to the Workflow Management page, click Close to return to the Workflow Management page without saving the rule, or click Delete to delete the rule.

6. To edit or delete an Integration Configuration, click a link in the Integration Configuration column. The Integration Configuration Settings window opens.

Make any necessary changes and click Save & Close to save the configuration and close the window, click Close to close the window without saving the configuration, or click Delete to delete the configuration from the workflow.

7. When back on the Workflow Management page, 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 are not available to users immediately. To ensure that changes are implemented all at once, the workflow must be published. This replaces the existing workflow with the updated one.

Tab workflows do not need to be published. When the core workflow is published, all associated tab workflows will be included.





2. Click a link in the Name column to view the workflow details. If there are a large number of available workflows, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate workflow.

3. Click the Publish button. The workflow is saved and published. A confirmation message is shown.

Deactivating a Workflow

Once created, a workflow cannot be deleted. It can be deactivated, which leaves it linked to any existing resources, but prevents it from being used for new resources.





2. Locate the workflow or workflows to be deactivated. If there are a large number of available workflows, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate workflows.

3. Check the boxes for all workflows to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected workflows are deactivated. If the workflows list is still defaulted to only show active workflows, they disappear from the list.

Tip: Individual workflows can also be deactivated or reactivated directly through the workflow record. See the section on Viewing and Modifying a Workflow for details.

Workflow Report

Advanced workflows can be a complex hierarchy of fields, panels, and screens. The Workflow Report option produces an Excel sheet listing all fields, panels or grids, and screens.

Note: The report uses the most recently published workflow details. To include recent changes in the report, be sure to publish the workflow before running the report.

1. In the Workflow Management page for the appropriate workflow, click Workflow Report.

2. The report is produced in Excel format. A standard Save / Open dialogue box appears. Select if you want to Open the file, Save the file to your computer, or Cancel the download.



3. The report lists the names and labels of all screens, panels, fields, and option lists in the workflow. It also provides some additional details such as the panel type, field control type, whether each field is designated as a rate driver or available for use in triggers, plus the full formula for calculated fields.



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 Clauses Defining legal clauses to be used in the submission form and documentation.

Managing Triggers Creating the conditions used by the system to make detailed logical decisions.

Managing Email Templates Creating templates to be used for both automated and manual email communications.

Managing Document Templates Importing templates to be used in the generation of documents.

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.



Tip: By default, only Active clauses are displayed. Clear the filter in the Status column to view all clauses.

2. Click Create. The Clause Management page opens.


Name Enter the name of the clause. This is the internal name, used to select this clause in the master cover. This name does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the clause is saved.



Line of Business Select a Line of Business from the list of industry presets, or select All to make the clause available to all lines.

Product 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





2. Click a link in the Name column to view the clause details. If there are a large number of available clauses, see the Using Grids section of the User Guide - Introduction document 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.

Active Marks the clause as active and available for use. If unchecked, the clause remains linked to any master covers, but cannot be used for new master covers.

Created By Identifies the date and time the clause was created, and the user who created it.

Last Modified By 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.



2. Locate the clause or clauses to be deactivated. If there are a large number of available clauses, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate clauses.

3. Check the boxes for all clauses to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected clauses are deactivated. If the clause list is still defaulted to only show active clauses, they disappear from the list.



Tip: Individual clauses can also be deactivated or reactivated directly through the clause record. See the section on Viewing and Modifying a Clause for details.



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 email 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.

Tip: By default, only Active triggers are displayed. Clear the filter in the Status column to view all triggers.

2. Click Create. The Trigger Management page opens.




Trigger Name Enter the name of the trigger. This is the internal name, used to select this trigger when setting up related features. This name does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the trigger is saved.

Scope Select how this trigger is available for workflows.

Workflow Restricts this trigger to one specific workflow, selected in the next field. If selected, only fields and triggers belonging to the same workflow are available for setting conditions.

Universal Makes the trigger available throughout the system. Only fields and triggers assigned to all lines of business are available for setting conditions.

Note that universal triggers are not supported in Claims workflows.

Workflow If Workflow was selected as the Scope, select the appropriate workflow from this list.

4. One trigger can have multiple conditions. Each condition compares one field or one trigger to a set value. Depending on the chosen Conjunction (see below), the trigger is 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, trigger, or other option to be checked for this condition.

Fields Provides a selection of system and workflow fields. In order for a workflow 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.

Triggers All triggers within the same Scope can be selected. Since only one type of Conjunction can be used within a single trigger, having triggers within triggers allows for detailed and/or logic structures.

Other Options These are additional choices that allow the trigger to check other information within the system.

Current Screen This option obtains the Code of the current screen in the workflow. This can be compared to known screen codes, identified on the Screen Management page.

c) The Function field is optional, and provides advanced features related to tables, dates, and compliance checks. The result of the function is used to check the condition.

Min Used for fields within a table, this uses the lowest value in the table.

Max Used for fields within a table, this uses the highest value in the table.

Sum Used for fields within a table, this adds together all instances of the chosen field within a table.

All Used for fields within a table, this checks each record against the selected criteria. All records must evaluate as true for the condition to be true.

Any Used for fields within a table, this checks each record against the selected criteria. If one or more records evaluate as true, the condition is true. This can also be used on a field where multiple options can be selected, determining if one of the selected options matches the criteria.

Count Used for fields within a table, this counts the number of records in the table. The contents of the records have no effect.

Days From Current This function compares the selected date field against the current system date, and returns the number of days difference.



Months From Current This function compares the selected date field against the current system date, and returns the number of months difference.

Years From Current This function compares the selected date field against the current system date, and returns the number of years difference.

Scan - [List Name] This is a special feature that checks the selected field for compliance with one of a series of sanction or watch lists. This feature provides a number from 0 to 100, with 100 meaning an exact match against a restricted person, place, or company. That resulting number is compared to the Value to determine if the condition is met. A separate condition must be created for each different list to be scanned.

d) The Operator determines how the field or function result is compared to the condition value.

Equals The field or function result must match the condition value exactly.

Not Equals The field or function result must be different from the condition value.

Greater Than For numeric or date fields, the field or function result must be greater than the condition value.

Greater Than or Equals For numeric or date fields, the field or function result must be greater than or equal to the condition value.

Less Than For numeric or date fields, the field or function result must be less than the condition value.

Less Than or Equals For numeric or date fields, the field or function result must be less than or equal to the condition value.

Contains For text fields, the full text of the condition value must be included anywhere in the field.

Does Not Contain 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 is checked against this value according to the selected operator. The type of value to use depends on the type of field being evaluated:

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 is Yes if the trigger evaluates as true or if the checkbox is checked. The value is 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.) refer to the codes assigned to each item in the option list.

Tips: 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.

One exception is the CurrentDate() function. When this function is used in the Value field, it will retrieve the current system date and perform a direct comparison when evaluating the trigger. Note that triggers using this configuration can only be used for Automatic Field Evaluations in the Automatic Processing section of the master cover.

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 is highlighted in yellow to indicate that it has not been accepted yet

h) Repeat the previous steps to add additional conditions.

i) Once all conditions have been added, right-click inside the table and select Accept All Changes. This saves 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





2. Click a link in the Name column to view the trigger details. If there are a large number of available triggers, see the Using Grids section of the User Guide - Introduction document 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.

The following panels were added when the trigger was saved.



The Dependencies panel identifies how the trigger is linked to other resources in the system.

Triggers Used by this Trigger

Lists all triggers used in the conditions for this trigger. Clicking a link opens a new tab or new window with the Trigger Management page for the selected trigger.

Triggers Using this Trigger

Lists all triggers that refer to this trigger in their conditions. Clicking a link opens a new tab or new window with the Trigger Management page for the selected trigger.

Usage in System Identifies where the trigger is used for master covers or overrides. For master covers, the name of the master cover is provided, followed by the section where the trigger is used. For overrides, the type of override is provided, followed by the field and panel names where the trigger is used.

Active Marks the trigger as active and available for use. If unchecked, the trigger remains linked to any existing resources, but cannot be used for new resources.

Created By Identifies the date and time the trigger was created, and the user who created it.

Last Modified By 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 removes it from any existing resources, and prevents it from being used for new resources. The Dependencies panel can be used to identify where the trigger is used, and the impact of deactivating the trigger.



2. Locate the trigger or triggers to be deactivated. If there are a large number of available triggers, see the Using Grids section of the User Guide - Introduction document 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 are deactivated. If the trigger list is still defaulted to only show active triggers, they disappear from the list.



Tip: Individual triggers can also be deactivated or reactivated directly through the trigger record. See the section on Viewing and Modifying a Trigger for details.



Managing Email Templates

The system includes features for sending emails. Automated emails can be sent at various stages of the submission process, and manual emails can be sent by users. All logged and tracked in the submission form.

First, an email template is created. The template can contain placeholders, which pull in data from the system and submission form when the email is sent. The template is then attached to the manual and automated email settings in the master cover.

Creating a New Email Template

1. In the main menu, select Product Design, then select Email Templates. A list of all available templates is displayed.

Tip: By default, only Active templates are displayed. Clear the filter in the Status column to view all templates.

2. Click Create. The E-mail Templates page opens.




Name Enter the name of the template. This is the internal name, used to select this template in the master cover. This name does not appear on the form itself.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the template available to all lines.

Product Select an available product, or select All to make the template available to all products.

Email Subject Enter the subject line of the email.

E-mail Body Enter the main body of the email.

Both the subject line and body can contain placeholders to pull in extra information when the email is sent. For more information on creating dynamically generated content, please see Appendix A - E-mail 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 Email Template





2. Click a link in the Name column to view the template details. If there are a large number of available templates, see the Using Grids section of the User Guide - Introduction document.for help on finding the appropriate template.

3. See the section on Creating a New Email Template for a detailed description of the fields. All fields may be edited, if necessary.

Active Marks the template as active and available for use. If unchecked, the template remains linked to any master covers, but cannot be used for new master covers.

Created By Identifies the date and time the template was created, and the user who created it.

Last Modified By 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 Email 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.



2. Locate the template or templates to be deactivated. If there are a large number of available templates, see the Using Grids section of the User Guide - Introduction document 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 are deactivated. If the template list is still defaulted to only show active templates, they disappear from the list.



Tip: Individual templates can also be deactivated or reactivated directly through the template record. See the section on Viewing and Modifying an Email Template for details.



Managing Document Templates

The Bridge system includes the ability to dynamically generate documents, pulling in system and transaction information to produce custom documents for a wide variety of purposes.

Each document is first created as a template, using placeholders for system and transaction information. See the Document Configuration section of the User Guide - Document Configuration document for detailed instructions on preparing templates. The templates are then uploaded into the system.

Uploading a New Document Template

1. Navigate to the Document Template List:

If using the Policy module, select Product Design from the main menu, then select Document Templates.

If using the Billing or Claims modules, select either Billing or Claims from the main menu, Configuration, then Document Templates.

2. A list of all available templates is displayed.

Tips:By default, only Active templates are displayed. Clear the filter in the Status column to view all templates.

When accessing the Document Template List from the Policy module, the Culture column is hidden.



3. Click Add. The Document Template window opens.


Name Enter the name of the template.

Code Enter a code to identify the template internally. If this field is left blank, the system will generate a unique code.

External Code A code can be entered to identify the template for integration with other systems.

Product Select a product to make the template exclusive to that product.

Culture This field is not visible when viewing this window from the Policy module. Select a culture to apply regional formatting settings (dates, numbers, etc.).

Document to Upload Click the button to open a standard file selection window. Select the file to be attached and click Open. The full path and filename is displayed in the field.

5. Click Add & New to save the template and clear the form to enter another template, click Add & Close to save and return to the Document Template List, or click Close to return to the Document Template List without saving the template.

The Status panel is added to the window once the template has been saved.



Active Marks the template as active and available for use. If unchecked, the template remains linked to any existing resources, but cannot be used for new resources.

Created By Identifies the date and time the template was created, and the user who created it.

Last Modified By Identifies the last date and time the template was changed, and the user who made the changes.

Viewing and Modifying a Document Template





To view the template file attached to any document template, click the View link in the File column.





3. Click a link in the Name column to view the template details. If there are a large number of available templates, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate template.

4. 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.

5. Click Save & New to save the template but keep the window open, click Save & Close to save the template and close the window, or click Close to close the window without saving the template.

Deactivating a Document Template

Once created, a document template cannot be deleted. It can be deactivated, which leaves it linked to any existing resources, but prevents it from being used for new resources.







To view the template file attached to any document template, click the View link in the File column.



3. Locate the templates to be deactivated. If there are a large number of available templates, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate templates.

4. Check the boxes for all templates to be deactivated.

5. Click Deactivate, then confirm the deactivation when prompted to do so. All selected templates are deactivated. If the template list is still defaulted to only show active templates, they disappear from the list.

Tip: 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.



Export / Import

This section includes features for sharing data with other programs and copying resources between different Bridge websites.

The export and import of an entire product is a particularly powerful feature.

When developing an entirely new product, the workflow, master cover, and all related resources can be assembled, tested, and approved in a UAT environment, and then copied in one large piece to the production environment.

If a product already exists in production, it can be copied to the UAT environment where changes can be made, possibly to implement valuable new features added to the Bridge system itself. The changes can be tested and approved, then the whole product is copied back to production, resulting in minimal downtime for the users.

The export feature can also be used to make a backup of a product before attempting risky changes that would be difficult to undo. The file can be imported back into the original system to restore the product to its original state (with some exceptions, detailed below).



Exporting Products

The Export feature allows entire products to be exported from one Bridge site, ready to be imported into another. This includes the workflow, the master cover, and most related resources.

1. In the main menu, select Product Design then Export / Import. The Export / Import page opens. Go to the Export Product panel.

2. Complete the necessary information.

Export Triggers Modified as of

When exporting a master cover that has previously been exported and imported into another site, a new export can be set to only include triggers that have been modified or added to the master cover as of a certain date. This will reduce the size of the export file and speed up the export and import process. Enter the date, or select the date from the calendar lookup .

Master Cover Select the master cover to be exported. The master cover should be set to Draft mode before export.

Include All Universal Triggers

Check this box to include all universal triggers in the system. If unchecked, only the triggers used in the product and associated resources are included, both universal and workflow related.

Notes:The export includes both Active and Inactive triggers in order to maintain necessary system links.

All elements in the workflow and other resources should have a Code. If a necessary code is missing, the export will stop and report the missing details.

Any triggers referenced in document templates are not included. If these triggers are not used elsewhere in the product, they must be recreated in the target system.



When using the Export Triggers Modified as of option, the export file should only be imported on top of a previous import. Importing to a new location may result in missing triggers that could cause errors.

3. Click Export to begin the process. This may take some time, depending on the size and complexity of the product. Once the data has been assembled, a standard browser Save/Open dialogue box appears to allow the file to be saved. The output XML file can be imported into another system. See the Importing Products feature below.

Note: The file name includes the name of the master cover, the date and time of export, and a system-generated code number. Neither the file name nor the content of the file should be altered or the file will be rejected when trying to import.

The following resources are included in the export. Only resources associated with the selected master cover and attached workflow are included, unless otherwise noted.

Fields Fields used in the workflow.

Panels Panels used in the workflow.

Screens Screens used in the workflow.

Workflow The workflow selected in the master cover.

Option Lists All option lists included in the workflow attached to the selected master cover, and any option lists attached to the master cover itself.

Master Cover All pages and settings are included except for Product Description which must be manually copied to the new system.The Insurers settings are included, but the companies themselves are not. Likewise, the Master Cover Associations from the Distributor Information configurations are included, while the companies themselves are not. Each company must exist in the target system with the same Code as on the source system. If a company is not present at the time of import, or has the wrong Code, the settings for that company are discarded from the master cover and must be recreated manually.The Policy Numbering page is copied, but if the import overwrites an existing master cover, the Next Sequence Number in the existing master cover is not overwritten.For attachment types listed in the Attachment Type Settings panel on the Policy Settings page, only the types included in the currently attached list will be exported.

Clauses The clauses attached to the master cover.

Product The product selected in the master cover.



Product Model If the workflow includes any Combo Box type fields, the fields will be included as well as the associated product that contains the data for the field.

Premium Types All premium types available to the selected master cover, including those with the same line of business or all lines of business.

E-mail Templates All active e-mail configurations in the master cover are included, as well as the associated e-mail templates. Inactive configurations are excluded.

Triggers All triggers associated with the product, including inactive triggers. Also includes universal triggers not directly associated to the product, if that option is checked.

Taxes The tax and fee configurations attached to the master cover.



Importing Products

Initiating an import is a simple enough action, but it is important to understand the process that occurs behind-the-scenes and the results of the import.

1. Preparation: Some steps should be taken to prepare the destination system, allowing for a smooth import.

If a master cover exists in the destination system with the same code as the source master cover, it should be exported and kept as a backup, allowing the original to be restored.

Any security roles referenced in the master cover, workflow, or resources must exist in the destination system. They can be recreated manually, or the Export / Import Security Roles feature can be used to copy the roles prior to importing the product. Only roles that are actually selected need to be available.

Any document templates attached the master cover must exist in the destination system. The Export Document Templates and Import Document Templates features can be used to copy the templates prior to importing the product.

Some resources may be shared between multiple master covers on the destination system. Overwriting these resources could cause problems with the other master covers. Identify such dependencies and create alternate resources wherever possible.

Any triggers to be included should be checked to ensure they do not contain the angle brackets "<" ">" or ampersand "&" characters.

All insurer and distributor companies linked to the master cover must be recreated in the destination system, with the same Codes used in the source system. If any companies already exist in the destination system and have the same codes as companies linked to the product, those companies will be linked to the product on import. Such companies must be manually removed from the product after import is complete, and replaced with the proper companies.

2. In the main menu, select Product Design then Export / Import. The Export / Import page opens. Go to the Import Product panel.




Select File to Import Click the button to open a standard file browser window. Locate and select the appropriate export file, and the file name and path appear in the field.

Overwrite Existing Items? During the import the system checks if each resource already exists, identified by Code. If a resource of the same type exists with the same Code, this setting determines how the import proceeds. If checked, the system overwrites the resource, ensuring that the full product remains intact. If unchecked, the existing resource is not changed and the imported resource is discarded, which protects existing data, but can cause gaps in the imported product.

Note: The master cover itself is an exception to this setting. If a master cover exists with the same Code, it is overwritten, regardless of the overwrite setting.

Keep Distributor Association If unchecked, importing a product on top of an existing product will overwrite the distributor configurations associated to the master cover. Checking this box keeps the current distributor configuration in the destination product.



Include Integration Endpoint Codes

The Endpoint Code for an integration configuration will often need to be modified when moving from one environment to another. With this option unchecked, the codes will not be imported and can be added after import. With this option checked, the codes will be included and can be adjusted after import, if necessary.

Import Log After import, any messages or errors will be displayed in this field.

Perform GUID check If unchecked, any imported workflow resources will overwrite any resources of the same type that have the same code. If checked, resources will only be overwritten if both the code and internal GUID identifier both match.

4. Click Import Product to begin the process. (the Import Workflow button is not used)

a) The system validates the import file to confirm that it has not been altered or corrupted. If the file fails validation, the import stops and an error message is displayed. A new export file must be generated for import.

b) The system checks that all required security roles are present in the destination system. If any roles are missing, the import stops and an error message is displayed. The missing roles must be created before attempting to import the file again.

c) The system checks all included triggers for invalid characters. If the angle brackets "<" ">" or ampersand "&" characters are found in any triggers, the import stops and an error message is displayed. The triggers must be corrected in the source system, then a new export file must be generated for import.

d) All workflow components (fields, panels, screens, workflow, options lists) are identified by two values, the Code visible in the management pages, as well as a GUID that serves as an internal ID value. If a component being exported has the same Code and GUID as a component in the destination system, they are considered the same item, and the destination component will be either attached to the product, or overwritten, depending on the import settings. If a component has the same Code as a component in the destination system, but the GUID does not match, the import stops and an error is displayed identifying the mismatched component. To resolve this error, the affected component in the destination system can be deactivated, or the component in the source system can be replaced by an identical component with a new Code, and the export process started again.

e) The workflow data is imported (fields, panels, screens, workflow, options lists).

f) Resources are imported (premium types, products, clauses, triggers, taxes).

g) Master cover settings are imported. If the settings refer to any universal triggers, and universal triggers were not included in the export, the import continues and the missing triggers are identified on completion.



h) Insurer and distributor companies are linked to the imported master cover. If any company is missing or the Code does not match, the settings for that company are omitted from the master cover. The import continues and the missing companies are identified on completion. The company settings must be configured manually after import has completed.

i) E-mail templates are imported and attached to the imported master cover. If any user accounts listed as recipients in the e-mail template do not exist in the destination system, the import continues and the missing companies are identified in the results field on completion. The setup of the recipient users can be corrected after import has completed.

5. Once the import has completed or stopped due to an error, the Import Log window is populated with the relevant messages and errors from the import. Copy the text (click inside the field, press Ctrl + A to select all text, then Ctrl + C to copy) and save it for future reference. This text can be used for troubleshooting or as a checklist of items that must be corrected after the import.

6. After the import is complete and the results have been copied and saved, close any additional browser windows and log out of the system. This clears the session data accumulated in the Import/Export process.

7. Once all corrections have been made, the workflow must be published before submissions can be created.

Note: Concurrency issues may occur if other users are working in the system during import. It is recommended to perform the import during a maintenance window or other downtime.



Exporting and Importing Document Templates

The document templates associated to a master cover are not included in the product export / import. These are handled separately on the Export / Import Document Templates page.

To get to the Export / Import Document Templates page, select Product Design from the main menu, then Export / Import. The Export / Import page opens. Go to the Export / Import Document Templates panel and click on the Export / Import Document Templates link. The Export / Import Document Templates page opens.

Exporting Document Templates

Exporting document templates is handled in the Export Document Templates panel.


Export Documents Modified as of

Leave this field blank to export all document templates associated to the selected master cover, or provide a date to only include templates created or modified on or after a certain day. Enter the date, or select the date from the calendar lookup .

Product Select the product associated to the templates to be exported.

2. Click Export Document Templates to begin the process. Once the data has been assembled, a standard browser Save/Open dialogue box appears to allow the file to be saved. The output ZIP file can be imported into another system. See the Importing Document Templates feature below.

Importing Document Templates



Importing document templates is handled in the Import Document Templates panel.




2. Click Import Document Templates to begin the process.




Exporting Lookup Tables

The standard lookup tables are not included in the product export / import. These are handled separately in the Export Lookup Tables and Import Lookup Tables panels.

1. In the main menu, select Product Design then Export / Import. The Export / Import page opens. Go to the Export Lookup Tables panel.


Export Lookup Tables Choose All to include all lookup tables in the system, or choose Select From List to include one or more specific tables.

Lookup Tables This list is enabled if Select From List has been chosen in the Export Lookup Tables field. Select one or more tables and move them to the right window to include them in the export.

3. Click Export Lookup Tables to begin the process. Once the data has been assembled, a standard browser Save/Open dialogue box appears to allow the file to be saved. The output ZIP file can be imported into another system. See the Import Lookup Tables feature below.



Importing Lookup Tables

The standard lookup tables are not included in the product export / import. These are handled separately in the Export Lookup Tables and Import Lookup Tables panels.

1. In the main menu, select Product Design then Export / Import. The Export / Import page opens. Go to the Import Lookup Tables panel.




3. Click Import Lookup Tables to begin the process.

To ensure the tables are unique in the destination, the names will be updated to add the text "-Imported" followed by the full date and time.




Exporting and Importing Security Roles

Security Role configurations are not included in the product export / import. These are handled separately in the Export / Import Security Roles panel.

1. In the source environment, go to the main menu, select Product Design then Export / Import. The Export / Import page opens. Go to the Export / Import Security Roles panel.

2. Click Export Security Roles to begin the export. Once the data has been assembled, a standard browser Save/Open dialogue box appears to allow the file to be saved.

3. To import the file, go to the Export / Import Security Roles panel in the target system.

Select Security File to Import Click the button to open a standard file browser window. Locate and select the appropriate export file. The file name appears in the field.


4. Click Import Security Roles to begin the process. If an existing role in the target environment has the same Code as an imported role, the existing role will be replaced.




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.

1. In the main menu, select Product Design, then select Export / Import.

2. Under the Word Add-in Workflow file panel, click Download.

3. A standard File Download window opens. 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 Populating the Oceanwide Word Ribbon section of the User Guide - Document Configuration document for detailed instructions.



Master Covers

Managing Master Covers is an extensive and detailed process.

For detailed instructions, please see the Managing Master Covers section of the User Guide - Master Covers document.



Cross-Policy Data Configurations

In general, policy data is isolated to a single policy and its associated transactions. Documents, e-mails, and calculated fields can only access information from the current policy, plus common system information.

Cross-Policy Data Configurations can be created as a repository for data from selected fields across policies, and even across products. This data becomes available for use in calculated fields within individual transactions, and can be used to perform comparisons or searches.

When a transaction contains data marked for collection, any time that transaction is imported, bound (including confirming Cancellations and Reinstatements), quoted (calculated quotes or issued quotes), or saved while in Bound status, the relevant data is collected and stored in the repository. If the transaction is deleted or set to Lost status, the stored data for that transaction is removed. Functions within calculated fields can access the most recent data for processing.

Creating a New Cross-Policy Data Configuration

1. In the main menu, select Product Design, then select Cross-Policy Data Configurations. A list of all available configurations is displayed.

2. Click Add. The Cross-Policy Data Configuration page opens.




Name Enter the name of the configuration.

Code This is an internal reference name generated by the system when the configuration is saved.

Data Type The data stored in the repository must be of the same type to ensure compatibility with the outputs. Select the type of data expected to be stored.

Description Enter a description of this configuration.

4. Click Save to save the configuration and remain on the page, click Save & Close to save and return to the cross-policy data configuration list, or click Close to return to the cross-policy data configuration list without saving the configuration.

5. On saving the configuration, additional configuration panels become available.

The Associated Fields panel lists all fields currently linked to the configuration. Data will be collected from these fields wherever they are used within the Associated Products selected below.



e) To add fields to the list, click Add. The Available Fields window opens.

The list contains all available fields matching the selected Data Type, not including fields that are already attached to the configuration. Fields that can contain multiple values, such as Include/Exclude and Multi-Select, are not supported and will not be displayed. The columns can be sorted and filtered to locate the necessary fields.

f) Click Add for each field to be included in the configuration. Each field is grayed out as it is selected.

g) Click Bulk Add to close the window and add the selected fields to the Associated Fields list.

The Associated Products panel lists all products linked to the configuration. Data will only be collected from Associated Fields within the selected products.



Created By Identifies the date and time the configuration was created, and the user who created it.

Last Modified By Identifies the last date and time the configuration was changed, and the user who made the changes.

6. Click Save to save any changes and remain on the page, click Save & Close to save and return to the cross-policy data configuration list, or click Close to return to the cross-policy data configuration list without saving any changes.

Viewing and Modifying a Cross-Policy Data Configuration

1. In the main menu, select Product Design, then select Cross-Policy Data Configurations. A list of all available configurations is displayed.

2. Click a link in the Name column to view the configuration details. If there are a large number of available configurations, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate configuration.

3. See the section on Creating a New Cross-Policy Data Configuration for a detailed description of the fields. All fields may be edited, if necessary, except the Code.



4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the cross-policy data configuration list, or click Close to return to the cross-policy data configuration list without saving any changes.



Reference

Appendix A - E-mail Syntax

When an email is generated, system and submission information can be pulled into the subject and body of the email. This section details the syntax to be used when preparing the email template.

Workflow and System Placeholders

The main objective of sending dynamically generated emails is to provide information. To achieve this, the email template is created using placeholders. When the system prepares the email, 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 must be included in a table format, described here.

In addition to the workflow information, you can also include system information related to the submission, or the date and time from the server. For a complete list of system variables that can be used in documents, e-mails, and calculated fields, see Appendix B in the User Guide - Calculated Fields document.

Tables in Policy E-mails



A table can be added to the policy e-mail 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 must be contained within the [[TABLESTART]] and [[TABLEEND]] markers (they are case sensitive). It displays all text between the markers, replacing any placeholders with the appropriate values for that entry, then repeats 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 is not included in the table. The table entry in the email template would appear as follows (markers and placeholders are marked in bold):

[[TABLESTART]]The percentage for region [[RegionalPercentages_RegionName]] is [[RegionalPercentages_Percentage]]%.[[TABLEEND]]

When the email is generated, the table 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 is ignored when the table is generated.

Tables in Claims E-mails

A table can be added to the claims e-mail 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 must be contained within markers that identify the beginning and end of the table, and identify the source table for the data.

[[TableStart:TableCode]]



Content and field placeholders[[TableEnd:TableCode]]

Where TableCode is the code for the table. For dynamic grids within the workflow, this would be the Code from the Panel Management page. For system tables, the code is provided in the description for the field placeholders.

When the e-mail is generated, the system inserts all text between the markers, replacing any placeholders with the appropriate values for that entry. It then repeats the line for the next entry in the table.

For example, a grid with the code RegionalPercentages has three fields. The placeholders for the first two fields are [[RegionName]] and [[Percentage]]. The third field is not required in the e-mail. The table entry in the email template would appear as follows (markers and placeholders are marked in bold):

[[TableStart:RegionalPercentages]]The percentage for region [[RegionName]] is [[Percentage]]%.[[TableEnd:RegionalPercentages]]

When the email is generated, the table 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 is ignored when the table is generated.

Triggers

Triggers can be used to define sections of the email that are only 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 depends on the trigger.



For example, to add a section to the email 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 is included in the email:

Special Conditions:

This is a premium client. Escalate all issues for immediate attention.

Tip: All spacing and line breaks included within the trigger markers are included or excluded based on the triggers. Care should be taken to place text properly in order to maintain the layout of the document.



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.



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 evaluates the conditions and triggers from the top-down until it has a conclusion.



Index

$$If() function 66$Lookup() function 62, 64, 66[[[OW_DOCUMENTTRIGGER_END]] placeholder 210[[OW_DOCUMENTTRIGGER_START]] placeholder 210[[TableEnd]] placeholder 209[[TABLEEND]] placeholder 209[[TableStart]] placeholder 209[[TABLESTART]] placeholder 209AAccept All Changes option 74, 151, 158, 173ACORD Field field 88Action field 133, 145Actions widget 124, 133, 134, 136Active checkbox 4, 59, 65, 76, 94, 120, 128, 143, 157, 166, 175, 179, 184Active status 188Add & Close button 3, 54, 58, 64, 74, 92, 111, 115, 120, 125, 128, 141, 149, 165, 173, 178, 183Add & New button 111, 115, 128, 183Add button 3, 8, 11, 14, 18, 22, 23, 25, 27, 29, 30, 43, 47, 49, 53, 58, 64, 74, 92, 99, 104, 106, 116, 119, 120, 125, 127, 141, 142, 149,

165, 173, 178, 182, 203, 204, 205Add Display Column window 23, 24, 29Add Field Behavior button 112Add Fields button 105Add Fields window 105Add Filter window 22, 27Add Output to Field window 25, 30, 31Add Panel Behavior button 108Add Screen Behavior button 153Add Version button 65Adding Index Fields 53Additional Resources 163Address Line field 33



Address Lookup web service 32Adjustment transaction type 110, 114, 154Alias field 54, 55All evaluation option 136, 137All function 171All option 197Always Calculate checkbox 90And conjunction 173Any function 171AOP Territory Code field 38Appendix A - E-mail Syntax 208Appendix B - Advanced Trigger Design 212Associated Fields panel 204, 205Associated Products panel 205Assured 134Asynchronous communication 136Attachment Type resource 72Attachment Type Settings panel 189Attributes panel 15, 19, 20Auto Class Code Lookup web service 34Auto Information Lookup web service 35Automatic Cancellation Initiation 133Automatic search mode 23, 26, 28, 31, 87Availability / Triggering Conditions panel 139, 146Available Fields panel 105, 106Available Fields window 49, 204, 205Available for Reports checkbox 90Available for Triggers checkbox 90BBackend integration level 136Behavior Selection panel 109, 113, 153Billing menu 182, 184, 185Billing module 182, 184, 185Billing Module integration 81Bind action 125, 133Bind To field 91Bound status 111, 115, 136, 155, 203Browse button 15, 66, 183



Building Code Effectiveness Grading Class field 39Building Code Effectiveness Grading Year Graded field 39Bulk Add button 49, 106, 205Business Rules panel 89CCalculate Quote 134Calculate Quote action 133Calculate Quote checkboxes 134Calculate Refund action 133Calculate Refund button 133Calculated checkbox 90Calculated Field Formula field 90Calculation Method field 33Cancel button 95Cancel option 161Cancel window 133Cancellation – Quoted 133Cancellation transaction type 110, 114, 133, 134, 154Checkbox control type 26, 31, 81, 107, 117, 127Checkbox Group control type 25, 31, 81City File - Auto Information Lookup web service 35City File - Location Information Lookup web service 37City File - Property Information Lookup web service 38Claims menu 182, 184, 185Claims module 182, 184, 185Claims Module integration 81Claims system 149Class Code field 34, 41Class Code or Description field 41Class Limit field 41Clause Library field 92Clause List panel 164, 166, 167Clause Management page 164Clauses 189Clauses menu item 163, 165, 167Client checkbox 141Client Code field 80CLM Section field 41



Close button 3, 5, 8, 9, 12, 16, 20, 23, 24, 26, 28, 30, 31, 32, 48, 51, 54, 58, 60, 64, 66, 67, 74, 76, 92, 93, 94, 106, 108, 111, 115, 118, 120, 121, 125, 126, 128, 129, 141, 142, 144, 149, 151, 152, 156, 157, 158, 159, 165, 167, 173, 175, 178, 180, 183, 185, 204, 206

Code field 3, 8, 12, 15, 19, 24, 48, 54, 58, 64, 71, 73, 75, 80, 98, 124, 132, 145, 149, 150, 164, 170, 183, 188, 189, 192, 193, 194, 199, 204, 209

Collapsed checkbox 109Column field 22, 24, 25Column Layout field 100Columns panel 16Combo Box control type 26, 31, 82, 100, 117, 127, 190Commercial Lines Manual - Foot Note Lookup web service 41Commercial Lines Manual - Search web service 41Communication field 136, 145Community Description field 35, 37, 39Community Name field 36, 37, 39Compliance Scan integration type 132, 141Confidence field 33Configuration menu 182, 184, 185Configuring an e-Signature Integration 145Confirm Cancellation action 133Confirm Reinstatement action 133Conjunction field 173Constant Value field 22, 28Constant Value filter 22, 27Contains operator 172Control Field column 116, 127Control Field field 117, 127Control Field Options field 117, 127Control Type field 81, 99Copy button 95, 103Copy Field panel 95Copy Management page 95Copy Row on Adjustment field 104Copy Row on Cancellation field 104Copy Row on Declaration field 104Copy Row on Endorsement field 104Copy Row on Reinstatement field 104Copy Row on Renewal field 104Copy With Parent checkbox 103



Copying a Field 94Correlated checkbox 71, 88Count function 171Country Name field 33Country resource 73County Code field 36, 37, 39County field 36, 37, 39CPP PMA Code field 41CPP PMA Wording field 42Create button 2, 57, 63, 70, 79, 97, 119, 123, 125, 131, 148, 150, 152, 156, 164, 169, 177Create Policy checkbox 50Created By field 4, 9, 13, 17, 21, 45, 51, 59, 65, 66, 76, 94, 120, 128, 143, 157, 166, 175, 179, 184, 206Creating a Data Source Configuration 18Creating a Data Table 14Creating a Domain / Rate Table Entry 43Creating a Field Evaluation Rule 47Creating a New Clause 163Creating a New Cross-Policy Data Configuration 203Creating a New Email Template 177Creating a New Field 79Creating a New Integration Configuration 131Creating a New Option List 70Creating a New Panel 97Creating a New Premium Type 57Creating a New Product 2, 7Creating a New Risk 11Creating a New Screen 123Creating a New Trigger 169Creating a New Workflow 148Crime Tier field 37, 39Cross-Policy Data Configuration page 203Cross-Policy Data Configurations 203Cross-Policy Data Configurations menu item 203, 206Cross-Policy Data Configurations panel 203, 206CRT Group field 42Culture column 182, 185, 186Culture field 21, 44, 183Currency resource 73



Current Screen option 171Custom action 134Custom Labels 24, 30Custom resource 72Custom Text field 141DData Import 50Data Source Configuration Management page 18, 32Data Source Configuration Menu widget 18, 20, 32Data Source Configurations 18Data Source Configurations panel 18, 32Data Source field 19, 87Data Source Properties panel 72Data Source Type field 19Data Sources page 18, 32Data Table 43, 45Data Table field 44Data Table Management page 14Data Table Menu widget 14, 17Data Table source type 19Data Tables 14Data Tables page 14, 17Data Tables panel 14, 17Data Type field 204Date Picker control type 22, 25, 28, 31, 82Days From Current function 171Deactivate button 5, 60, 68, 77, 96, 119, 122, 130, 144, 161, 167, 176, 180, 186Deactivating a Clause 167Deactivating a Document Template 185Deactivating a Field 95Deactivating a Lookup Table 67Deactivating a Panel 121Deactivating a Premium Type 60Deactivating a Product 5Deactivating a Screen 129Deactivating a Trigger 175Deactivating a Workflow 160Deactivating an Email Template 180



Deactivating an Integration Configuration 144Deactivating an Option List 76Declaration transaction type 110, 114, 154Declined status 111, 115, 155Deductible Type resource 72Default field 90, 92Default option 91Default panel 92Delete button 21, 23, 24, 25, 26, 27, 28, 29, 30, 31, 49, 51, 52, 56, 69, 82, 108, 112, 116, 119, 126, 129, 142, 152, 158, 159Delete Grid Row checkbox 50Delete link 133Delete option 75, 158Deleting a Field Evaluation Rule 52Deleting a Lookup Table Version 68Deleting Field Indexes 55Dependencies panel 174Description field 3, 8, 12, 19, 48, 58, 64, 65, 71, 132, 145, 204Display Columns panel 23, 29Display in Grid checkbox 107Display Working Indicator checkbox 140Distributor checkbox 141Document field 138, 146Document Template List panel 182, 184, 186Document Template panel 183Document Template window 182Document Templates menu item 182, 184, 185Document to be Generated and Signed panel 138Document to Upload field 183Documents/Forms window 147Does Not Contain operator 172Domain / Rate Table Management page 43, 46Domain / Rate Table Menu widget 43, 45, 46Domain / Rate Table page 46Domain / Rate Tables page 43, 45Domain / Rate Tables panel 43, 45Domains and Rate Tables 43Double column layout 100Download button 201



Download link 67Download Word Ribbon 201Driver Class Code field 34Drop Down control type 26, 31, 82, 100, 107Dumping Operations Indicator field 34EEarthquake Territory Code field 39Earthquake Tier Code field 39Earthquake Zone Code field 39Edit Field window 106Edit Fields window 105Editable in Grid checkbox 103, 107, 119Effective Date 64, 134Effective Date column 67, 69Effective Date field 34, 36, 37, 39, 42, 44, 65E-mail Body field 178Email Subject field 178E-mail Template List panel 177, 179, 180E-mail Templates 190Email Templates menu item 177, 179, 180E-mail Templates page 177Emphasize Action checkbox 136, 145Emphasize Actions checkboxes 124Employer Van Pool Indicator field 34Enable Data Import checkbox 102Enable Editing in Grid checkbox 103, 107Enable Filtering checkbox 103Endorsement transaction type 110, 114, 154Endpoint Code field 133, 145, 193Equals operator 172E-Signature integration type 132, 134Evaluate Calculated Fields For New Rows checkbox 102Events checkboxes 50Existing Resource type 72Export / Import 187Export / Import button 119Export / Import Document Templates link 195Export / Import Document Templates page 195



Export / Import Document Templates panel 195Export / Import menu item 188, 191, 195, 197, 198, 199, 201Export / Import page 195Export button 189Export Document Templates button 195Export Document Templates panel 195Export Documents and Triggers Modified as of field 188Export Documents Modified as of field 195Export Import Security Roles panel 199Export Lookup Tables button 197Export Lookup Tables field 197Export Lookup Tables panel 197Export Product panel 188Export Security Roles button 199Exporting and Importing Document Templates 195Exporting and Importing Security Roles 199Exporting Document Templates 195Exporting Lookup Tables 197Exporting Products 188External Code field 80, 98, 183External Service option 135Extra Info Indicator field 34FField Assignments panel 119Field Behavior Override 111Field Behavior Override page 112Field Behavior Override panel 112Field Evaluation Rule 137Field Evaluation Rule Management page 47, 51, 52Field Evaluation Rule Menu widget 47, 48, 51, 52Field Evaluation Rule page 47Field Evaluation Rules 47Field Evaluation Rules page 47, 51, 52Field Evaluation Rules panel 47, 51, 52Field field 22, 27Field filter 22, 27Field Indexing 53Field Indexing page 53, 55



Field Indexing panel 53, 55, 56Field Initial Value Settings panel 91Field List panel 170Field management page 95Field Management page 79Field option 91Field panel 106Field Selection panel 112Fields 189Fields menu item 79, 93, 94, 95Fields option 171Fields panel 49, 79, 93, 94, 96, 104, 105, 106Fields to Display field 118Fields window 53, 54File column 184, 186File Download window 201File Name column 45File Upload control type 82, 101Filter By field 22, 27Filters panel 21, 27Fire District Name field 36, 37, 39Fire Rate Id field 39Fire Territory Code field 39Fire Zone field 39Fixed Height when checkbox 87Fleet Code field 34Foot Note field 41Foot Note Lookup web service 41Form control type 99Formatted Address field 33Frontend integration level 136Full Description field 42Function field 171GGeneral Information page 17General Information panel 3, 8, 12, 14, 19, 44, 48, 58, 64, 71, 80, 98, 124, 132, 149, 150, 164, 165, 170, 178, 204Genoa System integration 80Glass Territory field 39



Greater Than operator 172Greater Than or Equals operator 172Grid control type 99, 106, 107Grid Field field 27, 29, 31Grid Height field 103Grid Settings panel 101Grid source type 19GUID 193HHeight field 85Help Text field 88, 98Hidden checkbox 89, 109, 153Hidden field 113Hide Thousands Separator checkbox 87Horizontal layout 86Horizontal layout type 99Hyperlink Field field 119IIcon Options field 140Import button 45, 93Import Content button 92Import Content page 92Import Document Templates button 196Import Document Templates panel 196Import Log field 193, 194, 196, 198, 199Import Lookup Tables button 198Import Lookup Tables panel 198Import Policy checkbox 50Import Product button 193Import Product panel 192Import Rich Text Content panel 92Import Security Roles button 199Import Workflow button 193Imported File Name field 44Importing Document Templates 195Importing Lookup Tables 198Importing Products 191Inactive status 188



Include All Universal Triggers checkbox 188Include Exclude List control type 25, 31, 83, 101Include Exclude List field 74Include Fire Districts field 36, 37, 39Include Integration Endpoint Codes checkbox 193Included Fields panel 106Incomplete status 110, 114, 133, 136, 155Indication Provided status 111, 115Initial Value On Adjustment field 91Initial Value On Cancellation field 91Initial Value On Copy field 91, 103Initial Value On Declaration field 91Initial Value On Endorsement field 91Initial Value On Reinstatement field 91Initial Value On Renewal field 91Insurers page 189Integration Configuration column 159Integration Configuration field 156Integration Configuration Management page 131Integration Configuration Settings window 159Integration Configurations 131Integration Configurations menu item 131, 143, 144Integration Configurations panel 131, 143, 144, 156Integration Configurations window 156Integration Level field 136, 145Integration Setup panel 132Integration Specifications panel 135Integration Type field 132, 145Internal Company Id field 34, 36, 37, 40, 42Introduction 1KKeep Distributor Association checkbox 192Key Column 23Key Column field 20Key Column is Primary Display Column option 20Key Column Rule field 20Key Columns field 16Key field 33, 34, 36, 38, 40, 41, 42



LLabel column 150, 158Label control type 26, 31, 83, 107, 119Label field 24, 29, 30, 73, 124, 150Label Text field 88, 98, 135, 145Labels and Help Text panel 88Large grid height 103Large size 85Last Modified By field 4, 9, 13, 17, 21, 45, 51, 59, 65, 66, 76, 94, 120, 128, 143, 157, 166, 175, 179, 184, 206Latitude field 33Layout field 86, 99Legal Description field 42Less Than operator 172Less Than or Equals operator 172Limit Type resource 72Line of Business field 3, 8, 58, 71, 87, 99, 125, 149, 165, 178Link URL field 137LOB Code field 34, 36, 38, 40Locality (City) field 33Location Information Lookup web service 37Longitude field 33Lookup Table Management page 63, 67Lookup Table Version window 67Lookup Tables 62Lookup Tables field 197Lookup Tables menu item 63, 67, 68Lookup Tables panel 63, 67, 68, 69Lost Quote Reason resource 72Lost status 72, 111, 115, 155, 203MMA Territory Indicator field 36Management Style field 101Managing Clauses 163Managing Document Templates 182Managing Email Templates 177Managing Fields 79Managing Panels 97Managing Screens 123



Managing Triggers 169Managing Workflows 148Manual search mode 23, 26, 28, 31, 87Mapping panel 88Mark as Lost action 133Master Cover 49, 189Master Cover field 48, 188Master Cover panel 48Master Covers 202Master Grid Code field 102Max function 171Maximum Length field 90Maximum Value field 91MBp Rate field 42Medium grid height 103Medium height 85Medium size 85Min function 171Minimum Filter Length field 87Minimum Value field 90Misc Fire Code field 40Miscellaneous 1 Info field 34Miscellaneous 3 Info field 34Mixing And and Or 212Modifying Field Indexes 55Months From Current function 172Multi Select control type 25, 31, 83NName column 4, 9, 13, 17, 32, 46, 51, 52, 59, 67, 69, 75, 93, 95, 105, 106, 112, 119, 121, 129, 142, 143, 152, 158, 160, 166, 174, 179,

185, 206Name field 3, 8, 12, 15, 19, 48, 58, 64, 71, 80, 95, 98, 106, 124, 132, 142, 145, 149, 151, 164, 178, 183, 204New Business transaction type 50, 110, 114, 136, 154New Lookup Table Version window 65Next button 50, 95, 125, 134, 152, 159Next Sequence Number field 189None evaluation option 136, 137Not Equals operator 172Note Type resource 72



OOpen option 161Operator field 172OptedOutOfSigning status 146Option List 173Option List Items panel 73, 74Option List Management page 70Option Lists 70, 189Option Lists field 84Option Lists menu item 70, 74, 76Option Lists panel 70, 75, 76Or conjunction 173Other Options 171Output Field field 25, 31Output to Fields panel 23, 28, 30Output To Fields panel 25, 30Overwrite Existing Items? checkbox 192PPage Width size 85Panel Behavior Override 108Panel Behavior Override page 108Panel Behavior Override panel 108Panel field 126Panel Management page 97, 108, 119, 210Panel window 125, 126Panels 189Panels menu item 97, 120, 121Panels panel 97, 120, 121, 125Panels to Display field 128Parent Field field 71, 88Parent Grid field 101Parent Option field 74Parent Risks panel 12Payment Pending status 111, 115PD Class Code field 34Perform field 133, 135Perform GUID check checkbox 193Personal Building Code Effectiveness Grading field 40



Pl 2 Territory Code field 38, 40Please click here to add new row 73, 151, 170Policy Decisions integration type 132Policy Information window 134Policy module 182, 183, 184, 185Policy Numbering page 189Policy Settings page 189Policy Settings panel 104Policy system 149Policy Transaction Statuses field 133, 140Policy Transaction Types field 110, 133, 139Policy Type field 36, 38, 40Post-Action option 133, 135Post-Integration Evaluation field 137Post-Integration Evaluation Rule field 137PPT Driver Experience Code field 35PPT Usage Code field 35Pre-Action option 133, 135Pre-Integration Evaluation field 136Pre-Integration Evaluation Rule field 137Premium Grid control type 99, 106, 107Premium Type 3, 8Premium Type List panel 57, 59, 60Premium Type Management page 57Premium Types 57, 190Premium Types menu item 57, 58, 60Preparing the Lookup File 62Previous button 125, 152, 159Primary Display Column field 20Primary Premium field 3, 8Private Passenger Code field 36Product 11, 13, 14, 17, 18, 32, 43, 45, 47, 51, 52, 53, 55Product Description page 189Product Design menu 2, 3, 5, 7, 9, 57, 58, 60, 63, 67, 68, 70, 74, 76, 79, 93, 94, 95, 97, 120, 121, 123, 128, 129, 131, 143, 144, 148,

157, 159, 160, 163, 165, 167, 169, 173, 175, 177, 179, 180, 182, 184, 185, 188, 191, 195, 197, 198, 199, 201, 203, 206Product field 58, 165, 178, 183, 195Product Group 3Product Group field 3



Product Line field 35Product List panel 2, 4, 5Product Management page 2, 7, 8, 9Product Menu widget 7, 9, 11, 13, 14, 17, 18, 32, 43, 45, 47, 51, 52, 53, 55Product Model 7, 190Products 2, 190Products menu item 2, 3, 5, 7, 9Products panel 8, 9Program Code field 35, 42Property Information Lookup web service 38Property Liability Territory Code field 40Protection Class 1 field 38, 40Protection Class 2 field 38, 40Public Vehicle Code field 36Publish button 160Publishing a Workflow 159QQuote Summary window 134Quoted status 110, 114, 133, 155RRadio Buttons control type 26, 31, 83, 117, 127Rate Driver checkbox 89Rate Group field 42Rating Section field 35Read-Only checkbox 89, 107, 109Read-Only field 113Read-Only Override field 107Reference 208Referred status 111, 115, 133, 155Reinstatement Reason resource 72Reinstatement transaction type 110, 114, 133, 134, 154Renewal transaction type 110, 114, 136, 154Representative Field field 119Request Bind action 125Request Quote action 125, 133Request Special Quote action 125Required checkbox 89, 107Required field 113



Resource Type field 72Responsive Display of Fields panel 116Responsive Display of Fields window 116, 117Responsive Display of Panels panel 126Responsive Display of Panels window 127Rich Text control type 22, 25, 28, 31, 83, 101Rich Text Field control type 92Risk Management page 11, 13Risk Menu widget 11, 12, 13Risks 11Risks page 11, 13Risks panel 11, 13Rounding Precision field 90SSanction List window 142Sanction Lists panel 141Save & Close button 5, 8, 9, 12, 16, 20, 23, 24, 26, 28, 30, 31, 32, 48, 51, 60, 66, 67, 76, 94, 108, 118, 121, 126, 129, 134, 142, 144,

151, 152, 156, 157, 158, 159, 167, 175, 180, 185, 204, 206Save & New button 23, 24, 26, 28, 30, 31, 66, 118, 126, 129, 142, 151, 152, 156, 157, 159, 185Save & Refresh button 50, 134Save / Open 161Save action 134Save button 5, 8, 9, 12, 16, 20, 26, 32, 48, 51, 60, 66, 67, 76, 93, 94, 121, 129, 144, 152, 157, 159, 167, 175, 180, 201, 204, 206Save on Bound Status checkbox 50Save on non-Bound Status checkbox 50Save option 161Save/Open window 189, 195, 197, 199Scale field 90Scan - [List Name] function 172Scope field 170Screen Behavior Override panel 153Screen Behavior Override window 153, 159Screen column 159Screen field 152, 153Screen Management page 123Screen window 152Screens 189Screens field 140



Screens menu item 123, 128, 129Screens panel 123, 129, 130, 151, 152Search Address field 32, 33Search Key field 36, 38, 40, 41, 42Search Mode field 23, 26, 28, 87Search web service 41Searchable checkbox 24, 29Seating Capacity Range Code field 35Secondary Class Code field 35Secondary Subdivision field 33Security Role Selection panel 111, 115, 155Security Roles field 140Select field 12Select Field field 91Select File field 66Select File to Import field 44, 192, 196, 198Select From List option 197Select or Drop File to Upload button 82Select Policy Participants to Scan panel 141Select Quote button 134Select Security File to Import field 199Selected Grids field 50SentForSigning status 146Sequence field 24, 29, 73, 106, 126, 150, 151, 152, 157Setting Default Values for Rich Text Fields 92Short height 85Show Copy Button checkbox 103Signature group 145Signature Placeholder 145Signed status 146SigningDeclined status 146SigningPending status 146SigningSessionExpired status 146Single column layout 100Size field 85, 100Small grid height 103Small size 85, 100Sorting Column field 16



Source Transaction option 91Specify Alternate Key Column option 20Spinner icon option 140Squares icon option 140State Code field 35, 36, 38, 40, 42State resource 73Static type 72Status panel 4, 9, 12, 13, 17, 21, 45, 51, 59, 64, 65, 66, 75, 93, 94, 120, 128, 143, 157, 166, 175, 179, 183, 184, 206Status Selection panel 110, 114, 155Steps panel 149, 150Steps window 150Steps workflow type 149Subdivision field 33Submission Screens widget 150Sum function 171Synchronous communication 136System Library checkbox 71, 87, 101, 125TTab Workflow field 101Table Definition column 45Table field 15Tables in Claims E-mails 209Tables in Policy E-mails 208Tabs management style 101Tabs workflow type 149Tall height 86Target System field 149Tax District Code field 36, 38, 40Taxes 190Term Premium column 99Term Premium Rollup column 99Territory Code field 36, 38, 40Texas Wind Catastrophe Area Code field 40Text Area control type 26, 31, 84, 101Text Box control type 107Text Options field 140Textbox (Decimal) control type 26, 31, 84, 100, 107, 119Textbox (Email) control type 22, 26, 28, 31, 84, 100, 119



Textbox (Integer) control type 26, 31, 84, 100, 107, 119Textbox control type 26, 31, 84, 100, 119Threshold field 142Town Code field 36, 38, 40Transaction Premium column 99Transaction Premium Rollup column 99Transaction Selection panel 110, 114, 154Transaction Type Is column 108Trigger field 50, 109, 113, 137, 140, 153Trigger List panel 169, 174, 176Trigger Management page 169, 175Trigger Name field 170Triggering Conditions panel 50Triggers 190, 210Triggers menu item 169, 173, 175Triggers option 171Triggers Used by this Trigger field 175Triggers Using this Trigger field 175Truck Tractor Trailer Code field 36Type field 72, 149UUnderwriting Required status 111, 115, 133, 155Universal scope 170Upload Columns button 16Uploading a New Document Template 182Uploading Lookup Tables 63Usage in System field 175User-Defined Rule evaluation option 137VValid Until 134Valid Until Date field 65Validation & Workflow Actions page 134Value field 172Vehicle Radius Code field 35Vehicle Size Code field 35Vehicle Type Code field 35Vehicle Use Code field 35Versions panel 64, 67, 69



Vertical layout 86Vertical layout type 100View Grids 98, 99, 101, 102, 104, 118View Grids panel 118View link 92, 119, 184, 186Viewing and Modifying a Clause 165Viewing and Modifying a Cross-Policy Data Configuration 206Viewing and Modifying a Data Source Configuration 32Viewing and Modifying a Data Table 17Viewing and Modifying a Document Template 184Viewing and Modifying a Domain / Rate Table Entry 45Viewing and Modifying a Field 93Viewing and Modifying a Field Evaluation Rule 51Viewing and Modifying a Panel 120Viewing and Modifying a Premium Type 58Viewing and Modifying a Product 3, 9Viewing and Modifying a Risk 13Viewing and Modifying a Screen 128Viewing and Modifying a Trigger 173Viewing and Modifying a Workflow 157Viewing and Modifying an Email Template 179Viewing and Modifying an Integration Configuration 143Viewing and Modifying an Option List 74Viewing and Modifying Lookup Tables and Versions 67Void Reason resource 72WWeb Service List for Data Sources 32Web Service source type 19, 21Window management style 101Word Add-in Workflow File panel 201Workers NCCI District Code field 40Workflow and System Placeholders 208Workflow Configurations 78Workflow Configurations menu 79, 93, 94, 95, 97, 120, 121, 123, 128, 129, 131, 143, 144, 148, 157, 159, 160Workflow field 170Workflow Management page 139, 148, 159, 161Workflow Report 161Workflow Report button 157, 161



Workflow scope 170Workflows 189Workflows menu item 148, 157, 159, 160Workflows panel 148, 158, 160Working Indicator panel 140YYear Built field 40Years From Current function 172ZZip Code field 33, 37, 38, 40


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