Map ACORD for VPI

In this topic, we continue the discussion of setting up VPI integration that began in Vertafore Policy Issuance Integration (VPI) Setup.

When AIM is installed, it is necessary that your existing AIM codes be mapped to ACORD codes. Many of the ACORD codes are already mapped for you in DMU.

You can access the ACORD mappings by clicking ACORD Mapping on the Tables menu.

1. In ACORD Mapping Maintenance, select a map type in the MapType pane.
2. Click Add to add a new ACORD mapping.

3. On the Detail tab, enter information about the ACORD mapping. Boxes shaded in yellow are required fields.
   1. AIM ID – Populated automatically.
   2. Description – Populated automatically. The description can be changed if necessary.
   3. ACORD Map Tbl – Populated automatically.
   4. ACORD ID – ACORD form ID code.
   5. Required – Not currently used.
   6. Active – Makes the mapping active in AIM.
   7. Created By – Not currently used.
   8. Modified By – Not currently used.
   9. Date Added – Not currently used.
   10. Date Modified – Not currently used.

4. Using the table below for reference, compare the AIM ID tables in DMU to the DMU ACORD code tables to confirm that all ACORD mappings have been added appropriately.
   1. Existing AIM codes should not be changed, however you may add additional codes as needed.
   2. The ACORD Code Document column refers to associated documents that contain lists of ACORD codes. Please refer to the lists in these documents when adding ACORD mappings to be sure you identify the correct ACORD code.

AIM Field Name	Tab	DMU Table	ACORD Mapping Table	ACORD Code Document
Insured information
Interest	Policy Data ->Addl Interest tab	Lookup Codes – Additional Interest	ACORD Insured Interests Codes	ACORD_Interests Codes.pdf
Structure	Pg. 2 tab	Lookup Codes – Structure/Business	ACORD Form of Business Codes	ACORD_Legal Entity Codes.pdf
Submission Detail
Coverage	Submission Detail tab	Coverage	ACORD Lines of Business	ACORD_Line of Business Codes.pdf
Type	Submission Detail tab	Lookup – Submission Type	ACORD Submission Type Codes	ACORD_PolicyStatus_Code_List.pdf
Units At Risk -Property - Commercial (Property Coverage)
Construction	Details tab	Lookup Codes – Construction Type	ACORD Construction Codes	ACORD_Construction Codes.pdf
Occupancy	Details tab	Lookup Codes – Occupancy	ACORD Occupancy Codes	ACORD_Occupancy Type Codes_PersonalLines.pdf, ACORD_Occupancy Type Codes_CommlLines.pdf
Roofing Type	Details tab	Lookup Codes – Roof Types	ACORD Roofing Codes	ACORD_Roofing Codes.pdf
Limits – Property
Cause of Loss	Limits – Property tab	Lookup – Cause of Loss	ACORD Cause of Loss	ACORD Cause of Loss.xlsx
Coverage	Limits – Property tab	Lookup – Commercial Property Categories	ACORD Commercial Coverage Codes	ACORD_Coverages Codes.pdf
Val.	Limits Property tab	Lookup – Schedule Property Basis	ACORD Property Valuation Codes	ACORD Valuation Codes.pdf
Units At Risk - GL (General Liability Coverage)
Rating Basis	GL Class Code screen	Rating Codes – Rate Basis Codes	ACORD Premium Basis Codes	ACORD_Premium Base Codes.pdf
Taxes, Fees, & Surcharges
Taxes	Tax Calculation tab	Invoicing – Invoicing Codes	ACORD Tax, Fee and Surcharge Codes	ACORD_CreditOrSurcharge Codes.xlsx

ACORD Coverage Limits

1. In ACORD Mapping Maintenance, click ACORD Coverage Limits, and then click the ACORD type on the ACORD Type Mapping tab.
2. Click Edit to edit the properties of the selected ACORD type. Alternatively, you can click Add to add a new ACORD map type.

3. On the Detail tab, map the AIM ID, that is, the limit names used in your existing products, to the appropriate ACORD ID.
   In our example, the General Aggregate limit is mapped to the ACORD code GENAG. You can edit the contents of the AIM ID box and no values are displayed in the AIM ID list. You must manually type the limit name in the AIM ID box.

More than one limit name may be mapped to the same ACORD value; however the same limit name should not be mapped to different ACORD values.

See Also