Data Fields, All
Policies, Top of First Screen (Above Line)
|
Item |
Durell Table |
Durell Field Name |
Example |
|
Main product grouping |
Policy details 1 |
MainTypeName |
Motor (not on illustration) |
|
Type of product |
Policy details 1 |
SubTypeName |
Private Vehicle |
|
Scheme name |
Policy details 1 |
strProductDescription |
Basic Comprehensive FC EDI 7.5
(not on illustration) |
|
Insurer’s search name |
Policy details 1 |
InsurerName |
|
|
|
|
|
|
|
Adviser’s initials |
Policy details 1 |
AdviserName |
JP |
|
Lead’s initials |
Policy details 1 |
LeadName |
GWC |
|
Business type (Retail, Commercial,
etc) |
Policy details 1 |
BusinessType |
Retail |
|
Inception date |
Policy details 1 |
InceptionDate |
21/01/2006 |
|
|
|
|
|
|
Search name of policy
holder |
Policy details 1 |
SearchName |
WHITE RJ |
|
Policy reference number |
Policy details 1 |
Reference |
TestPolicyNumber |
|
Source of business |
Policy details 1 |
SourceOfBusiness |
Referral from
non-authorised introducer |
|
|
|
|
|
|
On-risk date |
Policy details 1 |
StartDate |
21/01/2006 |
|
Renewal date |
Policy details 1 |
EndDate |
21/01/2007 |
|
Stage |
Policy details 1 |
PolicyStage |
Active, prompt renewal |
|
Basis of advice |
Policy details 1 |
BasisOfAdvice |
Full |
|
|
|
|
|
|
Cover note issued |
Quotel – Motor 1 |
VehCovIss |
22/01/2006 |
|
Cover note expires |
Quotel – Motor 1 |
VehCovExp |
23/01/2006 |
|
|
|
|
|
|
Documents in from insurer |
Policy details 1 |
DocsInDate |
22/01/2006 |
|
Documents out to client |
Policy details 1 |
DocsOutDate |
23/01/2006 |
|
Advertising |
Policy details 1 |
Advertising |
Other |