v4.8 Change to Rules
v4.8 Changes to rules #
The following rules have been changed and will require action on the part of users to maintain existing (or comparable) functionality.
PreviousMessageMappingRule has replaced PreviousMessageReferenceRule. The old rule is still available and both are optional to allow switch-over.
Example Mapping Sets and XPATH:
| NAME | FRK_MSG_TYPE | IS_NOT_SPECIFIC | ORDER_N | DESCRIPTION | FRK_MATCHING_RULE |
|---|---|---|---|---|---|
| TA Receiver Ref CP RCSR | ACORD_TECHACC | N | 110 | TA Contract Period Start End | EXT_MATCH_POP |
| TA Receiver Ref CP RCSR | ACORD_TECHACC | N | 110 | TA Sender Contract Section Reference | EXACT_MATCH |
| TA Receiver Ref CP RCSR | ACORD_TECHACC | N | 110 | Receiver Contract Reference | EXT_MATCH_POP |
| TA Receiver Ref CP RCSR | ACORD_TECHACC | N | 110 | TA Receiver Contract Section Reference | EXT_MATCH_POP |
| TA Receiver Ref CP HLR | ACORD_TECHACC | N | 112 | TA HighLevelReference | EXT_MATCH_POP |
| TA Receiver Ref CP HLR | ACORD_TECHACC | N | 112 | TA Contract Period Start End | EXT_MATCH_POP |
| TA Receiver Ref CP HLR | ACORD_TECHACC | N | 112 | Receiver Contract Reference | EXT_MATCH_POP |
| TA Receiver Ref Risk Code | ACORD_TECHACC | N | 114 | TA Lloyds Risk Code | EXT_MATCH_POP |
| TA Receiver Ref Risk Code | ACORD_TECHACC | N | 114 | TA Contract Period Start End | EXT_MATCH_POP |
| TA Receiver Ref Risk Code | ACORD_TECHACC | N | 114 | Receiver Contract Reference | EXT_MATCH_POP |
| TA Receiver Ref CP SCSR | ACORD_TECHACC | N | 120 | TA Sender Contract Section Reference | EXT_MATCH_POP |
| TA Receiver Ref CP SCSR | ACORD_TECHACC | N | 120 | TA Contract Period Start End | EXT_MATCH_POP |
| TA Receiver Ref CP SCSR | ACORD_TECHACC | N | 120 | Receiver Contract Reference | EXT_MATCH_POP |
| TA Receiver Ref CP | ACORD_TECHACC | Y | 130 | Receiver Contract Reference | EXT_MATCH_POP |
| TA Receiver Ref CP | ACORD_TECHACC | Y | 130 | TA Contract Period Start End | EXT_MATCH_POP |
| TA Sender Ref CP RCSR | ACORD_TECHACC | N | 140 | TA Receiver Contract Section Reference | EXT_MATCH_POP |
| TA Sender Ref CP RCSR | ACORD_TECHACC | N | 140 | TA Sender ID | EXT_MATCH_POP |
| TA Sender Ref CP RCSR | ACORD_TECHACC | N | 140 | TA Contract Period Start End | EXT_MATCH_POP |
| TA Sender Ref CP RCSR | ACORD_TECHACC | N | 140 | TA Sender Contract Section Reference | EXACT_MATCH |
| TA Sender Ref CP HLR | ACORD_TECHACC | N | 142 | TA HighLevelReference | EXT_MATCH_POP |
| TA Sender Ref CP HLR | ACORD_TECHACC | N | 142 | TA Contract Period Start End | EXT_MATCH_POP |
| TA Sender Ref CP HLR | ACORD_TECHACC | N | 142 | TA Sender ID | EXT_MATCH_POP |
| TA Sender Ref CP Risk Code | ACORD_TECHACC | N | 144 | TA Lloyds Risk Code | EXT_MATCH_POP |
| TA Sender Ref CP Risk Code | ACORD_TECHACC | N | 144 | TA Sender ID | EXT_MATCH_POP |
| TA Sender Ref CP Risk Code | ACORD_TECHACC | N | 144 | TA Contract Period Start End | EXT_MATCH_POP |
| TA Sender Ref CP SCSR | ACORD_TECHACC | N | 150 | TA Sender ID | EXT_MATCH_POP |
| TA Sender Ref CP SCSR | ACORD_TECHACC | N | 150 | TA Contract Period Start End | EXT_MATCH_POP |
| TA Sender Ref CP SCSR | ACORD_TECHACC | N | 150 | TA Sender Contract Section Reference | EXT_MATCH_POP |
| TA Sender Ref CP | ACORD_TECHACC | Y | 160 | TA Contract Period Start End | EXT_MATCH_POP |
| TA Sender Ref CP | ACORD_TECHACC | Y | 160 | TA Sender ID | EXT_MATCH_POP |
| Placing Receiver Ref CP RCSR | ACORD_PLA | N | 500 | Placing Section Level Sender Contract Section Reference | EXT_MATCH_POP |
| Placing Receiver Ref CP RCSR | ACORD_PLA | N | 500 | Placing Section Level Receiver Contract Section Reference | EXT_MATCH_POP |
| Placing Receiver Ref CP RCSR | ACORD_PLA | N | 500 | Receiver Contract Reference | EXT_MATCH_POP |
| Placing Receiver Ref CP RCSR | ACORD_PLA | N | 500 | Placing Contract Period | EXT_MATCH_POP |
| Receiver Contract Reference | `jv-ins-re:Contract[jv-ins-re:InsurerReference[translate(., ‘PA_’,‘pa ‘) != ‘please advise’]]/jv-ins-re:InsurerReference |
| TA Sender Contract Section Reference | `jv-ins-re:Subaccount/jv-ins-re:ContractSection/jv-ins-re:CedentContractSectionReference[//jv-ins-re:TechAccount[attribute::Sender=‘cedent’]] |
| TA Receiver Contract Section Reference | `jv-ins-re:Subaccount/jv-ins-re:ContractSection/jv-ins-re:InsurerContractSectionReference[translate(., ‘PA_’,‘pa ‘) != ‘please advise’] |
| TA Sender ID | `jv-ins-re:Cedent/jv-ins-re:Party/jv-ins-re:Id/attribute::Agency[//jv-ins-re:TechAccount[attribute::Sender=‘cedent’]] |
| TA Underwriting Year | jv-ins-re:Subaccount/jv-ins-re:ContractSection/jv-ins-re:UnderwritingYear |
| TA Contract Period Start End | `jv-ins-re:Subaccount/jv-ins-re:ContractSection/jv-ins-re:ContractPeriod/jv-ins-re:StartDateTime |
| TA Sender Contract Reference | `jv-ins-re:Contract/jv-ins-re:CedentReference[//jv-ins-re:TechAccount[attribute::Sender=‘cedent’]] |
| TA Lloyds Risk Code | jv-ins-re:Extension//*[local-name()='RiskCode'] |
| TA HighLevelReference | jv-ins-re:Subaccount/jv-ins-re:ContractSection/jv-ins-re:HighLevelReference |
| Placing Section Level HLR | //jv-ins-re:ContractSection[attribute::ContractReportingLevel='section_level']/jv-ins-re:HighLevelReference |
| Placing Section Level Sender Contract Section Reference | `//jv-ins-re:ContractSection[attribute::ContractReportingLevel=‘section_level’ and //jv-ins-re:Placing[attribute::Sender=‘cedent’]]/jv-ins-re:CedentContractSectionReference |
| Placing Section Level Receiver Contract Section Reference | `//jv-ins-re:ContractSection[attribute::ContractReportingLevel=‘section_level’]/jv-ins-re:InsurerContractSectionReference |
Section References for ACORD 2016-10 #
Jv-Ins-Reinsurance Version 2016-10 TechAccount Referencing.
The presumption of referencing is that a first message would either link to an Insured Period via provided references or be manually located and linked. Subsequent messages should then reference automatically.
A ceded (Sender) contract may be mapped to multiple contracts and / or sections. The sender contract reference may be added to the section references on one or more contracts which may be on a parent section. This will be used to look up the Insured Period (presuming only one would identically match), otherwise manually linked on the first message.
More Reference types can be added manually via Reference Data table 01212, if required.
A specific section would be located via the contract section references via Section Mappings or manually linked.
Validation can be performed that references match the section / section hierarchy to ensure that sender and receiver references are present and correct.
A second message (given receiver section reference was previously not present) would then reference to an Insured Period via Receiver Contract Reference and Section via Receiver Contract (Section) Reference.
Subsequent messages should match and reference via the PreviousMessageMapping rule although validation on contract section references can still be performed.
The Previous Message Mapping for a TA would be on Contract Dates, Receiver Contract Reference Populated and Receiver Contract (Section) Populated.
Example XPaths for Message Fields #
References extracted ignoring TBA etc. having no digit.
Receiver Contract Reference
jv-ins-re:Contract[jv-ins-re:InsurerReference[translate(., ‘[^0-9]’, ‘[^0-9]’) != translate(., ‘[^0-9]’, ‘’)]]/jv-ins-re:InsurerReference | jv-ins-re:Contract[jv-ins-re:ReinsurerReference[translate(., ‘[^0-9]’, ‘[^0-9]’) != translate(., ‘[^0-9]’, ‘’)]]/jv-ins-re:ReinsurerReference
TA Receiver Contract Section Reference
jv-ins-re:Subaccount/jv-ins-re:ContractSection/jv-ins-re:ContractMarket/jv-ins-re:InsurerContractReference[translate(., ‘[^0-9]’, ‘[^0-9]’) != translate(., ‘[^0-9]’, ‘’)] | jv-ins-re:Subaccount/jv-ins-re:ContractSection/jv-ins-re:ContractMarket/jv-ins-re:ReinsurerContractReference[translate(., ‘[^0-9]’, ‘[^0-9]’) != translate(., ‘[^0-9]’, ‘’)]
TA Contract Period Start End
jv-ins-re:Subaccount/jv-ins-re:ContractSection/jv-ins-re:ContractPeriod/jv-ins-re:StartDateTime | // jv-ins-re:Subaccount/jv-ins-re:ContractSection/jv-ins-re:ContractPeriod/jv-ins-re:StartDate | //jv-ins-re:Subaccount/jv-ins-re:ContractSection/jv-ins-re:ContractPeriod/jv-ins-re:EndDateTime | //jv-ins-re:Subaccount/jv-ins-re:ContractSection/jv-ins-re:ContractPeriod/jv-ins-re:EndDate