RiskMatch Report Builder Statements Added
|
This update is part of the Sagitta 20R2 release. Navigate to the Sagitta 2020 R2.1.0 Release Notes to review other enhancements and fixes that were part of the release. |
Two Report Builder statements have been added to the system, to be used to validate RiskMatch output.
|
Statement |
Description |
|
RISKMATCH.BOB |
Validation Report for Book of Business |
|
RISKMATCH.PROD |
RiskMatch PRODUCTION REPORT for validations |
A new file, "RISKMATCH", was added in support of the Report Builder statement, and the dictionary items listed below are in that file. All use the POLICIES or PREMIUMS file through the RISKMATCH file.
|
Data |
Attribute |
Synonym |
Uses File |
|
Transaction Code |
14 |
|
PREMIUMS |
|
Transaction Date |
15 |
|
PREMIUMS |
|
Entry Date |
16 |
|
PREMIUMS |
|
Transaction Amount |
17 |
|
PREMIUMS |
|
Agency Percent |
18 |
|
PREMIUMS |
|
Agency Commission |
19 |
|
PREMIUMS |
|
Producer Code |
20 |
|
PREMIUMS |
|
Producer Name |
20.3 |
|
PREMIUMS |
|
Producer Percent |
21 |
|
PREMIUMS |
|
Producer Commission Amount |
22 |
|
PREMIUMS |
|
Invoice number |
24 |
|
PREMIUMS |
|
Staff code |
32 |
|
PREMIUMS |
|
Transaction Servicer name |
32.3 |
|
PREMIUMS |
|
Department |
33 |
|
PREMIUMS |
|
BillTo code |
34 |
|
PREMIUMS |
|
Payee code |
35 |
|
PREMIUMS |
|
Payee name |
35.3 |
|
PREMIUMS |
|
Coverage code |
36 |
|
PREMIUMS |
|
Coverage description |
36.3 |
|
PREMIUMS |
|
Major line code |
36.4 |
|
PREMIUMS |
|
Insurer code |
37 |
|
PREMIUMS |
|
NAIC code |
37.29 |
|
PREMIUMS |
|
Insurer name |
37.3 |
|
PREMIUMS |
|
PolSeq# |
4 |
|
PREMIUMS |
|
NEW.REN Effective date |
40 4.11 |
|
PREMIUMS |
|
Expiration date |
4.13 |
|
PREMIUMS |
|
Policy number |
4.2 |
|
PREMIUMS |
|
New_Ren |
4.27 |
|
PREMIUMS |
|
Client code |
4.5.2 |
|
PREMIUMS |
|
Client name |
4.5.3 |
|
PREMIUMS |
|
Agency commission amount |
|
AGENCY.COMM |
PREMIUMS |
|
Bill type |
|
B.T |
PREMIUMS |
|
Bill type |
|
B.TYP |
POLICIES |
|
Client code |
|
CLIENT.CODE |
POLICIES |
|
Client name |
|
CLIENT.NAME |
POLICIES |
|
CNR |
|
CNR |
POLICIES |
|
Coverage code |
|
COV |
POLICIES |
|
Coverage description |
|
COV.DESCRIPTION |
POLICIES |
|
Department number |
|
DEPT |
POLICIES |
|
Department name |
|
DEPT.NAME |
POLICIES |
|
Division number |
|
DIV |
POLICIES |
|
Division name |
|
DIV.NAME |
POLICIES |
|
Effective date |
11 |
EFF.DATE |
POLICIES |
|
Entry date |
|
ENT.DATE |
POLICIES |
|
Estimated commission amount |
|
EST.COMM.AMT |
POLICIES |
|
Estimated premium amount |
|
EST.PREM.AMT |
POLICIES |
|
Expiration date |
|
EXP.DATE |
POLICIES |
|
Insurer code |
|
INS |
POLICIES |
|
Insurer name |
|
INS.NAME |
POLICIES |
|
Major line code |
|
MAJOR.LINE |
POLICIES |
|
New or Renew |
|
NEW.REN |
POLICIES |
|
Payee code |
|
PAYEE |
POLICIES |
|
Payee name |
|
PAYEE.NAME |
POLICIES |
|
Policy Id# |
|
POL.SEQ |
POLICIES |
|
Policy number |
|
POLICY.NUMBER |
POLICIES |
|
Primary producer code |
|
PROD1 |
POLICIES |
|
Primary producer name |
|
PROD1.NAME |
POLICIES |
|
Region |
|
REGION |
POLICIES |
|
Servicer code |
|
SERV |
POLICIES |
|
Servicer name |
|
SERV.NAME |
POLICIES |
|
Transaction date |
|
TRN.DATE |
POLICIES |
|
Written agency commission |
|
WRITTEN.AGENCY.COMM.1 |
POLICIES |