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Guide Updates impacting CITS Application Notification and Book of Business Feeds Published

News / Jul.04.2018

As a result of feedback from our distributor members, the CITS Base Policy Foundation Guide has been updated with new data requirements.

This guide is used by both the CITS Application Notification and Book of Business Feeds.

The version 1.8 guide along with corresponding samples, subschemas, and documentation have been posted to the CLIEDIS Resource Center.

The guide is based on ACORD version 2.40, which is the latest version of the ACORD standard, published June 30, 2018.

The changes reflected in version 1.8 of the guide are described below.

If you have any questions regarding these updates, contact support@cliedis.ca

Darlys Corbitt
Executive Director
CLIEDIS
Email: dcorbitt@cliedis.ca
Phone: 4519-702-7643

Tana Sabatino
Implementation Services Specialist
CLIEDIS
Email: tsabatino@cliedis.ca
Phone: 415-431-6666
 
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Changes:
  • Added Coverage Renewal Date (Coverage/RenewalDate) for Application Notification and Book of Business feeds
  • Added Policy Payment Method (Policy/PaymentMethod) for Application Notification and Book of Business feeds
  • Added Cost of Insurance Amount and Duration ( Coverage/ChargeTotalAmt and CostOfInsDurationDesign) for Application Notification and Book of Business feeds
  • Added distributor’s name (Party/FullName) for Distributor Party for Application Notification and Book of Business feeds
  • Added F2F indicator (ApplicationInfo/Interview/InterviewType) for Application Notification feed
  • Added Policy Paid To Date (Policy/PaidToDate) for Book of Business feed

Materials

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