Oceanwide Bridge User Guide - Product Designhelpdocs.oceanwide.com/ow_files/bridge_docs/_UAT/help/Brid… · Web view154 ReferenceOceanwide Bridge User Guide - Product Design

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Version 2.4.1 Bridge User Guide User Guide - Product Design

Oceanwide Bridge

User Guide - Product Design

Version 2.4.1

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Table of Contents

TABLE OF CONTENTS.........................................................................................I

INTRODUCTION...................................................................................................1

Guide...........................................................................................................................1

PRODUCTS..........................................................................................................2Creating a New Product.....................................................................................................2Viewing and Modifying a Product.......................................................................................3Deactivating a Product.......................................................................................................5

PREMIUM TYPES.................................................................................................7Creating a New Premium Type..........................................................................................7Viewing and Modifying a Premium Type............................................................................8Deactivating a Premium Type..........................................................................................10

LOOKUP TABLES..............................................................................................12Preparing the Lookup File................................................................................................12Uploading Lookup Tables................................................................................................13Viewing and Modifying Lookup Tables and Versions.......................................................16Deactivating a Lookup Table............................................................................................17Deleting a Lookup Table Version.....................................................................................18

OPTION LISTS....................................................................................................20Creating a New Option List..............................................................................................20Viewing and Modifying an Option List..............................................................................24Deactivating an Option List..............................................................................................26

WORKFLOW CONFIGURATIONS.....................................................................28

Managing Fields.......................................................................................................29Creating a New Field........................................................................................................29Setting Default Values for Rich Text Fields......................................................................40Viewing and Modifying a Field..........................................................................................41Copying a Field................................................................................................................42


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Deactivating a Field..........................................................................................................44

Managing Panels......................................................................................................46Creating a New Panel......................................................................................................46Viewing and Modifying a Panel........................................................................................63Deactivating a Panel........................................................................................................63

Managing Screens...................................................................................................65Creating a New Screen....................................................................................................65Viewing and Modifying a Screen......................................................................................69Deactivating a Screen......................................................................................................70

Integration Configurations......................................................................................72Creating a New Integration Configuration........................................................................72Viewing and Modifying a Configuration............................................................................80Deactivating a Configuration............................................................................................81

Managing Workflows...............................................................................................83Creating a New Workflow.................................................................................................83Viewing and Modifying a Workflow...................................................................................91Publishing a Workflow......................................................................................................93Deactivating a Workflow...................................................................................................94Workflow Report...............................................................................................................95

ADDITIONAL RESOURCES...............................................................................97

Managing Clauses....................................................................................................97Creating a New Clause....................................................................................................97Viewing and Modifying a Clause......................................................................................99Deactivating a Clause....................................................................................................101

Managing Triggers.................................................................................................103Creating a New Trigger..................................................................................................103Viewing and Modifying a Trigger....................................................................................107Deactivating a Trigger....................................................................................................109

Managing Email Templates...................................................................................111Creating a New Email Template.....................................................................................111Viewing and Modifying an Email Template....................................................................112Deactivating an Email Template.....................................................................................114

Managing Document Templates for Policies......................................................116Uploading a New Document Template...........................................................................116Viewing and Modifying a Document Template...............................................................117


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Deactivating a Document Template...............................................................................119

Managing Document Templates for Billing and Claims.....................................121Uploading a New Document Template...........................................................................121Viewing and Modifying a Document Template...............................................................123Deactivating a Document Template...............................................................................124

EXPORT / IMPORT...........................................................................................125Exporting Products.........................................................................................................125Importing Products.........................................................................................................128Exporting Lookup Tables...............................................................................................131Importing Lookup Tables................................................................................................132Download Word Ribbon.................................................................................................133

MASTER COVERS...........................................................................................135

CROSS-POLICY DATA CONFIGURATIONS...................................................136Creating a New Cross-Policy Data Configuration...........................................................136Viewing and Modifying a Cross-Policy Data Configuration............................................139

REFERENCE....................................................................................................141

Appendix A - E-mail Syntax..................................................................................141Workflow and System Placeholders...............................................................................141Tables............................................................................................................................ 141Triggers.......................................................................................................................... 142

Appendix B - Advanced Trigger Design..............................................................144Mixing And and Or.........................................................................................................144

INDEX................................................................................................................146


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Introduction

Welcome to the Bridge insurance access portal. The system provides a full workflow, from the administration of products and coverage, to the submission and management of individual policies.

Access to all features, options, and data are controlled by the settings in your user account. This guide is for users with product management rights, covering the creation and management of products, workflows, and resources to be used throughout the system.

This guide assumes the user is familiar with the general functions of the system. For instructions on logging in and using common features throughout the system, see the User Guide - Introduction document.

Guide

Click a link to jump to the appropriate section.

Products Creating products in the system, used to group and categorize submissions.

Premium Types Creating premium types in the system, used to group related premium calculations.

Option Lists Creating lists of options for use throughout the system.

Workflow Configurations Creating fields, panels, screens, and workflows for entering submissions.

Additional Resources Creating other resources used in the setup of master covers.

Export / Import Downloading the Word Ribbon for use in creating document templates.


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Products

A Product is used to set options for all master covers assigned to that product. It is also used to group master covers for reporting purposes.

Creating a New Product

1. In the main menu, select Product Design, then select Products. A list of all available products is displayed.

Tip: By default, only Active products are displayed. Clear the filter in the Status column to view all products.

2. Click Create. The Product Management page opens.

3. Complete the necessary information. Fields marked with a red asterisk * are required.


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Name Enter the name of the product. This is the internal name, used to select this product when creating or editing a master cover.

Code This is an internal reference name generated by the system when the product is saved.

Description Enter a description of the product.

Primary Premium Select a Premium Type to be used as the primary premium for use in reports. For information on creating premium types, click here.

Product Group Select a Product Group. The available options are defined by an internal list, and can be used for reporting purposes.

Line of Business Select a Line of Business from the list of industry presets.

4. Click Add to save the product but remain on the page, click Add & Close to save the product and return to the product list, or click Close to return to the product list without saving the product.

Viewing and Modifying a Product


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2. Click a link in the Name column to view the product details. If there are a large number of available products, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate product.

3. See the section on Creating a New Product for a detailed description of the fields. All fields may be edited, if necessary.

Active Marks the product as active and available for use. If unchecked, the product remains linked to any existing master covers, but cannot be used for new master covers.

Created By Identifies the date and time the product was created, and the user who created it.


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Last Modified By Identifies the last date and time the product was changed, and the user who made the changes.

4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the product list, or click Close to return to the product list without saving any changes.

Deactivating a Product

Once created, a product cannot be deleted. It can be deactivated, which leaves it linked to any existing master covers, but prevents it from being used for new master covers.



2. Locate the product or products to be deactivated. If there are a large number of available products, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate products.

3. Check the boxes for all products to be deactivated.


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4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected products are deactivated. If the product list is still defaulted to only show active products, they disappear from the list.

Tip: Individual products can also be deactivated or reactivated directly through the product record. See the section on Viewing and Modifying a Product for details.


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Premium Types

Multiple premium types can be defined to separate charges and premiums into as few or as many categories as you like.

Every rate and charge defined in the master cover is assigned to a premium type, enabling detailed tracking, reporting, and invoicing.

Creating a New Premium Type

1. In the main menu, select Product Design, then select Premium Types. A list of all available premium types is displayed.

Tip: By default, only Active premium types are displayed. Clear the filter in the Status column to view all premium types.

2. Click Create. The Premium Type Management page opens.



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Name Enter the name of the premium type. This name is what appears in the submission form and billing screens, as well as being used to select this premium type during setup.

Code This is an internal reference name generated by the system when the premium type is saved.

Description Enter a description of this premium type.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the premium type available to all lines.

Product Select an available product, or select All to make the premium type available to all products.

4. Click Add to save the premium type but remain on the page, click Add & Close to save the premium type and return to the premium type list, or click Close to return to the premium type list without saving the premium type.

Viewing and Modifying a Premium Type



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2. Click a link in the Name column to view the premium type details. If there are a large number of available premium types, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate premium type.

3. See the section on Creating a New Premium Type for a detailed description of the fields. All fields may be edited, if necessary.

Active Marks the premium type as active and available for use. If unchecked, the premium type remains linked to any master covers, but cannot be used for new master covers.

Created By Identifies the date and time the premium type was created, and the user who created it.


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Last Modified By Identifies the last date and time the premium type was changed, and the user who made the changes.

4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the premium type list, or click Close to return to the premium type list without saving any changes.

Deactivating a Premium Type

Once created, a premium type cannot be deleted. It can be deactivated, which leaves it linked to any existing products, but prevents it from being used for new products.



2. Locate the premium type or types to be deactivated. If there are a large number of available premium types, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate premium types.

3. Check the boxes for all premium types to be deactivated.


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4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected premium types are deactivated. If the premium type list is still defaulted to only show active premium types, they disappear from the list.

Tip: Individual premium types can also be deactivated or reactivated directly through the premium type record. See the section on Viewing and Modifying a Premium Type for details.


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Lookup Tables

Lookup tables are custom Excel files containing a list of values and all of the conditions required for each value. Once a table has been uploaded to the system, the $Lookup() function can be used in a calculated field to gather the conditions from the submission form and find the appropriate value from the table.

For details about the $Lookup() function, please see the Full Function List section in the User Guide - Calculated Fields document.

Preparing the Lookup File

1. Create a new Excel file or modify an existing file that has all of the table information.

The first row must be the header, with column names for the value and each condition. Note that the word "column" must not be used in the header name. The system supports up to 10 conditions, for a total of 11 columns (last column is K).

The first column must be the value, and cannot contain opening or closing brackets ( ) or the dollar sign $.

The remaining columns contain the conditions in the order they are used in the $Lookup() function. The maximum length for any value or condition is 80 characters, and cannot contain opening or closing brackets ( ), the dollar sign $, single or double quotes ' ", returns \r, new lines \n, or commas ,.


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The system supports up to 65,536 rows, including the header.

2. Once the table is complete, save the file as Excel 97-2003 Workbook (*.xls). Files of type .xlsx are not supported. Any valid file name can be used.

Notes: When uploading the Excel file, the system stores the data as it appears in the sheet. If any formatting has been applied that alters the appearance of the data, such as date or number formatting, the lookup conditions must match that formatting, and the reply value should be expected in the formatted style.

For this reason, numerical values should not be formatted with thousands dividers, and only periods should be used for the decimal separator.

For best results, format all cells as Text. This ensures that all data is stored exactly as it is expected.

Uploading Lookup Tables

1. In the main menu, select Product Design, then select Lookup Tables. A list of all available tables is displayed.

2. Click Create. The Lookup Table Management page opens.


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Name Enter the name of the table. This is the internal name, used to identify the table in the lookup tables list.

Code Enter a unique code for the table. This code is used in the $Lookup() function to identify the table.

Description Enter a description of the table.

4. Click Add to save the lookup table but remain on the page, click Add & Close to save the lookup table and return to the table list, or click Close to return to the table list without saving the lookup table.

Once the lookup table is saved, the Versions and Status panels become available.

Each lookup table can have multiple versions, effective within a specific period. When a lookup is performed, the Effective Date of the transaction determines which table version is used. If more than one table is in effect for the date, the most recently created version is used.


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Active Marks the table as active and available for use. If unchecked, any lookups on this table will return no results.

Created By Identifies the date and time the lookup table was created, and the user who created it.

Last Modified By Identifies the last date and time the lookup table was changed, and the user who made the changes.

5. Click Add Version. The New Lookup Table Version window opens.


Description Enter a description for this version of the table.

Effective Date Enter the date that this table version comes into effect, or select the date from the calendar lookup.

Valid Until Date Enter the date of the last day this table version is in effect, or select the date from the calendar lookup. If no date is provided, the table is valid indefinitely.


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Select File Click the Browse button to open a standard file browser window. Locate and select the appropriate file, and the file name and path appear in the field. This field and the Browse button are not shown when viewing a saved table version.

7. Click Save & New to save the table version and clear the form to add a new version, click Save & Close to save the table version and close the window, or click Close to close the window without saving the table version.

Once the table version is saved, the Status panel becomes available at the bottom of the window.

Created By Identifies the date and time the table version was created, and the user who created it.

Last Modified By Identifies the last date and time the table version was changed, and the user who made the changes.

8. To add additional table versions, repeat steps 5 to 7.

Tip: The table version should contain the same number of conditions as used in the $Lookup() function. If the function includes more conditions than exist in the table, the function does not return any value. If the table includes more conditions than are used in the function, the function returns the first value that matches the conditions. If it is necessary to change the number of conditions used in a lookup, while maintaining compatibility with previous versions, there are some options.

If conditions are being added, the older table versions can be modified to include the new condition columns with values that are always included, and then be added in place of the original tables. If conditions are being removed, the new version can include the extra condition columns.

The $If() function can be used to adjust the $Lookup() conditions to find the correct table version, or even a different lookup table entirely.

9. Click Save to save the lookup table but remain on the page, click Save & Close to save the lookup table and return to the table list, or click Close to return to the table list without saving the lookup table.

Viewing and Modifying Lookup Tables and Versions


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2. Click a link in the Name column to view the table details. If there are a large number of available tables, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate table.

3. See the section on Uploading Lookup Tables for a detailed description of the fields. Some options can be edited, and others are grayed out and cannot be changed.

4. In the Versions table, click a Download link to open or save a copy of that table file. Click a link in the Effective Date column to view the version details.

Tip: The file attached to a version record cannot be changed. To replace an existing file, delete the original table version and attach the new version with the same settings.

5. When viewing a Lookup Table Version window, click Save to save any changes and keep the window open, click Save & Close to save and close the window, or click Close to close the window without saving any changes.

6. When viewing the Lookup Table Management page, click Save to save any changes and remain on the page, click Save & Close to save and return to the table list, or click Close to return to the table list without saving any changes.

Deactivating a Lookup Table

Once created, a lookup table cannot be deleted. It can be deactivated, which prevents it from being used for new lookups. Individual table versions can be deleted.


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2. Locate the table or tables to be deactivated. If there are a large number of available tables, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate tables.

3. Check the boxes for all tables to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected tables are deactivated. If the list is still defaulted to only show active tables, they disappear from the list.

Tip: Individual lookup tables can also be deactivated or reactivated directly through the table record. See the section on Viewing and Modifying Lookup Tables and Versions for details.

Deleting a Lookup Table Version

While a lookup table cannot be deleted, individual table versions can be.



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2. Click a link in the Name column to view the table details. If there are a large number of available tables, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate table.

3. In the Versions list, click a link in the Effective Date column to view the version details.

4. Click Delete, then confirm the deletion when prompted to do so. The version is deleted and the window is closed.


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Option Lists

Certain types of field on the submission form provide multiple options. An option list is created and can then be selected during the creation of the field. Other option lists are used to define available choices within the system, and can be attached to master covers.

Creating a New Option List

1. In the main menu, select Product Design, then select Option Lists. A table of all available option lists is displayed.

Tip: By default, only Active lists are displayed. Clear the filter in the Status column to view all lists.

2. Click Create. The Option List Management page opens.



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Name Enter the name of the list. This is the internal name, used to select this list when assigning it to a field. This name does not appear on the form itself.

Description Enter a description of the list.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the list available to all lines.

System Library This option is currently inactive.

Correlated Correlated fields cause the selection of any option in the parent field to define the available options in the child field.Check the Correlated checkbox if this field is used as the parent or child.This option is only available for certain types of list. Select the appropriate options in the Data Source Properties panel (below) before defining a correlation.

Parent Field If this field is to be a child field in a correlated pairing, select the parent field from this list.


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Type Select the source of the list information.

Static All items in the list need to be added in the Option List Items grid below.

Existing Resource

The list is selected from an internal data table, and can be customized in the Option List Items section below.

Resource Type Select the specific type of data to be included in the list.

Custom Available when Static is selected as the Type. This option should be selected for general-use lists. Lists of this type can be correlated.

Attachment Type Available when Static is selected as the Type. When attached to a master cover, this list defines the choices available for attachment types under that master cover.

Note Type Available when Static is selected as the Type. When attached to a master cover, this list defines the choices available for note types under that master cover.

Limit Type Available when Static is selected as the Type. When attached to a master cover, this list defines the choices available for limit types under that master cover.

Deductible Type Available when Static is selected as the Type. When attached to a master cover, this list defines the choices available for deductible types under that master cover.

Lost Quote Reason

Available when Static is selected as the Type. When attached to a master cover, this list defines the choices available when marking a quote as Lost.

Reinstatement Reason

Available when Static is selected as the Type. When attached to a master cover, this list defines the choices available when reinstating a cancelled policy.

Country Available when Existing Resource is selected as the Type. This populates the list with all countries registered in the system. The final list can be customized in the Option List Items section.

State Available when Existing Resource is selected as the Type. This populates the list with all states


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and provinces registered in the system. The final list can be customized in the Option List Items section. Lists of this type can be correlated.

Currency Available when Existing Resource is selected as the Type. This populates the list with all currencies registered in the system. The final list can be customized in the Option List Items section. Lists of this type can be correlated.

This version of the Option List Items section is used when Static is selected as the field Type. Each item to be included in the list must be entered individually.

a) Click in the field marked Please click here to add new row.

b) Enter the Label of the list item. This is the text that appears in the list in the submission form.

c) Enter a Code for the list item. This can be used to identify the list item for filters and conditions. If no code is provided, it will be generated by the system when the option list is saved.

d) Enter a Sequence number. This determines the item's position in the list, with lower numbers appearing first.

Tip: It is advisable to leave gaps between the sequence numbers, such as 5, 10, 15. This allows new items to be added to the list at a later date, inserted between existing items. Otherwise, the sequence numbers of existing items must be changed to allow for the new addition.

e) If the list is correlated, the Parent Option column is included. For each item in the list, select an associated option from the chosen Parent Field.


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f) Press the Tab key from the Sequence field or click outside the table to add the item to the list. The item is highlighted in yellow to indicate that it has not been accepted yet.

g) Repeat the previous steps to add additional list items.

h) Once all items have been added, right-click inside the table and select Accept All Changes. This saves the current table.

This version of the Option List Items section is used when Existing Resource is selected as the field Type.

Depending on the chosen Resource Type, one or more items may be available in the list. Select which items are Included or Excluded.

4. Click Add to save the option list but remain on the page, click Add & Close to save the option list and return to the option list table, or click Close to return to the option list table without saving the option list.

Viewing and Modifying an Option List



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2. Click a link in the Name column to view the list details. If there are a large number of available lists, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate list.

3. See the section on Creating a New Option List for a detailed description of the fields. Some options can be edited, and others are grayed out and cannot be changed.

To remove list items, right-click on the item in the table, and select Delete. The item is marked in red, and is removed when the list is saved.

Use caution when deleting options or changing the Code. If the option has been used within the system, deleting it or changing the code could affect calculations and other resources.


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Active Marks the option list as active and available for use. If unchecked, the list remains linked to any existing forms, but cannot be attached to new fields.

Created By Identifies the date and time the option list was created, and the user who created it.

Last Modified By Identifies the last date and time the option list was changed, and the user who made the changes.

4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the option list table, or click Close to return to the option list table without saving any changes.

Deactivating an Option List

Once created, an option list cannot be deleted. It can be deactivated, which leaves it linked to any existing forms, but prevents it from being used for new fields.



2. Locate the list or lists to be deactivated. If there are a large number of available lists, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate lists.

3. Check the boxes for all lists to be deactivated.


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4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected lists are deactivated. If the table is still defaulted to only show active lists, they disappear from the table.

Tip: Individual option lists can also be deactivated or reactivated directly through the list record. See the section on Viewing and Modifying an Option List for details.


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Workflow Configurations

The Bridge system allows the submission and claims processes to be completely built and customized to the exact needs of the licensee. Different products can have similar workflows, with just a few minor differences, or follow entirely unique paths, all within the same system.

A workflow is built in stages. Fields are created and grouped into panels, panels are assembled into screens, and screens are assigned to workflows. Workflows are divided into steps, with one or more screens per step.

When a new workflow is created, or when changes are made to an existing workflow, it must then be Published to make the workflow or changes available for use. This allows extensive changes to be made to a workflow without interrupting live users, then applying all changes in one action.

Managing Fields Creating individual fields to be included in the workflow.

Managing Panels Defining panels to group one or more related fields.

Managing Screens Defining screens to assemble various panels in a workflow.

Managing Integration Configurations

Configuring integration options for the sharing of data between systems.

Managing Workflows Assembling screens into steps, forming the final workflow.


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Managing Fields

Individual fields are one of the most basic components of the workflow, each one capturing an element of the submission or claim information.

Creating a New Field

1. In the main menu, select Product Design, then select Workflow Configurations, then Fields. A list of all available fields is displayed.

Some columns have been hidden.

Tip: By default, only Active fields are displayed. Clear the filter in the Status column to view all fields.

2. Click Create. The Field Management page opens.



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Name Enter the name of the field. This is the internal name, used to select this field when connecting it to other elements of the form. This name does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the field is saved.

External Code This field is used for integration between Bridge and external systems. For integration with the Genoa system, this code should match the Client Code field in the related custom field (EDF) in Genoa.The code should not include spaces. Any spaces are removed when the field is saved.In addition, special characters other than underscore ( _ ) should be avoided.

Control Type Select the type of field.


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Checkbox A single checkbox, that can be checked or unchecked.

Checkbox Group A group of two or more checkboxes, arranged horizontally, where each one can be checked or unchecked.

Combo Box An advanced dropdown list, displaying multiple columns of data from a pre-defined data source. This list is searchable by entering characters, and the selected option can populate multiple fields on the screen, as defined in the data source.

Date Picker A field where the date can be entered manually, or selected from a calendar lookup.

Drop Down A simple drop down list, displaying selections from an Option List.

Include Exclude List

Creates two fields with controls to move items between the Include and Exclude sides.


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Label This option displays the text entered in the Default field, and cannot be changed by the user. This can be used to insert additional information into the form. Text must be entered in the Default field, and wraps around according to the selected Size.

Multi Select A list of checkboxes, arranged vertically, allowing one or more items to be checked.

Radio Buttons A group of two or more options, where only one can be selected.

Note: The vertical or horizontal orientation can be selected with the Layout option further down in the panel.

Rich Text A large text-entry field with formatting tools to display and produce rich text content. Formatting in these fields is maintained when the data is pulled into generated documents.


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Text Area A multi-line box used for blocks of simple text.

Textbox A single-line field for simple text.

Textbox (Decimal) Used for numerical values that may include decimals. If a Rounding Precision (see below) is not specified, the field defaults to two decimal points.

Textbox (Email) A single-line field for one or more email addresses. Multiple addresses should be separated by commas. The system validates that all addresses are properly formatted.

Textbox (Integer) Used for numerical values, but only accepts whole numbers.

Option Lists For control types that include multiple options, select the list of options to be available. The option list should be created first. See the Option Lists section for details.

Size Select the size of the field. This can be applied to the Label, Text Area, Text Box, Textbox (Decimal), Textbox (Email), and Textbox (Integer) control types.


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Note: Small size is not supported for Text Area and Textbox (Email), and Large size is not supported for Textbox (Decimal) and Textbox (Integer).

Small The field is 124 pixels wide, including any scrollbars.

Medium The field is 274 pixels wide, including any scrollbars.

Large The field is 399 pixels wide, including any scrollbars.

Page Width This option is currently inactive.

Height For multi-line fields, this selects the height of the box. This can be applied to the Include Exclude List, Rich Text, and Text Area control types, and the exact height varies for each.

Short For Include Exclude List fields, the height is 135 pixels, including the scrollbars and labels.For Rich Text fields, the height is 288 pixels, including the header and tool box.For Text Area fields (displayed below), the height is 56 pixels.

Medium For Include Exclude List fields, the height is 255 pixels, including the scrollbars and labels.For Rich Text fields, the height is 538 pixels, including the header and tool box.For Text Area fields (displayed below), the height is 147 pixels.

Tall For Include Exclude List fields, the height is 495 pixels, including the scrollbars and labels.For Rich Text fields, the height is 838 pixels, including the header and tool box.


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For Text Area fields (displayed below), the height is 277 pixels.

Layout Available when the Radio Buttons option is selected for the Control Type. This selects if the options are displayed in a Horizontal or Vertical arrangement. The horizontal arrangement conserves space in the form, while the vertical arrangement allows for longer descriptions.

Fixed Height whenRead-Only

Available when the Rich Text option is selected for the Control Type. This controls how the field is displayed when in read-only mode (either as a default setting or due to a field override rule).When checked, the field always displays at the height selected above. A scrollbar becomes available if the content exceeds the size of the field.When unchecked, the field height shrinks or expands to match the content of the field.

Hide Thousands Separator

Available when the Textbox (Integer) option is selected for the Control Type. This prevents the thousands separator from being shown in the displayed value, while maintaining the validation to ensure the value does not contain decimals or other characters. This is useful for displaying serial numbers or the year.

Data Source This field is available when Combo Box is selected as the Control Type. Select the data


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source containing the necessary configuration.

Minimum Filter Length This field is available when Combo Box is selected as the Control Type. A combo box can be searched by entering one or more characters to filter the content. This option defines the minimum number of characters to be entered before the filtered results are displayed. If the minimum length is zero, all content is available immediately.The user can always enter more than the minimum number of characters to further refine the search.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the field available to all lines.


Correlated Correlated fields cause the selection of any option in the parent field to define the available options in the child field.Check the Correlated checkbox if this field is to be used as a parent or child.

Parent Field If this field is to be a child field in a correlated pairing, select the parent field from this list.

ACORD Field This feature is currently not in use.

Label Text Enter the label to appear next to the field in the workflow.


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Help Text Enter the help text to be shown when the user points to the Help icon next to the field. If no help text is provided, the Help icon is not shown.

Tip: Once the field has been saved, the Label Text and Help Text become available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.


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Required If checked, the user must complete the field before they can save the screen. Rules can be defined to override this behavior based on user type or certain circumstances.

Read-Only If checked, the field displays its current or default value, and cannot be changed. Rules can be defined to override this behavior based on user type or certain circumstances.

Hidden If checked, the field is not displayed on the submission form. Rules can be defined to override this behavior based on user type or certain circumstances.

Rate Driver If checked, the field can be selected when setting up rates calculations. This option is only available for numeric fields.

Available for Triggers If checked, the field can be selected when setting up a trigger.

Available for Reports If checked, this field is available for use in reports (such as Cognos).

Calculated If checked, the value of the field is calculated from other fields instead of taking user input directly.

Calculated Field Formula If Calculated has been checked, the formula should be entered in this field. Please see the Building Formulas section in the User Guide - Calculated Fields document for detailed instructions on preparing formulas.

Default If the field should contain a default value, enter it here.

When viewing settings for a Rich Text Field type, the Default box appears at the bottom of the panel instead and has additional functionality. Please see the Setting Default Values for Rich Text Fields section.

When providing a default value for a Date Picker field, the date must be in the full system format "2014-10-28T18:16:12.3313239-04:00".

Maximum Length This value defines the maximum number of characters that can be entered in the field. When a user is entering information, the cursor stops at the set number of characters. If pasting information into the field, only the set number of characters are pasted. This option only functions for TextBox and Textbox (Email) control types.

Rounding Precision This value defines the number of decimal spaces permitted in the field. If a user attempts to enter a value with too many decimal spaces, an error message asks that they correct the value.

Scale This option is currently inactive.

Bind To This option allows the field to be mapped to a core field in the system. This field will display


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the current value of the core field, and any changes to this field will be saved to the core field.

See Appendix D - Full Placeholders List for Claims Information in the User Guide - Calculated Fields document for a list of system fields. Only fields with a Core Field Code are available for this option. Enter the Core Field Code here.

Initial Value On... Select whether the contents of this field will be copied when creating a new transaction through Copy, Endorsement, Adjustment, Declaration, Renewal, Cancellation, or Reinstatement.

Source Transaction Copies the value of this field form the source transaction.

Default Instead of copying the value, this field resets to the Default value, or resets to blank if no Default value is defined.

Field Copies the value from a selected field in the source transaction. On selecting this option, the Select Field drop-down appears, listing active fields of the same type and same line of business (or all lines of business). Select the field to copy the value from. In the case of a calculated field, this will copy the calculated value, and not the formula itself.

4. Click Add to save the field but remain on the page, click Add & Close to save the field and return to the fields list, or click Close to return to the fields list without saving the field.


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Setting Default Values for Rich Text Fields

When viewing the configuration for Rich Text Field types, the Default box has additional functionality.

All text can be formatted using the options in the toolbar.

Existing clauses can be inserted from the clause library.

1. Click Import Content. The Import Content page opens.

2. Select a clause from the Clause Library field. Click on the View link to preview the selected clause.

3. Click Import to return to the Field Management page and insert the clause at the end of the current default text, or click Close to return to the Field Management page without adding the clause.


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4. Click Save once the default text is complete.

Viewing and Modifying a Field




2. Click a link in the Name column to view the field details. If there are a large number of available fields, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate field.

3. See the section on Creating a New Field for a detailed description of the fields. All fields may be edited, if necessary, except for the System Reference name. The Status panel is included once the field has been saved.


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Active Marks the field as active and available for use. If unchecked, the field remains linked to any existing forms, but cannot be used for new forms.

Created By Identifies the date and time the field was created, and the user who created it.

Last Modified By Identifies the last date and time the field was changed, and the user who made the changes.

4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the fields list, or click Close to return to the fields list without saving any changes.

Copying a Field

To save time when creating groups of similar fields, an existing field can be copied under a new name.



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2. Click a link in the Name column to view the field details. If there are a large number of available fields, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate field.

3. Click the Copy button. The Copy Management page opens.

4. Enter the Name of the new field.

5. Click Next to save the field and proceed to the Field management page for the new field, or click Cancel to return to the original field without saving the copy.

6. The new field is available in the fields list, and can be edited as needed.

Notes: The Correlated and Parent Field settings cannot be copied due to the unique connections between the field and the parent. When copying a correlated field, a new correlation must be created manually.


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An Inactive field can be copied, with the copy being Active by default.

Deactivating a Field

Once created, a field cannot be deleted. It can be deactivated, which leaves it linked to any existing forms, but prevents it from being used for new forms.




2. Locate the field or fields to be deactivated. If there are a large number of available fields, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate fields.

3. Check the boxes for all fields to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected fields are deactivated. If the fields list is still defaulted to only show active fields, they disappear from the list.


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Tip: Individual fields can also be deactivated or reactivated directly through the field record. See the section on Viewing and Modifying a Field for details.


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Managing Panels

Panels are used to collect multiple fields, usually related, into a group for use in the workflow.

Panels are also used to define specific behaviors depending on a variety of factors such as the status of the submission or policy, the type of business, or the security settings of the user viewing the submission or policy. Individual behavior settings can also be applied to each of the fields attached to the panel, overriding the default settings of the fields when the conditions are met.

Panels can be manually collapsed and expanded using the and icons or by clicking in an empty area of the panel header, and they can be set to appear in collapsed form by default.

Creating a New Panel

1. In the main menu, select Product Design, then select Workflow Configurations, then Panels. A list of all available panels is displayed.


Tip: By default, only Active panels are displayed. Clear the filter in the Status column to view all panels.

2. Click Create. The Panel Management page opens.


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Name Enter the name of the Panel. This is the internal name, used to select this panel when connecting it to other elements of the form. This name does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the panel is saved.

External Code This field is used for integration between Bridge and external systems.The code should not include spaces. Any spaces are removed when the field is saved.In addition, special characters other than underscore ( _ ) should be avoided. For View Grids, the code is inherited from the master grid and cannot be changed.

Label Text Enter the label to be shown at the top of the panel. When the panel is collapsed, this label is the only part that shows, so the label should be descriptive enough for users to locate the fields they need.

Help Text Enter the help text to be shown when the user clicks on the Help icon in the panel header.

Tip: If the Label Text and Help Text fields are both blank, the panel header will be hidden. This can be used to arrange panels so that they appear to be a single panel, while each panel maintains distinct display and override rules.


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Hiding the header removes the control to collapse or expand the panel. For this reason, any settings or overrides to collapse the panel will not be applied if the header is hidden.

Once the panel has been saved, the Label Text and Help Text become available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the panel available to all lines. For View Grids, the line of business is inherited from the master grid and cannot be changed.

Control Type Select the format of the panel. For View Grids, the control type is inherited from the master grid and cannot be changed.

Grid The fields are aligned in a standard grid, with all common grid functions. An Add button opens a details page, allowing the user to add multiple rows of data. Clicking an entry in the grid opens the details page for that entry.

Form The fields are arranged in a standard page format, in order from the top down.

Premium Grid Like a standard grid, the user can add rows of data. However, two extra columns are added to calculate the Transaction Premium and Term Premium for each row. If a premium grid has another premium grid as a child (see below), another two columns are added for the Transaction Premium Rollup and Term Premium Rollup, summing the calculated value for each row and all child values (through multiple layers of child grids) associated with that row.

Note: A normal user can add entries to a Premium Grid, but only users with the ability to delete premium values can delete an entry. This restriction does not apply to the normal grid.

Layout Select how the labels and fields will be positioned. For Grids and Premium Grids, the setting will apply to the detail window.

Horizontal The labels will appear to the left of the field. This is the most common setting for fields with short labels.

Vertical The labels will appear above the fields. This is useful for fields with very long labels, such as a


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detailed question.

Column Layout Select how the fields will be arranged. For Grids and Premium Grids, the setting will apply to the detail window.

Single The panel will have a single column of fields. This provides the greatest amount of space for wide fields and specific field control types.

Double The panel will have two columns of fields. This is useful for panels with many short fields.

Note: There are some field restrictions when using Double columns.

For Combo Box, Textbox, Textbox (Decimal), Textbox (Email), and Textbox (Integer) fields, if the Size is set to anything greater than Small, the field will be resized to fit the column.

For Drop Down fields, if the Size is set to anything greater than Small, the field will be changed to Small when publishing the workflow.

Include Exclude List and Rich Text field types are too large and cannot be resized, so they cannot be included in a double-column layout.

Text Area fields can be included, but only if Vertical is selected as the Layout Type. The Horizontal layout is too wide.



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The Grid Settings panel is available when Grid or Premium Grid are selected as the Control Type.

Parent Grid This option is not available for View Grids or grids that have associated View Grids.

Select a parent grid, if applicable. In the workflow, one instance of the child grid is created for each row in the parent grid, ready to receive data directly related to that row. When a row is selected in the parent grid, any child grids will appear directly below the parent. The child grids display the data associated to the selected row in the parent, and will refresh as different rows are selected in the parent.

The parent grid can have multiple child grids, all of which will appear below the parent, but a child grid can only have one parent. However, a child grid can have its own child grids, cascading down through the workflow screen.

All child grids must be included in the same screen configuration as their parents, although the sequence will have no effect as the child always appears below the parent.

Tip: When entering labels for child grids, it is recommended to choose labels that clearly define the relation to other grids within the hierarchy.There are different methods to achieve this:

Adding the parent name first, such as "Parent - Child". Creating a numbered hierarchy, such as "Table 1.1", "Table 1.2", "Table 2.1", etc.

Add leading characters to "indent" the label, such as "...Child". Note that leading spaces will be removed.

Master Grid Code This field provides a link to the master grid. This field is only visible for View Grids, which display a subset of the fields from the master grid. See the description for the View Grids panel below.


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Evaluate Calculated Fields For New Rows

This option is not available for View Grids.

When checked, each time a new row is added to the grid, all calculated fields in the workflow are evaluated on opening the detail window, and again on saving the new row.

When unchecked, calculated fields are only evaluated on saving the new row.

Enable Data Import With this option checked, users with the necessary right can import a spreadsheet to quickly populate the grid with a significant amount of data, or update existing data.

Grid Height As rows are added to a grid, it expands and takes up more space on the screen. When it reaches the maximum height, it adds pages which can be navigated using the page controls in the bottom-right of the grid.

The options are Small (10 rows), Medium (25 rows), and Large (50 rows).Enable Filtering This option enables the filter row in the grid, giving users greater control in finding and

organizing data.

The Policy Settings panel is available when Grid or Premium Grid are selected as the Control Type, except for View Grids. This controls whether or not data in the grid is copied in to the new transaction when creating an endorsement, adjustment, declaration, renewal, cancellation, or reinstatement.

Copy Row on Endorsement Select a trigger to control copying when creating an endorsement transaction.

Copy Row on Adjustment Select a trigger to control copying when creating an adjustment transaction.

Copy Row on Declaration Select a trigger to control copying when creating a declaration transaction.

Copy Row on Renewal Select a trigger to control copying when creating a renewal transaction.


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Copy Row on Cancellation Select a trigger to control copying when creating a cancellation transaction.

Copy Row on Reinstatement

Select a trigger to control copying when creating a reinstatement transaction.

The trigger is evaluated for each row in the grid. If the trigger evaluates as true, the row is copied into the new transaction, if false, the row is not copied. If no trigger is defined, all rows are copied for that transaction type.

Note: If a row is copied, each field is copied according to the individual copy settings, either copying the content or resetting the field back to its default value. If a row is not copied, the individual copy settings for each field are ignored.

4. Click Add to save the panel. Additional sections are added to complete the configuration.

5. Select the fields to be included in the panel. The Fields grid displays all currently attached fields, and their settings.

Click Add Fields. The Add Fields window opens.


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a) The Available Fields panel lists all fields that are available for use in the panel. The columns can be sorted and filtered to locate the necessary fields, then click Add for each one in the order they should appear in the panel. Each field is grayed out as it is selected.

b) Click Bulk Add to add all selected fields to the Included Fields list.

As each field is added, default sequence numbers are assigned in increments of ten and the configuration is saved. The sequence numbers can be changed manually later in the process.

c) When all fields have been added, click Close to close the window.

d) The Fields panel lists all fields currently included in the panel. To update details such as the sequence number and whether or not the field will be displayed in grids (for Grid and Premium Grid panels), click a link in the Name column. The Edit Field window opens.

Name Displays the name of the selected field.

Sequence The assigned sequence number can be changed.

Tip: It is advisable to leave gaps between the sequence numbers, such as 5, 10, 15. This allows new fields to be added to the list at a later date, inserted between existing fields. Otherwise, the sequence numbers of existing fields must be changed to allow for the new


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addition.

Display in Grid This checkbox is only available for Grid and Premium Grid panels. When unchecked, the field will only be shown in the details screen when adding rows. When checked, this field will be included in the grid, as well as the details screen.

e) Click Save & Close to save and close the window, or click Close to close the window without saving any changes.

f) On the Panel Management page, fields can be removed from the panel by checking the boxes for all fields to be removed, then click Delete.

6. By default, each panel is open, visible, and editable at all stages and statuses of the transaction or claim. The Panel Behavior Override is used to create rules that change the behavior based on a variety of options. The table lists all currently defined rules.

Click Add Panel Behavior. The Panel Behavior Override page opens.

a) Complete the necessary details to define the rule.


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Select how the panel should behave under the defined circumstances.

Collapsed The panel starts out collapsed when the form is displayed. The user can still expand the panel to display the fields.

Hidden The panel is not shown in the form, although it is still present for use in triggers, calculated fields, and generating documents.

Read-Only The panel can be viewed, but cannot be edited.

The Trigger option is used to assign a trigger to the rule. The rule is only applied if the trigger evaluates as true.

Notes: Use caution when creating override rules for panels that contain fields used in triggers. It can create circumstances where users trigger changes in a form that they cannot undo.

When a user makes changes in a form that trigger an override rule, it does not occur immediately. The rule is applied when any action is taken that saves the form.

If a panel is hidden by a triggered override rule, all fields in that panel retain their current value.


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Select the type of transaction where the rule applies.

New Business The original version of a submission or policy.

Endorsement A modification to a bound policy.

Adjustment An adjustment to a bound policy.

Declaration A periodical modification to a bound policy.

Renewal A renewal for an expired policy.

Cancellation A cancelled policy.

Reinstatement A policy that was reinstated after being cancelled.

Select the status of submission or policy where the rule applies.

Incomplete A submission that has not yet had a quote calculated.


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Quoted A submission that has been quoted and is ready to be bound.

Referred A submission that does not meet the requirements of the master cover and has been submitted to the insurance representatives for review.

Bound A policy that has been bound.

Declined A quote request or referral that has been declined.

Indication Provided A preliminary quote has been issued, which cannot be bound. A full quote must still be requested, possibly requiring additional information.

Underwriting Required A submission that does not meet the requirements of the master cover and must either be corrected or submitted to the insurance representatives for review.

Payment Pending A submission that is awaiting payment before being bound.

Lost A quote that has been marked as lost business.

Select the types of user where the rule applies. The user viewing the form must have one or more of the selected security roles in order for the rule to be applied.

Note: At least one option must be selected in each category. For a rule to apply to all options in a category, all options must be selected.

b) Click Add & New to save the rule and clear the form to add additional rules, click Add & Close to save the rule and return to the panel details, or click Close to return to the panel details without saving the rule.

7. When each field was created, default behavior was defined. The Field Behavior Override is used to create rules that change the behavior based on a variety of options. The table lists all currently defined rules.


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Click Add Field Behavior. The Field Behavior Override page opens.

a) Complete the necessary details to define the rule.

Select the fields where the rule applies. All required fields should be added to the panel before defining the rules. If any fields are added to the panel that should be included in an existing rule, the rule must be edited to select the new fields.

Select how the field should behave under the defined circumstances. For each option select Yes to apply the behavior, No to not apply it, or Not Applicable to indicate that this behavior should not be changed by this rule.


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Required The field must be completed before the user can save the screen.

Hidden The field is not shown in the form.

Read-Only The field can be viewed, but cannot be edited.

The Trigger option is used to assign a trigger to the rule. The rule is only applied if the trigger evaluates as true.

Notes: Use caution when creating override rules for fields that are used in triggers. It can create circumstances where users trigger changes in a form that they cannot undo.


If a field is hidden by a triggered override rule, it retains its current value.

When hiding a field included in a grid, the field is hidden when viewing the details page for an entry, but the column remains visible when viewing the grid itself.

Select the type of transaction where the rule applies.







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Indication Provided A preliminary quote has been issued, which cannot be bound. A full quote must still be requested, possibly requiring additional information.


Payment Pending A submission that is awaiting payment before being bound.



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b) Click Add & New to save the rule and clear the form to add additional rules, click Add & Close to save the rule and return to the panel details, or click Close to return to the panel details without saving the rule.

8. A standard grid is a stand-alone entity with unique fields, and can only be used once in any workflow. View Grids can be defined to share the data stored in the master grid. Each View Grid can contain all fields from the master grid, or a subset of those fields. All rules for displaying fields and data, including overrides, are inherited from the master. Any changes to data within a View Grid will update the master grid.

Notes: Grids configured as parent or child cannot be used as a master or view grid. The View Grids panel will not be shown.

Only one grid from a single master/view configuration can be used on any one screen. Grids from separate configurations can be used on the same screen.

View Grids can be used in a workflow even if the master grid is not included.


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Click a link in the Name column to save the current page and open an existing View Grid. Click Create to save the current page and open the Panel Management page to create a new view grid.

View grids are configured much like the master grid, although with reduced options. Some settings are inherited from the master grid, and all fields and overrides are included by default.

Any fields and overrides that should not apply to this view can be deleted by checking the boxes and clicking the Delete button. Any deleted fields can be added again, but only fields included in the master grid will be available.

Active Marks the panel as active and available for use. If unchecked, the panel remains linked to any existing forms, but cannot be used for new forms.

Created By Identifies the date and time the panel was created, and the user who created it.

Last Modified By Identifies the last date and time the panel was changed, and the user who made the changes.

9. Click Add to save the panel but remain on the page, click Add & Close to save the panel and return to the panels list, or click Close to return to the panels list without saving the panel.


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Viewing and Modifying a Panel




2. Click a link in the Name column to view the panel details. If there are a large number of available panels, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate panel.

3. See the section on Creating a New Panel for a detailed description of the fields. All fields may be edited, if necessary, except for the System Reference name and Control Type.

To remove a field or behavior override rule, check the box next to the field or rule, then click the Delete button below the grid.

4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the panels list, or click Close to return to the panels list without saving any changes.

Deactivating a Panel


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Once created, a panel cannot be deleted. It can be deactivated, which leaves it linked to any existing forms, but prevents it from being used for new forms.




2. Locate the panel or panels to be deactivated. If there are a large number of available panels, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate panels.

3. Check the boxes for all panels to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected panels are deactivated. If the panels list is still defaulted to only show active panels, they disappear from the list.

Tip: Individual panels can also be deactivated or reactivated directly through the panel record. See the section on Viewing and Modifying a Panel for details.


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Managing Screens

Screens are used to group panels together. Each screen is one page in the final workflow, with navigation tools to move between screens.

Creating a New Screen

1. In the main menu, select Product Design, then select Workflow Configurations, then Screens. A list of all available screens is displayed.


Tip: By default, only Active screens are displayed. Clear the filter in the Status column to view all screens.

2. Click Create. The Screen Management page opens.



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Name Enter the name of the screen. This is the internal name, used to select this screen when connecting it to other elements of the form. This name does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the screen is saved.

Label Enter the label to be shown at the top of the screen.

Tip: Once the screen has been saved, the Label Text becomes available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.

Emphasize Actions As the user navigates through the workflow, there may be screens where certain actions are common and expected, such as binding the submission on the last page, requesting a special quote on a summary page, or printing a specific document related to the content of the screen.

This option allows specific buttons to be displayed at the bottom of the screen along with the navigation buttons. Each button matches an option in the Actions widget, performs exactly the same function, and follows the same rules for availability based on the transaction type, status, and the rights of the user. Even when activated for a particular screen, the button only appears if the matching option is available in the Actions widget.

Check the box for each button to be enabled for the current screen.


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Tip: The amount of space in the navigation bar depends on the screen resolution and the size of the browser window. The workflow configuration should be tested to ensure that there is enough space for the buttons. The following information may help:

The Request Quote and Request Special Quote actions are never available at the same time.

The Bind and Request Bind buttons are never available at the same time.

The Previous button is not displayed on the first screen of the workflow, and the Next button is not displayed on the last screen of the workflow.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the screen available to all lines.


4. Click Add to save the screen but remain on the page, click Add & Close to save the screen and return to the screens list, or click Close to return to the screens list without saving the screen.

5. On saving the screen, the following panels are added to the page.

The Panels list displays all panels within the screen. Click Create to add panels. The Panel window opens.


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Panel Select the Name of the panel to be added. The list displays the names of the panels, and not the labels that appear on the submission form.

Sequence Enter a Sequence number. This determines the panel's position in the screen, with lower numbers appearing first.

Tip: It is advisable to leave gaps between the sequence numbers, such as 5, 10, 15. This allows new panels to be added to the screen at a later date, inserted between existing panels. Otherwise, the sequence numbers of existing panels must be changed to allow for the new addition.

Responsive Disclosure Driver Field

This option controls whether the panel is visible or hidden based on a checkbox or radio buttons. Unlike using a panel override rule, which can change the visibility of the panel when a quote is calculated, this option changes the visibility immediately on changing the driver field.If a checkbox control is selected, the panel will be displayed when the box is checked. If a radio button group is selected, the panel will be displayed on selection of specific options defined in the field below.

Note: If any behavior overrides are defined to hide the driver field or the panel containing the driver field, the same behavior overrides must be applied to all target panels.


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Responsive Disclosure Driver Options

This list is only displayed when a radio button group is selected in the Responsive Disclosure Driver Field list. This causes the panel to be shown when certain options are selected. Select all suitable options.

Click Save & New to save the panel and clear the form to add another panel, click Save & Close to save the panel and return to the screen page, or click Close to return to the screen page without saving the panel.

Active Marks the screen as active and available for use. If unchecked, the screen remains linked to any existing workflows, but cannot be used for new workflows.

Created By Identifies the date and time the screen was created, and the user who created it.

Last Modified By Identifies the last date and time the screen was changed, and the user who made the changes.

Viewing and Modifying a Screen



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2. Click a link in the Name column to view the screen details. If there are a large number of available screens, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate screen.

3. See the section on Creating a New Screen for a detailed description of the fields. All fields may be edited, if necessary, except for the Code.

To edit or delete a panel, click a link in the Name column. All fields can be edited except for the selected panel itself. Make any necessary changes and click Save & New to save the panel and clear the form to add another panel, click Save & Close to save the panel and return to the screen page, click Close to return to the screen page without saving the panel, or click Delete to remove the panel from the screen.

4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the screens list, or click Close to return to the screens list without saving any changes.

Deactivating a Screen

Once created, a screen cannot be deleted. It can be deactivated, which leaves it linked to any existing forms, but prevents it from being used for new forms.


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2. Locate the screen or screens to be deactivated. If there are a large number of available screens, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate screens.

3. Check the boxes for all screens to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected screens are deactivated. If the screens list is still defaulted to only show active screens, they disappear from the list.

Tip: Individual screens can also be deactivated or reactivated directly through the screen record. See the section on Viewing and Modifying a Screen for details.


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Integration Configurations

The Bridge system can be integrated with a variety of external systems, transferring data through pre-configured channels. Integration can be set to occur automatically at specific points in the workflow, or can be triggered manually using buttons added to the Actions widget.

The Integration Configurations section is used to create and maintain these links between systems, but initial configuration must be done by Oceanwide. Contact your Oceanwide Representative to request that a specific integration be setup, and receive certain configuration details required for this page.

Creating a New Integration Configuration

1. In the main menu, select Product Design, then select Workflow Configurations, then Integration Configurations. A list of all available configurations is displayed.

Tip: By default, only Active configurations are displayed. Clear the filter in the Status column to view all configurations.

2. Click Create. The Integration Configuration Management page opens.



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Name Enter the name of the configuration. This is the internal name, used to select this screen in the configurations list. This name does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the configuration is saved.

Description Enter a description for this configuration.

Integration Type Select the type of integration. This is provided by your Oceanwide Representative.

E-Signature This integration type defines a document that will be generated by the system and then submitted to a digital signature service. The user digitally signs the document, which is then attached to the transaction.

Compliance Scan This integration type collects data from the transaction and submits the data to be compared to one or more international watch lists of restricted people and places. If any part of the data matches a restriction in a list, equaling or exceeding a specified threshold, the integration returns that the transaction is not compliant.

Endpoint Code Enter the Endpoint Code for the external system. This is provided by your Oceanwide Representative. This field will not be displayed if it is not necessary for the selected integration


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type.

Action Select the type of action to initiate the integration configuration. This may be a direct action by the user, or an indirect action resulting from other activities. The configuration conditions are evaluated to determine if the integration is performed, and how it will be handled.

Bind The configuration will activate when the user attempts to bind a transaction with the Bind, Confirm Cancellation, or Confirm Reinstatement actions.

Calculate Quote The configuration will activate when the system performs a quote calculation. This can be activated by the user, triggered by navigating through a workflow, or automated processes such as the optional quote calculation after automatic renewal.

Mark as Lost The configuration will activate when a quote is marked as lost, either by manual action on the part of the user, or the timed expiry of the quote.

Save The configuration will activate with the following save events.

o Clicking Save & Refresh or Next in the policy workflow, except when the screen is complete and no changes have been made within the screen.

o Activating the Calculate Quote process, either manually or automatically.

o Clicking Select Quote in the Quote Summary window for a multi-quote workflow.

o Changing the Effective Date or Valid Until date in the Policy Information window, and clicking Save & Close. Except for Cancellation and Reinstatement transactions, where clicking Save & Close will save the settings even if no changes were made.

o If any changes are made to the Assured, including creating or selecting an assured, changing the assured, or editing the assured information and saving.

Note that field validations, such as invalid data or missing required fields, will prevent the save and the integration.

Custom Links the configuration to a custom item in the Actions widget, configured below.

Note: An optional setting is available to have the system automatically recalculate the quote on completion of a custom integration. This will occur if the current screen is set to Calculate Quote in the Master Cover – Validation & Workflow Actions page, and this option is enabled in the core system configuration. To confirm whether or not this option is enabled, please contact your Oceanwide Representative.This optional setting does not apply to E-Signature integration types.


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The Integration Specifications panel becomes available when an Action is selected.

Perform Select how the integration should be performed in relation to the selected Action. Not available when Custom is selected as the Action.

Pre-Action The integration will be performed before the selected Action.If the integration fails, the action will not occur. This does not apply to Save actions, which will occur regardless of the integration results.Any validations that can prevent the action, such as bind validations, are performed after the integration. This means the action may not occur, even if the integration is successful.

Post-Action The integration will be performed after the selected Action. The integration will occur even if the event itself fails due to validations. Use the Availability / Triggering Conditions detailed below if the integration requires specific conditions.

External Service This option is currently unavailable.

Label Text For configurations that are initiated by the user, enter the label for the button. Available when Custom is selected as the Action.

Tip: Once the configuration has been saved, the Label Text becomes available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.

Emphasize Action When Custom is selected as the Action, the custom item is added to the Actions widget. When this box is checked, a matching button is added at the bottom of the screen with the navigation


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buttons. If the custom action is not available in the Actions widget due to the selected Availability / Triggering Conditions, the associated button will also not be displayed.

Integration Level Select where the processing is to be done. Available when Custom is selected as the Action.

Backend Creates a button in the Actions widget that calls an integration service on the Bridge server.

Frontend This option is currently inactive.

Communication Select how the systems should communicate. Available when either Calculate Quote or Bind are selected as the Action, or when Custom is selected as the Action and Backend is selected as the Integration Level. This may be preset and hidden for certain integration types. This information is provided by your Oceanwide Representative.

Synchronous The Bridge system and integration system communicate both ways, allowing immediate updates of the submission as well as warning messages if there are any problems.

Note: Replies and updates from synchronous integrations can only be accepted when the submission is a New Business or Renewal transaction in Incomplete status, or any transaction type in Bound status. In any other transaction type or status, any reply will be ignored.

Asynchronous The Bridge system sends the information to the integration system, and then continues with normal processing. While the integration may affect the submission in the background, it will not return any warning messages.

The Document to be Generated and Signed panel becomes available when E-Signature is selected as the Integration Type. The Document field lists all documents configured within the available master covers. Select a document that has been configured for e-Signatures.


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Integration configurations are enabled for a workflow in the Workflow Management page. Within the workflow, the Availability / Triggering Conditions panel defines when the integration can be activated by the event or user. The integration can only be activated if the transaction and user match at least one selected option in each group. At least one option must be selected in each group or the integration can never be activated.


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Policy Transaction Types Select the transaction types where the integration can be activated.

Policy Transaction Statuses

Select the transaction statuses where the integration can be activated.

Security Roles Select the user security roles that are required to enable the integration.

Screens Select the screens where the integration can be activated. This only applies for Custom Actions.

Trigger An optional trigger can be selected as a final requirement to enable the integration. The trigger must evaluate as true for the integration to occur, as well as meeting the other requirements in this panel.

4. Click Add to save the configuration but remain on the page, click Add & Close to save the configuration and return to the configurations list, or click Close to return to the configurations list without saving the configuration.

Once the configuration is saved, the following panels are added to the page.

The Select Policy Participants to Scan panel becomes available after saving an integration with Compliance Scan selected as the Integration Type.

Client Check this box to include the client details in the compliance scan.

Distributor Check this box to include the distributor details in the compliance scan.


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The Sanction Lists panel becomes available after saving an integration with Compliance Scan selected as the Integration Type. This panel displays all selected sanction lists to be searched.

To add lists to the scan:

a) Click Add. The Sanction List window opens.

b) Complete the necessary information. Fields marked with a red asterisk * are required.

Name Select the list to add.

Threshold Enter the threshold percentage. As the data being scanned is compared against entries in this list, it generates percentages to represent how closely the data matches. If the scan produces any matches that equal or exceed this threshold, it will be considered a compliance violation.

c) Click Save & New to add the list and clear the form to add a new list, click Save & Close to add the list and close the window, or click Close to close the window without adding the list.

To view and modify selected lists:


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a) Click a link in the Name column. The Sanction List window opens.

b) Make any necessary changes.

c) Click < Previous or Next > to navigate through the list entries. Click Save & Close to save the list details and close the window, or click Close to close the window without saving. Click Delete to remove the list from the scan list.

To remove lists from the scan list:

a) Check the boxes for all lists to be removed.

b) Click Delete. The selected lists are removed.

Lists can also be deleted when viewing the list details.

Active Marks the configuration as active and available for use. If unchecked, the integration is no longer available and cannot be activated.

Created By Identifies the date and time the configuration was created, and the user who created it.

Last Modified By Identifies the last date and time the configuration was changed, and the user who made the changes.

Viewing and Modifying a Configuration



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Tip: By default, only Active configurations are displayed. Clear the filter in the Status column to view all configurations .

2. Click a link in the Name column to view the configuration details. If there are a large number of available configurations, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate configuration.

3. See the section on Creating a New Integration Configuration for a detailed description of the fields. All fields may be edited, if necessary.

4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the configurations list, or click Close to return to the configurations list without saving any changes.

Deactivating a Configuration

Once created, a configuration cannot be deleted. It can be deactivated, which prevents it from being used.



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Tip: By default, only Active configurations are displayed. Clear the filter in the Status column to view all configurations .

2. Locate the configuration or configurations to be deactivated. If there are a large number of available configurations , see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate configurations.

3. Check the boxes for all configurations to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected configurations are deactivated. If the configurations list is still defaulted to only show active configurations , they disappear from the list.

Tip: Individual configurations can also be deactivated or reactivated directly through the configuration record. See the section on Creating a New Integration Configuration for details.


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Managing Workflows

The workflow assembles all components of a single submission or claims process, and is assigned to one or more master covers. This is the final step in the workflow design process, although additional configuration is required at the master cover level. See the Managing Master Covers section of the User Guide - Master Covers document for instructions on attaching and configuring a workflow.

Each workflow contains Steps, with each step containing as many screens as necessary. The navigation options within the workflow allows user to navigate through steps and screens.

Creating a New Workflow

1. In the main menu, select Product Design, then select Workflow Configurations, then Workflows. A list of all available workflows is displayed.

Tip: By default, only Active workflows are displayed. Clear the filter in the Status column to view all workflows.

2. Click Create. The Workflow Management page opens.



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Name Enter the name of the workflow. This is the internal name, and does not appear on the workflow itself.

Code This is an internal reference name which is generated by the system when the workflow is saved.

Line of Business Select a Line of Business from the list of industry presets.

Style Select the format of the workflow.

Single Screen With a single screen workflow, all panels are included in one screen.

Multi-Screen With a multi-screen workflow, panels are divided among multiple screens, and the screens are divided among multiple steps. The workflow includes navigation controls to move through the steps and screens.

Screen When Single Screen has been selected as the Style, select the screen that represents the entire workflow. (if Multi-Screen is selected, the Steps panel is only available after the workflow is saved. see below)

Target System Select where the workflow should be used.

Policy The workflow is meant for use in the policy submission system.

Claims The workflow is meant for use in the claims system.

4. Click Add to save the workflow but remain on the page (if Multi-Screen configuration is required), click Add & Close to save the workflow and return to the workflows list, or click Close to return to the workflows list without saving the workflow.

5. Once the workflow has been saved, the Status panel is added at the bottom of the page.


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Active Marks the workflow as active and available for use. If unchecked, the workflow remains linked to any existing resources, but cannot be used for new resources.

Created By Identifies the date and time the workflow was created, and the user who created it.

Last Modified By Identifies the last date and time the workflow was changed, and the user who made the changes.

6. If Multi-Screen has been selected, the Steps and Screen Behavior Override panels are also added to define the steps of the workflow and visibility of the screens.

The Steps grid lists all steps currently configured for the workflow. Click a link in the Label column to view an existing step.

a) Click Create to add a step. The Steps window opens.

b) Fill in the General Information panel.


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Label Enter the label to be displayed for the step. This is shown in the Submission Screens widget and the progress bar at the top of the workflow page. Labels should be unique within a single workflow.

Tip: Once the step has been saved, the Label text becomes available in the Custom Labels section. This allows translated versions of the text to be uploaded for when the browser is set to different languages. The text entered here will be set as the default English text.For details on customizing languages, see the Custom Labels section in the User Guide - Reference and Administration document.

Code The code is automatically generated when the step is saved.

Sequence Enter a sequence number to determine the step's position in the workflow.

c) Click in the field marked Please click here to add new row.

d) Select the Name of the screen to be added.

e) Enter a Sequence number. If no sequence number is provided, it is considered a zero.


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f) Press the Tab key from the Sequence field or click outside the table to add the screen to the list. The screen is highlighted in yellow to indicate that it has not been accepted yet.

g) Repeat the previous steps to add additional screens.

h) When all screens have been added, right-click inside the table and select Accept All Changes. This saves the current table.

i) Click Save & New to save the current step and create a new step, click Save & Close to save the current step and return to the Workflow Management page, or click Close to return to the Workflow Management page without saving the current step.

Note: Screens can only be used once in a single workflow.

7. By default, each screen is visible at all stages and statuses of the transaction or claim. The Screen Behavior Override is used to create rules that change the behavior based on a variety of options. The table lists all currently defined rules.

a) Click Add Screen Behavior. The Screen Behavior Override window opens.

b) Complete the necessary details to define the rule. Fields marked with a red asterisk * are required.


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Hidden This option is checked by default and cannot be modified.

Screen Select the screens to be affected by this rule.

Trigger This option is used to assign a trigger to the rule. The rule is only applied if the trigger evaluates as true.

Notes: Use caution when creating override rules for screens that contain fields used in triggers. It can create circumstances where users trigger changes in a form that they cannot undo.


If a screen is hidden by a triggered override rule, all fields in that screen retain their current value.

The first screen in the workflow cannot be hidden.


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Select the types of transaction where the rule applies.

















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c) Click Save & New to save the rule and clear the form to add additional rules, click Save & Close to save the rule and return to the workflow details, or click Close to return to the workflow details without saving the rule.

8. The Integration Configurations panel allows integrations with external services or systems to be activated from within this workflow. The exact circumstances under which the integration activates, or becomes available for user activation, are controlled by the settings in the integration configuration itself.

The Integration Configurations panel lists all integrations associated to the current workflow.

a) Click Create. The Integration Configurations window opens.


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b) Complete the necessary information. Fields marked with a red asterisk * are required.

Integration Configuration

Select the integration configuration to be included in the workflow.

Sequence Enter a sequence number for the integration. If multiple integration configurations are set to activate on the same Event with the same Perform setting, the sequence number will define what order they activate. Sequence is ordered from lowest value to highest, with blank sequence numbers going first. This allows later integrations to depend on the results of earlier integrations, including evaluating the trigger to determine if the integration activates at all.

c) Click Save & New to save the configuration and clear the form to add additional configurations, click Save & Close to save the configuration and close the window, or click Close to close the window without saving the configuration.

9. Click Save to save any changes and remain on the page, click Save & Close to save and return to the workflows list, or click Close to return to the workflows list without saving any changes.

Click Workflow Report to generate a list of all fields, panels, and screens used in the current workflow. Click here for more information.

Viewing and Modifying a Workflow



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2. Click a link in the Name column to view the workflow details. If there are a large number of available workflows, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate workflow.

3. See the section on Creating a New Workflow for a detailed description of the fields. All fields may be edited, if necessary, except for the Code and the Style.

To edit or delete a step, click the link in the Label column to view the step.

Make any necessary changes.

To edit screens, double-click in the field to be edited, make the changes, and click outside the field. The screen is highlighted in gray to indicate that the changes have not been accepted.

To delete a screen, right click the screen in the grid and select Delete. The panel is highlighted in red to indicate that the changes have not been accepted.

Once all changes have been made, right-click inside the table and select Accept All Changes. This saves the current table.

Click Save & Close to save the current step and return to the Workflow Management page, click Close to return to the Workflow Management page without saving the current step, or click Delete to delete the current step from the workflow.

If a screen is removed from the workflow, any override rules associated with that screen are deleted automatically.


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4. To edit a screen override rule, click a link in the Screen column to view the specific rule for that screen (more than one rule may exist per screen). The Screen Behavior Override window opens with the details of the rule.

All settings may be edited, except for the Hidden checkbox and the Screen selection.

Click Save & Close to save the current rule and return to the Workflow Management page, click Close to return to the Workflow Management page without saving the rule, or click Delete to delete the rule.

5. To edit or delete an Integration Configuration, click a link in the Integration Configuration column. The Integration Configuration Settings window opens.

Make any necessary changes and click Save & Close to save the configuration and close the window, click Close to close the window without saving the configuration, or click Delete to delete the configuration from the workflow.

6. When back on the Workflow Management page, click Save to save any changes and remain on the page, click Save & Close to save and return to the workflows list, or click Close to return to the workflows list without saving any changes.

Publishing a Workflow

While a workflow is being created or edited, changes are not available to users immediately. To ensure that changes are implemented all at once, the workflow must be published. This replaces the existing workflow with the updated one.



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2. Click a link in the Name column to view the workflow details. If there are a large number of available workflows, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate workflow.

3. Click the Publish button. The workflow is saved and published. A confirmation message is shown.

Deactivating a Workflow

Once created, a workflow cannot be deleted. It can be deactivated, which leaves it linked to any existing resources, but prevents it from being used for new resources.



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2. Locate the workflow or workflows to be deactivated. If there are a large number of available workflows, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate workflows.

3. Check the boxes for all workflows to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected workflows are deactivated. If the workflows list is still defaulted to only show active workflows, they disappear from the list.

Tip: Individual workflows can also be deactivated or reactivated directly through the workflow record. See the section on Viewing and Modifying a Workflow for details.

Workflow Report

Advanced workflows can be a complex hierarchy of fields, panels, and screens. The Workflow Report option produces an Excel sheet listing all fields, panels or grids, and screens.


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Note: The report uses the most recently published workflow details. To include recent changes in the report, be sure to publish the workflow before running the report.

1. In the Workflow Management page for the appropriate workflow, click Workflow Report.

2. The report is produced in Excel format. A standard Save / Open dialogue box appears. Select if you want to Open the file, Save the file to your computer, or Cancel the download.

3. The report lists the names and labels of all screens, panels, fields, and option lists in the workflow. It also provides some additional details such as the panel type, field control type, whether each field is designated as a rate driver or available for use in triggers, plus the full formula for calculated fields.


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Additional Resources

The workflow and all of its components are one resource used in the creation and operation of the master covers and submission process.

Other resources can also be created. Some are optional, but others are required when preparing a master cover. These resources are detailed below.

Managing Clauses Defining legal clauses to be used in the submission form and documentation.

Managing Triggers Creating the conditions used by the system to make detailed logical decisions.

Managing Email Templates Creating templates to be used for both automated and manual email communications.

Managing Document Templates Importing templates to be used in the generation of system documents.

Managing Clauses

Clauses are segments of legal text or other information that can be assembled into a full policy document.

Individual clauses are defined in the system, and then attached to various features or pulled into generated documents.

Creating a New Clause

1. In the main menu, select Product Design, then select Clauses. A list of all available clauses is displayed.


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Tip: By default, only Active clauses are displayed. Clear the filter in the Status column to view all clauses.

2. Click Create. The Clause Management page opens.


Name Enter the name of the clause. This is the internal name, used to select this clause in the master cover. This name does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the clause is saved.


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Line of Business Select a Line of Business from the list of industry presets, or select All to make the clause available to all lines.

Product Select an available product, or select All to make the clause available to all products.

4. In the text area, enter the full text to be included in this clause. The integrated toolbar includes a full set of formatting tools to create and maintain the appearance of the text.

5. Click Add to save the clause but remain on the page, click Add & Close to save the clause and return to the clause list, or click Close to return to the clause list without saving the clause.

Viewing and Modifying a Clause





2. Click a link in the Name column to view the clause details. If there are a large number of available clauses, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate clause.

3. See the section on Creating a New Clause for a detailed description of the fields. All fields may be edited, if necessary.

Active Marks the clause as active and available for use. If unchecked, the clause remains linked to any master covers, but cannot be used for new master covers.

Created By Identifies the date and time the clause was created, and the user who created it.

Last Modified By Identifies the last date and time the clause was changed, and the user who made the changes.



4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the clause list, or click Close to return to the clause list without saving any changes.

Deactivating a Clause

Once created, a clause cannot be deleted. It can be deactivated, which leaves it linked to any existing products, but prevents it from being used for new products.



2. Locate the clause or clauses to be deactivated. If there are a large number of available clauses, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate clauses.

3. Check the boxes for all clauses to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected clauses are deactivated. If the clause list is still defaulted to only show active clauses, they disappear from the list.



Tip: Individual clauses can also be deactivated or reactivated directly through the clause record. See the section on Viewing and Modifying a Clause for details.



Managing Triggers

Triggers are logical conditions that can be set to evaluate system and submission information against a set of criteria.

Whether a trigger evaluates as true or false can determine if certain options are available on the submission form, if a calculation is processed a certain way, if specific data is included in an email or generated document, or a variety of other options.

Triggers can be nested together, creating detailed logical structures to suit any need.

Creating a New Trigger

1. In the main menu, select Product Design, then select Triggers. A list of all available triggers is displayed.

Tip: By default, only Active triggers are displayed. Clear the filter in the Status column to view all triggers.

2. Click Create. The Trigger Management page opens.




Trigger Name Enter the name of the trigger. This is the internal name, used to select this trigger when setting up related features. This name does not appear on the form itself.

Code This is an internal reference name which is generated by the system when the trigger is saved.

Scope Select how this trigger is available for workflows.

Workflow Restricts this trigger to one specific workflow, selected in the next field. If selected, only fields and triggers belonging to the same workflow are available for setting conditions.

Universal Makes the trigger available throughout the system. Only fields and triggers assigned to all lines of business are available for setting conditions.

Workflow If Workflow was selected as the Scope, select the appropriate workflow from this list.

4. One trigger can have multiple conditions. Each condition compares one field or one trigger to a set value. Depending on the chosen Conjunction (see below), the trigger is true if all conditions are true (Conjunction = And) or if any condition is true (Conjunction = Or).

a) Click in the field marked Please click here to add new row.



b) Select the field, trigger, or other option to be checked for this condition.

Fields Provides a selection of system and workflow fields. In order for a workflow field to be available in this list, the field must be set as a Trigger field, and the availability must match the Scope settings selected above. See the section on Managing Fields for more information.

Triggers All triggers within the same Scope can be selected. Since only one type of Conjunction can be used within a single trigger, having triggers within triggers allows for detailed and/or logic structures.

Other Options These are additional choices that allow the trigger to check other information within the system.

Current Screen This option obtains the Code of the current screen in the workflow. This can be compared to known screen codes, identified on the Screen Management page.

c) The Function field is optional, and provides advanced features related to tables, dates, and compliance checks. The result of the function is used to check the condition.

Min Used for fields within a table, this uses the lowest value in the table.

Max Used for fields within a table, this uses the highest value in the table.

Sum Used for fields within a table, this adds together all instances of the chosen field within a table.

All Used for fields within a table, this checks each record against the selected criteria. All records must evaluate as true for the condition to be true.

Any Used for fields within a table, this checks each record against the selected criteria. If one or more records evaluate as true, the condition is true. This can also be used on a field where multiple options can be selected, determining if one of the selected options matches the criteria.

Count Used for fields within a table, this counts the number of records in the table. The contents of the records have no effect.

Days From Current This function compares the selected date field against the current system date, and returns the number of days difference.

Months From Current This function compares the selected date field against the current system date, and



returns the number of months difference.

Years From Current This function compares the selected date field against the current system date, and returns the number of years difference.

Scan - [List Name] This is a special feature that checks the selected field for compliance with one of a series of sanction or watch lists. This feature provides a number from 0 to 100, with 100 meaning an exact match against a restricted person, place, or company. That resulting number is compared to the Value to determine if the condition is met. A separate condition must be created for each different list to be scanned.

d) The Operator determines how the field or function result is compared to the condition value.

Equals The field or function result must match the condition value exactly.

Not Equals The field or function result must be different from the condition value.

Greater Than For numeric or date fields, the field or function result must be greater than the condition value.

Greater Than or Equals For numeric or date fields, the field or function result must be greater than or equal to the condition value.

Less Than For numeric or date fields, the field or function result must be less than the condition value.

Less Than or Equals For numeric or date fields, the field or function result must be less than or equal to the condition value.

Contains For text fields, the full text of the condition value must be included anywhere in the field.

Does Not Contain For text fields, the full text of the condition value must not be included anywhere in the field.

e) Enter the condition Value. The field or function result is checked against this value according to the selected operator. The type of value to use depends on the type of field being evaluated:

For text values, the text should be entered exactly as it should be evaluated. Do not enclose text in quotes or other markers unless those markers are to be included in the evaluation.

For numerical values, the number should be entered without any commas or markups, other than decimals and/or minus signs (-) for negative values.



For triggers or single checkboxes, the value is Yes if the trigger evaluates as true or if the checkbox is checked. The value is No if the trigger evaluates as false or the checkbox is unchecked. The values are not case sensitive.

To evaluate any field that uses an option list (Radio Buttons, Multi-Selects, Include/Exclude Boxes, etc.) refer to the codes assigned to each item in the option list.

Tip: Direct evaluation of date fields is currently not supported. To evaluate a date, please use a calculated field to perform a date comparison that returns a numerical value. The calculated field can then be used in the trigger.

f) Select a Conjunction. If And is selected, every condition must be met for the trigger to evaluate as true. If Or is selected, at least one must be met for the trigger to evaluate as true.

Only one type of conjunction can be used in a single trigger, meaning each condition must be set to the same conjunction. However, a separate trigger with a different conjunction can be included in a condition, allowing complex logical structures.

g) Press the Tab key from the Conjunction field or click outside the table to add the condition to the list. The condition is highlighted in yellow to indicate that it has not been accepted yet

h) Repeat the previous steps to add additional conditions.

i) Once all conditions have been added, right-click inside the table and select Accept All Changes. This saves the current table.

5. Click Add to save the trigger but remain on the page, click Add & Close to save the trigger and return to the trigger list, or click Close to return to the trigger list without saving the trigger.

Viewing and Modifying a Trigger





2. Click a link in the Name column to view the trigger details. If there are a large number of available triggers, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate trigger.

3. See the section on Creating a New Trigger for a detailed description of the fields. All fields may be edited, if necessary, except for the Scope and Workflow.

The following panels were added when the trigger was saved.



The Dependencies panel identifies how the trigger is linked to other resources in the system.

Triggers Used by this Trigger

Lists all triggers used in the conditions for this trigger. Clicking a link opens a new tab or new window with the Trigger Management page for the selected trigger.

Triggers Using this Trigger

Lists all triggers that refer to this trigger in their conditions. Clicking a link opens a new tab or new window with the Trigger Management page for the selected trigger.

Usage in System Identifies where the trigger is used for master covers or overrides. For master covers, the name of the master cover is provided, followed by the section where the trigger is used. For overrides, the type of override is provided, followed by the field and panel names where the trigger is used.

Active Marks the trigger as active and available for use. If unchecked, the trigger remains linked to any existing resources, but cannot be used for new resources.

Created By Identifies the date and time the trigger was created, and the user who created it.

Last Modified By Identifies the last date and time the trigger was changed, and the user who made the changes.

4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the trigger list, or click Close to return to the trigger list without saving any changes.

Deactivating a Trigger

Once created, a trigger cannot be deleted. It can be deactivated, which removes it from any existing resources, and prevents it from being used for new resources. The Dependencies panel can be used to identify where the trigger is used, and the impact of deactivating the trigger.





2. Locate the trigger or triggers to be deactivated. If there are a large number of available triggers, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate triggers.

3. Check the boxes for all triggers to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected triggers are deactivated. If the trigger list is still defaulted to only show active triggers, they disappear from the list.

Tip: Individual triggers can also be deactivated or reactivated directly through the trigger record. See the section on Viewing and Modifying a Trigger for details.



Managing Email Templates

The system includes features for sending emails. Automated emails can be sent at various stages of the submission process, and manual emails can be sent by users. All logged and tracked in the submission form.

First, an email template is created. The template can contain placeholders, which pull in data from the system and submission form when the email is sent. The template is then attached to the manual and automated email settings in the master cover.

Creating a New Email Template

1. In the main menu, select Product Design, then select Email Templates. A list of all available templates is displayed.

Tip: By default, only Active templates are displayed. Clear the filter in the Status column to view all templates.

2. Click Create. The E-mail Templates page opens.




Name Enter the name of the template. This is the internal name, used to select this template in the master cover. This name does not appear on the form itself.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the template available to all lines.

Product Select an available product, or select All to make the template available to all products.

Email Subject Enter the subject line of the email.

E-mail Body Enter the main body of the email.

Both the subject line and body can contain placeholders to pull in extra information when the email is sent. For more information on creating dynamically generated content, please see Appendix A - E-mail Syntax.

4. Click Add to save the template but remain on the page, click Add & Close to save the template and return to the template list, or click Close to return to the template list without saving the template.

Viewing and Modifying an Email Template





2. Click a link in the Name column to view the template details. If there are a large number of available templates, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate template.

3. See the section on Creating a New Email Template for a detailed description of the fields. All fields may be edited, if necessary.

Active Marks the template as active and available for use. If unchecked, the template remains linked to any master covers, but cannot be used for new master covers.

Created By Identifies the date and time the template was created, and the user who created it.



Last Modified By Identifies the last date and time the template was changed, and the user who made the changes.

4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the template list, or click Close to return to the template list without saving any changes.

Deactivating an Email Template

Once created, a template cannot be deleted. It can be deactivated, which leaves it linked to any existing products, but prevents it from being used for new products.



2. Locate the template or templates to be deactivated. If there are a large number of available templates, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate templates.

3. Check the boxes for all templates to be deactivated.



4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected templates are deactivated. If the template list is still defaulted to only show active templates, they disappear from the list.

Tip: Individual templates can also be deactivated or reactivated directly through the template record. See the section on Viewing and Modifying an Email Template for details.



Managing Document Templates for Policies

The Bridge system includes the ability to dynamically generate documentation, pulling in system information to produce custom documents for a wide variety of purposes.

Each document is first created as a template, using placeholders for system information. See the User Guide - Document Configuration document for detailed instructions on preparing templates. The templates are then uploaded into the system.

Uploading a New Document Template

1. In the main menu, select Product Design, then select Document Templates. A list of all available templates is displayed.


2. Click Create. The Document Template Management page opens.




Name Enter the name of the template. This is the internal name, used to select this template in the master cover. This name does not appear on the form itself.

Line of Business Select a Line of Business from the list of industry presets, or select All to make the template available to all lines.

Product Select an available product, or select All to make the template available to all products.

Document to Upload Click the Browse button to open a standard file selection window. Select the file to be attached and click Open. The full path and filename is displayed in the field.

4. Click Add to save the template but remain on the page, click Add & Close to save the template and return to the template list, or click Close to return to the template list without saving the template.

Viewing and Modifying a Document Template




To quickly view the template file attached to any document template, click the View link in the View File column.



3. See the section on Uploading a New Document Template for a detailed description of the fields. All fields may be edited, if necessary, and a new template may be uploaded to replace the existing one. This allows changes to be made to the template document and quickly uploaded without making extensive changes to the setup.

Active Marks the template as active and available for use. If unchecked, the template remains linked to any master covers, but cannot be used for new master covers.





4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the template list, or click Close to return to the template list without saving any changes.

Deactivating a Document Template

Once created, a document template cannot be deleted. It can be deactivated, which leaves it linked to any existing products, but prevents it from being used for new products.


To quickly view the template file attached to any document template, click the View link in the View File column.


2. Locate the template or templates to be deactivated. If there are a large number of available templates, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate templates.





Tip: Individual templates can also be deactivated or reactivated directly through the template record. See the section on Viewing and Modifying a Document Template for details.



Managing Document Templates for Billing and Claims

The Billing and Claims systems can generate documentation from templates, and substitute system data for placeholders within the content. The Document Templates section is for uploading templates to the system for use in document configurations.

Uploading a New Document Template

1. In the main menu, select Billing or Claims, Configuration, then Document Templates. A list of all available templates is displayed.


2. Click Add. The Document Template window opens.




Name Enter the name of the template.

Code Enter a code to identify the template internally.

External Code A code can be entered to identify the template for integration with other systems.

Product Select a product to make the template exclusive to that product, or select All to make the template available to all products.

Format Select a format to apply regional formatting settings (dates, numbers, etc.).

Document to Upload Click the Browse button to open a standard file selection window. Select the file to be attached and click Open. The full path and filename is displayed in the field.

4. Click Add & New to save the template and clear the form to enter another template, click Add & Close to save and return to the Document Template List, or click Close to return to the Document Template List without saving the template.

The Status panel is added to the page once the template has been saved.



Active Marks the template as active and available for use. If unchecked, the template remains linked to any existing resources, but cannot be used for new resources.



Viewing and Modifying a Document Template


To view the template file attached to any document template, click the View link in the File column.



3. See the section on Uploading a New Document Template for a detailed description of the fields. All fields may be edited, if necessary, and a new template may be uploaded to replace the existing one. This allows changes to be made to the template document and quickly uploaded without making extensive changes to the setup.

4. Click Save to save the template but keep the window open, click Save & Close to save the template and close the window, or click Close to close the window without saving the template.



Deactivating a Document Template

Once created, a document template cannot be deleted. It can be deactivated, which leaves it linked to any existing resources, but prevents it from being used for new resources.


To view the template file attached to any document template, click the View link in the File column.


2. Locate the templates to be deactivated. If there are a large number of available templates, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate templates.



Tip: Individual templates can also be deactivated or reactivated directly through the template record. See the section on Viewing and Modifying a Document Template for details.





Export / Import

This section includes features for sharing data with other programs and copying resources between different Bridge websites.

The export and import of an entire product is a particularly powerful feature.

When developing an entirely new product, the workflow, master cover, and all related resources can be assembled, tested, and approved in a UAT environment, and then copied in one large piece to the production environment.

If a product already exists in production, it can be copied to the UAT environment where changes can be made, possibly to implement valuable new features added to the Bridge system itself. The changes can be tested and approved, then the whole product is copied back to production, resulting in minimal downtime for the users.

The export feature can also be used to make a backup of a product before attempting risky changes that would be difficult to undo. The file can be imported back into the original system to restore the product to its original state (with some exceptions, detailed below).

Export ing Products

The Export feature allows entire products to be exported from one Bridge site, ready to be imported into another. This includes the workflow, the master cover, and most related resources.

1. In the main menu, select Product Design then Export / Import. The Export / Import page opens. Go to the Export Product panel.

2. Complete the necessary information.



Export Documents and Triggers Modified as of

When exporting a master cover that has previously been exported and imported into another site, a new export can be set to only include documents and triggers that have been modified or added to the master cover as of a certain date. This will reduce the size of the export file and speed up the export and import process. Enter the date, or select the date from the calendar lookup .

Master Cover Select the master cover to be exported. The master cover should be set to Draft mode before export.

Include Universal Triggers Check this box to include all universal triggers in the system. If unchecked, only the triggers used in the product and associated resources are included, both universal and workflow related.

Notes:The export includes both Active and Inactive triggers in order to maintain necessary system links.

All elements in the workflow and other resources should have a Code. If a necessary code is missing, the export will stop and report the missing details.

Any triggers referenced in document templates are not included. If these triggers are not used elsewhere in the product, they must be recreated in the target system.

When using the Export Documents and Triggers Modified as of option, the export file should only be imported on top of a previous import. Importing to a new location may result in missing documents and triggers that could cause errors.

3. Click Export to begin the process. This may take some time, depending on the size and complexity of the product. Once the data has been assembled, a standard browser Save/Open dialogue box appears to allow the file to be saved. The output XML file can be imported into another system. See the Importing Products feature below.



Note: The file name includes the name of the master cover, the date and time of export, and a system-generated code number. Neither the file name nor the content of the file should be altered or the file will be rejected when trying to import.

The following resources are included in the export. Only resources associated with the selected master cover and attached workflow are included, unless otherwise noted.

Fields Fields used in the workflow.

Panels Panels used in the workflow.

Screens Screens used in the workflow.

Workflow The workflow selected in the master cover.

Option Lists All option lists included in the workflow attached to the selected master cover, and any option lists attached to the master cover itself.

Master Cover All pages and settings are included except for Product Description which must be manually copied to the new system. Also, the Insurers and Distributors settings are included, but the companies themselves are not. Each company must exist in the target system with the same Code as on the source system. If a company is not present at the time of import, or has the wrong Code, the settings for that company are discarded from the master cover and must be recreated manually. The Policy Numbering page is copied, but if the import overwrites an existing master cover, the Next Sequence Number in the existing master cover is not overwritten.For attachment types listed in the Attachment Type Settings panel on the Policy Settings page, only the types included in the currently attached list will be exported.

Clauses The clauses attached to the master cover.

Product The product selected in the master cover.

Premium Types All premium types available to the selected master cover, including those with the same line of business or all lines of business.

Document Templates All active document configurations in the master cover are included, as well as the associated document templates. Inactive configurations are excluded.

E-mail Templates All active e-mail configurations in the master cover are included, as well as the associated e-mail templates. Inactive configurations are excluded.

Triggers All triggers associated with the product, including inactive triggers. Also includes universal



triggers not directly associated to the product, if that option is checked.

Taxes The tax and fee configurations attached to the master cover.

Import ing Products

Initiating an import is a simple enough action, but it is important to understand the process that occurs behind-the-scenes and the results of the import.

1. Preparation: Some steps should be taken to prepare the destination system, allowing for a smooth import.

If a master cover exists in the destination system with the same code as the source master cover, it should be exported and kept as a backup, allowing the original to be restored.

Any security roles referenced in the master cover, workflow, or resources must be recreated in the destination system. Only roles that are actually selected need to be available.

Some resources may be shared between multiple master covers on the destination system. Overwriting these resources could cause problems with the other master covers. Identify such dependencies and create alternate resources wherever possible.

Any triggers to be included should be checked to ensure they do not contain the angle brackets "<" ">" or ampersand "&" characters.

All insurer and distributor companies linked to the master cover must be recreated in the destination system, with the same Codes used in the source system. If any companies already exist in the destination system and have the same codes as companies linked to the product, those companies will be linked to the product on import. Such companies must be manually removed from the product after import is complete, and replaced with the proper companies.

2. In the main menu, select Product Design then Export / Import. The Export / Import page opens. Go to the Import Product panel.




Select File to Import Click the button to open a standard file browser window. Locate and select the appropriate export file, and the file name and path appear in the field.

Overwrite Existing Items? During the import the system checks if each resource already exists, identified by Code. If a resource of the same type exists with the same Code, this setting determines how the import proceeds. If checked, the system overwrites the resource, ensuring that the full product remains intact. If unchecked, the existing resource is not changed and the imported resource is discarded, which protects existing data, but can cause gaps in the imported product.

Note: The master cover itself is an exception to this setting. If a master cover exists with the same Code, it is overwritten, regardless of the overwrite setting.

Keep Distributor Association If unchecked, importing a product on top of an existing product will overwrite the distributor configurations associated to the master cover. Checking this box keeps the current distributor configuration in the destination product.

Import Log After import, any messages or errors will be displayed in this field.

Perform GUID check If unchecked, any imported workflow resources will overwrite any resources of the same type that have the same code. If checked, resources will only be overwritten if both the code and internal GUID identifier both match.



4. Click Import Product to begin the process. (the Import Workflow button is not used)

a) The system validates the import file to confirm that it has not been altered or corrupted. If the file fails validation, the import stops and an error message is displayed. A new export file must be generated for import.

b) The system checks that all required security roles are present in the destination system. If any roles are missing, the import stops and an error message is displayed. The missing roles must be created before attempting to import the file again.

c) The system checks all included triggers for invalid characters. If the angle brackets "<" ">" or ampersand "&" characters are found in any triggers, the import stops and an error message is displayed. The triggers must be corrected in the source system, then a new export file must be generated for import.

d) All workflow components (fields, panels, screens, workflow, options lists) are identified by two values, the Code visible in the management pages, as well as a GUID that serves as an internal ID value. If a component being exported has the same Code and GUID as a component in the destination system, they are considered the same item, and the destination component will be either attached to the product, or overwritten, depending on the import settings. If a component has the same Code as a component in the destination system, but the GUID does not match, the import stops and an error is displayed identifying the mismatched component. To resolve this error, the affected component in the destination system can be deactivated, or the component in the source system can be replaced by an identical component with a new Code, and the export process started again.

e) The workflow data is imported (fields, panels, screens, workflow, options lists).

f) Resources are imported (premium types, products, clauses, triggers, taxes).

g) Master cover settings are imported. If the settings refer to any universal triggers, and universal triggers were not included in the export, the import continues and the missing triggers are identified on completion.

h) Insurer and distributor companies are linked to the imported master cover. If any company is missing or the Code does not match, the settings for that company are omitted from the master cover. The import continues and the missing companies are identified on completion. The company settings must be configured manually after import has completed.

i) Document templates are imported and attached to the imported master cover.

j) E-mail templates are imported and attached to the imported master cover. If any user accounts listed as recipients in the e-mail template do not exist in the destination system, the import continues and the missing companies are identified in the results field on completion. The setup of the recipient users can be corrected after import has completed.



5. Once the import has completed or stopped due to an error, the Import Log window is populated with the relevant messages and errors from the import. Copy the text (click inside the field, press Ctrl + A to select all text, then Ctrl + C to copy) and save it for future reference. This text can be used for troubleshooting or as a checklist of items that must be corrected after the import.

6. After the import is complete and the results have been copied and saved, close any additional browser windows and log out of the system. This clears the session data accumulated in the Import/Export process.

7. Once all corrections have been made, the workflow must be published before submissions can be created.

Note: Concurrency issues may occur if other users are working in the system during import. It is recommended to perform the import during a maintenance window or other downtime.

Exporting Lookup Tables

The standard lookup tables are not included in the product export / import. These are handled separately in the Export Lookup Tables and Import Lookup Tables panels.

1. In the main menu, select Product Design then Export / Import. The Export / Import page opens. Go to the Export Lookup Tables panel.




Export Lookup Tables Choose All to include all lookup tables in the system, or choose Select From List to include one or more specific tables.

Lookup Tables This list is enabled if Select From List has been chosen in the Export Lookup Tables field. Select one or more tables and move them to the right window to include them in the export.

3. Click Export Lookup Tables to begin the process. Once the data has been assembled, a standard browser Save/Open dialogue box appears to allow the file to be saved. The output ZIP file can be imported into another system. See the Import lookup Tables feature below.

Importing Lookup Tables

The standard lookup tables are not included in the product export / import. These are handled separately in the Export Lookup Tables and Import Lookup Tables panels.

1. In the main menu, select Product Design then Export / Import. The Export / Import page opens. Go to the Import Lookup Tables panel.




Select File to Import Click the button to open a standard file browser window. Locate and select the appropriate export file, and the file name and path appear in the field.

Import Log After import, any messages or errors will be displayed in this field.

3. Click Import Lookup Tables to begin the process.

To ensure the tables are unique in the destination, the names will be updated to add the text "-Imported" followed by the full date and time.

4. Once the import has completed or stopped due to an error, the Import Log window is populated with the relevant messages and errors from the import. Copy the text (click inside the field, press Ctrl + A to select all text, then Ctrl + C to copy) and save it for future reference. This text can be used for troubleshooting or as a checklist of items that must be corrected after the import.

Download Word Ribbon

In order to use the Word Ribbon to insert system placeholders in document templates, you must first save the current system layout to a file. The file is then imported into Word.

1. In the main menu, select Product Design, then select Export / Import.



2. Under the Download Word Ribbon panel, click Download.

3. A standard File Download window opens. Click Save to save the file to your computer.

4. Select a location and enter a filename, then click Save.

5. To import the data into Word, see the Populating the Oceanwide Word Ribbon section of the User Guide - Document Configuration document for detailed instructions.



Master Covers

Managing Master Covers is an extensive and detailed process.

For detailed instructions, please see the Managing Master Covers section of the User Guide - Master Covers document.



Cross-Policy Data Configurations

In general, policy data is isolated to a single policy and its associated transactions. Documents, e-mails, and calculated fields can only access information from the current policy, plus common system information.

Cross-Policy Data Configurations can be created as a repository for data from selected fields across policies, and even across products. This data becomes available for use in calculated fields within individual transactions, and can be used to perform comparisons or searches.

When a transaction contains data marked for collection, any time that transaction is imported, bound (including confirming Cancellations and Reinstatements), quoted (calculated quotes or issued quotes), or saved while in Bound status, the relevant data is collected and stored in the repository. If the transaction is deleted or set to Lost status, the stored data for that transaction is removed. Functions within calculated fields can access the most recent data for processing.

Creating a New Cross-Policy Data Configuration

1. In the main menu, select Product Design, then select Cross-Policy Data Configurations. A list of all available configurations is displayed.

2. Click Add. The Cross-Policy Data Configuration page opens.




Name Enter the name of the configuration.

Code This is an internal reference name generated by the system when the configuration is saved.

Data Type The data stored in the repository must be of the same type to ensure compatibility with the outputs. Select the type of data expected to be stored.

Description Enter a description of this configuration.

4. Click Save to save the configuration and remain on the page, click Save & Close to save and return to the cross-policy data configuration list, or click Close to return to the cross-policy data configuration list without saving the configuration.

5. On saving the configuration, additional configuration panels become available.

The Associated Fields panel lists all fields currently linked to the configuration. Data will be collected from these fields wherever they are used within the Associated Products selected below.



a) To add fields to the list, click Add. The Available Fields window opens.

The list contains all available fields matching the selected Data Type, not including fields that are already attached to the configuration. Fields that can contain multiple values, such as Include/Exclude and Multi-Select, are not supported and will not be displayed. The columns can be sorted and filtered to locate the necessary fields.

b) Click Add for each field to be included in the configuration. Each field is grayed out as it is selected.

c) Click Bulk Add to close the window and add the selected fields to the Associated Fields list.

The Associated Products panel lists all products linked to the configuration. Data will only be collected from Associated Fields within the selected products.



Created By Identifies the date and time the configuration was created, and the user who created it.

Last Modified By Identifies the last date and time the configuration was changed, and the user who made the changes.

6. Click Save to save any changes and remain on the page, click Save & Close to save and return to the cross-policy data configuration list, or click Close to return to the cross-policy data configuration list without saving any changes.

Viewing and Modifying a Cross-Policy Data Configuration

1. In the main menu, select Product Design, then select Cross-Policy Data Configurations. A list of all available configurations is displayed.

2. Click a link in the Name column to view the configuration details. If there are a large number of available configurations, see the Using Grids to Filter and Sort Data section of the User Guide - Introduction document for help on finding the appropriate configuration.

3. See the section on Creating a New Cross-Policy Data Configuration for a detailed description of the fields. All fields may be edited, if necessary, except the Code.



4. Click Save to save any changes and remain on the page, click Save & Close to save and return to the cross-policy data configuration list, or click Close to return to the cross-policy data configuration list without saving any changes.



Reference

Appendix A - E-mail Syntax

When an email is generated, system and submission information can be pulled into the subject and body of the email. This section details the syntax to be used when preparing the email template.

Workflow and System Placeholders

The main objective of sending dynamically generated emails is to provide information. To achieve this, the email template is created using placeholders. When the system prepares the email, it replaces the placeholders with the required information.

To pull in information from the custom fields in your workflow, the placeholder is the System Reference name of the field enclosed in double square brackets [[ ]].

For example, a field named “Business Region” may have a system reference name of “BusinessRegion”, so the contents of the field would be pulled in with the placeholder [[BusinessRegion]].

Notes:

The System Reference name does not change if the field name is changed, and may include numbering if duplicate fields exist. For these reasons, you should verify the System Reference name of each field when adding placeholders.

If a field is part of a grid, the placeholders must be included in a table format, described here.

In addition to the workflow information, you can also include system information related to the submission, or the date and time from the server. For a complete list of system variables that can be used in documents, e-mails, and calculated fields, see Appendix B in the User Guide - Calculated Fields document.

Tables



A table can be added to the email template to pull in all entries from a grid, displaying all chosen fields for the first entry, then the second entry, and so on.

The table must be contained within the [[TABLESTART]] and [[TABLEEND]] markers (they are case sensitive). It displays all text between the markers, replacing any placeholders with the appropriate values for that entry, then repeats the line for the next entry in the table.

When adding placeholders for fields within a grid, the System Reference for the grid must be identified along with the System Reference for the field as follows:

[[GridName_FieldName]]

For example, a grid with system reference RegionalPercentages has three fields. The system references for the first two fields are RegionName and Percentage. The third field is not included in the table. The table entry in the email template would appear as follows (markers and placeholders are marked in bold):

[[TABLESTART]]The percentage for region [[RegionalPercentages_RegionName]] is [[RegionalPercentages_Percentage]]%.[[TABLEEND]]

When the email is generated, the table appear as follows (data pulled from the grid is marked in bold):

The percentage for region North America is 40%.

The percentage for region South America is 48%.

The percentage for region Europe is 54%.

Since the third field in the table is not included in the table setup, it is ignored when the table is generated.

Triggers

Triggers can be used to define sections of the email that are only included if certain conditions are met.

The trigger markers [[OW_DOCUMENTTRIGGER_START]] and [[OW_DOCUMENTTRIGGER_END]] are used to mark the beginning and end of the conditional text. After the start marker, the trigger is identified with a standard placeholder containing the name of the trigger, such as [[My Trigger]].

Between the trigger placeholder and the end marker, place all of the text that depends on the trigger.



For example, to add a section to the email that lists special instructions based on two triggers, the following lines could be added (markers and placeholders are marked in bold):

Special Conditions:

[[OW_DOCUMENTTRIGGER_START]][[Premium Client]]This is a premium client. Escalate all issues for immediate attention.[[OW_DOCUMENTTRIGGER_END]][[OW_DOCUMENTTRIGGER_START]][[High-Value Coverage]]This coverage falls under the High-Value regulations.[[OW_DOCUMENTTRIGGER_END]]

If the Premium Client trigger evaluates as true, but the High-Value Coverage trigger evaluates as false, the following is included in the email:

Special Conditions:

This is a premium client. Escalate all issues for immediate attention.

Tip: All spacing and line breaks included within the trigger markers are included or excluded based on the triggers. Care should be taken to place text properly in order to maintain the layout of the document.



Appendix B - Advanced Trigger Design

While the basic setup of triggers can be very useful, they do not take advantage of the full capabilities of the trigger system.

Advanced setups can include triggers within triggers to blend And/Or logic (referred to as “Nested Triggers”), entire pages can be evaluated for any number of conditions, cascading and branching triggers can make complex decisions, all automatically.

Combining triggers and calculated fields opens a world of possibilities, where multiple fields can be run through formulas and functions, with the results being used in multi-stage trigger structures.

Mixing And and Or

While a single trigger can have multiple conditions, with all conditions using the same conjunction (And/Or), some situations require a combination of the two. By creating separate triggers for each group of conditions using the same conjunction, then joining the triggers together in a higher level trigger, a precise set of conditions can be identified.

For example, there are four checkboxes, valued at 1, 2, 4, and 8. A trigger is needed to determine if the combined value of the checked boxes is more than 10. There are multiple solutions for this problem, one of which is detailed below.

The logical formula appears as follows:(Box 8 and (Box 4 or (Box 2 and Box 1)))

Since each trigger needs to be referenced in the trigger above it, we begin with the lowest level, represented in Blue above.

The second level, represented in Green above, can now refer to the third-level trigger.



The top level, represented in Red above, can now be created to complete the structure.

When the top trigger is used anywhere in the system, the system evaluates the conditions and triggers from the top-down until it has a conclusion.



Index

$$If() function 16$Lookup() function 12, 14, 16[[[OW_DOCUMENTTRIGGER_END]] placeholder 142[[OW_DOCUMENTTRIGGER_START]] placeholder 142[[TABLEEND]] placeholder 142[[TABLESTART]] placeholder 142AAccept All Changes option 24, 87, 92, 107ACORD Field field 36Action field 74Actions widget 66, 74, 76Active checkbox 4, 9, 15, 26, 42, 62, 69, 80, 85, 100, 109, 113, 119, 123Active status 126Add & Close button 3, 8, 14, 24, 39, 57, 61, 62, 67, 78, 84, 99, 107, 112, 117, 122Add & New button 57, 61, 122Add button 3, 8, 14, 24, 39, 48, 52, 53, 62, 67, 78, 79, 84, 99, 107, 112, 117, 121, 136, 137, 138Add Field Behavior button 58Add Fields button 52Add Fields window 52Add Panel Behavior button 54Add Screen Behavior button 87Add Version button 15Additional Resources 97Adjustment transaction type 56, 59, 89All function 105All option 132And conjunction 107Any function 105Appendix A - E-mail Syntax 141Appendix B - Advanced Trigger Design 144Associated Fields panel 137, 138



Associated Products panel 138Assured 74Asynchronous communication 76Attachment Type resource 22Attachment Type Settings panel 127Availability / Triggering Conditions panel 77Available Fields panel 52, 53Available Fields window 137, 138Available for Reports checkbox 38Available for Triggers checkbox 38BBackend integration level 76Behavior Selection panel 55, 58, 88Billing menu 121, 123, 124Bind action 67, 74Bind To field 39Bound status 57, 60, 76, 89, 136Browse button 16, 117, 122Bulk Add button 53, 138Business Rules panel 37CCalculate Quote 74Calculate Quote action 74Calculate Quote checkboxes 75Calculated checkbox 38Calculated Field Formula field 38Cancel button 43Cancel option 96Cancellation transaction type 56, 60, 74, 89Checkbox control type 31Checkbox Group control type 31Claims menu 121, 123, 124Claims system 84Clause Library field 40Clause List panel 98, 100, 101Clause Management page 98Clauses 127Clauses menu item 97, 99, 101



Client checkbox 78Client Code field 30Close button 3, 5, 8, 10, 14, 16, 17, 24, 26, 39, 40, 42, 53, 54, 57, 61, 62, 63, 67, 69, 70, 78, 79, 80, 81, 84, 87, 90, 91, 92, 93, 99, 101,

107, 109, 112, 114, 117, 119, 122, 123, 137, 139, 140Code field 3, 8, 14, 23, 25, 30, 47, 66, 73, 84, 86, 98, 104, 122, 126, 127, 129, 130, 137Collapsed checkbox 55Column Layout field 49Combo Box control type 31, 49Communication field 76Compliance Scan integration type 73, 79Configuration menu 121, 123, 124Confirm Cancellation action 74Confirm Reinstatement action 74Conjunction field 107Contains operator 106Control Type field 30, 48Copy button 43Copy Field panel 43Copy Management page 43Copy Row on Adjustment field 51Copy Row on Cancellation field 52Copy Row on Declaration field 51Copy Row on Endorsement field 51Copy Row on Reinstatement field 52Copy Row on Renewal field 51Copying a Field 42Correlated checkbox 21, 36Count function 105Country resource 22Create button 2, 7, 13, 20, 29, 46, 62, 65, 67, 72, 83, 85, 90, 98, 103, 111, 116Created By field 4, 9, 15, 16, 26, 42, 62, 69, 80, 85, 100, 109, 113, 119, 123, 139Creating a New Clause 97Creating a New Cross-Policy Data Configuration 136Creating a New Email Template 111Creating a New Field 29Creating a New Integration Configuration 72Creating a New Option List 20Creating a New Panel 46



Creating a New Premium Type 7Creating a New Product 2Creating a New Screen 65Creating a New Trigger 103Creating a New Workflow 83Cross-Policy Data Configuration page 136Cross-Policy Data Configurations 136Cross-Policy Data Configurations menu item 136, 139Cross-Policy Data Configurations panel 136, 139Currency resource 23Current Screen option 105Custom action 74Custom resource 22DData Source field 36Data Source Properties panel 22Data Type field 137Date Picker control type 31Days From Current function 105Deactivate button 5, 11, 18, 27, 44, 64, 71, 82, 95, 101, 110, 114, 120, 124Deactivating a Clause 101Deactivating a Configuration 81Deactivating a Document Template 119, 124Deactivating a Field 44Deactivating a Lookup Table 17Deactivating a Panel 64Deactivating a Premium Type 10Deactivating a Product 5Deactivating a Screen 70Deactivating a Trigger 109Deactivating a Workflow 94Deactivating an Email Template 114Deactivating an Option List 26Declaration transaction type 56, 59, 89Declined status 57, 60, 89Deductible Type resource 22Default field 38, 40Default option 39



Default panel 40Delete button 19, 54, 62, 63, 70, 80, 92, 93Delete option 25, 92Deleting a Lookup Table Version 18Dependencies panel 108Description field 3, 8, 14, 15, 21, 73, 137Display in Grid checkbox 54Distributor checkbox 78Distributors page 127Document field 76Document Template List panel 116, 118, 119, 121, 123, 124Document Template Management page 116Document Template panel 122Document Template window 121Document Templates 121, 127Document Templates menu item 116, 117, 119, 121, 123, 124Document to be Generated and Signed panel 76Document to Upload field 117, 122Does Not Contain operator 106Double column layout 49Download button 134Download link 17Download Word Ribbon 133Download Word Ribbon panel 134Drop Down control type 31, 49EEdit Field window 53Effective Date 14, 74Effective Date column 17, 19Effective Date field 15E-mail Body field 112Email Subject field 112E-mail Template List panel 111, 113, 114E-mail Templates 127Email Templates menu item 111, 113, 114E-mail Templates page 111Emphasize Action checkbox 76Emphasize Actions checkboxes 66



Enable Data Import checkbox 51Enable Filtering checkbox 51Endorsement transaction type 56, 59, 89Endpoint Code field 74Equals operator 106E-Signature integration type 73, 75Evaluate Calculated Fields For New Rows checkbox 51Existing Resource type 22Export / Import 125Export / Import menu item 125, 128, 131, 132, 133Export button 126Export Documents and Triggers Modified as of field 126Export Lookup Tables button 132Export Lookup Tables field 132Export Lookup Tables panel 131, 132Export Product panel 126Exporting Lookup Tables 131Exporting Products 125External Code field 30, 47, 122External Service option 75FField Behavior Override 57Field Behavior Override page 58Field Behavior Override panel 58Field Initial Value Settings panel 39Field List panel 104Field management page 43Field Management page 29Field Management panel 29, 30Field option 39Field panel 53Field Selection panel 58Fields 127Fields menu item 29, 41, 42, 44Fields option 105Fields panel 29, 41, 43, 44, 52, 53File column 123, 124File Download window 134



Fixed Height when checkbox 35Form control type 48Format field 122Frontend integration level 76Function field 105GGeneral Information panel 3, 8, 14, 21, 47, 65, 66, 73, 83, 84, 85, 86, 98, 99, 104, 112, 117, 137Greater Than operator 106Greater Than or Equals operator 106Grid control type 48, 53, 54Grid Height field 51Grid Settings panel 50GUID 130Guide 1HHeight field 34Help Text field 37, 47Hidden checkbox 38, 55, 88Hidden field 59Hide Thousands Separator checkbox 35Horizontal layout 35Horizontal layout type 48IImport button 40Import Content button 40Import Content page 40Import Log field 129, 131, 133Import Lookup Tables button 133Import Lookup Tables panel 132, 133Import Product button 130Import Product panel 129Import Rich Text Content panel 40Import Workflow button 130Importing Lookup Tables 132Importing Products 128Inactive status 126Include Exclude List control type 31, 49Include Exclude List field 24



Include Universal Triggers checkbox 126Included Fields panel 53Incomplete status 56, 60, 76, 89Indication Provided status 57, 60Initial Value On Adjustment field 39Initial Value On Cancellation field 39Initial Value On Copy field 39Initial Value On Declaration field 39Initial Value On Endorsement field 39Initial Value On Reinstatement field 39Initial Value On Renewal field 39Insurers page 127Integration Configuration column 93Integration Configuration field 91Integration Configuration Management page 72Integration Configuration Settings window 93Integration Configurations 72Integration Configurations menu item 72, 80, 81Integration Configurations panel 72, 81, 82, 90Integration Configurations window 90, 91Integration Level field 76Integration Setup panel 73Integration Specifications panel 75Integration Type field 73Introduction 1KKeep Distributor Association checkbox 129LLabel column 85, 92Label control type 32Label field 23, 66, 86Label Text field 36, 47, 75Labels and Help Text panel 36Large grid height 51Large size 34Last Modified By field 5, 10, 15, 16, 26, 42, 62, 69, 80, 85, 100, 109, 113, 119, 123, 139Layout field 35, 48Less Than operator 106



Less Than or Equals operator 106Limit Type resource 22Line of Business field 3, 8, 21, 36, 48, 67, 84, 99, 112, 117Lookup Table Management page 13, 17Lookup Table Version window 17Lookup Tables 12Lookup Tables field 132Lookup Tables menu item 13, 17, 18Lookup Tables panel 13, 17, 18, 19Lost Quote Reason resource 22Lost status 22, 57, 60, 89, 136MManaging Clauses 97Managing Document Templates for Billing and Claims 121Managing Document Templates for Policies 116Managing Email Templates 111Managing Fields 29Managing Panels 46Managing Screens 65Managing Triggers 103Managing Workflows 83Mapping panel 36Mark as Lost action 74Master Cover 127Master Cover field 126Master Covers 135Master Grid Code field 50Max function 105Maximum Length field 38Medium grid height 51Medium height 34Medium size 34Min function 105Minimum Filter Length field 36Mixing And and Or 144Months From Current function 106Multi Select control type 32Multi-Screen style 84



NName column 4, 9, 17, 19, 25, 41, 43, 53, 62, 63, 70, 80, 81, 92, 94, 100, 108, 113, 118, 123, 139Name field 3, 8, 14, 21, 30, 43, 47, 53, 66, 73, 79, 84, 86, 98, 112, 117, 122, 137New Business transaction type 56, 59, 76, 89New Lookup Table Version window 15Next button 43, 67, 74Next Sequence Number field 127Not Equals operator 106Note Type resource 22OOpen button 117Open option 96Operator field 106Option List 107Option List Items panel 23, 24Option List Management page 20Option Lists 20, 127Option Lists field 33Option Lists menu item 20, 24, 26Option Lists panel 20, 25, 26Or conjunction 107Other Options 105Overwrite Existing Items? checkbox 129PPage Width size 34Panel Behavior Override 54Panel Behavior Override page 54Panel Behavior Override panel 54Panel field 68Panel Management page 46, 54, 62Panel window 67, 68Panels 127Panels menu item 46, 63, 64Panels panel 46, 63, 64, 67Parent Field field 21, 36Parent Grid field 50Parent Option field 23Payment Pending status 57, 60



Perform field 75Perform GUID check checkbox 129Please click here to add new row 23, 86, 104Policy Information window 74Policy Numbering page 127Policy Settings page 127Policy Settings panel 51Policy system 84Policy Transaction Statuses field 78Policy Transaction Types field 56, 78Post-Action option 75Pre-Action option 75Premium Grid control type 48, 53, 54Premium Type 3Premium Type List panel 7, 9, 10Premium Type Management page 7Premium Types 7, 127Premium Types menu item 7, 8, 10Preparing the Lookup File 12Previous button 67Primary Premium field 3Product Description page 127Product Design menu 2, 3, 5, 7, 8, 10, 13, 17, 18, 20, 24, 26, 29, 41, 42, 44, 46, 63, 64, 65, 69, 71, 72, 80, 81, 83, 91, 93, 94, 97, 99,

101, 103, 107, 109, 111, 113, 114, 116, 117, 119, 125, 128, 131, 132, 133, 136, 139Product field 8, 99, 112, 117, 122Product Group 3Product Group field 3Product List panel 2, 4, 5Product Management page 2Products 2, 127Products menu item 2, 3, 5Publish button 94Publishing a Workflow 93QQuote Summary window 74Quoted status 57, 60, 89RRadio Buttons control type 32



Rate Driver checkbox 38Read-Only checkbox 38, 55Read-Only field 59Reference 141Referred status 57, 60, 89Reinstatement Reason resource 22Reinstatement transaction type 56, 60, 74, 89Renewal transaction type 56, 59, 76, 89Request Bind action 67Request Quote action 67Request Special Quote action 67Required checkbox 38Required field 59Resource Type field 22Responsive Disclosure Driver Field field 68Responsive Disclosure Driver Options field 69Rich Text control type 32, 49Rich Text Field control type 40Rounding Precision field 38SSanction List window 79, 80Sanction Lists panel 79Save & Close button 5, 10, 16, 17, 26, 42, 54, 63, 69, 70, 74, 79, 80, 81, 87, 90, 91, 92, 93, 101, 109, 114, 119, 123, 137, 139, 140Save & New button 16, 69, 70, 79, 87, 90, 91Save & Refresh button 74Save / Open 96Save action 74Save button 5, 10, 16, 17, 26, 41, 42, 63, 70, 81, 91, 93, 101, 109, 114, 119, 123, 134, 137, 139, 140Save option 96Save/Open window 126, 132Scale field 38Scan - [List Name] function 106Scope field 104Screen Behavior Override panel 85, 87Screen Behavior Override window 87, 93Screen column 93Screen field 84, 88Screen Management page 65



Screens 127Screens field 78Screens menu item 65, 69, 71Screens panel 65, 70, 71, 86Security Role Selection panel 57, 61, 90Security Roles field 78Select Field field 39Select File field 16Select File to Import field 129, 133Select From List option 132Select Policy Participants to Scan panel 78Select Quote button 74Sequence field 23, 53, 68, 86, 91Setting Default Values for Rich Text Fields 40Short height 34Single column layout 49Single Screen style 84Size field 33, 49Small grid height 51Small size 34, 49Source Transaction option 39State resource 23Static type 22Status panel 4, 9, 14, 15, 16, 25, 41, 42, 62, 69, 80, 84, 85, 100, 109, 113, 118, 122, 139Status Selection panel 56, 60, 89Steps panel 85Steps window 85Style field 84Submission Screens widget 86Sum function 105Synchronous communication 76System Library checkbox 21, 36, 49, 67TTables 141Tall height 35Target System field 84Taxes 128Term Premium column 48



Term Premium Rollup column 48Text Area control type 33, 49Textbox (Decimal) control type 33, 49Textbox (Email) control type 33, 49Textbox (Integer) control type 33, 49Textbox control type 33, 49Threshold field 79Transaction Premium column 48Transaction Premium Rollup column 48Transaction Selection panel 56, 59, 88Trigger field 55, 59, 78, 88Trigger List panel 103, 108, 110Trigger Management page 103, 109Trigger Name field 104Triggers 128, 142Triggers menu item 103, 107, 109Triggers option 105Triggers Used by this Trigger field 109Triggers Using this Trigger field 109Type field 22UUnderwriting Required status 57, 60, 89Universal scope 104Uploading a New Document Template 116, 121Uploading Lookup Tables 13Usage in System field 109VValid Until 74Valid Until Date field 15Validation & Workflow Actions page 75Value field 106Versions panel 14, 17, 19Vertical layout 35Vertical layout type 48View File column 118View Grids 47, 48, 50, 51, 61View Grids panel 62View link 40, 118, 123, 124



Viewing and Modifying a Clause 99Viewing and Modifying a Configuration 80Viewing and Modifying a Cross-Policy Data Configuration 139Viewing and Modifying a Document Template 117, 123Viewing and Modifying a Field 41Viewing and Modifying a Panel 63Viewing and Modifying a Premium Type 8Viewing and Modifying a Product 3Viewing and Modifying a Screen 69Viewing and Modifying a Trigger 107Viewing and Modifying a Workflow 91Viewing and Modifying an Email Template 113Viewing and Modifying an Option List 24Viewing and Modifying Lookup Tables and Versions 17WWorkflow and System Placeholders 141Workflow Configurations 28Workflow Configurations menu 29, 41, 42, 44, 46, 63, 64, 65, 69, 71, 72, 80, 81, 83, 91, 93, 94Workflow field 104Workflow Management page 77, 83, 93, 96Workflow Report 95Workflow Report button 91, 96Workflow scope 104Workflows 127Workflows menu item 83, 91, 93, 94Workflows panel 83, 92, 94, 95YYears From Current function 106


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