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

Integration for Guidewire InsuranceSuite

Platform
OnBase
Product
Integration for Guidewire InsuranceSuite
Release
Foundation 22.1
License
Standard
Essential
Premier

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