User Defined Company Unique Question Setup

Occasionally a company requires that a specific question be asked and answered when you take an application for them. User Defined Company Unique Question Setup allows you to enter these questions so you can attach them to companies and lines of business. By doing so, they appear and can be answered when you complete the line of business section of policy data entry.

  1. Open the Company Center and select the company for which you want to add questions.
  2. On the Views menu, click Edit Company.
  3. Expand the Company Unique Question Assignment section.
  4. Click Question Setup.
  1. From the User Defined Company Unique Question Setup data entry form, click New. The data entry fields appear.
  2. Enter the question in the Question field, select a Data Type, and enter the maximum Length, if applicable, for the answer. Click Add. The question appears in the grid. For more information on these fields, see the User Defined Company Unique Question Setup Fields section of this topic.
  3. To add another question repeat steps 1 and 2.
  4. When you have finished entering Questions, click the Save & Close icon or from the menu, click File > Save & Close.

The following fields are available.

Question

Enter the question as you want it to appear on the Company Unique Answers section of the Line of Business data entry form. This question prints on an overflow page when you create and print the application in eForms Manager.

 

To assign these questions to a company and line of business, see the Company Unique Question section in Company for more information.

Data Type

Select the type of answer you expect for the question. Choosing a type allows AMS360 to edit for the correct answer. The available data types are:

  • Alpha Only (A-Z): Letters only. No numbers or special characters.
  • Alphanumeric (A-Z) (0-9): Letters and numbers only. No special characters.
  • Amount ($-123,456,789.12): Numbers with two decimal places, commas, dollar sign, minus sign, and a decimal point. AMS360 formats the number for you.
  • Date (MM/DD/YYYY): Numbers with slashes separating month, day, and year. AMS360 formats the number for you.
  • Month/Year (MM/YYYY): Numbers with a slash between the month and year. AMS360 formats the number for you.
  • Number (123,456,789): Numbers with commas but no other special characters. AMS360 formats the number for you.
  • Phone Number: Eleven numbers with parentheses around the area code and a dash between the first three and last four numbers. AMS360 formats the number for you.
  • Social Security number: Nine digits (XXX-XX-XXXX). AMS360 formats the number for you.
  • State: AMS360 provides a list of states to select from.
  • Text (any character): Any characters including letters, numbers, and special characters.
  • Time: Four numbers separated by a colon (HH:MM). Enter the hour and minutes and AMS360 formats the number for you.
  • Year (YYYY): Type four numbers for a four digit year.
  • Yes/No (Y or N): The answer can only be a Y or an N for Yes or No.
  • Zip Code: Type five numbers for a five digit zip code.

Length

For Alpha Only, Alphanumeric, and Text data types, enter a maximum length for the answer.

What's Next?

Do you need to assign these questions to a company and line of business? See the Company Unique Question section in Company for more information.

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