System Editor

Field

Function / Value

Options

Default

AU Renewal Reset Rate No Rpts

Auto: Resets the Rate No Rpts flag to "0" on Renewal if enabled.

0 = Disable.
1 = Enable.

1 = Enable.

HO Renewal Reset Rate No Rpts

Home: Resets the Rate No Rpts flag to "0" on Renewal if enabled.

0 = Disable.
1 = Enable.

1 = Enable.

Pre Process Renewal Active Date

This controls when the per-process renewal and AACS renewal functionality takes effect.

Implementation Specific; user defined.

01/01/2012

Field Name

Value / Function

Options

Default

Allow Agency Bill Adjustments on Prior Months

Used to determine if Adjustments on the Agency Bill Activity screen for prior months can be made or not.

False = Users will not be allowed to process adjustments on prior months.
True = False = Users will be allowed to process adjustments on prior months.

False = Users will not be allowed to process adjustments on prior months.

Allow Agency Bill Statement Adjustments

Determines if Miscellaneous Charge and Credit Adjustments can be made on the Agency Bill Activity screen.

0 = None
1 = Only Agency Bill Miscellaneous or Credit Card Adjustments can be made.
2 = Only Direct Bill Miscellaneous Credit or Charge Adjustments can be made.

3 = Both Agency and Direct Bill Miscellaneous Credit and Charge Adjustments can be made.

3 = Both Agency and Direct Bill Miscellaneous Credit and Charge Adjustments can be made.

Batch Cash Debug Traces

Used to determine if debug traces are written to the Error Log when posting Batch Cash and Lock Box payments.

False = Debug traces are not shown in the Error Log.
True = Debug traces are displayed in the Error Log when posting Batch Cash and lock Box payments.

False = Debug traces are not shown in the Error Log.

Batch Cash Report

On the Batch Cash UI, selecting the View Report button can run an on-line report after a batch has been posted that shows entries made in the batch. This is the name of the Batch Cash report to display.

Implementation Specific; user defined.

Batch Cash Report

Multiple Threads
(Note: Threading may NOT be done on the business and UI tier at the same time.)

This allows the Cash Batch Entry function to process "X" amount of postings on separate threads, reducing the time it takes to post cash.

Implementation Specific.
False = Do not allow the Cash Batch Entry function to process "X" amount of postings on separate threads.
True = Allow the Cash Batch Entry function to process "X" amount of postings on separate threads.

True.

Number of Threads

This is the number of threads that run the batch posting in a multi-processor environment on the business server.

Implementation Specific.

5

**For Future Use**
Process Agency Bill Activity (Note: Used for Agency Bill Activity - Accounting.)

This is used to determine if your company wants to process agency bill commissions, policy and billing activities or not.

False = Disable. Do not process agency bill commissions.
True = Enable. Process agency bill commissions.

False = Disable.

Process Direct Bill Statements as Agency Bill

Used to determine if Direct Bill Statements are processed the same way Agency Bill Statements are processed.

False = Disable. The system will not process Direct Bill Commissions the same way as Agency Bill.
True = Enable. Direct Bill Commissions will be processed the same way as Agency Bill Commissions currently are. Activity for them will be displayed using the Agency Statement screen instead of the Agency Activity screen.

False = Disable.

Require Batch Total for Post

Determines if a Batch Total must be entered that equals the sum of all dollar amounts in the batch prior to using the Post function.

False = Do not require batch total.

True = Require batch total.

True = Require batch total amount.

Select Agency Payment For Check Processing

When making a commission payment through Accounting, users may now default this checkbox to send the payment to check processing.

Implementation Specific.
False = Do not default this checkbox to send the payment to check processing.
True = Default this checkbox to send the payment to check processing.

False = Disable.

Select Policy Number

On the Cash Entry Detail - Policy screen, sets the radio button lookup to "Policy Number" as the default.

False = Use Policy ID as the default.

True = Use Policy Number as the default.

True = Use Policy Number as the default.

Suspense Account

This setting determines if  Suspense Account functionality is being used in Diamond or not.

Implementation Specific.
False = Disable. Suspense Account functionality is not being used.
True = Enable; Suspense Account functionality being used. This setting displays a Suspense Account menu option when the Accounting button is selected from the Diamond Main Menu. Users must have authority to access and post payments to a suspense account.

True = Enable.

Track Commission Expense

When End of Month runs, this determines if an extra line is added for each policy that receives commissions for the month that shows the written premium, the rate and the total commission expense from a premium stand point.

False = Do not add an extra line.

True = Add an extra line for each policy that receives commissions for the month that shows the written premium, the rate and the total commission expense.

False = Do not add an extra line.

Use Policy Level Agency Bill Payment Allocation

Determines whether the Agency Bill Payment Detail screen will be used or not for payment application on the Agency Bill Activity screen.

False = Disable. Agency Bill payments cannot be applied to individual policies on the Agency Bill Payment Detail screen.  
True = Enable. The Agency Bill Payment Detail screen can be used to apply agency bill payments to individual policies.

False = Disable. Agency Bill payments cannot be applied to individual policies on the Agency Bill Payment Detail screen.

Field Name

Value / Function

Options

Default

Automatically Verify Address on Web UI Save

This indicates whether to automatically call the address verification when the risk address is saved instead of relying on clicking the Verify button.  This only applies to the Web UI and not the Windows UI.

False = The Verify button must be selected.

True = Address Verification is automatically called.

False = The Verify button must be selected.

Continue Automatic Renewal When Address Verification Service Fails

Indicates whether to continue processing a Renewal or to error out when the address verification service fails during Automatic Renewals. Values are “True” and “False.” When set to

False = The system errors out during Automatic Renewal Processing.

True = The system continues processing a Renewal during Automatic Renewal Processing.

True = The system continues processing a Renewal during Automatic Renewal Processing.

Enabled

Enable the Address Verification button on the Address screens. Various sections within the Address UI in a policy have a Verified and Attempted button.

False = Disable Address Verification Button.

True = Enable Address Verification Button.

True = Enable Address Verification Button. When the Verified button is checked, the Vendor will verify the address. If there is no match, the Attempted button automatically defaults with a check mark.

Enable GeoCode

Determines if the GeoCode Lookup button is visible / active or hidden. The Geo Info button is located within the Address UI on a policy.

Implementation Specific.
False = Disable
True = Enable. When enabled, it allows a user to perform various other lookups, such as Tax Code Lookup, Rating Territory, Distance to Water, etc. Unless an address has been verified, no Geo information can be returned on an address. If it is attempted but not verified, the Geo info should remain blank.

True = Enable.

Group 1 Effective Date

The date entered here determines which Address Verification is used for obtaining Geo Coding information. For example, if the date 05/01/2009 is entered, then transactions entered after this date will use the Group 1 Tax Code information. Any transactions prior to this date will use Proxix.

Implementation Specific; user defined.

01/01/2100

Min Address Confidence

This determines the minimum confidence percentage that has to be met for an address match to automatically replace the address being verified.  The default value is 100.

Implementation / user specific numeric value.

100

Pend Renewal on Validation

This determines whether or not to pend an Automatic Renewal if validations are received.

False = Automatic Renewals are not pended.

True = Automatic Renewals are pended when validations are received.

False = Automatic Renewals are not pended.

Pend Renewal When No Single Match Over Threshold

Determines whether or not to pend an Automatic Renewal if the address verification does not return a single match that is over the “Renewal Min Address Confidence” setting threshold.

False = An Automatic Renewal is not pended.

True = An Automatic Renewal is pended if the address verification does not return a single match that is over the “Renewal Min Address Confidence” setting threshold.

False = An Automatic Renewal is not pended.

Renewals Enabled

Used to indicate if Address Verification is enabled for Renewal Processing or not.

False = Address Verification is not enabled for Renewal Processing.

True = Address Verification is enabled for Renewal Processing.

False = Address Verification is not enabled for Renewal Processing.

Renewal Min Address Confidence

This determines the minimum confidence percentage that must be met for an address match to automatically replace the address being verified during a Renewal transaction (Both Manual and Automatic). This is an

implementation specific / user defined numeric value.

100

Vendor

Name of vendor being used for address verification.

Sagent

Sagent

Zip Verification Enabled

Enables or disables Zip Code verification. Various sections within the Address UI on a policy have a Verified and Attempted button.

False = Disable Zip Verification.

True = Enable Zip Verification. When the Verified button is checked, the Vendor will verify the zip code. If there is no match, the Attempted button automatically defaults with a check mark. The system goes through the Sagent server to verify there is a valid zip code on the billing address during a billing transaction. It does the same thing during the issuance of a policy to ensure the policy holder has a valid zip code.

True = Disable Zip Verification.

Field Name

Value / Function

Options

Default

Field Name

Value / Function

Options

Default

Host

Machine name / server.

Implementation Specific; user defined.

al-cic-com-1

Number of Retries

This setting is used if your company is using the Sagent address verification functionality. This setting is used and invoked during End of Day Processing. This is used to establish the number of times the code will retry connecting to the Sagent Service.

Implementation Specific; user defined.

Default = 5

Port

Number used by Sagent.

4660; do not change.

4660; do not change.

Retry Delay

This setting is used if your company is using the Sagent address verification functionality. This setting is used and invoked during End of Day Processing. This sets the delay in milliseconds between retries if a connection cannot be made to Sagent.

Implementation Specific; user defined.

Default = 1000

Field Name

Value / Function

Options

Default

Default Agency License Information

This determines if the system defaults the Effective and Expiration Dates to the system date, and the license state defaults to the first state in alphabetical order set up for that Company / State / LOB / Agency.

False = The system will not default any information when a new license is added.
True = The system will default the Effective and Expiration Dates to the system date, and the license state will default to the first state in alphabetical order set up for that Company / State / LOB / Agency.

False = The system will not default any information when a new license is added

Field Name

Value / Function

Options

Default

Claim Restriction Access

This can be used to disable the Claim / Restriction / Access by use of the Claim ControluserRestrict Functionality in Diamond.

False = 0 - Disable the Claim / Restriction / Access

True = 1 - Enable the Claim / Restriction / Access

1 = True

Default Workflow Queues

This enable or disables defaulting all queues when new users are added.

False = Disable all queues when new users are added.

True = Enable all queues when new users are added.

True = Enable all queues when new users are added.

Field Name

Value / Function

Options

Default

Agency Status Default

Sets the agency default "With a Status Of" combo box in Advanced Lookup.

"With a Status Of:" 

Any Status
Open
Closed

Any Status

Billing Status Default

Determines how the Billing Status Default field is set. If used, the billing default is set "With A Status Of" combo box to "Any Status" on the Advanced Lookup screen.

"With a Status Of:"

Renewal Offer

Quote

Pending OOS
Pending
In-Force
History
Future

Any Status

Claim Status Default

Sets the claim default "With a Status Of" combo box in Advanced Lookup.

"With a Status Of:" 

Any Status
Open
Closed

Any Status

Initialize Search to Exact Match

This determines if a check mark automatically defaults in the Exact Match field on the Advanced Search screen. The system looks for an exact match to what was entered. If nothing is found with the exact match, then the system runs again automatically looking for non-exact matches to the search string.

False = Disable.
True = Enable.

False = Disable.

Limited Web Resultset

This applies only to the Detail Search Web Service. This determines if  Diamond returns a much smaller set of search results. If a web developer uses this Web Service, and only uses the agency code, the policy holder name, the status and the last name, then limited web results are returned which makes it faster.

False = Disable.
True = Enable.

False = Disable.

Max Records

Number of records returned when using the Advanced Search function.

Numeric; user defined.

100

Max Web Records

This setting sets the default value of lookup records being returned when using the Advanced Lookup feature in Diamond's Web Services.

Implementation Specific; user defined.

The default value is "100."

Minimum Character Number Warning

If the setting is set to something other than "0" (e.g., "2" or "3") and a user enters that amount of characters for the search, the system now displays a warning: "This search could take some time. Continue?" If this field is set to "0," no warning is displayed.

Implementation Specific; user defined.

0 = Disable; do not display the warning.

Only Primary Agency in Group Lookup All

Used to determine if a primary agent has access to all policies quoted and written by the agency. 

0 = The system will pull back information for all agencies in the group no matter if it is the primary or not.
1 =  The Web Advanced Lookup will pull back information for all agencies in the group if the agency passed in is in a group and that agency is the primary agency. If the agency is not the primary of the group, it will only return information for that agency passed in.

0 = The system will pull back information for all agencies in the group no matter if it is the primary or not.

Policy Looking For Default

This is a text-based setting. This value can be changed to any value in the Looking For combo box on the Advanced Search screen. For example, if your Search Type is "Policy," you could have any of the following in the "Policy Looking For Default" system setting: "Agency Code," "AVS Client Code," "Driver's License Number," "Full Name," "Last Name," "Policy Number," etc.

User defined. It is based on the Search Type default and the corresponding selections listed in the Looking For combo box.

Agency Code

Policy Status Default

Sets the policy default "With a Status Of" combo box in Advanced Lookup.

"With a Status Of:"

Any Status
Written Off
Void Due to OOS Cancel
Renewal Underwriting
Renewal Offer
Reapplied
Quote
Pending OOS
Pending
Offset Due to OOS Cancel
Initial Submission
In Force
History
Future
Archived Quote

In Force

Field Name

Value / Function

Options

Default

Assign Type

Used to determine if the Attachment Type is captured when adding an Attachment on the Web.

True = The Attachment Type is captured when adding an Attachment in the Web.

False = Attachment Type is not captured.

True = The Attachment Type is captured when adding an Attachment in the Web.

Assign User Category

Used to determine if User Category selection is available or not on the Attachments screen.

True = User category selection will be available on the Attachments screen. All attachments will be defaulted to associate with the Employee user category. When viewing Attachments in Diamond Windows and this setting is enabled, the user will only be able to see Attachments that match his or her User Category or Attachments they have created. A user with the “Edit User Category Selection” authority (Attachments group) will be able to see all Attachments and, from the Attachments list, be able to change the User Category associated with an Attachment. When adding an Attachment from Diamond Windows, all users will be able to modify the viewable User Categories of their own Attachment.
False = The view of Attachments by User Category is disabled.

False = The view of Attachments by User Category is disabled.

Attach Multiple Files

This allows users to attach multiple files simultaneously. Warning! Enabling this requires the use of an HTML5 Browser or for Silverlight to be installed on the client machine.

False = Users cannot attach multiple files simultaneously.

True = Users can attach multiple files simultaneously.

True = Users can attach multiple files simultaneously.

Attach Write Letter Automatically

This determines if the system will automatically attach the Write Letter as an Attachment. Values = True and False. True = the system will function as it always has which is to attach the Write Letter to the system right away. Then the user will need to open document make changes save and update the Attachment.

False = the system will no longer attach right away. It will open the document, the user can make changes, save and attach the document to Diamond.
True = the system will function as it always has which is to attach the Write Letter to the system right away. Then the user will need to open document make changes save and update the Attachment.

True = the system will function as it always has which is to attach the Write Letter to the system right away. Then the user will need to open document make changes save and update the Attachment.

Create Note when Attachment is Deleted

Determines if the system will create a note or not and assign it to the policy or claim when an Attachment is deleted.

False = A Note is not created.
True = A Note is created.

True = A Note is created.

Delete Policy Level Attachment on Image Delete

This determines if a policy level attachment should be deleted or assigned to a different image when performing an image delete.

False = Do not delete or assign a policy level attachment to a different image.
True = Delete or assign a policy level attachment to a different image.

True = Delete or assign a policy level attachment to a different image.

Diary Days Until Due

This is used to determines how many days until the due date of a diary item created when a file is attached.

Implementation Specific; user defined.

0

Doc Path

Name of path where Word documents are stored. The distinction is, should the templates and documents be stored on a network share, in which case a UNC path would be appropriate, or if a drive / path combination is used, the templates and docs may be different on each workstation. (A doc or template produced on one workstation will not be visible on any other.)

User defined or C:\Apps\DiamondPaths\Data\Attachments

C:C:\Apps\DiamondPaths\Data\Attachments

Pop Up Description

For Future Release

0 = Disable.

0 = Disable.

Require Attachment Type on Attachment List

This determines if an Attachment Type is required or not when adding an Attachment from the Attachment List.

False = Attachment Type is not required.

True = Attachment Type is required.

True = Attachment Type is required.

Require Attachment Type on Claim Email

Requires an Attachment Type when adding a system Email at any claims level.

False = an Attachment Type is not required.
True = an Attachment Type is required.

False = an Attachment Type is not required.

Require Attachment Type on File Manager

This determines if an Attachment Type is required or not when adding an Attachment through the File Manager.

False = Attachment Type is not required.

True = Attachment Type is required.

True = Attachment Type is required.

Require Attachment Type on Policy Email

Requires an Attachment Type when adding a system Email at any policy, agency or client level.

False = an Attachment Type is not required.
True = an Attachment Type is required.

False = an Attachment Type is not required.

Sort by Date Attached Ascending

Determines how attachments are sorted; sorts attachments in the Grid View by date attached ascending (oldest to newest).

False = Sorts attachments in the Grid View by date attached descending (newest to oldest).

True = Sorts attachments in the Grid View by date attached ascending (oldest to newest).

True = Sorts attachments in the Grid View by date attached ascending (oldest to newest).

Template Path

Name of path where Word templates are stored. The distinction is, should the templates and documents be stored on a network share, in which case a UNC path would be appropriate, or if a drive / path combination is used, the templates and docs may be different on each workstation? (A doc or template produced on one workstation will not be visible on any other.)

User defined or C:\Apps\DiamondPaths\Data\Attachments

C:\Apps\DiamondPaths\Data\Attachments

Field

Value / Function

Options

Default

Advanced Renewal  Processing

Allows a company to use all processing interfaces or only the original interface in Automatic Renewal Processing.

False = Disable; do not use all processing interfaces.
True = Enable; use all processing interfaces. initiating pre-processed renewals before the current automatic renewal date. This allows clients to order Third Party information and then process a renewal underwriting image. The system makes a call down to the implementation code returning "True." A renewal underwriting image is created when the Pre-Process function is run in the DiamUI Renewal program. 

False = Disable.

Consider the individual agency underwriter for task assignment

Causes the system to select the agency underwriter user (if available) for pending automatic renewal transactions.

True = the system selects the agency underwriter (if available) for “Pending” Automatic Renewal transactions.
False = No agency underwriter user is selected.

False = No agency underwriter user is selected.

Issue Renewals With Pending Quotes

This determines if the system deletes any quote images on a policy that is set to automatically renew unless the policy has a "Pending" transaction to it. If "Archive Quote on Deletion" (Transactions folder) is enabled, it will be archived; otherwise it will be deleted from the system. This is only used for the Automatic Renewal process not for Manual Renewals.

False = Disable.
True = Enable.

False = Disable.

Issue Together

Determines if the system will wait to issue policies in groups defined by the company code or process Automatic Renewals normally.

False = The system will process renewals as it always has by submitting, rating and issuing them.  
True = The system will wait to issue policies in groups defined by the company code such as by client. The system will either issue all of the policies related to the client or will leave them all “Pending” if one or more cannot be issued successfully.  

False = The system will process renewals as it always has by submitting, rating and issuing them.  

Multiple Threads
(Note: Threading may NOT be done on the business and UI tier at the same time.)

Allows the Diamond Automatic Renewal Processing program to process "X" amount of renewals on separate threads, reducing the time it takes to process them.

Implementation Specific.
False = Process renewals on the business server.
True = Process renewals on the UI (User Interface) tier.

False

Number of Pre Process Threads

Used to determine the number of threads to use when running the Pre-Process Renewals function.

Implementation Specific; user defined.

1

Number of Threads

If "Multiple Threads is set to "1" (Enable), this is the number of threads that run the renewals in a multi-processor environment on the business server.

Implementation Specific; user defined number. (Note: Depending upon the machine this is running on, you can set this to a higher number, but there is a limit. If there are too many threads, this can slow the process down and make it less efficient than running on a fewer number of threads. Generally speaking, most implementations set this at a number of 2 through 5.)

0 = Number of threads running on the Business Server.

Number of Days to Leave Quotes (Note: If you are using this option, you must have the "Issue Renewals With Pending Quotes" system setting set to "1" - Enable.)

Determines if quotes attached to renewals are deleted or not when Automatic Renewals are run.

0 = Delete Quotes.
X = User-defined number of days that quotes will not be deleted when Automatic Renewals are run. When the "Issue Renewals With Pending Quotes" system setting is set to "1" (Enable), and a user defined number of days has been entered here, the system will not delete the quote and not renew the policy until either the quote has been issued or deleted by the user, or, if the number of days has passed, the quote will be deleted and the policy will renew. The system compares the current system date minus (-) the number of days from the system setting to the Transaction date of when the quote was entered into the system. This allows the quote to stay in the system to give the user time to process it. After the days have passed or the quote has been issued, the policy will renew automatically like always.

0 = Delete Quotes

Field

Value / Function

Options

Default

Data Warehouse Active

Used to determine if Data Warehousing is being used.

True = Data Warehousing is turned on  and being used.
False = Data Warehousing is turned off and not being used.

False = Data Warehousing is turned off and not being used.

Data Warehouse Queue Manager

This is the name of the MQ manager that will be handling the Data Warehouse XML.  This is similar to the back office setting “BO Queue Manager.”

Implementation Specific; user defined

Blank

Data Warehouse Queue Name

This is the name of the MQ Queue where the policy image IDO XML message will be sent.  This will use the MQ Manager from the " Data Warehouse Queue Manager" setting.

Implementation Specific; user defined

Blank

ESB Queue Name

This is the name of the MQ Queue where the Back Office XML message will be sent.  This will also use the MQ Manager from the " Data Warehouse Queue Manager" setting.

Implementation Specific; user defined

Blank

Field

Value / Function

Options

Default

Active

Determines if the system allows the user to automatically update producer information during the Back Office interface.

0 = Disable.
1 = Enable.

0 = Disable.

Command

Execution command.

Implementation Specific.

Execution command.

Connection

Database to Connect To.

Implementation Specific.

Database to Connect To.

Password

Password to pass into stored procedure.

Implementation Specific.

Password to pass into stored procedure.

User ID

User ID to pass into stored procedure.

Implementation Specific.

User ID to pass into stored procedure.

Field

Value / Function

Options

Default

Allow Deduction Day Changes on Pay Plans With Defined Down Payment

When a Pay Plan uses the Variable Down Payment option, this determines if the Change Installment Deduction Day Billing transaction is allowed or not.

False = When a Pay Plan is using the Variable Down Payment option, the Change Installment Deduction Day transaction is not allowed.

True =When a Pay Plan is using the Variable Down Payment option, the Change Installment Deduction Day transaction is allowed.   

False = When a Pay Plan is using the Variable Down Payment option, the Change Installment Deduction Day transaction is not allowed.

Allow Expired Pay Plans on Automatic Transactions

Used to determine if an expired Pay Plan will be allowed on Automatic Renewals / Automatic ABT Cancel Rewrites.

False = An expired Pay Plan will not be allowed on Automatic Renewals / Automatic ABT Cancel Rewrites and the Pay Plan will not be set (therefore, it will be a Pay Plan id of 0.)

True = An expired Pay Plan will be allowed on Automatic Renewals / Automatic ABT Cancel Rewrites.  

False = An expired Pay Plan will not be allowed on Automatic Renewals / Automatic ABT Cancel Rewrites and the Pay Plan will not be set (therefore, it will be a Pay Plan id of 0.)

Allow Install Bill Deduction Day Change (Note: For installment billed policies only. CANNOT be used for Credit Card or Payroll Deduction policies.)

Determines if users can change the deduction day on an installment billed policy. (Note: Users must have the authority, "Change Installment Deduction Day" in Billing.)

False = Disable. The Deduction Day button is not displayed on the Policy Control screen (Billing Info section). They cannot use the Billing transaction, "Change Installment Deduction Day," even though it is displayed in the list of transactions.
True = Enable. The Deduction Day button is displayed on the Policy Control screen. Users can edit the day; the new day is applied on a policy when it is rated and saved. Users can also issue the Billing transaction, "Change Installment Deduction Day," on issued policies providing they have the authority to do so. (Authority Needed: "Change Installment Deduction Day" in Billing group.)

True = Enable.

Allow New Business to Use Renewal Options

Determines how "New Business" policies are flat cancelled in the system regardless of whether their Pay Plans have Renewal Options 2 or 3.

False = Renewal Options 2 and 3 are not considered, and the existing functionality is used.

True = Diamond flat cancels all "New Business" policies with $0.00 paid, ignoring Renewal Options 2 and 3 if these are set in their Pay Plans.

False = Renewal Options 2 and 3 are not considered.

Allow Renewal Offer Eff Date Change Based on Check Date

This will default the Renewal Effective date to the check date when a payment is made to upgrade a Renewal Offer.

Apply Cancel Credit to Miscellaneous and Service

When a cancellation occurs, this determines how the cancellation credit is applied.

False = Disable. Any cancellation credits will only be applied to premium.
True = Enable. When a cancellation occurs, the cancellation credit is applied to outstanding Miscellaneous Charges and Service Charges; however, it is first applied to any outstanding premium before it is applied to any of the charges.

False = Disable.

Audit Billing User Interface Changes

This is used to determine if changes made to the Edit Billing UI are tracked or not. (Special Note: The only changes that will be tracked are changes made to the following tables: Billing Acct Receivable, Billing Cash and Billing Charge Credit.)

True = Track changes made to the Edit Billing UI.
False = Do not track changes to the Edit Billing UI.

False = Do not track changes to the Edit Billing UI.

Base Renewal Offer Effective Date On Check Date

This is used to determine if the Renewal Effective date defaults to the check date when a payment is made to upgrade a Renewal Offer.

False = Disable. The system will use the Expiration Date of the new Renewal Offer Effective Date.
True = Enable. This defaults the Renewal Effective date to the check date when a payment is made to upgrade a Renewal Offer.

False = Disable.

Calculate Carry Date On Paid

This setting considers the amount of premium that is currently outstanding and outstanding in the future on a policy when calculating the carry date based on what is paid on the policy. If no premium exists, the system automatically assigns the carry date to the expiration date of the policy regardless of how it would be normally calculated.

False = Disable; do not consider the amount of premium currently outstanding and outstanding in the future on a policy. Do not automatically assign the carry date as the expiration date of the policy.
True = Enable; the system looks at the amount of premium currently outstanding and outstanding in the future. If no premium exists, the system automatically assigns the carry date to the expiration date of the policy regardless of how it is normally calculated.

False = Disable.

Cancel Option 3 to Cancel Option 1 on First Installment

Used to determine if Cancel Option 3 will act the same as Cancel Option 1.

False = No change to Cancel Option 3 is done.

True = Cancel Option 3 will act the same as Cancel Option 1 on the first installment.

False = No change to Cancel Option 3 is done.

Clear Additional Interest Bill To At Issuance

Used to determine whether the Bill To flag should be cleared at issuance or not.

False = Do not clear AI Bill To flag at issuance.True1 = Clear AI Bill To flag at issuance.

True = Clear AI Bill To flag at issuance.

Days to Extend Friday Cancel Notices

When a Legal Cancel Date falls on a Friday, this determines the number of days to add to both the Legal and Final Cancellation dates on a policy.

Implementation specific; user-defined numeric value

0 = Number of Days

Days to Extend Friday Invoice Due Dates

Determines the number of days the invoice due date will be pushed forward if the due date falls on a Friday.

Implementation Specific; user defined numeric value.

0 = Number of Days

Days to Extend Saturday Cancel Notices

When a Legal Cancel Date falls on a Saturday, this determines the number of days to add to both the Legal and Final Cancellation dates on a policy.

Implementation specific; user-defined numeric value

0 = Number of Days

Days to Extend Saturday Invoice Due Dates

Determines the number of days the invoice due date will be pushed forward if the due date falls on a Friday.

Implementation specific; user-defined numeric value

0 = Number of Days

Days to Extend Sunday Cancel Notices

When a Legal Cancel Date falls on a Sunday, this determines the number of days to add to both the Legal and Final Cancellation dates on a policy.

Implementation specific; user-defined numeric value

0 = Number of Days

Days to Extend Sunday Invoice Due Dates

Determines the number of days the invoice due date will be pushed forward if the due date falls on a Sunday.

Implementation specific; user-defined numeric value

0 = Number of Days

Non Pay Cancel For Installment 1

Used to determine if the system generates Legal / Final Notices on policies where only installment 1 has processed.

False = The system does not generate Legal / Final Notices on policies where only installment 1 has processed.
True = The system generates Legal / Final Notices on policies where only installment 1 has processed.

True = The system generates Legal / Final Notices on policies where only installment 1 has processed.

Percentage Required for Reinstatement

Used to determine when making a payment on a policy cancelled for non-pay, if the amount meets or exceeds the percentage required by the system setting, the policy will be reinstated.

Implementation specific; user defined.

0 = Any amount will reinstate.(Other Notes: This will only validate against a lump sum payment; not partial payments. For example, on a policy having a $1,000.00 balance with an 85% required to reinstate, a payment of $840.00 and a payment of $1.00 will not reinstate the policy. The required payment is $850.00)

Percentage Required For Revised Renewal Offer

This determines the percentage of a renewal balance that would have to be covered by a credit balance existing on a policy before a Revised Renewal Offer is suppressed for print.

Implementation specific; user defined. This is a numeric value.

0

Percentage Required For Revised Renewal Offer Suppression

This determines the percentage of a renewal balance that would have to be covered by a credit balance existing on a policy before a Revised Renewal Offer is suppressed for print.

Implementation specific; user defined. This is a numeric value.

100

Renewal Offer Credit Balance Diary Queue After Transactions

This will generate a diary to the specified user / queue if a credit balance exists after a policy transaction to cover a Renewal Offer. The system setting should contain the name of the queue that will get these diary items. If they should just be assigned to the person doing the transaction, it can be "Current User."

Implementation Specific; user defined.

Renewal Version Column Name

This determines if the Renewal Version column header in Billing will use the given name if a different one than Ver is needed.

Blank = If this is left blank, it will not change anything in the system. The Renewal Version column on the Billing screens will show it as "Ver."
Implementation specific; user defined =  If a new column name is given in this system setting, that name will be used instead of Ver for the name of the Renewal Version column.

Blank = If this is left blank, it will not change anything in the system. The Renewal Version column on the Billing screens will show it as "Ver."

Require Credit Card Receipt Info

Determines if users are required to enter Credit Card account information before a payment can be made.

False = Disable. Users are not required to enter Credit Card account information before a payment can be made.
True = Enable. Users are required to enter Credit Card account information before a payment can be made.

True = Enable. Users are required to enter Credit Card account information before a payment can be made.

Roll Installments With Endorsements

On policies having endorsements that are issued on the same day an installment is set to roll, this determines if the installment rolls at the time the endorsement is issued and does not occur during End of Day Processing or if the endorsement will not trigger the installment to roll. In this case, the installment will roll during End of Day Processing.

False = Disable. An endorsement will not trigger the installment to roll. The installment will roll during End of Day Processing.
True = Enable. When an endorsement is issued on the same day an installment is set to roll, the installment rolls at the time the endorsement is issued and does not occur during End of Day Processing.

True = Enable.

Roll Only Installment 1 at Term Issuance

(Note: This was formerly called: "Roll Only Installment 1 At New Business Issuance."

At Renewal, this determines if the first installment is processed only if a late Renewal is issued.

False = The first installment is not processed if a late Renewal is issued.
True = The first installment is processed only if a late Renewal is issued.

False = The first installment is not processed if a late Renewal is issued.

Save Amount Due per Due Date

Used to determine if the amount due and prior amount due will be saved in the Billing Invoice Due Date table for Cancel Option 4 policies.

False =  The amount due and prior amount due will be saved in the Billing Invoice Due Date table.
True = The amount due and prior amount due will be saved in the Billing Invoice Due Date table.

False =  The amount due and prior amount due will be saved in the Billing Invoice Due Date table.

Send Notices with Late Term Bills and Renewal Offers

Send Legal / Final Notices with late term bills when the version is set to renewal with renewal offers, and the renewal offer has not been upgraded.  

False = Do not send Legal / Final Notices. True = Send Legal / Final Notices. (Important Note: This will prevent Legal / Final Notices from being created on late term endorsements. It only works if the version tied to the policy is set up for Renewal Offers.)

True = Send Legal / Final Notices. (Important Note: This will prevent Legal / Final Notices from being created on late term endorsements. It only works if the version tied to the policy is set up for Renewal Offers.)

Set Deduction Day to Installment 2 Due Day

Determines if the Deduction Day is based on the Due Date of the second installment.

False = The deduction day is not based on the due date of installment 2.
True = This will create a schedule so the deduction day is based on the due date of installment 2.  (IMPORTANT NOTE! If this is set to "1," you must also set the "Allow Install Bill Deduction Day Change" system setting (Billing folder) to "1" (Enable).

False = The deduction day is not based on the due date of installment 2.

Set Deduction Day to Transaction Day on Late Issued Installment Plans

Determines if the deduction day is automatically set to the day of the system date for policies that are late issued (rather than the effective day of the policy).

False = The Deduction Day is not automatically set to the day of the system date for policies that are late issued.

True =The Deduction Day is automatically set to the day of the system date for policies that are late issued (rather than the effective day of the policy).

False = The Deduction Day is not automatically set to the day of the system date for policies that are late issued.

Set Renewal Installment Due Date to Installment 2 Due Day

This sets the first Renewal Installment to have the same due date as the rest. This setting is dependent on "Set Deduction Day to Installment 2 Due Day" equal to "True" for day pay plans.

False = Does not set the Renewal Installment to have the same due date as the rest.
True = Sets the first Renewal Installment to have the same due date as the rest. This setting is dependent on "Set Deduction Day to Installment 2 Due Day" being set to "True" for day pay plans.

False = Does not set the Renewal Installment to have the same due date as the rest.

Suppress Legal Notices On Reinstatement

Suppress Legal Notices for remaining balances after a Reinstatement. The Notice will roll with the next installment.

False = Disable. Legal Notices are not suppressed for remaining balances after a Reinstatement.

True = Enable. Legal Notices are suppressed for remaining balances after a Reinstatement. The Notice will roll with the next installment.

False = Disable.

Suppress Service Charge when Installment Amount Below Minimum Invoice

Determines if a Service Charge rolls when the installment amount is less than the minimum invoice amount.

False =A confirmation that printing is not being suppressed in this case since a legal and final notice will be created and an invoice will need to be sent.

True = A Service Charge will not roll when the installment amount is less than the minimum invoice amount.

True = A Service Charge will not roll when the installment amount is less than the minimum invoice amount.

Use Annual Premium for Prorated Term Calculations

Determines the type of premium that will be used for Specific Date ABT policies: Annual Premium or Full Term Premium

False = The system will use the current functionality which is Full Term Premium (FTP) for pro-rated terms on Specific Date ABT policies.
True = The system will use the annual premium for pro-rated term calculations of Specific Date ABT policies.

True = The system will use the annual premium for pro-rated term calculations of Specific Date ABT policies.

Use Endorsement Due Days for Agency Bill

For Agency Bill policies, Endorsement Due Days will be used when calculating the Due Date for Endorsements.

False = Endorsement Due Days will be not used when calculating the Due Date for Endorsements.

True = Endorsement Due Days will be used when calculating the Due Date for Endorsements.

False = Endorsement Due Days will be not used when calculating the Due Date for Endorsements.

Use Policy Commission Type

Used to indicate where to get Commission Type: Commission Contribution or Agency.

False = Paid premium commissions using monthly Account Receivable information will be based on commission type  in Agency.

True = Paid premium commissions using monthly Account Receivable information will be based on commission type in Commission Contribution not commission type in Agency.

True = Paid premium commissions using monthly Account Receivable information will be based on commission type in Commission Contribution not commission type in Agency.

Validate Major Industry Identifier on Credit Card Policies

Used to determine if a Credit Card Number will be validated to ensure the correct type of card has been selected when saving Credit Card information or making Credit Card payments.  Values are “True” (Enable) and “False” (Disable). If set to “When set to “. The default value is “False” (Disable).

False = The first digit of a Credit Card Number will not be validated.
True = The first digit of a Credit Card Number will be validated to ensure the correct type of card has been selected when saving Credit Card information or making Credit Card payments.

False = The first digit of a Credit Card Number will not be validated.

Waive Fees and Charges on Flat Cancel

Used to determine if any outstanding Miscellaneous Fees (that have been set up to automatically waive) and Service Charges will be waived or not.

False = Outstanding Miscellaneous Fees and Service Charges will be waived.
True = When a policy that is flat cancelled, any outstanding Miscellaneous Fees (that have been set up to automatically waive) and Service Charges will be waived. Special Note! No new authority has been added; however, it is imperative that if this is set to "True," in your system, any user performing a "Cancel" must have the following authorities in the Billing group: "Waive Miscellaneous Charge" and " Waive Service Charge."

False = Outstanding Miscellaneous Fees and Service Charges will be waived.

Field

Value / Function

Options

Default

Allow Different Agencies on Policies in a Billing Account

When linking policies in a Billing Account, this determines if the system allows agencies for those policies to be different.

False = Do not allow agencies to be different.
True = Agencies are allowed to be different.

False = Do not allow agencies to be different.

Allow EFT and Non-EFT Policies to Coexist: Has Been Renamed - "Allow Recurring and Non-Recurring Policies in a Billing Account"

This determines if Credit Card / EFT Install Bill Pay Plans can or cannot exist on the same account.

False = Do not allow policies with Credit Card / EFT Install Pay Plans to exist on the same account.
True = Allow policies with Credit Card / EFT Install Pay Plans to exist on the same account

False = Do not allow policies with Credit Card / EFT Install Pay Plans to exist on the same account

Spread Billing Account Overpayments Across Billing Account

Used to determine if billing account overpayments will be applied proportionally across all policies in the billing account based on the future outstanding or not.

False = Billing account overpayments are not spread.

True = Billing account overpayments will be applied proportionally across all policies in the billing account based on the future outstanding

False = Billing account overpayments are not spread.

Use LOB Directed Payment

This determines if Account Bill payments will use the LOB directed payment order according to the set up in the BillingAccountDirectedLOBPaymentOrder table.

False = The current functionality will be used.
True = Account Bill payments will use the LOB directed payment order according to the set up in the  BillingAccountDirectedLOBPaymentOrder table.

False = The current functionality will be used.

Field

Value / Function

Options

Default

Allow Agency Bill Adjustments

Allows / disallows cash adjustments on agency bill policies using the Adjustment button on the Statement Display screen.

False = Do not allow adjustments. The system returns a validation indicating: "The system does not allow the adjustments on agency billed policies."
True = Allow cash adjustments. When selecting the Adjustment button, the system returns the Accounting Adjustment screen for cash adjustments.

False = Do not allow adjustments. The system returns a validation indicating: "The system does not allow the adjustments on agency billed policies."

Allow Blanket Waive Miscellaneous Charge On Converted Policies  

Allows users to waive outstanding miscellaneous charges on converted policies without actually selecting a miscellaneous charge on the screen.

False = Do not allow waiving of miscellaneous charges on converted policies.
True = Allow waiving of miscellaneous charges on converted policies.

False = Do not allow waiving of miscellaneous charges on converted policies.

Allow Waive Premium Greater Than Balance

Determines if users are allowed to waive paid and future premium amounts (up to the total amount of premium on the policy).

False = Disable.
True = Enable. When enabled, future waive amounts are listed on the Billing Future tab as a separate line item under the applicable installment.

False = Disable.

Display Reversal Adjustment for Credit Card Payment

This determines whether the Reversal option is offered to a user with the appropriate authority in the action column of a Credit Card payment statement activity item.

False = The Reversal option is not offered to a user.

True = The Reversal option is offered to a user with the appropriate authority in the action column of a Credit Card payment statement activity item.

True = The Reversal option is offered to a user with the appropriate authority in the action column of a Credit Card payment statement activity item.

Spread Adjustment Within Lead Days

This setting affects EFT withdrawal amounts that increase as a result of a billing adjustment. This is used to determine how an EFT payment is handled when the system date is within the lead days of the next installment and a billing adjustment is done that increases the amount of the payment. (Please Note: Amounts that decrease are not included at this time.)

False = The balance that is created as the result of the adjustment will remain on the Billing Statement screen. When the next installment rolls, then that balance will be considered together with that installment when the EFT payment is created.
True = When a billing adjustment is done on an EFT such as an NSF (and the system date is within lead days of the next installment), the system spreads the amount over the future installments but not the first one to roll since it is within lead days.

False = The balance that is created as the result of the adjustment will remain on the Billing Statement screen.

Stop Adjustments When Pending Refund Exists

When a “Pending” refund exists, this is used to determine if adjustments are prevented from being processed.

False = Adjustments are not prevented.

True = Adjustments are stopped when a “Pending” refund exists on a policy.

False = Adjustments are not prevented.

Field

Function / Value

Options

Default

Determines if a credit card payment will process without attempting to contact a vendor, such as Authorize.net.

False = The user will not bypass the credit card vendor when making a payment.

True =  The user will bypass the credit card vendor when making a payment.

False = The user will not bypass the credit card vendor when making a payment.

Disable Credit Card Deduction Day

This controls whether the Deduction Day field is enabled or disabled for Credit Card Pay Plans.

False = The Deduction Day defaults to the policy effective day. If deduction day is not the policy effective day at Renewal and the setting is disabled, the new term will have the policy effective day as the deduction day.
True = Users can adjust the Deduction Day for Credit Card Pay Plans.

False = The Deduction Day defaults to the policy effective day.

Require CVV2 Code Entry

This is used to determine if entry of the CVV2 Code is required on a Credit Card payment.

False = Users are not required to enter a CVV2 Code.
True = Users are required to enter a CVV2 Code.

False = Users are not required to enter a CVV2 Code.

Use Toke-Based Credit Card Vendor

This determines if the Authorize.NET Customer Information Manager (CIM) is used to store and manage credit card data.

False = Autorize.NET Customer Information Manager is not used to store and manage credit card data.

True = The Authorize.NET Customer Information Manager is used to store and manage credit card data. The Credit Card Control that appears under Receipt or when entering Pay Plan information will be replaced with the new CIM Credit Card Control; field names and behavior is different.

False = Autorize.NET Customer Information Manager is not used to store and manage credit card data.

Field

Value / Function

Options

Default

Default Billing Future Tab to Combine Installments and Fees

Determines if the "Combine Installment Fees" check box on the Billing Future Tab defaults with a check mark when loading the page.

True = The "Combine Installments and Fees" check box on the Billing Future Tab will default with a check mark when loading the page.
False = The "Combine Installments and Fees" field will not have a check mark.

False = The "Combine Installments and Fees" field will not have a check mark.

Default Billing Statement To Account Level

(Note: For the Account Bill option.) If a policy is in a billing account, the Billing Statement Display screen loads automatically with the billing account detail instead of just the activity for that policy.

False = Disable.
True = Enable.

False = Disable.

Disable Offset Reapply Statement Lines

Implementation Specific. This setting determines if the offset / re-apply lines are displayed on the Billing Statement Display screen. This also affects the Print XML.

False = Disable.
True = Enable.

False = Disable.

Display Bill To Change Warning

This setting  determines if the system displays a message indicating the bill to is being changed on a policy being linked to an account.

False = Disable.
True = Enable.

False = Disable.

Display Commission Type Validation On Agency Save

Used to determine if a validation message is displayed if the Commission Type field is not set to either "Paid" or "Written" Premium when saving an agency.

False = Disable.
True = Enable.

False = Disable.

Display EFT File Line on Statement Screen

Determines if the line "EFT File Generated" will be added to the Statement screen when an EFT File is generated. 

False = No line is displayed for an EFT file on the Billing Statement screen.
True = The line "EFT File Generated" will be added to the Statement screen when an EFT File is generated.  

False = No line is displayed for an EFT file on the Billing Statement screen.

Display Future Credits Spread on EFT (Note: For Account Bill Policies)

This is used to determine if the system displays how credit will be applied if a credit balance exists on an EFT policy that is account bill.

False = No display is shown.
True = If a credit balance exists on a policy, the system displays how the credit will be applied to other policies in the account.

False = No display is shown.

Hide Cancel-Reinstate Notice Lines

Determines if the "Notice" line for Cancels and Reinstates are displayed or not on the Billing screen.

False = Policy submission lines are not hidden in the Billing UI.

True = The Billing screen and Print XML will no longer include the “Notice” lines for Cancels and Reinstates.

False = Policy submission lines are not hidden in the Billing UI.

Hide Submission Lines

This determines if the Policy Submission lines are hidden or displayed on the Billing screen.

False = The policy submission lines are displayed on the Billing screen.

True = The policy submission lines are hidden on the Billing screen.

False = The policy submission lines are displayed on the Billing screen.

Show Payments Only on Billing Summary

When using the Billing Summary, this determines if only payments are displayed.  

False = All Billing information is shown.

True = Only payments are displayed on the Billing Summary.

False = All Billing information is shown.

Show Percentage Indicator for Agency Fees

This determines if the "Fee as Percentage" check box is visible or not when using the Agency Fee functionality.

 False =  The check box is not visible.

True = The "Fee as Percentage" check box is visible when using the Agency Fee functionality.

True = The "Fee as Percentage" check box is visible when using the Agency Fee functionality.

Sort Billing Statement in Descending Order

Sorts the information on the Statement screen by descending chronological order. (i.e., the newest record displays first and the oldest record displays last).

False = Newest record displayed last / oldest displayed first.

True = Newest record displayed first / oldest last.

False = Newest record displayed last / oldest displayed first.

Use Billing Summary Tab

When the Billing Statement Display screen opens, this determines if the Summary tab is the default screen displayed or the Billing Statement (Detail) screen is displayed.

0 = False. The Billing Statement Display (Detail) is displayed by default.
True = Enable. The Summary Tab is shown by default on the Billing Statement Display screen.

False = Disable. The Billing Statement Display (Detail) is displayed by default.

Use Billing Summary Tab on Agency Web

Used to enable / disable the use of the Summary View on the Billing Statement screen for the Agency Web.

False =  The Summary View on the Billing Statement screen for the Agency Web is not available.

True = The Summary View on the Billing Statement screen for the Agency Web is available.

False =  The Summary View on the Billing Statement screen for the Agency Web is not available.

Field

Function / Value

Options

Default

Allow Deduction Day Greater Than 28

Allows / disallows the entry of a deduction day greater than 28 on the Policy EFT screen.

False = Do not allow the entry of a deduction day greater than 28; system returns an error message.
True = Allows the entry of a deduction day greater than 28.

True = Allows the entry of a deduction day greater than 28.

Allow EFT Payments on Policies with Non-EFT Pay Plans

Used to determine if users will be allowed to make payments with a source of EFT against policies currently on a non-EFT Pay Plan.

False = Users will not be allowed to make payments with a source of EFT against policies currently on a non-EFT Pay Plan.

True = Users will be allowed to make payments with a source of EFT against policies that are currently on a non-EFT Pay Plan.

True = Users will be allowed to make payments with a source of EFT against policies that are currently on a non-EFT Pay Plan.

Create Agency Bill Premium EFT Records

Indicates whether to create Agency Bill Premium EFT records for monthly agency bill premiums at end of month.

False = Agency Bill Premium EFT records will not be created for monthly agency bill premiums at end of month.

True = Agency Bill Premium EFT records will be created for monthly agency bill premiums at end of month.

False = Agency Bill Premium EFT records will not be created for monthly agency bill premiums at end of month.

Disable Deduction Day

Disable / enable deduction day on the EFT screen (Policy Control screen.

False = Deduction Day field is accessible to user for change.
True = Deduction Day field is protected; user may not alter. The Deduction Day defaults to display the day of the effective day of the policy.

False = Deduction Day field is accessible to user for change.

Do Not Draft for Installment 1

Used for New Business EFT policies only. Determines if an Installment 1 rolls at End of Day and a draft does not occur for any difference between the cash on the policy and the installment amount.

False = Any difference is drafted by EFT.
True = When an Installment 1 rolls for a New Business EFT policy, the positive difference between the installment amount and the down payment amount will not be drafted.  It will be drafted when Installment 2 rolls.

False = Any difference is drafted by EFT.

Do Not Spread at Inception Except for Positive Balance

Used for New Business EFT policies only. Determines if on a New Business policy issuance the positive balance is greater than the down payment amount is spread which then takes precedence over the “Spread at Inception” system setting.

False = The Spread at Inception system setting is considered.
True = It takes precedence over the existing “Spread at Inception” system setting. On a new business EFT policy, if a positive balance occurs between the installment that rolls and the down payment amount, that amount will spread to the future installments.    

False = The Spread at Inception system setting is considered.

EFT Returns User ID

Determines if a workflow item is created for the user id specified.

False = Do not create a workflow item.

True = Create a workflow item for the user id specified.

False = Do not create a workflow item.

Enable Deduction Day At Pending New Business Renewal

Disables / enables changes to EFT Deduction Day for only New Business and Renewal images of policy.

False = Disable EFT Deduction Day.
True = Enable EFT Deduction Day.

1 = Enable EFT Deduction Day for only New Business and Renewal images of policy.

Form Name for EFT Account Changes

When the name of a form is specified in this setting, users receive a message advising them that a new form (named here) needs to be submitted when EFT information is changed on a policy.

Implementation Specific; user defined.

Blank. If the form name is blank, users do not receive a message.

Maintain EFT Schedule on ABT Cancel Rewrite

This is used to determine if the lead days for an ABT Cancel Rewrite transaction will cause the installment due dates to stay the same or will spread any installments based on the lead days to the future.

False = The system will spread any installments based on the lead days to the future.
True = This sets the lead days to "0" (zero) for an ABT Cancel Rewrite transaction and will cause the installment dues dates to stay the same.

False = The system will spread any installments based on the lead days to the future.

Rebill Outstanding on Cancelled EFT

Determines if unearned premium will be allowed to be collected on EFT cancelled policies.

False = Outstanding amounts on EFT policies will not be billed.

True = Bill any outstanding amount on a cancelled EFT policy and create a special installment in the future, so the insured's account will be swept for the remaining amount due.

False = Outstanding amounts on EFT policies will not be billed.

Spread At Inception

This determines when an installment amount is spread on EFT "New Business" policies when the effective date of a policy precedes the date of its issuance.

False = Do not spread an installment amount; nothing is spread at new business policy issuance.
True = Spread an installment amount; an installment amount is spread over the remaining installments.

True = Spread an installment amount; an installment amount is spread over the remaining installments.  

Spread Credit on EFT Credit Card Policy Reinstatement

Determines if any credits that are left during a Reinstatement transaction will be spread across future installments or not.

False = If a credit during a Reinstatement is sufficient enough to cover any future installments that are within lead days, or installments that will roll that night, the credit will not spread so it can be applied to those installments when they do roll.

True = Any credits that are left during a Reinstatement transaction will be spread across future installments.

True = Any credits that are left during a Reinstatement transaction will be spread across future installments.

Spread Credit When Next Installment Is Within Lead Days

Used to determine if credit amounts are spread or not on EFT and Credit Card when the installment is within the lead days.

False = Lead days are not considered at all when spreading credits.

True = Only spread credit amounts on EFT or Credit Card when the installment is within lead days.

False = Lead days are not considered at all when spreading credits.

Spread Edit EFT Info Transaction

Used to determine whether or not installments roll and spread within lead days when an EFT Info transaction has been added.

False = No installments will ever roll and spread during the EFT Info transaction.
True = During an EFT Info transaction if there is an installment within lead days, it will roll and spread.

True = During an EFT Info transaction if there is an installment within lead days, it will roll and spread.

Spread With Credit at Inception and Within Lead Days

Used for: "New Business" on EFT policies only. This determines how the system spreads installments and outstanding amounts.

For example, a user enters a new business EFT policy with a 4 Pay Installment Pay Plan with a credit amount applied to the policy. It is effective ten (10) days in the future. The lead days are set to 20. The first installment is set to roll in eight (8) days.

If the system setting is disabled: Because Installment 1 is not set to roll yet (8 days) but it IS within the lead days (20), the system spreads the installment because it does not recognize there is a credit on the policy.

If the system setting is enabled: The system recognizes there is a credit and does not spread the first installment.

False = Disable. The system will spread installments and outstanding amounts at "New Business" issuance on new business EFT policies. The Billing Statement Display screen will show the credit, the "Transaction to Bill in the Future" line then shows the first installment is being spread.
True = The system avoids spreading installments and outstanding amounts at "New Business" issuance. This occurs on "New Business" EFT policies that are ahead of the roll date but are within the lead days so the installment is spread to the future. The Billing Statement Display screen displays only the credit and Installment 1 is not touched (i.e., if the credit on the "New Business" is not enough to cover the 1st installment, an amount is drafted on the roll date of the installment).  

True = Enable.

Validate Routing Number

Validate the bank routing number on the EFT screen (Policy Control screen).

False = Disable; do not validate the EFT bank routing number.
True = Enable; validate the EFT bank routing number.

False = Disable; do not validate the EFT bank routing number.

Field

Value / Function

Options

Default

Allow Different Accounts for EFT Group Setup

This determines if, during EFT Group Setup, this allows a group to use different bank accounts or not in one file.

False = Different bank accounts cannot be used in a group.
True = Different bank accounts can be used in a group. (Special Note:Companies must have a custom EFT file for this to work.)

False = Different bank accounts cannot be used in a group.

Always Allow EFT Commission for Credit

This determines if, during EFT Group Setup, this allows a group to use different bank accounts or not in one file.

False = This does not allow EFT records to be written for commission credit to the agency for EFT File processing even when the overall total for the agency is a debt.
True = This allows EFT records to be written for commission credit to the agency for EFT File processing even when the overall total for the agency is a debt.

False = This does not allow EFT records to be written for commission credit to the agency for EFT File processing even when the overall total for the agency is a debt.

Create Agency Bill Premium EFT Records

Indicates whether or not to create EFT records for monthly agency bill premiums at end of month.

False = Do not create  EFT records for monthly agency bill premiums at end of month.

True = Create  EFT records for monthly agency bill premiums at end of month.

False = Do not create  EFT records for monthly agency bill premiums at end of month.

Create Pre Note ACH File

This determines if a pre notification ACH file is created for EFT Accounts when EFT files are generated.

False = No pre notification file is created.
True = an EFT Pre Note ACH file will be created at the same time a base EFT file is generated. This file can be used to verify EFT accounts that a payment has not occurred against.

False = No pre notification file is created.

Credit Company Record

Determines if an additional entry detail record crediting the company EFT account with all the debits in the EFT file should be included or not.

False = Disable. File does not contain an additional entry detail record.
True = Enable. File contains an additional entry detail record.

False = Disable. File does not contain an additional entry detail record.

Detail Record Leave Discretionary Data Blank

Determines if the EFT Detail record is blank or not when generating an EFT file for export.

False = Disable. The system does not allow the EFT Detail record to be blank.

True = Enable. The system allows the EFT Detail record to be blank.

True = Enable. The system allows the EFT Detail record to be blank.

Entry Detail Credit Records

Determines if an offset company credit record is created for every debit record.

False = Disable; do not create an True = Offset company credit record.
True = Enable; create an offset company credit record.

False = Disable.

Exclude Agency EFT Reversals from File

Determines if reversals of agency payments will be included in the EFT file or not.

False = Disable. Reversals of agency EFT payments will be included in the EFT file.
True = Enable. Reversals of agency EFT payments will not be included in the EFT file.

False = Disable. Reversals of agency EFT payments will be included in the EFT file.

Exclude E-Check Reversals from File

This determines if Reversals of E-Check payments will go or not go into the EFT file.

False = Policy EFT Payments will be allowed to go into the EFT File.

True = The E-Check Reversal payments will not go into the EFT File.

True = The E-Check Reversal payments will not go into the EFT File.

Exclude EFT Refunds from File if Reversed or Voided before Export

Determines if reversals of Agency EFT Payments will go into the EFT file or not.

False = EFT Refunds that are reversed or voided before export will go into the EFT file.
True = EFT Refunds that are reversed or voided before export will go into the EFT file.

False = EFT Refunds that are reversed or voided before export will go into the EFT file

Exclude Policy EFT Reversals from File

This determines if Reversals of Policy EFT payments will go or not into the EFT file.

False = Policy EFT Payments will be allowed to go into the EFT File.

True = The Policy EFT payments will not go into the EFT File.

True = The Policy EFT payments will not go into the EFT File.

Force ASCII Encoding

This determines if this will force the file contents to have an ASCII encoding or not.

False = The file will be in default encoding which could be any encoding that fits the contents of the file (e.g., UTF8, UTF16, and Unicode).

True = This will force the file contents to have an ASCII encoding, which will strip out any characters not present in the ASCII character set.

False = The file will be in default encoding which could be any encoding that fits the contents of the file (e.g., UTF8, UTF16, and Unicode).

Left Justify Alphanumeric Fields

Determines if the alphanumeric fields in the EFT File are left or right justified.

False = The alphanumeric fields are right justified.

True = The alphanumeric fields are left justified.

True = The alphanumeric fields are left justified.

Nine Fill

This setting allows / disallows the bank to have a blocking factor of ten (10). (Note: The file size must be a multiple of 940).

False = Disable; do not use nine fill.
True = Enable; use nine fill.

 False = Disable; do not use nine fill.

Remove Space from Company ID in Batch Control Record

Determines if the system removes the space from the company ID on the batch control record.

False = The system does not remove the space in the Company ID in the batch control record.
True = The system removes the space in the Company ID in the batch control record.

False = The system does not remove the space in the Company ID in the batch control record.

Set Batch Total to Gross Amount

Determines if the gross amount of credits and debits is displayed for an EFT.

False = Disable.

True = Enable. When set to "1," the Batch Total of the EFT file displays the gross amount of the Credits and Debits transmitted. If, for example, the setting is set to "1," and the batch has the following amounts: 100 (Credit), 200 (debit) and 300 (Debit), the Batch Total display equals "600." This is intended for use only when the "Credit Company Record" = True.

False = Disable.

Set Company Name to Bank Name

Determines if the Company Name is replaced with the Bank Name in the Immediate Origin and Company Name fields.

False = The Company Name is not replaced with the Bank Name.
True = The Company Name is replaced with the Bank Name.

True = The Company Name is replaced with the Bank Name.

Strip Spaces in Company Name

In the EFT file, this determines if the company name in the batch header will not have spaces if this is set.

False = The company name in the batch header will have spaces.
True = The company name in the batch header will not have spaces.

False = The company name in the batch header will have spaces.

Use Addenda Format

Determines if an addenda record is attached to every entry detail in the file.

False = Disable; do not attach addenda record.
True = Enable; attach addenda record.

False = Disable; do not attach addenda record.

Use Code in Name or Agency Name for Agency EFT Entry Detail.

(Formerly: Use Code in Name for Agency EFT Entry Detail)

This allows a second option for the EFT file name display for Agency EFT Payments.

0 = vEFT Agency Records Detail will pull the current policy number and last name for the Agency EFT Record.
1 = Pull the agency code, the current policy number and last name.
2 = Pull the agency name.

Use Six Characters for Identification Number

Determines if the system uses ABCDEF1 as the Identification Number, where ABCDEF correspond to the first six (6) characters of the Insured's Name with spaces removed. This replaces the policy number.

False = ABCDEF1 will not be used as the ID Number.
True = ABCDEF1 will be used as the ID Number.

True = ABCDEF1 will be used as the ID Number.

Use Upper Case

All characters in the EFT file are in upper case. This applies to customers using the Base EFT Format.

False = Disable.
True = Enable; all characters in upper case.

True = Enable; all characters in upper case.

Field

Value / Function

Options

Default

Allow Agency EFT Commission Debits in File

This allows balances owed to the carrier by the agent to be drafted out of the agent's Agency Commission Debit account.

False = No money will be swept.
True = True = If the this system setting is true, and an agent has a positive balance (owes commissions), then when running Create Direct Bill Commission Statement, a record will be placed into EFT records with a 27 or 37 transaction code, and go out in the nightly file. When the file is processed, the money will be swept out of the agent's Agency Commission Debit EFT account.

False = No money will be swept.

Apply Agency Group Adjustments to Primary Agency Commissions

Determines or not if any agency adjustments done to an agency in a group will apply to the commissions of the primary agency.

False = Agency adjustments done to an agency in a group will not apply to the commissions of the primary agency.

True = Any agency adjustments done to an agency in a group will apply to the commissions of the primary agency.

False = Agency adjustments done to an agency in a group will not apply to the commissions of the primary agency.

Automatic Waive Amount

When the Process Automatic Waives is selected in End of Day Processing, the system automatically waives off outstanding credit or debit amounts that are less than or equal to an amount that is specified in this setting. Once a policy has a credit amount waived, users may view the amount waived on the Statement Display screen. The description reads: "Automatic Waived Credit Balance" and the Balance column is equal to "0."

Implementation Specific; user defined.

5

Automatic Waive Policies With Future Installments

This is used to determine how the system automatically waives policies having future installments in End of Day Processing (Process Automatic Waives)

False = Policies with future installments are NOT included in the automatic waive group.
True = Policies with future installments are included in the group being waived (Note: This retains the existing functionality).

True = Policies with future installments are included in the group being waived (Note: This retains the existing functionality).

Billing Invoices and Legals Output File Path

The name of the path where the output file from End of Day processing containing Invoice Reminder and Legal Cancellation Notices are held.

Implementation Specific; user defined.

C:\Interfaces\BillingInvoicesLegals

Create Workflow When Collection Waive Amount Exceeds

Determines the minimum amount to trigger a workflow item so that the policy can be reviewed for outside collections.

Implementation Specific; user defined.

500 (Dollars)

Days to Keep Acct Receivable

Determines the number of days to store Billing Account Receivable information in a new table called Billing Acct Receivable Daily. This is only populated when the End of Day Processing option "Write Daily Receivable Totals" executes and the system date is rolled.

Implementation Specific; user defined.

0

Installment Debug Traces

Used to track how much time each piece of installment processing takes.

False = Installment processing is not tracked.
True = Installment processing is tracked.

False = Installment processing is not tracked.

Only Allow Agency EFT Commission Credits in File

Determines or not if only individual Company / State / LOB credit commissions will be included in the EFT file for each agency.

False = Only EFT commission totalling a credit for all Company / State / LOBs for each agency will be included in the file.

True = Only individual Company / State / LOB credit commissions will be included in the EFT file for each agency.

False = Only EFT commission totalling a credit for all Company / State / LOBs for each agency will be included in the file.

Pay Commission On Issued Only

Allows commission to be paid on issued policies only.

False = Disable; do not pay on issued policies only.
True = Enable; pay on issued policies only.

False = Disable; do not pay on issued policies only.

Pay Commission on Overpayment for Paid Premium Commissions

Used to determine if commissions will be paid for overpayments for paid premium commissions.

False = Commissions will not be paid on overpayments for paid premium commissions.
True = Commissions are paid on overpayments for paid premium commissions.

False = Commissions will not be paid on overpayments for paid premium commissions.

Reverse Last Service Charge on Non-Pay Cancellations

This determines if the system reverses the unpaid Service Charge when a policy cancels for non-payment.

False = The Service Charge remains and is not reversed.
True = The system reverses the last unpaid Service Charge when a policy is cancelled for non-payment. When the policy is reinstated with a payment, then the Service Charge is re-assessed.

False = The Service Charge remains and is not reversed.

Use Transaction Date for Commissions

Allows commissions to be based on the Transaction Date vs. the Effective Date

False = The system uses the accounting date, which is the greater of transaction date and effective date. 

True = The system uses the Transaction Date for agency statement and commissions during EOM. (Special Note: If your company chooses s to switch methods, you will need to contact your team as there would be a conversion “catch up” month to transition to the new method.  Changing this also would affect reporting and balancing, i.e. your monthly premium totals would not match the premium reported on the agency statements. )

False = The system uses the accounting date, which is the greater of transaction date and effective date.  

Workflow Queue To Review For Outside Collections

Determines the name of the Workflow Queue that collection items should be sent to.

Implementation Specific; user defined.

Blank

Field

Value / Function

Options

Default

Blackout Workflow Queue

When a hurricane blackout period ends, and a policy under that blackout period has had any catastrophic claim entered with a loss date within the blackout period, a policy diary item is created for the policy.

Implementation Specific.
The system setting assigned here represents the workflow queue id that the diary item will be assigned to. It should represent a workflow queue item in the Workflow Queue table.

2 = Underwriting Exceptions Queue

Disallow Blackout Date Before System Date

Determines if users are allowed to enter a Hurricane Blackout Effective Date if the effective date is less than the system date.

False = Disable. A hurricane blackout can be entered with an effective date before the system date.

True = Enable. When a hurricane blackout period is entered in Diamond Administration, if the effective date is less than the system date, a validation will occur on the Save not allowing the user to enter the hurricane blackout until it has been corrected.

False = Disable.

Load Update Blackout Policies Timeout Value

This is used to set the time out value in seconds for the call to the stored procedure (Admin) Load Update Blackout Policies.

Implementation Specific; user defined.

120 (seconds)

Process Blackout End Date Number of Threads

This sets the time out value in seconds for the call to the stored procedure (Admin) Update Hurricane Blackout Policies.

Implementation Specific; user defined.

120 (seconds)

Send New Legal On Blackout End

Determines when a Legal Notice of Cancellation is created after a hurricane blackout period ends and a policy fell under the hurricane blackout period.

Implementation Specific.
False = When a hurricane blackout period ends, and a policy under that blackout was in Legal Notice of Cancellation during the blackout period, no Legal Notice of Cancellation will occur, and the policy will cancel on the calculated date of: System Date + Legal Notice Days.
True  = When a hurricane blackout period ends, and a policy under that blackout was in Legal Notice of Cancellation during the blackout period, a new Legal Notice of Cancellation will be created and sent before the policy cancels.

False = When a hurricane blackout period ends, and a policy under that blackout was in Legal Notice of Cancellation during the blackout period, no Legal Notice of Cancellation will occur, and the policy will cancel on the calculated date of: System Date + Legal Notice Days.

Update Hurricane Blackout Policies Timeout Value

This is used to set the time out value in seconds for the call to the stored procedure (Admin) Update Hurricane Blackout Policies.

Implementation Specific; user defined.

120 (seconds)

Field

Value / Function

Options

Default

Automatically Apply Pay Plan Changes To Renewal Underwriting

This determines if the Pay Plan in Policyimage is automatically updated when a Pay Plan Change is done on a policy that has an existing Renewal Underwriting image.

False = Disable.

True = Enable. The payplan on the renewal underwriting image will be automatically updated when a billing transaction Pay Plan Change is done if the Pay Plan selected is valid for the renewal term.

False = Disable.

Credit Paid Service Charges On Pay Plan Changes

This determines when paid service charges are credited when a Pay Plan transaction is done.

False = Disable. The paid service charges are not credited.
True = Enable. Credit paid service up to the amount of the service charges being billed on the current version when a Pay Plan Change is done.

False = Disable. The paid service charges are not credited.

Do Not Apply Pay Plan Changes to Paid in Full Renewal Versions

Determines if Pay Plan Changes will be applied or not to Renewal Versions that have been fully billed and paid in full.

False =  Pay Plan Changes will be applied to Renewal Versions that have been fully billed and paid in full.
True = Pay Plan Changes will not apply to Renewal Versions that have been fully billed and paid in full.

False =  Pay Plan Changes will be applied to Renewal Versions that have been fully billed and paid in full.

Freeze Due Date On Pay Plan Change

Determines if the billing invoice due date will remain the same on a Pay Plan Change transaction.

False = Disable. The billing invoice due date will change accordingly on a Pay Plan Change transaction.
True = Enable. The billing invoice due date will remain the same on a Pay Plan Change transaction. It will be the same date that was calculated before the transaction occurred.

False = Disable. The billing invoice due date will change accordingly on a Pay Plan Change transaction.

No Service Charges On Pay Plan Change If Paid

When a Pay Plan Change occurs, this determines how Service Charges will be credited from the older pay plan and billed for the new pay plan on the Renewal Version.

False = When a Pay Plan Change occurs, Service Charges will be credited from the older pay plan and billed for the new pay plan regardless of the Renewal Version's balance.
True = When a Pay Plan Change occurs, if the particular Renewal Version that is being affected has been paid off and there are no future installments, then no Service Charges will be credited from the old pay plan and no Service Charges will be billed for the new pay plan.

False = When a Pay Plan Change occurs, Service Charges will be credited from the older pay plan and billed for the new pay plan regardless of the Renewal Version's balance.

Recharge Installments With EFT Pay Plan Change

Determines how installments are scheduled when changing from an Installment Bill Pay Plan to an EFT Pay Plan.

False = Disable. Any installments that have been billed under the prior Pay Plan will not be backed off and then re-billed according to the existing EFT Pay Plan settings. For example, the existing Pay Plan on a policy is being changed from a 6 Pay - Pay Plan to an EFT Pay Plan. Installments 1, 2 and 3 have already been processed on the 6 Pay - Pay Plan.. When the change is made to an EFT Pay Plan, the deduction day is changed to a day that is later than the effective day of the policy. Installment 3 on the change to EFT could possibly be billed in the future; however, Installment 3 was already billed under the old Pay Plan. The next installment to be billed would then be Installment 4 under the EFT Pay Plan.
True =  Enable. The system will schedule installments to roll per the EFT Pay Plan settings.

True =  Enable. The system will schedule installments to roll per the EFT Pay Plan settings.

Spread Only Billed Amount on Pay Plan Changes

Determines how installments are scheduled when changing from an Installment Bill Pay Plan to an EFT Pay Plan.

False = Any outstanding balance before the pay plan change will be included in the spread for the pay plan change.
True = Any outstanding balance on the policy before the pay plan change occurred will not spread; any premium generated by the pay plan change will spread.

Field

Value / Function

Options

Default

Agency Apply Payment URL

This determines the name of the external http URL for making payments on Agency Portals. When used, Diamond Web will redirect to this URL instead of displaying the Receipt Control. The system will append a Policy Number query string parameter to the URL.', 200.

Implementation Specific; user defined.

http://insuresoft.com

Agency EFT Payments - Use Primary Agency of Agent User Making Payments

This determines if the Agency EFT Payments use the agency assigned to the policy OR use the primary agency of the signed on agency user making the payments.

False = Agency EFT Payments use the agency assigned to the policy. True = Agency EFT Payments will use the primary agency of the signed on agency user making the payment.

False = Agency EFT Payments use the agency assigned to the policy.

Allow Agency Bill Receipts

Allows / disallows agency bill cash receipts when selecting the Receipt tab on the Statement Display screen.

False = Do not allow agency bill receipts. The system returns a validation: "The system does not allow cash receipts on agency billed policies.

True = Allow agency bill receipts. The system returns the Cash Receipt Entry screen for entry of a payment.

False = Do not allow agency bill receipts. The system returns a validation: "The system does not allow cash receipts on agency billed policies.

Allow Payments on Denied Policies

Determines if payments can or cannot be applied to denied policies.

False = Payments will not be accepted or applied on denied policies.
True = Payments are accepted and can be applied to denied policies.

True = Payments are accepted and can be applied to denied policies.

Canceled Policy Late Payment Reinstate Days

This setting is used for equity term policies. When a user enters a payment either through the Cash Receipts screen or through Batch Cash Entry, the system checks to see if the cash has been applied to a policy with a cancel renewal offer image. If the setting contains a numeric value greater than zero (0), for example "35," then the system rewrites the policy effective on the payment date and the term is adjusted according to the amount of money paid. If the payment is received after the 35 days, then a note is added to the policy indicating the system cannot automatically rewrite this policy. (For no equity term policies). If a policy is canceled for non pay and the system setting is set to something other than  the user defined value the system automatically does a reinstatement with a lapse and creates a pro rata policy that extends from the payment date to the end of the current term.

User defined. This numeric value represents the number of days.
(Note: A user must have the authority "Late Payment of Premium" in the Billing authorities as well.)

0 = Number of Days

Canceled Policy Late Payment Reinstate With Lapse

Determines if agency bill cash receipts are allowed or not when selecting the Receipt tab on the Statement Display screen.

False = Do not allow agency bill cash receipts when selecting the Receipt tab on the Statement Display screen.
True = Allow agency bill cash receipts when selecting the Receipt tab on the Statement Display screen.

False = Do not allow agency bill cash receipts when selecting the Receipt tab on the Statement Display screen.

Check Authority When Posting Manual Payments On Employee Policies

Determines whether or not the "Access Employee Policies" authority in the System group is checked when making a manual payment to an employee policy. 

False =  (Disable). The "Access Employee Policies" authority in the System group is not checked.
True = (Enable) When this is set to "True," and providing a user has the authority "Access Employee Policies," (System group) this allows customers to prevent manual payments from being made on employee policies without the authority.

True = (Enable) When this is set to "True," and providing a user has the authority "Access Employee Policies," (System group) this allows customers to prevent manual payments from being made on employee policies without the authority.

Default Cursor to Check Date
(Note: Windows UI only.)

Determines what field the cursor defaults to on the Cash Receipts Control.

False = Default cursor to Amount field.
True = Default cursor to Check Date field.

False = Default cursor to Amount field.

Default Payments To Account Level

(Note: For the Account Bill option.) If a policy is in a billing account, this determines if "Account Payment" check box is automatically checked on the Cash Receipt Entry (Single Entry) and Cash Entry Detail-Policy (Batch Cash Posting) screens.

False = Disable.
True = Enable.

0 = False.

Number of Days Ahead to Sweep for CC Renewal Offers

Used to set up the number of days that a Credit Card will sweep Renewal Offers.

Implementation Specific; user defined.

1

Number of Days Ahead to Sweep for EFT Renewal Offers (Note: Formerly called - "Number of Days Ahead to Sweep for Automated Renewal Offers.")

Used to set up the number of days that an EFT will sweep Renewal Offers.

Implementation Specific; user defined.

1

Process Automated Agency Bill Payments

Used to determine if Agency Billed policies are automatically paid off or not.

False = Disable. Agency Bill policies are not automatically paid off.
True = Enable. Agency Bill policies are automatically paid off.  

True = Enable. Agency Bill policies are automatically paid off.

Process Automated Payment When Below Minimum Amount

Used to determine if Diamond processes an EFT / Credit Card / Payroll payment through End of Day Processing when the outstanding amount is less than the minimum invoice amount.

False = Disable.
True = Enable.

1 = True.

Process Automated Payroll Deduction Payments

This determines if payroll deductions will be automatically paid off as installments roll during End of Day.

False = Payroll deduction policies will not be paid off.
True = Payroll deduction policies will be paid off automatically as installments roll at End of Day.

False = Payroll deduction policies will not be paid off.

Set Lapse Date to Payment Date +1

This is used to set a lapse date for Renewals or Reinstatements to payment date + 1.

False = The reinstate with a lapse date is payment date (not payment date + 1).

True = The reinstate lapse date for Renewals and Reinstatements is set to payment date + 1.

True = The reinstate lapse date for Renewals and Reinstatements is set to payment date + 1.

Stop Payments When Policy Is Do Not Reinstate

This is used with the Billing Transaction, "Change Do Not Reinstate." It determines if payments made on or after the non-payment cancellation date or policy expiration date are accepted or not.

False = Payments made on or after the non-payment cancellation date or policy expiration date will be accepted on a "Change Do Not Reinstate" Billing Transaction.

True = Payments made on or after the non-payment cancellation date or policy expiration date will not be accepted on a "Change Do Not Reinstate" Billing Transaction

False = Payments made on or after the non-payment cancellation date or policy expiration date will be accepted on a "Change Do Not Reinstate" Billing transaction.

Validate Back Days For Duplicate Payments

This determines the number of days prior to the system date to validate against duplicate payments. (i.e., the range is (System Date - Back Days) to (System Date).

Implementation Specific; user defined.

0 = Number of days.

Validate Payment Source On NSF

This is used to determine if the payment source is validated when an NSF is done.

False = The payment source is not validated when an NSF is done.
True = The payment source is validated on an NSF.

False = The payment source is not validated when an NSF is done.

Workflow Queue for Payments that do not meet Automatic Reinstate Requirements

Holds the name of the Workflow Queue where payments that are made on cancelled policies that do not meet the Reinstatement criteria are held.

Implementation Specific; user defined.

Automatic Reinstatement Payment Exceptions

Workflow Queue to Review For Payments After Collections Referral

This is the name of the queue that policies having payments applied to AFTER they have been referred to collection are sent to.

Implementation Specific; user defined.

Collections Payment Review

Field

Value / Function

Options

Default

Generate Print Event for Edit EFT Info on Any Change

Determines if a print event is generated for the Edit EFT Info transaction when any change is made.

False =Do not generate a print event.

True =Generate a print event.

False = Do not generate a print event.  

Print Notices Before Billing Save

This determines if printing is done first when rolling legal notices. (Note: If your company is using the Base Print Solution, this should be set to "0.")

Implementation Specific.
False = Disable.
True = Enable.

False = Disable.

Suppress Invoice Printing on EFT New Bus and Renewal

Used to determine if an invoice is triggered when there is an amount outstanding on the issuance of an EFT New Business or Renewal policy. (Note: This setting is only considered if the "Spread at Inception" system setting in the Billing folder is set to "False."

False = A New Business or Renewal issuance Invoice Print Event is created.
True = A New Business or Renewal issuance will not create an Invoice Print Event even if there is a balance on the policy. It does create the EFT Setup Form.

False = A New Business or Renewal issuance Invoice Print Event is created.

Suppress Invoice / Statement on RP (Return Premium) Endorsement with No Futures

This is used to determine if EFT / Credit Card statements are suppressed when there are no future installments and a Return Premium Endorsement is done.

False = EFT / Credit Card statements are not suppressed when there are no future installments and a Return Premium Endorsement is done.
True = EFT / Credit Card statements are suppressed when there are no future installments and a Return Premium Endorsement is done.

True = EFT / Credit Card statements are suppressed when there are no future installments and a Return Premium Endorsement is done.

Suppress Invoice / Statement Printing after NSF Adjustment

Determines if Invoices and EFT Statements are suppressed after processing an NSF Adjustment.

False = Invoices and EFT Statements are not suppressed after processing an NSF Adjustment.
True = Invoices and EFT Statements are suppressed after processing an NSF Adjustment.

False = Invoices and EFT Statements are not suppressed after processing an NSF Adjustment.

Suppress Printing On Future Renewals With Balance

Used to determine if billing sends the invoice print event to the implementation print code when nothing is billed on a future renewal but there is a current outstanding balance. When a renewal is issued, and the renewal installment is still in the future, the outstanding balance would trigger the invoice. (This prevents that from happening.)

False = Send the invoice print event.
True = Do not send  the invoice print event.

False = Send the invoice print event.

Suppress Printing On No Bill Endorsement
(Note: Used with Endorsement Option 2 Pay Plans Only!)

Used to determine when an invoice  is triggered when there is an amount outstanding prior to an endorsement.

False = Disable. If an amount is outstanding prior to an endorsement, then an invoice is printed.
True = Enable. Suppress printing.

False = Disable. If an amount is outstanding prior to an endorsement, then an invoice is printed.

Suppress Printing When Invoice Amount Less Than Minimum

Determines if invoices will only print when the current outstanding amount is greater than or equal to the pay plan's minimum invoice amount. For example, if the minimum invoice amount is set to zero (0) in Pay Plan Set Up, then invoices will generate whenever the current outstanding amount is greater than zero (0).

False = Do not print
True = Print the invoices

True = Print the invoices

Suppress Statement with no Future Installments

Used to determine if statements should be suppressed when there are no future installments.

False = Statements will not be suppressed when no future installments exist.
True = Statements will be suppressed when no future installments exist.

False = Statements will not be suppressed when no future installments exist.

Field

Value / Function

Options

Default

Allow Refund With Credit Balance

Specific to the Refund Billing transaction. This setting determines if a company wants to allow refunds to be done on policies that do not have a credit balance.

False = Disable.
True = Enable; allows refunds to be processed on a policy up to the amount of cash that has been applied even if the policy currently does not have a credit balance.

False = Disable.

Disable Refund Check Number

"Hides" the check number field and text box on the Refund screen when performing the Refund Cash Adjustment.

False = Enable; allow users to view / enter the refund check number.
True = Disable; prevent users from viewing / entering refund check numbers.

False = Allow users to view / enter the refund check number.

Disable Refund Transaction Mail To

Determines if the Mail To combo box on the Refund Billing Transaction screen is protected.

False = Disable; the Mail To combo box is accessible.

True = Enable; the Mail To combo box is protected.

False = Disable; the Mail To combo box is accessible.

Load Mortgagees Only As Check Payees

Determines if only mortgagees are available for selection when using the Submit Refund to Check Processing billing transaction.

False = Disable.
True = Enable.

False = Disable.

Send Refund To People Soft As EFT

Determines whether or not to display the "Send as EFT Refund" check box on the Adjustment and Billing Transaction Refund forms. When the check box is enabled and selected, the refund is returned via EFT in the People Soft file.

False = Disable; do not display the "Send as EFT Refund" check box on the Adjustment and Billing Transaction Refund forms.
True = Enable; display the "Send as EFT Refund" check box on the Adjustment and Billing Transaction Refund forms.

False = Disable.

Use People Soft With Refunds

For implementations using the 3rd party accounting system PeopleSoft ®. This setting enables / disables the setting of statuses for cash items in billing. PeopleSoft uses these statuses to track refund checks.

True = Enable.
False = Disable.

False = Disable.

Field

Value / Function

Options

Default

Accept Renewal Offer - Default accept date for agency (For Agency Web Only!)

This setting allows for an alternate date in the Effective Date field to be shown in the Agency Screen Accept Renewal Offer. It also protects the fields (date field and calendar control) from entry.

False = Retains the current functionality.

True = When set to "True," the new Effective Date will default as:
1. The Expiration Date if the system date < the Expiration Date.
2. System Date + 1 if the system date > = Expiration Date.

Here's an example:

Renewal Eff. Date = 03/10/2016. System / Current Date is 03/09/2016 The default date when accepting the Renewal would be 03/10/2016.
Renewal Eff. Date = 03/10/2013/ System / current date = 03/11/2013. The default date when accepting the Renewal would be 03/12/2016.

False =

Field

Value / Function

Options

Default

Field

Value / Function

Options

Default

Add System Date Time to Export File Name

Determines if the system date / time is added to the check export file name to prevent previous check exports from being overwritten.

False = The system date / time is not added to the check export file name.
True = Always add the system date / time to the check export file name to prevent previous check exports from being overwritten.

True = Always add the system date / time to the check export file name to prevent previous check exports from being overwritten.

Allow Printed Exported Imported Check Deletion

Determines if any printed, exported or imported Return Premium, Claims, Commission and Suspense Account check can be deleted in Check Processing. 

False = Any printed, exported or imported Return Premium, Claims, Commission and Suspense Account check cannot be deleted in Check Processing.

True = Enable. Any printed, exported or imported Return Premium, Claims, Commission and Suspense Account check can be deleted in Check Processing.

False = Disable.

Allow Renumber After Export

This determines if checks can be renumbered after they have been exported for printing.

False = Disable. The system does not allow a user to renumber any of the check types after they have been exported for printing.
True = Enable. this allows any of the check types (i.e., Return Premium, Agency Commission or Claims) to be renumbered after they have been exported to printing but not posted (updated). The system does not present the hard error that prevents a user from renumbering the checks.

False = Disable.

CSV Export Directory

Determines the name of the CVS Export directory.

Implementation Specific; user defined.

Blank

Custom Cleared Check Import

This determines if implementations can create their own custom cleared check import to clear checks or use the Base System Cleared Check function.

False = Disable. When the Cleared Check Import is used, the import will use the Base code that processes the XML file.
True = Enable. When the Cleared Check Import is used, the import will make a call to DiamBusBillingXX.dll to the interface IRoCheckProcess_ Get And Process Positive Pay Import Data. This allows the custom cleared import.

False = Disable.

Export Positive Pay File After Post

Determines when a Positive Pay file is created: At the time the checks are posted or when they are exported.

False = Disable; creation of the Positive pay file occurs at the time the checks are exported.

True = Enable; creation of the Positive Pay file occurs at the time the checks are posted.

False = Disable.

Positive Pay Directory

Used for the Positive Pay Export functionality. This is the destination folder where all positive pay files are placed. All positive pay export and positive pay exception files are generated and placed in this folder.

Implementation Specific.

Blank

Send Automatic Refunds To Premium Finance Company

This is used to determine whether or not automatic return premium checks are sent to the premium finance company listed on the policy.

False0 = Disable. Do not send automatic return premium checks to the premium finance company listed on the policy.
True = Enable. Send automatic return premium checks to the premium finance company listed on the policy.

False = Disable. Do not send automatic return premium checks to the premium finance company listed on the policy.

Use Agency Group Address For Commissions

For agencies that are set up under an agency group, any commission checks can now be mailed to the agency group address. Determines if the commission checks are sent to the agency's group address or the agency itself.

False = Disable; checks will be sent to the agency's address not an agency group address.
True = Enable; an agency is in an agency group. Send any agency commission checks processed for that agency to the agency group address.

False = Disable.

Use And Instead Of And / Or

Determines the wording between two (2) Pay To's on a Return Premium Check.

False = When this is set to "0," and a user processes a Submit Refund to Check Processing transaction to submit a check having two (2) policyholder names, the Pay To for the check will have "and / or" between the names.
True = When this is set to "1," and a user processes a Submit Refund to Check Processing transaction to submit a check having two (2) policyholder names, the Pay To for the check will have only the word "and" between the names.

False = Use "and / or."

Use Company Void Check Export

Used to determine if Diamond will export Void Checks to a company specific format in addition to the Base XML format.

False = Diamond will export Void Checks to a company specific format in addition to the Base XML format.

True = Diamond will export Void Checks to a company specific format in addition to the Base XML format.  

False = Diamond will export Void Checks to a company specific format in addition to the Base XML format.

Use DBA Name for Commissions

Used to determine if printed Commission checks will have the Pay To set to the DBA name of the agent.

False = Do not use the “Doing Business As” name in Agency Setup as the Pay To for Commission Checks.

True = Use the “Doing Business As” name in Agency Setup as the Pay To for Commission Checks.

False = Do not use the “Doing Business As” name in Agency Setup as the Pay To for Commission Checks.

Validate Check Number on Manual Refunds

This is used to determine if the  check number entered on a manual billing adjustment refund will be validated to make sure that it has not already been used. If the check number has previously been used, then an error will be returned and the refund will not be allowed to go through.

Implementation Specific.

False = Disable.
True = Enable.

False = Disable.

Void Check Export Directory

Name of the path that holds file for checks that are voided for the GL Interface.

Implementation Specific; user defined.

C:\DiamondPaths\Checks

Write Company Export XML File

Determines if your company is using the Base System Check Export or your implementation's Check Export.

False = Use Base System Check Export.
True = Use Implementation (Custom) Check Export.

False = Use Base System Check Export.

Field

Value / Function

Options

Default

Allow Update on In Force Image

If there is an existing violation / loss record and any updates have occurred since the last Credit, CLUE Auto, Property or MVR was ordered, this determines if records will be updated with the new information.

False = Disable. Credit, CLUE and MVR information will not be updated on "Active" and "Future" images. If the loss / violation has been deleted, it will remain deleted.
True = Enable. If there is an existing violation / loss record and any updates have occurred since the last Credit, CLUE Auto, Property or MVR was ordered, those records will be updated with the new information. Additionally, if an amount has changed on a violation, it will be updated to reflect the new amount. When an accident / loss has been deleted and the report is re-run, this will re-add the deleted accident  / loss to the report. For Credit Reports, the score and description are updated. (Note: Any "manually" overridden values within an accident / loss will not be updated.)

True = Enable.

Always Mask Report Fields

Determines if the system will always mask the SSN, DLN and DOB fields when viewing any Choice Point report regardless of the authorities.

False = Disable. The system will not mask the SSN, DLN and DOB fields when viewing any Choice Point report regardless of the authorities.
True = Enable. The system will always mask the SSN, DLN and DOB fields when viewing any Choice Point report regardless of the authorities.

False = Disable. The system will not mask the SSN, DLN and DOB fields when viewing any Choice Point report regardless of the authorities.

Batch Record Count

Used to determine when a batch process will be sent to Choice Point.

User defined.

10 = After the 10th submission, send the batch to Choice Point for processing. (Note: If there are any submissions left over at the end of the day, there are processes in the End of Day Program that can be executed to send the remaining submissions.)

Choice Point Data Fill

Determines if Choice Point Data Fill is activated by clicking the existing Data Fill button at the top of the Policy Control screen. Users may then select the type of test data they wish (e.g., MVR, NCF, Clue Auto and Clue Property) from the options presented on the screen. If users have already pre-filled the Policy Control and Policy Detail screens with test information using the Data Fill button, the test information pre-filled for Choice Point will be different, because this information is provided by Choice Point and is held in a separate database within Diamond.

False = Disable.
True = Enable.

False = Disable.

Choice Point Loss Summary

Determines the way to categorize the importing of losses by the claim they appear on not by the type of loss.

False = Disable.
True = Enable. This allows users to categorize the importing of losses by the claim they appear on not by the type of loss. For example, there is a CLUE report that has three (3) claims, each with three (3) different types of losses on them. The system then creates nine (9) new loss history records, one (1) for each type of loss. If the "Choice Point Loss Summary" setting is turned on (Enabled), instead of nine (9) different records being created, only three (3) are created. Their descriptions are concatenated, and their amounts are summed.

False = Disable.

CLUE Product Display

Determines if CLUE is available for ordering and is shown on the Third Party Reports screen.

False = Disable; not available to order. Do not display on the Order Third Party Reports screen.
True = Enable; available to order. Display on the Third Party Reports screen.

True = Enable.

CLUE Report File Path

Determines the location of where the generated CLUE file in (Diamond Processes) Create CLUE Report will be saved.

Implementation Specific; user defined.

C:\ClueReport

Commercial Auto Prefill Require Remarks

Used to determine if remarks are required for all un-imported vehicles from the Commercial Auto Data Prefill screen.

False = Remarks are not required
True = Remarks are required.

False = Remarks are not required.

Copy Imported Data to Additional Images for Batch Clue Auto

Determines if imported data for Batch Clue Ordering for Batch Clue Auto is copied to additional images such as Pending, Renewal Underwriting, Future and / or Quotes.

True = Imported data from Batch Order is copied for Batch Clue Auto to additional images for each report type.
False = Imported data is not copied.

False = Imported data is not copied.

Copy Imported Data to Additional Images for Batch Clue Property

Determines if imported data for Batch Clue Ordering for Batch Clue Property is copied to additional images such as Pending, Renewal Underwriting, Future and / or Quotes.

True = Imported data from Batch Order is copied for Batch Clue Property to additional images for each report type.
False = Imported data is not copied.

False = Imported data is not copied.

Copy Imported Data to Additional Images for Batch MVR

Determines if imported data for Batch Clue Ordering for Batch Clue MVR is copied to additional images such as Pending, Renewal Underwriting, Future and / or Quotes.

True = Imported data from Batch Order is copied for Batch Clue MVR to additional images for each report type.
False = Imported data is not copied.

False = Imported data is not copied.

Copy Imported Data to Additional Images for Batch NCF

Determines if imported data for Batch Clue Ordering for Batch NCF is copied to additional images such as Pending, Renewal Underwriting, Future and / or Quotes.

True = Imported data from Batch Order is copied for Batch NCF to additional images for each report type.
False = Imported data is not copied.

False = Imported data is not copied.

Credit Report Product Display

Determines if Credit Report is available for ordering and is shown on the Third Party Reports screen.

False = Disable; not available to order. Do not display on the Order Third Party Reports screen.
True = Enable; available to order. Display on the Third Party Reports screen.

True = Enable.

Credit Score Rules

Determines if a company has Credit Score Rules set up with Choice Point.

False = Disable.
True = Enable.

False = Disable.

Default License Date Auto Data Prefill

Used to determine if the license date should be defaulted if not returned from Auto Data Prefill.

False = If a driver's license date is not returned, the user must manually enter the driver's license date for each of the imported drivers.

True = If the driver's license date is not returned with the Auto Data Prefill, the date is calculated based on the state's license age and the driver's date of birth.

False =  False = If a driver's license date is not returned, the user must manually enter the driver's license date for each of the imported drivers.

Display Auto Data Pre-Fill

Determines whether SAQ (Solutions at Quote) or Auto Data Pre-fill is available in the Diamond System (Policy Detail Screen-Personal Auto).

False = The option for using Solutions at Quote is displayed on the Policy Detail screen - Personal Auto.
True = The option for using Auto Data Pre-fill is displayed on the Policy Detail Screen - Personal Auto.  

False = The option for using Solutions at Quote is displayed on the Policy Detail screen - Personal Auto.

Display Credit Score on 3rd Party Screen

Determines if a Credit Score is displayed on the Choice Point Results screen.

False  = Disable. Do not show the Credit Score on the Choice Point Results screen.

True =Enable. Show the Credit Score on the Choice Point Results screen.

False  = Disable. Do not show the Credit Score on the Choice Point Results screen.

Do Not Update Loss History Driver Assignment with CLUE Auto

When importing Loss History from CLUE, the system will look at this setting to determine if the driver assignment should be updated.

False = The driver assignment on the loss will be updated regardless if it has been assigned to a driver previously.

True = When a driver has already been assigned to the loss, then the system will not update the driver on the loss. This will prevent the driver assignment from changing on an existing loss on subsequent orders if a driver has already been assigned.

False = The driver assignment on the loss will be updated regardless if it has been assigned to a driver previously.

Email Notification

This is used to determine if an email is sent when the Choice Point NCF information is sent when processing of the file starts and completes using the End of Day / Email Notification / SMTP.

False = Disable; do not send an email.   
True = Use the email information set in End Of Day /  Email Notification / SMTP to send emails when the Choice Point NCF information is sent and when processing of the file has started and completed.

False = Disable; do not send an email.  

Enable Port Access

Enables a user to connect to Choice Point through VPN or Frame Relay.

False = Disable; do not connect to Choice Point through VPN or Frame Relay
True = Enable; connect to Choice Point through VPN or Frame Relay.

True = Enable; connect to Choice Point through VPN or Frame Relay (Base System Only).

Environment

Environment in which Choice Point runs.

Test

Filter Imported Type of Losses for CLUE Auto

Determines if only the loss records from the CLUE Auto report that match records in the Choice Point Claim Type Codes table will be imported.

False = Disable. The current functionality is used.
True = Enable. this will cause only the loss records from the CLUE Auto report that match records in the Choice Point Claim Type Codes table to be imported. Be aware that if there are no records in that table and the setting is enabled, then NO loss records from CLUE Auto will be imported into the policy. Matches are made based using the Code field.

False = Disable.

Filter Imported Type of Losses for Clue Property

Determines if only the loss records from the CLUE Property report that match records in the Choice Point Claim Type Codes table will be imported.

False = Disable. The current functionality is used.
True = Enable. this will cause only the loss records from the CLUE Property report that match records in the Choice Point Claim Type Codes table to be imported. Be aware that if there are no records in that table and the setting is enabled, then NO loss records from CLUE Property will be imported into the policy. Matches are made based using the Code field.

False = Disable. The current functionality is used

Fix Loss History Link Records During Save

Determines if additional logic should be done to prevent potential duplication of link records during the Loss History "Save."

False = No additional logic is used.

True = Additional logic is done to prevent potential duplication of link records during the Loss History "Save."

False = No additional logic is used.

Import Possible Related Claims with CLUE Auto

Allows or disallows the importing of PRCs (Possible Related Claims) on Clue Auto reports.

False = PRCs are not imported.
True = PRCs (Possible Related Claims) are imported with CLUE Auto Reports.

False = PRCs are not imported.

Limit CLUE Auto Report By Driver

This determines how the CLUE Auto Report is ordered for drivers.

False = Order the report for all drivers.
True = Only order the report for the drivers selected on the UI.

False = Order the report for all drivers.

Max Drivers for Interactive CLUE Auto

Determines if the system will order in batch if the number of drivers is over the maximum number of drivers.

0 = The system will not check the number of drivers.
1 = The system will order in batch if the number of drivers is over the maximum number of drivers. 

0 = The system will not check the number of drivers.

Max Subjects for Batch CLUE Auto

Used to define the maximum number of combined drivers and vehicles that are allowed for a single Batch Clue Auto order.

Implementation Specific; user defined.

50

Max Vehicles for Interactive CLUE Auto

Determines if the system will order in batch if the number of vehicles is over the maximum number of vehicles.

0 = The system will not check the number of vehicles.
1 = The system will order in batch if the number of vehicles is over the maximum number of vehicles.

0 = The system will not check the number of vehicles.

Min Days Since MVR to Allow Reorder at Renewal

This determines the number of days prior to the Policy Term Expiration Date. If an MVR was ordered for a driver during that period, a new one will NOT be ordered for the driver at Renewal.

False = Disable.
True = Enable.

False = Disable.

MVR Product Display

Determines if MVR is available for ordering and is shown on the Third Party Reports screen.

False = Disable; not available to order. Do not display on the Order Third Party Reports screen.
True = Enable; available to order. Display on the Third Party Reports screen.

True = Enable.

MVR Use PH for Applicant

When ordering an MVR on an Umbrella policy, this determines if Policyholder information is used instead of Applicant information when Applicant information is missing.

False = Disable. The system will return a validation that the Applicant information needs to be entered.
True = Enable. Use the Policyholder information for ordering an MVR if the Applicant information is missing on an Umbrella policy.

False = Disable. The system will return a validation that the Applicant information needs to be entered.

NCFInteractive Only

Not currently functional

Do not use.

 0 = Do not use.

Only Match Losses to Vehicle Operator

For CLUE Auto, only match losses to drivers using the vehicle operator name identified by Choice Point in the loss.

False = The system will not use the vehicle operator included in the Lexis Nexis loss when matching to a driver during the loss import into Diamond.

True =  The system will always use the vehicle operator included in the Lexis Nexis loss when matching to a driver during the loss import into Diamond.

False = The system will not use the vehicle operator included in the Lexis Nexis loss when matching to a driver during the loss import into Diamond.

Process Batch Immediately

Determines if users can access the Process Received Batch screen in Diamond Processes.

False = Disable; do not allow access to the Process Received Batch.
True = Enable; allow access to the Process Received Batch screen in Diamond Processes.

True = Enable; allow access to the Process Received Batch screen in Diamond Processes.

Reorder CLUE Auto in Batch

Used with the functionality to reorder automatically when Clue Auto errors with certain errors during "Interactive" processing. Determines if the system will reorder Clue Auto if specified error in interactive. 

False = The system will not reorder Clue Auto in interactive.
True = The system will reorder Clue Auto if specified error in interactive.

False =  = The system will not reorder Clue Auto in interactive.

Reorder CLUE Property in Batch

Used with the functionality to reorder automatically when Clue Property errors with certain errors during "Interactive" processing. Determines if the system will reorder Clue Property if specified error in interactive. 

False = The system will not reorder Clue Property in interactive.
True = The system will reorder Clue Property if specified error in interactive.

False = The system will not reorder Clue Property in interactive.

Reorder MVR in Batch

Used with the functionality to reorder automatically when MVR errors with certain errors during "Interactive" processing. Determines if the system will reorder MVR if specified error in interactive.  

False = The system will not reorder MVR in interactive.
True = The system will reorder MVR if specified error in interactive.

False = The system will not reorder MVR in interactive.

Report File Path

Name of the path where the Report file resides

Implementation Specific; user defined.

C:\

Reverse Batch Processing

Allows users to view and access the Process Batch Received screen. Also, displays the Reverse Processing button on the screen for use.

False = Disable; do not display the Reverse Batch Processing button on the Process Batch Received screen.
True = Enable; display the Reverse Batch Processing button on the Process Batch Received screen.

False = Disable; do not display the Reverse Batch Processing button on the Process Batch Received screen.

Show Full NCF Report

Determines if a Credit Report with all additional financial data returned from Choice Point will be shown in Diamond.

False = Disable; only display the original report.
True = Enable.

False = Disable.

Split Order for Batch CLUE Auto

If the maximum combined drivers or vehicles are reached, this is used to determine if the Clue Auto Batch Request is split into smaller orders or not.

False = Interactive Order is used regardless if the maximum number of drivers or vehicles are reached.
True = If the maximum drivers or vehicles are reached, then the Clue Auto Batch Request is split into smaller orders.

False = Interactive Order is used regardless if the maximum number of drivers or vehicles are reached.

Split Order for Interactive CLUE Auto

Determines if the Clue Auto Batch Request is split into smaller orders if the maximum combined drivers or vehicles are reached.

False = The Clue Auto Batch Request is not split into smaller orders when the maximum combined drivers or vehicles are reached. (Special Note: If this is set to "False," the "Submit Batch CLUE Auto Order for Excess Subjects should be set to "True."
True = If the maximum combined drivers or vehicles are reached, then the Clue Auto Batch Request is split into smaller orders.

False = The Clue Auto Batch Request is not split into smaller orders when the maximum combined drivers or vehicles are reached.  

Submit Batch CLUE Auto Order for Excess Subjects

Determines when the order is done in batch instead of interactive if the maximum drivers or vehicles is reached.

False = Interactive Order is used regardless if the maximum number of drivers or vehicles are reached.
True = If the maximum drivers or vehicles are reached, Batch Order is used instead of Interactive.

False = Interactive Order is used regardless if the maximum number of drivers or vehicles are reached.

Unmask Credit Score

Determines how credit scores are stored in the Diamond database CreditScore table. (Note: In order to run reports against the raw credit score, the score will either need to be unmasked OR the report will need the ability to decode the score.)

False = Store the credit score in the Diamond database (CreditScore table) in its masked or encoded format.

True = Store the credit score in its raw or unmasked format.

False = Store the credit score in the Diamond database (CreditScore table) in its masked or encoded format.

Use Agency Account Info

This is used to determine how MVR and CLUE Auto report information is passed from the agency to Choice Point: By   Agency Account Number and Suffix or by the Choice Point Account first and then the system settings.

False = The system pulls the information from the Choice Point Account first and then the system settings.
True = MVR and CLUE ordering will pass the Agency Number and Suffix information from Agency Setup to Choice Point.

False = The system pulls the information from the Choice Point Account first and then the system settings.

Use Conviction Date If Exists For Acc Viol

Implementation Specific. Determines if the system uses the conviction date instead of the violation date when returning information for rating purposes.

Implementation Specific.
False.
True

False = Disable; do not use conviction date instead of violation date.

Use Multiple MVR Ports

Allows your company to order MVR Requests with a different port other than the 3rd Party Requests.

False = Disable.
True = Enable. Special Note! If this setting is enabled, your company must be authorized to use multiple ports from Choice Point!

False = Disable.

Use Policy Holder Address for Credit

This controls the address the system looks at when ordering a Credit Score.

False = The system looks at the garage address.
True = The System looks at the policy holder address first. If the policy holder's address is a PO Box, the system then uses the garage address.

False = The system looks at the garage address.

Use Policy Holder Address for Property Credit

This controls what address the system looks at for ordering property credit score.

False = The system uses the location address (if there is one). If a location does not exist, the system uses the watercraft address. If the watercraft address does not exist, the system will then use the policyholder address.
True = Use the policyholder address for all orders.

False = The system uses the location address (if there is one). If a location does not exist, the system uses the watercraft address. If the watercraft address does not exist, the system will then use the policyholder address.

View Reports for Client

Determines if the Choice Point Reports tab is displayed on the Client Information screen; can be used for testing the transmission of reports from Choice Point at the Client level.

False = Disable. Do not display the Choice Point Reports tab on the Client Information screen.
True = Enable. This displays the "Choice Point Reports" tab, which is used for testing reports transmitted from Choice Point at the Client level.

False = Disable.

Field

Function / Value

Options

Default

IP Address

IP address used for transmissions for batch ordering.

Implementation Specific; user defined.

66.241.41.236

Field

Function / Value

Options

Default

Credit Score

Used to store the identifier signifying the start of the Credit Score in the NR52 record of the Credit Report. Defaults blank.

Implementation Specific. Set only if the "Credit Score Rules" is set to "1" (Enable) in the Choice Point folder.

Defaults blank.

Credit Score Dscr

Used to store the identifier signifying the start of the Credit Score description in the NR52 record of the Credit Report.

Implementation Specific. Set only if the "Credit Score Rules" is set to "1" (Enable) in the Choice Point folder.

Defaults blank.

Credit Score Reason

Used to store the identifier signifying the start of the Credit Score reasons in the NR52 record of the Credit Report.

Implementation Specific. Set only if the "Credit Score Rules" is set to "1" (Enable) in the Choice Point folder.

Defaults blank.

Field

Function / Value

Options

Default

Poll Interval

The length of time it should wait between calls to the Diamond code that checks the number of batch orders.

Implementation Specific; user defined.

300000 (All Companies)

Production Port

Name of port used for "live" transmissions.

Implementation Specific; user defined.

10220

Test Port

Name of port used for test transmissions.

Implementation Specific; user defined.

10222

Field

Function / Value

Options

Default

Amplified MVR Bit

7 Year - 1
3 Year - 0

Implementation Specific.
0 = 3 Year.
1 = 7 Year.

0 = 3 Year

Forced DMV Bit

This determines whether the request should override standard procedure and force the request to go to the State DMV.

Implementation Specific.
0 = False. Do not force DMV Request.
1 = True. Force DMV Request.

0 = False (All Companies).

Soundexing Bit

Using the information your company provides, Choice Point will attempt to generate a valid driver’s license number for the states of Illinois, Maryland, Michigan and Florida using the rules for the state.

Implementation Specific.
0 = False.
1 = True.

0 = False (All Companies).

Field

Function / Value

Options

Default

California

***

Implementation Specific.
0 = False.
1 = True.

0 = False (All Companies).

South Carolina

***

Implementation Specific.
0 = False.
1 = True.

0 = False (All Companies).

Field

Function / Value

Options

Default

AZ
(Arizona)

5 Years - 0
39 Months - 1

Implementation Specific.
0 = Disable.
1 = Enable.

0 = Disable.

AR
(Arkansas)

Regular MVR - 2
Commercial MVR - 3

Implementation Specific.
0 = Disable.
1 = Enable.

1 = Enable.

GA
(Georgia)

Employment - 4
Insurance - 5

Implementation Specific.
0 = Disable.
1 = Enable.

0 = Disable.

OR
(Oregon)

Court - 6
Driver - 7

Employment - 8

Implementation Specific.
0 = Disable.
1 = Enable.

0 = Disable.

PA
(Pennsylvania)

Employment - 9
Regular - 10

Implementation Specific.
0 = Disable.
1 = Enable.

0 = Disable.

VA
(Virginia)

Insurance - 11

Employment - 12

Implementation Specific.
0 = Disable.
1 = Enable.

1 = Enable.

WA
(Washington)

Non-Commercial - 13
Employment - 14
Commercial - 15

Implementation Specific.
0 = Disable.
1 = Enable.

0 = Disable.

Field

Function / Value

Options

Default

Display Interval

Determines the display interval process.

Implementation specific; user defined.

0

Max Auto Records For Request

Determines the maximum size of the batch request. (Auto)

Implementation specific; user defined. Note: A setting of "0" will set all newly inserted transmission records to a "Pending" status so that the Choice Point service will process them.

0

Max Auto Records To Process

Determines number of Auto records to process from the Choice Point NCF Batch table.

Implementation specific; user defined. Note: If this is set to "0," then all records in the Choice Point NCF Batch table will be processed.

1000

Max Home Records For Request

Determines the maximum size of the batch request. (Home)

Implementation specific; user defined. Note: A setting of "0" will set all newly inserted transmission records to a "Pending" status so that the Choice Point service will process them.

0

Max Home Records To Process

Determines number of Homeowner's records to process from the Choice Point NCF Batch table.

Implementation specific; user defined. Note: If this is set to "0," then all records in the Choice Point NCF Batch table will be processed.

10000

Min Records For Request

Determines the minimum size of the batch request.

Implementation specific; user defined. Note: A setting of "0" will set all newly inserted transmission records to a "Pending" status so that the Choice Point service will process them.

7000

Number Of Threads

Determines the number of threads to be used.

Implementation specific; user defined.

1

Pre Process Stored Procedure Name

The name of the company specific stored procedure used to populate the Choice Point NCF Batch table.

Implementation specific; user defined.

Blank

Field

Function / Value

Options

Default

IP Address

This is the IP address used for transmissions for on line ordering.

Implementation Specific; user defined.

66.241.236

Field

Function / Value

Options

Default

Clue Auto ADD

This requests the Clue Property and Real Property Report.

Implementation Specific.

3 (Base System Only)

Clue Auto - Non ADD

This requests the Real Property Only Report.

Implementation Specific.

0

Clue Property

This requests the Current Carrier Clue Property Only Report.

Implementation Specific.

0

Credit

This requests the Individual Credit Report.

Implementation Specific.

0

SAQ

Used with MVR ordering. This determines how the Choice Point SAQ (Solutions-at-Quote) functionality orders information: With or Without Current Carrier. 

0 = Order Solutions at Quote without Current Carrier
1 = Order Solutions at Quote with Current Carrier (Note: This option is not currently supported.)

0

Field

Function / Value

Options

Default

Clue Auto

Determines how the report will be used.

Implementation Specific.

0 (Personal Auto Underwriting)

Clue Property

Determines how the report will be used.

Implementation Specific.

0 (Home Underwriting)

Credit - Auto

Determines how the report will be used.

Implementation Specific.

0 (Personal Auto Underwriting)

Credit - Home

Determines how the report will be used.

Implementation Specific.

2 (Underwriting)

Field

Function / Value

Options

Default

Match Policyholder Marital Status

This determines if the Marital Status of the policyholder should match or not when it is sent and returned from Choice Point.

False = The Marital Status returned from Choice Point is the one on record (e.g., not necessarily the same as the one passed in.)
True = The Marital status returned will be the same as the one that was transmitted.

False = The Marital Status returned from Choice Point is the one on record (e.g., not necessarily the same as the one passed in.)

Field

Function / Value

Options

Default

Add Representative New Add and View

This allows the Check box to the Claimant Screen and New Representative Box to appear and be utilized.

False =  The check box to the Claimant Screen and New Representative Box are not displayed.
True = The Check box to the Claimant Screen and New Representative Box to appear and can be utilized.

True = The Check box to the Claimant Screen and New Representative Box to appear and can be utilized.

Allow Claim Detail on Agency Web

Determines if Claim Detail is enabled on the Agency Web.

False = Claim Detail is not enabled on the Agency Web.

True = Claim Detail is enabled on the Agency Web

False = Claim Detail is not enabled on the Agency Web.

Allow External Policies

Allow External Policies; to be used for internal testing of "de-coupling" claims by Insuresoft personnel.

False = Disable; Claims De-Coupling not in use.
True = Enable; turn Claims de-coupling on. When "Allow External Policies" AND "Data Fill" are both set to "1," a check box, Use Policy XML for Test, is displayed on the New Claim Occurrence screen. When this is selected, an XML is automatically generated for the policy used for a claim.

False = Disable.

Allow Only One Tracking Type

When used with the existing system setting, “Automatically Assign Claims” (Claims / Automatic Assignment folder), this determines if only one Tracking Type is allowed to be selected on the Loss Notice or Claim Detail.

False = Allows more than one (1) Tracking Type to be selected.
True = The system allows one (1) Tracking Type to be selected within the claim.

False = Allows more than one (1) Tracking Type to be selected.

Allow Shell Policies

Allows users to enter a claim on a shell policy (policies that do not exist within Diamond).

False = Claims are not allowed on shell policies.

True = Claims can be entered on shell policies.

True = Claims can be entered on shell policies.

Claims Enabled

Determines if the Claim System is being used or not.

False = Claim System not being used.
True = Claim System active / in use.

True = The Claim System active.

External Lookup Service

Determines the external policy lookup Service.

Implementation Specific; user defined.

.http://localhost/DiamondServices/DCLookupService.svc

External Policy Service

Determines the location where the External Policy Service is located.

Implementation Specific; user defined.

http://localhost/DCPolicyWcfService/DCPolicyService.svc

External Task Service

Name of the address of the service used to generate tasks for an external system.

Implementation Specific; user defined.

http://localhost/DCTaskWcfService/DCTaskService.svc

Name of Claims Deny Functionality

Determines the name of the Deny function in the Claims System.

Implementation Specific; user defined.

Deny

Notify Underwriting on Clearance

Determines if a task to Notify Underwriting is created when a coverage issue is cleared.

False = No task is created.
True = A task is created to Notify Underwriting when a coverage issue is cleared.

True = A task is created to Notify Underwriting when a coverage issue is cleared.

Notify Underwriting on Denial

Determines if a task to Notify Underwriting is created when a claim or a feature / coverage is denied.

False = No task is created.
True = A task is created to Notify Underwriting when a claim or feature / coverage is denied.

True = A task is created to Notify Underwriting when a claim or feature / coverage is denied.

Performance Validation Disable (Note: This setting is in C0 only.)

This disables certain validations that should not be used in Claims performance testing.

False = Enable.
True = Disable.

False = Enable.

Require Policy Verification

System requires policy verification for claims before allowing features / coverages to be added.

False = The system does not require policy verification for claims before allowing features / coverages to be added.

True = The system requires policy verification for claims before allowing features / coverages to be added.

False = The system does not require policy verification for claims before allowing features / coverages to be added.

Select Policy System

Displays a policy system combo box on a new claim occurrence the user can select when accessing an external policy system.

False = The combo box is not displayed.
True = Display a combo box.

False = The combo box is not displayed.

Show Bill Method for Claims

Determines if the “Bill Method” combo appears when creating the First Notice of Loss for a Shell Claim.

False = The “Bill Method” combo is not shown when creating the First Notice of Loss for a Shell Claim.

True = The “Bill Method” combo is displayed when creating the First Notice of Loss for a Shell Claim.

False = The “Bill Method” combo is not shown when creating the First Notice of Loss for a Shell Claim.

Show Claim Provider on Agency

Determines whether Claim Providers will be associated with agencies and displayed as the listed people when selecting claimants.

False = Claim Providers will not be associated with agencies and displayed as the listed people when selecting claimants.
True = Claim Providers will be associated with agencies and displayed as the listed people when selecting claimants.

False = Claim Providers will not be associated with agencies and displayed as the listed people when selecting claimants.

Show Print History in Quick Links

This determines if the Print History link is displayed in the Claims Tree View Quick links section on the Web.

False = The Print History link is not displayed in the Quick Links section of the Claims Tree View.
True =The Print History link is displayed in the Quick Links section of the Claims Tree View.

True =The Print History link is displayed in the Quick Links section of the Claims Tree View.

SIU Workflow Queue

This is the Workflow queue id to send SIU Diary items.

Implementation Specific; user defined.

0

Update External Agency

This is used to determine if an existing agency should be automatically updated with agency information from the external policy.

False = No update is done.

True = The existing agency is automatically updated with agency information from the external policy.

False = No update is done.

Use External Lookup Service

Determines if this hides certain non-Claims related items on the Advanced Lookup screen.

False = Do not hide non-Claims related items.

True = Hide certain non-Claims related items on the Advanced Lookup screen.

False = Do not hide non-Claims related items.

Use SIU Score

This is used to determine whether or not to score an SIU on claims.

False = Do not score an SIU on claims.
True - An SIU is scored on claims.

False = Do not score an SIU on claims.

Validate Subro Adjuster Assignment

Determines if the system triggers a warning message when a user selects the Subro option on a feature or processes a Subro receipt and no Subro adjuster is assigned to the claim.

False = Disable.
True = Enable.

False = Disable.

Field

Function / Value

Options

Default

Automatically Update AI on Admin Change

This determines if all associated Claim AIs are updated automatically when they are modified in Diamond Administration.  

False = AIs are not automatically updated when modified in Diamond Administration.

True = AIs are automatically updated when modified in Diamond Administration.

False = AIs are not automatically updated when modified in Diamond Administration.

Automatically Update AI on Endorsements

This determines if all associated Claim AIs are updated automatically when a policy Endorsement is done.

False = AIs are not automatically updated on policy Endorsements.

True = AIs are automatically updated on policy Endorsements.

False = AIs are not automatically updated on policy Endorsements.

Create Note

Determines if a Note is created on the claim or not when the AI is updated.

False = A note is not created on a claim when an AI is updated.

True = A note is created on a claim when an AI is updated.

True = A note is created on a claim when an AI is updated.

Email Adjuster

This determines if an email is sent to the adjuster on the claim when an AI modification occurs.

False = An email is not sent to the adjuster on the claim when an AI modification occurs.

True = An email is sent to the adjuster on the claim when an AI modification occurs.

False = An email is not sent to the adjuster on the claim when an AI modification occurs.

Notify Adjuster of Additional Interest Add

Determines if the adjuster is notified when an AI has been added.

False = The adjuster is not notified when an AI is added.
True = The adjuster is notified when an AI has been added.

True = The adjuster is notified when an AI has been added.

Notify Adjuster of Additional Interest Add Remark

Used to determine the remark that is sent to the adjuster when an AI has been added.

Implementation Specific; user defined.

Additional interest has been added.

Notify Adjuster of Additional Interest Deletion

Determines if the adjuster is notified when an AI has been deleted / inactivated.

False = The adjuster is not notified when an AI is inactivated / deleted.
True = The adjuster is notified when an AI has been inactivated / deleted.

True = The adjuster is notified when an AI has been inactivated / deleted.

Notify Adjuster of Additional Interest Deletion Remark

Used to determine the remark that is sent to the adjuster when an AI has been inactivated / deleted.

Implementation Specific; user defined.

Additional interest has been deleted / inactivated.

Notify Adjuster of Additional Interest Update

Determines if the adjuster is notified when an AI has been modified.

False = The adjuster is not notified when an AI is modified.
True = The adjuster is notified when the AI is modified.

True = The adjuster is notified when the AI is modified.

Notify Adjuster of Additional Interest Update Remark

Determines the remark that is sent to the adjuster when notifying of an AI modification.

Implementation Specific; user defined.

Additional interest has been modified.

Field

Function / Value

Options

Default

Enable CCC

Determines if the screens for the CCC Appraisal Information will be used in place of the default Vehicle Appraisal screens.

False = Use the default Vehicle Appraisal screens.
True = Use the CCC Appraisal Information screens.

False = Use the default Vehicle Appraisal screens.

Default Property Appraisal Type ID

Allows users to set a default appraisal type on new appraisals.

False = Users cannot set a default appraisal type on new appraisals.

True = Users are allowed set a default appraisal type on new appraisals

False = Users cannot set a default appraisal type on new appraisals.

Filter Appraisers by County

This setting  allows a company to filter an appraiser by using  the loss county.

Implementation Specific
False = Disable.
True = Enable.

True = Enable.

Filter Appraisers by Zip

This setting  allows a company to filter an appraiser by using  the loss zip code.  (Note: An appraiser cannot be set up for specific counties AND zip codes. One or the other must be chosen.)

True = Available Appraisers will be filtered based on the Zip Code of the Vehicle Location if it exists, and if not, the Loss Location.
False = This function is not enabled.

False = This function is not enabled.

Rental Coverage Code

Used to store a company's rental coverage code.

Implementation Specific.

14

Show Appraisal Tab

Determines if the Appraisal Tab is displayed in the Claim Detail Vehicle. The Loss Notice Appraisal is show based off the workflow configuration.

False = The Appraisal Tab is not displayed.

True = The Appraisal Tab is shown.

True = The Appraisal Tab is shown.

Field

Function / Value

Options

Default

Appraisal Assignment Production Web Service

This is the URL for sending the Appraisal assignment to ACD in the Production environment.

Implementation Specific; user defined.

https://autolink.adcorp.com/apu/v3.1/claims

Appraisal Assignment Test Web Service

This is the URL for sending the Appraisal assignment to ACD in the Test environment.

Implementation Specific; user defined.

https://autolink-stagingacdcorp.com/apu/v3.1/claims

Appraisal Attachment Triggers Workflow Item

Indicates whether to generate a workflow task to the claims inside adjuster when an Attachment is received. Tasks will only be generated for Attachment Types defined to generate.

False = No tasks will be generated, regardless of Attachment Type.

True = Generate a workflow task to the claim Inside Adjuster when an Attachment is received.

False = No tasks will be generated, regardless of Attachment Type.

Assigned Appraiser Triggers Workflow Item

Indicates whether to generate a workflow item to the claims inside adjuster when an Assigned Appraiser transmission is received.

False = Do not generate a workflow item to the claims inside adjuster when an Assigned Appraiser transmission is received.

True = Generate a workflow item to the claims inside adjuster when an Assigned Appraiser transmission is received.

False = Do not generate a workflow item to the claims inside adjuster when an Assigned Appraiser transmission is received.

Enabled

Determines if appraisals are allowed to interface with ACD.

False = Appraisals are not allowed to interface with ACD.

True = Appraisals are allowed to interface with ACD.

False = Appraisals are not allowed to interface with ACD.

Estimate Triggers Workflow Item

Indicates whether to generate a workflow task to the claims inside adjuster when an Estimate transmission is received.

False = Do not generate a workflow task to the claims inside adjuster when an Estimate transmission is received.

True = Generate a workflow task to the claims inside adjuster when an Estimate transmission is received.

False = Do not generate a workflow task to the claims inside adjuster when an Estimate transmission is received.

Production API Key

Unique key assigned to your company by ACD to access the Production Web Service.

Implementation Specific; user defined.

Blank

Production API Secret

Unique password that corresponds to the API Key and is assigned to your company by ACD to access the Production Web Service.

Implementation Specific; user defined.

Blank

Test API Key

Unique key assigned to your company by ACD to access the Test Web Service.

Implementation Specific; user defined.

Blank

Test API Secret

Unique password that corresponds to the API Key and is assigned to your company by ACD to access the Test Web Service.

Implementation Specific; user defined.

Blank

Testing

Determines whether to use the Test system settings instead of Production.

False = Use the Test System Settings.

True = Use the Production System Settings.

False = Use the Test System Settings.

Field

Function / Value

Options

Default

Closing Statement

Ending of the Appraisal Report.

Implementation Specific.

"For questions or additional information, contact the claim adjuster at..."

Display Supervisor

Determines if the name and phone number of the supervisor is displayed on the Property Appraisal Report in Claims.

False = Disable. The name and phone number of the  inside adjuster assigned to the claim is displayed on the Property Appraisal Report.
True = Enable. Display the name and phone number of the supervisor on the Property Appraisal Report.

False = Disable. The name and phone number of the  inside adjuster assigned to the claim is displayed on the Property Appraisal Report.

Initial Statement

Used on the Claim Appraisal Report for a property claim. This is a line that displays under the appraiser and agent information that a company can use to specify something meaningful.

Implementation Specific.

Blank

Title

Name of a company's Appraisal Report.

Implementation Specific.

Claim Appraisal Report

Field

Function / Value

Options

Default

Default Filter to All Levels

This will default the display level drop down to all levels when displaying Attachments.

False = The display level drop down defaults to "This Level Only."

True = This will default display level drop down to all levels when displaying Attachments.

False = The display level drop down defaults to "This Level Only."

Filter by Specific Level

This will make the level filter show all levels and the specific claims levels.

False = This will make the level filter show "This Level Only" and the specific claims levels.

True = This will make the level filter show all levels and the specific claims levels.

False = This will make the level filter show "This Level Only" and the specific claims levels.

Prompt for Attach Level

This adds the ability to add an Attachment from any level to another level by allowing the user to choose where they would like a given Attachment to be stored.

False = Users cannot add an Attachment from any level to another level.

True = Users have the ability to add an Attachment from any level to another level.

False = Users cannot add an Attachment from any level to another level.

Field

Function / Value

Options

Default

Automatically Assign Claims

Enables or disables the automatic assignment of a claim during submission.

False = Automatic assignment of a claim is disabled.
True = This hides the Personnel tabs on the Loss Notice and automatically assign personnel during submission.

False = Automatic assignment of a claim is disabled.

Automatically Assign Coverages

Used to determine if coverages / features can be automatically assigned to claims personnel.

False = Does not allow a coverage / feature to be automatically assigned.
True = Allows a coverage / feature to be automatically assigned to claims personnel.

False = Does not allow a coverage / feature to be automatically assigned.

Capture State License Dates

Enables or disables capturing the claim personnel's state license effective and expiration dates.

False = The pop up window capturing the Effective / Expiration Dates of the state license is not displayed.
True = A pop up window capturing the Effective / Expiration Dates of the state license when selecting an accident state for inside adjuster in Claim Personnel is displayed.

True = A pop up window capturing the Effective / Expiration Dates of the state license when selecting an accident state for inside adjuster in Claim Personnel is displayed.

Create Process Note

This is used to determine if a Note detailing the Automated Assignment process should be created or not after each automated assignment.

False = No Note is created.
True = A Note is created after each automated assignment.

True = A Note is created after each automated assignment.

Use Overflow Queues

When an ideal automatic assignment is not found, rather than find a less ideal assignment, a task will be created for this claim and sent back to the designated workflow queue.

False = Do not send a task for the claim.

True = Send a task for the claim.

True = Send a task for the claim.

Use Policy State

It is used to determine if claim personnel are automatically assigned based on the policy’s state instead of the loss state.

False = Claim Personnel are assigned based on the loss state.

True = Claim Personnel are assigned based on the policy state.

Claim Personnel are assigned based on the loss state.

Workflow Queue ID

When an ideal automatic assignment is not found, rather than find a less ideal assignment, a task will be created for this claim and sent to this Workflow Queue.

0 = N / A
2 = Underwriting Exceptions
3 = Loss Notice

3 = Loss Notice

Field

Function / Value

Options

Default

Capture Close Reason

(For C.L.U.E. Reporting) This determines if the system captures the reason when a claim is manually closed.

Implementation Specific
 

False = Disable.
True = Enable.

False = Disable.

Close With Final Expense Payment

Indicates whether or not to close the claim with final expense payment.

False = Do not close the claim with final expense payment.

True = Close the claim with final expense payment.

False = Do not close the claim with final expense payment.

Prompt Reserve and Anticipated Display Only with Amounts

Determines of the Close Claim Summary screen is displayed only if there are open amounts.

False = The Close Claim Summary screen is displayed whether or not if there are open amounts.
True = The Close Claim Summary screen is only displayed when there are open financial amounts.

False = The Close Claim Summary screen is displayed whether or not if there are open amounts.

Require Actual Return to Work Date

Used to determine if an actual return to work date is required for claim closure on a Workers Compensation policy or not.

False = Return to Work date is not required.

True = Return to Work Date is required.

False = Return to Work date is not required.

Require Child Restraint

This is used to determine if the Child Restraint is required before closing the claim. (For companies writing in the state of California.)

False = Child Restraint is not required before closing the claim.

True = Child Restraint is required before closing the claim.

False = Child Restraint is not required before closing the claim.

Require Claimant Contact

Determines if all claimants have been contacted.

False =Do not require that all claimants have been contacted. True = Require that all claimants have been contacted.

False =Do not require that all claimants have been contacted.

Require Close Reason

(For C.L.U.E. Reporting) This setting determines if the system requires the user to select a reason for manually closing a claim.

Implementation Specific.
False = Disable.
True = Enable.

False = Disable.

Require CLUE Vehicle Info

This determines if a CLUE vehicle (one with a clue operator type specified) required on the claim and that the operator on that vehicle has a name, address, and relationship to the policy holder.

False = Not required.
True = Required.

True = Required.

Require CMS Fields on Medicare Coverage

This determines if the system will not allow a claim to be closed when claimants with an injury / Medicare coverage does not have a cause of injury, ICD-9 Code or gender specified.  

False = The Cause of Loss, ICD-9 Code and gender are not required.

True = The Cause of Loss, ICD-9 Code and gender are required.

True = The Cause of Loss, ICD-9 Code and gender are required.

Require Degree of Fault

Determines if Diamond requires that the Degree of Fault field contains a value prior to closing a claim.

Implementation Specific.
False = Disable.
True = Enable.

True = Enable.

Require Disposition

Used to determine if the system requires the Disposition field must contain a value prior to closing a claim.

Implementation Specific.
False = Disable.
True = Enable.

True = Enable.

Require Estimated Return to Work

Determines if an Estimated Return to Work Date is required when closing a Workers Compensation Claim.

False = An estimated return to work date is not required on a Workers Comp claim when closing the claim.

True = An estimated return to work date is required on a Workers Comp claim when closing the claim.

False = An estimated return to work date is not required on a Workers Comp claim when closing the claim.

Require Location of Loss

Determines if the Loss Location is required on the Property screen before closing a claim.

False = Disable.
True = Enable.

False = Disable.

Require Loss Indicator

Determines if a loss indicator must be selected for CLUE vehicles before closing a claim.

False = Disable. The loss indicator is not required.
True = Enable. A loss indicator must be selected for CLUE vehicles before the claim may be closed.

False = Disable.

Require Loss Location City / State

Determines if the Loss Location City / State is required when closing a Personal Auto claim.

False = Disable. The Loss Location City / State is not required when closing a Personal Auto claim.
True = Enable. the system requires the Loss Location City / State when closing a Personal Auto claim.

False = Disable. The Loss Location City / State is not required when closing a Personal Auto claim.

Require Tracking Type

This is used to determine if a Tracking Type must be selected or not on the claim when closing a claim.

False = No tracking type is required.

True = A Tracking Type must be selected on a claim before it can be closed.

False = No tracking type is required.

Suppress Claim Closure Validations on bifurcated claims.

Used to suppress claim closure validations on bifurcated claims.

False = Claim closure validations are not suppressed on bifurcated claims.
True = Claim closure validations are suppressed on bifurcated claims.

False = Claim closure validations are not suppressed on bifurcated claims.

Field

Function / Value

Options

Default

Allow Date of Loss Outside Policy Term

Determines if a date of loss change can be made outside of the policy’s effective date range.

False = The date of loss is not required inside the policy effective date range.
True = This requires that the date of loss be inside the policy effective date range.

False = The date of loss is not required inside the policy effective date range.

Automatically Close Claim

Determines if Diamond automatically closes the claim when all coverages are closed.

False = Disable; do not automatically close the claim when all coverages are closed.
True = Enable; automatically close the claim when all coverages are closed.

True = Enable.

Close Claim Button Enabled

Determines if the system automatically closes a claim and all coverages with and without open reserves and anticipated recoveries.

False = Disable; do not allow the system to automatically closes a claim and all coverages with and without open reserves and anticipated recoveries.
True = Enable; allow the system to automatically closes a claim and all coverages with and without open reserves and anticipated recoveries.

True = Enable.

Close Claim With Open Reserve or Anticipated

Determines if the system will allow the claim to be closed with open expense reserves and / or anticipated recoveries or not. (Note: This does not apply to loss / indemnity reserves. These will close when the claim closes.) Authorities must also be granted in the Claims Financial group of authorities.)

Implementation Specific

False = Disable. The system will not allow the claim to be closed with open expense reserves and / or anticipated recoveries.
True = Enable. the system will allow the claim to close with open expense reserves and / or anticipated recoveries providing the user has the proper authority established.

False = Disable.

Delete Property Button Enabled

Allows a user to delete a listed property in the Claim Detail / Property Tab.

False = Disable; do not allow a user to delete a listed property in the Claim Detail / Property Tab.
True = Enable; allow a user to delete a listed property in the Claim Detail / Property Tab.

True = Enable.

Delete Vehicle Button Enabled

Allows a user to delete a listed vehicle in the Claim Detail / Vehicle Tab.

False = Disable; do not allow a user to delete a listed vehicle in the Claim Detail / Vehicle Tab.
True = Enable; allow a user to delete a listed vehicle in the Claim Detail / Vehicle Tab.

True = Enable.

Display CA Child Restraint Question Combo Box

Determines if the CA Child Restraint Combo box is displayed on the Main tab of the Claim Detail. (For companies writing business in the state of California.)

False = The CA Child Restraint Combo box is not displayed on the Main tab of the Claim Detail.

True = the CA Child Restraint Combo box is displayed on the Main tab of the Claim Detail.

False = The CA Child Restraint Combo box is not displayed on the Main tab of the Claim Detail.

Garaging Information

Indicates whether the garage information will be shown on the vehicle screen and be required.

False = Garage information will not be displayed on the Vehicle screen and is not require.
True = Garage information will be displayed on the Vehicle screen and is not required.

False = Garage information will not be displayed on the Vehicle screen and is not required.

Initial Reserves on Reopen

This determines if initial reserves for all features, for all claimants are re-added or not under the claim when the claim is re-opened.
(Note: If, in the above situation, the feature has "In Suit" checked and your company uses litigation average reserves - set up manually in the database per company - then the litigation average reserves are re-added instead of the initial reserves.)

False = Disable.
True = Enable.

False = Disable.

Minimal Controls

This is used to determine if the system will hide non-vital combos and check boxes from the main screen of the Claim Detail.

False = The system will not hide non-vital combos and check boxes from the main screen of Claim Detail.

True = The system will hide non-vital combos and check boxes from the main screen of Claim Detail.

False = The system will not hide non-vital combos and check boxes from the main screen of Claim Detail.

Open Claim Button Enabled

Allows users to re-open a claim without re-opening a coverage reserve when the Open Claim button is active.

False = Disable; do not allow users to re-open a claim without re-opening a coverage reserve.
True = Enable; allow a claim to be re-opened without re-opening a reserve.

True = Enable.

Validate CLUE Operator on Vehicle Save

This is used to determine if the system will prompt a warning or not that a C.L.U.E. operator is needed when a vehicle is saved.

False = No prompt will be presented. True = this setting will prompt the user with a warning message when a vehicle is saved with a CLUE operator.

True = Enable; allow a claim to be re-opened without re-opening a reserve.

Validate Month and Year on Date of Loss Change

This determines if the system validates the month / year for Loss Date Changes.

False = The validation skips the month / year for Loss Date change.
True = The system validates the month / year for Loss Date changes.

True = The system validates the month / year for Loss Date changes.

Field

Function / Value

Options

Default

Default Filter to All Levels

Determines if users can view Notes from all levels to display at the Claim Level by default.

True = Notes from all levels are displayed at the Claim Level by default.
False =Not all Notes are displayed at the Claim Level.

False =Not all Notes are displayed at the Claim Level.

On Status Change

Determines if a claim note is automatically generated when the status of a claim changes (e.g., from open to closed). Gives an audit trail.

False = Disable; do not generate a claim note when the status of a claim changes.
True = Enable; automatically generate a claim note when the status of a claim changes.

True = Enable; automatically generate a claim note when the status of a claim changes.

Field

Function / Value

Options

Default

API Key

This is the API Key giving access to Weather Analytics.

Implementation Specific; user defined. (Note: Your implementation will need to contact Weather Analytics vendor to obtain this information.)

41cde1ebb114444292fa79591474fc6a

Automatically Attach Weather Reports

Used to determine if the weather reports will automatically attach to the claim or not. For multi-variable reports, each sub-report will also be attached.

False = Do not automatically attach weather reports to the claim.

True = Automatically attach weather reports to the claim. For multi-variable reports, each sub-report will also be attached.

True = Automatically attach weather reports to the claim. For multi-variable reports, each sub-report will also be attached.

Enable Weather Reports

Determines if the Weather Reports toolbar button is enabled on the Claim Detail screen.

False =  The Weather Reports toolbar button is disabled / not visible on the Claim Detail screen.

True = The Weather Reports toolbar button is enabled / visible on the Claim Detail screen.

True = The Weather Reports toolbar button is enabled / visible on the Claim Detail screen.

Field

Function / Value

Options

Default

Special Note About: The system settings that follow. In order to use the functionality to send an Email along with the Workflow Task, you must set the "Notify XXX" to "1" - Enable in this group of settings. So, for example, if you wish the Admin of the claim to receive an Email, you must set the "Notify Admin" setting to "1" - Enable. Additionally, you must enter the Admin's Email address in the user specified as the Administrator in Diamond Administration: User Setup. If no Email address is entered, an Email will not be sent even though both settings are set to "1" - Enable.

Email Adjuster

Determines if an Email is sent with the Workflow Task to the adjuster when a claim is transferred / re-assigned.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable.

Email Admin

Determines if an Email is sent with the Workflow Task to the administrator when a claim is transferred / re-assigned.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable.

Email Admin Asst

Determines if an Email is sent with the Workflow Task to the admin assistant when a claim is transferred / re-assigned.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable.

Email Outside Adjuster

Determines if an Email is sent with the Workflow Task to the outside adjuster when a claim is transferred / re-assigned.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable.

Email Salvage Adjuster

Used to determine if an Email is sent with the workflow (task) to the salvage adjuster when a claim is transferred or reassigned.

False = No Email is sent to the salvage adjuster with the workflow task when a claim is transferred or reassigned.
True = An Email is sent to the salvage adjuster with the workflow task when a claim is transferred or reassigned.

False = No Email is sent to the salvage adjuster with the workflow task when a claim is transferred or reassigned.

Email SIU Adjuster

Determines if an Email is sent with the Workflow Task to the SIU adjuster when a claim is transferred / re-assigned.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable.

Email Subro Adjuster

Determines if an Email is sent with the Workflow Task to the Subro adjuster when a claim is transferred / re-assigned.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable.

Notify Adjuster

Determines if a workflow (task) is sent to the inside adjuster when the claim is reassigned.

False = Disable.
True = Enable.

True = Enable.

Notify Adjuster Remark

Determines the wording of the workflow (task) sent to the inside adjuster.

User defined.

New Claim Reassignment.

Notify Admin

Determines if a workflow (task) is sent to the administrator when the claim is reassigned.

False = Disable.
True = Enable.

True = Enable.

Notify Admin Remark

Determines the wording of the workflow (task) sent to the administrator.

User defined.

New Claim Reassignment.

Notify Admin Asst.

Determines if a workflow (task) is sent to the administrative assistant when the claim is reassigned.

False = Disable.
True = Enable.

True = Enable.

Notify Admin Asst. Remark

Determines the wording of the workflow (task) sent to the administrative assistant.

User defined.

New Claim Reassignment.

Notify AOB Adjuster

Determines if a task is sent to the AOB (Assignment of Benefits) adjuster on an AOB assignment or not.

False = A task is not sent to the AOB adjuster.
True = A task is sent to the AOB adjuster.

True = A task is sent to the AOB adjuster.

Notify AOB Remark

Determines the remark on the AOB task sent to the adjuster.

User defined.

AOB Assignment.

Notify Outside Adjuster

Determines if a workflow (task) is sent to the outside adjuster when the claim is reassigned.

False = Disable.
True = Enable.

True = Enable.

Notify Outside Adjuster Remark

Determines the wording of the workflow (task) sent to the outside adjuster.

User defined.

New Claim Reassignment.

Notify Salvage Adjuster

Used to determine if a workflow (task) is sent to the salvage adjuster when the claim is reassigned.

False = No workflow (task) is sent on reassignment of the claim.
True = A workflow (task) is sent on reassignment of the claim.

False = No workflow (task) is sent on reassignment of the claim.

Notify Salvage Adjuster Remark

Determines the wording of the workflow (task) sent to the salvage adjuster when a claim is reassigned.

User defined.

Claim Reassignment

Notify SIU (Special Investigative Unit) Adjuster

Determines if an automatic claims diary is generated when assignment of an SIU adjuster occurs on a claim feature. The new workflow diary may be viewed on the Open Tasks screen.

False = Disable.
True = Enable.

False = Disable.

Notify SIU (Special Investigative Unit) Adjuster Remark

Determines if a remark (notification) is sent to the SIU adjuster on the automatic claims diary when an SIU adjuster has been assigned.

User defined.

SIU Assignment.

Notify Subro Adjuster

Determines if a workflow (task) is sent to the Subro adjuster when the claim is reassigned.

False = Disable.
True = Enable.

True = Enable.

Notify Subro Adjuster Remark

Determines the wording of the workflow (task) sent to the Subro adjuster.

User defined.

Subro Assignment.

Field

Function / Value

Options

Default

Add Note for Litigation Remarks

Determines if a note is generated at the Claimant Level when a litigation item is saved on the Litigation tab of the claimant.

False = Disable. No note will be generated if no remarks are given.
True = Enable. A note will be generated at the Claimant Level when a litigation item is saved on the Litigation tab of the claimant.

True = Enable.

Default New Claimant to Closed

Determines the status of a new claimant when it is added.

False = Default Claimant to "Open." The new claimant being added automatically defaults to "Open."
True = Default Claimant to "Closed." When adding a new claimant, that claimant defaults to "Closed" until a feature is added.

False = Default Claimant to "Open."

Delete Claimant 1

Determines if Claimant 1 can be deleted or not.

False = Do not allow Claimant 1 to be deleted.

True = Allow Claimant 1 to be deleted.

True = Allow Claimant 1 to be deleted.

Display Claimant Nature Code in Tree View

Determines if the system displays the nature of involvement code to the right of the claimant's name in the Claimant Tree View instead of the description.

False = Disable. When disabled, the full wording of the Nature of Involvement is displayed.
True = Enable. When enabled, it shows the code / abbreviation of the Nature of Involvement.

False = Disable.

Display Claimant Relationship Code in Tree View

Used to determine if Diamond displays the claimant's relationship to the policyholder code to the right of the claimant's name in the Claim Tree View instead of the description.

False = Disable. When disabled, the full wording of the Relationship to Policyholder" is displayed.
True = Enable. When enabled, it shows the code / abbreviation of the Relationship to Policyholder (e.g., W = Other, X = Not Related).

False = Disable.

Display Driver Exclude Type Code in Tree View

Determines if the full driver excluded type or the code from the driver excluded type is displayed in the Claims Tree View.

False = Disable.
True = Enable.

False = Disable.

Hide Carrier Tab

Determines if the system will hide the Carrier Tab on the Claimant screen.

False = The Carrier Tab is hidden on the Claimant screen.

True = The Carrier Tab is not hidden on the Claimant screen.

False = The Carrier Tab is hidden on the Claimant screen.

Hide Flags

Used to determine if the system will hide the check boxes / flags on the Main Tab of the Claimant screen.

False = The system will not hide the check boxes / flags on the Main Tab of the Claimant screen.

True = The system will hide the check boxes / flags on the Main Tab of the Claimant screen.

False = The system will not hide the check boxes / flags on the Main Tab of the Claimant screen.

Hide Medical Tabs

Used to determine if the system will hide the Medical Tab on the Main Tab of the Claimant screen.

False = The system will not hide the Medical Tab on the Main Tab of the Claimant screen.

True =The system will hide the Medical Tab on the Main Tab of the Claimant screen.  

False = The system will not hide the Medical Tab on the Main Tab of the Claimant screen.

Initial Reserves on Reopen

Determines if initial reserves for all features under a claimant are re-added or not when the claimant is re-opened.
(Note: If, in the above situation, the feature has "In Suit" checked and your company uses litigation average reserves - set up manually in the database per company - then the litigation average reserves are re-added instead of the initial reserves.)

False = Disable.
True = Enable.

False = Disable.

Nature of Injury Category Column Name

Determines the column name that will be used on the Claimant Injury screen for the Nature of Injury category.

User defined.

Nature of Injury Category.

Nature of Injury Column Name

Determines the column name that will be used on the Claimant Injury screen for the "Nature of Injury."

User defined.

Nature of Injury.

Notify if 1st Party Clmt is Missing Medicare Data

Used together with the person indicator on the Claimant Type to determine if a Workflow item should be sent to the adjuster on the claim when a new claimant (1st Party) is added without the information required for the Medicare Query file.

False = Do not send Notification / Workflow.
True = Enable. Send Notification / Workflow.

False = Do not send Notification / Workflow

Notify if 3rd Party Clmt is Missing Medicare Data

Used together with the person indicator on the Claimant Type to determine if a Workflow item should be sent to the adjuster on the claim when a new claimant (3rd Party) is added without the information required for the Medicare Query file.

False = Do not send Notification / Workflow.
True = Enable. Send Notification / Workflow.

False = Do not send Notification / Workflow

Require Associated

This is used to determine if the Associated field on the Add Claimant screen is required or not.

False = The Associated field is not required.

True = The Associated field is required.

False = The Associated field is not required.

Require Claimant Type

When adding a 3rd party in the Loss Notice / Claim Submission, the user is required to add a name for that person. In addition, if the system settings, "Require Claimant Type" and / or "Require Relationship" in the Claimant folder are set to "1" (Enabled), the user will be required to enter the Nature of Involvement and / or Relationship to Policyholder.

False = Do not require name.
True = Name required.

True = Name required.

Require Relationship

Determines if Relationship To (Insured) is required when adding a new claimant

False = Relationship to insured not required.
True = Relationship to insured required.

True = Relationship to insured required.

TPOC Medicare Validation or Warning

Determines if the system will use warnings or display the validations for Medicare TPOC.

False= The system will use warnings.

True = Diamond will show the validations for Medicare TPOC.

True = Diamond will show the validations for Medicare TPOC.

Use Error for Medicare Validation

This is used to determine if the validation messages for the claimant Medicare information is returned as a hard error or a warning.

False = System returns a warning.

True = System returns a hard error.

True = System returns a hard error.

Field

Function / Value

Options

Default

Require Inquiry Fields with Injury Coverage

This determines if a body part and primary injury must be selected on closure when a claimant is associated with an injury related sub-coverage.

False = A body part and primary injury do not have to be selected on closure when a claimant is associated with an injury related sub-coverage.

True = A  body part and primary injury must be selected on closure when a claimant is associated with an injury related sub-coverage.

False = A body part and primary injury do not have to be selected on closure when a claimant is associated with an injury related sub-coverage.

Field

Function / Value

Options

Default

On Status Change

Automatically generate a claim note when the status of a claimant changes.

False = Disable; do not generate a claim note when the status of a claimant changes.

True = Enable; automatically generate a claim note when the status of a claimant changes.

False = Disable.

Field

Function / Value

Options

Default

Display Hit and Run Checkbox

Displays the Hit and Run combo box on the Main tab of the Claim Detail screen.

False = Do not display the Hit and Run Checkbox.

True = Display the Hit and Run Checkbox.

False = Do not display the Hit and Run Checkbox.

Display Loss Description

Displays the Loss Description combo box on the Main tab of the Claim Detail screen.

False = Do not display the Loss Description Checkbox.

True = Display the Loss Description Checkbox.

False = Do not display the Loss Description Checkbox.

Display Public Adjuster Checkbox

Displays the Public Adjuster checkbox on the Main tab of the Claim Detail.

False = Do not display the Public Adjuster on the Main tab of the Claim Detail.
True = Display the Public Adjuster on the Main tab of the Claim Detail.

False = Do not display the Public Adjuster on the Main tab of the Claim Detail.

Display Single Vehicle Checkbox

Display the Single Vehicle Loss check box on the Main tab of the Claim Detail screen.

False = Do not display the Single Vehicle Checkbox.

True = Display the Single Vehicle Checkbox.

False = Do not display the Single Vehicle Checkbox.

Field

Function / Value

Options

Default

Create Claims XML for All Claims

Determines if End of Day Processing should create XMLs for all claims. This is in addition to the Number of Days Run.

False = No XMLs are created.

True = The EOD Process, Claims XML, will create XMLS for all claims.

False = No XMLs are created.

Export Path

Determines the path where the claim XMLs will be written.

Implementation Specific; user defined.

c:\temp\claims xml

Export Path - All

The path where the claim XMLs will be written when Create XMLs for All Claims is selected.

Implementation Specific; user defined.

c:\temp\claims xml all

Number of Days

Determines the number of days used during the EOD process to create claims XMLs. XMLs will be created for claims with a reported_date within this number of days.

Implementation Specific; user defined.

7

Field

Function / Value

Options

Default

Field

Function / Value

Options

Default

CC

Field used for setting up mail server for email notifications for Notify Underwriting Tasks.

Implementation Specific; user defined.

Blank

Connection Time Out

Field used for setting up mail server for email notifications for Notify Underwriting Tasks.

Implementation Specific; user defined.

20

Mail Server

Field used for setting up mail server for email notifications for Notify Underwriting Tasks.

Implementation Specific; user defined.

172.16.18.12

Proxy Bypass

Field used for setting up mail server for email notifications for Notify Underwriting Tasks.

Implementation Specific; user defined.

Blank

Proxy Server

Field used for setting up mail server for email notifications for Notify Underwriting Tasks.

Implementation Specific; user defined.

Blank

Reply To

Individual or entity used to reply to the email.

Implementation Specific; user defined.

Insuresoft Claims Test Notification

Field

Function / Value

Options

Default

Command Timeout

Used to determine the amount of time the code will execute before timing out in the Write Monthly Claims Totals in End of Month Processing.

Implementation Specific; user defined.

7200

Update Pending Approval Transactions to Urgent

This determines the number of days from the task added date that pending approval transactions should be updated to urgent.

Implementation Specific; user defined.

2

Field

Function / Value

Options

Default

Allow Multiple Feature Set Up

Determines if a company is using the Claim Multiple Feature Set Up function. This function allows multiple features to be set up on a single claimant.

False = Disable; do not use Multiple Feature Set Up functionality.
True = Enable; use Multiple Feature Set Up functionality.

True = Enable; use Multiple Feature Set Up functionality.

Allow Save With No Coverage

Determines if a feature having no coverage against it can be saved.

False = Disable; do not allow a feature having no coverages against it to be saved.

True = Enable; allow a feature having no coverages against it to be saved.

True = Enable; allow a feature having no coverages against it to be saved.

Default Reported By (Tab)

Determines if the Reported By tab defaults with information entered in Claim Detail when adding a new feature.

False = Disable; no information defaults from the Reported By tab.
True = Enable; information defaults from the Reported By tab.

True = Enable.

Enable in Salvage

Allows the Salvage flag on a claim feature to be enabled and modified while the feature is in Edit mode or when a new feature is being added.

False  = Disable. The Salvage field is protected and cannot be modified.
True = Enable on Edit. The Salvage flag on a claim feature is enabled while the feature is in Edit mode or when a new feature is being added. (Special Note: If the feature is in view mode, users will not be able to modify the Salvage check box).

True = Enable on Edit.

Enable in Subro

Allows the Subro flag on a claim feature to be enabled and modified while the feature is in Edit mode or when a new feature is being added.

False  = Disable. The Subro field is protected and cannot be modified.  
True = Enable on Edit. The Subro flag on a claim feature is enabled while the feature is in Edit mode or when a new feature is being added. (Special Note: If the feature is in view mode, users will not be able to modify the Subro check box).

True = Enable on Edit.

Exclude Feature from Automatic Loss Reserves Increases if 'In Suit'

This determines whether Diamond will prevent automatic increases in reserves based on aging features when the feature is “In Suit.”

False = the feature is included from the automatic loss reserve.
True = the feature is excluded from automatic loss reserves.

False = the feature is included from the automatic loss reserve.

Initial Reserves on Reopen

Determines if initial reserves under a feature when the feature is re-opened are added or not.
(Note: If, in the above situation, the feature has "In Suit" checked and your company uses litigation average reserves - set up manually in the database per company - then the litigation average reserves are re-added instead of the initial reserves.)

False = Disable.
True = Enable.

False = Disable.

Minimal Controls

This is used to determine if the system will hide non-vital combos and check boxes from the main screen of the Feature / Coverage.

False = The system will not hide non-vital combos and check boxes from the main screen of the Feature / Coverage.

True = The system will hide non-vital combos and check boxes from the main screen of the Feature / Coverage.

False = The system will not hide non-vital combos and check boxes from the main screen of the Feature / Coverage.

Missing Medicare Data

This determines if a workflow item should be generated when Medicare liability coverage is set up against a claimant that is not flagged as a Medicare recipient but does have the required Medicare data. A workflow item is then sent to the adjuster.

False = Notifications are not sent to the adjuster.
True = Send notifications to the adjuster.

False = Notifications are not sent to the adjuster

Rec Only if Claim Is

Used when a new feature is added.

False = Disabled. If set to zero (0), the feature is normal unless the user selects the "Record Only" checkbox or they set up a feature for a coverage that has no coverage. (Note: Users need authority.)
True = Enabled. If set to one (1) and the claim is setup as "Record Only," the feature defaults to "Record Only" whether or not it has coverage.

True = Enabled. The claim is setup as "Record Only," and the feature defaults to "Record Only" whether or not it has coverage.

Require Adjuster

This determines if an inside or outside adjuster is a required selection when adding a claim feature.

False = Disable.
True = Enable; Inside  / Outside Adjuster fields are marked with an asterisk (*), indicating "Required" fields.

True = Enable.

.

Require Admin

Determines if the Supervisor is required at the claim feature level.

False = Disable.
True = Enable; Supervisor field is marked with an asterisk (*),  indicating "Required" field.

True = Enable

Require Admin Asst

Determines if the Admin Asst is required at the claim feature level.

False = Disable.
True = Enable; Admin Asst field is marked with an asterisk (*)  indicating "Required" field.

False = Disable.

Require Salvage Adjuster

Determines if a salvage adjuster is required on a claim feature.

False = Salvage adjuster is not required on a claim feature.
True = Salvage adjuster is required on a claim feature.

False = Salvage adjuster is not required on a claim feature.

Require SIU (Special Investigative Unit) Adjuster

Determines if an SIU adjuster is a required selection on the Personnel tab in order for a claim feature to be submitted.

False = Disable
True = Enable; SIU Adjuster field is marked with an asterisk (*),  indicating "Required" field.

False = Disable.

Require Subro Adjuster

Determines if a Subro adjuster is required when adding / editing claim feature.

False = Subro adjuster is not required. True = Subro adjuster is required.

False = Subro adjuster is not required.

Show Litigation Icon

Determines if the litigation icon (Gavel) should be shown at the Feature level when a feature / coverage is "In Suit."

False - Disable - Do not show the icon.
True - Enable - Display the icon.

True - Enable - Display the icon.

Statute of Limitations Diary

This represents the number of days in advance to send an "urgent" Workflow Diary on a statute of limitation coverage.

Implementation specific;user defined.

90

Use Claim Loss Date to Determine the Age of the Feature when Processing Automatic

Reserves Updates

This is used to determine whether Diamond will use the Clam Loss Date instead of

the Feature Reported Date to determine how long the feature is open when processing

automatic reserves updates.

False = the system uses the Feature Reported Date to calculate the reserve.
True = the system will use the “Loss Date.”

False = the system uses the Feature Reported Date to calculate the reserve.

Validate Zero Reserve

This determines whether or not a warning message should be displayed when a “Coverage / Feature” is saved without a loss reserve.

False = No warning message is displayed when a “Coverage / Feature” is saved without a loss reserve.
True = A warning message is displayed when a “Coverage / Feature” is saved without a loss reserve.

True = A warning message is displayed when a “Coverage / Feature” is saved without a loss reserve.

Field

Function / Value

Options

Default

Disable Benefits Applied Row

Determines whether or not the Benefits Applied row is enabled.

False = Benefits Applied row is enabled.

True = Benefits Applied row is disabled.

False

Disable Date Paid

Determines whether or not the Date Paid field is enabled.

False = Date Paid is enabled.

True = Date Paid  is disabled.

False

Disable Deductible Field

Determines whether or not the Deductible field is enabled.

False = Deducible field is enabled.

True = Deductible field is disabled.

False

Disable Total Amount Field

Determines whether or not the Total Amount field is enabled.

False = Total Amount field is enabled.

True = Total Amount field is disabled.

False

Explanation of Benefits Tab Name

Sets the name for the Explanation of Benefits tab.

Implementation specific; user defined.

EOB

Hide Amount Allowed Row

Determines whether or not to hide the Amount Allowed row.

False = Amount Allowed row is shown.

True = Amount Allowed row is hidden.

False

Hide Amount Not Covered Row

Determines whether or not to hide the Amount Not Covered row.

False = Amount Not Covered row is shown.

True = Amount Not Covered row is hidden.

False

Hide Amount Paid Row

Determines whether or not to hide the Amount Paid row.

False = Amount Paid row is shown.

True = Amount Paid row is hidden.

False

Hide Benefits Applied Row

Determines whether or not to hide the Benefits Applied row.

False = Benefits Applied row is shown.

True = Benefits Applied row is hidden.

False

Hide Check Number Row

Determines whether or not to hide the Check Number row.

False = Check Number row is shown.

True = Check Number row is hidden.

False

Hide Claim Condition Category Row

Determines whether or not to hide the Claim Condition Category  row.

False = Claim Condition Category row is shown.

True = Claim Condition Category row is hidden.

False

Hide Claim Condition Type Row

Determines whether or not to hide the Claim Condition Type  row.

False = Claim Condition Type row is shown.

True = Claim Condition Type row is hidden.

False

Hide Claim Reason Type Row

This is used to determine if the Hide Claim Reason Type Row is hidden or not.

False = Claim Reason Type row is not hidden.
True = Claim Reason Type row is hidden.

False

Hide Co Pay Row

Determines whether or not to hide the Co Pay  row.

False = Co Pay row is shown.

True = Co Pay row is hidden.

False

Hide Condition

Determines whether or not to hide the Condition row.

False = Condition row is shown.

True = Condition row is hidden.

False

Hide Date Paid

Determines whether or not to hide the Date Paid row.

False = Date Paid row is shown.

True = Date Paid row is hidden.

False

Hide Date Received

Determines whether or not to hide the Date Received row.

False = Date Received row is shown.

True = Date Received row is hidden.

False

Hide Explanation

Determines whether or not to hide the Explanation row.

False = Explanation row is shown.

True = Explanation row is hidden.

False

Hide Interest Amount

Determines whether or not to hide the Interest Amount row.

False = Interest Amount row is shown.

True = Interest Amount row is hidden.

False

Hide Make a Payment

Determines whether or not to hide the Make a Payment row.

False = Make a Payment row is shown.

True = Make a Payment row is hidden.

False

Hide Medical Provider

Determines whether or not to hide the Medical Provider row.

False = Medical Provider row is shown.

True = Medical Provider row is hidden.

False

Hide Service Date Range

Determines whether or not to hide the Service Date Range row.

False = Service Date Range row is shown.

True = Service Date Range  row is hidden.

False

Hide Total Paid

Determines whether or not to hide the Total Paid row.

False = Total Paid row is shown.

True = Total Paid row is hidden.

False

Interest Payment Type ID

Used when making a payment to determine what type to set on the transaction for the Interest Payment.

0

0

Loss Payment Type ID.

Used when making a payment to determine what type to set on the transaction for the Loss Payment.

0

0

Field

Function / Value

Options

Default

Hide Attorney Row

Determines whether or not to hide the Explanation row.

True - Explanation row is hidden.
False = Explanation row is shown.

False = Explanation row is shown.

Validate Loss Payments

This is used to determine if the issuance of Loss Payments will be prevented without the completion of the Negotiation Tracker.

False = Issuance of Loss Payments will not be prevented without the completion of the Negotiation Tracker.

True = Issuance of Loss Payments will be prevented without the completion of the Negotiation Tracker.

False = Issuance of Loss Payments will not be prevented without the completion of the Negotiation Tracker.

Field

Function / Value

Options

Default

Initial Reserves on Reopen

This determines when a feature is reopened and initial reserve amounts are automatically added to that feature, if a note is added to the feature or not.

Implementation Specific.
False = Disable.
True = Enable.

False = Disable.

Litigation Average Reserves

Whenever litigation average reserves are assigned, this determines if a note is automatically added to the feature or not.

Implementation Specific.

False = Disable.
True = Enable.

True = Enable.

On Status Change

Automatically generate a claim note when the status of a claim feature changes.

False = Disable; do not generate a claim note when the status of a claim feature changes.
True = Enable; automatically generate a claim note when the status of a claim feature changes.

True = Enable; automatically generate a claim note when the status of a claim feature changes.

Field

Function  / Value

Options

Default

Adjuster Review

Determines if the adjuster receives a recurring review task at the feature level.

False = Disable.
True = Enable.

False = Disable.

Adjuster Review Again in X Days

Depending on the number of days, this is used to define the number of days when the claim feature is to be reviewed next by the adjuster.

User defined.

25

Adjuster Review Every X Days

Sets the number of days for subsequent workflow follow up for the adjuster on the claim feature.

User defined.

30

Admin Review

Determines if the supervisor receives a recurring review task at the feature level.

False = Disable.
True = Enable.

False = Disable.

Admin Review Again in X Days

Depending on the number of days, this is used to define the number of days when the claim feature is to be reviewed next by the supervisor.

User defined.

25

Admin Review Every X Days

Sets the number of days for subsequent workflow follow up for the supervisor on the claim feature.

User defined.

30

Special Note About: The system settings that follow. In order to use the functionality to send an Email along with the Workflow Task, you must set the "Notify XXX" to "1" - Enable in this group of settings. So, for example, if you wish the Admin of the claim to receive an Email, you must set the "Notify Admin" setting to "1" - Enable. Additionally, you must enter the Admin's Email address in the user specified as the Administrator in Diamond Administration: User Setup. If no Email address is entered, an Email will not be sent even though both settings are set to "1" - Enable.

Email Adjuster

This determines if an Email is sent with the Workflow task to the adjuster when a feature is added.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable; do not send an Email with the Workflow Task.

Email Admin

This determines if an Email is sent with the Workflow task to the administrator when a feature is added.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable; do not send an Email with the Workflow Task.

Email Admin Asst

This determines if an Email is sent with the Workflow task to the admin assistant when a feature is added.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable; do not send an Email with the Workflow Task.

Email Outside Adjuster

This determines if an Email is sent with the Workflow task to the outside adjuster when a feature is added.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable; do not send an Email with the Workflow Task.

Email Salvage Adjuster

This determines if an Email is sent with the Workflow task to the adjuster when a feature is added.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable; do not send an Email with the Workflow Task.

Email SIU Adjuster

This determines if an Email is sent with the Workflow task to the SIU adjuster when a feature is added.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable; do not send an Email with the Workflow Task.

Email Subro Adjuster

This determines if an Email is sent with the Workflow task to the Subro adjuster when a feature is added.

False = Disable; do not send an Email with the Workflow Task.
True = Enable; send an Email with the Workflow Task.

False = Disable; do not send an Email with the Workflow Task.

Notify Adjuster

Determines if the inside / outside adjuster receives a notification they are listed on a claim feature.

False = Disable.
True = Enable.

 False = Disable.

Notify Adjuster Remark

Narrative applied on the notification.

User defined.

Coverage Assignment.

Notify Admin

Determines if the supervisor receives a notification they are listed on a claim feature.

False = Disable.
True = Enable.

False = Disable.

Notify Admin Asst

Determines if the admin assistant receives a notification they are listed on a claim feature.

False = Disable.
True = Enable.

 False = Disable.

Notify Admin Asst Remark

Narrative applied on the notification.

User defined.

Coverage Assignment.

Notify Admin Remark

Narrative applied on the notification.

User defined.

Coverage Assignment.

Notify for Zero Expense Reserves

Determines if a Diary item is created or not when an expense reserve is equal to zero (0).

False = A Diary item is not created when an Expense Reserve is equal to “0.”

True = A Diary item is created when an Expense Reserve is equal to “0.”

False = A Diary item is not created when an Expense Reserve is equal to “0.”

Notify Outside Adjuster

Determines if the outside adjuster receives a notification they are listed on a claim feature.

False = Disable.
True = Enable.

False = Disable.

Notify Outside Adjuster Remark

This is the narrative applied on the notification for a feature.

User defined.

Coverage Assignment.

Notify Salvage Adjuster

Determines if the salvage adjuster receives a notification they are listed on a claim feature.

False = Disable.
True = Enable.

False = Disable.

Notify Salvage Adjuster Remark

This is the narrative applied on the notification for a feature.

User defined.

Coverage Assignment

Notify SIU Adjuster

Determines if the SIU adjuster receives a notification they are listed on a claim feature.

False = Disable.
True = Enable.

False = Disable.

Notify SIU Adjuster Remark

Narrative applied on the notification.

User defined.

Coverage Assignment.

Notify Subro Adjuster

Determines if the Subro adjuster receives a notification they are listed on a claim feature.

False = Disable.
True = Enable.

 False = Disable.

Notify Subro Adjuster Remark

Narrative applied on the notification.

User defined.

Coverage Assignment.

Outside Adjuster Review

Determines if the outside adjuster receives a recurring review task at the feature level.

False = Disable.
True = Enable.

False = Disable.

Outside Adjuster Review Again in X Days

Depending on the number of days, this is used to define the number of days when the claim feature is to be reviewed next by the outside adjuster.

User defined.

25

Outside Adjuster Review Every X Days

Sets the number of days for subsequent workflow follow up for the outside adjuster on the claim feature.

User defined.

30

Field

Function  / Value

Options

Default

Column Header

Heading title for financial spreadsheet column for ALAE / DCC expense.

DCC
ALAE / DCC
ALAE

DCC

Enabled

Disable or enable the claim financial worksheet when a new feature is entered.

False = Disable the claim financial worksheet when a new feature is entered.
True = Enable the claim financial worksheet when a new feature is entered.

True = Enable claim financial worksheet for Allocated Loss Adjustment Expense.

Reserve Enabled

For allocated loss adjustment expense, disable or enable the claim financial worksheet for entry of an initial reserve when a new feature is entered.

False = Disable the claim financial worksheet for entry of an initial reserve when a new feature is entered.
True = Enable the claim financial worksheet for entry of an initial reserve when a new feature is entered.

True = Enable the claim financial worksheet for entry of an initial reserve when a new feature is entered.

Reserve Tran Category

For system generated reserve transaction category; do not change

Blank

13

Reserve Tran Type

For system generated reserve transaction type; do not change

Blank

1400

Field

Function / Value

Options

Default

Column Header

Heading title for financial spreadsheet column for Expense Recovery. May also be customized for Reinsurance Expense Recovery

Rein Exp
Rec

Rein Exp

Enabled

Disable or enable the claim financial worksheet when a new feature is entered.

False = Disable the claim financial worksheet when a new feature is entered.
True = Enable the claim financial worksheet when a new feature is entered.

True = Enable the claim financial worksheet when a new feature is entered.

Reserve Enabled

For an expense recovery, disable or enable the claim financial worksheet for entry of an initial reserve when a new feature is entered.

False = Disable the claim financial worksheet for entry of an initial reserve when a new feature is entered.
True = Enable the claim financial worksheet for entry of an initial reserve when a new feature is entered.

True = Enable the claim financial worksheet for entry of an initial reserve when a new feature is entered.

Reserve Tran Category

For system generated reserve transaction category; do not change.

Do not change.

5

Reserve Tran Type

For system generated reserve transaction type; do not change

Do not change.

1600

Field

Function / Value

Options

Default

Column Header

Heading title for financial spreadsheet column for Loss / Indemnity.

Loss
Indemnity

Loss

Enabled

Disable or enable the claim financial worksheet when a new feature is entered.

False = Disable the claim financial worksheet when a new feature is entered.
True = Enable the claim financial worksheet when a new feature is entered.

True = Enable the claim financial worksheet when a new feature is entered.

Reserve Enabled

For an indemnity payment, disable or enable the claim financial worksheet for entry of an initial reserve when a new feature is entered.

False = Disable the claim financial worksheet for entry of an initial reserve when a new feature is entered.
True = Enable the claim financial worksheet for entry of an initial reserve when a new feature is entered.