PolicyCenter financials to BillingCenter charge properties mapping

Sum(Transaction.Amount)

Charge.Amount

Transaction amount

Cost.ChargeGroup

Charge.ChargeGroup

Group together charges that are of the same charge pattern (for treatment) and can display together or be netted out only among items in the same group. This is a text property allowing arbitrary choices for grouping. Likely uses include grouping by Location or grouping charges for the same car.

Cost.ChargePattern

Charge.ChargePattern

You can choose your desired granularity of charge patterns. You can tag individual costs (premiums or taxes/surcharges) with the proper charge pattern as part of rating, if desired.

Job.JobNumber

(Charge.BillingInstruction as PlcyBillingInstruction) .OfferNumber

Identifier for use in allocating suspense payments from a billing instruction to a policy period. This property is available on the billing instruction, policy period, and suspense payment. The Charge entity does not have this property.

Transaction .EffectiveDate

Charge.EffectiveDate

Transaction effective date, useful to calculate earned premiums or equity date.

In BillingCenter this is a derived property. If there is a policy change, the billing instruction has a modification date which becomes the effective date in BillingCenter.

If the billing instruction has no modification date, as in a submission, the policy effective date becomes the charge effective date.

Transaction .ExpirationDate

Charge.ExpirationDate

Transaction expiration date, useful to calculate earned premiums or equity date.