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Multiple risks with upload file
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To setup multiple risks with upload file, please contact Contemi to do the initial setup. At the moment, please do not modify anything in this setting if it’s existing. |
When you select “Multiple risks with upload file”, these fields will be shown up:
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UploadReference: select UploadReference Tag question. This is the control to select the upload file defined under Questions tab.
Custom Period For Insured Object: default is unchecked. See <TBD>. Fleet policy with custom period
PremiumReportingColumn: name of Premium reporting column.
ErrorReportingColumn: name of Error reporting column.
MinNumberOfRows: default value = 1. This means at least 1 insured object must be specified.
ErrorMessageForTableRows: error message to be displayed when user does not specify any insured object or tries to add more than 6 insured objects.
ErrorMessageForTableStructure: error message to be displayed when there is a missing object question (column) caused by incorrect upload file setup.
Upload File Template: upload Upload File Template to be used. This template will be displayed on quote for user to download and fill in list of insured objects.
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RepeatingObjectReference: question tag name to be used for the object identifier/reference. It’s usually the Insured object name.
MinNumberOfRows: default value = 1. This means at least 1 insured object must be specified.
MaxNumberOfRows: the maximum number of objects that user can add to the quote.
ErrorMessageForTableRows: error message to be displayed when user does not specify any insured object or tries to add more than 6 insured objects.
ErrorMessageForTableStructure: error message to be displayed when there is error in product JSON setup.a missing object question caused by incorrect product JSON setup.
Understand product JSON (Advanced users)
For multiple-risks product setup, there are three important JSON code blocks that you need to configure:
SharedObjectModel: define the Questions, IdentifyQuestions, PurchaseConstraints, CustomValidations that will be for policy level information.
InsuredObjectModel: define the Questions, IdentifyQuestions, PurchaseConstraints, CustomValidations that will be for insured object level information.
InsuredObjectModelStrategy: define the insured object model strategy. Use this InsuredObjectModel.CompositeInsuredObjectModelStrategy for multiple-risks product.
Example 1: JSON code block for Multiple Risks with Upload file
| Code Block | ||
|---|---|---|
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"InsuredObjectModel": {
"Questions": [
{
"$id": "CommodityTypeTag",
"$type": "InsuredObjectModel.LookupChoiceQuestionDefinition",
"TagName": "CommodityTypeTag",
"SourceLookup": {
"$ref": "CommodityType"
},
"IsRequired": true
},
{
"$id": "SumInsuredTag",
"$type": "InsuredObjectModel.DecimalQuestionDefinition",
"TagName": "SumInsuredTag",
"IsRequired": true
},
{
"$id": "PremiumTag",
"$type": "InsuredObjectModel.DecimalQuestionDefinition",
"TagName": "PremiumTag",
"IsRequired": true
}
],
"IdentityQuestions": [
{
"$ref": "CommodityTypeTag"
}
],
"PurchaseConstraints": [],
"CustomValidations": []
},
"SharedObjectModel": {
"Questions": [
{
"$id": "TypeOfTransitTag",
"$type": "InsuredObjectModel.LookupChoiceQuestionDefinition",
"TagName": "TypeOfTransitTag",
"IsRequired": true,
"SourceLookup": {
"$ref": "TypeOfTransit"
}
},
{
"$id": "VoyageExpectedDateTag",
"$type": "InsuredObjectModel.DateQuestionDefinition",
"TagName": "VoyageExpectedDateTag",
"IsRequired": true
},
{
"$id": "InsuredInfoTag",
"$type": "InsuredObjectModel.RepeatingQuestionDefinition",
"TagName": "InsuredInfoTag",
"IsRequired": true
}
],
"IdentityQuestions": [
{
"$ref": "TypeOfTransitTag"
}
],
"PurchaseConstraints": [],
"CustomValidations": []
},
"InsuredObjectModelStrategy": {
"$type": "InsuredObjectModel.CompositeInsuredObjectModelStrategy",
"RepeatingObjectReference": {
"$ref": "InsuredInfoTag"
},
"MinNumberOfRows": 1,
"MaxNumberOfRows": 6,
"ErrorMessageForTableRows": "At least one insured objects, up to a maximum of 6",
"ErrorMessageForTableStructure": "Error in Product Setup"
} |
Example 2: JSON code block for Multiple Risks with Repeating section
| Code Block | ||
|---|---|---|
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"InsuredObjectModel": {
"Questions": [
{
"$id": "VehicleRegistrationNumberTag",
"$type": "InsuredObjectModel.TextQuestionDefinition",
"TagName": "VehicleRegistrationNumberTag",
"DisplayName": "Registration Number",
"MaxLength": 30,
"IsRequired": true
},
{
"$id": "MakeTag",
"$type": "InsuredObjectModel.TextQuestionDefinition",
"TagName": "MakeTag",
"DisplayName": "Make",
"IsRequired": true
},
{
"$id": "ModelTag",
"$type": "InsuredObjectModel.TextQuestionDefinition",
"TagName": "ModelTag",
"DisplayName": "Model",
"IsRequired": true
},
{
"$id": "TPLSelectorTag",
"$type": "InsuredObjectModel.TextQuestionDefinition",
"TagName": "TPLSelectorTag",
"DisplayName": "Third party liability"
},
{
"$id": "TPLPremiumTag",
"$type": "InsuredObjectModel.DecimalQuestionDefinition",
"TagName": "TPLPremiumTag",
"DisplayName": "TPLPremium"
}
],
"IdentityQuestions": [
{
"$ref": "MakeTag"
},
{
"$ref": "VehicleRegistrationNumberTag"
}
],
"PurchaseConstraints": [],
"CustomValidations": []
},
"SharedObjectModel": {
"Questions": [
{
"$id": "PolicyholderNameTag",
"$type": "InsuredObjectModel.TextQuestionDefinition",
"TagName": "PolicyholderNameTag",
"IsRequired": true
},
{
"$id": "UploadReferenceTag",
"$type": "InsuredObjectModel.UploadFileQuestionDefinition",
"TagName": "UploadReferenceTag",
"MaxSize": 100,
"AllowedExtensions": [
".xlsx"
],
"IsRequired": true,
"IsRequiredForPriceCalculation": true
}
],
"IdentityQuestions": [
{
"$ref": "PolicyholderNameTag"
}
],
"PurchaseConstraints": [],
"CustomValidations": []
},
"InsuredObjectModelStrategy": {
"$type": "InsuredObjectModel.CompositeInsuredObjectModelStrategy",
"UploadReference": {
"$ref": "UploadReferenceTag"
},
"PremiumReportingColumn": "Premium",
"ErrorReportingColumn": "Errors",
"MinNumberOfRows": 1,
"ErrorMessageForTableRows": "Number of insured objects should be 1 at least.",
"ErrorMessageForTableStructure": "Missing '{0}' Column for {1}",
"EnableCustomPeriod": true,
"ProrataType": {
"$type": "ProrataType.Annual365DistributionStrategy"
} |