Basics tab for form patterns

Field	Description
Code	The form pattern code. This value must be globally unique. PolicyCenter stores this value in the `FormPatternCode` field of the `Form` and uses the value to link the form to a form pattern.
Number	The form number. Technically, this is an arbitrary string, but it typically is the form number used by the issuance system. This field is the form label that shows in the PolicyCenter user interface. PolicyCenter sets this value in the `FormNumber` field of a `Form` inferred from this pattern.
Edition	The form edition. PolicyCenter uses this value, in conjunction with the `Form Number` field, to indicate if two or more patterns are different editions of the same form. Similar to `Form Number`, this is technically an arbitrary string, but typically, it is the edition used by the issuance system. Important: If you add a new edition, you must also update the availability dates of the old and new patterns. Merely setting the edition is not sufficient.
Name	A human-readable description of the form pattern. By default, PolicyCenter sets this value in the `FormDescription` field of a `Form` during form inference.
Any data related to this form collected after quote?	PolicyCenter uses this field to infer forms either at quote or at bind. If you answer Yes, then the form is inferred at quote and bind. However, in submission policy transactions, the form is inferred at quote and issuance. In submissions, forms are removed at bind. If you answer No, the form is inferred only at quote. The Quote button in a policy transaction initiates forms inference. Quote-time inference happens immediately after the quote comes back and before it appears within PolicyCenter. Quote-time inference adds forms for which the form pattern specifies either quote-time or bind-time. This behavior is so that the user can see an estimate of the bind-time forms along with the quote. PolicyCenter removes and re-infers the bind-time forms when the policy transaction is bound. For bind-time forms, the Bind button in a policy transaction initiates forms inference. Bind-time inference happens just prior to binding the branch. Bind-time inference removes any bind-time forms temporarily added during quote time. It then adds back only those forms for which the form pattern specifies bind-time. This field sets the `FormInferenceTime` typelist in `FormPattern.InferenceTime` to either `quote` or `bind`.
Assign an endorsement number to this form?	Answer Yes if this form must have an endorsement number assigned to it at inference time. The endorsement number indicates the order in which the form is added to the policy. The insurer decides whether the form requires an endorsement number. Some insurers may require an endorsement number for forms added after issuing the policy. For example, a form added in a policy change requires an endorsement number.
Priority	An integer value that PolicyCenter uses to determine: The order for assigning an endorsement number The processing order for forms during form inference PolicyCenter processes and numbers the lower numbers first. PolicyCenter interprets a `null` value for this field as `MAX_INT`.
Integration Fields > Reference Code	Provided as a field for your customization. The base configuration of PolicyCenter does not use this field. You can use this field to specify a code for other systems in your enterprise to identify this form.

Code

The form pattern code. This value must be globally unique. PolicyCenter stores this value in the FormPatternCode field of the Form and uses the value to link the form to a form pattern.

Number

The form number. Technically, this is an arbitrary string, but it typically is the form number used by the issuance system. This field is the form label that shows in the PolicyCenter user interface. PolicyCenter sets this value in the FormNumber field of a Form inferred from this pattern.

Edition

The form edition. PolicyCenter uses this value, in conjunction with the Form Number field, to indicate if two or more patterns are different editions of the same form. Similar to Form Number, this is technically an arbitrary string, but typically, it is the edition used by the issuance system.

Important: If you add a new edition, you must also update the availability dates of the old and new patterns. Merely setting the edition is not sufficient.

Name

A human-readable description of the form pattern. By default, PolicyCenter sets this value in the FormDescription field of a Form during form inference.

Any data related to this form collected after quote?

PolicyCenter uses this field to infer forms either at quote or at bind.

If you answer Yes, then the form is inferred at quote and bind. However, in submission policy transactions, the form is inferred at quote and issuance. In submissions, forms are removed at bind.

If you answer No, the form is inferred only at quote.

The Quote button in a policy transaction initiates forms inference. Quote-time inference happens immediately after the quote comes back and before it appears within PolicyCenter. Quote-time inference adds forms for which the form pattern specifies either quote-time or bind-time. This behavior is so that the user can see an estimate of the bind-time forms along with the quote. PolicyCenter removes and re-infers the bind-time forms when the policy transaction is bound.

For bind-time forms, the Bind button in a policy transaction initiates forms inference. Bind-time inference happens just prior to binding the branch. Bind-time inference removes any bind-time forms temporarily added during quote time. It then adds back only those forms for which the form pattern specifies bind-time.

This field sets the FormInferenceTime typelist in FormPattern.InferenceTime to either quote or bind.

Assign an endorsement number to this form?

Answer Yes if this form must have an endorsement number assigned to it at inference time.

The endorsement number indicates the order in which the form is added to the policy. The insurer decides whether the form requires an endorsement number.

Some insurers may require an endorsement number for forms added after issuing the policy. For example, a form added in a policy change requires an endorsement number.

Priority

An integer value that PolicyCenter uses to determine:

The order for assigning an endorsement number
The processing order for forms during form inference

PolicyCenter processes and numbers the lower numbers first. PolicyCenter interprets a null value for this field as MAX_INT.

Integration Fields > Reference Code

Provided as a field for your customization. The base configuration of PolicyCenter does not use this field. You can use this field to specify a code for other systems in your enterprise to identify this form.