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 (if a B&C product is present)	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
3-TaskText	Other useful product info	Free Text area
3-Status	Product workflow status	New Enquiry	Yes	Exact workflow stage name required
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
3-OnRiskDate	Product on-risk date	dd/mm/YYYY
3-FollowupDate	Date for next chase-up	dd/mm/YYYY
3-AddressText	Associated security address	123 The Street Town City County
3-Postcode	Associated security address postcode	BS20 0DD
3-YearBuilt	Security property year built	YYYY
3-NoBedrooms	Security property bedroom number	5
3-PropertyType	Security property type	PK Number		e.g. 1 = Terraced House

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