Sagitta to WorkSmart/ImageRight Mapping
WorkSmart™ Powered by ImageRight® is the premier provider of insurance-focused content management, enterprise workflow, and business intelligence solutions.
WorkSmart/ImageRight Integration
WorkSmart Integration allows users to view a client, policy or claim in Sagitta and be able to launch to the same file or folder in WorkSmart.
Prerequisite
Before your Sagitta system can integrate with WorkSmart, you must complete personalization on the CBDDOC/IMAGERIGHT SETTINGS page.
Sagitta Client Values
The following table lists the data values that can be used from Sagitta as part of the personalization configuration. These values can be used to populate things such as the ImageRight File Number or custom attributes within ImageRight.
| Sagitta Client Values | |
|---|---|
| ITEMID | Client Sequence Id |
| CLIENTCODE | Client Code |
| CLIENTNAME | Client Name |
| BILLTOCODE | Bill to client code |
| ADDRESSLINE1 | Address #1 listed in Sagitta |
| ADDRESSLINE2 | Address #2 listed in Sagitta |
| POSTALCODE | Zip Code |
| CITY | City |
| STATE | State |
| PHONENUMBER1 | The first phone number listed in Sagitta |
| PHONENUMBER2 | The second phone number listed in Sagitta |
| FAXNUMBER | The fax number listed in Sagitta |
| EMAILADDRESS | Email address |
| WEBSITE | Website value |
| PRODUCER1CODE | User code for the first producer listed for the client |
| PRODUCER1NAME | User’s name for the first producer listed for the client |
| PRODUCER1EMAIL | Email ID (prefix before @ symbol of the email address) for the first producer listed for the client |
| PRODUCER2CODE | User code for the second producer listed for the client |
| PRODUCER2NAME | User’s name for the second producer listed for the client |
| PRODUCER2EMAIL | Email ID for the second producer listed for the client |
| PRODUCER3CODE | User code for the third producer listed for the client |
| PRODUCER3NAME | User’s name for the third producer listed for the client |
| PRODUCER3EMAIL | Email ID for the third producer listed for the client |
| PRODUCERCODES | Comma separated list of all the producer codes associated with the client |
| SERVICER1CODE | User code for the first servicer listed for the client |
| SERVICER1NAME | User’s name for the first servicer listed for the client |
| SERVICER1EMAIL | Email ID for the first servicer listed for the client |
| SERVICER2CODE | User code for the second servicer listed for the client |
| SERVICER2NAME | User’s name for the second servicer listed for the client |
| SERVICER2EMAIL | Email ID for the second servicer listed for the client |
| SERVICER3CODE | User code for the third servicer listed for the client |
| SERVICER3NAME | User’s name for the third servicer listed for the client |
| SERVICER3EMAIL | Email ID for the third servicer listed for the client |
| SERVICERCODES | Comma separated list of all the servicer codes associated with the client |
| SOURCECODE | Source client code |
| SOURCENAME | Source client name |
| SOURCEDATE | Source Date |
| DIVISIONNAME | Division name |
| CATEGORYCODES | Comma separated list of all category codes associated with the client |
| CATEGORYDESCRIPTIONS | Comma separated list of all category description associated with the client |
| BUSINESSSTARTDATE | Business start date value |
|
PRODUCER1USERID, PRODUCER 2USERID, PRODUCER 3USERID, SERVICER1USERID, SERVICER2USERID, SERVICER3USERID are not available with Sagitta Web Service 1.2.0.0. |
Sagitta Policy Values
The following table lists the data values that can be used from Sagitta as part of the personalization configuration. These values can be used to populate things such as the policy folder description or custom attributes within ImageRight.
| Sagitta Policy Valuies | |
|---|---|
| ITEMID | Policy Sequence Id |
| CLIENTCODE | Client code for the client to which the policy is associated |
| REFERENCECODE | Reference code |
| POLICYNUMBER | Policy number value |
| NAMEDINSURED | Named insured for the policy |
| POLICYDESCRIPTION | Description of the policy |
| EFFECTIVEDATE | Effective date for the policy |
| EXPIRATIONDATE | Expiration date for the policy |
| COVERAGETYPE or COVERAGECODE | Coverage code for the policy |
| COVERAGETYPEDESCRIPTION | Description value for the coverage type |
| SERVICERCODE | Servicer code value for the first servicer on the policy |
| SERVICERNAME | Service name value for the first servicer on the policy |
| DEPARTMENTCODE | Department value for the policy |
| PRODUCERCODES | Comma separated list of producer codes associated with the policy |
| PRODUCERNAMES | Comma separated list of producer names associated with the policy |
| PRODUCER1CODE | Staff code for the first producer on the policy |
| PRODUCER2CODE | Staff code for the second producer on the policy |
| INSURERNAME | Name for the insurer on the policy |
| INSURERCODE or INSURERID | Id for the insurer on the policy |
Sagitta Claim/Loss Values
The following table lists the data values that can be used from Sagitta as part of the personalization configuration. These values can be used to populate things such as the policy folder description or custom attributes within ImageRight.
| Sagitta Claim/Loss Values | |
|---|---|
| ITEMID | Loss Sequence Id |
| CLAIMNUMBER | Claim number |
| INCIDENTDESCRIPTION | Incident description for the loss |
| CLAIMANTNAME | Claimant Name |
| LOSSDATE | Loss date value |