9.13. Identifiers
The Identifiers tab is used for creating Automatic Identifier series for different kinds of objects in SICS e.g. Business Partners, Banks, Documents, etc. This enables the system to generate a unique Identifier when these objects are created, according to the rules set up by you.
Note! That definition of the following identifiers are handled in separate chapters:
- Business Identifiers
Ref: System Administration Guide, Business Identifiers - Claim Identifiers (P&C and GR)
Ref: System Administration Guide, Claims
Creating new Identifier Series #
All identifier series are created in the same way independent of which object is selected.
- Select New from the pop-up menu. The system opens Create: Identifier Series
- Select the object the series should be used for (Business Partner, Bank etc)
- Enter Prefix, Minimum Number, Maximum Number
- Active flag is defaulted to selected, but if you want to inactivate a series, you clear the active flag
- Select which applications of SICS the new series is valid for:
- Life
- P&C
- P&C and Life
- Click OK to save the new Identifier Series or continue creating new Selection Rule
Field Description - Create New Identifiers Series #
| Field | Description |
|---|---|
| ID Series For: | Name of the object this Identifier series is created for Values: Available objects to be selected from drop-down list Mandatory: Yes Applicable for: P&C, Cede, Life |
| Prefix: | First part of identifier series Values: Maximum number of positions: 1_0_ Mandatory: No Applicable for: P&C, Cede, Life |
| Minimum Number: | Number given to the first object created from this identifier series Values: Minimum value: 0 Maximum value: 9 999 999 9 Mandatory: Yes Applicable for: P&C, Cede, Life |
| Maximum Number: | The highest number possible given to an object created from this identifier series Values: Minimum value: 1 Maximum value: 9 999 999 9 Mandatory: Yes Applicable for: P&C, Cede, Life |
| Last Used Number: | Last number used for this Identifier series. Is updated by the system, but can be changed manually. Applicable for: P&C, Cede, Life |
| Active: | Indication whether the Identifier series is in use Values: Yes/ No Applicable for: P&C, Cede, Life |
Create new Selection Rule for Identifiers Series #
- Select the Identifiers Series that you want to create a Selection Rule for
- Select New from pop-up menu in the Selection Criteria window.
- Select the Classification Type that you want to enter selection criteria for
- Select from the values that becomes available
- When you have completed selections for the new rule, click OK
Selection Criteria #
The selection criteria available are dependent on the object that you have created the Identifier Series for:
| Identifier For: | Selection Criteria: | Applicable For: |
|---|---|---|
| Business Partner: | Business Partner Type (e.g. Insured, Broker, Reinsurer) Party Type (e.g. business Partner, Person, Bank, Third Party) |
P&C, Cede, Life |
| Person | Person Category (e.g. Employer, Owner) Gender (Male, Female) |
P&C, Cede, Life |
| Bank | P&C, Cede, Life | |
| Master Treaty Business Group | P&C, Cede, Life | |
| Risk Unit Business Group | Cede | |
| Document: | Document Per (e.g. Accounting Order, Business Partner, Cession, Claim Document Type (e.g. Billing Statement, Cash Claim, Instalment Premium Closing) |
P&C |
| Document Template | P&C | |
| Order | Type of Order(E.g. Cession Renewal) Type of Order Behaviour (e.g. Actual, Template) |
P&C, Life |
| Claim | Claim Administration Type (e.g. Individual, Group, Bulk) | Life |
| Claim Header | Life | |
| Insurable Object | Gender (Male, Female) |
Life |
| Marine Claim | Main Class of Business (e.g. Marine Direct) Class of Business (e.g. Marine hull, Marine Cargo) |
P&C |
| Claims Program | P&C | |
| Section | No selection criteria. | P&C, Cede |
| Cession | Level of Business (e.g. Assumed Business, Administrative Business) | P&C |
| Declaration | Level of Business (e.g. Assumed Business, Administrative Business) | P&C |
| Task Management Template | P&C, Cede, Life | |
| Task Management Process | P&C, Cede, Life | |
| Insured Period | Level of Business (e.g. Assumed Business, Outward Cedent’s Contract)Main Class of Business ( e.g. Property, Marine) Access Code | P&C, Cede, Life |
Identifier Selection Rules
The rules define which Identifier Series should be used when a new object is created. This is how the system determines whether or not a rule “matches” an object:
- The matching algorithm always starts with checking the most “Detailed” rule.
- If a rule has many values defined for the same selection criteria, only objects that have all these values will match the rule (e.g. Identifier series for Marine Claim, has both Marine Hull and Marine Cargo as Class of Business, only Marine Claim with both theses COB will match the rule)
- If a rule has many values for a selection criteria, but the object can only have one, all objects with one of these will match the rule (e.g. a Cession or a Declaration can only have one level of Business)
- If a rule contains selection items of different types (e.g. level of Business and MCOB), then the object must match all the types, in order to match the rule.
- If an ID series has more than one rule, a business only has to match one of the rules.