AIM Web Service Functions and Tags

In this topic, we continue our discussion of the commands located on the Edit Menu.

Web services are self-contained business functions that operate over the Internet. They are written to strict specifications to work together with other similar kinds of components. Web services are important to business because they enable systems in different companies to interact with each other, more easily than ever before. AIM Web Service is a tool that provides you with access to your AIM (Agency Information Manager) database in a secure and structured manner enabling you to interact with the data in real-time. Using Web service, you can create custom applications for a broad range of services. A typical application would be a Web based application that could create a submission, quote, and/or invoice in AIM without having to re-enter the data.

Scope

Web Service is provided to enable you to utilize your investment in your AIM database. It is not an out-of-the-box application that provides any direct functionality. You will need to create the user interface application that accesses the web service via XML.

The AIM Web Service allows a Web service client to connect to and interact with the AIM database via XML and stored procedures.

The table below highlights various tasks and the associated ownership of each:

Vertafore Provides	You Provide
WCF Web Services	Web site, Web developer, or server administrator
XML data interface to specific areas of the AIM database	Web site hosted on an accessible server
Technical documentation describing the data interface and its usage	Web page design or Java script programming. Web Service does not provide any data validation
User validation via a logon function	Integrated Web page usage into AIM user workflow
Configuration program	Loading or configuring of your Web server
Test client and source code	Access control provided through your Web site utilizing our logon function

Input/Output Functions

The following tables show the standard input and output function formats.

For standard input functions:
Input XML format	<CISWebService> <procedure name> <parameter1>value</parameter1> <parameter2>value</parameter2> </procedure name> </CISWebService>
Where: Procedure name = Parameter (x) = Value =	The name of the function being called The name of the input parameters The value for that parameter
Example	<CISWebService> <WSInsuredSearch> <SearchValue>osb</SearchValue> <AgentID>AGT1109</AgentID> </WSInsuredSearch> </CISWebService>

For standard input functions:

Input XML format

<parameter1>value</parameter1>

<parameter2>value</parameter2>

</procedure name>

</CISWebService>

Where:

Procedure name =

Parameter (x) =

Value =

The name of the function being called

The name of the input parameters

The value for that parameter

Example

</WSInsuredSearch>

</CISWebService>

For standard output functions:
Output XML format	<wsresults> < recordtype name field1="value" field2="value" … /> </wsresults>
Where: Recordtype = Field (x) = Value =	The type of record returned (generally table name), i.e., -Insured Logon The name of the table field The field value.

For standard output functions:

Output XML format

< recordtype name field1="value" field2="value" … />

</wsresults>

Where:

Recordtype =

Field (x) =

Value =

The type of record returned (generally table name), i.e., -Insured

Logon

The name of the table field

The field value.

ACORD XML Imports and Exports

Imports ACORD XML data. This includes named insured, submission data, version data, and units at risk information.

In AIM 6.5 the only units at risks data imported is general liability.

In AIM 6.5.1 the units at risk data imported is the above along with commercial property, crime, commercial inland marine, commercial package (general liability, commercial property, crime, and commercial inland marine), homeowner, and dwelling fire.

wsAcordXmlImport(pInputXML: String, tokenString: String): String
Input parameters	pInputXML – is the text of the ACORD XML tokenString – is the authentication token returned by the WSLogin method
Details	If the ACORD XML has the quoteID and insurerID the information can also be updated. If the version for that quoteID, specified in the ACORD XML, already has been quoted then a new version is created. Note: All information is updated. This includes named insured, submission data, version data, and units at risk information. Business Rule Validation The InsuredName must be provided for successful import. The effective dates and expiration dates must be valid for successful import. For example, the expiration date cannot be before the effective date. The ProducerID (agent) must be provided for successful import. The CoverageCode must be valid and mapped in Data Maintenance Utility (DMU) for successful import. The number of characters must respect the established field lengths. The InsuredName field is set to 255 characters; therefore characters over 255 will cause a schema validation error. If a product code is provided, it must correspond to a valid product for the given coverage. The agent must not only be provided, but it must also match a valid agent ID in the CIS database. Schema Validation Format of dates must be exactly YYYY-MM-DD for successful import. YYYY/MM/DD (using slashes instead of dashes) is an example of an invalid date format and a schema validation error will be displayed. The order of nodes must follow ACORD standards for successful Import. Refer to the ACORD Help file for more information. A schema field length is set on most text fields and should be respected. For example, the InsuredName field is set to 255 characters; therefore any additional characters will cause a schema validation error. Numeric values cannot contain non-numeric data. For example <Amt>$500.00</Amt> will return a schema validation error and should be changed to <Amt>500.00</Amt>. All nodes marked as ‘Required’ in the ACORD Help file must be present in the XML. If a required node is missing or is in the wrong place a schema validation error will be displayed. Certain nodes have restrictions where their values must come from a pre-defined list. Refer to the ACORD Help file for the list. For example, the LOBCd node value of CGL is in the pre-defined list, but CXL is not and would cause a schema validation error.
Output fields	This method returns XML as follows: <CISWebService> <StatusID>0</StatusID> <Message> <ImportResults> <Request RequestID="3d90076f-002e-4111-bce3-d5b3fd3edf7f"> <QuoteID>0001827</QuoteID> <InsuredID>219637</InsuredID> </Request> </ImportResults> </Message> </CISWebService> Note: StatusID 0 = Success and StatusID 1= Failure

wsAcordXmlImport(pInputXML: String, tokenString: String): String

Input parameters

pInputXML – is the text of the ACORD XML

tokenString – is the authentication token returned by the WSLogin method

Details

If the ACORD XML has the quoteID and insurerID the information can also be updated.

If the version for that quoteID, specified in the ACORD XML, already has been quoted then a new version is created.

Note: All information is updated. This includes named insured, submission data, version data, and units at risk information.

Business Rule Validation
The InsuredName must be provided for successful import.
The effective dates and expiration dates must be valid for successful import. For example, the expiration date cannot be before the effective date.
The ProducerID (agent) must be provided for successful import.
The CoverageCode must be valid and mapped in Data Maintenance Utility (DMU) for successful import.
The number of characters must respect the established field lengths. The InsuredName field is set to 255 characters; therefore characters over 255 will cause a schema validation error.
If a product code is provided, it must correspond to a valid product for the given coverage.
The agent must not only be provided, but it must also match a valid agent ID in the CIS database.

Schema Validation

Format of dates must be exactly YYYY-MM-DD for successful import. YYYY/MM/DD (using slashes instead of dashes) is an example of an invalid date format and a schema validation error will be displayed.
The order of nodes must follow ACORD standards for successful Import. Refer to the ACORD Help file for more information.
A schema field length is set on most text fields and should be respected. For example, the InsuredName field is set to 255 characters; therefore any additional characters will cause a schema validation error.
Numeric values cannot contain non-numeric data. For example <Amt>$500.00</Amt> will return a schema validation error and should be changed to <Amt>500.00</Amt>.
All nodes marked as ‘Required’ in the ACORD Help file must be present in the XML. If a required node is missing or is in the wrong place a schema validation error will be displayed.
Certain nodes have restrictions where their values must come from a pre-defined list. Refer to the ACORD Help file for the list. For example, the LOBCd node value of CGL is in the pre-defined list, but CXL is not and would cause a schema validation error.

Output fields

This method returns XML as follows:

</Request>

</ImportResults>

</Message>

</CISWebService>

Note: StatusID 0 = Success and StatusID 1= Failure

Exports AIM submission, version, and units at risk data. This includes named insured, submission data, version data, and units at risk information.

In AIM 6.5 the only units at risks data imported is general liability.

wsAcordXmlExport(pInputXML: String, tokenString: String): String
Input parameters	pQuoteID – quote ID to be returned pVersion – version to be returned for the given quote ID tokenString –authentication token returned by the WSLogin method
Details	If the quoteID passed in is bound the version of the quote returned will always is the bound version for that quoteid. No matter if a different version is requested. If pVersion is not specified then the version returned will be the latest version for that submission/quote If pVersion is not a valid version then an error is returned. An example follows: <example of error message>
Output fields	This method returns XML as follows: <CISWebService> <StatusID>0</StatusID> <Message> <?ACORD ACORD="1.20.0"?><ACORD>…</ACORD> </Message> </CISWebService> <ACORD…</ACORD> – is the exported ACORD XML data

wsAcordXmlExport(pInputXML: String, tokenString: String): String

Input parameters

pQuoteID – quote ID to be returned

pVersion – version to be returned for the given quote ID

tokenString –authentication token returned by the WSLogin method

Details

If the quoteID passed in is bound the version of the quote returned will always is the bound version for that quoteid. No matter if a different version is requested.
If pVersion is not specified then the version returned will be the latest version for that submission/quote
If pVersion is not a valid version then an error is returned. An example follows: <example of error message>

Output fields

This method returns XML as follows:

<?ACORD ACORD="1.20.0"?><ACORD>…</ACORD>

</Message>

</CISWebService>

<ACORD…</ACORD> – is the exported ACORD XML data

Standard Functions

The tables that follow show various functions used by AIM Web Service.

VerifyWSConnection(): String
Verifies a connection to AIM Web Service. If successful, returns the following message: "CIS Web Service Connection Established (version x.x)." This is the only function which does not require a security token and is used for testing purposes.

VerifyWSConnection(): String

Verifies a connection to AIM Web Service. If successful, returns the following message:

"CIS Web Service Connection Established (version x.x)."

This is the only function which does not require a security token and is used for testing purposes.

wsLogin(pNameHash: String, pPassHash: String): String:
Logon function for user authentication. Provide an MD5 hash of the user name and password. This function will authenticate and return a user token. This token is only valid for a limited amount of time. Programs that utilize AIM Web Services must take this into account. The token timeout is configurable in the provided configuration utility.
Input parameters	pNameHash, pPassHash
Output fields	tokenString – This is the security token which must be passed to all further Web Service function calls. If the user cannot be authenticated, an empty string is returned.

wsLogin(pNameHash: String, pPassHash: String): String:

Logon function for user authentication. Provide an MD5 hash of the user name and password. This function will authenticate and return a user token. This token is only valid for a limited amount of time. Programs that utilize AIM Web Services must take this into account. The token timeout is configurable in the provided configuration utility.

Input parameters

pNameHash, pPassHash

Output fields

tokenString – This is the security token which must be passed to all further Web Service function calls.

If the user cannot be authenticated, an empty string is returned.

wsLogin(pNameHash: String, pPassHash: String): String:
Logon function for user authentication. Provide an MD5 hash of the user name and password. This function will authenticate and return a user token. This token is only valid for a limited amount of time. Programs that utilize AIM Web Services must take this into account. The token timeout is configurable in the provided configuration utility.
Input parameters	pNameHash, pPassHash
Output fields	tokenString – This is the security token which must be passed to all further Web Service function calls. If the user cannot be authenticated, an empty string is returned.

wsLogin(pNameHash: String, pPassHash: String): String:

Input parameters

pNameHash, pPassHash

Output fields

tokenString – This is the security token which must be passed to all further Web Service function calls.

If the user cannot be authenticated, an empty string is returned.

WSInsuredSearch(pInputXML: String, tokenString: String): String
Returns insured records based on search value (partial/full name) and producer/agentID. The producer/agent parameter can be left blank to return insured records for all producers/agents.
Input parameters	SearchValue, AgentID
Output fields	InsuredID, NamedInsured, City, State, Zip, Address1, Address2, Fax, Phone, DBAName

WSSubmissionSearch(pInputXML : String, tokenString: String): String
Returns submission status from view dvQuoteView for Insured ID and producer ID.
Input parameters	InsuredID, AgentID
Output fields	QuoteID, StatusName, CoverageName, Quoted, Effective

WSVerifyLogin(pInputXML: String, tokenString: String): String
Returns producer/agent ID from the taaWebAccess table given user ID and password.
Input parameters	UserName, Password
Output fields	UserID

WSEmailLoginInfo(pInputXML: String, tokenString: String): String
Returns user name and password from the taaWebAccess table e-mail address.
Input parameters	Email
Output fields	UserName, Password

WSProducerStatement(pInputXML: String, tokenString: String): String
Returns producer statement data based on producer/agent ID.
Input parameters	Date
Output fields	Company, policyID, namedinsured, invno, duedate, effective, bal, type, amt, agentcomm, agentcommamt, netdue, description, date

WSCompaniesUpdatedSince(pInputXML: String, tokenString: String): String
Returns company data for companies that have been updated since the input date. If the date is blank, returns all companies.
Input parameters	Date
Output fields	'name, companyID, dateadded, datemodified,' + 'address1, address2, city, state, zip, mailaddress1,' + 'mailaddress2, mailcity, mailstate, mailzip, ' + 'acctgaddress1,acctgaddress2,acctgcity,acctgstate, '+ 'acctgzip, acctgphone, acctgfax, fax, phone, ' + 'acctgemail, email'

WSCompaniesUpdatedSince(pInputXML: String, tokenString: String): String

Returns company data for companies that have been updated since the input date. If the date is blank, returns all companies.

Input parameters

Date

Output fields

'name, companyID, dateadded, datemodified,' +

'address1, address2, city, state, zip, mailaddress1,' +

'mailaddress2, mailcity, mailstate, mailzip, ' + 'acctgaddress1,acctgaddress2,acctgcity,acctgstate, '+

'acctgzip, acctgphone, acctgfax, fax, phone, ' +

'acctgemail, email'

WSProducersUpdatedSince(pInputXML: String):
Returns producer data for producers that have been updated since the input date. If date is blank, returns all producers.
Input parameters	Date
Output fields	‘name, producerID, dateadded, datemodified,' + 'address1, address2, city, state, zip, mailaddress1,' + 'mailaddress2, mailcity, mailstate, mailzip, ' + 'acctgaddress1,acctgaddress2,acctgcity,acctgstate, '+ 'acctgzip, acctgphone, acctgfax, fax, phone, ' + 'acctgemail, email’

WSProducersUpdatedSince(pInputXML: String):

Returns producer data for producers that have been updated since the input date. If date is blank, returns all producers.

Input parameters

Date

Output fields

‘name, producerID, dateadded, datemodified,' +

'address1, address2, city, state, zip, mailaddress1,' +

'mailaddress2, mailcity, mailstate, mailzip, ' +

'acctgaddress1,acctgaddress2,acctgcity,acctgstate, '+

'acctgzip, acctgphone, acctgfax, fax, phone, ' +

'acctgemail, email’

WSProducerLookup(pInputXML: String, tokenString: String): String
Returns producer data for an agent ID.
Input parameters	AgentID
Output fields	name, address, city, state zip, mailaddress, mailcity, mailstate, mailzip, fax, phone

WSProducerPaymentInfo (pInputXML: String, tokenString: String): String
Returns producer payment data for a specified date range.
Input parameters	AgentID, BeginDate, EndDate
Output fields	CheckNo, Amount, Date, PayeeName

WSLocator(xml_input)
Returns an insured ID based on the input XML values:
Insured	If matching insured record is found, returns input XML with insured ID.

WSExecStoredProc (xml_input)
Reserved for future development. Processes any stored procedure in the CIS database that is referenced in the stored procedure WSExecStoredProc. Returns stored procedure result set in XML format.

WSExecStoredProc (xml_input)

Reserved for future development.

Processes any stored procedure in the CIS database that is referenced in the stored procedure WSExecStoredProc. Returns stored procedure result set in XML format.

Custom Functions

WSImport(xml_input: String, tokenString: String) : String
Imports data to the database based on the method tag of the input XML.
Typical XML string:	<CISWebService> </wsCISAIM> <Transaction> <Source>AGENCYNAME</Source> <Type>AFD</Type> <Method>Policy</Method> <NamedInsured>Mary Policy2 </NamedInsured> <DBAName>Policy Day Care</DBAName> <InsuredID></InsuredID> <Address1>1234 Some Street</Address1> <Address2></Address2> <City>San Antonio</City> <State>TX</State> <ZipCode>99999</ZipCode> <Phone>(555)555-5555</Phone> <Fax>(555)555-5555</Fax> <Email>mary@certifieddaycare.com</Email> <MailAddress1>1234 Some Street</MailAddress1> <MailAddress2></MailAddress2> <MailCity>San Antonio</MailCity> <MailState>TX</MailState> <MailZipCode>99999</MailZipCode> <AcctExec></AcctExec> <UserID></UserID> <TerrorActApplies>Y</TerrorActApplies> <Premium>310.00</Premium> <Taxes>15.28</Taxes> <Fees>0.32</Fees> <Limits>25,000/50,000/5,000</Limits> <Effective>01/31/2006</Effective> <NumberOfChildren>10</NumberOfChildren> <QuoteID></QuoteID> <PolicyID></PolicyID> </Transaction> </wsCISAIM> </CISWebService>
Valid Method values:
Application	Creates an application that a user may then view in AIM and process.
Insured	Creates an insured record.
Submission	Creates a quote and version record. If the InsuredID is blank, also creates an insured record.
Policy	Creates a Policy and Invoice record. If the InsuredID is blank, also creates an insured record. If the QuoteID is blank also creates a Quote and Version record. If the PolicyID is blank selects next available policy number from the register table.
Renewal	Renews a given Policy.
Renewal Quote	Renews a given quote (quote must be bound) returns the new quote ID as QuoteID.
The input need only contain those tags that are required for the method. For example, an input string for the renewal method could be: <CISWebService> </wsCISAIM> <Transaction> <Source>AGENCYNAME</Source> <Type>AFD</Type> <Method>Renewal</Method> <PolicyID>FGL-30024471</PolicyID> </Transaction> </wsCISAIM> </CISWebService>
The procedure will return an XML string containing the input values and include additional tags: Status 0 = success ReturnMessage Sting indicating success or error.

Web Service XML Tags

The following is a list of valid XML tags, the methods in which they are used, their type and size, and whether they are required.

Tag	Method	Type	Required	Values
Source	All	char(15)	Y	Rothert
Type	All	char(4)	Y	CGL
Method	All	char(15)	Y	Application, Insured, Submission, Policy, Renewal, or RenewQuote
NamedInsured	Insured/Quote	char(151)	Y
DBAName	Insured/Quote	char(151)	N
Address1	Insured Quote	char(40)	Y N
Address2	Insured Quote	char(40)	Y N
City	Insured Quote	char(28)	Y N
State	Insured Quote	char(4)	Y N
ZipCode	Insured Quote	char(14)	Y N
MailAddress1	Insured	char(40)	N
MailAddress2	Insured	char(40)	N
MailCity	Insured	char(26)	N
MailState	Insured	char(4)	N
MailZip	Insured	char(14)	N
Phone	Insured	char(20)	N
Fax	Insured	char(20)	N
EMail	Insured	char(128)	N
Effective	Quote/RenewQuote/Policy	char(10)	N	(MM/DD/YYYY ) if not set, defaults to current date.
AcctExec	Quote/RenewQuote/Policy	char(8)	Y	User ID for acct. exec – see DMU -> Users -> User ID
Premium	Quote Policy	float	N Y	Numeric only (decimal point valid, if required)
CSR	Quote/Policy	char(8)	Y	User ID for CSR – see DMU -> Users -> User ID
TerrorActApplies	Quote/Policy	char(1)	Y	Y/N
Tax1	Quote Policy	float	N Y	Numeric only (decimal point valid, if required)
Tax2	Quote Policy	float	N Y	Numeric only (decimal point valid, if required)
Tax3	Quote Policy	float	N Y	Numeric only (decimal point valid, if required)
Tax4	Quote Policy	float	N Y	Numeric only (decimal point valid, if required)
TerActPremium	Quote Policy	float	N Y	Numeric only (decimal point valid, if required)
Fees	Quote Policy	float	N Y	Numeric only (decimal point valid, if required)
PolicyID	Renewal	char(25)	Y
QuoteID	RenewQuote/Renewal/Policy	char(10)	Y
InsuredID	Quote	integer	N	If not provided the quote method will create a new insured record
PolicyStatus	Policy	char(3)	Y	'PIF'
TotalAmount	Quote	float	N	Premium + Fees + Taxes
CompanyID	Quote/Policy	char(6)	Y	Risk company ID (see DMU -> Company -> ID)
MarketID	Quote/Policy	char(6)	Y	Market company ID (see DMU -> Company -> ID)
ProductID	Quote/Policy	char(8)	Y	Product ID (see DMU -> Products -> ID)
TaxCode1	Invoice	char(3)	N	(see DMU -> Invoicing -> Tax Table -> Tax Code ID)
PayToID1	Invoice	char(6)	N	(see DMU -> Invoicing -> Tax Table -> CompanyID)
TaxCode2	Invoice	char(3)	N	(see DMU -> Invoicing -> Tax Table -> Tax Code ID)
PayToID2	Invoice	char(6)	N	(see DMU -> Invoicing -> Tax Table -> CompanyID)
TaxCode3	Invoice	char(3)	N	(see DMU -> Invoicing -> Tax Table -> Tax Code ID)
PayToID3	Invoice	char(6)	N	(see DMU -> Invoicing -> Tax Table -> CompanyID)
TaxCode4	Invoice	char(3)	N	(see DMU -> Invoicing -> Tax Table -> Tax Code ID)
PayToID4	Invoice	char(6)	N	(see DMU -> Invoicing -> Tax Table -> CompanyID)
TaxDescription1	Invoice	char(95)	N	(see DMU -> Invoicing -> Tax Table -> Tax Code ID description)
TaxDescription2	Invoice	char(95)	N	(see DMU -> Invoicing -> Tax Table -> Tax Code ID description)
TaxDescription3	Invoice	char(95)	N	(see DMU -> Invoicing -> Tax Table -> Tax Code ID description)
TaxDescription4	Invoice	char(95)	N	(see DMU -> Invoicing -> Tax Table -> Tax Code ID description)
TerActGrossComm	Quote/Policy	float	N
TerActAgentComm	Quote/Policy	float	N
TerActStatus	Quote/Policy	char(14)	N
TerTaxes	Quote/Policy	float	N
FeeSchedule	Quote/Policy	char(254)	N
NameType	Insured	char(3)	Y
ProducerID	Insured/Quote	char(8)	Y
InvPremiumDescription	Invoice	char(95)	N
InvFeeDescription	Invoice	char(95)	N
InvFeeTransCD	Invoice	char(6)	N
MarketID	Quote	char(6)	Y
CoverageID	Quote	char(6)	Y
TeamID	Quote	char(8)	N
DivisionID	Quote	char(8)	N
QuoteDescription	Quote	char(120)	N
AgentComm	Quote	float	N
GrossComm	Quote	float	N
PolicyTerm	Quote	char(25)	N
Exposure	Quote	char(40)	N
Limit1	Quote	char(8)	N
Limit2	Quote	char(8)	N
Limit3	Quote	char(8)	N
Limit4	Quote	char(8)	N
Limit5	Quote	char(8)	N
Limit6	Quote	char(8)	N
Limit7	Quote	char(8)	N
Coverage1	Quote	char(100)	N
Coverage2	Quote	char(100)	N
Coverage3	Quote	char(100)	N
Coverage4	Quote	char(100)	N
Coverage5	Quote	char(100)	N
Coverage6	Quote	char(100)	N
Coverage7	Quote	char(100)	N
CertificateID	WSCertificate	integer	Y
CertHolderID	WSCertificate	integer	Y	Not required if adding new holder
HolderName	WSCertificate	char(150)	N	Required if adding new holder
HolderAddress1	WSCertificate	char(30)	N	Required if adding new holder
HolderAddress2	WSCertificate	char(30)	N	Required if adding new holder
HolderCity	WSCertificate	char(20)	N	Required if adding new holder
HolderState	WSCertificate	char(2)	N	Required if adding new holder
HolderZip	WSCertificate	char(9)	N	Required if adding new holder
HolderPhone	WSCertificate	char(14)	N
HolderFax	WSCertificate	char(14)	N

New Tags

Tag	Method	Type	Required	Values
MarketID	Quote	char(6)	N	if State in ('CA', 'NJ', 'NY') then 'RE0001' else 'RE0002'
ProductID	Quote/Policy	char(8)	N	if State in ('CA', 'NJ', 'NY') then 'AFDSGLST' else 'AFDSGLLA'
CompanyID	Quote/Policy	char(6)	N	if State in ('CA', 'NJ', 'NY') then 'RE0001' else 'RE0002'
TaxCode1	Invoice	char(3)	N	'SLT'
TaxID1	Invoice	char(6)	N	<State> + 'SLT' (ex. 'TXSLT' for Texas)
TaxCode2	Invoice	char(3)	N	'SOF'
TaxID2	Invoice	char(6)	N	<State> + 'SOF' (ex. 'TXSOF' for Texas)
TaxCode3	Invoice	char(3)	N	'MTX'
TaxID3	Invoice	char(6)	N	'MUNTX'
TaxCode4	Invoice	char(3)	N	'SSC'
TaxID4	Invoice	char(6)	N	'STSURG'
TerActGrossComm	Quote/Policy	float	N	TerrorActApplies = 'Y' then '23.0' else ''
TerActAgentComm	Quote/Policy	float	N	TerrorActApplies = 'Y' then '999.0' else ''
TerActStatus	Quote/Policy	char(14)	N	TerrorActApplies = 'Y' then 'Applies' else ''
TerTaxes	Quote/Policy	float	N	TerrorActApplies = 'Y' then '0.25' else ''
FeeSchedule	Quote/Policy	char(254)	N	'AFDS Purchasing Group Membership Fee $' + <Fees as char>
NameType	Insured	char(3)	N	'B'
ProducerID	Insured/Quote	char(8)	N	'GA89990'
InvPremiumDescription	Invoice	char(95)	N	'Commercial General Liability'
InvFeeDescription	Invoice	char(95)	N	'AFDS Purchasing Group Membership Fee'
InvFeeTransCD	Invoice	char(6)	N	'AFMB'
CoverageID	Quote	char(6)	N	'CGL'
TeamID	Quote	char(8)	N	'AF_1'
DivisionID	Quote	char(8)	N	'1'
QuoteDescription	Quote	char(120)	N	'Personal Care Services'
AgentComm	Quote	float	N	'0.0'
GrossComm	Quote	float	N	'23.00'
PolicyTerm	Quote	char(25)	N	'12 Months'
Exposure	Quote	char(40)	N	'# Children' (see note 1 below)
Limit1	Quote	char(8)	N	<Limit1> (see note 2 below)
Limit2	Quote	char(8)	N	'1,000'
Limit3	Quote	char(8)	N	'5,000'
Limit4	Quote	char(8)	N	'10,000'
Limit5	Quote	char(8)	N	<Limit1>
Limit6	Quote	char(8)	N	<Limit2>
Limit7	Quote	char(8)	N	<Limit2>
Coverage1	Quote	char(100)	N	'GENERAL LIABILITY EACH OCCURRENCE LIMIT'
Coverage2	Quote	char(100)	N	'MEDICAL EXPENSE PER PERSON LIMIT - Any One Person'
Coverage3	Quote	char(100)	N	'MEDICAL EXPENSE OCCURRENCE OR INCIDENT LIMIT - Any One Occurrence or Incident'
Coverage4	Quote	char(100)	N	'MEDICAL EXPENSE AGGREGATE LIMIT'
Coverage5	Quote	char(100)	N	'SEXUAL ABUSE OR MOLESTATION EACH'
Coverage6	Quote	char(100)	N	'SEXUAL ABUSE OR MOLESTATION AGGR
Coverage7	Quote	char(100)	N	'POLICY AGGREGATE LIMIT'

Notes

Number of children is determined as follows:

if NumChildren in ('1', '2', '3', '4', '5', '6')

Set NumChildren = '6'

else if NumChildren in ('7', '8', '9', '10', '11', '12')

Set NumChildren = '12'

else set NumChildren = '18'

2. This is determined by the limits you are passing. For example: '25,000/50,000'

<Limit1> would be ’25,000’ and <Limit2> would be ’50,000’

3. Tags are case sensitive.