Do more with the new and updated Insurance objects.
Group Benefits
- View the attributes selected for each contract group plan
- Use the new GrpCensusMemberPlanAttr object.
- Calculate the charges, including taxes and fees, for a group census member plan
- Use the new GrpCensusMbrPlanSurcharge object.
- Track a financial transaction generated for an insurance contract, including the amounts processed for premium, tax, and fees
- Use the new InsuranceContractTrxn object.
- Break down a contract transaction into premium, tax, and fees by group plan and class
- Use the new InsuranceContractTrxnDtl object.
- Capture the confirmed date a new renewal term officially takes effect
- Use the new ActualRenewalDate field on the existing InsuranceContract object.
- Indicate whether an insurance contract is locked for editing and deleting
- Use the new IsContractLocked field on the existing InsuranceContract object.
- Identify the root contract that a chain of mid-term endorsements traces back to
- Use the new OriginalContract field on the existing InsuranceContract object.
- Capture the initially intended term expiration date before any shortening
- Use the new OriginalEndDate field on the existing InsuranceContract object.
- Capture the initially intended term start date before any mid-term adjustments
- Use the new OriginalStartDate field on the existing InsuranceContract object.
- Capture the expected date for the next term renewal of a contract
- Use the new PlannedRenewalDate field on the existing InsuranceContract object.
- Link a contract version to its immediately preceding version
- Use the new PriorContract field on the existing InsuranceContract object.
- Connect a new renewal term back to the original contract
- Use the new RenewedFromContract field on the existing InsuranceContract object.
- Specify whether plans are assigned to members automatically based on configured mapping rules for a contract
- Use the new ShouldAutoAssignPlan field on the existing InsuranceContract object.
- Specify the granularity, such as plan, coverage, or charge level, at which transaction details are generated for a contract
- Use the new TransactionDetailLevel field on the existing InsuranceContract object.
- Specify the action to take for a census member during an event, such as Add, Remove, or Update
- Use the new EventAction field on the existing GroupCensusMember object.
- Specify the effective date of an event for a census member within the contract term
- Use the new EventEffectiveDate field on the existing GroupCensusMember object.
- Specify the type of event for a census member within the contract term
- Use the new EventType field on the existing GroupCensusMember object.
- Specify the level of override allowed for a census member
- Use the new OverrideTypeConfiguration field on the existing GroupCensusMember object.
- Specify the action to take for a census member plan during an event, such as Add, Remove, or Update
- Use the new EventAction field on the existing GroupCensusMemberPlan object.
- Indicate whether a census member plan is optional or mandatory
- Use the new IsOptional field on the existing GroupCensusMemberPlan object.
- Specify the override status applied to a census member plan
- Use the new OverrideTypeStatus field on the existing GroupCensusMemberPlan object.
- Associate a product category with a census member plan
- Use the new ProductCategory field on the existing GroupCensusMemberPlan object.
- Associate a quote line item with a census member plan
- Use the new QuoteLineItem field on the existing GroupCensusMemberPlan object.
- Store the expected standard fee for a census member plan
- Use the new StandardFeeAmount field on the existing GroupCensusMemberPlan object.
- Store the expected standard premium for a census member plan
- Use the new StandardPremiumAmount field on the existing GroupCensusMemberPlan object.
- Store the expected standard tax for a census member plan
- Use the new StandardTaxAmount field on the existing GroupCensusMemberPlan object.
- Specify how a benefit is offered to group members on a contract group plan
- Use the new PlanAllocationType field on the existing ContractGroupPlan object.
- Specify how a benefit is offered to group members on a contract group plan group class
- Use the new PlanAllocationType field on the existing ContractGroupPlanGroupClass object.
- Specify how a benefit is offered to group members on a quote line item
- Use the new PlanAllocationType field on the existing QuoteLineItem object.
- Associate a group class with an insurance policy participant
- Use the new GroupClass field on the existing InsurancePolicyParticipant object.
- Associate a group class with an insurance policy transaction detail
- Use the new GroupClass field on the existing InsPolicyTransactionDetail object.
- Associate a contract group plan with an insurance policy transaction detail
- Use the new ContractGroupPlan field on the existing InsPolicyTransactionDetail object.
- Link an insurance policy transaction to the insurance contract transaction it rolls up to
- Use the new InsuranceContractTrxn field on the existing InsurancePolicyTransaction object.
- Specify the business process that created an insurance policy transaction
- Use the new OriginatingProcess field on the existing InsurancePolicyTransaction object.
- Specify how a bulk request item is processed, either independently or as part of an aggregation
- Use the new ItemType field on the existing InsuranceAsyncBulkRequestItem object.
Claims Management
- Track an adjustment to the loss or expense reserve amount for a claim
- Use the new ClaimReserveAdjustment object.
- Cap the aggregate claim payment for loss items across claim coverages
- Use the new LossReserveAmount field on the existing Claim object.
- Cap the aggregate claim payment for expense items across claim coverages
- Use the new ExpenseReserveAmount field on the existing Claim object.
- Identify the user who submitted a claim coverage payment detail for payment
- Use the new PaymentInitiatedBy field on the existing ClaimCoveragePaymentDetail object.
Product Rating
- Capture the relationships between an insurance product and its related products for rating and configuration
- Use the new ProductRelationshipGraph object.
- Specify the rule engine used to evaluate a product surcharge
- Use the new RuleEngineType field on the existing ProductSurcharge object.
- Specify the constraint model used to evaluate surcharge rules
- Use the new ConstraintModelDeveloperName field on the existing InsurancePolicySurcharge object.
- Specify the constraint model used to evaluate surcharge rules for a tax
- Use the new ConstraintModelDeveloperName field on the existing QuoteItemTaxItem object.
- Specify the constraint model used to evaluate surcharge rules for a fee
- Use the new ConstraintModelDeveloperName field on the existing QuoteLinePriceAdjustment object.