Document Type Configuration - Integration for Guidewire InsuranceSuite - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard

Create the following Document Types for use with your Integration for Guidewire InsuranceSuite solution:

Note:

Depending on your system configuration, you may already have these Document Types configured, or you may wish to use similar Document Types that already exist in your system. The following table lists the default Document Types provided in the Workflow configuration file.

Document Type	Description
BIL - Billing Error	This Document Type should be configured as an Image File Format with the Activity MIKG and the Billing Account Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Account Segment Account Type Activity ID Activity Type Audit ID Description Document Security Level File Name GW Description GW File Name MAIL Message ID Policy Number Policy ID Policy Transaction ID Producer Producer ID Recipient Source Status Subtype Trouble Ticket Number Trouble Ticket ID User
BIL - Delinquency	This Document Type should be configured as an Image File Format with the Activity MIKG and the Billing Account Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Account Segment Account Type Activity ID Activity Type Audit ID Description Document Security Level File Name GW Description GW File Name MAIL Message ID Policy Number Policy ID Policy Transaction ID Producer Producer ID Recipient Source Status Subtype Trouble Ticket Number Trouble Ticket ID User
BIL - Disbursement	This Document Type should be configured as an Image File Format with the Activity MIKG and the Billing Account Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Account Segment Account Type Activity ID Activity Type Audit ID Description Document Security Level File Name GW Description GW File Name MAIL Message ID Policy Number Policy ID Policy Transaction ID Producer Producer ID Recipient Source Status Subtype Trouble Ticket Number Trouble Ticket ID User
BIL - Dispute	This Document Type should be configured as an Image File Format with the Activity MIKG and the Billing Account Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Account Segment Account Type Activity ID Activity Type Audit ID Description Document Security Level File Name GW Description GW File Name MAIL Message ID Policy Number Policy ID Policy Transaction ID Producer Producer ID Recipient Source Status Subtype Trouble Ticket Number Trouble Ticket ID User
BIL - Email	This Document Type should be configured as an Image File Format with the Activity MIKG and the Billing Account Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Account Segment Account Type Activity ID Activity Type Audit ID Description Document Security Level File Name GW Description GW File Name MAIL Message ID Policy Number Policy ID Policy Transaction ID Producer Producer ID Recipient Source Status Subtype Trouble Ticket Number Trouble Ticket ID User
BIL - Email Sent	This Document Type should be configured as an Image File Format with the Activity MIKG and the Billing Account Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Account Segment Account Type Activity ID Activity Type Audit ID Description Document Security Level File Name GW Description GW File Name MAIL Message ID Policy Number Policy ID Policy Transaction ID Producer Producer ID Recipient Source Status Subtype Trouble Ticket Number Trouble Ticket ID User
BIL - General	This Document Type should be configured as an Image File Format with the Activity MIKG and the Billing Account Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Account Segment Account Type Activity ID Activity Type Audit ID Description Document Security Level File Name GW Description GW File Name MAIL Message ID Policy Number Policy ID Policy Transaction ID Producer Producer ID Recipient Source Status Subtype Trouble Ticket Number Trouble Ticket ID User
BIL - Other	This Document Type should be configured as an Image File Format with the Activity MIKG and the Billing Account Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Account Segment Account Type Activity ID Activity Type Audit ID Description Document Security Level File Name GW Description GW File Name MAIL Message ID Policy Number Policy ID Policy Transaction ID Producer Producer ID Recipient Source Status Subtype Trouble Ticket Number Trouble Ticket ID User
BIL - Policy Transfer	This Document Type should be configured as an Image File Format with the Activity MIKG and the Billing Account Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Account Segment Account Type Activity ID Activity Type Audit ID Description Document Security Level File Name GW Description GW File Name MAIL Message ID Policy Number Policy ID Policy Transaction ID Producer Producer ID Recipient Source Status Subtype Trouble Ticket Number Trouble Ticket ID User
BIL - Renewal Carryover	This Document Type should be configured as an Image File Format with the Activity MIKG and the Billing Account Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Account Segment Account Type Activity ID Activity Type Audit ID Description Document Security Level File Name GW Description GW File Name MAIL Message ID Policy Number Policy ID Policy Transaction ID Producer Producer ID Recipient Source Status Subtype Trouble Ticket Number Trouble Ticket ID User
BIL - Subrogation	This Document Type should be configured as an Image File Format with the Activity MIKG and the Billing Account Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Account Segment Account Type Activity ID Activity Type Audit ID Description Document Security Level File Name GW Description GW File Name MAIL Message ID Policy Number Policy ID Policy Transaction ID Producer Producer ID Recipient Source Status Subtype Trouble Ticket Number Trouble Ticket ID User
CLM - Acknowledgment Letter	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Claim Closure	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Decision Worksheet	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Declination Letter	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Document	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Email Rcvd	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Attachment Count MAIL Attachment Document Handle MAIL Attachment Name MAIL Date Time MAIL From MAIL Message ID MAIL Subject MAIL To Matter ID Policy Number Reserve ID User
CLM - Email Sent	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - ISO Report	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Letter Rcvd	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Letter Sent	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Loss Notice	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Medical Records	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Medical Report	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Metro Report	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Photo	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Police Report	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Recorded Statement	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Repair Estimate	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Subrogation Letter	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
CLM - Written Statement	This Document Type should be configured as an Image File Format with the Activity, Contact, Exposure, and Matter MIKGs, as well as the Claim Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Activity ID Activity Type Adjuster Batch Number Check ID Claimant Claim Number Claim Security Role Contact Coverage Date of Loss Exposure ID Exposure Security Level Exposure Security Role Exposure Type Insured MAIL Message ID Matter ID Policy Number Reserve ID User
GW - Checks	This Document Type should be configured as an Image File Format with the Exposure Payment MIKG. In addition, it should be configured with the following Keyword Types: Activity ID Bank Account Check Amount Check ID Check Memo Check Number Claim Number Contact Cost Amount Cost Type Exposure ID Exposure Type Insured Matter ID Policy Number Reserver ID User
GW - SYS - Archived Document	This Document Type should be configured as an Image File Format. In addition, it should be configured with the following Keyword Types: Document Type gw_accountid gw_activityid gw_checkid gw_claimid gw_contactid gw_description gw_exposureid gw_filename gw_jobnum gw_policyid gw_producerid gw_reserveid gw_source User
GW - SYS - BC Document Notification	This Document Type should be configured as a Virtual Electronic Form. In addition, it should be configured with the following Keyword Types: Account Number Created Date Document Handle Document Type Modified Date Policy Number User
GW - SYS - Create ClaimCenter Activity	This Document Type should be configured as a Virtual Electronic Form. In addition, it should be configured with the following Keyword Types: Activity ID Claim Number Document Handle Document Type Exposure ID User
GW - SYS - Create BillingCenter Activity	This Document Type should be configured as a Virtual Electronic Form. In addition, it should be configured with the following Keyword Types: Account Number Activity ID Document Handle Policy Number Trouble Ticket Number Trouble Ticket ID Trouble Ticket Content Trouble Ticket Title User
GW - SYS - Create BillingCenter Note From Email	This Document Type should be configured as a Virtual Electronic Form. In addition, it should be configured with the following Keyword Types: Document Handle Document Type MAIL Attachment Count MAIL Attachment Document Handle MAIL Attachment Name MAIL Date Time MAIL From MAIL Message ID MAIL Subject MAIL To User
GW - SYS - Create Note From Email	This Document Type should be configured as a Virtual Electronic Form. In addition, it should be configured with the following Keyword Types: Claim Number Document Handle Document Type MAIL Attachment Count MAIL Attachment Document Handle MAIL Attachment Name MAIL Date Time MAIL From MAIL Message ID MAIL Subject MAIL To User
GW - SYS - Create PolicyCenter Activity	This Document Type should be configured as a Virtual Electronic Form. In addition, it should be configured with the following Keyword Types: Act Category Value Activity Category Activity ID Document Handle Role User
GW - SYS - Create PolicyCenter Note from Email	This Document Type should be configured as a Virtual Electronic Form. In addition, it should be configured with the following Keyword Types: Account Number Document Handle Document Type MAIL Attachment Count MAIL Attachment Name MAIL Date Time MAIL From MAIL Subject MAIL To Policy Number User
GW - SYS - Document Notification	This Document Type should be configured as a Virtual Electronic Form. In addition, it should be configured with the following Keyword Types: Claim Number Created Date Document Handle Document Type Modified Date User
GW - SYS - Update Keywords	This Document Type should be configured as a Virtual Electronic Form. In addition, it should be configured with the following Keyword Types: Action DataName DataValue Document Handle User
POL - Audit Report	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - Confirmation Letter	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - Credit Report	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - Declination Letter	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - Document	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - Email	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - Inspection Report	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - Loss History	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - New Business Application	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - Policy Summary	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - Quote	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - Renewal Information	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description Document Security Level File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User
POL - Statement	This Document Type should be configured as an Image File Format with the Job MIKG and the POL-Policy Number AutoFill Keyword Set. In addition, it should be configured with the following Keyword Types: Account Name Account Number Account Public ID Activity ID Audit ID Description File Name GW Description GW File Name Job Number Job ID Job Date Job Type MAIL Message ID Policy Number Policy ID Policy Security ProducerCode Policy Transaction ID Policy Type Producer Producer ID Recipient Source Status Subtype Transaction ID Underwriter User