B&C Product
The following column header will determine the third product, which will be assigned to the applicant(s) case.
The upload will fail if it doesn't match with a product name (See Product Type/Name values).
Header Name | Description | Format Information | Mandatory Field | Notes |
InsuranceSubType-3 | PRODUCT TYPE/NAME | Building & Contents | Yes | Exact product name required |
Product Type/Name values
The following product type/name descriptions are the default that come with the system and will be different if you change these values in System Settings > Products
Description |
Building & Contents |
Screenshot Example
The following column headers determine the product information to be assigned to the product above.
Header Name | Description | Format Information | Mandatory Field | Notes |
3-ReferenceNo | Product reference | A/12345-Z |
| This can be a mixture of letter, number and special characters, as exampled to the left. |
3-ReferenceNo2 | Internal reference | A/12345-Z |
| This can be a mixture of letter, number and special characters, as exampled to the left. |
3-Adviser | Protection Adviser | John Smith (Exact system user name) |
| Please ensure users have been created in the system before uploading this data |
3-Administrator | Protection Administrator | John Smith (Exact system user name) |
| Please ensure users have been created in the system before uploading this data |
3-Provider | Lender / Provider | Paymentshield |
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3-TaskText | Other useful product info | Free Text area |
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3-Status | Product workflow status | New Enquiry | Yes | |
3-Premium | Product premium | 12345.00 |
| Do not include comma or pound signs |
3-SumAssured | Main sum assured | 12345.00 |
| Do not include comma or pound signs |
3-Term | Product term | 12 |
| Please only enter this value in MONTHS |
3-DateWritten | Product written date | dd/mm/YYYY |
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3-OnRiskDate | Product on-risk date | dd/mm/YYYY |
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3-FollowupDate | Date for next chase-up | dd/mm/YYYY |
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3-AddressText | Associated security address | 123 The Street |
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3-Postcode | Associated security address postcode | BS20 0DD |
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3-YearBuilt | Security property year built | YYYY |
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3-NoBedrooms | Security property bedroom number | 5 |
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3-PropertyType | Security property type |
| e.g. |
Property Type values
The following property type PKs and descriptions are the default that come with the system and will be different if you change these values in System Settings > Property Types
PK value | Description |
1 | Terraced House |
2 | Detached House |
3 | Semi-Detached House |
4 | Terraced Bungalow |
5 | Detached Bungalow |
6 | Semi-Detached Bungalow |
7 | Flat |
8 | Dormer Bungalow |
Status values
The following status descriptions are the default that come with the system and will be different if you change these values in System Settings > Protection Statuses
PK Value | Description |
1 | Not Discussed |
36 | Appointment Booked |
10 | Quotation Provided |
19 | Declined by Client |
2 | Application Submitted |
16 | With Underwriters |
20 | Medical Report |
3 | Acceptance Terms Issued |
4 | Policy on Risk |
6 | Paid |
13 | Not Applicable |
11 | Clawed Back/Lapsed |