UnderwriterCENTRAL™Template Editor Bookmarks
A brief explanation of each of the bookmark fields for use in Document generation
POLICY BOOKMARKS
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This will retrieve the Administration Fee of the option that has been accepted from the Application/Options created for the Policy. |
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This will retrieve the GST for the Administration Fee of the option that has been accepted from the Application/Options created for the Policy. |
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This will retrieve the Authorised Rep as entered on the Policy Detail screen. |
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This will retrieve the Authorised Rep Contact as entered on the Policy Detail screen. |
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This will retrieve the Base Premium Amount of the policy. This is retrieved from the Rating tab. |
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This will retrieve the GST of the base premium amount of the policy. This is retrieved from the Rating tab. |
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This will retrieve the Brief Description entered on the Policy Detail Screen. |
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This will retrieve the Bind Request date entered on the Policy Detail screen. |
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This will retrieve the Broker entered on the Policy Detail Screen. |
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This will retrieve the commission the broker gets as entered in the policy. |
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This will retrieve the GST on the broker's commission as entered in the policy. |
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This will retrieve the commission rate for the broker involved with the policy. |
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This will retrieve the Broker Contact Address entered on the Policy Detail Screen. |
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This will retrieve the Broker Contact Country entered on the Policy Detail Screen. |
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This will retrieve the Broker Contact Email address entered on the Policy Detail Screen. |
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This will retrieve the Broker Contact Fax number entered on the Policy Detail Screen. |
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This will retrieve the Broker Contact First name entered on the Policy Detail Screen. |
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This will retrieve the Broker Contact Last name entered on the Policy Detail Screen. |
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This will retrieve the Broker Contact Mobile number entered on the Policy Detail Screen. |
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This will retrieve the Broker Contact Name entered on the Policy Detail Screen. |
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This will retrieve the Broker Contact Phone number entered on the Policy Detail Screen. |
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This will retrieve the second/ alternate Broker Contact Phone number entered on the Policy Detail Screen. |
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This will retrieve the Broker Fee amount of the policy. This is retrieved from the Rating tab. |
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This will retrieve the Broker Fee GST amount of the policy. This is retrieved from the Rating tab. |
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This will retrieve the Broker Policy Ref entered on the Policy Detail screen. |
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This will retrieve the ID of the client associated with the policy. |
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This will retrieve true if it has been flagged that the client has paid the policy. |
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This will retrieve the Admin Fee amount of the insurer splits. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST of the base Admin Fee amount entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Net Broker Owing of the base Admin Fee amount entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Base Premium amount of the insurer splits. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST of the base premium amount entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Broker Commission amount of the insurer splits. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST of the Broker Commission amount entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Broker Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST of the broker fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Credit Card Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the additional Credit Card Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Coinsurance Amount for each insurer based on what has been entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Coinsurance Percent for each insurer based on what has been entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Commission amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST of the commission amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Commission including GST amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST of the Fee amount(s) of each coinsurance amount entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Fire Services Levy amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST of the fire services levy amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Gross Premium amount for each insurer based on what has been calculated for the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Gross Premium including the Credit Card Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Gross Premium including the additional Credit Card Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab and Exclude Admin Fee GST. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Total GST amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab and Exclude Admin Fee GST. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Income amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Insurer Levy amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST of the insurer levy amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Name of the insurer based on the Insurer ID listed in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Limit amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Net GST amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the underwriter's Limit of this Coinsurance Policy. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the underwriter's Coinsurance Percent for each insurer based on what has been entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the underwriter's Premium Amount of this Coinsurance Policy. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve true for the underwriter flagged as Primary based on the Primary Flag column in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the policy ID number as displayed on the detail screen. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve true for the insurer flagged as Primary based on the Primary Flag column in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Stamp Duty amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST of the stamp duty amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Tax amount(s) based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the calculated Tax Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the GST of the Tax amount(s) of each coinsurance amount entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Admin Fee amount of the insurer splits. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total GST of the Admin Fee amount of the insurer splits. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Net Broker Owing of the Admin Fee amount of the insurer splits. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total GST of the Base Premium amount of the insurer splits. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Base Premium amount of the insurer splits. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total GST amount of the Broker Fee based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Broker Commission amount of the insurer splits. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total GST amount of the Broker Commission based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Broker Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Credit Card Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total of the additional Credit Card Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Commission amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total GST of the Commission amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Commission including GST amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total GST of the Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Fire Services Levy amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total GST of the fire services levy amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Gross Premium including the Credit Card Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Gross Premium including the additional Credit Card Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Gross Premium amount for each insurer based on what has been calculated for the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total GST amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Income amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Limit amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Net GST amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Premium amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Premium Levy amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total GST of the Premium Levy amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Total Stamp Duty amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type |
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This will retrieve the Total GST of the Stamp Duty amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Tax amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total Tax Fee amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the total GST of the Tax amount based on the values entered in the Insurer Splits table in the Policy-Coinsurance tab. This can only be used within a Policy Coinsurance repeat type. |
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This will retrieve the Commission excluding GST amount of the Policy. This is retrieved from the Rating tab. |
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This will retrieve the GST of the Commission amount of the Policy. This is retrieved from the Rating tab. |
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This will retrieve the Commission including GST amount of the Policy. This is retrieved from the Rating tab. |
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This will retrieve the Address of the contact assigned to this policy. |
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This will retrieve the country of the contact assigned to this policy on the Policy Detail screen. |
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This will retrieve the Email Address of the contact assigned to this policy on the Policy Detail screen. |
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This will retrieve the Fax Number of the contact assigned to this policy on the Policy Detail screen. |
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This will retrieve the First Name of the contact assigned to this policy on the Policy Detail screen. |
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This will retrieve the Job Title of the contact assigned to this policy on the Policy Detail screen. |
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This will retrieve the Last Name of the contact assigned to this policy on the Policy Detail screen. |
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This will retrieve the Mailing Name of the contact assigned to the policy. |
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This will retrieve the Mobile Number of the contact assigned to this policy on the Policy Detail screen. |
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This will retrieve the Telephone Number of the contact assigned to this policy on the Policy Detail screen. |
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This will retrieve the second Telephone Number entered for the contact assigned to this policy. |
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This will retrieve the Salutation entered for this contact assigned to this policy on the Policy Detail screen. |
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This will retrieve the Title of the contact assigned to this policy on the Policy Detail screen. |
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This will retrieve the Title Code of the contact assigned to this policy on the Policy Detail screen. |
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This will retrieve the calculated default credit card fee on the policy gross premium amount. |
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This will retrieve the second calculated credit card fee on the policy gross premium amount. |
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This will retrieve the information entered in the Detailed Description of the Policy Page. |
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This will retrieve the effective date of the policy as entered on the Policy Detail Screen. |
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This will retrieve the Excess Amount for the Policy as entered on the Policy Detail Screen. |
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This will retrieve the ABN of the Insurer from the Facility on the selected Policy. |
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This will retrieve the AFSL of the Insurer from the Facility on the selected Policy. |
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This will retrieve the Name of the Insurer from the Facility on the selected Policy. |
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This will retrieve the Other Reference of the Insurer from the Facility on the selected Policy. |
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This will retrieve the Premium Percent of the Insurer from the Facility on the selected Policy. |
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This will retrieve the Section Title of the Insurer from the Facility on the selected Policy. |
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This will retrieve the Tax Percent of the Insurer from the Facility on the selected Policy. |
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This will retrieve the Fee Amount of the policy. For example if there is a Broker Fee amount and Insurer Levy amount entered then it will be the calculation of both amounts (excluding GST) to return the total fee amount value. This is retrieved from the Rating table in the Policy-Rating tab. |
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This will retrieve the GST of the fee amount(s) of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the Fire Services Levy amount of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the GST of the Fire Services Levy Amount of the Policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the FSRA type (i.e. Retail, Wholesale) of the policy as chosen from the FSRA Type combo box on the Policy Detail screen. |
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This will retrieve the GST Amount of the Policy. This is calculated as the addition of the GST of the base premium, taxes and fees listed. This is retrieved from the Policy-Rating tab. |
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This will retrieve the GST amount of the policy. This is calculated as the addition of the GST of the base premium, taxes and fees listed excluding Admin Fee GST. This is retrieved from the Policy-Rating tab. |
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This is the portion of GST excluded as noted on the Policy Detail Screen. |
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This will retrieve the Gross Premium amount of the Policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the gross premium with the addition of the default Credit Card Fee of the Policy. |
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This will retrieve the Gross Premium with the Addition of the second default Credit Card Fee of the Policy. |
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This will retrieve the Inception date entered on the Policy Detail screen. |
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This will return true if the Master Policy is included in the Transaction for this Policy. |
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This will retrieve the Income amount (i.e. calculated from the addition of the Base Broker Fee and Commission amounts) of the Policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the Insured Name (i.e. client name) of the Policy. |
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This will retrieve the ID of the client relation type based on what's been assigned in the Client Relation Type List in Admin. This can only be used within a Policy Insured Parties repeat type. |
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This will retrieve the text of the client relation type (i.e. Insured) in the Included Other Parties table in the Policy-Cover tab. This can only be used within a Policy Insured Parties repeat type. |
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This will retrieve the Related Client ID of all Insured Parties listed in the Included Other Parties table in the Policy-Cover tab. This can only be used within a Policy Insured Parties repeat type. |
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This will retrieve the Related Client Name of all Insured Parties listed in the Included Other Parties table in the Policy-Cover tab. This can only be used within a Policy Insured Parties repeat type. |
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This will retrieve the Relation Text (i.e. Parent, Subsidiary) of all Insured Parties listed in the Included Other Parties table in the Policy-Cover tab. This can only be used within a Policy Insured Parties repeat type. |
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This will retrieve the Insurer Gross amount of the Policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the Insurer Levy amount of the Policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the Insurer Reference entered for the Policy. |
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This will retrieve the GST of the Insurer Levy amount of the Policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the Related Client ID of all Interested Parties listed in the Included Other Parties table in the Policy-Cover tab. This can only be used within a Policy Interested Parties repeat type. |
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This will retrieve the Related Client Name of all Interested Parties listed in the Included Other Parties table in the Policy-Cover tab. This can only be used within a Policy Interested Parties repeat type. |
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This will retrieve the ID of the client relation type based on what's been assigned in the Client Relation Type List in Admin. This can only be used within a Policy Interested Parties repeat type. |
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This will retrieve the text of the client relation type (i.e. Interested) in the Included Other Parties table in the Policy-Cover tab. This can only be used within a Policy Interested Parties repeat type. |
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This will retrieve the relation text (i.e. Parent, Subsidiary) of all Interested Parties listed in the Included Other Parties table in the Policy-Cover tab. This can only be used within a Policy Interested Parties repeat type. |
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This will retrieve the Contact Name of the Introducer as chosen in the Policy Detail Screen. |
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This will retrieve the Name of the Introducer as chosen in the Policy Detail Screen. |
This will retrieve the ID of the Invoice generated for this Policy. |
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This will retrieve the ID of the Ledger assigned to this Policy. |
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This will retrieve the Name of Ledger assigned to this Policy. |
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This will retrieve the Limit Amount for the Policy. |
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This will retrieve the commission base amount of the intermediary (e.g. Authorised Rep.) for this Policy. |
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This will retrieve the commission GST amount of the intermediary (e.g. Authorised Rep.) for this Policy. |
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This will retrieve the fee base amount of the intermediary (e.g. Authorised Rep.) for this Policy. |
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This will retrieve the fee GST amount of the intermediary (e.g. Authorised Rep.) for this Policy. |
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This will retrieve the income (commission + fee) amount of the intermediary (e.g. Authorised Rep.) for this Policy. |
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This will retrieve the income GST (commission GST + fee GST) amount of the intermediary (e.g. Authorised Rep.) for this Policy. |
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This will retrieve the income (commission + fee) amount and the GST (commission GST + fee GST) of the intermediary (e.g. Authorised Rep.) for this Policy. |
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This will be true if it indicates that the policy is a master policy (master policies are a grouping of several policies under one master record). |
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This will retrieve the ID number of the master policy if it indicates that it is a master policy. |
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This will retrieve the policy reference of the master policy. |
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This will retrieve the Net Broker Fee amount of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the GST amount for the Net Broker Fee of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the net amount due by the Broker (i.e. withholding their commission) for this Policy. |
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This will retrieve the Net Commission amount of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the GST for the Net Commission amount of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the Net GST amount of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the Net Income amount of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the GST for the Net Income amount of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the total Net Income amount including GST amount of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the Net Premium amount assigned this policy. This is retrieved from the Policy-Rating tab. |
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If the product chosen is a Product Pack (i.e. Business Pack, etc) this will retrieve the Base Premium amount entered for this product within this product pack. This can only be used within an Option Pack repeat type. |
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If the product chosen is a Product Pack (i.e. Business Pack, etc) this will retrieve the Product Code of the product within this product pack. This can only be used within an Option Pack repeat type. |
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If the product chosen is a Product Pack (i.e. Business Pack, etc) this will retrieve the Product ID of the product within this product pack. This can only be used within an Option Pack repeat type. |
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If the product chosen is a Product Pack (i.e. Business Pack, etc) this will retrieve the Product Name of the product within this product pack. This can only be used within an Option Pack repeat type. |
If the product chosen is a Product Pack (i.e. Business Pack, etc) this will retrieve the product type assigned to this product within this product pack. This can only be used within an Option Pack repeat type. |
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If the product chosen is a Product Pack (i.e. Business Pack, etc) this will retrieve the Quote Option ID assigned to this product pack. This can only be used within an Option Pack repeat type. |
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This will retrieve the text of the option accepted through to this policy. |
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This is the Insured Other names from the Client as denoted on the Policy screen. |
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This is the Insured Other Names' Policy ID from the Client as denoted on the Policy screen. |
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This is the Insured Other Names' Text Type from the Client as denoted on the Policy screen |
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This will retrieve the ID of the client relation type based on what's been assigned in the Client Relation Type List in Admin. This can only be used within a Policy Other Parties repeat type. |
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This will retrieve the text of the client relation type (i.e. Insured, Interested) based on what's been entered in the Client Relation Type List in Admin. This can only be used within a Policy Other Parties repeat type. |
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This will retrieve the Related Client ID of all Other Parties listed in the Included Other Parties table in the Policy-Cover tab. This can only be used within a Policy Other Parties repeat type. |
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This will retrieve the Related Client Name of all Other Parties listed in the Included Other Parties table in the Policy-Cover tab. This can only be used within a Policy Other Parties repeat type. |
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This will retrieve the relation text (i.e. Parent, Subsidiary) of all Other Parties listed in the Included Other Parties table in the Policy-Cover tab. This can only be used within a Policy Other Parties repeat type. |
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This will retrieve the text in Policy Paragraph 1 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 1 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 2 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 2 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 3 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 3 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 4 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 4 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 5 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 5 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 6 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 6 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 7 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 7 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 8 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 8 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 9 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 9 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 10 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 10 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 11 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 11 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 12 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 12 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 13 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 13 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 14 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 14 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 15 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 15 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 16 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 16 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 17 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 17 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 18 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 18 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 19 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 19 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the text in Policy Paragraph 20 within the Policy-Wordings tab. |
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This will retrieve the information for Paragraph 20 in the Included Wordings table of a Policy-Wordings tab. |
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This will retrieve the ID of which this policy has been created from. |
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This will retrieve the Terrorism Levy amount from the Coinsurance tab on a bound Option of a Policy. |
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This will retrieve the Total Terrorism Levy amount from the Coinsurance tab on a bound Option of a Policy. |
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This will retrieve the Excess of Amount per section from the Facilities tab of the Policy. |
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This will retrieve the Limit Amount per section from the Facilities tab of the Policy. |
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This will retrieve the Proportion Percent Amount per section from the Facilities tab of the Policy. |
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This will retrieve the Insurer Facility Excess of Amount per section from the Facilities tab of the Policy. |
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This will retrieve the Insurer Facility Limit Amount per section from the Facilities tab of the Policy. |
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This will retrieve the Insurer Proportion Percent Amount per section from the Facilities tab of the Policy. |
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This will retrieve the Underwriting Years per section from the Facilities tab of the Policy. |
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This will retrieve the Policy ID assigned to a Quotation upon being Accepted to Policy. This number is displayed on the Policy Transaction Detail Screen of a Policy. |
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This will retrieve the Inward Withholding Tax on a Policy from the Quote Option Tab. |
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This will retrieve the Inward Withholding Tax GST on a Policy from the Quote Option Tab. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Admin Fee within a given section. It can also show the section title, description of the Admin Fee. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Admin Fee GST within a given section. It can also show the section title, description of the Admin Fee GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Base Premium GST within a given section. It can also show the section title, description of the Base Premium GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Base Premium AMT within a given section. It can also show the section title, description of the Base Premium AMT. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Broker Commission within a given section. It can also show the section title, description of the Broker Commission. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Broker Commission GST within a given section. It can also show the section title, description of the Broker Commission GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Broker Fee within a given section. It can also show the section title, description of the Broker Fee. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Broker Fee GST within a given section. It can also show the section title, description of the Broker Fee GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Broker Income within a given section. It can also show the section title, description of the Broker Income. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Broker Income GST within a given section. It can also show the section title, description of the Broker Income GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Broker Income Plus GST within a given section. It can also show the section title, description of the Broker Income Plus GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Commission Amount within a given section. It can also show the section title, description of the Commission Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Commission GST Amount within a given section. It can also show the section title, description of the Commission GST Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Commission Plus GST within a given section. It can also show the section title, description of the Commission Plus GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Description within a given section. It can also show the section title, description of the Field. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Fee Amount within a given section. It can also show the section title, description of the Fee Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Fee GST Amount within a given section. It can also show the section title, description of the Fee GST Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Fire Services Levy within a given section. It can also show the section title, description of the Fire Services Levy. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Fire Services Levy GST within a given section. It can also show the section title, description of the Fire Services Levy GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Gross Premium AMT within a given section. It can also show the section title, description of the Gross Premium AMT. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the GST Amount within a given section. It can also show the section title, description of the GST Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the GST Amount Excluding Admin Fee GST within a given section. It can also show the section title, description of the Field. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Income Amount within a given section. It can also show the section title, description of the Income Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Income Amount GST within a given section. It can also show the section title, description of the Income Amount GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Income Amount Plus GST within a given section. It can also show the section title, description of the Income Amount Plus GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Introducer Commission within a given section. It can also show the section title, description of the Introducer Commission. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Introducer Commission GST within a given section. It can also show the section title, description of the Introducer Commission GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Introducer Fee within a given section. It can also show the section title, description of the Introducer Fee. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Introducer Fee GST within a given section. It can also show the section title, description of the Introducer Fee GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Introducer Income within a given section. It can also show the section title, description of the Introducer Income. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Introducer Income GST within a given section. It can also show the section title, description of the Introducer Income GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Introducer Income Plus GST within a given section. It can also show the section title, description of the Introducer Income Plus GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Managing Entity Commission within a given section. It can also show the section title, description of the Managing Entity Commission. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Managing Entity Commission GST within a given section. It can also show the section title, description of the Managing Entity Commission GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Managing Entity Fee within a given section. It can also show the section title, description of the Managing Entity Fee. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Managing Entity Fee GST within a given section. It can also show the section title, description of the Managing Entity Fee GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Managing Entity Income within a given section. It can also show the section title, description of the Managing Entity Income. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Managing Entity Income GST within a given section. It can also show the section title, description of the Managing Entity Income GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Managing Entity Income Plus GST within a given section. It can also show the section title, description of the Managing Entity Income Plus GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Net Broker Owing within a given section. It can also show the section title, description of the Net Broker Owing. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Net GST Amount within a given section. It can also show the section title, description of the Net GST Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Net Premium Amount within a given section. It can also show the section title, description of the Net Premium Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Non Residence Tax within a given section. It can also show the section title, description of the Non Residence Tax. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Non Residence Tax GST within a given section. It can also show the section title, description of the Non Residence Tax GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Own Admin Fee within a given section. It can also show the section title, description of the Own Admin Fee. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Own Admin Fee GST within a given section. It can also show the section title, description of the Own Admin Fee GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Own Commission Amount within a given section. It can also show the section title, description of the Own Commission Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Own Commission GST Amount within a given section. It can also show the section title, description of the Own Commission GST Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Own Commission Plus GST within a given section. It can also show the section title, description of the Own Commission Plus GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Provider Gross within a given section. It can also show the section title, description of the Provider Gross. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Section Title within a given section. It can also show the section title, description of the Section Title. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Stamp Duty Amount within a given section. It can also show the section title, description of the Stamp Duty Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Stamp Duty GST within a given section. It can also show the section title, description of the Stamp Duty GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Tax Amount within a given section. It can also show the section title, description of the Tax Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Tax Fee Amount within a given section. It can also show the section title, description of the Tax Fee Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Tax Fee Withheld within a given section. It can also show the section title, description of the Tax Fee Withheld. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Tax Fee Withheld GST within a given section. It can also show the section title, description of the Tax Fee Withheld GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Tax GST Amount within a given section. It can also show the section title, description of the Tax GST Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the TaxFee Document Group Amount within a given section. It can also show the section title, description of the TaxFee Document Group Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the TaxFee Document Group GST within a given section. It can also show the section title, description of the TaxFee Document Group GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the TaxFee Document Group Plus GST within a given section. It can also show the section title, description of the TaxFee Document Group Plus GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the TaxFee Document Group0 Amount within a given section. It can also show the section title, description of the TaxFee Document Group0 Amount. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the TaxFee Document Group0 GST within a given section. It can also show the section title, description of the TaxFee Document Group0 GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the TaxFee Document Group0 Plus GST within a given section. It can also show the section title, description of the TaxFee Document Group0 Plus GST. |
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This is to be used in a repeat type for line items at the policy level and can be used to show the Terrorism Levy within a given section. It can also show the section title, description of the Terrorism Levy. |
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This will retrieve the Non Residence Tax Amount from the Bound Option of a Policy. |
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This will retrieve the Non Residence Tax GST Amount from the Bound Option of a Policy. |
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This will retrieve the Terrorism Levy Amount from the Bound Option of a Policy. |
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This will retrieve the primary facility code as displayed in the Policy Detail screen. |
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This will retrieve the Product Group text (i.e. Commercial Rating, Domestic Rating) of the product assigned to the policy. |
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This will retrieve the ID of the product assigned to the policy. |
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This will retrieve the name of the Product assigned to this policy. |
This will retrieve the name of the product type of the product assigned to this policy. |
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This will retrieve the proposal date as entered on the Policy Detail Screen. |
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This will retrieve the quote number of the Quotation accepted for this policy. |
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This will retrieve the Quotation Date entered on the Policy Detail screen. |
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This will retrieve the Broker, Direct or Agent entered in the source type field of the Policy detail screen. |
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This will retrieve the text entered in the Application Type Note field on the Policy Detail screen. |
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This will retrieve the Application type (i.e. New Business, Renewal, Cancellation, etc) of the policy as chosen from the Policy Type combo box on the Policy Detail screen. |
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This will retrieve the text in the region field as displayed on the Policy Detail screen. |
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This will retrieve the Facility Code as denoted on the Reinsurance tab within a Policy. |
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This will retrieve the Facility Description as denoted on the Reinsurance tab within a Policy. |
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This will retrieve the Facility Type Code as denoted on the Reinsurance tab within a Policy. |
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This will retrieve the Facility Type Text as denoted on the Reinsurance tab within a Policy. |
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This will retrieve the Insurer Address as denoted on the Reinsurance tab within a Policy. |
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This will retrieve the Insurer Claim Percent as denoted on the Reinsurance tab within a Policy. |
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This will retrieve the Insurer Facility Code as denoted on the Reinsurance tab within a Policy. |
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This will retrieve the Insurer Facility Description as denoted on the Reinsurance tab within a Policy. |
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This will retrieve the Insurer Facility Type Code as denoted on the Reinsurance tab within a Policy. |
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This will retrieve the Insurer Facility Type Text as denoted on the Reinsurance tab within a Policy. |
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This will retrieve the related Quotation ID of the policy (i.e. if there were an Endorsement or Amendment made then another Quotation exists that is related to the current policy). |
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This will retrieve the Retroactive date entered of the policy as entered on the Policy Detail screen. |
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This will retrieve the Stamp Duty amount of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the GST of the stamp duty amount of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the status of the policy (i.e. Bound, Bound Superseded, Finalised, etc.) |
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This will retrieve the Tax amount (i.e. the items under the Taxes heading in the Ratings table). For example if there is a Fire Services Levy amount and Stamp Duty amount entered then it will be the calculation of both amounts (excluding GST) to return the total tax amount value. This is retrieved from the Rating table in the Policy-Rating tab. |
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This will retrieve the addition of the Taxes and Fees base amounts in the Ratings table in the Policy-Rating tab. |
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This will retrieve the addition of the Taxes and Fees base amounts within the premium in the Ratings table in the Policy-Rating tab. |
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This will retrieve the addition of the Taxes and Fees base amounts within the premium GST in the Ratings table in the Policy-Rating tab. |
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This will retrieve the GST of the tax amount(s) of the policy. This is retrieved from the Policy-Rating tab. |
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This will retrieve the Temporary Expiry date entered for the policy on the Policy Detail screen. |
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This will retrieve the Term Expiry date entered for the policy on the Policy Detail screen. |
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This will retrieve the Term of the policy in months. |
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This will retrieve the total Premium Amount of the policy. This is retrieved from the Rating tab. |
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This will retrieve the Transaction ID of the policy. |
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This will retrieve the Underwriter entered on the Policy Detail Screen. |
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This will retrieve the Email address of the Underwriter associated with the Policy. |
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This will retrieve the Fax number of the Underwriter associated with the Policy. |
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This will retrieve the Mobile number of the Underwriter associated with the Policy. |
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This will retrieve the address of the Underwriter's office associated with the Policy. |
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This will retrieve the Phone number of the Underwriter associated with the Policy. |
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This will retrieve the Position of the Underwriter associated with the Policy. |