Data Replicator Administration
Overview
Data Replicator gives you access to your agency’s data stored within Agency Integrator. Using data from Data Replicator, you can analyze your data in several different ways in a spreadsheet, design form letters and other data-related tasks. Data Replicator is designed to a be a simple and elegant way for your agency to capitalize on valuable agent and production data contained within Agency Integrator. Your agency will have the ability to access this data from your local network as often as desired.
Data Replicator is administered through the user interface of Agency Integrator.
Scope
Although this replicated data is updated in only one direction, that is, from Agency Integrator to your computer, it can be combined with other data tables to create a customized agency data mart. Due to the nature of Agency Integrator’s centrally hosted model, data replication enables your agency to have access to your valuable business information locally and on a timely basis.
The data file will be read-only which means that you can only use the data from this file; you cannot write to the file. This preserves the integrity of the data contained within the file.
The file is a delimited text file. The default field delimiter is set as TAB but can be changed in Data Replicator Administration. The row delimiter will be a carriage return/line feed (CR/LF). Non-numeric fields will be enclosed in double-quotes (“) as the default text qualifier. If you require single-quote (‘) or no text qualifier notify your iPipeline Customer Account Manager.
Support
iPipeline is responsible for providing the text files to the SFTP site. The Agency is responsible for taking the text files that are provided by iPipeline and creating/supporting its own queries and reports in the database program of the agency’s choice. iPipeline is unable to support database programs an agency may choose to use.
Prerequisite – New Data Replicator
Contact your Customer Account Manager or the iPipeline AMS Help Desk at amssupport@ipipeline.com to turn on Data Replicator. To access Data Replicator, you must either create a new User Role containing Data Replicator User Rights and add it to those users you wish to have access, or add the rights to an existing Role and assign Users the Data Replicator User Right.
Accessing Data Replicator Administration
Once the proper User Rights have been assigned:
1. click on Administration, from the top menu bar.
2. Hover over System on the sub-menu bar, and click Data Replicator.
The Data Replicator Administration screen displays, containing a settings area at the top of the screen, and tabs across the bottom of the screen for each group of data tables:
Delimiter: Set your desired option. Choices are:
- TAB
- Comma (,)
- Pipe (|)
- Semicolon (;)
Frequency: Set your desired option. Choices are:
- Daily
- Weekly
- Monthly
- Quarterly
Show NULLs: Check the box to have Agency Integrator send the null value, instead of the default low and high values on date fields. If unchecked and using Microsoft Access, low and high values will be sent, and Access will error and place #Num! as the value in the field.
Notification Email: Required field, to receive system generated emails that will be sent on a monthly basis to this email address, notifying customers if they are using fields that have been deprecated (Only receive an email if you are using depreciated fields.)
Notify When Generated: You will receive email notifying you of successful completion of the date replicator process each night. This check box will allow you to enable or disable the daily notification.
Last Processed: Displays the date the last Data Replicator file was processed and sent to the sftp site.
Last Process Time: Displays the time the last Data Replicator file was processed and sent to the sftp site.
Inactivated Time: If applicable, displays the date the Data Replicator process was inactivated.
Inactivated By: If applicable, displays the name of the user who inactivated the Data Replicator process.
Data Groups and Tables
The bottom half of the Data Replicator Administration screen contains tabs for Data Groups within Agency Integrator, Tables within those Groups, and individual Fields within those Tables. Use the checkboxes next to the fields to include those fields in your custom Data Replicator file.
1. To Select All or Unselect All click the checkbox in the column header . If you would like to include all fields in a particular table.
2. Use the Selected checkboxes on each field to turn individual fields on or off.
3. Click on the Data Group tabs to include tables and fields of your choosing in the Data Replicator file.
Any field that is a Char 1 format and has “Flag” as part of the description is a “Selection Box” meaning in AI, the field is a checkbox that can be marked or left blank. In the Data replicator file, a 1 will mean that this selection is checked in AI and a blank or 0 will mean that it is not checked. If it does not follow this rule additional information will be in the Description box.
Custom Name Option
If desired, populate the Custom Name field to have a label of your choice placed on fields within the Data Replicator file. For example, the field name is AGPCOMID, but I can choose to have “App ID” populated as the field label instead. If the Custom Name field is left blank, the field Name visible on this screen will be used in the file.
4. Once desired settings have been populated, click OK to save your changes and exit Data Replicator Administration.
Setup Data Replicator Directory
Before you begin downloading your data from Data Replicator, you need to have the correct setup on your computer in which to place your data files.
Complete the following steps to set up the directory on your computer:
1. Open Windows Explorer, by right-clicking on the Start menu.
2. Select Explore, or by clicking the Windows Explorer icon on your Taskbar.
3. Create a new Library and Folder that will be used to store the files for Data Replicator. For example, create one called Agency Integrator. This can be done by clicking New Library and New Folder.
You now have a directory on your hard drive titled “Agency Integrator”. The next steps will discuss how to access your data from Data Replicator.
Download the AIDATA.ZIP.PGP file:
1. Click the file and select Open
2. File Download dialog box will appear. Choose to Save the file and Save as:
3. Save As dialog box appears. You can accept the default file name (AIDATA.ZIP in our example) or you can enter your own. Select the Agency Integrator folder that you created earlier. This is where all of your data from Data Replicator should be saved:
4. Click SAVE button to save the file to the selected location on your hard drive.
5.Depending upon the speed of your connection, it may take a while for this, or any, file to download. A progress message box will appear to display the download progress. Since this download will consume some of your system resources, you might consider downloading the file(s) after business hours.
6.Once the files are downloaded, you will need to unzip the files and save them to the same folder.
7. Once the files have been unzipped you are ready to link/import the files into a database program of your choice. If need assistance with this process, please consult the documentation for the database program.
Data Dictionary
Please note that any field that is a Char 1 format and has “Flag” as part of the description is a “Selection Box” meaning in AI the field is a check box that can be marked or left blank. In the Data replicator file a 1 will mean that this selection is checked in AI and a blank or 0 will mean that it is not checked. If it does not follow this rule additional information will be in the Description box.
You have the option to change a field name in Data Replicator Administration by using the Custom Name.
Application Tab
Table Name | Field Name | Description | Data Type |
AGPCOM | AGPCOMID | Primary Key | Integer |
AGPCOM | AGTNO | Foreign key to ENTITY (ENTITYID) | Integer |
AGPCOM | AGTPCT | Case ownership percentage | Float |
AGPCOM | APTID | Foreign Key to LICAPP (LICAPPID) | Integer |
AGPCOM | AUXID | Auxiliary ID | Varchar (128) |
AGPCOM | AWORGANID | Foreign Key to AWORGAN | Integer |
AGPCOM | CASEID | Foreign key to CASE | Integer |
AGPCOM | CHGBY | Last changed user | Varchar (128) |
AGPCOM | CHGDATE | Last changed date | Date |
AGPCOM | CHGTIME | Last changed time | Time |
AGPCOM | COMLVL | Order of agents on case | Integer |
AGPCOM | CRTBY | Created By user | Varchar(128) |
AGPCOM | CRTDATE | Created date | Date |
AGPCOM | CRTTIME | Time created | Time |
AGPCOM | GENREQ | Generate requirements flag (1=Yes, 2=No) | Varchar(128) |
AGPCOM | HIEDTLID | Foreign key to HIEDTLP | Integer |
AGPCOM | LICID | Foreign key to LICENS (LICENSID) | Integer |
ANNUITY_PAYMENT | SOURCE | Payment source | Varchar(200) |
ANNUITY_PAYMENT | APPLICATION_ID | Foreign key to Case (CASEID) | Integer |
ANNUITY_PAYMENT | ID | Primary Key | Integer |
ANNUITY_PAYMENT | ANNUITY_PAYMENT_TYPE_ | Foreign key to ANNUITY_PAYMENT_TYPE | Integer |
ID | |||
ANNUITY_PAYMENT | YEAR | Year payment was received | Integer |
ANNUITY_PAYMENT | PAYMENT_AMOUNT | Payment amount | Float |
ANNUITY_PAYMENT | DATE_REQUESTED | Requested Date | Date |
ANNUITY_PAYMENT | DATE_RECEIVED | Received Date | Date |
ANNUITY_PAYMENT_TYPE | ID | Primary Key | Integer |
ANNUITY_PAYMENT_TYPE | DESCRIPTION | Payment description | Varchar(128) |
APS | APSREQID | Primary Key | Integer |
APS | APSDATD | APS day | Integer |
APS | APSDATM | APS month | Integer |
APS | APSDATY | APS Year | Integer |
APS | CASEID | Foreign key to CASE | Integer |
APS | ENTITYID | Foreign key to ENTITY | Integer |
APSCAT | APSCATID | APS Category ID | Integer |
APSCAT | CHGBY | Last changed user | Varchar(128) |
APSCAT | CHGDATE | Last changed date | Date |
APSCAT | CHGTIME | Last changed time | Time |
APSCAT | CRTBY | Created By user | Varchar(128) |
APSCAT | CRTDATE | Created date | Date |
APSCAT | CRTTIME | Time created | Time |
APSCAT | LONGDSC | Long Description | Varchar(128) |
APSCAT | SHORTDSC | Short Description | Varchar(128) |
CASADDP | CASEID | Foreign key to CASE | Integer |
CASADDP | CHGBY | Last changed user | Varchar(128) |
CASADDP | CHGDATE | Last changed date | Date |
CASADDP | CHGTIME | Last changed time | Time |
CASADDP | CNTBEN | Contingent Beneficiary | Varchar(128) |
CASADDP | CNTBENRL | Contingent beneficiary relationship | Varchar(128) |
CASADDP | CRTBY | Created By user | Varchar(128) |
CASADDP | CRTDATE | Created date | Date |
CASADDP | HIPPACOV | Applying for HIPPA coverage flag | Varchar(128) |
CASADDP | NOTES | NOTES | Note(32,767) |
CASADDP | OWNADDR1 | Policy Owner Address 1 | Varchar(128) |
CASADDP | OWNADDR2 | Policy Owner Address 2 | Varchar(128) |
CASADDP | OWNCITY | Policy Owner City | Varchar(128) |
CASADDP | OWNER | Policy Owner | Varchar(128) |
CASADDP | OWNERREL | Policy Owner Relationship | Varchar(128) |
CASADDP | OWNSTATE | Policy Owner State | Varchar(128) |
CASADDP | OWNZIP | Policy Owner ZIP | Varchar(128) |
CASADDP | PRGRPCOV | Prior group coverage flag | Varchar(128) |
CASADDP | PRMBEN | Primary Beneficiary | Varchar(128) |
CASADDP | PRMBENRL | Primary beneficiary relationship | Varchar(128) |
CASADDP | PURPINS | Purpose of Insurance | Varchar(128) |
CASADDP | RPLAMT | Replacement amount | Float |
CASADDP | RPLCAPLN | Replacement carrier and plan | Varchar(128) |
CASADDP | RPLFLAG | Replaces Existing insured Flag | Varchar(128) |
CASADDP | RPLPURP | Replacement purpose (B=business P=personal) | Varchar(128) |
CASALD | ALRTTEXT | TEXT | Varchar(128) |
CASALD | CASALDID | Foreign key to CASALH | Integer |
CASALD | CASALHID | Foreign key to CASALH | Integer |
CASALH | ACTIVE | Active (Y/N) | Varchar(128) |
CASALH | CASALHID | Primary Key | Integer |
CASALH | CASEID | Foreign key to CASE | Integer |
CASALH | CHGBY | Last changed user | Varchar(128) |
CASALH | CHGDATE | Last changed date | Date |
CASALH | CRTBY | Created By user | Varchar(128) |
CASALH | CRTDATE | Created date | Date |
CASE | APFTNM | First Name | Varchar(128) |
CASE | APLTNM | Last Name | Varchar(128) |
CASE | APMDLI | Middle Initial | Varchar(128) |
CASE | APPEML | Email Address | Varchar(128) |
CASE | APPFAX | Fax | Integer |
CASE | APPPHN | Phone Number | Integer |
CASE | APPSRCID | Application Source ID | Integer |
CASE | APPSSN | SSN | Varchar(128) |
CASE | ARCHGDTE | Auto Receipting Update Date | Date |
CASE | ARERRDTE | Auto Receipting Error Date | Date |
CASE | AUXID | Auxiliary ID | Varchar(128) |
CASE | AWORGANID | Foreign Key to AWORGAN | Integer |
CASE | BENEFIT | Benefit | Varchar(128) |
CASE | CARRID | Foreign key to CARRIER | Integer |
CASE | CASEID | Primary Key | Integer |
CASE | CHGBY | Last changed user | Varchar(128) |
CASE | CHGDATE | Last changed date | Date |
CASE | CHGTIME | Last changed time | Time |
CASE | COUNTRY | Country | Varchar(128) |
CASE | CRTBY | Created By user | Varchar(128) |
CASE | CRTDATE | Created date | Date |
CASE | CRTTIME | Time created | Time |
CASE | CWAAMT | Cash with application amount | Float |
CASE | DLVDUE | Date the delivery requirements are due to the carrier | Date |
CASE | DLVORD | Date the delivery requirements were ordered by the carrier | Date |
CASE | DOBAPP | Date of Birth | Date |
CASE | DRVLICNO | Drivers license number | Varchar(128) |
CASE | DRVLICST | Drivers License State | Varchar(128) |
CASE | ELIGIBLW | Number of Eligible waiver for group cases | Integer |
CASE | FSTAGT | First agent (primary) on the application – links to ENTITY table ENTITYID | Integer |
CASE | FSTPCT | Percentage of the case for the first agent | Float |
CASE | GPDETAILID | Foreign key to GPDETAIL | Integer |
CASE | HABITID | Foreign key to HABIT | Integer |
CASE | IADR | Address line 1 | Varchar(128) |
CASE | IADR2 | Address line 2 | Varchar(128) |
CASE | IADR3 | Address line 3 | Varchar(128) |
CASE | ICITY | City | Varchar(128) |
CASE | INFORMID | NEW Key If a formal case started as informal, this is a link to the informal case | Integer |
CASE | INQNO | OLD Key if formal case started as informal, used to link to informal case-do not use | Integer |
CASE | ISAGE | Issue age of the policy | Integer |
CASE | ISCMPFLG | IS Complete Flag | Varchar(128) |
CASE | ISTAT | State code | Varchar(128) |
CASE | IZIP | Zip code | Varchar(128) |
CASE | LIVES | #Lives for a group policy | Integer |
CASE | LSTAENUM | Last used Additional insured number | Integer |
CASE | NAMESUF | Suffix | Varchar(128) |
CASE | NONELIGW | Number of Non Eligible waiver for group cases | Integer |
CASE | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
CASE | PLACED | Date the application is moved to any ‘In Force or Closed’ status | Date |
CASE | POLDTE | Policy Date | Date |
CASE | POLNO | Carrier policy number for the case | Varchar(128) |
CASE | PRODID | Foreign key to Plan (PLANID). PRODID and PLANID are interchangeable. | Integer |
CASE | REFUND | Date the cash with application is refunded | Date |
CASE | RELATID | ID to relate this case to another case | Integer |
CASE | REVIEWDT | Review Date | Date |
CASE | SCE | Source F=formal application, I=Informal application, S=Pre-application | Varchar(128) |
CASE | SEX | Gender of the proposed insured | Varchar(128) |
CASE | SGNSTA | Application signed state | Varchar(128) |
CASE | SIGNED | Application signed date | Date |
CASE | STATUS | Current status on the case, refer to CASTATUS table CASTATUSCD field | Varchar(128) |
CASE | STSCHG | Date the status was last changed | Date |
CASE | SUBMITTD | Date the application is submitted to the carrier | Date |
CASE | SUSPEND | Date the case is put into an “S” (suspend) status | Date |
CASE | TRACKINGID | XML Tracking ID | Varchar(128) |
CASE | UCASEMGR | Case manager | Varchar(128) |
CASE | WRKPHN | Work Phone Number | Integer |
CASE | XMLCRTBY | XML Create by User ID | Varchar(128) |
CASE_SUPPORT | AFFIRM_CASE_ID | Affirm Case ID | Bigint |
CASE_SUPPORT | CASE_ID | Foreign key to Case (CASEID) | Integer |
CASE_SUPPORT | CELL_PHONE | Insured Cell Phone | Integer |
CASE_SUPPORT | CRM_OPPORTUNITY_ | Date Matched to CRM Opportunity | Timestamp |
CONVERSION | |||
CASE_SUPPORT | IGO_SUBMISSION_ID | IGO Submission ID | Varchar(128) |
CASE_SUPPORT | INTERNAL_STATUS_DATE | Date Internal Status changed | Date |
CASE_SUPPORT | INTERNAL_STATUS_ID | Foreign key to Internal_Status | Bigint |
CASE_SUPPORT | MODIFIED | Changed timestamp | Timestamp |
CASE_SUPPORT | MODIFIED_BY | User modified | Varchar(128) |
CASE_SUPPORT | PRODUCT_Variation_ID | Foreign key to Internal_Status | Bigint |
CASE_SUPPORT | Save_Age_Flag | Save age | Integer |
CASE_SUPPORT | RECEIVED_DATE | Case Received Date | Date |
CASEPREM | ANNUPREM | Annual Premium | Float |
CASEPREM | BASEPREM | Base Premium | Float |
CASEPREM | CASEID | Foreign key to CASE | bigint |
CASEPREM | CHGBY | Last changed user | Varchar(128) |
CASEPREM | CHGDATE | Last changed date | Date |
CASEPREM | CHGTIME | Last changed time | Time |
CASEPREM | CLASSID | Foreign key to CLASS | bigint |
CASEPREM | CMONEFEE | Commissionable premium one time fee | Float |
CASEPREM | CMPOLFEE | Commissionable premium for policy fee | Float |
CASEPREM | CMSPCFEE | Commissionable premium for special fee | Float |
CASEPREM | CMSPCRID | Commissionable premium for special rider | Float |
CASEPREM | CRTBY | Created By user | Varchar(128) |
CASEPREM | CRTDATE | Created date | Date |
CASEPREM | DUMPPREM | Dump-in Premium amount | Float |
CASEPREM | EXCPREM | Excess Premium | Float |
CASEPREM | FDURA | Flat Years | bigint |
CASEPREM | FRATE | Flat Rate | Float |
CASEPREM | ISSUE_Type_ID | Foreign Key to ISSUE_TYPE | Integer |
CASEPREM | INITPREM | Initial Premium | Float |
CASEPREM | MODALFAC | Modal Factor | Float |
CASEPREM | MODE | Payment frequency: A=Annual, SA=Semi-annual, Q=Quarterly, M=Monthly, 1=Single | Varchar(128) |
CASEPREM | MODEPREM | Modal Premium | Float |
CASEPREM | NOTES | Notes | Note(32,767) |
CASEPREM | NQTRANS | Non-Qualified Transfer | Float |
CASEPREM | ONEFEE | One Time Fee | Float |
CASEPREM | ONLY1035 | 1035 Premium | Float |
CASEPREM | PAYMTHID | Foreign key to PAYMTH | bigint |
CASEPREM | PFEEWAIV | Policy fee waived flag | Varchar(128) |
CASEPREM | PLFEECOM | Commissionable policy fee flag | Varchar(128) |
CASEPREM | POLFEE | Policy fee | Float |
CASEPREM | PREM1035 | DUMPPREM + ONLY1035 | Float |
CASEPREM | QROLLOV | Qualified Rollover | Float |
CASEPREM | QTRANS | Qualified Transfer | Float |
CASEPREM | RCVDATE | Received Date | Date |
CASEPREM | SPCFEE | Special fee | Float |
CASEPREM | SPCRID | Special rider premium | Float |
CASEPREM | TARGPREM | TARGET PREMIUM | Float |
CASEPREM | TPCT | Table percentage for rating | bigint |
CASEPREM | TRATE | TABLE RATING | bigint |
CASERATE | ADJOVR | Adjust override, Y=Adjust | Varchar(128) |
CASERATE | CASEID | Foreign key to CASE | Integer |
CASERATE | CASERATEID | Primary Key | Integer |
CASERATE | COMSRCID | Foreign key to ENTITY (ENTITYID). Identifies which writing agent was responsible for the transaction. | Integer |
CASERATE | ECCASOWNID | Foreign key to ECCASOWN | Integer |
CASERATE | ENTITYID | Foreign key to ENTITY | Integer |
CASERATE | FROMYEAR | From year | Integer |
CASERATE | MGAPAID | MGA Paid (Y/N) | Varchar(128) |
CASERATE | OVRSEQ | The order the payouts will come out. This is used primarily for payments based on adjusted override | Integer |
CASERATE | RATE | Rate | Float |
CASERATE | RATEBASEID | Foreign key to RATEBASE | Integer |
CASERATE | RATESRCID | Foreign key to RATESRC | Integer |
CASERATE | SOURCEFILE | File For Source ID | Varchar(128) |
CASERATE | SOURCEID | Source ID – For commission rate records entered manually this will be zero. If non-zero, it is the ID of the COMMRATE record | Integer |
CASERATE | THRUYEAR | Through year | Integer |
CASRIDP | CASEID | Foreign key to CASE | Integer |
CASRIDP | CASRIDID | Primary Key | Integer |
CASRIDP | CRTBY | Created By user | Varchar(128) |
CASRIDP | CRTDATE | Created date | Date |
CASRIDP | RIDERID | Foreign key to RIDER | Integer |
CPRANNU | ANNUTYPE | Type of annuity: SD=SPDA, S=SPIA, F=FPDA, V=Variable, C=Combo | Varchar(128) |
CPRANNU | CASEID | Foreign key to CASE | Integer |
CPRANNU | CASHRFND | Cash refund flag for installment / premium flag | Varchar(128) |
CPRANNU | CERTLIFE | Certain and life flag | Varchar(128) |
CPRANNU | CERTONLY | Certain only flag | Varchar(128) |
CPRANNU | CHGBY | Last changed user | Varchar(128) |
CPRANNU | CHGDATE | Last changed date | Date |
CPRANNU | CHGTIME | Last changed time | Time |
CPRANNU | CLPERIOD | Certain and life period | Varchar(128) |
CPRANNU | COPERIOD | Certain Only Period | Varchar(128) |
CPRANNU | CRTBY | Created By user | Varchar(128) |
CPRANNU | CRTDATE | Created date | Date |
CPRANNU | INSTRFND | Installment / premium refund and life flag | Varchar(128) |
CPRANNU | INTRTAPP | Interest rate applied for | Float |
CPRANNU | INTRTISS | Interest rate issued | Float |
CPRANNU | JNTSVPCT | If joint, % to survivor | Float |
CPRANNU | LIFEONLY | Life only flag for installment / premium 1=Checked, blank=not checked | Varchar(128) |
CPRANNU | NONQFUND | Non qualified funds flag | Varchar(128) |
CPRANNU | NOTES | Notes | Note(32,767) |
CPRANNU | QFNDTYPE | Type of qualified funds I=IRA, R=Roth IRA, SE=SEP-IRA, S=Simple IRA, K=401k, T=TSA, B=403b, O=Other | Varchar(128) |
CPRANNU | QUALFUND | Qualified funds flag | Varchar(128) |
CPRANNU | SPDATYPE | SPDA subtype: E=Equity indexed annuity, M=Multi-year guarantee, B=Bond index, S=Single-year guarantee | Varchar(128) |
CPRANNU | SPIATYPE | SPIA subtype: J=Joint, S=Single | Varchar(128) |
CPRANNU | SURCHGDT | Date surrender charges expire | Date |
CPRDSBL | BASEBNFT | Base Benefit | Float |
CPRDSBL | BNFTPER | Benefit Period | Varchar(128) |
CPRDSBL | CASEID | Foreign key to CASE | Integer |
CPRDSBL | CHGBY | Last changed user | Varchar(128) |
CPRDSBL | CHGDATE | Last changed date | Date |
CPRDSBL | CHGTIME | Last changed time | Time |
CPRDSBL | CRTBY | Created By user | Varchar(128) |
CPRDSBL | CRTDATE | Created date | Date |
CPRDSBL | EIFBNFT | Existing in Force Benefit | Float |
CPRDSBL | EIFBPER | Existing n force benefit period | Varchar(128) |
CPRDSBL | EIFCARR | Existing in Force Carrier | Varchar(128) |
CPRDSBL | EIFELIM | Existing In force elimination period | Varchar(128) |
CPRDSBL | EIFPDBY | Existing In Force Paid By | Varchar(128) |
CPRDSBL | EIFPLAN | Existing in Force Plan | Varchar(128) |
CPRDSBL | ELIMPER | Elimination Period | Varchar(128) |
CPRDSBL | INCOME | Income | Integer |
CPRDSBL | LUMPBNFT | Lump Sum Benefit | Float |
CPRDSBL | MLDSCPCT | Monthly Benefit | Float |
CPRDSBL | MNTHBNFT | Monthly Benefit | Float |
CPRDSBL | MULTDSCT | Multi-life discount flag | Varchar(128) |
CPRDSBL | NOTES | Notes | Note(32,767) |
CPRDSBL | OCCUPTN | Occupation of the proposed insured | Varchar(128) |
CPRDSBL | OCPCLASS | Occupational class | Varchar(128) |
CPRDSBL | PAIDBY | Paid by (Employer, Employee) | Varchar(128) |
CPRDSBL | SCLOFFST | Social security offset | Float |
CPRHLTH | ADNCOPAY | Additional copay flag | Varchar(128) |
CPRHLTH | ASSOCPLN | Association plan name | Varchar(128) |
CPRHLTH | CASEID | Foreign key to CASE | Integer |
CPRHLTH | CHGBY | Last changed user | Varchar(128) |
CPRHLTH | CHGDATE | Last changed date | Date |
CPRHLTH | CHGTIME | Last changed time | Time |
CPRHLTH | COPAYAMT | Co-payment amount | Float |
CPRHLTH | CRTBY | Created By user | Varchar(128) |
CPRHLTH | CRTDATE | Created date | Date |
CPRHLTH | EPOFLG | EPO Flag | Varchar(128) |
CPRHLTH | HDFLAG | High Deductible | Varchar(128) |
CPRHLTH | HMOFLG | HMO Flag | Varchar(128) |
CPRHLTH | INCOINS | In network coinsurance | Float |
CPRHLTH | INDEDUCT | In Network Deductible | Float |
CPRHLTH | INDEMNTY | Indemnity flag | Varchar(128) |
CPRHLTH | INSTPLOS | In Network Stop Loss | Float |
CPRHLTH | LFMAXAMT | Lifetime Maximum Amount | Float |
CPRHLTH | LFMAXFLG | Lifetime Maximum Flag | Varchar(128) |
CPRHLTH | LIFEINS | Life insurance amount | Float |
CPRHLTH | MDCARENM | Val Medicare card number | Varchar(128) |
CPRHLTH | NETWORK | Name of the network for PPO | Varchar(128) |
CPRHLTH | NOTES | Notes | Note(32,767) |
CPRHLTH | ONCOINS | Out of network coinsurance | Float |
CPRHLTH | ONDEDUCT | Out of network deductible | Float |
CPRHLTH | ONSTPLOS | Out of Network Stop Loss | Float |
CPRHLTH | PPOFLG | PPO Flag | Varchar(128) |
CPRHLTH | RIDCHIR | Rider chiropractor flag | Varchar(128) |
CPRHLTH | RIDCOVG | Rider 24 hour coverage flag | Varchar(128) |
CPRHLTH | RIDDEPLF | Rider dependent life flag | Varchar(128) |
CPRHLTH | RIDDNTAL | Rider dental flag | Varchar(128) |
CPRHLTH | RIDMAT | Rider maternity flag | Varchar(128) |
CPRHLTH | RIDMNTL | Rider mental health flag | Varchar(128) |
CPRHLTH | RIDOTHR | Rider other flag | Varchar(128) |
CPRHLTH | RIDPRESC | Rider prescription flag | Varchar(128) |
CPRHLTH | RIDSUPAC | Riders supplemental accident flag | Varchar(128) |
CPRHLTH | RIDVISN | Rider vision flag | Varchar(128) |
CPRLIFE | ADDLFACE | Additional face amount on life | Integer |
CPRLIFE | CASEID | Foreign key to CASE | Integer |
CPRLIFE | CHGBY | Last changed user | Varchar(128) |
CPRLIFE | CHGDATE | Last changed date | Date |
CPRLIFE | CHGTIME | Last changed time | Time |
CPRLIFE | CRTBY | Created By user | Varchar(128) |
CPRLIFE | CRTDATE | Created date | Date |
CPRLIFE | CSHGARAG | Cash value guarantee age | Integer |
CPRLIFE | CSHGARAM | Cash value guarantee amount | Float |
CPRLIFE | CSHTOTAG | Cash value total amount age | Integer |
CPRLIFE | CSHTOTAM | Cash value total amount | Float |
CPRLIFE | EIFCARR | Existing in Force Carrier | Varchar(128) |
CPRLIFE | EIFFACE | Existing In force face amount | Float |
CPRLIFE | EIFPLAN | Existing in Force Plan | Varchar(128) |
CPRLIFE | FACE | Face Amount | Integer |
CPRLIFE | INCDTHBN | Increasing death benefit flag | Varchar(128) |
CPRLIFE | INTRATE | Interest rate | Float |
CPRLIFE | LVLDTHBN | Level death benefit flag | Varchar(128) |
CPRLIFE | MORTCHG | Mortality Charge | Float |
CPRLIFE | NOTES | Notes | Note(32,767) |
CPRLIFE | REENTRY | Reentry flag | Varchar(128) |
CPRLTC | AIBCFLG | AIB/Inflation Rider compound flag | Varchar(128) |
CPRLTC | AIBCMPD | AIB/Inflation Rider compound amount | Float |
CPRLTC | AIBSFLG | AIB/Inflation Rider Simple flag | Varchar(128) |
CPRLTC | AIBSMPL | AIB/Inflation Rider Simple amount | Float |
CPRLTC | AICPIFLG | AIB/Inflation Rider CPI flag | Varchar(128) |
CPRLTC | AICPIPCT | AIB/Inflation Rider CPI amount | Float |
CPRLTC | CASEID | Foreign key to CASE | Integer |
CPRLTC | CHGBY | Last changed user | Varchar(128) |
CPRLTC | CHGDATE | Last changed date | Date |
CPRLTC | CHGTIME | Last changed time | Time |
CPRLTC | CRTBY | Created By user | Varchar(128) |
CPRLTC | CRTDATE | Created date | Date |
CPRLTC | DSCASFLG | Discount association flag | Varchar(128) |
CPRLTC | DSCASSOC | Discount association amount | Varchar(128) |
CPRLTC | DSCMARR | Discount married amount | Varchar(128) |
CPRLTC | DSCMRFLG | Discount married flag | Varchar(128) |
CPRLTC | DSCNAMT | Discount Amount | Integer |
CPRLTC | DSCNTYPE | Discount Type | Varchar(128) |
CPRLTC | DSCSPFLG | Discount spouse flag | Varchar(128) |
CPRLTC | DSCSPOUS | Discount spouse amount | Varchar(128) |
CPRLTC | HLTHDSCN | Preferred Health Discount | Varchar(128) |
CPRLTC | HOMEBNFT | Home healthcare benefit amount | Integer |
CPRLTC | HOMEBPER | Home healthcare benefit period | Varchar(128) |
CPRLTC | HOMEELIM | Home healthcare elimination period | Varchar(128) |
CPRLTC | HOMEFREQ | Home health care frequency (Daily, monthly, quarterly, semi-annual, annual) | Varchar(128) |
CPRLTC | HOMEPCNT | Home healthcare percentage | Float |
CPRLTC | HOMEPOUT | Home health care Premium Payout Type | Varchar(128) |
CPRLTC | INFLAMT | Inflation Amount | Float |
CPRLTC | INFLOPT | Inflation Option | Varchar(128) |
CPRLTC | NOTES | Notes | Note(32,767) |
CPRLTC | NURSBNFT | Nursing home benefit amount | Integer |
CPRLTC | NURSBPER | Nursing home benefit period | Varchar(128) |
CPRLTC | NURSELIM | Nursing home elimination period | Varchar(128) |
CPRLTC | NURSFREQ | Nursing home frequency (Daily, monthly, quarterly, semi-annual, annual) | Varchar(128) |
CPRLTC | NURSPOUT | Nursing Premium Payout Type | Varchar(128) |
GPDETAIL | ADDR1 | Address line 1 | Varchar(128) |
GPDETAIL | ADDR2 | Hierarchy level | Varchar(128) |
GPDETAIL | ADDR3 | Address line 3 | Varchar(128) |
GPDETAIL | CASEMGR | Case manager | Varchar(128) |
GPDETAIL | CHGBY | Last changed user | Varchar(128) |
GPDETAIL | CHGDATE | Last changed date | Date |
GPDETAIL | CHGTIME | Last changed time | Time |
GPDETAIL | CITY | City | Varchar(128) |
GPDETAIL | CNTEML | Group contact E-mail address | Varchar(128) |
GPDETAIL | CNTFAX | Group contact fax number | Integer |
GPDETAIL | CNTFNAME | Group contact first name | Varchar(128) |
GPDETAIL | CNTLNAME | Group contact last name | Varchar(128) |
GPDETAIL | CNTMIDL | Group contact middle initial | Varchar(128) |
GPDETAIL | CNTPHEXT | Group contact phone extension | Varchar(128) |
GPDETAIL | CNTPHONE | Phone number | Integer |
GPDETAIL | CRTBY | Created By user | Varchar(128) |
GPDETAIL | CRTDATE | Created date | Date |
GPDETAIL | CRTTIME | Time created | Time |
GPDETAIL | FTEMPL | Full Time Employee | Integer |
GPDETAIL | GPDETAILID | Primary Key | Integer |
GPDETAIL | GRPDBA | Group DBA | Varchar(128) |
GPDETAIL | GRPEML | Group information E-mail | Varchar(128) |
GPDETAIL | GRPFAX | Group information fax | Integer |
GPDETAIL | GRPNAME | Group name | Varchar(128) |
GPDETAIL | GRPPHONE | Group information phone | Integer |
GPDETAIL | LSTAENUM | Last used Additional insured number | Integer |
GPDETAIL | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
GPDETAIL | PTEMPL | Part Time Employee | Integer |
GPDETAIL | STATE | State Code | Varchar(128) |
GPDETAIL | STATUS | Status (A=Active, I=Inactive) | Varchar(128) |
GPDETAIL | TAXID | Federal tax id | Varchar(128) |
GPDETAIL | ZIPCODE | Zip code | Varchar(128) |
GPEMPPOL | AENUM | Unique number for each employee added to that group policy | Integer |
GPEMPPOL | CASEID | Foreign key to CASE | Integer |
GPEMPPOL | CHGBY | Last changed user | Varchar(128) |
GPEMPPOL | CHGDATE | Last changed date | Date |
GPEMPPOL | CHGTIME | Last changed time | Time |
GPEMPPOL | CRTBY | Created By user | Varchar(128) |
GPEMPPOL | CRTDATE | Created date | Date |
GPEMPPOL | CRTTIME | Time created | Time |
GPEMPPOL | ENDDATE | End Date | Date |
GPEMPPOL | GPDETAILID | Foreign key to GPDETAIL | Integer |
GPEMPPOL | GPEMPPOLID | Primary Key | Integer |
GPEMPPOL | GPSTATUSID | Foreign key to GPSTATUS | Integer |
GPEMPPOL | STRDATE | Start Date | Date |
GPSTATUS | GPSTATUSID | Primary Key | Integer |
GPSTATUS | GPSTNAME | Group status name | Varchar(128) |
GPSTATUS | GPSTSDESC | Group status description | Varchar(128) |
INFORCE | CASEID | Foreign key to CASE | Integer |
INFORCE | ASOFDATE | As of date | Date |
INFORCE | PAIDTODT | Paid to date | Date |
INFORCE | ANPAYAMT | Annual payment amount | Integer |
INFORCE | NETSURRV | Net surrender value | Integer |
INFORCE | CASHVALU | Cash Value | Integer |
INFORCE | DTHBENFT | Death Benefit | Integer |
INFORCE | NETDEATH | Net Death Benefit | Integer |
INFORCE | MODE | Payment frequency: A=Annual, SA=Semi-annual, Q=Quarterly, M=Monthly, 1=Single | Varchar(128) |
INFORCE | MODEPREM | Modal premium | Integer |
INFORCE | PRMDUEDT | Premium due date | Date |
INFORCE | REINSTAT | Reinstatement Deadline | Date |
INFORCE | CONVRSDT | Conversion date | Date |
INFORCE | OWNERNAM | Owner Name | Varchar(128) |
INFORCE | BILLADDR | Owner address | Varchar(128) |
INFORCE | BILLCITY | Owner City | Varchar(128) |
INFORCE | BILLST | Owner State | Varchar(128) |
INFORCE | BILLZIP | Owner Zip Code | Varchar(128) |
INFORCE | LSTPRMDT | Last Premium Date | Date |
INFORCE | COLLATER | Collateral Assignment /Indicator | Varchar(128) |
INFORCE | PARTICIP | Participating Indicator | Varchar(128) |
INFORCE | MEC | MEC Indicator | Varchar(128) |
INFORCE | LPREMAMT | Last Premium Amount | Integer |
INFORCE | LAPSPREM | Lapse Premium | Integer |
INFORCE | DIVPAID | Last Dividend Paid Amount | Integer |
INFORCE | DIVCV | Dividend Cash Value | Integer |
INFORCE | LOANBAL | Loan Balance | Integer |
INFORCE | CNVRTFAC | Convertible Face | Integer |
INFORCE | POLVALUE | Policy Value | Integer |
INFORCE | NFO | NFO | Varchar(128) |
INFORCE | DIVTYPE | Dividend Type | Varchar(128) |
INFORCE | CRTDATE | Created date | Date |
INFORCE | CRTTIME | Time created | Time |
INFORCE | CRTBY | Created By user | Varchar(128) |
INFORCE | CHGDATE | Last changed date | Date |
INFORCE | CHGTIME | Last changed time | Time |
INFORCE | CHGBY | Last changed user | Varchar(128) |
INTERNAL_STATUS | ACTIVE_FLAG | Status available (1=Yes) | bigint |
INTERNAL_STATUS | CREATED | Created timestamp | Timestamp |
INTERNAL_STATUS | CREATED_BY | User created | Varchar(128) |
INTERNAL_STATUS | DEFAULT_FLAG | Status marked as default (1=Yes) | bigint |
INTERNAL_STATUS | DESCRIPTION | Description | Varchar(128) |
INTERNAL_STATUS | ID | Primary key | bigint |
INTERNAL_STATUS | MODIFIED | Changed timestamp | Timestamp |
INTERNAL_STATUS | MODIFIED_BY | User modified | Varchar(128) |
INTERNAL_STATUS | SORT_ORDER | Display order | bigint |
INTERNAL_STATUS_APPLICATION_HISTORY | APPLICATION_ID | Foreign key to Case (CASEID) | bigint |
INTERNAL_STATUS_APPLICATION_HISTORY | CREATED | Created timestamp | Timestamp |
INTERNAL_STATUS_APPLICATION_HISTORY | CREATED_BY | Created By user | Timestamp |
INTERNAL_STATUS_APPLICATION_HISTORY | INTERNAL_STATUS_ID | Foreign Key to INTERNAL_STATUS (ID) | Integer |
ISSUE_TYPE | CREATED | Date Record Created | Timestamp |
ISSUE_TYPE | DESCRIPTION | Description | VarChar(128) |
ISSUE_TYPE | ID | Unique ID | Integer |
ISSUE_TYPE | MODIFIED | Date record was last changed | Timestamp |
LIFSETLN | LIFSETLNID | Primary Key | Integer |
LIFSETLN | LIFSETTLID | Foreign key to LIFSETTL | Integer |
LIFSETLN | NOTE | Notes | Varchar(128) |
LIFSETTL | ANNUPREM | Annual premium | Float |
LIFSETTL | CARRID | Foreign key to CARRIER | Integer |
LIFSETTL | CASEID | Foreign key to CASE | Integer |
LIFSETTL | CHGBY | Last changed user | Varchar(128) |
LIFSETTL | CHGDATE | Last changed date | Date |
LIFSETTL | CHGTIME | Last changed time | Time |
LIFSETTL | CRTBY | Created By user | Varchar(128) |
LIFSETTL | CRTDATE | Created date | Date |
LIFSETTL | CRTTIME | Time created | Time |
LIFSETTL | FACEAMT | Face Amount | Integer |
LIFSETTL | ISSUEDATE | Issue Date | Date |
LIFSETTL | ISSUESTATE | Issue state | Varchar(128) |
LIFSETTL | LIFSETTLID | Primary Key | Integer |
LIFSETTL | OFFERAMT | Annual Premium | Float |
LIFSETTL | POLNO | Carrier policy number for the case | Varchar(128) |
LIFSETTL | PREMIUM | Premium amount | Float |
LIFSETTL | SUBCATID | Foreign key to SUBCATID | Integer |
LIFSETTL | SURRENDER | Surrender value | Integer |
NEWEXT | AEADR1 | address line 1 | Varchar(128) |
NEWEXT | AEADR2 | address line 2 | Varchar(128) |
NEWEXT | AEADR3 | address line 3 | Varchar(128) |
NEWEXT | AEAGE | AE Age | Integer |
NEWEXT | AECITY | City | Varchar(128) |
NEWEXT | AEDOBD | Date of birth day | Integer |
NEWEXT | AEDOBM | Date of birth month | Integer |
NEWEXT | AEDOBY | Date of birth Year | Integer |
NEWEXT | AEEML | Email Address | Varchar(128) |
NEWEXT | AEFACE | Face Amount | Integer |
NEWEXT | AEFAX | Fax Number | Integer |
NEWEXT | AEFLAT | Flat Extra Amount | Float |
NEWEXT | AEFLTD | Flat Extra Duration | Integer |
NEWEXT | AENAMF | First Name | Varchar(128) |
NEWEXT | AENAML | Last Name | Varchar(128) |
NEWEXT | AENAMM | Middle Initial | Varchar(128) |
NEWEXT | AENUM | Additional Insured number | Integer |
NEWEXT | AEPHN | Phone Number | Integer |
NEWEXT | AESEX | Sex | Varchar(128) |
NEWEXT | AESOC | SSN | Varchar(128) |
NEWEXT | AESTATE | State | Varchar(128) |
NEWEXT | AETAB | Table Rating | Integer |
NEWEXT | AETPCT | Table Rating Percentage | Integer |
NEWEXT | AETYP | System internal identifier – do not use: P, F or blank | Varchar(128) |
NEWEXT | AEZIP | ZIP | Varchar(128) |
NEWEXT | AUXID | Auxiliary ID | Varchar(128) |
NEWEXT | BENEFIT | Benefit | Varchar(128) |
NEWEXT | CASEID | Foreign key to CASE | Integer |
NEWEXT | CHGBY | Last changed user | Varchar(128) |
NEWEXT | CHGDATE | Last changed date | Date |
NEWEXT | CHGTIME | Last changed time | Time |
NEWEXT | CLASSID | Foreign key to CLASS | Integer |
NEWEXT | COUNTRY | Country | Varchar(128) |
NEWEXT | CRTBY | Created By user | Varchar(128) |
NEWEXT | CRTDATE | Created date | Date |
NEWEXT | CRTTIME | Time created | Time |
NEWEXT | GRPCOMP | Group Company | Varchar(128) |
NEWEXT | HABITID | Foreign key to HABIT | Integer |
NEWEXT | HIREDATE | Hired Date | Date |
NEWEXT | NAMESUF | Suffix | Varchar(128) |
NEWEXT | NEWEXTID | Primary Key | Integer |
NEWEXT | TERMDATE | Terminated Date | Date |
NEWEXT | WRKPHEXT | Work Phone Extension | Varchar(128) |
NEWEXT | WRKPHONE | Work Phone Number | Integer |
NOTE_APPLICATION_REQUIREMENT | APPLICATION_REQUIREMENT_ID | Application Requirement ID | bigint |
NOTE_APPLICATION_REQUIREMENT | CREATED | Created Date | Timestamp |
NOTE_APPLICATION_REQUIREMENT | CREATED_BY | User created | Varchar(128) |
NOTE_APPLICATION_REQUIREMENT | ID | Primary Key | bigint |
NOTE_APPLICATION_REQUIREMENT | MODIFIED | Modified date | Timestamp |
NOTE_APPLICATION_REQUIREMENT | MODIFIED_BY | User modified | Varchar(128) |
NOTE_APPLICATION_REQUIREMENT | NOTE | Note | Varchar(32000) |
NOTE_PREMIUM | APPLICATION_ID | Note | Varchar(32000) |
NOTE_PREMIUM | CREATED | Foreign key to Case (CASEID) | Integer |
NOTE_PREMIUM | CREATED_BY | Created date | Timestamp |
NOTE_PREMIUM | ID | User created | Varchar(128) |
NOTE_PREMIUM | MODIFIED | Primary Key | Integer |
NOTE_PREMIUM | MODIFIED_BY | Modified date | Timestamp |
NOTE_PREMIUM | NOTE | User modified | Varchar(128) |
NOTE_PRODUCT_SPECIFIC | APPLICATION_ID | Note | Varchar(32000) |
NOTE_PRODUCT_SPECIFIC | CREATED | Foreign key to Case (CASEID) | Integer |
NOTE_PRODUCT_SPECIFIC | CREATED_BY | Created date | Timestamp |
NOTE_PRODUCT_SPECIFIC | ID | User created | Varchar(128) |
NOTE_PRODUCT_SPECIFIC | MODIFIED | Primary Key | Integer |
NOTE_PRODUCT_SPECIFIC | MODIFIED_BY | Modified date | Timestamp |
NOTE_PRODUCT_SPECIFIC | NOTE | User modified | Varchar(128) |
NOTE_PRODUCT_SPECIFIC | PRODUCT_CATEGORY_ID | Note | Varchar(32000) |
PAYMTH | DESC | Payment Method description | Varchar(128) |
PAYMTH | PAYMTHID | Primary Key | Integer |
PLREQOF | CARRID | Foreign key to CARRIER | Integer |
PLREQOF | PLANID | Foreign key to PLAN | Integer |
PLREQOF | PLREQOFID | Primary Key | Integer |
PLREQOF | RMCODE | Foreign key to RMCODE | Varchar(128) |
PLREQOF | RMRQOF | Required Of Default | Varchar(128) |
REQFLE | CASEID | Foreign key to CASE | Integer |
REQFLE | CHGBY | Last changed user | Varchar(128) |
REQFLE | CHGDATE | Last changed date | Date |
REQFLE | CHGTIME | Last changed time | Time |
REQFLE | CRTBY | Created By user | Varchar(128) |
REQFLE | DOCID | Document Vault ID | Integer |
REQFLE | FOLDATE | Follow Up Date | Date |
REQFLE | FORMSID | Forms ID – System internal identifier | Integer |
REQFLE | GPDETAILID | Foreign key to GPDETAIL | Integer |
REQFLE | LICID | Foreign key to LICENS (LICENSID) | Integer |
REQFLE | RCVCHGDTE | Requirement waived | Date |
REQFLE | RECDATE | Requirement received date | Date |
REQFLE | RECTIME | Received Time | Time |
REQFLE | REQCARORD | Requirement carrier ordered date | Date |
REQFLE | REQCARREC | Requirement carrier received date | Date |
REQFLE | REQCDE | Requirement Code | Varchar(128) |
REQFLE | REQCRTDT | Requirement create date | Date |
REQFLE | REQCRTTM | Requirement create time | Time |
REQFLE | REQDATE | Requirement ordered date | Date |
REQFLE | REQDSC | Requirement code description | Varchar(128) |
REQFLE | REQINS | Insured that the requirement is for when there is more then one insured | Integer |
REQFLE | REQNOTE | Requirement Note | Note(32,767) |
REQFLE | REQOF | Requirement required of (AG = Agency, US = MGA, CO = Carrier) | Varchar(128) |
REQFLE | REQQTEID | Foreign key to INFQTEP (IQQTEID) | Integer |
REQFLE | REQREQID | Primary Key | Integer |
REQFLE | REQSYSID | Requirement Info System Key | Varchar(128) |
REQFLE | REQTYP | Requirement type (D = Delivery, U = Underwriting, L = License, Q = Questionnaire) | Varchar(128) |
REQFLE | REQTYPE | Type of requirement (R = Requirement, F = Form) | Varchar(128) |
REQFLE | REQWAIV | Requirement waived flag – not in use | Varchar(128) |
REQFLE | RQSTATUSID | Status of the Requirement (3 = Waived, 4 = Outstanding, 7 = Received, 8=Cancelled) | Integer |
REQFLE | STSCHGDT | Status changed date | Date |
REQFLE | TSKCMPDTE | System internal identifier – do not use | Date |
REQFLE | TSKCMPFLG | System internal identifier – do not use | Varchar(128) |
REQFLE | UNIQID | Carrier Unique ID | Varchar(128) |
REQTYPE | RMTQTP | Primary Key | Varchar(128) |
REQTYPE | RTDESC | Requirement code description | Varchar(128) |
REQUIREMENT | CODE | Code | Varchar(128) |
REQUIREMENT | DESCRIPTION | Description | Varchar(128) |
REQUIREMENT | ID | Unique ID | bigint |
REQUIREMENT | REQUIREMENT_TYPE_ID | Foreign Key to REQUIREMENT | Integer |
REQUIREMENT | REQUIREMENT_REQUIRED_OF_ID | REQUIREMENT_REQUIRED_OF_ID | Integer |
REQUIREMENT_REQUIRED_OF | ID | Unique ID | bigint |
REQUIREMENT_REQUIRED_OF | DESCRIPTION | Description | varchar(128) |
REQUIREMENT_TYPE | ID | Unique ID | bigint |
REQUIREMENT_TYPE | DESCRIPTION | Description | varchar(128) |
RIDANSWR | ANSWER | Question answer | Varchar(128) |
RIDANSWR | CASEID | Foreign key to CASE | Integer |
RIDANSWR | CASRIDID | Foreign key to CASRIDP | Integer |
RIDANSWR | CHGBY | Last changed user | Varchar(128) |
RIDANSWR | CHGDATE | Last changed date | Date |
RIDANSWR | CHGTIME | Last changed time | Time |
RIDANSWR | CRTBY | Created By user | Varchar(128) |
RIDANSWR | CRTDATE | Created date | Date |
RIDANSWR | RIDERID | Foreign key to RIDER | Integer |
RIDANSWR | RIDQUID | Foreign key to RIDQUEST | Integer |
RIDCARP | CARRID | Foreign key to CARRIER | bigint |
RIDCARP | PRDCATID | Foreign key to PRDCATP | bigint |
RIDCARP | RIDERID | Foreign key to RIDER | bigint |
RIDER | CHGBY | Last changed user | Varchar(128) |
RIDER | CHGDATE | Last changed date | Date |
RIDER | CHGTIME | Last changed time | Time |
RIDER | CRTBY | Created By user | Varchar(128) |
RIDER | CRTDATE | Created date | Date |
RIDER | DESCR | Rider description | Varchar(128) |
RIDER | NAME | Name | Varchar(128) |
RIDER | PERM | Internal system id, do not use | Varchar(128) |
RIDER | PRDCATID | Foreign key to PRDCATP | Integer |
RIDER | RIDERID | Primary Key | Integer |
RIDQUEST | CHGBY | Last changed user | Varchar(128) |
RIDQUEST | CHGDATE | Last changed date | Date |
RIDQUEST | CHGTIME | Last changed time | Time |
RIDQUEST | DATATYPE | Data type | Varchar(128) |
RIDQUEST | ORDER | Order | Integer |
RIDQUEST | PRDCATID | Foreign key to PRDCATP | Integer |
RIDQUEST | QUESTION | Question | Varchar(128) |
RIDQUEST | REQUIRED | Answer required flag. Y = Required, N = Not required | Varchar(128) |
RIDQUEST | RIDERID | Foreign key to RIDER | Integer |
RIDQUEST | RIDQUID | Primary Key | bigint |
RQVMST | APSFLG | APS flag | Varchar(128) |
RQVMST | DVACTIVE | Document Vault active flag | Varchar(128) |
RQVMST | DVCUSTNAME | Document Vault customer name | Varchar(128) |
RQVMST | Varchar(128) | ||
RQVMST | NAME | Name | Varchar(128) |
RQVMST | PHONE | Phone | bigint |
RQVMST | PREFTYPECD | Preference type code | Varchar(128) |
RQVMST | RQVMSTID | Primary Key | bigint |
RQVMST | URL | URL | Varchar(128) |
RQVREQ | CARRID | Carrier ID | bigint |
RQVREQ | REQREQID | Requirement ID | bigint |
RQVREQ | RQVMSTID | Vendor ID | bigint |
RQVREQ | VENDORID | Vendor Order ID | Varchar(128) |
STATHIST | CASEID | Foreign key to CASE | Integer |
STATHIST | CHGBY | Last changed user | Varchar(128) |
STATHIST | CHGDATE | Last changed date | Date |
STATHIST | CHGTIME | Last changed time | Time |
STATHIST | SCE | Source F=formal application, I=Informal application, S=Pre-application | Varchar(128) |
STATHIST | STATUS | Status changed to | Varchar(128) |
STSEVT | DESCR | Status Event description | Varchar(128) |
STSEVT | STSEVTID | Primary Key | Integer |
USRDTA | CASEID | Foreign key to CASE | Integer |
USRDTA | CHGBY | Last changed user | Varchar(128) |
USRDTA | CHGDATE | Last changed date | Date |
USRDTA | CHGTIME | Last changed time | Time |
USRDTA | CRTBY | Created By user | Varchar(128) |
USRDTA | CRTDATE | Created date | Date |
USRDTA | FLDDTA | Custom field data | Varchar(128) |
USRDTA | USRDTAID | Primary Key | Integer |
USRDTA | USRFLDID | Foreign key to USRFLD | Integer |
USRFLDCAR | CARRIERID | Foreign key to CARRIER (CARRID) | Integer |
USRFLDCAR | USRFLDCAID | Primary Key | Integer |
USRFLDCAR | USRFLDID | Foreign key to USRFLD | Integer |
USRORG | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
USRORG | USRFLDID | Foreign key to USRFLD | Integer |
USRSEL | CRTBY | Created By user | Varchar(128) |
USRSEL | CRTDATE | Created date | Date |
USRSEL | CRTTIME | Time created | Time |
USRSEL | HIDE | Hide | Varchar(128) |
USRSEL | ORDER | Order | Integer |
USRSEL | SELECTID | Primary Key | Integer |
USRSEL | SELNAME | Selection Name | Varchar(128) |
USRSEL | USRFLDID | Foreign key to USRFLD | Integer |
Codes Tab
Table Name | Field Name | Description | Data Type |
CDAGENT | ACTIVE | Active (Y/N) | Date |
CDAGENT | AGENTID | Foreign key to ENTITY (ENTITYID) | Integer |
CDAGENT | CDAGENTID | Primary Key | Integer |
CDAGENT | CODEID | Foreign key to CDCODE | Integer |
CDAGENT | CREATED | Created date | Timestamp |
CDAGENT | FAMILYID | Foreign key to CDFAMILY | Integer |
CDAGENT | INACTIVE | Inactive Date | Date |
CDAGENT | MODIFIED | Modified Date | Timestamp |
CDAGENT | MODIFIEDBY | User modified | Varchar(128) |
CDAPP | AGENTID | Foreign key to ENTITY (ENTITYID) | Integer |
CDAPP | APPID | Foreign key to CASE | Integer |
CDAPP | CDAGENTID | Foreign key to CDAGENT | Integer |
CDAPP | CDAPPID | Primary Key | Integer |
CDAPP | CODEID | Foreign key to CDCODE | Integer |
CDAPP | CREATED | Created date | Timestamp |
CDAPP | CREATEDBY | User created | Varchar(128) |
CDAPP | FAMILYID | Foreign key to CDFAMILY | Integer |
CDCODE | ACTIVE | Active Date | Date |
CDCODE | APPLIESTO | Applies To | Integer |
CDCODE | CODEID | Primary Key | Integer |
CDCODE | CREATED | Created date | Timestamp |
CDCODE | DESCR | Code Description | Varchar(128) |
CDCODE | FAMILYID | Foreign key to CDFAMILY | Integer |
CDCODE | INACTIVE | Inactive date | Date |
CDCODE | MODIFIED | Modified date | Timestamp |
CDCODE | MODIFIEDBY | User modified | Varchar(128) |
CDCODE | NAME | Name | Varchar(128) |
CDCODE | RETRO | Flag indicating code should apply to prior applications. Y = Yes, N = No | Varchar(128) |
CDCRITERIA | CODEID | Foreign key to CDCODE | Integer |
CDCRITERIA | CRITERIA | Criteria for assignment | Varchar(128) |
CDCRITERIA | HIVALUE | High value | Varchar(128) |
CDCRITERIA | LOVALUE | Low value | Note(32,767) |
CDCRITERIA | OPERATION | Operation | Varchar(128) |
CDCRITERIA | VALUE3 | Value 3 | Varchar(128) |
CDCRITERIA | VALUE4 | Value 4 | Varchar(128) |
CDFAMILY | ACTIVE | Active Date | Date |
CDFAMILY | CREATED | Created date | Timestamp |
CDFAMILY | DESCR | Code Family Description | Varchar(128) |
CDFAMILY | FAMILYID | Primary Key | Integer |
CDFAMILY | INACTIVE | Inactive date | Date |
CDFAMILY | MODIFIED | Modified date | Timestamp |
CDFAMILY | MODIFIEDBY | User modified | Varchar(128) |
CDFAMILY | NAME | Name | Varchar(128) |
CDFAMILY | OVERLAP | Flag indicating that more than one code within a code family can be assigned to an agent Y = Yes, N = No | Varchar(128) |
CDFAMILY | REMOVABLE | Removable flag (If Y users can not remove this family from the system) | Varchar(128) |
CDORG | CODEID | Foreign key to CDCODE | Integer |
CDORG | CREATED | Created date | Timestamp |
CDORG | CREATEDBY | User created | Varchar(128) |
CDORG | FAMILYID | Foreign key to CDFAMILY | Integer |
CDORG | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
CDSELECT | CODETYPE | Code Type: AGNT = Agent, APP = Application, AUTO = Auto Assign | Varchar(128) |
CDSELECT | DESCRIPTION | Code Select Description | Varchar(128) |
CDSELECT | FIELDTYPE | Field Type | Varchar(128) |
CDSELECT | ISBETWEEN | Is Between (1 or 0) | Varchar(128) |
CDSELECT | LISTORDER | List order | Integer |
CDSELECT | QUOTABLE | Quotable | Varchar(128) |
CDSELECT | SELECTID | Select Code ID | Varchar(128) |
Comments Tab
Table Name | Field Name | Description | Data Type |
AGENT_COMMENT | CARRIER_ID | Foreign key to CARRIER (CARRID) |
Integer |
AGENT_COMMENT | COMMENT_CATEGORY_ID | Foreign key to COMMENT_CATEGORY (ID) | Integer |
AGENT_COMMENT | COMMENT_DUE_TIME_ID | Foreign key to COMMENT_DUE_TIME (ID) | Integer |
AGENT_COMMENT | COMMENT_DURATION_ID | Foreign key to COMMENT_DURATION (ID) | Integer |
AGENT_COMMENT | COMMENT_EVENT_ID | Foreign key to COMMENT_ EVENT (ID) |
Integer |
AGENT_COMMENT | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
AGENT_COMMENT | COMMENT_PRIORITY_ID | Foreign key to COMMENT_PRIORITY(ID) | Integer |
AGENT_COMMENT | COMMENT_RESOLUTION_ID | Foreign key to COMMENT_RESOLUTION (ID) | Integer |
AGENT_COMMENT | COMMENT_STATUS_ID | Foreign key to COMMENT_ STATUS (ID) |
Integer |
AGENT_COMMENT | COMMENT_SUBCATEGORY_ ID |
Foreign key to COMMENT_ SUBCATEGORY(ID) |
Integer |
AGENT_COMMENT | COMMENT_TYPE_ID | Foreign key to COMMENT_ TYPE (ID) |
Integer |
AGENT_COMMENT | COMPLETED | Completed date | Timestamp |
AGENT_COMMENT | CONFIDENTIAL_FLAG | Mark comment as confidential (1=Yes) | Integer |
AGENT_COMMENT | CREATED | Created date | Timestamp |
AGENT_COMMENT | CREATED_BY_USER_ID | User created | Integer |
AGENT_COMMENT | CUSTOMER_ID | Customer ID | Integer |
AGENT_COMMENT | DESCRIPTION | Description | Varchar(128) |
AGENT_COMMENT | DUE_DATE | Due Date | Date |
AGENT_COMMENT | FOLLOWUP_DATE | Follow Up Date | Date |
AGENT_COMMENT | FROM_USER_ID | User created | Integer |
AGENT_COMMENT | ID | Primary Key | Integer |
AGENT_COMMENT | KEYID | Foreign key to CASE (CASEID) | Integer |
AGENT_COMMENT | MODIFIED | Modified date | Timestamp |
AGENT_COMMENT | MODIFIED_BY_USER_ID | Modified by user | Integer |
AGENT_COMMENT | ORGANIZATION_ID | Foreign key to AWORGAN (AWOID) |
Integer |
AGENT_COMMENT | PARENT_ID | Parent comment for a Reply or Forward | Integer |
AGENT_COMMENT | REOCCUR_DAYS | Recurring comment days between recurrence | Integer |
AGENT_COMMENT | REOCCUR_FLAG | Recurring comment (1=Yes) | Integer |
AGENT_COMMENT_DETAIL | COMMENT | Comment data | Clob |
AGENT_COMMENT_DETAIL | COMMENT_ID | Foreign key to COMMENT (ID) | Integer |
AGENT_COMMENT_DETAIL | CREATED | Created date | Timestamp |
AGENT_COMMENT_DETAIL | CREATED_BY_USER_ID | User created | Integer |
AGENT_COMMENT_DETAIL | CUSTOMER_ID | Customer ID | Integer |
AGENT_COMMENT_DETAIL | ID | Primary Key | Integer |
AGENT_COMMENT_USER | COMMENT_ID | Foreign key to COMMENT (ID) | Integer |
AGENT_COMMENT_USER | CUSTOMER_ID | Customer ID | Integer |
AGENT_COMMENT_USER | ID | Primary Key | Integer |
AGENT_COMMENT_USER | USER_ID | User ID | Integer |
APPLICATION_COMMENT | CARRIER_ID | Foreign key to CARRIER (CARRID) |
Integer |
APPLICATION_COMMENT | COMMENT_CATEGORY_ID | Foreign key to COMMENT_CATEGORY (ID) | Integer |
APPLICATION_COMMENT | COMMENT_DUE_TIME_ID | Foreign key to COMMENT_DUE_TIME (ID) | Integer |
APPLICATION_COMMENT | COMMENT_DURATION_ID | Foreign key to COMMENT_DURATION (ID) | Integer |
APPLICATION_COMMENT | COMMENT_EVENT_ID | Foreign key to COMMENT_ EVENT (ID) |
Integer |
APPLICATION_COMMENT | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
APPLICATION_COMMENT | COMMENT_PRIORITY_ID | Foreign key to COMMENT_PRIORITY(ID) | Integer |
APPLICATION_COMMENT | COMMENT_RESOLUTION_ID | Foreign key to COMMENT_RESOLUTION (ID) | Integer |
APPLICATION_COMMENT | COMMENT_STATUS_ID | Foreign key to COMMENT_ STATUS (ID) |
Integer |
APPLICATION_COMMENT | COMMENT_SUBCATEGORY_ID | Foreign key to COMMENT_ SUBCATEGORY(ID) |
Integer |
APPLICATION_COMMENT | COMMENT_TYPE_ID | Foreign key to COMMENT_ TYPE (ID) |
Integer |
APPLICATION_COMMENT | COMPLETED | Completed date | Timestamp |
APPLICATION_COMMENT | CONFIDENTIAL_FLAG | Mark comment as confidential (1=Yes) | Integer |
APPLICATION_COMMENT | CREATED | Created date | Timestamp |
APPLICATION_COMMENT | CREATED_BY_USER_ID | User created | Integer |
APPLICATION_COMMENT | CUSTOMER_ID | Customer ID | Integer |
APPLICATION_COMMENT | DESCRIPTION | Description | Varchar(128) |
APPLICATION_COMMENT | DUE_DATE | Due Date | Date |
APPLICATION_COMMENT | FOLLOWUP_DATE | Follow Up Date | Date |
APPLICATION_COMMENT | FROM_USER_ID | User created | Integer |
APPLICATION_COMMENT | ID | Primary Key | Integer |
APPLICATION_COMMENT | KEYID | Foreign key to CASE (CASEID) | Integer |
APPLICATION_COMMENT | MODIFIED | Modified date | Timestamp |
APPLICATION_COMMENT | MODIFIED_BY_USER_ID | Modified by user | Integer |
APPLICATION_COMMENT | ORGANIZATION_ID | Foreign key to AWORGAN (AWOID) |
Integer |
APPLICATION_COMMENT | PARENT_ID | Parent comment for a Reply or Forward |
Integer |
APPLICATION_COMMENT | REOCCUR_DAYS | Recurring comment days between recurrence |
Integer |
APPLICATION_COMMENT | REOCCUR_FLAG | Recurring comment (1=Yes) | Integer |
APPLICATION_COMMENT_ DETAIL |
COMMENT | Comment data | Clob |
APPLICATION_COMMENT_ DETAIL |
COMMENT_ID | Foreign key to COMMENT (ID) | Integer |
APPLICATION_COMMENT_ DETAIL |
CREATED | Created date | Timestamp |
APPLICATION_COMMENT_ DETAIL |
CREATED_BY_USER_ID | User created | Integer |
APPLICATION_COMMENT_ DETAIL |
CUSTOMER_ID | Customer ID | Integer |
APPLICATION_COMMENT_ DETAIL |
ID | Primary Key | Integer |
APPLICATION_COMMENT_ USER |
COMMENT_ID | Foreign key to COMMENT (ID) | Integer |
APPLICATION_COMMENT_ USER |
CUSTOMER_ID | Customer ID | Integer |
APPLICATION_COMMENT_ USER |
ID | Primary Key | Integer |
APPLICATION_COMMENT_ USER |
USER_ID | User ID | Integer |
COMMENT | CARRIER_ID | Foreign key to CARRIER (CARRID) |
Integer |
COMMENT | COMMENT_CATEGORY_ID | Foreign key to COMMENT_CATEGORY (ID) | Integer |
COMMENT | COMMENT_DUE_TIME_ID | Foreign key to COMMENT_DUE_TIME (ID) | Integer |
COMMENT | COMMENT_DURATION_ID | Foreign key to COMMENT_DURATION (ID) | Integer |
COMMENT | COMMENT_EVENT_ID | Foreign key to COMMENT_ EVENT (ID) |
Integer |
COMMENT | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
COMMENT | COMMENT_PRIORITY_ID | Foreign key to COMMENT_PRIORITY(ID) | Integer |
COMMENT | COMMENT_RESOLUTION_ID | Foreign key to COMMENT_RESOLUTION (ID) | Integer |
COMMENT | COMMENT_STATUS_ID | Foreign key to COMMENT_ STATUS (ID) |
Integer |
COMMENT | COMMENT_SUBCATEGORY_ID | Foreign key to COMMENT_SUBCATEGORY(ID) | Integer |
COMMENT | COMMENT_TYPE_ID | Foreign key to COMMENT_ TYPE (ID) |
Integer |
COMMENT | COMPLETED | Completed date | Timestamp |
COMMENT | CONFIDENTIAL_FLAG | Mark comment as confidential (1=Yes) | Integer |
COMMENT | CREATED | Created date | Timestamp |
COMMENT | CREATED_BY_USER_ID | User created | Integer |
COMMENT | CUSTOMER_ID | Customer ID | Integer |
COMMENT | DESCRIPTION | Description | Varchar(128) |
COMMENT | DUE_DATE | Due Date | Date |
COMMENT | FOLLOWUP_DATE | Follow Up Date | Date |
COMMENT | FROM_USER_ID | User created | Integer |
COMMENT | ID | Primary Key | Integer |
COMMENT | KEYID | Foreign key to CASE (CASEID) | Integer |
COMMENT | MODIFIED | Modified date | Timestamp |
COMMENT | MODIFIED_BY_USER_ID | Modified by user | Integer |
COMMENT | ORGANIZATION_ID | Foreign key to AWORGAN (AWOID) |
Integer |
COMMENT | PARENT_ID | Parent comment for a Reply or Forward | Integer |
COMMENT | REOCCUR_DAYS | Recurring comment days between recurrence |
Integer |
COMMENT | REOCCUR_FLAG | Recurring comment (1=Yes) | Integer |
COMMENT_CATEGORY | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
COMMENT_CATEGORY | CUSTOMER_ID | Customer ID | Integer |
COMMENT_CATEGORY | DESCRIPTION | Description | Varchar(128) |
COMMENT_CATEGORY | ID | Primary Key | Integer |
COMMENT_DETAIL | COMMENT | Comment data | Clob |
COMMENT_DETAIL | COMMENT_ID | Foreign key to COMMENT (ID) | Integer |
COMMENT_DETAIL | CREATED | Created date | Timestamp |
COMMENT_DETAIL | CREATED_BY_USER_ID | User created | Integer |
COMMENT_DETAIL | CUSTOMER_ID | Customer ID | Integer |
COMMENT_DETAIL | ID | Primary Key | Integer |
COMMENT_DUE_TIME | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
COMMENT_DUE_TIME | DUE_TIME | Time of day | Time |
COMMENT_DUE_TIME | ID | Primary Key | Integer |
COMMENT_DURATION | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
COMMENT_DURATION | DURATION | Duration in minutes | Varchar(128) |
COMMENT_DURATION | ID | Primary Key | Integer |
COMMENT_EVENT | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
COMMENT_EVENT | CUSTOMER_ID | Customer ID | Integer |
COMMENT_EVENT | DESCRIPTION | Description | Varchar(128) |
COMMENT_EVENT | ID | Primary Key | Integer |
COMMENT_ILLUSTRATION | CARRIER_NOTES | Special Instructions | Note(32,767) |
COMMENT_ILLUSTRATION | CLASS | Class | Varchar(128) |
COMMENT_ILLUSTRATION | CLIENT_AGE | Client Age | Varchar(128) |
COMMENT_ILLUSTRATION | CLIENT_GENDER | Client Gender | Varchar(128) |
COMMENT_ILLUSTRATION | CLIENT_HEIGHT_FT | Client Height Feet | bigint |
COMMENT_ILLUSTRATION | CLIENT_HEIGHT_IN | Client Height Inches | bigint |
COMMENT_ILLUSTRATION | CLIENT_NAME | Client Name | Varchar(128) |
COMMENT_ILLUSTRATION | CLIENT_STATE | Client State | Varchar(128) |
COMMENT_ILLUSTRATION | CLIENT_WEIGHT | Client Weight | Varchar(128) |
COMMENT_ILLUSTRATION | COMMENT_ID | ID of associated Comment | bigint |
COMMENT_ILLUSTRATION | CREATED | Date record Created | Timestamp |
COMMENT_ILLUSTRATION | CREATED_BY_USER_ID | Created By User | bigint |
COMMENT_ILLUSTRATION | FACE_AMOUNT | Face/Benefit Amount | Float |
COMMENT_ILLUSTRATION | ID | Unique ID | bigint |
COMMENT_ILLUSTRATION | ILL_1035 | 1035 | Float |
COMMENT_ILLUSTRATION | MODIFIED | Date record was last changed | Timestamp |
COMMENT_ILLUSTRATION | MODIFIED_BY_USER_ID | Modified By User | bigint |
COMMENT_ILLUSTRATION | NUMBER_RUN | Number Of Times Illustration Ran | bigint |
COMMENT_ILLUSTRATION | NUMBER_SENT | Number of times Illustration Sent | bigint |
COMMENT_ILLUSTRATION | PREMIUM | Premium | Float |
COMMENT_ILLUSTRATION | PRODUCT_CATEGORY_ID | Product Category ID | bigint |
COMMENT_ILLUSTRATION | PRODUCT_ID | Product ID | bigint |
COMMENT_ILLUSTRATION | PRODUCT_TYPE_ID | Product Type ID | bigint |
COMMENT_ILLUSTRATION | RIDER | Rider | Varchar(128) |
COMMENT_ILLUSTRATION | SAVE_AGE | Save Age Flag | Varchar(128) |
COMMENT_ILLUSTRATION | SOLD | Sold Flag | Varchar(128) |
COMMENT_ILLUSTRATION | SOLVE_FOR | Solve For | Varchar(128) |
COMMENT_ILLUSTRATION | TABLE_RATING | Table Rating | bigint |
COMMENT_ILLUSTRATION | TOBACCO | Tobacco Status | Varchar(128) |
COMMENT_MODULE | DESCRIPTION | Description | Varchar(128) |
COMMENT_MODULE | ID | Primary Key | Integer |
COMMENT_MODULE | LABEL | Comment type description | Varchar(128) |
COMMENT_PRIORITY | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
COMMENT_PRIORITY | CUSTOMER_ID | Customer ID | Integer |
COMMENT_PRIORITY | DESCRIPTION | Description | Varchar(128) |
COMMENT_PRIORITY | ID | Primary Key | Integer |
COMMENT_RESOLUTION | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
COMMENT_RESOLUTION | CUSTOMER_ID | Customer ID | Integer |
COMMENT_RESOLUTION | DESCRIPTION | Description | Varchar(128) |
COMMENT_RESOLUTION | ID | Primary Key | Integer |
COMMENT_STATUS | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
COMMENT_STATUS | CUSTOMER_ID | Customer ID | Integer |
COMMENT_STATUS | DESCRIPTION | Description | Varchar(128) |
COMMENT_STATUS | ID | Primary Key | Integer |
COMMENT_SUBCATEGORY | COMMENT_CATEGORY_ID | Foreign key to COMMENT_CATEGORY (ID) | Integer |
COMMENT_SUBCATEGORY | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
COMMENT_SUBCATEGORY | CUSTOMER_ID | Customer ID | Integer |
COMMENT_SUBCATEGORY | DESCRIPTION | Description | Varchar(128) |
COMMENT_SUBCATEGORY | ID | Primary Key | Integer |
COMMENT_TYPE | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
COMMENT_TYPE | CUSTOMER_ID | Customer ID | Integer |
COMMENT_TYPE | DESCRIPTION | Description | Varchar(128) |
COMMENT_TYPE | ID | Primary Key | Integer |
COMMENT_USER | COMMENT_ID | Foreign key to COMMENT (ID) | Integer |
COMMENT_USER | CUSTOMER_ID | Customer ID | Integer |
COMMENT_USER | ID | Primary Key | Integer |
COMMENT_USER | USER_ID | User ID | Integer |
REQUIREMENT_EVENT | CARRIER_ID | Foreign key to CARRIER (CARRID) |
Integer |
REQUIREMENT_EVENT | COMMENT_CATEGORY_ID | Foreign key to COMMENT_CATEGORY (ID) | Integer |
REQUIREMENT_EVENT | COMMENT_DUE_TIME_ID | Foreign key to COMMENT_DUE_TIME (ID) | Integer |
REQUIREMENT_EVENT | COMMENT_DURATION_ID | Foreign key to COMMENT_DURATION (ID) | Integer |
REQUIREMENT_EVENT | COMMENT_EVENT_ID | Foreign key to COMMENT_ EVENT (ID) |
Integer |
REQUIREMENT_EVENT | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
REQUIREMENT_EVENT | COMMENT_PRIORITY_ID | Foreign key to COMMENT_PRIORITY(ID) | Integer |
REQUIREMENT_EVENT | COMMENT_RESOLUTION_ID | Foreign key to COMMENT_RESOLUTION (ID) | Integer |
REQUIREMENT_EVENT | COMMENT_STATUS_ID | Foreign key to COMMENT_ STATUS (ID) |
Integer |
REQUIREMENT_EVENT | COMMENT_SUBCATEGORY_ID | Foreign key to COMMENT_SUBCATEGORY(ID) | Integer |
REQUIREMENT_EVENT | COMMENT_TYPE_ID | Foreign key to COMMENT_TYPE (ID) | Integer |
REQUIREMENT_EVENT | COMPLETED | Completed date | Timestamp |
REQUIREMENT_EVENT | CONFIDENTIAL_FLAG | Mark comment as confidential (1=Yes) | Integer |
REQUIREMENT_EVENT | CREATED | Created date | Timestamp |
REQUIREMENT_EVENT | CREATED_BY_USER_ID | User created | Integer |
REQUIREMENT_EVENT | CUSTOMER_ID | Customer ID | Integer |
REQUIREMENT_EVENT | DESCRIPTION | Description | Varchar(128) |
REQUIREMENT_EVENT | DUE_DATE | Due Date | Date |
REQUIREMENT_EVENT | FOLLOWUP_DATE | Follow Up Date | Date |
REQUIREMENT_EVENT | FROM_USER_ID | User created | Integer |
REQUIREMENT_EVENT | ID | Primary Key | Integer |
REQUIREMENT_EVENT | KEYID | Foreign key to CASE (CASEID) | Integer |
REQUIREMENT_EVENT | MODIFIED | Modified date | Timestamp |
REQUIREMENT_EVENT | MODIFIED_BY_USER_ID | Modified by user | Integer |
REQUIREMENT_EVENT | ORGANIZATION_ID | Foreign key to AWORGAN (AWOID) |
Integer |
REQUIREMENT_EVENT | PARENT_ID | Parent comment for a Reply or Forward | Integer |
REQUIREMENT_EVENT | REOCCUR_DAYS | Recurring comment days between recurrence | Integer |
REQUIREMENT_EVENT | REOCCUR_FLAG | Recurring comment (1=Yes) | Integer |
REQUIREMENT_EVENT_ DETAIL |
COMMENT | Comment data | Clob |
REQUIREMENT_EVENT_ DETAIL |
COMMENT_ID | Foreign key to COMMENT (ID) | Integer |
REQUIREMENT_EVENT_ DETAIL |
CREATED | Created date | Timestamp |
REQUIREMENT_EVENT_ DETAIL |
CREATED_BY_USER_ID | User created | Integer |
REQUIREMENT_EVENT_ DETAIL |
CUSTOMER_ID | Customer ID | Integer |
REQUIREMENT_EVENT_ DETAIL |
ID | Primary Key | Integer |
REQUIREMENT_EVENT_ USER |
COMMENT_ID | Foreign key to COMMENT (ID) | Integer |
REQUIREMENT_EVENT_ USER |
CUSTOMER_ID | Customer ID | Integer |
REQUIREMENT_EVENT_ USER |
ID | Primary Key | Integer |
REQUIREMENT_EVENT_ USER |
USER_ID | User ID | Integer |
USER_COMMENT | CARRIER_ID | Foreign key to CARRIER (CARRID) |
Integer |
USER_COMMENT | COMMENT_CATEGORY_ID | Foreign key to COMMENT_CATEGORY (ID) | Integer |
USER_COMMENT | COMMENT_DUE_TIME_ID | Foreign key to COMMENT_DUE_TIME (ID) | Integer |
USER_COMMENT | COMMENT_DURATION_ID | Foreign key to COMMENT_DURATION (ID) | Integer |
USER_COMMENT | COMMENT_EVENT_ID | Foreign key to COMMENT_ EVENT (ID) |
Integer |
USER_COMMENT | COMMENT_MODULE_ID | Foreign key to COMMENT_ MODULE (ID) |
Integer |
USER_COMMENT | COMMENT_PRIORITY_ID | Foreign key to COMMENT_PRIORITY(ID) | Integer |
USER_COMMENT | COMMENT_RESOLUTION_ID | Foreign key to COMMENT_RESOLUTION (ID) | Integer |
USER_COMMENT | COMMENT_STATUS_ID | Foreign key to COMMENT_ STATUS (ID) |
Integer |
USER_COMMENT | COMMENT_SUBCATEGORY_ID | Foreign key to COMMENT_SUBCATEGORY(ID) | Integer |
USER_COMMENT | COMMENT_TYPE_ID | Foreign key to COMMENT_ TYPE (ID) |
Integer |
USER_COMMENT | COMPLETED | Completed date | Timestamp |
USER_COMMENT | CONFIDENTIAL_FLAG | Mark comment as confidential (1=Yes) | Integer |
USER_COMMENT | CREATED | Created date | Timestamp |
USER_COMMENT | CREATED_BY_USER_ID | User created | Integer |
USER_COMMENT | CUSTOMER_ID | Customer ID | Integer |
USER_COMMENT | DESCRIPTION | Description | Varchar(128) |
USER_COMMENT | DUE_DATE | Due Date | Date |
USER_COMMENT | FOLLOWUP_DATE | Follow Up Date | Date |
USER_COMMENT | FROM_USER_ID | User created | Integer |
USER_COMMENT | ID | Primary Key | Integer |
USER_COMMENT | KEYID | Foreign key to CASE (CASEID) | Integer |
USER_COMMENT | MODIFIED | Modified date | Timestamp |
USER_COMMENT | MODIFIED_BY_USER_ID | Modified by user | Integer |
USER_COMMENT | ORGANIZATION_ID | Foreign key to AWORGAN (AWOID) |
Integer |
USER_COMMENT | PARENT_ID | Parent comment for a Reply or Forward | Integer |
USER_COMMENT | REOCCUR_DAYS | Recurring comment days between recurrence | Integer |
USER_COMMENT | REOCCUR_FLAG | Recurring comment (1=Yes) | Integer |
USER_COMMENT_DETAIL | COMMENT | Comment data | Clob |
USER_COMMENT_DETAIL | COMMENT_ID | Foreign key to COMMENT (ID) | Integer |
USER_COMMENT_DETAIL | CREATED | Created date | Timestamp |
USER_COMMENT_DETAIL | CREATED_BY_USER_ID | User created | Integer |
USER_COMMENT_DETAIL | CUSTOMER_ID | Customer ID | Integer |
USER_COMMENT_DETAIL | ID | Primary Key | Integer |
USER_COMMENT_USER | COMMENT_ID | Foreign key to COMMENT (ID) | Integer |
USER_COMMENT_USER | CUSTOMER_ID | Customer ID | Integer |
USER_COMMENT_USER | ID | Primary Key | Integer |
USER_COMMENT_USER | USER_ID
|
User ID
|
Integer |
Commission Actual Tab
Table Name | Field Name | Description | Data Type |
COMADJ | ADDESCR | Adjustment description | Note(32,767) |
COMADJ | ADJAMT | Adjustment Amount | Float |
COMADJ | CHECKDTE | Check Date | Date |
COMADJ | CHECKNO | Check number | Integer |
COMADJ | CHGBY | Last changed user | Varchar(128) |
COMADJ | CHGDATE | Last changed date | Date |
COMADJ | COMADJID | Primary Key | Integer |
COMADJ | COMDTLID | Foreign key to COMDTL | Integer |
COMADJ | COMHDRID | Foreign key to COMHDR | Integer |
COMADJ | COMSRCID | Foreign key to ENTITY (ENTITYID). Identifies which writing agent was responsible for the transaction. | Integer |
COMADJ | CRTBY | Created By user | Varchar(128) |
COMADJ | CRTDATE | Created date | Date |
COMADJ | ECCASOWNID | Foreign key to ECCASOWN | Integer |
COMADJ | ENTITYID | Foreign key to ENTITY | Integer |
COMADJ | MANUALFLAG | Manual Adjustment | Integer |
COMADJ | MGAPAID | MGA Paid (Y/N) | Varchar(128) |
COMADJ | PAIDFLG | Paid Flag (Y = Yes) | Varchar(128) |
COMADJ | PAIDSRCID | Foreign key to PAIDSRC | Integer |
COMALD | ALRTTEXT | Text | Varchar(128) |
COMALD | COMALDID | Foreign key to COMALH | Integer |
COMALD | COMALHID | Foreign key to COMALH | Integer |
COMALH | ACTIVE | Active Date | Varchar(128) |
COMALH | CARRID | Foreign key to CARRIER | Integer |
COMALH | CASEID | Foreign key to CASE | Integer |
COMALH | CHGBY | Last changed user | Varchar(128) |
COMALH | CHGDATE | Last changed date | Date |
COMALH | COMALHID | Primary Key | Integer |
COMALH | CRTBY | Created By user | Varchar(128) |
COMALH | CRTDATE | Created date | Date |
COMALH | POLNO | Carrier policy number for the case | Varchar(128) |
COMDTL | AGTAPPT | Agent’s appointment number with the carrier | Varchar(128) |
COMDTL | AUTOADJ | Auto adjust commissions paid out flag | Varchar(128) |
COMDTL | BASEPREM | Base Premium | Float |
COMDTL | BDDESCR | Batch description | Note(32,767) |
COMDTL | CASENAME | Insured name | Varchar(128) |
COMDTL | CHGBY | Last changed user | Varchar(128) |
COMDTL | CHGDATE | Last changed date | Date |
COMDTL | COMDTLID | Primary Key | Integer |
COMDTL | COMHDRID | Foreign key to COMHDR | Integer |
COMDTL | COMMAMT | Commission Amount | Float |
COMDTL | COMSRCID | Foreign key to ENTITY (ENTITYID). Identifies which writing agent was responsible for the transaction. | Integer |
COMDTL | CRTBY | Created By user | Varchar(128) |
COMDTL | CRTDATE | Created date | Date |
COMDTL | ENTITYID | Foreign key to ENTITY | Integer |
COMDTL | FSTREN | F=First Year, R=Renewal | Varchar(128) |
COMDTL | GACUSID | GA Customer ID | Integer |
COMDTL | MODE | Payment frequency: A=Annual, SA=Semi-annual, Q=Quarterly, M=Monthly, 1=Single | Varchar(128) |
COMDTL | MODEPREM | Modal Premium | Float |
COMDTL | PAIDSRCID | Foreign key to PAIDSRC | Integer |
COMDTL | POLNO | Carrier policy number for the case | Varchar(128) |
COMDTL | RATEBASEID | Foreign key to RATEBASE | Integer |
COMDTL | YEAR | Year policy is in | Integer |
COMHDR | ADJCOMM | Commission adjustments amount total | Float |
COMHDR | BHDESCR | Description | Varchar(128) |
COMHDR | CARRID | Foreign key to CARRIER | Integer |
COMHDR | CLOSED | Batch closed (Y/N) | Varchar(128) |
COMHDR | CMADJCNT | Commission adjustment count total | Integer |
COMHDR | COMHDRID | Primary Key | Integer |
COMHDR | CRTBY | Created By user | Varchar(128) |
COMHDR | CRTDATE | Created date | Date |
COMHDR | CRTTIME | Time created | Time |
COMHDR | DEPAMT | Deposit Amount | Float |
COMHDR | DEPCTL | Deposit control number | Varchar(128) |
COMHDR | FSTCNT | First year commission detail count | Integer |
COMHDR | FSTCOMM | First year commission amount total | Float |
COMHDR | GANUM | GA Number | Varchar(128) |
COMHDR | NOTES | NOTES | Note(32,767) |
COMHDR | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
COMHDR | OVADJCNT | Override adjustment count total | Integer |
COMHDR | OVRADJ | Override adjustments amount total | Float |
COMHDR | POSTED | Posting Date | Date |
COMHDR | POSTEDBY | Posted By | Varchar(128) |
COMHDR | RENCNT | Renewal commission detail count | Integer |
COMHDR | RENCOMM | Renewal commission amount total | Float |
COMHDR | REVIEWED | Reviewed flag (1=Y, 0=N) | Integer |
COMHDR | STATUS | Status of the batch; P = posted; ‘blank’ = open | Varchar(128) |
COMHDR | STMTDATE | Statement Date | Date |
COMHDR | CARRIER_ID | Carrier ID | Integer |
COMHDR | DEPOSIT_AMOUNT | Deposit amount | Varchar(128) |
COMHDR | DEPOSIT_CONTROL_NUMBER | Deposit Control Number | Float |
COMHDR | DESCRIPTION | Description | Varchar(128) |
COMHDR | GUID | Unique ID | Varchar(128) |
COMHDR | MISC | Miscellaneous | Varchar(128) |
COMHDR | STATEMENT_DATE | Statement Date | Date |
COMHDR | STATUS_ID | Status ID | Integer |
COMHDR | USER_ID | User ID | Varchar(128) |
COMHDRDEL | ADJCOMM | Commission adjustments amount total | Float |
COMHDRDEL | AUTHORIZ | The authorization note entered at the time of the delete | Varchar(128) |
COMHDRDEL | BHDESCR | Description | Varchar(128) |
COMHDRDEL | CARRID | Foreign key to CARRIER | Integer |
COMHDRDEL | CLOSED | Batch closed (Y/N) | Varchar(128) |
COMHDRDEL | CMADJCNT | Commission adjustment count total | Integer |
COMHDRDEL | COMHDRID | Foreign key to COMHDR | Integer |
COMHDRDEL | CRTBY | Created By user | Varchar(128) |
COMHDRDEL | CRTDATE | Created date | Date |
COMHDRDEL | DEPAMT | Deposit Amount | Float |
COMHDRDEL | DEPCTL | Deposit control number | Varchar(128) |
COMHDRDEL | DLTBY | User that deleted | Varchar(128) |
COMHDRDEL | DLTDATE | Deleted Date | Date |
COMHDRDEL | DLTTIME | Time Deleted | Time |
COMHDRDEL | FSTCNT | First year commission detail count | Integer |
COMHDRDEL | FSTCOMM | First year commission amount total | Float |
COMHDRDEL | GANUM | GA Number | Varchar(128) |
COMHDRDEL | NOTES | Notes | Note(32,767) |
COMHDRDEL | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
COMHDRDEL | OVADJCNT | Override adjustment count total | Integer |
COMHDRDEL | OVRADJ | Override adjustments amount total | Float |
COMHDRDEL | POSTED | Posting Date | Date |
COMHDRDEL | POSTEDBY | Posted By | Varchar(128) |
COMHDRDEL | RENCNT | Renewal commission detail count | Integer |
COMHDRDEL | RENCOMM | Renewal commission amount total | Float |
COMHDRDEL | STATUS | Status of the batch; P = posted; ‘blank’ = open | Varchar(128) |
COMHDRDEL | STMTDATE | Statement Date | Date |
COMMISSION | ID | Primary Key | Integer |
COMMISSION | COMMPAIDID | Foreign key to COMMPAID | Integer |
COMMISSION | COMDTLID | Foreign key to COMDTL | Integer |
COMMISSION | AGENT_NAME | Agent name | Varchar(128) |
COMMISSION | CUSTOMER_ID | Customer ID | Integer |
COMMISSION | PAYEE_NAME | Payee Name | Varchar(128) |
COMMISSION | CUSTOMER_PAYMENT_TYPE_ID | Foreign key to CUSTOMER_PAYMENT_TYPE | Integer |
COMMISSION | PAID_TO | 1=MGA, 2=Agent | Integer |
COMMPAID | ADJUSTSID | Links to the COMMPAIDID in this table | Integer |
COMMPAID | AGTAPPT | Agent’s appointment number with the carrier | Varchar(128) |
COMMPAID | BASEPREM | Base Premium | Float |
COMMPAID | BOFADATE | BofA Feed date | Date |
COMMPAID | CARRID | Foreign key to CARRIER | Integer |
COMMPAID | CASENAME | Insured name | Varchar(128) |
COMMPAID | CHECKDTE | Check Date | Date |
COMMPAID | CHECKNO | Check number | Integer |
COMMPAID | CHGBY | Last changed user | Varchar(128) |
COMMPAID | CHGDATE | Last changed date | Date |
COMMPAID | COMHDRID | Foreign key to COMHDR | Integer |
COMMPAID | COMMPAIDID | Foreign key to COMMPAID | Integer |
COMMPAID | COMSRCID | Foreign key to ENTITY (ENTITYID). Identifies which writing agent was responsible for the transaction. | Integer |
COMMPAID | CRTBY | Created By user | Varchar(128) |
COMMPAID | CRTDATE | Created date | Date |
COMMPAID | ECCASOWNID | Foreign key to ECCASOWN | Integer |
COMMPAID | ENTITYID | Foreign key to ENTITY | Integer |
COMMPAID | FSTREN | F=First Year, R=Renewal | Varchar(128) |
COMMPAID | GACUSID | GA Customer ID | Integer |
COMMPAID | MGAPAID | MGA Paid (Y/N) | Varchar(128) |
COMMPAID | MODE | Payment frequency: A=Annual, SA=Semi-annual, Q=Quarterly, M=Monthly, 1=Single | Varchar(128) |
COMMPAID | MODEPREM | Modal Premium | Float |
COMMPAID | PAIDAMT | Modal commission amount | Float |
COMMPAID | PAIDBY | User ID that paid the record – marked the report output as ‘paid’ | Varchar(128) |
COMMPAID | PAIDDATE | Paid date | Date |
COMMPAID | PAIDFLG | Paid Flag (Y = Yes) | Varchar(128) |
COMMPAID | PAIDSRCID | Foreign key to PAIDSRC | Integer |
COMMPAID | PCOMDTL | Policy Date | Integer |
COMMPAID | PDDESCR | Description entered on the detail record | Note(32,767) |
COMMPAID | POLNO | Carrier policy number for the case | Varchar(128) |
COMMPAID | RATEBASEID | Foreign key to RATEBASE | Integer |
COMMPAID | STMTDATE | Statement Date | Date |
COMMPAID | T99HDRID | Foreign key to T99HDR | Integer |
COMMPAID | YEAR | Year policy is in | Integer |
COMPADDEL | ADJUSTSID | Links to the COMMPAIDID in this table | Integer |
COMPADDEL | AGTAPPT | Agent’s appointment number with the carrier | Varchar(128) |
COMPADDEL | AUTHORIZ | The authorization note entered at the time of the delete | Varchar(128) |
COMPADDEL | BADELDTE | BofA Date for Delete Recent Transaction | Date |
COMPADDEL | BASEPREM | Base Premium | Float |
COMPADDEL | BOFADATE | BofA Feed date | Date |
COMPADDEL | BOFAID | BofA Feed ID | Integer |
COMPADDEL | CARRID | Foreign key to CARRIER | Integer |
COMPADDEL | CASENAME | Insured name | Varchar(128) |
COMPADDEL | COMHDRID | Foreign key to COMHDR | Integer |
COMPADDEL | COMMPAIDID | Foreign key to COMMPAID | Integer |
COMPADDEL | COMSRCID | Foreign key to ENTITY (ENTITYID). Identifies which writing agent was responsible for the transaction. | Integer |
COMPADDEL | CRTBY | Created By user | Varchar(128) |
COMPADDEL | CRTDATE | Created date | Date |
COMPADDEL | DLTBY | User that deleted | Varchar(128) |
COMPADDEL | DLTDATE | Deleted Date | Date |
COMPADDEL | DLTTIME | Time Deleted | Time |
COMPADDEL | ECCASOWNID | Foreign key to ECCASOWN | Integer |
COMPADDEL | ENTITYID | Foreign key to ENTITY | Integer |
COMPADDEL | FSTREN | F=First Year, R=Renewal | Varchar(128) |
COMPADDEL | MGAPAID | MGA Paid (Y/N) | Varchar(128) |
COMPADDEL | MODEPREM | Modal Premium | Float |
COMPADDEL | PAIDAMT | Modal commission amount | Float |
COMPADDEL | PAIDBY | User ID that paid the record – marked the report output as ‘paid’ | Varchar(128) |
COMPADDEL | PAIDDATE | Paid date | Date |
COMPADDEL | PAIDFLG | Paid Flag (Y = Yes) | Varchar(128) |
COMPADDEL | PAIDSRCID | Foreign key to PAIDSRC | Integer |
COMPADDEL | PDDESCR | Description entered on the detail record | Note(32,767) |
COMPADDEL | POLNO | Carrier policy number for the case | Varchar(128) |
COMPADDEL | RATEBASEID | Foreign key to RATEBASE | Integer |
COMPADDEL | STMTDATE | Statement Date | Date |
COMPADDEL | T99HDRID | Foreign key to T99HDR | Integer |
COMPADDEL | YEAR | Year policy is in | Integer |
T99HDR | ALLORGS | All organization flag: Y = include all organizations | Varchar(128) |
T99HDR | BLDBY | User who changed the 1099 batch select criteria | Varchar(128) |
T99HDR | BLDDATE | Date 1099 batch select criteria last changed | Date |
T99HDR | BLDTIME | Time 1099 batch select criteria last change | Time |
T99HDR | CHGBY | Last changed user | Varchar(128) |
T99HDR | CHGDATE | Last changed date | Date |
T99HDR | CHGTIME | Last changed time | Time |
T99HDR | CKENDDTE | 1099 batch select criteria – Check end date | Date |
T99HDR | CKSTRDTE | 1099 batch select criteria – Check start date | Date |
T99HDR | COMAMT | Total commission paid | Float |
T99HDR | CRTBY | Created By user | Varchar(128) |
T99HDR | CRTDATE | Created date | Date |
T99HDR | CRTTIME | Time created | Time |
T99HDR | INCCORPS | 1099 batch select criteria – Y = Include company | Varchar(128) |
T99HDR | INCNODTE | 1099 batch select criteria -Y = Include records with no check date | Varchar(128) |
T99HDR | NOTES | NOTES | Note(32,767) |
T99HDR | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
T99HDR | PAYADDR1 | Address line 1 | Varchar(128) |
T99HDR | PAYADDR2 | Address line 2 | Varchar(128) |
T99HDR | PAYADDR3 | Address line 3 | Varchar(128) |
T99HDR | PAYCITY | Payer City | Varchar(128) |
T99HDR | PAYNAME | Payer Name | Varchar(128) |
T99HDR | PAYPHONE | Phone number | Integer |
T99HDR | PAYSTATE | Payer State | Varchar(128) |
T99HDR | PAYTAXID | Payer tax ID | Varchar(128) |
T99HDR | PAYZIPC | Payer zip code | Varchar(128) |
T99HDR | RECCNT | Total Record Count | Integer |
T99HDR | SELTAXID | 1099 batch select criteria – Tax ID | Varchar(128) |
T99HDR | STATUS | 1099 status C = Closed, Blank = Open | Varchar(128) |
T99HDR | T99DESC | 1099 Batch description | Varchar(128) |
T99HDR | T99HDRID | Primary Key | Integer |
T99HDR | T99NAME | 1099 Batch name | Varchar(128) |
T99HDR | TAXYEAR | Tax year (YYYY) | Integer |
Contact Management Tab
Table Name | Field Name | Description | Data Type |
ADDRESS | ADDRSSID | Primary Key | Integer |
ADDRESS | ADTYPE | Foreign key to SYVALUE | Varchar(128) |
ADDRESS | CHGBY | Last changed user | Varchar(128) |
ADDRESS | CHGDATE | Last changed date | Date |
ADDRESS | CITY | City | Varchar(128) |
ADDRESS | CNTADDID | Controlling Address ID | Integer |
ADDRESS | COUNTRY | Country | Varchar(128) |
ADDRESS | DESC | Address description | Varchar(128) |
ADDRESS | ENTITYID | Foreign key to ENTITY | Integer |
ADDRESS | LINE1 | Address Line 1 | Varchar(128) |
ADDRESS | LINE2 | Address line 2 | Varchar(128) |
ADDRESS | LINE3 | Address line 3 | Varchar(128) |
ADDRESS | LINE4 | Address line 4 | Varchar(128) |
ADDRESS | MEMOFLG | Memo address flag | Varchar(128) |
ADDRESS | MKTNGFLG | Marketing flag | Varchar(128) |
ADDRESS | NOTES | Notes | Varchar(128) |
ADDRESS | PARENFLG | Parent Address flag | Varchar(128) |
ADDRESS | PRMRYFLG | Primary flag | Varchar(128) |
ADDRESS | SECNDFLG | 2nd address flag | Varchar(128) |
ADDRESS | STATE | State Code | Varchar(128) |
ADDRESS | ZIP | Zip code | Varchar(128) |
AGENT | ADVANCES | Advances | Float |
AGENT | BNKACCT# | Bank account number | Varchar(128) |
AGENT | BNKBRNCH | Bank branch | Varchar(128) |
AGENT | BNKCITY | Bank city | Varchar(128) |
AGENT | BNKNAME | Bank name | Varchar(128) |
AGENT | BNKRTNG# | Bank routing number | Varchar(128) |
AGENT | CHGBY | Last changed user | Varchar(128) |
AGENT | CHGDATE | Last changed date | Date |
AGENT | CHGTIME | Last changed time | Time |
AGENT | COMMISSN | Commission assignment flag | Varchar(128) |
AGENT | CRTBY | Created By user | Varchar(128) |
AGENT | CRTDATE | Created date | Date |
AGENT | ENTITYID | Foreign key to ENTITY | Integer |
AGENT | EOAMT | E&O amount | Float |
AGENT | EOCARR | E&O carrier | Varchar(128) |
AGENT | EOEXPDT | E&O exp date | Date |
AGENT | EOPOLICY | E&O policy number | Varchar(128) |
AGENT | FSTAPPDT | First app submission date | Date |
AGENT | LSTAPPDT | Last app submission date | Date |
AGPSUM | AGTNO | Foreign key to ENTITY (ENTITYID) | Integer |
AGPSUM | CALLS | Number of calls | Integer |
AGPSUM | CLOAPS | 12 month rolling closed applications | Integer |
AGPSUM | CLOCOM | 12 month rolling closed estimated commission | Float |
AGPSUM | CLOFAC | Closed average premium | Float |
AGPSUM | CLOPRM | 12 month rolling closed premium | Float |
AGPSUM | LEDGRS | Number of illustration requests | Integer |
AGPSUM | NEWAPS | Pending applications | Integer |
AGPSUM | NEWCOM | Pending estimated commission | Float |
AGPSUM | NEWFAC | Pending average premium | Float |
AGPSUM | NEWPRM | Pending premium | Float |
AGPSUM | PADAPS | 12 month rolling paid applications | Integer |
AGPSUM | PADCOM | 12 month rolling paid estimated commission | Float |
AGPSUM | PADFAC | 12 month rolling average premium | Float |
AGPSUM | PADPRM | Paid premium | Float |
AGTCMD | AGTCMDID | Primary Key | Integer |
AGTCMD | AGTCMHID | Foreign key to AGTCMH | Integer |
AGTCMD | COMMENT | Comment data | Varchar(128) |
AGTCMH | AGTCMHID | Primary Key | Integer |
AGTCMH | AMOUNT | Amount | Float |
AGTCMH | CARRID | Foreign key to CARRIER | Integer |
AGTCMH | CHGBY | Last changed user | Varchar(128) |
AGTCMH | CHGDATE | Last changed date | Date |
AGTCMH | CHGTIME | Last changed time | Time |
AGTCMH | CMPDATE | Completed date | Date |
AGTCMH | CMPFLAG | Complete (Y/N) | Varchar(128) |
AGTCMH | CMTDESCR | Comment Description | Varchar(128) |
AGTCMH | CMTSOURCID | Foreign key to CMTSOURC | Integer |
AGTCMH | CMTSTATSID | Foreign key to CMTSTATUS | Integer |
AGTCMH | CMTSUBTPID | Foreign key to CMTSUBTP | Integer |
AGTCMH | CMTTYPEID | Foreign key to CMTTYPE | Integer |
AGTCMH | CRTBY | Created By user | Varchar(128) |
AGTCMH | CRTDATE | Created date | Date |
AGTCMH | CRTTIME | Time created | Time |
AGTCMH | DUEDATE | Due Date | Date |
AGTCMH | DUETIME | TIME DUE | Time |
AGTCMH | DURATION | Duration in minutes | Integer |
AGTCMH | ENTITYID | Foreign key to ENTITY | Integer |
AGTCMH | FOLDATE | Follow Up Date | Date |
AGTCMH | FROM | Who the comment was assigned from | Varchar(128) |
AGTCMH | MKTEVENTID | Marketing event id | Integer |
AGTCMH | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
AGTCMH | PLAN | Plan | Varchar(128) |
AGTCMH | PRIORITY | Priority Flag. 1 = High, 2 = Medium, 3 = Low | Varchar(128) |
AGTCMH | RESOLUTNID | Resolution ID | Integer |
AGTCMH | SUBCATID | Foreign key to SUBCATID | Integer |
AGTCMH | TO | Person/process that the comment is assigned to | Varchar(128) |
AGTCONFL | CARRID | Foreign key to CARRIER | Integer |
AGTCONFL | CONCGD | Date assignment last changed – day | Integer |
AGTCONFL | CONCGM | Date assignment last changed – month | Integer |
AGTCONFL | CONCGY | Date assignment last changed – year | Integer |
AGTCONFL | CONCHG | User last changed | Varchar(128) |
AGTCONFL | CONEND | Date user entered assignment – day | Integer |
AGTCONFL | CONENM | Date user entered assignment – month | Integer |
AGTCONFL | CONENT | User entered assignment | Varchar(128) |
AGTCONFL | CONENY | Date user entered assignment – year | Integer |
AGTCONFL | CONFLID | Primary Key | Integer |
AGTCONFL | CONFMD | Commission assignment effective day – starting date | Integer |
AGTCONFL | CONFMM | Commission assignment effective month – starting date | Integer |
AGTCONFL | CONFMY | Commission assignment effective year – starting date | Integer |
AGTCONFL | CONSTS | System internal identifier | Varchar(128) |
AGTCONFL | CONTOD | Commission assignment effective day – ending date | Integer |
AGTCONFL | CONTOID | Commission assignee Foreign key to ENTITY (ENTITYID) | Integer |
AGTCONFL | CONTOM | Commission assignment effective month – ending date | Integer |
AGTCONFL | CONTOY | Commission assignment effective year – ending date | Integer |
AGTCONFL | ENTITYID | Foreign key to ENTITY | Integer |
ALERT | CREATED | Create Timestamp | Timestamp |
ALERT | CREATEDBY | Created By user | Varchar(128) |
ALERT | DISPLAY_FLAG | Display Alert (1=Yes) | Integer |
ALERT | ID | Unique ID | Bigint |
ALERT | INACTIVATED | Inactiaved timestamp | Timestamp |
ALERT | INACTIVATED_BY | Inactivted by User | Varchar(128) |
ALERT | KEYID | Foreign Key to table reference by Module | Bigint |
ALERT | MESSAGE | Alert Message | Varchar(32000) |
ALERT | MODIFIED | Modified Timestamp | Timestamp |
ALERT | MODIFEIEDBY | Modified By User | Varchar(128) |
ALERT | MODULE_ID | 2=Contact | Integer |
CACONTCT | CACONTCTID | Primary Key | Integer |
CACONTCT | CARRID | Foreign key to CARRIER | Integer |
CACONTCT | ENTITYID | Foreign key to ENTITY | Integer |
CACONTCT | CRTDATE | Created date | Date |
CACONTCT | CRTTIME | Created Time of entry | Time |
CACONTCT | CRTBY | User who created the record | VarChar(128) |
CACONTCT | CHGDATE | Changed Date of entry | Date |
CACONTCT | CHGTIME | Changed Time of entry | Time |
CACONTCT | CHGBY | User who last changed the record | VarChar(128) |
ADDRESS | Email address | Varchar(128) | |
CHGBY | Last changed user | Varchar(128) | |
CHGDATE | Last changed date | Date | |
CNTEMLID | Foreign key to Email ID in this table | Integer | |
DESC | Email description | Varchar(128) | |
EMAILID | Primary Key | Integer | |
ENTITYID | Foreign key to ENTITY | Integer | |
MEMOFLG | Memo address flag | Varchar(128) | |
MKTNGFLG | Marketing flag | Varchar(128) | |
NOTES | Notes | Varchar(128) | |
PARENFLG | Parent Address flag | Varchar(128) | |
PRMRYFLG | Primary flag | Varchar(128) | |
SECNDFLG | 2nd email flag | Varchar(128) | |
ENTDISTR | CHANNEL | Foreign key to SYVALUE Marketing or Memos | Varchar(128) |
ENTDISTR | CHGBY | Last changed user | Varchar(128) |
ENTDISTR | CHGDATE | Last changed date | Date |
ENTDISTR | DISTID | Primary Key | Integer |
ENTDISTR | ENTITYID | Foreign key to ENTITY | Integer |
ENTDISTR | METHOD | E-mail, Fax or Print | Varchar(128) |
ENTITY | AGREEMNT | Agreement | Date |
ENTITY | AGTSTATE | Agent State | Varchar(128) |
ENTITY | ANNIVER | Anniversary date | Date |
ENTITY | ASSISTNT | Assistant name | Varchar(128) |
ENTITY | ASSTEML | Assistant email address | Varchar(128) |
ENTITY | ASSTEXT | Assistant extension | Varchar(128) |
ENTITY | ASSTPHN | Phone number | Integer |
ENTITY | AUXID | Auxiliary ID | Varchar(128) |
ENTITY | BROKRDLR | Broker Dealer | Varchar(128) |
ENTITY | CHGBY | Last changed user | Varchar(128) |
ENTITY | CHGDATE | Last changed date | Date |
ENTITY | CHGTIME | Last changed time | Time |
ENTITY | COANNSLS | Company annual sales | Float |
ENTITY | CORPFLG | Indicates if its I=Individual, C=Corporation | Varchar(128) |
ENTITY | CORPNAME | Corporation name | Varchar(128) |
ENTITY | CRD | Central Registation Depository | Integer |
ENTITY | CRTBY | Created By user | Varchar(128) |
ENTITY | CRTDATE | Created date | Date |
ENTITY | DBA | Doing business as | Varchar(128) |
ENTITY | DOB | Date of Birth | Date |
ENTITY | DSGN8 | Designation for the contact | Varchar(128) |
ENTITY | ENTITYID | Primary Key | Integer |
ENTITY | ENTSOURCID | Source of entity | Integer |
ENTITY | EXCLMKTG | Exclude entity from marketing: 1=Yes | Varchar(128) |
ENTITY | EXTID | External reference ID | Varchar(128) |
ENTITY | FSTNAME | First name of contact | Varchar(128) |
ENTITY | GENDER | Gender of the contact | Varchar(128) |
ENTITY | LSTNAME | Last name of contact | Varchar(128) |
ENTITY | MIDINIT | Middle initial of contact | Varchar(128) |
ENTITY | MRKTNGFX | Fax flag to not include | Varchar(128) |
ENTITY | NAME | Name | Varchar(128) |
ENTITY | NAMESUF | Suffix | Varchar(128) |
ENTITY | NICKNAME | Nickname of contact | Varchar(128) |
ENTITY | NPN | National Producer Number | Integer |
ENTITY | PRMCARR | Agents primary carrier | Varchar(128) |
ENTITY | PRMMRKT | Primary market | Varchar(128) |
ENTITY | SALUT | Prefix for contact | Varchar(128) |
ENTITY | SPDOB | Date of Birth | Date |
ENTITY | SPFSTNME | Significant other first name | Varchar(128) |
ENTITY | SPLSTNME | Significant other last name | Varchar(128) |
ENTITY | STATUS | Agent status; C=Current, D=Inactive, P=Preferred, M=Manager, O=Coordinator, X=Deceased | Varchar(128) |
ENTITY | TAXID | Federal tax id | Varchar(128) |
ENTITY | TAXIDTYP | Type of tax id ‘S’ for SSN or ‘T’ for TIN | Varchar(128) |
ENTITY | TITLE | Title of the contact | Varchar(128) |
ENTITY | UENTMGR | Entity’s manager | Varchar(128) |
ENTITY | WEBPASWD | Broker Gear password | Varchar(128) |
ENTITY | WEBURL | Web URL | Varchar(128) |
ENTITY | WEBUSRID | Broker Gear user id | Varchar(128) |
Entity_CARBON_COPY | ALL_TEMPLATES_FLAG | Attach CC on all memo templates Flag (1=YES) | Integer |
Entity_CARBON_COPY | CC_Entity_ID | Carbon Copy ID – Foreign key to ENTITY (ENTITYID) | Bigint |
Entity_CARBON_COPY | CREATED | Created Timestamp | TimeStamp |
Entity_CARBON_COPY | CREATED_BY_USERID | Created By user | Varchar(128) |
Entity_CARBON_COPY | DELIVERY | Ccmemo delivery method (E=email, P=Print) | Varchr(128) |
Entity_CARBON_COPY | ENTITY_ID | Foreign key to ENTITY (ENTITYID) | Bigint |
Entity_CARBON_COPY | ID | Unique ID | Bigint |
ENTITY_OWNER | ENTITY_ID | Foreign key to ENTITY | Integer |
ENTITY_OWNER | ID | Primary Key | Integer |
ENTITY_OWNER | CRM_ID | CRM Owner ID | Varchar(128) |
ENTITY_OWNER | FIRST_NAME | Entity Owner First Name | Varchar(128) |
ENTITY_OWNER | LAST_NAME | Entity Owner Last Name | Varchar(128) |
ENTITY_OWNER | MODIFIED | Modified date | TimeStamp |
ENTITY_TRAINING | MODIFIED_BY | Changed by user | Varchar(128) |
ENTITY_TRAINING | EFFECTIVE DATE | Effective Date | Date |
ENTITY_TRAINING | DESCRIPTION | CE/Training type name | Varchar(128) |
ENTITY_TRAINING | ID | Primary key | Integer |
ENTITY_TRAINING | CUSTOMER_TRAINING_TYPE_ID | CE/Training type ID | Integer |
ENTITY_TRAINING | ENTITY_ID | Foreign key to ENTITY | Integer |
ENTITY_TRAINING | MODIFIED | Changed timestamp | Timestamp |
ENTITY_TRAINING | PROVIDER | Provider Name | Varchar(128) |
ENTITY_TRAINING | ALL_PRODUCTS | 1= All Products | Integer |
ENTITY_TRAINING | EXPIRATION DATE | Expiration date | Date |
ENTITY_TRAINING | ALL_STATES | 1= All states | Integer |
ENTITY_TRAINING | ALL_CARRIERS | 1= All carriers | Integer |
ENTITY_TRAINING | ASSIGNED_USER | CE/Training Assignee | Varchar(128) |
ENTITY_TRAINING | CREATED_BY | Created by user | Varchar(128) |
ENTITY_TRAINING | ALL_LOB | 1= All LOB | Integer |
ENTITY_TRAINING | HOURS | Training Hours | Integer |
ENTITY_TRAINING | CREATED | Created timestamp | Timestamp |
ENTITY_TRAINING_CARRIER | CARRIER_ID | Foreign Key to CARRIER table | Bigint |
ENTITY_TRAINING_CARRIER | ENTITY_TRAINING_ID | Foreign key to ENTITY_TRAINING | Bigint |
ENTITY_TRAINING_CARRIER | ID | Primary Key | Bigint |
ENTITY_TRAINING_LOB | ENTITY_TRAINING_ID | Foreign key to ENTITY_TRAINING | Integer |
ENTITY_TRAINING_LOB | LOB_ID | Foreign key to LOB | Integer |
ENTITY_TRAINING_LOB | ID | Primary key | Integer |
ENTITY_TRAINING_NOTE | ID | Primary key | Integer |
ENTITY_TRAINING_NOTE | ENTITY_TRAINING_ID | Foreign key to ENTITY_TRAINING | Integer |
ENTITY_TRAINING_NOTE | NOTE | CE/Training Notes | Note(32,767) |
ENTITY_TRAINING_PRODUCT | ENTITY_TRAINING_ID | Foreign key to ENTITY_TRAINING | Integer |
ENTITY_TRAINING_PRODUCT | ID | Primary key | Integer |
ENTITY_TRAINING_PRODUCT | PRODUCT_ID | Foreign key to PLAN table | Integer |
ENTITY_TRAINING_STATE | ID | Primary key | Integer |
ENTITY_TRAINING_STATE | ENTITY_TRAINING_ID | Foreign key to ENTITY_TRAINING | Integer |
ENTITY_TRAINING_STATE | STATE_ID | Foreign key to COUNTRY_STATE table | Integer |
ENTORG | CHGBY | Last changed user | Varchar(128) |
ENTORG | CHGDATE | Last changed date | Date |
ENTORG | CHGTIME | Last changed time | Time |
ENTORG | CRTBY | Created By user | Varchar(128) |
ENTORG | CRTDATE | Created date | Date |
ENTORG | DEFAULT | Default agent organization (Y/N) | Varchar(128) |
ENTORG | ENDDATE | End Date | Date |
ENTORG | ENTITYID | Foreign key to ENTITY | Integer |
ENTORG | ENTORGID | Primary Key | Integer |
ENTORG | ENTTYPID | Foreign key to ENTTYPE | Integer |
ENTORG | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
ENTORG | STRDATE | Start Date | Date |
ENTORG | TYPECDID | Foreign key to TYPES | Integer |
ENTTYPE | AITYPE | Foreign key to SYVALUE | Varchar(128) |
ENTTYPE | CRTBY | Created By user | Varchar(128) |
ENTTYPE | CRTDATE | Created date | Date |
ENTTYPE | DEFAULT | Default flag | Varchar(128) |
ENTTYPE | ENTITYID | Foreign key to ENTITY | Integer |
ENTTYPE | ENTTYPID | Primary Key | Integer |
ENTTYPE | TYPECDID | Foreign key to TYPES | Integer |
ENTUSDTA | CHGBY | Last changed user | Varchar(128) |
ENTUSDTA | CHGDATE | Last changed date | Date |
ENTUSDTA | CHGTIME | Last changed time | Time |
ENTUSDTA | CRTBY | Created By user | Varchar(128) |
ENTUSDTA | CRTDATE | Created date | Date |
ENTUSDTA | ENTITYID | Foreign key to ENTITY | Integer |
ENTUSDTA | ENTUSDTAID | Primary Key | Integer |
ENTUSDTA | FLDDTA | Custom field data | Varchar(128) |
ENTUSDTA | USRFLDID | Foreign key to USRFLD | Integer |
LAPBUS | CRTBY | Created By user | Varchar(128) |
LAPBUS | CRTDATE | Created date | Date |
LAPBUS | CRTTIME | Time created | Time |
LAPBUS | EFFDATE | Effective Date | Date |
LAPBUS | EXPDATE | Expiration date | Date |
LAPBUS | LAPBUSID | Primary Key | Integer |
LAPBUS | LICAPPID | Foreign key to LICAPP | Integer |
LAPBUS | PRDCATID | Foreign key to PRDCATP | Integer |
LAPBUS | VARPROD | Variable products (Y/N) | Varchar(128) |
LAPNOTE | CHGBY | Last changed user | Varchar(128) |
LAPNOTE | CHGDATE | Last changed date | Date |
LAPNOTE | CHGTIME | Last changed time | Time |
LAPNOTE | CRTBY | Created By user | Varchar(128) |
LAPNOTE | CRTDATE | Created date | Date |
LAPNOTE | CRTTIME | Time created | Time |
LAPNOTE | LICAPPID | Foreign key to LICAPP | Integer |
LAPNOTE | NOTES | Notes | Note(32,767) |
LAPREQ | CARECEIV | Carrier received date | Date |
LAPREQ | CARORDER | Carrier ordered date | Date |
LAPREQ | CHGBY | Last changed user | Varchar(128) |
LAPREQ | CHGDATE | Last changed date | Date |
LAPREQ | CHGTIME | Last changed time | Time |
LAPREQ | CRTBY | Created By user | Varchar(128) |
LAPREQ | CRTDATE | Created date | Date |
LAPREQ | CRTTIME | Time created | Time |
LAPREQ | DESCR | Appointment description | Varchar(128) |
LAPREQ | FOLLOWUP | Follow Up Date | Date |
LAPREQ | FORMSID | Forms ID – System internal identifier | Integer |
LAPREQ | LAPREQID | Primary Key | Integer |
LAPREQ | LICAPPID | Foreign key to LICAPP | Integer |
LAPREQ | PRIORITY | Priority | Integer |
LAPREQ | ORDERED | Ordered Date | Date |
LAPREQ | RECEIVED | Received Date | Date |
LAPREQ | REQCDE | Requirement Code | Varchar(128) |
LAPREQ | REQTYP | Requirement type (D = Delivery, U = Underwriting, L = License, Q = Questionnaire) | Varchar(128) |
LAPREQ | STATE | State Specific | Varchar(128) |
LAPSTA | CRTBY | Created By user | Varchar(128) |
LAPSTA | CRTDATE | Created date | Date |
LAPSTA | CRTTIME | Time created | Time |
LAPSTA | EFFECTIV | Effective Date | Date |
LAPSTA | EXPIRES | Expiration date | Date |
LAPSTA | LAPSTAID | Primary Key | Integer |
LAPSTA | LICAPPID | Foreign key to LICAPP | Integer |
LAPSTA | STATE | STATE CODE | Varchar(128) |
LAQNOTE | CHGBY | Last changed user | Varchar(128) |
LAQNOTE | CHGDATE | Last changed date | Date |
LAQNOTE | CHGTIME | Last changed time | Time |
LAQNOTE | CRTBY | Created By user | Varchar(128) |
LAQNOTE | CRTDATE | Created date | Date |
LAQNOTE | CRTTIME | Time created | Time |
LAQNOTE | LAPREQID | Foreign key to LAPREQ | Integer |
LAQNOTE | NOTES | Notes | Note(32,767) |
LCQNOTE | CHGBY | Last changed user | Varchar(128) |
LCQNOTE | CHGDATE | Last changed date | Date |
LCQNOTE | CHGTIME | Last changed time | Time |
LCQNOTE | CRTBY | Created By user | Varchar(128) |
LCQNOTE | CRTDATE | Created date | Date |
LCQNOTE | CRTTIME | Time created | Time |
LCQNOTE | LICREQID | Foreign key to LICREQ | Integer |
LCQNOTE | NOTES | Notes | Note(32,767) |
LICAPP | ALLBUS | Y = All lines of business | Varchar(128) |
LICAPP | ALLSTATE | Y = All states | Varchar(128) |
LICAPP | ALLVAR | Y = All lines are variable | Varchar(128) |
LICAPP | APPTNUM | Carrier appointment number | Varchar(128) |
LICAPP | ASGUSER | User associated with a contact | Varchar(128) |
LICAPP | CARRID | Foreign key to CARRIER | Integer |
LICAPP | CHGBY | Last changed user | Varchar(128) |
LICAPP | CHGDATE | Last changed date | Date |
LICAPP | CHGTIME | Last changed time | Time |
LICAPP | CORPFLAG | Y = Corporation | Varchar(128) |
LICAPP | CRTBY | Created By user | Varchar(128) |
LICAPP | CRTDATE | Created date | Date |
LICAPP | CRTTIME | Time created | Time |
LICAPP | EFFECTIV | Effective Date | Date |
LICAPP | ENTITYID | Foreign key to ENTITY | Integer |
LICAPP | HIERARCHY_ID | Foreign key to HIERARCHY | bigint |
LICAPP | EXPIRES | Expiration date | Date |
LICAPP | LICAPPID | Primary Key | Integer |
LICAPP | ORGANIZATION_ID | FOREIGN Key to AWORGAN | bigint |
LICAPP | STATUS | Appointment status. Links to STATUS field on LICAPPSTS table. | Varchar(128) |
LICAPPSTS | DESC | Status description | Varchar(128) |
LICAPPSTS | STATUS | Status of License or Appointment | Varchar(128) |
LICAPPSTS | TYPE | Displays if it is Appointment or License type | Varchar(128) |
LICBUS | CRTBY | Created By user | Varchar(128) |
LICBUS | CRTDATE | Created date | Date |
LICBUS | CRTTIME | Time created | Time |
LICBUS | LICBUSID | Primary Key | Integer |
LICBUS | LICENSID | Foreign key to LICENS | Integer |
LICBUS | PRDCATID | Foreign key to PRDCATP | Integer |
LICBUS | VARPROD | Variable products (Y/N) | Varchar(128) |
LICENS | ALLBUS | Y = All lines of business | Varchar(128) |
LICENS | ALLVAR | Y = All lines are variable | Varchar(128) |
LICENS | ASGUSER | User associated with a contact | Varchar(128) |
LICENS | CHGBY | Last changed user | Varchar(128) |
LICENS | CHGDATE | Last changed date | Date |
LICENS | CHGTIME | Last changed time | Time |
LICENS | CORPFLAG | Y = Corporation | Varchar(128) |
LICENS | CRTBY | Created By user | Varchar(128) |
LICENS | CRTDATE | Created date | Date |
LICENS | CRTTIME | Time created | Time |
LICENS | EFFECTIV | Effective Date | Date |
LICENS | ENTITYID | Foreign key to ENTITY | Integer |
LICENS | EXPIRES | Expiration date | Date |
LICENS | LICENSID | Primary Key | Integer |
LICENS | LICNUM | State license number | Varchar(128) |
LICENS | RESSTATE | Y = Resident state | Varchar(128) |
LICENS | STATE | State Code | Varchar(128) |
LICENS | STATUS | License status. Links to STATUS field on LICAPPSTS table. | Varchar(128) |
LICENS | VLICNUM | VARIABLE LICENSE NUMBER | Varchar(128) |
LICNOTE | CHGBY | Last changed user | Varchar(128) |
LICNOTE | CHGDATE | Last changed date | Date |
LICNOTE | CHGTIME | Last changed time | Time |
LICNOTE | CRTBY | Created By user | Varchar(128) |
LICNOTE | CRTDATE | Created date | Date |
LICNOTE | CRTTIME | Time created | Time |
LICNOTE | LICENSID | Foreign key to LICENS | Integer |
LICNOTE | NOTES | Notes | Note(32,767) |
LICREQ | CARECEIV | Carrier received date | Date |
LICREQ | CARORDER | Carrier ordered date | Date |
LICREQ | CHGBY | Last changed user | Varchar(128) |
LICREQ | CHGDATE | Last changed date | Date |
LICREQ | CHGTIME | Last changed time | Time |
LICREQ | CRTBY | Created By user | Varchar(128) |
LICREQ | CRTDATE | Created date | Date |
LICREQ | CRTTIME | Time created | Time |
LICREQ | DESCR | License Requirement description | Varchar(128) |
LICREQ | FOLLOWUP | Follow Up Date | Date |
LICREQ | FORMSID | Forms ID – System internal identifier | Integer |
LICREQ | LICENSID | Foreign key to LICENS | Integer |
LICREQ | LICREQID | Primary Key | Integer |
LICREQ | ORDERED | Ordered Date | Date |
LICREQ | RECEIVED | Received Date | Date |
LICREQ | REQCDE | Requirement Code | Varchar(128) |
LICREQ | REQTYP | Requirement type (D = Delivery, U = Underwriting, L = License, Q = Questionnaire) | Varchar(128) |
NOTE_APPOINTMENT | APPOINTMENT_ID | Appointment ID | Integer |
NOTE_APPOINTMENT | CREATED | Created date | Timestamp |
NOTE_APPOINTMENT | CREATED_BY | User created | Varchar(128) |
NOTE_APPOINTMENT | ID | Primary Key | Integer |
NOTE_APPOINTMENT | MODIFIED | Modified date | Timestamp |
NOTE_APPOINTMENT | MODIFIED_BY | User modified | Varchar(128) |
NOTE_APPOINTMENT | NOTE | Note | Varchar(32000) |
NOTE_ENTITY | CREATED | Created date | Timestamp |
NOTE_ENTITY | CREATED_BY | User created | Varchar(128) |
NOTE_ENTITY | ENTITY_ID | Foreign key to ENTITY | bigint |
NOTE_ENTITY | ID | Primary Key | bigint |
NOTE_ENTITY | MODIFIED | Modified date | Timestamp |
NOTE_ENTITY | MODIFIED_BY | User modified | Varchar(128) |
NOTE_ENTITY | NOTE | Note | Varchar(32000) |
NOTE_LICENSE | CREATED | Created date | Timestamp |
NOTE_LICENSE | CREATED_BY | User created | Varchar(128) |
NOTE_LICENSE | ID | Primary Key | bigint |
NOTE_LICENSE | LICENSE_ID | License ID | bigint |
NOTE_LICENSE | MODIFIED | Modified date | Timestamp |
NOTE_LICENSE | MODIFIED_BY | User modified | Varchar(128) |
NOTE_LICENSE | NOTE | Note | Varchar(32000) |
PHONE | AREA | Phone area code | Integer |
PHONE | CHGBY | Last changed user | Varchar(128) |
PHONE | CHGDATE | Last changed date | Date |
PHONE | CNTPHNID | Foreign key to Phone ID in this table | Integer |
PHONE | DESC | Phone description | Varchar(128) |
PHONE | ENTITYID | Foreign key to ENTITY | Integer |
PHONE | INTAREA | Phone international code | Integer |
PHONE | MEMOFLG | Memo address flag | Varchar(128) |
PHONE | MKTNGFLG | Marketing flag | Varchar(128) |
PHONE | NOTES | Notes | Varchar(128) |
PHONE | PARENFLG | Parent Address flag | Varchar(128) |
PHONE | PHONE | Phone number | Integer |
PHONE | PHONEEXT | Phone extension | Integer |
PHONE | PHONEID | Primary Key | Integer |
PHONE | PHTYPE | Type of phone (Cell, Fax, Voice) | Varchar(128) |
PHONE | PRMRYFLG | Primary flag | Varchar(128) |
PHONE | SECNDFLG | 2nd phone flag | Varchar(128) |
SYVALUE | DESCR | System Value description | Varchar(128) |
SYVALUE | KEY | Field Key (Internal Agency Integrator identifier) | Varchar(128) |
SYVALUE | VALUE1 | Value 1 | Varchar(128) |
SYVALUE | VALUE2 | Value 2 | Varchar(128) |
SYVALUE | VALUE3 | Value 3 | Varchar(128) |
TRAINING_TYPE | CREATED | Created timestamp | Timestamp |
TRAINING_TYPE | CREATED_BY | Created by user | Varchar(128) |
TRAINING_TYPE | DELETED | If the value is 1 this training type has been deleted | bigint |
TRAINING_TYPE | DESCRIPTION | CE/Training type name | Varchar(128) |
TRAINING_TYPE | ID | Primary key | bigint |
TRAINING_TYPE | MODIFIED | Changed timestamp | Timestamp |
TRAINING_TYPE | MODIFIED_BY | Changed by user | Varchar(128) |
TYPANSWR | ANSWER | Question answer | Varchar(128) |
TYPANSWR | CHGBY | Last changed user | Varchar(128) |
TYPANSWR | CHGDATE | Last changed date | Date |
TYPANSWR | CHGTIME | Last changed time | Time |
TYPANSWR | CRTBY | Created By user | Varchar(128) |
TYPANSWR | CRTDATE | Created date | Date |
TYPANSWR | ENTITYID | Foreign key to ENTITY | Integer |
TYPANSWR | ENTTYPID | Foreign key to ENTTYPE | Integer |
TYPANSWR | TYPDTAID | Foreign key to TYPQUEST | Integer |
TYPANSWR | TYPECDID | Foreign key to TYPES | Integer |
TYPES | AITYPE | Foreign key to SYVALUE table | Varchar(128) |
TYPES | ATTR | Defines C = Global, O = Organization, or P = Personal User access | Varchar(128) |
TYPES | DESCR | Contact Type description | Varchar(128) |
TYPES | INCLSRCH | Include contact type in Agency Integrator search. Y = Include | Varchar(128) |
TYPES | PERM | System default contact type flag | Varchar(128) |
TYPES | TYPECD | Contact type name | Varchar(128) |
TYPES | TYPECDID | Primary Key | Integer |
TYPORG | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
TYPORG | TYPECDID | Foreign key to TYPES | Integer |
TYPQUEST | CHGBY | Last changed user | Varchar(128) |
TYPQUEST | CHGDATE | Last changed date | Date |
TYPQUEST | CHGTIME | Last changed time | Time |
TYPQUEST | DATATYPE | Data type – Date, Number or Text | Varchar(128) |
TYPQUEST | ORDER | Order | Integer |
TYPQUEST | QUESTION | Question | Varchar(128) |
TYPQUEST | REQUIRED | Answer required flag. Y = Required, N = Not required | Varchar(128) |
TYPQUEST | TYPDTAID | Primary Key | Integer |
TYPQUEST | TYPECDID | Foreign key to TYPES | Integer |
ECP Tab
Table Name | Field Name | Description | Data Type |
ECCASOWN | CASEID | Foreign key to CASE | bigint |
ECCASOWN | ECCASOWNID | Primary Key | bigint |
ECCASOWN | ECGROUPID | Foreign key to ECGROUP | bigint |
ECCASOWN | ECP_ENTITY_ID | Foriegn key to ENTITY (ENTITYID) | bigint |
ECCASOWN | ENTITYID | Foreign key to ENTITY | bigint |
ECCASOWN | OWNPCT | Employee ownership percentage | Float |
ECCASOWN | USERID | Foreign key to AWUSERP | Varchar(128) |
ECENTUSR | CHGBY | Last changed user | Varchar(128) |
ECENTUSR | CHGDATE | Last changed date | Date |
ECENTUSR | CRTBY | Created By user | Varchar(128) |
ECENTUSR | CRTDATE | Created date | Date |
ECENTUSR | DEFAULT | Default flag | Varchar(128) |
ECENTUSR | ECENTUSRID | Primary Key | Integer |
ECENTUSR | ENDDATE | End Date | Date |
ECENTUSR | ENTITYID | Foreign key to ENTITY | Integer |
ECENTUSR | STRDATE | Start Date | Date |
ECENTUSR | USERID | Foreign key to AWUSERP | Varchar(128) |
ECGROUP | ADJOVR | Adjust override, Y=Adjust | Varchar(128) |
ECGROUP | CHGBY | Last changed user | Varchar(128) |
ECGROUP | CHGDATE | Last changed date | Date |
ECGROUP | CRTBY | Created By user | Varchar(128) |
ECGROUP | CRTDATE | Created date | Date |
ECGROUP | ECDESC | Employee Compensation Grid description | Varchar(128) |
ECGROUP | ECGROUPID | Primary Key | Integer |
ECGROUP | ECNAME | Employee Compensation Grid name | Varchar(128) |
ECGROUP | ENDDATE | End Date | Date |
ECGROUP | STRDATE | Start Date | Date |
ECGRPORG | ECGROUPID | Foreign key to ECGROUP | Integer |
ECGRPORG | ECGRPORGID | Primary Key | Integer |
ECGRPORG | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
ECGRPUSR | CHGBY | Last changed user | Varchar(128) |
ECGRPUSR | CHGDATE | Last changed date | Date |
ECGRPUSR | CRTBY | Created By user | Varchar(128) |
ECGRPUSR | CRTDATE | Created date | Date |
ECGRPUSR | ECGROUPID | Foreign key to ECGROUP | Integer |
ECGRPUSR | ECGRPUSRID | Primary Key | Integer |
ECGRPUSR | ENDDATE | End Date | Date |
ECGRPUSR | STRDATE | Start Date | Date |
ECGRPUSR | USERID | Foreign key to AWUSERP | Varchar(128) |
ECP_GRID | ACTIVE_DATE | Active Date | Date |
ECP_GRID | CREATED | Created timestamp | Timestamp |
ECP_GRID | CREATED_BY | Created by user | Varchar(128) |
ECP_GRID | DESCRIPTION | Description | Varchar(128) |
ECP_GRID | ID | Primary key | bigint |
ECP_GRID | INACTIVE_DATE | Inactive Date | Date |
ECP_GRID | MODIFIED | Changed timestamp | Timestamp |
ECP_GRID | MODIFIED_BY | Modified by User | Varchar(128) |
ECP_GRID | NAME | Name | Varchar(128) |
ECP_GRID | OVERRIDE_SHARE_FLAG | Adjust override, 1=Adjust | Varchar(128) |
ECP_GRID_ORGANIZATION | CREATED | Created timestamp | Timestamp |
ECP_GRID_ORGANIZATION | CREATED_BY | Created by user | Varchar(128) |
ECP_GRID_ORGANIZATION | ECP_GRID_ID | Foriegn key to ECP_GRID | bigint |
ECP_GRID_ORGANIZATION | ID | Primary key | bigint |
ECP_GRID_ORGANIZATION | MODIFIED | Changed timestamp | Timestamp |
ECP_GRID_ORGANIZATION | MODIFIED_BY | Modified by User | Varchar(128) |
ECP_GRID_ORGANIZATION | ORGANIZATION_ID | Foriegn key to AWORGAN (AWORGANID) | bigint |
ECP_GRID_RATE | ACTIVE_DATE | Active Date | Date |
ECP_GRID_RATE | CARRIER_ID | Foriegn key to CARRIER | bigint |
ECP_GRID_RATE | COMMISSION_RATE_BASE_ID | Foriegn key to RATEBASE | bigint |
ECP_GRID_RATE | CREATED | Created timestamp | Timestamp |
ECP_GRID_RATE | CREATED_BY | Created by user | Varchar(128) |
ECP_GRID_RATE | DESCRIPTION | Description | Varchar(128) |
ECP_GRID_RATE | ECP_GRID_ID | Foriegn key to ECP_GRID | bigint |
ECP_GRID_RATE | FROM_YEAR | From year | bigint |
ECP_GRID_RATE | ID | Primary key | bigint |
ECP_GRID_RATE | INACTIVE_DATE | Inactive Date | Date |
ECP_GRID_RATE | MODIFIED | Changed timestamp | Timestamp |
ECP_GRID_RATE | MODIFIED_BY | Modified by User | Varchar(128) |
ECP_GRID_RATE | NAME | Name | Varchar(128) |
ECP_GRID_RATE | PLAN_ID | Foriegn key to PLAN | bigint |
ECP_GRID_RATE | PRODUCT_ID | Foriegn key to SUBCATP | bigint |
ECP_GRID_RATE | PRODUCT_VARIATION_ID | Foriegn key to PRODUCT_VARIATION | bigint |
ECP_GRID_RATE | RATE | Rate | Float |
ECP_GRID_RATE | TO_YEAR | To year | bigint |
ECP_GRID_USER | CREATED | Created timestamp | Timestamp |
ECP_GRID_USER | CREATED_BY | Created by user | Varchar(128) |
ECP_GRID_USER | ECP_ENTITY_ID | Foriegn key to ENTITY (ENTITYID) | bigint |
ECP_GRID_USER | ECP_GRID_ID | Foriegn key to ECP_GRID | bigint |
ECP_GRID_USER | END_DATE | End Date | Date |
ECP_GRID_USER | ID | Primary key | bigint |
ECP_GRID_USER | MODIFIED | Changed timestamp | Timestamp |
ECP_GRID_USER | MODIFIED_BY | Modified by User | Varchar(128) |
ECP_GRID_USER | START_DATE | Start Date | Date |
ECP_GRID_USER | USERID | Will be replaced by ECP_ENTITY_ID | Varchar(128) |
ECSHARE | CARRID | Foreign key to CARRIER | Integer |
ECSHARE | CHGBY | Last changed user | Varchar(128) |
ECSHARE | CHGDATE | Last changed date | Date |
ECSHARE | CRTBY | Created By user | Varchar(128) |
ECSHARE | CRTDATE | Created date | Date |
ECSHARE | ECGROUPID | Foreign key to ECGROUP | Integer |
ECSHARE | ECSDESCR | Override sharing description | Varchar(128) |
ECSHARE | ECSHAREID | Primary Key | Integer |
ECSHARE | ECSNAME | Override sharing name | Varchar(128) |
ECSHARE | ENDDATE | End Date | Date |
ECSHARE | FROMYEAR | From year | Integer |
ECSHARE | PLANID | Foreign key to PLAN | Integer |
ECSHARE | RATE | Rate | Float |
ECSHARE | RATEBASEID | Foreign key to RATEBASE | Integer |
ECSHARE | STRDATE | Start Date | Date |
ECSHARE | SUBCATID | Foreign key to SUBCATID | Integer |
ECSHARE | THRUYEAR | Through year | Integer |
PRODUCT_VARIATION | CREATED | Created timestamp | Timestamp |
PRODUCT_VARIATION | CREATED_BY | Created by user | Varchar(128) |
PRODUCT_VARIATION | DESCRIPTION | Description | Varchar(128) |
PRODUCT_VARIATION | END_DATE | End Date | Date |
PRODUCT_VARIATION | ID | Primary key | bigint |
PRODUCT_VARIATION | MODIFIED | Changed timestamp | Timestamp |
PRODUCT_VARIATION | MODIFIED_BY | Modified by User | Varchar(128) |
PRODUCT_VARIATION | NAME | Name | Varchar(128) |
PRODUCT_VARIATION | PLAN_ID | Foriegn key to PLAN | bigint |
PRODUCT_VARIATION | START_DATE | Start Date | Date |
Hierarchy Tab
Table Name | Field Name | Description | Data Type |
HIEDTLP | CHGBY | Last changed user | Varchar(128) |
HIEDTLP | CHGDATE | Last changed date | Date |
HIEDTLP | CHGTIME | Last changed time | Time |
HIEDTLP | DTLIDDN | Hierarchy detail ID to down in hierarchy. Example: The Adams Agency is down of Evans, Scott | Integer |
HIEDTLP | DTLIDLF | Hierarchy detail ID to left in hierarchy. Example: The Adams Agency is left of Turni, Yevgeniy. | Integer |
HIEDTLP | DTLIDRT | Hierarchy detail ID to right in hierarchy. Example: Turni, Yevgeniy is right of The Adams Agency. | Integer |
HIEDTLP | DTLIDUP | Hierarchy detail ID to up in hierarchy. Example: Evans, Scott is up of The Adams Agency. | Integer |
HIEDTLP | DYNAMIC | Y or blank | Varchar(128) |
HIEDTLP | ENDDATE | End Date | Date |
HIEDTLP | ENTITYID | Foreign key to ENTITY | Integer |
HIEDTLP | HIEDTLID | Primary Key | Integer |
HIEDTLP | HIELVLID | Foreign key to HIELVLP | Integer |
HIEDTLP | HIEMSTID | Foreign key to HIEMSTP | Integer |
HIEDTLP | PRIMARY | Primary affiliation | Varchar(128) |
HIEDTLP | STRDATE | Start Date | Date |
HIELVLP | ADJOVR | Adjust override, Y=Adjust | Varchar(128) |
HIELVLP | HIELVLID | Primary Key | Integer |
HIELVLP | HIEMSTID | Foreign key to HIEMSTP | Integer |
HIELVLP | LEVEL | Hierarchy level | Integer |
HIELVLP | LVLNAME | Hierarchy level name | Varchar(128) |
HIEMSTP | APPATTCH | Attach hierarchy to application flag | Varchar(128) |
HIEMSTP | CRTBY | Created By user | Varchar(128) |
HIEMSTP | CRTDATE | Created date | Date |
HIEMSTP | ENDDATE | End Date | Date |
HIEMSTP | HIEDESCR | Hierarchy description | Varchar(128) |
HIEMSTP | HIEDTLID | Foreign key to HIEDTLP | Integer |
HIEMSTP | HIEMSTID | Primary Key | Integer |
HIEMSTP | HIENAME | Hierarchy name | Varchar(128) |
HIEMSTP | STRDATE | Start Date | Date |
HIEORGP | AWOID | Foreign key to AWORGAN | Integer |
HIEORGP | HIEMSTID | Foreign key to HIEMSTP | Integer |
HIEORGP | HIEORGID | Primary Key | Integer |
OVRSHRP | CARRID | Foreign key to CARRIER | Integer |
OVRSHRP | CHGBY | Last changed user | Varchar(128) |
OVRSHRP | CHGDATE | Last changed date | Date |
OVRSHRP | CRTBY | Created By user | Varchar(128) |
OVRSHRP | CRTDATE | Created date | Date |
OVRSHRP | ENDDATE | End Date | Date |
OVRSHRP | FROMYEAR | From year | Integer |
OVRSHRP | HIELVLID | Foreign key to HIELVLP | Integer |
OVRSHRP | HIEMSTID | Foreign key to HIEMSTP | Integer |
OVRSHRP | OVRSHRID | Primary Key | Integer |
OVRSHRP | RATE | Rate | Float |
OVRSHRP | RATEBASEID | Foreign key to RATEBASE | Integer |
OVRSHRP | SHRDESCR | Override sharing scenario description | Varchar(128) |
OVRSHRP | SHRNAME | Override sharing scenario name | Varchar(128) |
OVRSHRP | STRDATE | Start Date | Date |
OVRSHRP | SUBCATID | Foreign key to SUBCATID | Integer |
OVRSHRP | THRUYEAR | Through year | Integer |
OVRSHRP | TPPRDID | Foreign key to PLAN (PLANID) | Integer |
OVRSHRP | MGAPAY | MGA Pay (Y/N) | Integer |
Illustrations Tab
Table Name | Field Name | Description | Data Type |
ILLUSADV | DESCR | Illustration description | Varchar(128) |
ILLUSADV | ILLUSADVID | Primary Key | Integer |
ILLUST | AGTADD1 | Address line 1 | Varchar(128) |
ILLUST | AGTADD2 | Address line 2 | Varchar(128) |
ILLUST | AGTADD3 | Address line 3 | Varchar(128) |
ILLUST | AGTCELL | Agent cell | Varchar(128) |
ILLUST | AGTCITY | Agent City | Varchar(128) |
ILLUST | AGTCOMPA | Agency company name | Varchar(128) |
ILLUST | AGTEMAIL | Agent e-mail | Varchar(128) |
ILLUST | AGTFAX | Agent fax | Varchar(128) |
ILLUST | AGTFNAM | Agent first name | Varchar(128) |
ILLUST | AGTLNAM | Agent last name | Varchar(128) |
ILLUST | AGTMDLI | Agent Middle Initial | Varchar(128) |
ILLUST | AGTPHONE | Phone number | Varchar(128) |
ILLUST | AGTSTATE | Agent State | Varchar(128) |
ILLUST | AGTZIP | Agent zip | Varchar(128) |
ILLUST | CASEID | Foreign key to CASE | Integer |
ILLUST | CHGBY | Last changed user | Varchar(128) |
ILLUST | CHGDATE | Last changed date | Date |
ILLUST | CHGTIME | Last changed time | Time |
ILLUST | CL1AGE | Client 1 age | Integer |
ILLUST | CL1DOB | Client 1 Date of Birth | Date |
ILLUST | CL1FNAM | Client 1 first name | Varchar(128) |
ILLUST | CL1HTFEET | Client 1 Height (feet) | Integer |
ILLUST | CL1HTINCH | Client 1 Height (Inch) | Integer |
ILLUST | CL1LNAM | Client 1 last name | Varchar(128) |
ILLUST | CL1M | Client 1 middle initial | Varchar(128) |
ILLUST | CL1SEX | Client 1 sex | Varchar(128) |
ILLUST | CL1SMOKER | Client 1 smoker status | Varchar(128) |
ILLUST | CL1STATE | Client 1 state | Varchar(128) |
ILLUST | CL1WTLBS | Client 1 weight | Integer |
ILLUST | CL2AGE | Client 2 age | Integer |
ILLUST | CL2DOB | Client 2 Date of Birth | Date |
ILLUST | CL2FNAM | Client 2 first name | Varchar(128) |
ILLUST | CL2HTFEET | Client 2 Height (feet) | Integer |
ILLUST | CL2HTINCH | Client 2 Height (Inch) | Integer |
ILLUST | CL2LNAM | Client 2 last name | Varchar(128) |
ILLUST | CL2M | Client 2 middle initial | Varchar(128) |
ILLUST | CL2SEX | Client 2 sex | Varchar(128) |
ILLUST | CL2SMOKER | Client 2 smoker status | Varchar(128) |
ILLUST | CL2STATE | Client 2 state | Varchar(128) |
ILLUST | CL2WTLBS | Client 2 weight | Integer |
ILLUST | CRTBY | Created By user | Varchar(128) |
ILLUST | CRTDATE | Created date | Date |
ILLUST | CRTTIME | Time created | Time |
ILLUST | ENTITYID | Foreign key to ENTITY | Integer |
ILLUST | ILLUSTID | Primary Key | Integer |
ILLUST | NOTES | Notes | Note(32,767) |
ILLUST | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
ILLUST | SENDVIA | Send via code | Integer |
ILLUST | SLSEVTID | Unique ID of attached sales vault item | Integer |
ILLUSTAN | AMOUNT1 | Amount 1 | Integer |
ILLUSTAN | AMOUNT2 | Amount 2 | Integer |
ILLUSTAN | AMOUNT3 | Amount 3 | Integer |
ILLUSTAN | AMOUNT4 | Amount 4 | Integer |
ILLUSTAN | ANTYPE | Annuity type | Varchar(128) |
ILLUSTAN | ASSIGNEDTO | Person Assigned to | Varchar(128) |
ILLUSTAN | CARRID | Foreign key to CARRIER | Integer |
ILLUSTAN | CARRNAME | Carrier Name | Varchar(128) |
ILLUSTAN | CHGBY | Last changed user | Varchar(128) |
ILLUSTAN | CHGDATE | Last changed date | Date |
ILLUSTAN | CHGTIME | Last changed time | Time |
ILLUSTAN | CMPLTDBY | Person who completed | Varchar(128) |
ILLUSTAN | COMPLETED | Completed date | Date |
ILLUSTAN | COSTBASIS | Cost Basis | Varchar(128) |
ILLUSTAN | COUNT | Count | Integer |
ILLUSTAN | CRTBY | Created By user | Varchar(128) |
ILLUSTAN | CRTDATE | Created date | Date |
ILLUSTAN | CRTTIME | Time created | Time |
ILLUSTAN | DUE | Due Date | Date |
ILLUSTAN | ILLUSADVID | Foreign key to ILLUSADV | Integer |
ILLUSTAN | ILLUSTANID | Primary key | Integer |
ILLUSTAN | ILLUSTID | Foreign key to ILLUST | Integer |
ILLUSTAN | INITBENMOD | Init Benefit Mode | Integer |
ILLUSTAN | NOTES | Notes | Note(32,767) |
ILLUSTAN | ORDERED | Ordered date | Date |
ILLUSTAN | PAYLENG1 | Pay Length 1 | Integer |
ILLUSTAN | PAYLENG2 | Pay Length 2 | Integer |
ILLUSTAN | PAYLENG3 | Pay Length 3 | Integer |
ILLUSTAN | PAYLENG4 | Pay Length 4 | Integer |
ILLUSTAN | PLANID | Foreign key to PLAN | Integer |
ILLUSTAN | PLANNAME | Plan name | Varchar(128) |
ILLUSTAN | PLTYPEID | Foreign key to PLTYPE | Integer |
ILLUSTAN | QUALIFIED | Hierarchy level | Varchar(128) |
ILLUSTAN | RATE | Rate | Varchar(128) |
ILLUSTAN | SAMOUNT | Amount | Integer |
ILLUSTAN | SAVEAGE | Save Age | Varchar(128) |
ILLUSTAN | SCASHRFND | Cash Refund | Varchar(128) |
ILLUSTAN | SCERTLF | Certain and life | Varchar(128) |
ILLUSTAN | SCERTLFYR | Certain and life Years | Integer |
ILLUSTAN | SCERTONLY | Certain only | Varchar(128) |
ILLUSTAN | SCERTONLYY | Certain only Years | Integer |
ILLUSTAN | SINSTRFND | Installment Refund | Varchar(128) |
ILLUSTAN | SLFONLY | Life Only | Varchar(128) |
ILLUSTAN | SOLD | Sold | Varchar(128) |
ILLUSTAN | SOLVEFOR | Solve for | Varchar(128) |
ILLUSTAN | SPAYOUTDT | First Payout | Date |
ILLUSTAN | SPCTSUR | Percent to survivor | Float |
ILLUSTAN | SPLBASIS | Basis | Varchar(128) |
ILLUSTAN | STYPE | SPIA Type | Varchar(128) |
ILLUSTDI | ADDRIDERS | Additional Riders | Varchar(128) |
ILLUSTDI | ASSIGNEDTO | Person Assigned to | Varchar(128) |
ILLUSTDI | BASEBEN | Base Policy benefit | Integer |
ILLUSTDI | BASEBENP | Base Benefit period | Varchar(128) |
ILLUSTDI | CARRID | Foreign key to CARRIER | Integer |
ILLUSTDI | CARRNAME | Carrier Name | Varchar(128) |
ILLUSTDI | CHGBY | Last changed user | Varchar(128) |
ILLUSTDI | CHGDATE | Last changed date | Date |
ILLUSTDI | CHGTIME | Last changed time | Time |
ILLUSTDI | CMPLTDBY | Person who completed | Varchar(128) |
ILLUSTDI | COMPLETED | Completed date | Date |
ILLUSTDI | COUNT | Count | Integer |
ILLUSTDI | CRTBY | Created By user | Varchar(128) |
ILLUSTDI | CRTDATE | Created date | Date |
ILLUSTDI | CRTTIME | Time created | Time |
ILLUSTDI | DEPCHILD | Dependant Children | Varchar(128) |
ILLUSTDI | DUE | Due Date | Date |
ILLUSTDI | ELIMPERIOD | Base Elimination Period | Integer |
ILLUSTDI | EMPSTS | Employee Status | Varchar(128) |
ILLUSTDI | GRPDSCNT | Group Discount | Varchar(128) |
ILLUSTDI | ILLUSADVID | Foreign key to ILLUSADV | Integer |
ILLUSTDI | ILLUSTDIID | Primary key | Integer |
ILLUSTDI | ILLUSTID | Foreign key to ILLUST | Integer |
ILLUSTDI | INCMMODE | Income Mode | Integer |
ILLUSTDI | INCOME | Income | Integer |
ILLUSTDI | NOTES | Notes | Note(32,767) |
ILLUSTDI | OCCCLS | Occupation Class | Varchar(128) |
ILLUSTDI | OCCUPATION | Occupation | Varchar(128) |
ILLUSTDI | ORDERED | Ordered date | Date |
ILLUSTDI | OTHERDI | Other DI coverage | Varchar(128) |
ILLUSTDI | PAYOUTOPT | Payout option | Integer |
ILLUSTDI | PLANID | Foreign key to PLAN | Integer |
ILLUSTDI | PLANNAME | Plan name | Varchar(128) |
ILLUSTDI | PLTYPEID | Foreign key to PLTYPE | Integer |
ILLUSTDI | SAVEAGE | Save Age | Varchar(128) |
ILLUSTDI | SOLD | Sold | Varchar(128) |
ILLUSTDI | SSBEN | SS Benefit Period | Varchar(128) |
ILLUSTDI | SSBENPER | SS rider | Varchar(128) |
ILLUSTDI | SSELIM | SS Elimination Period | Integer |
ILLUSTDI | WHOPAY | Premium paid by | Varchar(128) |
ILLUSTHE | ACCIDENT | Accident flag (Y/N) | Varchar(128) |
ILLUSTHE | ASSIGNEDTO | Person Assigned to | Varchar(128) |
ILLUSTHE | CARRID | Foreign key to CARRIER | Integer |
ILLUSTHE | CARRNAME | Carrier Name | Varchar(128) |
ILLUSTHE | CHGBY | Last changed user | Varchar(128) |
ILLUSTHE | CHGDATE | Last changed date | Date |
ILLUSTHE | CHGTIME | Last changed time | Time |
ILLUSTHE | CMPLTDBY | Person who completed | Varchar(128) |
ILLUSTHE | COMPLETED | Completed date | Date |
ILLUSTHE | COUNT | Count | Integer |
ILLUSTHE | CRTBY | Created By user | Varchar(128) |
ILLUSTHE | CRTDATE | Created date | Date |
ILLUSTHE | CRTTIME | Time created | Time |
ILLUSTHE | DEDUCTIBLE | Deductible | Integer |
ILLUSTHE | DRUGCARD | Drug Card flag (Y/N) | Varchar(128) |
ILLUSTHE | DUE | Due Date | Date |
ILLUSTHE | HOSPITAL | Hospital | Varchar(128) |
ILLUSTHE | ILLUSADVID | Foreign key to ILLUSADV | Integer |
ILLUSTHE | ILLUSTHEID | Primary Key | Integer |
ILLUSTHE | ILLUSTID | Foreign key to ILLUST | Integer |
ILLUSTHE | MATERNITY | Maternity flag (Y/N) | Varchar(128) |
ILLUSTHE | NOTES | Notes | Note(32,767) |
ILLUSTHE | ORDERED | Ordered date | Date |
ILLUSTHE | PLANID | Foreign key to PLAN | Integer |
ILLUSTHE | PLANNAME | Plan name | Varchar(128) |
ILLUSTHE | PLTYPEID | Foreign key to PLTYPE | Integer |
ILLUSTHE | SAVEAGE | Save Age | Varchar(128) |
ILLUSTHE | SOLD | Sold | Varchar(128) |
ILLUSTHE | WELLBABY | Well Baby flag (Y/N) | Varchar(128) |
ILLUSTLT | AIBINFRID1 | AIB inflation rider client 1 | Varchar(128) |
ILLUSTLT | AIBINFRID2 | AIB inflation rider client 2 | Varchar(128) |
ILLUSTLT | ASSIGNEDTO | Person Assigned to | Varchar(128) |
ILLUSTLT | CARRID | Foreign key to CARRIER | Integer |
ILLUSTLT | CARRNAME | Carrier Name | Varchar(128) |
ILLUSTLT | CHGBY | Last changed user | Varchar(128) |
ILLUSTLT | CHGDATE | Last changed date | Date |
ILLUSTLT | CHGTIME | Last changed time | Time |
ILLUSTLT | CLASSID1 | Class client 1 | Integer |
ILLUSTLT | CLASSID2 | Class client 2 | Integer |
ILLUSTLT | CMPLTDBY | Person who completed | Varchar(128) |
ILLUSTLT | COMPLETED | Completed date | Date |
ILLUSTLT | COUNT | Count | Integer |
ILLUSTLT | CRTBY | Created By user | Varchar(128) |
ILLUSTLT | CRTDATE | Created date | Date |
ILLUSTLT | CRTTIME | Time created | Time |
ILLUSTLT | DUE | Due Date | Date |
ILLUSTLT | FULLILLUS1 | Full illustration client 1 | Varchar(128) |
ILLUSTLT | FULLILLUS2 | Full illustration client 2 | Varchar(128) |
ILLUSTLT | HOMEHAMT1 | Home health care client 1 | Float |
ILLUSTLT | HOMEHAMT2 | Home health care client 2 | Float |
ILLUSTLT | HOMEHBENP1 | Home health care benefit period client 1 | Varchar(128) |
ILLUSTLT | HOMEHBENP2 | Home health care benefit period client 2 | Varchar(128) |
ILLUSTLT | HOMEHELIM1 | Home health care elimination period client 1 | Varchar(128) |
ILLUSTLT | HOMEHELIM2 | Home health care elimination period client 2 | Varchar(128) |
ILLUSTLT | ILLUSADVID | Foreign key to ILLUSADV | Integer |
ILLUSTLT | ILLUSTID | Foreign key to ILLUST | Integer |
ILLUSTLT | ILLUSTLTID | Primary Key | Integer |
ILLUSTLT | NHOMEAMT1 | Nursing home benefit client 1 | Float |
ILLUSTLT | NHOMEAMT2 | Nursing home benefit client 2 | Float |
ILLUSTLT | NHOMEBENP1 | Nursing home Benefit period client 1 | Varchar(128) |
ILLUSTLT | NHOMEBENP2 | Nursing home Benefit period client 2 | Varchar(128) |
ILLUSTLT | NHOMEELIM1 | Nursing home elimination period client 1 | Varchar(128) |
ILLUSTLT | NHOMEELIM2 | Nursing home elimination period Client 2 | Varchar(128) |
ILLUSTLT | NOTES | Notes | Note(32,767) |
ILLUSTLT | ORDERED | Ordered date | Date |
ILLUSTLT | PLANID | Foreign key to PLAN | Integer |
ILLUSTLT | PLANNAME | Plan name | Varchar(128) |
ILLUSTLT | PLTYPEID | Foreign key to PLTYPE | Integer |
ILLUSTLT | RTNPRMRID1 | Return premium rider client 1 | Varchar(128) |
ILLUSTLT | RTNPRMRID2 | Return premium rider client 2 | Varchar(128) |
ILLUSTLT | SAVEAGE | Save Age | Varchar(128) |
ILLUSTLT | SOLD | Sold | Varchar(128) |
ILLUSTLT | SPCDSC1 | Spouse discount client 1 | Varchar(128) |
ILLUSTLT | SPCDSC2 | Spouse discount client 2 | Varchar(128) |
ILLUSTTM | ADBAMT | ADB Amount | Integer |
ILLUSTTM | ADBRID | ADB | Varchar(128) |
ILLUSTTM | ASSIGNEDTO | Person Assigned to | Varchar(128) |
ILLUSTTM | CARRID | Foreign key to CARRIER | Integer |
ILLUSTTM | CARRNAME | Carrier Name | Varchar(128) |
ILLUSTTM | CHGBY | Last changed user | Varchar(128) |
ILLUSTTM | CHGDATE | Last changed date | Date |
ILLUSTTM | CHGTIME | Last changed time | Time |
ILLUSTTM | CHILDAGE | Child age youngest | Integer |
ILLUSTTM | CHILDAUN | Child age Days/Months/Years | Integer |
ILLUSTTM | CHILDRID | Base Benefit period | Varchar(128) |
ILLUSTTM | CHILDUNI | Child units | Integer |
ILLUSTTM | CL1CLASSID | Client 1 Class ID | Integer |
ILLUSTTM | CL1FLTXTRA | Client 1 Class Flat extra | Varchar(128) |
ILLUSTTM | CL1FLTYRS | Client 1 Class Flat extra years | Varchar(128) |
ILLUSTTM | CL1TBLRATE | Client 1 Class Table Rating | Varchar(128) |
ILLUSTTM | CL2CLASSID | Client 2 Class ID | Integer |
ILLUSTTM | CL2FLTXTRA | Client 2 Class Flat extra | Varchar(128) |
ILLUSTTM | CL2FLTYRS | Client 2 Class Flat extra years | Varchar(128) |
ILLUSTTM | CL2TBLRATE | Client 2 Class Table Rating | Varchar(128) |
ILLUSTTM | CMPLTDBY | Person who completed | Varchar(128) |
ILLUSTTM | COMPLETED | Completed date | Date |
ILLUSTTM | COUNT | Count | Integer |
ILLUSTTM | CRTBY | Created By user | Varchar(128) |
ILLUSTTM | CRTDATE | Created date | Date |
ILLUSTTM | CRTTIME | Time created | Time |
ILLUSTTM | DUE | Due Date | Date |
ILLUSTTM | FACEAMT | Face Amount | Varchar(128) |
ILLUSTTM | ILLUSADVID | Foreign key to ILLUSADV | Integer |
ILLUSTTM | ILLUSTID | Foreign key to ILLUST | Integer |
ILLUSTTM | ILLUSTTMID | Primary Key | Integer |
ILLUSTTM | NOTES | Notes | Note(32,767) |
ILLUSTTM | ORDERED | Ordered date | Date |
ILLUSTTM | PLANID | Foreign key to PLAN | Integer |
ILLUSTTM | PLANNAME | Plan name | Varchar(128) |
ILLUSTTM | PLTYPEID | Foreign key to PLTYPE | Integer |
ILLUSTTM | PREMAMT | Premium amount | Varchar(128) |
ILLUSTTM | PREMMODE | Premium mode | Integer |
ILLUSTTM | SAVEAGE | Save Age | Varchar(128) |
ILLUSTTM | SOLD | Sold | Varchar(128) |
ILLUSTTM | SOLVEFOR | Solve for | Integer |
ILLUSTTM | SORTPREM | Premium sort | Integer |
ILLUSTTM | SORTYEAR | Year sort | Integer |
ILLUSTTM | TERMLEVEL | Term level | Integer |
ILLUSTTM | TERMTYPE | Term type | Integer |
ILLUSTTM | WAIVPREM | Waiver of premium | Varchar(128) |
ILLUSTUL | ASSIGNEDTO | Person Assigned to | Varchar(128) |
ILLUSTUL | CARRID | Foreign key to CARRIER | Integer |
ILLUSTUL | CARRNAME | Carrier Name | Varchar(128) |
ILLUSTUL | CASHDURA | Cash Value duration | Integer |
ILLUSTUL | CASHUNIT | Cash Value amount | Integer |
ILLUSTUL | CASHVALUE | Cash Value | Varchar(128) |
ILLUSTUL | CHGBY | Last changed user | Varchar(128) |
ILLUSTUL | CHGDATE | Last changed date | Date |
ILLUSTUL | CHGTIME | Last changed time | Time |
ILLUSTUL | CL1CLASSID | Client 1 Class ID | Integer |
ILLUSTUL | CL1FLTXTRA | Client 1 Class Flat extra | Varchar(128) |
ILLUSTUL | CL1FLTYRS | Client 1 Class Flat extra years | Varchar(128) |
ILLUSTUL | CL1TBLRATE | Client 1 Class Table Rating | Varchar(128) |
ILLUSTUL | CL2CLASSID | Client 2 Class ID | Integer |
ILLUSTUL | CL2FLTXTRA | Client 2 Class Flat extra | Varchar(128) |
ILLUSTUL | CL2FLTYRS | Client 2 Class Flat extra years | Varchar(128) |
ILLUSTUL | CL2TBLRATE | Client 2 Class Table Rating | Varchar(128) |
ILLUSTUL | CMPLTDBY | Person who completed | Varchar(128) |
ILLUSTUL | COMPLETED | Completed date | Date |
ILLUSTUL | COUNT | Count | Integer |
ILLUSTUL | CRTBY | Created By user | Varchar(128) |
ILLUSTUL | CRTDATE | Created date | Date |
ILLUSTUL | CRTTIME | Time created | Time |
ILLUSTUL | DEATHBEN | Death Benefit option | Integer |
ILLUSTUL | DUE | Due Date | Date |
ILLUSTUL | FACEAMT | Face Amount | Varchar(128) |
ILLUSTUL | ILLUSADVID | Foreign key to ILLUSADV | Integer |
ILLUSTUL | ILLUSTID | Foreign key to ILLUST | Integer |
ILLUSTUL | ILLUSTULID | Primary Key | Integer |
ILLUSTUL | INTEREST | Interest | Varchar(128) |
ILLUSTUL | LUMPSUM | Lump Sum | Integer |
ILLUSTUL | NOLAPSED | No Lapse Guarantee | Integer |
ILLUSTUL | NOLAPSEY | No Lapse Time | Varchar(128) |
ILLUSTUL | NOTES | Notes | Note(32,767) |
ILLUSTUL | ORDERED | Ordered date | Date |
ILLUSTUL | PLANID | Foreign key to PLAN | Integer |
ILLUSTUL | PLANNAME | Plan name | Varchar(128) |
ILLUSTUL | PLTYPEID | Foreign key to PLTYPE | Integer |
ILLUSTUL | PREMAMT | Premium amount | Varchar(128) |
ILLUSTUL | PREMLENG | Premium length | Varchar(128) |
ILLUSTUL | PREMMODE | Premium mode | Integer |
ILLUSTUL | PREMUNIT | Premium Unit | Integer |
ILLUSTUL | R1035 | 1035 | Integer |
ILLUSTUL | RATE | Rate | Float |
ILLUSTUL | SAVEAGE | Save Age | Varchar(128) |
ILLUSTUL | SOLD | Sold | Varchar(128) |
ILLUSTUL | SOLVEFOR | Solve for | Integer |
ILLUSTUL | TERMBLEND | Term Blend | Varchar(128) |
ILLUSTVL | ASSIGNEDTO | Person Assigned to | Varchar(128) |
ILLUSTVL | CARRID | Foreign key to CARRIER | Integer |
ILLUSTVL | CARRNAME | Carrier Name | Varchar(128) |
ILLUSTVL | CASHDURA | Cash Value duration | Integer |
ILLUSTVL | CASHUNIT | Cash Value amount | Integer |
ILLUSTVL | CASHVALUE | Cash Value | Varchar(128) |
ILLUSTVL | CHGBY | Last changed user | Varchar(128) |
ILLUSTVL | CHGDATE | Last changed date | Date |
ILLUSTVL | CHGTIME | Last changed time | Time |
ILLUSTVL | CL1CLASSID | Client 1 Class ID | Integer |
ILLUSTVL | CL1FLTXTRA | Client 1 Class Flat extra | Varchar(128) |
ILLUSTVL | CL1FLTYRS | Client 1 Class Flat extra years | Varchar(128) |
ILLUSTVL | CL1TBLRATE | Client 1 Class Table Rating | Varchar(128) |
ILLUSTVL | CL2CLASSID | Client 2 Class ID | Integer |
ILLUSTVL | CL2FLTXTRA | Client 2 Class Flat extra | Varchar(128) |
ILLUSTVL | CL2FLTYRS | Client 2 Class Flat extra years | Varchar(128) |
ILLUSTVL | CL2TBLRATE | Client 2 Class Table Rating | Varchar(128) |
ILLUSTVL | CMPLTDBY | Person who completed | Varchar(128) |
ILLUSTVL | COMPLETED | Completed date | Date |
ILLUSTVL | COUNT | Count | Integer |
ILLUSTVL | CRTBY | Created By user | Varchar(128) |
ILLUSTVL | CRTDATE | Created date | Date |
ILLUSTVL | CRTTIME | Time created | Time |
ILLUSTVL | DEATHBEN | Death Benefit option | Integer |
ILLUSTVL | DUE | Due Date | Date |
ILLUSTVL | FACEAMT | Face Amount | Varchar(128) |
ILLUSTVL | ILLUSADVID | Foreign key to ILLUSADV | Integer |
ILLUSTVL | ILLUSTID | Foreign key to ILLUST | Integer |
ILLUSTVL | ILLUSTVLID | Primary Key | Integer |
ILLUSTVL | LUMPSUM | Lump Sum | Integer |
ILLUSTVL | NOLAPSED | No Lapse Guarantee | Integer |
ILLUSTVL | NOLAPSEY | No Lapse Time | Varchar(128) |
ILLUSTVL | NOTES | Notes | Note(32,767) |
ILLUSTVL | ORDERED | Ordered date | Date |
ILLUSTVL | PLANID | Foreign key to PLAN | Integer |
ILLUSTVL | PLANNAME | Plan name | Varchar(128) |
ILLUSTVL | PLTYPEID | Foreign key to PLTYPE | Integer |
ILLUSTVL | PREMAMT | Premium amount | Varchar(128) |
ILLUSTVL | PREMLENG | Premium length | Varchar(128) |
ILLUSTVL | PREMMODE | Premium mode | Integer |
ILLUSTVL | PREMUNIT | Premium Unit | Integer |
ILLUSTVL | R1035 | 1035 | Integer |
ILLUSTVL | RETURN | Assumed rate of return (gross/net) | Integer |
ILLUSTVL | RETURNP | Assumed rate of return | Float |
ILLUSTVL | SAVEAGE | Save Age | Varchar(128) |
ILLUSTVL | SOLD | Sold | Varchar(128) |
ILLUSTVL | SOLVEFOR | Solve for | Integer |
ILLUSTVL | TERMBLEND | Term Blend | Varchar(128) |
ILLUSTWL | ASSIGNEDTO | Person Assigned to | Varchar(128) |
ILLUSTWL | CARRID | Foreign key to CARRIER | Integer |
ILLUSTWL | CARRNAME | Carrier Name | Varchar(128) |
ILLUSTWL | CHGBY | Last changed user | Varchar(128) |
ILLUSTWL | CHGDATE | Last changed date | Date |
ILLUSTWL | CHGTIME | Last changed time | Time |
ILLUSTWL | CL1CLASSID | Client 1 Class ID | Integer |
ILLUSTWL | CL1FLTXTRA | Client 1 Class Flat extra | Varchar(128) |
ILLUSTWL | CL1FLTYRS | Client 1 Class Flat extra years | Varchar(128) |
ILLUSTWL | CL1TBLRATE | Client 1 Class Table Rating | Varchar(128) |
ILLUSTWL | CL2CLASSID | Client 2 Class ID | Integer |
ILLUSTWL | CL2FLTXTRA | Client 2 Class Flat extra | Varchar(128) |
ILLUSTWL | CL2FLTYRS | Client 2 Class Flat extra years | Varchar(128) |
ILLUSTWL | CL2TBLRATE | Client 2 Class Table Rating | Varchar(128) |
ILLUSTWL | CMPLTDBY | Person who completed | Varchar(128) |
ILLUSTWL | COMPLETED | Completed date | Date |
ILLUSTWL | COUNT | Count | Integer |
ILLUSTWL | CRTBY | Created By user | Varchar(128) |
ILLUSTWL | CRTDATE | Created date | Date |
ILLUSTWL | CRTTIME | Time created | Time |
ILLUSTWL | DEATHBEN | Death Benefit option | Integer |
ILLUSTWL | DIVIDEND | Dividend | Varchar(128) |
ILLUSTWL | DUE | Due Date | Date |
ILLUSTWL | FACEAMT | Face Amount | Varchar(128) |
ILLUSTWL | ILLUSADVID | Foreign key to ILLUSADV | Integer |
ILLUSTWL | ILLUSTID | Foreign key to ILLUST | Integer |
ILLUSTWL | ILLUSTWLID | Primary Key | Integer |
ILLUSTWL | LUMPSUM | Lump Sum | Integer |
ILLUSTWL | NOTES | Notes | Note(32,767) |
ILLUSTWL | OFFSET | Offset | Integer |
ILLUSTWL | OFFSETY | Offset Years | Integer |
ILLUSTWL | ORDERED | Ordered date | Date |
ILLUSTWL | PLANID | Foreign key to PLAN | Integer |
ILLUSTWL | PLANNAME | Plan name | Varchar(128) |
ILLUSTWL | PLTYPEID | Foreign key to PLTYPE | Integer |
ILLUSTWL | PREMAMT | Premium amount | Varchar(128) |
ILLUSTWL | PREMLENG | Premium length | Varchar(128) |
ILLUSTWL | PREMMODE | Premium mode | Integer |
ILLUSTWL | PREMUNIT | Premium Unit | Integer |
ILLUSTWL | R1035 | 1035 | Integer |
ILLUSTWL | RATE | Rate | Float |
ILLUSTWL | SAVEAGE | Save Age | Varchar(128) |
ILLUSTWL | SOLD | Sold | Varchar(128) |
ILLUSTWL | SOLVEFOR | Solve for | Integer |
ILLUSTWL | TERMBLEND | Term Blend | Varchar(128) |
Informals Tab
Table Name | Field Name | Description | Data Type |
INFAPS | APSCATID | APS Category ID | Integer |
INFAPS | APSDESC | APS Description | Varchar(128) |
INFAPS | APSEXAMDT | APS Exam Date | Date |
INFAPS | APSNAME | APS Name | Varchar(128) |
INFAPS | CHGBY | Last changed user | Varchar(128) |
INFAPS | CHGDATE | Last changed date | Date |
INFAPS | CHGTIME | Last changed time | Time |
INFAPS | CRTBY | Created By user | Varchar(128) |
INFAPS | CRTDATE | Created date | Date |
INFAPS | CRTTIME | Time created | Time |
INFAPS | INFAPSID | Primary Key | Integer |
INFAPS | INFSUMID | Foreign key to INFSUM | Integer |
INFCMT | APSCMTID | APS Comment ID | Integer |
INFCMT | APSCOMT | Comment Text | Varchar(128) |
INFCMT | CHGBY | Last changed user | Varchar(128) |
INFCMT | CHGDATE | Last changed date | Date |
INFCMT | CHGTIME | Last changed time | Time |
INFCMT | CRTBY | Created By user | Varchar(128) |
INFCMT | CRTDATE | Created date | Date |
INFCMT | CRTTIME | Time created | Time |
INFCMT | INFAPSID | Foreign key to INFAPS | Integer |
INFCMT | INFCMTID | Primary Key | Integer |
INFQTE | CARRID | Foreign key to CARRIER | Integer |
INFQTE | CASEID | Foreign key to CASE | Integer |
INFQTE | CHGBY | Last changed user | Varchar(128) |
INFQTE | CHGDATE | Last changed date | Date |
INFQTE | CHGTIME | Last changed time | Time |
INFQTE | CRTBY | Created By user | Varchar(128) |
INFQTE | CRTDATE | Created date | Date |
INFQTE | CRTTIME | Time created | Time |
INFQTE | FACE | Face Amount | Integer |
INFQTE | FDURA | Flat Years | Integer |
INFQTE | FRATE | Flat Rate | Float |
INFQTE | INFQTEID | Primary Key | Integer |
INFQTE | INSURED | Insured number | Integer |
INFQTE | MEMOSENT | Offer Memo sent date | Date |
INFQTE | MEMOUSER | Offer Memo sent user ID | Varchar(128) |
INFQTE | NOTES | Notes | Note(32,767) |
INFQTE | OFFERSENT | Offer Sent Date | Date |
INFQTE | OFFERTYPE | Offer Type: I=Internal, P=Phone, S=Shopped | Varchar(128) |
INFQTE | OFFSENTBY | Offer Sent User | Varchar(128) |
INFQTE | PLANID | Foreign key to PLAN | Integer |
INFQTE | POLNO | Carrier policy number for the case | Varchar(128) |
INFQTE | PREMAMT | Premium amount | Float |
INFQTE | QTRCVBY | Quote Received User ID | Varchar(128) |
INFQTE | QTRCVDTE | Quote Received Date | Date |
INFQTE | TNTOFR | Tentative Offer | Note(32,767) |
INFSUM | AECDATE | APS – AEC Date | Date |
INFSUM | ASSESS | Other – Assessment | Varchar(128) |
INFSUM | BLOODPR | APS – Blood Pressure | Varchar(128) |
INFSUM | CASEID | Foreign key to CASE | Integer |
INFSUM | CHGBY | Last changed user | Varchar(128) |
INFSUM | CHGDATE | Last changed date | Date |
INFSUM | CHGTIME | Last changed time | Time |
INFSUM | CHOLEST | APS – Cholesterol | Varchar(128) |
INFSUM | COMPET | Other – Competition | Varchar(128) |
INFSUM | CRTBY | Created By user | Varchar(128) |
INFSUM | CRTDATE | Created date | Date |
INFSUM | CRTTIME | Time created | Time |
INFSUM | ECGDATE | Insured ECG date | Date |
INFSUM | EXERPGM | Other – Exercise program | Varchar(128) |
INFSUM | FATHER | Father | Varchar(128) |
INFSUM | HEIGHT | Height | Varchar(128) |
INFSUM | HORLDATE | Urine/blood date | Date |
INFSUM | INEXAMDT | Insured Exam Date | Date |
INFSUM | INFSUMID | Primary Key | Integer |
INFSUM | INSURED | Insured number | Integer |
INFSUM | MEDICAT | Other – Medications | Varchar(128) |
INFSUM | MOTHER | Mother | Varchar(128) |
INFSUM | QUESTAIR | Questionnaire | Varchar(128) |
INFSUM | SMOK | Smoker | Varchar(128) |
INFSUM | SPECCOMT | Other – Special comments | Varchar(128) |
INFSUM | STRESSDT | APS – Stress test date | Date |
INFSUM | SUMMDATE | Medical Summary Date | Date |
INFSUM | WEIGHT | Weight | Varchar(128) |
Memos Tab
Table Name | Field Name | Description | Data Type |
MEMO | ID | Primary key | Integer |
MEMO | MEMO_TEMPLATE_ID | Foreign key to MEMO_TEMPLATE | Integer |
MEMO | MEMO_GROUP_ID | Foreign key to MEMO_GROUP | Integer |
MEMO | KEYID | Foreign key based on memo group | Integer |
MEMO | MEMO_STATUS_ID | Foreign key to MEMO_STATUS | Integer |
MEMO | PROCESSED | Memo ordered date | Timestamp |
MEMO | QUEUED_BY | Ordered by user or process | Varchar(128) |
MEMO | DESCRIPTION | Memo name | Varchar(128) |
MEMO_DELIVERY | ID | Primary key | Integer |
MEMO_DELIVERY | MEMO_ID | Foreign key to MEMO | Integer |
MEMO_DELIVERY | MEMO_STATUS_ID | Foreign key to MEMO_STATUS | Integer |
MEMO_DELIVERY | DELIVERED | Memo delivery date | Timestamp |
MEMO_GROUP | ID | Primary key | Integer |
MEMO_GROUP | DESCRIPTION | Memo type | varchar(128) |
MEMO_STATUS | ID | Primary key | Integer |
MEMO_STATUS | DESCRIPTION | Memo status | varchar(128) |
MEMO_TEMPLATE | ID | Primary key | Integer |
MEMO_TEMPLATE | DESCRIPTION | Memo template name | varchar(128) |
MEMO_TEMPLATE | MEMO_GROUP_ID | Foreign key to MEMO_GROUP | Integer |
MEMO_TEMPLATE | CREATED | Created date | Timestamp |
MEMO_TEMPLATE | CREATED_BY | Created by user | Varchar(128) |
MEMO_TEMPLATE | MODIFIED | Last modified date | Timestamp |
MEMO_TEMPLATE | MODIFIED_BY | Last modified user | Varchar(128) |
Misc Tab
Table Name | Field Name | Description | Data Type |
AWORGAN | AUXID1 | 1st Aux ID field under organization table | Varchar(128) |
AWORGAN | AUXID2 | 2nd Aux ID field under organization table | Varchar(128) |
AWORGAN | AWOADD1 | Address line 1 | Varchar(128) |
AWORGAN | AWOADD2 | Address line 2 | Varchar(128) |
AWORGAN | AWOADD3 | Address line 3 | Varchar(128) |
AWORGAN | AWOCITY | City | Varchar(128) |
AWORGAN | AWODESC | Organization Description | Varchar(128) |
AWORGAN | AWOEMAIL | Organization E-mail | Varchar(128) |
AWORGAN | AWOFAX | Organization Fax Number | Varchar(128) |
AWORGAN | AWOID | Primary Key | Integer |
AWORGAN | AWOMEMO | Organization Memo name | Varchar(128) |
AWORGAN | AWONAME | Organization Name | Varchar(128) |
AWORGAN | AWOPHN | Phone number | Varchar(128) |
AWORGAN | AWOPID | Organization Parent ID – links to AWOID in this table | Bignint |
AWORGAN | AWORGANID | Primary Key | Integer |
AWORGAN | AWOSTATE | Organization State | Varchar(128) |
AWORGAN | AWOUPDATE | Update Date | Integer |
AWORGAN | AWOUPDTEID | Organization Update ID | Varchar(128) |
AWORGAN | AWOZIP | Organization Zip Code | Varchar(128) |
AWORGAN | AWSID | Structure ID | Integer |
AWORGAN | CONTACT1 | 1st Contact name under organization table | Varchar(128) |
AWORGAN | CONTACT2 | 2nd Contact name under organization table | Varchar(128) |
AWORGAN | CONTACT3 | 3rd Contact name under organization table | Varchar(128) |
AWORGAN | ENDDATE | End Date | Date |
AWORGAN | EXCLAPP | Exclude from agent and application entry | Varchar(128) |
AWORGAN | PARENTID | Organization Parent ID | Integer |
AWORGAN | STRDATE | Start Date | Date |
AWUSERP | ACCOUNT | Account | Varchar(128) |
AWUSERP | ADDRESS1 | Address line 1 | Varchar(128) |
AWUSERP | ADDRESS2 | Address line 2 | Varchar(128) |
AWUSERP | ADDRESS3 | Address line 3 | Varchar(128) |
AWUSERP | AGENT1DF | Agent 1 Default | Bigint |
AWUSERP | APPALLOW | Allowed Applications | Varchar(128) |
AWUSERP | ASLICAPP | ‘Y’ to allow a user to assign Licenses and Appointments | Varchar(128) |
AWUSERP | CARPLNDF | Carrier Plan Default | Bigint |
AWUSERP | CARRIDDF | Default carrier ID (Agency Gear purposes only) – Foreign key to CARRIER (CARRID) | Bigint |
AWUSERP | CCMEMO | ‘Y’ to have User (Case Manager) copied on Application Memos | Varchar(128) |
AWUSERP | CHGDATE | Last changed date | Date |
AWUSERP | CHGUSER | User data modified by | Varchar(128) |
AWUSERP | CITY | City | Varchar(128) |
AWUSERP | DFAPPFIL | Default app entry file flag | Varchar(128) |
AWUSERP | DFCASMGR | Default case manager flag | Varchar(128) |
AWUSERP | DIRFAX | User’s fax number | Varchar(128) |
AWUSERP | DIRPHONE | Phone number | Varchar(128) |
AWUSERP | DISTAI | AI Distribution List | Varchar(128) |
AWUSERP | DISTDR | DR Distribution List | Varchar(128) |
AWUSERP | DISTISB | ISB Distribution List | Varchar(128) |
AWUSERP | DISTISR | ISR Distribution List | Varchar(128) |
AWUSERP | DISTKEYC | Key Contact Distribution List | Varchar(128) |
AWUSERP | ECPUSER | ECP user Flag | Varchar(128) |
AWUSERP | ENDDATE | User End Date | Date |
AWUSERP | INFREQCC | INF Reqs on CC Task List | Varchar(128) |
AWUSERP | INSPLNDF | Insurance Plan Default | Varchar(128) |
AWUSERP | MMDLVMTH | Memo Delivery Method | Varchar(128) |
AWUSERP | NOBILL | No Bill User Flag | Varchar(128) |
AWUSERP | ORGIDDF | Organization Default | Bigint |
AWUSERP | ORGIDPRF | Prefered Org | Bigint |
AWUSERP | PREMMDDF | Premium Mode Default | Varchar(128) |
AWUSERP | PRINTID | User Printer ID | Bigint |
AWUSERP | REASON | No Bill Reason | Varchar(128) |
AWUSERP | RQCC | Reqs on Cmd Cntr Task List | Varchar(128) |
AWUSERP | RTNEMAIL | User’s email address | Varchar(128) |
AWUSERP | SIGNSTDF | Signed State Default | Varchar(128) |
AWUSERP | STATE | State Code | Varchar(128) |
AWUSERP | STRDATE | User start date | date |
AWUSERP | UCASEMGR | Case manager | Varchar(128) |
AWUSERP | User_ID | Numeric user ID | Bigint |
AWUSERP | USEREMAIL | User Email | Varchar(128) |
AWUSERP | USERSTATUS | User status (A = Active or I=Inactive) | Varchar(128) |
AWUSERP | USFNAM | User FIRST Name | Varchar(128) |
AWUSERP | USID | Primary Key | Varchar(128) |
AWUSERP | USLNAM | User LAST name | Varchar(128) |
AWUSERP | WEBSITE | Website | Varchar(128) |
AWUSERP | ZIP | Zip code | Varchar(128) |
BONPREM | BONPREMID | Primary Key | Bigint |
BONPREM | BONUSID | Foreign key to BONUS | Bigint |
BONPREM | MINPREM | Minimum Premium | Bigint |
BONPREM | RATE | Rate | Float |
BONPROD | BONPRODID | Primary Key | bigint |
BONPROD | BONUSID | Foreign key to BONUS | bigint |
BONPROD | TPPRDID | Foreign key to PLAN (PLANID) | bigint |
BONUS | BODESC | Description | Varchar(128) |
BONUS | BONAME | Name | Varchar(128) |
BONUS | BONUSID | Primary Key | bigint |
BONUS | CARRID | Foreign key to CARRIER | bigint |
BONUS | CHGBY | Last changed user | Varchar(128) |
BONUS | CHGDATE | Last changed date | Date |
BONUS | CRTBY | Created By user | Varchar(128) |
BONUS | CRTDATE | Created date | Date |
BONUS | ENDDATE | End Date | Date |
BONUS | ESTRATE | Estimated rate | Float |
BONUS | FROMYEAR | From year | bigint |
BONUS | RATEBASEID | Foreign key to RATEBASE | bigint |
BONUS | STRDATE | Start Date | Date |
BONUS | THRUYEAR | Through year | Bigint |
CACLASS | CACLASSID | Primary Key | Bigint |
CACLASS | CARRID | Foreign key to CARRIER | Bigint |
CACLASS | CHGBY | Last changed user | Varchar(128) |
CACLASS | CHGDATE | Last changed date | Date |
CACLASS | CHGTIME | Last changed time | Time |
CACLASS | CLASSID | Foreign key to CLASS | Bigint |
CACLASS | CRTBY | Created By user | Varchar(128) |
CACLASS | CRTDATE | Created date | Date |
CACLASS | CRTTIME | Time created | Time |
CACLASS | DESCLINKID | Notes Link ID | Bigint |
CACLASS | ENDDATE | End Date | Date |
CACLASS | HABITID | Foreign key to HABIT | Bigint |
CACLASS | STRDATE | Start Date | Date |
CARRIER | CANAME | Carrier Name | Varchar(128) |
CARRIER | CARRID | Primary Key | Bigint |
CARRIER | EXCATTCH | Exclude Carrier Attachment | Varchar(128) |
CASTATUS | CASTATUSCD | Case Status ID – Primary key when used with SCETYPECD field | Varchar(128) |
CASTATUS | CATEGORY | Status category – System internal identifier | Varchar(128) |
CASTATUS | DESCR | Case status description | Varchar(128) |
CASTATUS | ID | Primary Key | Integer |
CASTATUS | SCETYPECD | Source type code: F = Formal; I = Informal; S = Pre-application | Varchar(128) |
CASTATUS | SHORTDSC | Short Description | Varchar(128) |
CLASS | CLASNAME | Class Name | Varchar(128) |
CLASS | CLASSID | Primary Key | Bigint |
CMTSOURC | CHGBY | Last changed user | Varchar(128) |
CMTSOURC | CHGDATE | Last changed date | Date |
CMTSOURC | CHGTIME | Last changed time | Time |
CMTSOURC | CMTSOURCID | Primary Key | Integer |
CMTSOURC | CMTSRC | Comment Source | Varchar(128) |
CMTSOURC | CRTBY | Created By user | Varchar(128) |
CMTSOURC | CRTDATE | Created date | Date |
CMTSOURC | CRTTIME | Time created | Time |
CMTSOURC | DESCR | Comment Source description | Varchar(128) |
CMTSOURC | SHORTDESC | Short Description | Varchar(128) |
CMTSTATS | CHGBY | Last changed user | Varchar(128) |
CMTSTATS | CHGDATE | Last changed date | Date |
CMTSTATS | CHGTIME | Last changed time | Time |
CMTSTATS | CMPDFLT | Completed flag default | Varchar(128) |
CMTSTATS | CMPFLAG | Complete (Y/N) | Varchar(128) |
CMTSTATS | CMTSRC | Comment Source | Varchar(128) |
CMTSTATS | CMTSTATSID | Primary Key | Integer |
CMTSTATS | CRTBY | Created By user | Varchar(128) |
CMTSTATS | CRTDATE | Created date | Date |
CMTSTATS | CRTTIME | Time created | Time |
CMTSTATS | DESCR | Comment Status description | Varchar(128) |
CMTSTATS | SHORTDESC | Short Description | Varchar(128) |
CMTSUBTP | CHGBY | Last changed user | Varchar(128) |
CMTSUBTP | CHGDATE | Last changed date | Date |
CMTSUBTP | CHGTIME | Last changed time | Time |
CMTSUBTP | CMTSUBTPID | Primary Key | Integer |
CMTSUBTP | CMTTYPEID | Foreign key to CMTTYPE | Integer |
CMTSUBTP | CRTBY | Created By user | Varchar(128) |
CMTSUBTP | CRTDATE | Created date | Date |
CMTSUBTP | CRTTIME | Time created | Time |
CMTSUBTP | DESCR | Comment Subtype description | Varchar(128) |
CMTSUBTP | SHORTDESC | Short Description | Varchar(128) |
CMTTYPE | CMTSRC | Comment Source | Varchar(128) |
CMTTYPE | CMTTYPEID | Primary Key | Integer |
CMTTYPE | LONGDSC | Long Description | Varchar(128) |
CMTTYPE | SHORTDSC | Short Description | Varchar(128) |
COMMISSION_SPECIAL_DEAL | ANNUITY | Applies to Annuities | Integer |
COMMISSION_SPECIAL_DEAL | APPLICATION_ID | Foreign Key to CASE | Integer |
COMMISSION_SPECIAL_DEAL | APPROVED_BY | Approved By | Varchar(128) |
COMMISSION_SPECIAL_DEAL | CARRIER_ID | Foreign Key to CARRIER | Integer |
COMMISSION_SPECIAL_DEAL | CHANGED | Modified date | Timestamp |
COMMISSION_SPECIAL_DEAL | CHANGED_BY | Modified by user | Integer |
COMMISSION_SPECIAL_DEAL | CREATED | Created date | Timestamp |
COMMISSION_SPECIAL_DEAL | CREATED_BY | Created by user | Integer |
COMMISSION_SPECIAL_DEAL | DISABILITY | Applies to Disability | Integer |
COMMISSION_SPECIAL_DEAL | END_DATE | End Date | Date |
COMMISSION_SPECIAL_DEAL | ENTITY_ID | Foreign Key to ENTITY | Integer |
COMMISSION_SPECIAL_DEAL | HEALTH | Applies to Health | Integer |
COMMISSION_SPECIAL_DEAL | ID | Primary Key | Integer |
COMMISSION_SPECIAL_DEAL | LTC | Applies to Long Term Care | Integer |
COMMISSION_SPECIAL_DEAL | MGA_PAID | MGA Paid | Integer |
COMMISSION_SPECIAL_DEAL | NOTE | Notes | Note(32,767) |
COMMISSION_SPECIAL_DEAL | ORGANIZATION_ID | Foreign Key to AWORGAN | Integer |
COMMISSION_SPECIAL_DEAL | PERMANENT | Applies to Permanent Life | Integer |
COMMISSION_SPECIAL_DEAL | PRODUCT_ID | Foreign Key to PLAN | Integer |
COMMISSION_SPECIAL_DEAL | RATE | Rate | Float |
COMMISSION_SPECIAL_DEAL | RATE_BASE_ID | Foreign Key to RATEBASE | Integer |
COMMISSION_SPECIAL_DEAL | START_DATE | Start Date | Date |
COMMISSION_SPECIAL_DEAL | TERM | Applies to Term Life | Integer |
CUSTOM_FIELD_DATA | CREATED | Created date | TimeStamp |
CUSTOM_FIELD_DATA | CREATED_BY | Created By user | Varchar(128) |
CUSTOM_FIELD_DATA | CUSTOM_FIELD_ID | USRFLDID from USRFLD table | Integer |
CUSTOM_FIELD_DATA | CUSTOM_FIELD_TYPE_ID | USRTYPID from USRTYP table (currently only License, Appointment and Commission data exist in this table) | Integer |
CUSTOM_FIELD_DATA | ID | Primary Key | Integer |
CUSTOM_FIELD_DATA | MODIFIED | Modified date | TimeStamp |
CUSTOM_FIELD_DATA | MODIFIED_BY | Modified by user | Varchar(128) |
ENTROLP | ENDDATE | End Date | Date |
ENTROLP | ENTITYID | Foreign key to ENTITY | Integer |
ENTROLP | ENTROLID | Primary Key | Integer |
ENTROLP | ROLEID | Foreign key to ROLEP | Integer |
ENTROLP | STRDATE | Start Date | Date |
HABIT | HABITID | Primary Key | Integer |
HABIT | HABNAME | HABIT DESCRIPTION | Varchar(128) |
HABIT | TOBACCO | Tobacco usage (Y or N) | Varchar(128) |
ORGROLE | AWOID | Foreign key to AWORGAN | Integer |
ORGROLE | ROLEID | Foreign key to ROLEP | Integer |
PAIDSRC | PAIDSRCID | Primary Key | Integer |
PAIDSRC | PAIDTO | Paid To Code M = MGA, E = Agent or Contact, U = ECP | Varchar(128) |
PAIDSRC | PSRCCODE | Paid Source Code | Varchar(128) |
PAIDSRC | PSRCNAME | Paid Source Name | Varchar(128) |
PLAN | CARRID | Foreign key to CARRIER | Integer |
PLAN | PLANID | Primary Key | Integer |
PLAN | PLANNAME | Plan Name | Varchar(128) |
PLAN | PLTYPEID | Foreign key to PLTYPE | Integer |
PLAN_STATE | CREATED | Created Timestamp | Timestamp |
PLAN_STATE | ID | Unique ID | Integer |
PLAN_STATE | MODIFIED | Modified Timestamp | Timestamp |
PLAN_STATE | PLAN_ID | Foreign keyto Plan | Integer |
PLAN_STATE | STATECODE | 2 digits state code | Varchar(128) |
PLAN_STATE | WITHDRAWN | withdrawn Date | Date |
PLTYPE | MULTINS | Multiple Insured. If Y then this plan type allows for multiple insured on the applications | Varchar(128) |
PLTYPE | PLTYPEDS | Plan Type Description | Varchar(128) |
PLTYPE | PLTYPEID | Primary Key | Integer |
PLTYPE | PRDCATID | Foreign key to PRDCATP | Integer |
PLTYPE | SUBCATID | Foreign key to SUBCATID | Integer |
PRDCATP | DESCR | Product Type description | Varchar(128) |
PRDCATP | PRDCATID | Primary Key | Integer |
PRDORGP | CARRID | Foreign key to CARRIER | Integer |
PRDORGP | ENDDATE | End Date | Date |
PRDORGP | ORGID | Foreign key to AWORGAN (AWOID) | Integer |
PRDORGP | PRDORGID | Primary Key | Integer |
PRDORGP | PRODID | Foreign key to Plan (PLANID). PRODID and PLANID are interchangeable. | Integer |
PRDORGP | STRDATE | Start Date | Date |
ROLEP | CRTBY | Created By user | Varchar(128) |
ROLEP | CRTDATE | Created date | Date |
ROLEP | NAME | Name | Varchar(128) |
ROLEP | ROLEID | Primary Key | Integer |
SPDEAL | ADJOVR | Adjust override, Y=Adjust | Varchar(128) |
SPDEAL | APPROVBY | Approved By | Varchar(128) |
SPDEAL | AWOID | Foreign key to AWORGAN | Integer |
SPDEAL | CARRID | Foreign key to CARRIER | Integer |
SPDEAL | CASEID | Foreign key to CASE | Integer |
SPDEAL | CHGBY | Last changed user | Varchar(128) |
SPDEAL | CHGDATE | Last changed date | Date |
SPDEAL | CRTBY | Created By user | Varchar(128) |
SPDEAL | CRTDATE | Created date | Date |
SPDEAL | ENDDATE | End Date | Date |
SPDEAL | ENTITYID | Foreign key to ENTITY | Integer |
SPDEAL | RATE | Rate | Float |
SPDEAL | RATEBASEID | Foreign key to RATEBASE | Integer |
SPDEAL | SDANNU | Annuities | Varchar(128) |
SPDEAL | SDDSBL | Disability | Varchar(128) |
SPDEAL | SDHLTH | Health | Varchar(128) |
SPDEAL | SDLTC | Long Term Care | Varchar(128) |
SPDEAL | SDNOTES | Notes | Note(32,767) |
SPDEAL | SDPERM | Permanent Life | Varchar(128) |
SPDEAL | SDTERM | Term Life | Varchar(128) |
SPDEAL | SPDEALID | Primary Key | Integer |
SPDEAL | STRDATE | Start Date | Date |
SPDEAL | TPPRDID | Foreign key to PLAN (PLANID) | Integer |
SUBCATP | DESCR | Sub Category description | Varchar(128) |
SUBCATP | PRDCATID | Foreign key to PRDCATP | Integer |
SUBCATP | PRMCALMTH | Auto Premium Calc Method | Varchar(128) |
SUBCATP | SUBCATID | Foreign key to SUBCATID | Integer |
USRFLD | AIUSAGE | Use in AI flag: N = Not Required, Y = Required, H = Hidden, R = Read Only | Varchar(128) |
USRFLD | ALLCARS | All Carriers = Y | Varchar(128) |
USRFLD | ALLORGS | All organization flag: Y = include all organizations | Varchar(128) |
USRFLD | CHGBY | Last changed user | Varchar(128) |
USRFLD | CHGDATE | Last changed date | Date |
USRFLD | CHGTIME | Last changed time | Time |
USRFLD | DATATYPE | Data type | Varchar(128) |
USRFLD | DFTVALUE | Default Value | Varchar(128) |
USRFLD | FLDNAME | Custom field name | Varchar(128) |
USRFLD | ISBUSAGE | Use in ISB flag; N = Not Required, Y = Required, H = Hidden, R = Read Only | Varchar(128) |
USRFLD | MGUSAGE | MG Usage | Varchar(128) |
USRFLD | ORDER | Order | Integer |
USRTYP | USRTYPID | Primary Key | Bigint |
USRTYP | DESCR | User Type description | Varchar(128) |
Schedule Tab
Table Name | Field Name | Description | Data Type |
AGEBAND | COMMRATEID | Foreign key to COMMRATE | Integer |
AGEBAND | MAXAGE | Maximum age amount | Integer |
AGEBAND | MINAGE | Minimum age amount | Integer |
AGEBAND | SUBSCHEDID | Foreign key to SUBSCHED | Integer |
COMMISSION_RATE | PAYMENT_TYPE_ID | Foreign key to CUSTOMER_PAYMENT_TYPE | Integer |
COMMISSION_RATE | SUBSCHEDULE_ID | Foreign key to SUBSCHED | Integer |
COMMISSION_RATE | PAID_BY | Paid by | Varchar(128) |
COMMISSION_RATE | ID | Primary key | Integer |
COMMISSION_RATE | RATE | Rate | Float |
COMMISSION_RATE | TO_YEAR | To year | Integer |
COMMISSION_RATE | RATE_BASE_ID | Foreign key to RATEBASE | Integer |
COMMISSION_RATE | FROM_YEAR | From year | Integer |
COMMISSION_SCHEDULE | CARRIER_ID | Foreign key to CARRIER | bigint |
COMMISSION_SCHEDULE | CHANGED | Changed timestamp | Timestamp |
COMMISSION_SCHEDULE | CHANGED_BY | Changed by user | Varchar(128) |
COMMISSION_SCHEDULE | CREATED | Created timestamp | Timestamp |
COMMISSION_SCHEDULE | CREATED_BY | Created by user | Varchar(128) |
COMMISSION_SCHEDULE | DESCRIPTION | Description | Varchar(128) |
COMMISSION_SCHEDULE | END_DATE | End date | Date |
COMMISSION_SCHEDULE | HOLD | Y = Not available for use, if blank then the schedule is Available for Use | Varchar(128) |
COMMISSION_SCHEDULE | ID | Primary key | bigint |
COMMISSION_SCHEDULE | NAME | Name | Varchar(128) |
COMMISSION_SCHEDULE | PARENT_ID | ID of attached gross schedule – links to ID in this table | bigint |
COMMISSION_SCHEDULE | REPLACE_SCHEDULE_ID | ID of scheduling being replaced – links to ID in this table | bigint |
COMMISSION_SCHEDULE | START_DATE | Start date | Date |
COMMISSION_SCHEDULE_TYPE | ID | Primary key | Integer |
COMMISSION_SCHEDULE_TYPE | DESCRIPTION | Description | Varchar(128) |
COMMRATE | COMMRATEID | Primary Key | Integer |
COMMRATE | FROMYEAR | From year | Integer |
COMMRATE | MGAADDL | MGA Pay additional rate | Float |
COMMRATE | RATE | Rate | Float |
COMMRATE | RATEBASEID | Foreign key to RATEBASE | Integer |
COMMRATE | SUBSCHEDID | Foreign key to SUBSCHED | Integer |
COMMRATE | THRUYEAR | Through year | Integer |
ENTCOMM | ENDDATE | End Date | Date |
ENTCOMM | ENTCOMMID | Primary Key | Integer |
ENTCOMM | ENTITYID | Foreign key to ENTITY | Integer |
ENTCOMM | SCHEDULEID | Foreign key to SCHEDULE | Integer |
ENTCOMM | STRDATE | Start Date | Date |
FACEBAND | COMMRATEID | Primary Key | Integer |
FACEBAND | MAXFACE | Maximum face amount | Integer |
FACEBAND | MINFACE | Minimum face amount | Integer |
FACEBAND | SUBSCHEDID | Foreign key to SUBSCHED | Integer |
ORGCOMM | AWOID | Foreign key to AWORGAN | Integer |
ORGCOMM | ENDDATE | End Date | Date |
ORGCOMM | ORGCOMMID | Primary Key | Integer |
ORGCOMM | SCHEDULEID | Foreign key to SCHEDULE | Integer |
ORGCOMM | STRDATE | Start Date | Date |
PAYMENT_TYPE | DESCRIPTION | Description | Varchar(128) |
PAYMENT_TYPE | ID | Primary key | Integer |
PREMBAND | COMMRATEID | Foreign key to COMMRATE | Integer |
PREMBAND | MAXPREM | Maximum premium amount | Integer |
PREMBAND | MINPREM | Minimum Premium | Integer |
PREMBAND | SUBSCHEDID | Foreign key to SUBSCHED | Integer |
PRODCOMM | PRODCOMMID | Primary Key | Integer |
PRODCOMM | SUBSCHEDID | Foreign key to SUBSCHED | Integer |
PRODCOMM | TPPRDID | Foreign key to PLAN (PLANID) | Integer |
RATEBASE | BASEDON | Based on – System internal identifier | Varchar(128) |
RATEBASE | FLATPCT | Flat percentage flag | Varchar(128) |
RATEBASE | RATEBASEID | Primary Key | Integer |
RATEBASE | RATESRCID | Foreign key to RATESRC | Integer |
RATEBASE | RBASDESC | Rate base description | Varchar(128) |
RATEBASE | RBASNAME | Rate base name | Varchar(128) |
RATESRC | PAIDTO | Paid To Code M = MGA, E = Agent or Contact, U = ECP | Varchar(128) |
RATESRC | RATESRCID | Primary Key | Integer |
RATESRC | RSRCCODE | Rate source code – System internal identifier | Varchar(128) |
RATESRC | RSRCNAME | Rate source name | Varchar(128) |
RATESRC | SOURCSEQ | Source Sequence – used to sequence the rate source records in order for control the order which commissions are generated. | Integer |
ROLECOMM | ENDDATE | End Date | Date |
ROLECOMM | ROLECOMMID | Primary Key | Integer |
ROLECOMM | ROLEID | Foreign key to ROLEP | Integer |
ROLECOMM | SCHEDULEID | Foreign key to SCHEDULE | Integer |
ROLECOMM | STRDATE | Start Date | Date |
SCHEDULE | CARRID | Foreign key to CARRIER | Integer |
SCHEDULE | CHGBY | Last changed user | Varchar(128) |
SCHEDULE | CHGDATE | Last changed date | Date |
SCHEDULE | CHGTIME | Last changed time | Time |
SCHEDULE | CRTBY | Created By user | Varchar(128) |
SCHEDULE | CRTDATE | Created date | Date |
SCHEDULE | ENDDATE | End Date | Date |
SCHEDULE | HOLD | Y = Not available for use, if blank then the schedule is Available for Use | Varchar(128) |
SCHEDULE | REPLACESID | ID of scheduling being replaced – links to SCHEDULEID in this table | Integer |
SCHEDULE | SCHDESC | Schedule description | Varchar(128) |
SCHEDULE | SCHEDULEID | Primary Key | Integer |
SCHEDULE | SCHNAME | Schedule name | Varchar(128) |
SCHEDULE | STRDATE | Start Date | Date |
SCHEDULE | TOTALSID | ID of attached total schedule – links to SCHEDULEID in this table | Integer |
STATBAND | COMMRATEID | Foreign key to COMMRATE | Integer |
STATBAND | STATE | State code | Varchar(128) |
STATBAND | SUBSCHEDID | Foreign key to SUBSCHED | Integer |
SUBSCHED | MGAPAID | MGA Paid (Y/N) | Varchar(128) |
SUBSCHED | SCHEDULEID | Foreign key to SCHEDULE | Integer |
SUBSCHED | SUBNAME | Subschedule name | Varchar(128) |
SUBSCHED | SUBSCHEDID | Primary Key | Integer |
SUBSCHEDULE_ATTACHMENT | CREATED | Created timestamp | Timestamp |
SUBSCHEDULE_ATTACHMENT | CREATED_BY | Created by user | Varchar(128) |
SUBSCHEDULE_ATTACHMENT | ID | Primary key | bigint |
SUBSCHEDULE_ATTACHMENT | PLAN_ID | Foriegn key to PLAN | bigint |
SUBSCHEDULE_ATTACHMENT | PRODUCT_VARIATION_ID | Foriegn key to PRODUCT_VARIATION | bigint |
SUBSCHEDULE_ATTACHMENT | SUBSCHEDULE_ID | Foriegn key to SUBSCHED
|
bigint
|