IPPOAD Insurance policy administration

TBG8 Insurance

The Insurance policy administration message is exchanged between insurers, insurance intermediaries, clients and third parties for the purpose of policy administration. It covers the administration of a policy from initial placing, through adjustment and renewal to cancellation as well as providing policy declarations to third parties.

Send feedback Share via email

Header

Position
Segment
Name
Max use

  1. A service segment starting and uniquely identifying a message. The message type code for the Insurance policy administration message is IPPOAD. Note: Insurance policy administration messages conforming to this document must contain the following data in segment UNH, composite S009: Data element 0065 IPPOAD 0052 D 0054 11B 0051 UN

    1. Data element S009/0057 is retained for upward compatibility. The use of
    S016 and/or S017 is encouraged in preference.
    2. The combination of the values carried in data elements 0062 and S009 shall
    be used to identify uniquely the message within its group (if used) or if
    not used, within its interchange, for the purpose of acknowledgement.

  2. To specify the type of business transaction contained within the message.

  3. To specify coded attributes related to the business transaction contained within the message, such as the subset of data from the data model that supports this message e.g. Motor, Household.

  4. To specify references related to the business transaction, such as the primary reference that is used to link the transaction contained within this message to a set of related transactions contained within other messages.

  5. To specify dates related to the business transaction, such as the date processed.

  6. To specify quantities related to the business transaction, such as the number of transactions in a set of related transactions linked by one primary reference.

  7. To specify the sequence of this business transaction in a set of related business transactions.

  8. Segment group 1
    Repeat 9

    1. To specify one party related to the business transaction, such as message originator, ultimate recipient and software supplier.

    2. Segment group 2
      Repeat 9

      1. To provide a reference that identifies one software component together with the version of the software.

      2. To specify dates related to the software component, such as effective date and date applied to system.

  9. Segment group 3
    Repeat 999

    1. To identify the insurance product defined within one insurance policy.

    2. To provide identification numbers for the policy as specified by the intermediary, insurer and client.

    3. To specify how the policy segment group is to be processed, such as added, deleted or changed.

    4. To specify coded attributes related to the policy, such as policy status code, cancellation basis code.

    5. To specify calculation base and target currencies for the premiums contained within the message together with the exchange rate if applicable.

    6. To specify dates related to the contract, such as inception date, renewal date, transaction (business) effective date, transaction (business) end date.

    7. To specify non premium monetary amounts for the policy, such as the maximum value of risk objects at any one location.

    8. To specify percentages related to the policy such as commission rate.

    9. To specify quantities related to the policy.

    10. To provide the response to coded questions, such as 'Is the completed proposal form to be held by the broker?'.

    11. To specify references related to the policy, such as quotation reference, quote authorisation reference.

    12. To provide additional text information related to the policy, such as transaction description.

    13. Segment group 4
      Repeat 999

      1. Provides a coded identification of one type of input or output component related to the policy.

      2. To provide identification numbers for the policy component as specified by the intermediary, insurer and client. May also contain the identification numbers of parties or objects to cross refer policy conditions to specific parties or objects to whom they apply.

      3. Contains a coded indication of how this policy component is to be processed, such as added, deleted or changed.

      4. To specify coded attributes related to the policy component, such as cover code, rounding applied code.

      5. To specify how the policy component is to be communicated to the insurer or intermediary and the number for communication. Used when the component is described in an external file or document.

      6. To specify dates related to the policy component, such as cover commencement date, cover end date.

      7. To specify a link to an external file that is related to the policy.

      8. To specify monetary amounts related to the policy component, such as gross premium, net premium, cover premium.

      9. To specify percentages related to the policy component, such as cover percentage limit increase.

      10. To specify the response to coded questions concerning the policy component, such as 'Is cover excluded?', 'Is cover referred?'.

      11. To specify quantities related to the policy component, such as number of objects covered, number of declarations.

      12. To specify references related to the policy component, such as declaration reference, quotation condition reference.

      13. To specify text information about the policy component, such as condition wording.

      14. Segment group 5
        Repeat 99

        1. To specify one type of component used in the premium calculation for a policy cover.

        2. To provide identification numbers for the premium calculation component as specified by the intermediary, insurer and client.

        3. To specify a geographic limit on a policy cover, which may be expressed as a location, an address or a country.

        4. To specify coded attributes related to the premium component, such as reduced term premium calculation type code, rounding applied code, loading type code, discount type code.

        5. To specify dates related to the premium component such as review date, cover duration limit.

        6. To specify monetary amounts for the premium component, such as loading amount, discount amount, tax amount, excess amount.

        7. To specify percentages relating to the premium component, such as tax percentage, loading percentage, discount percentage.

        8. To specify the response to coded question about the premium component, such as 'Is broker's wording to be used instead of insurer's for the endorsement?', 'Is this component referred?'.

        9. To specify quantities relating to the premium component, such as number of points (when the component value is being expressed in points).

        10. To provide text information about the premium component, such as endorsement wording.

  10. Segment group 6
    Repeat 9999

    1. To identify one party related to an insurance policy described within this message.

    2. To specify identification numbers for the party as specified by the intermediary, insurer and client. May also contain identification numbers of a policy (to link the party to one policy if the contract is for a package of policies) or objects (to link the party to specific objects).

    3. Contains a coded indication of how this party is to be processed, such as added, deleted or changed.

    4. To specify coded attributes related to the party, such as legal information, value added tax status.

    5. To specify communication numbers for the party, such as telephone number, fax number.

    6. To specify dates related to the party, such as birth date, date of national residency.

    7. To specify a location for the party.

    8. To specify monetary amounts related to the party, such as turnover.

    9. To specify percentages related to the party, such as percentage of value added tax exemption.

    10. To provide the response to coded questions about the party, such as 'Has the party had any claims in the last 5 years?', 'Does the party smoke?', 'Has the party ever been refused insurance?'.

    11. To specify quantities relating to the party such as number of vehicles owned, number of vehicles accessible, number of children.

    12. To specify references relating to the party, such as value added tax registration number, company registration number.

    13. To provide text information describing the party, such as vehicle access description, residency description.

    14. Segment group 7
      Repeat 9

      1. To specify the name of one contact for the party.

      2. To provide communication numbers for the party contact, such as telephone number, fax number.

    15. Segment group 8
      Repeat 999

      1. Provides a coded identification of one type of input or output component related to the party.

      2. To provide identification numbers for the party component as specified by the intermediary, insurer and client.

      3. Contains a coded indication of how this party component is to be processed, such as added, deleted or changed.

      4. To specify address details for a party.

      5. To specify coded attributes relating to the party component, such as licence restriction code, restriction reason code, type of blood alcohol test code.

      6. To provide communication details relating to a party component, such as telephone and fax numbers at address and communication method for an external file.

      7. To specify dates relating to the party component, such as date established at address, date of incident, date of conviction.

      8. To specify a link to an external file that is related to the party.

      9. To provide one set of employment details for a party.

      10. To provide one set of financial account details for a party.

      11. To specify coded items relating to the party component, such as conviction code.

      12. To specify monetary amounts relating to the party component, such as fine amount.

      13. To specify percentages relating to the party component, such as cover percentage.

      14. To provide the response to coded questions relating to the party component, such as 'Does the conviction arise from an accident?', 'Is the cover excluded?', 'Does the licence have restrictions?'.

      15. To specify quantities relating to the party component, such as number of penalty points, number of motor cycle test attempts.

      16. To specify references relating to the party component, such as payment card reference number.

      17. To provide additional text information relating to the party component, such as offence description.

      18. Segment group 9
        Repeat 99

        1. To specify one type of component used in the premium calculation for a party cover.

        2. To provide identification numbers for the premium calculation component as specified by the intermediary, insurer and client.

        3. To specify a geographic limit on a party cover, which may be expressed as a location, an address or a country.

        4. To specify coded attributes relating to the premium component, such as reduced term premium calculation type code, rounding applied code, loading type code, discount type code.

        5. To specify dates relating to the premium component, such as review date, cover duration limit.

        6. To specify monetary amounts for the premium component, such as loading amount, discount amount, tax amount, excess amount.

        7. To specify percentages relating to the premium component, such as tax percentage, loading percentage, discount percentage.

        8. To provide the response to a coded question relating to the premium component, such as 'Is the brokers wording to be used instead of the insurers for the endorsement?', 'Is this component referred?'.

        9. To specify quantities relating to the premium component, such as number of points (when the component value is being expressed in points).

        10. To provide text information about the premium component, such as endorsement wording.

  11. Segment group 10
    Repeat 9999

    1. To identify one object at risk that is to be covered under this policy.

    2. To provide identification numbers for the risk object as specified by the intermediary, insurer and client. May also contain identification numbers from the policy or party group in order to link the risk object to one policy or to link parties to the object.

    3. To specify how the risk object segment group is to be processed, such as added, deleted or changed.

    4. To specify coded attributes relating to the risk object such as vehicle body category, type of dwelling.

    5. To specify communication numbers for the risk object, such as telephone and fax numbers.

    6. To specify dates relating to the risk object, such as date of purchase, date first registered, date built, date of odometer reading.

    7. To specify measurements relating to the risk object, such as engine capacity, floor area, object volume.

    8. To specify monetary values relating to the risk object, such as paid value, market value, agreed value.

    9. To specify percentages relating to the risk object.

    10. To provide the response to coded questions about the risk object, such as 'Has the vehicle been modified?', 'Is there a sidecar attached?', 'Is there sole occupancy?'.

    11. To specify quantities relating to the risk object, such as number of seats, number of bedrooms, number of stories.

    12. To specify references relating to the risk object, such as registration number, chassis number, VIN number.

    13. To provide additional text descriptions relating to the risk object, such as object description, occupancy description.

    14. Segment group 11
      Repeat 999

      1. Provides a coded identification of one type of input or output component related to the risk object.

      2. To provide identification numbers for the risk object component as specified by the intermediary, insurer and client.

      3. Contains a coded indication of how this risk object component is to be processed, such as added, deleted or changed.

      4. To specify addresses relating to the risk object, such as risk address, kept address, garaged address.

      5. To specify coded attributes relating to the risk object component, such as cover code, certificate code.

      6. To specify communication numbers for the address or to specify how the risk object component is to be communicated when it is described in an external file or document.

      7. To specify dates relating to the risk object component, such as cover commencement date, cover end date, certificate commencement date, certificate end date.

      8. To specify a link to an external file that is related to the risk object.

      9. To specify the type of business or trades that are performed.

      10. To specify item details related to the risk object component, such as modified item.

      11. To specify monetary amounts relating to the risk object component, such as cover premium, trade turnover amount.

      12. To specify measurements relating to the risk object component.

      13. To specify percentages relating to the risk object component, such as cover percentage limit increase, bonus malus percentage.

      14. To specify the response to coded questions relating to the risk object component, such as 'Is cover excluded?', 'Is bonus malus protected?'.

      15. To specify quantities relating to the risk object component, such as number of objects covered.

      16. To specify references for the risk object component, such as certificate number, green card number.

      17. To provide additional text information concerning the risk object component, such as certificate description, cover wording.

      18. Segment group 12
        Repeat 99

        1. To specify one type of component used in the premium calculation for a risk object cover.

        2. To provide identification numbers for the premium calculation component as specified by the intermediary, insurer and client.

        3. To specify a geographic limit on a risk object cover, which may be expressed as a location, an address or a country.

        4. To specify coded attributes relating to the premium component, such as reduced term premium calculation type code, rounding applied code, loading type code, discount type code.

        5. To specify dates related to the premium component such as review date, cover duration limit.

        6. To specify monetary amounts for the premium component, such as loading amount, discount amount, tax amount, excess amount.

        7. To specify percentages relating to the premium component, such as tax percentage, loading percentage, discount percentage.

        8. To provide the response to a coded question relating to the premium component, such as 'Is brokers wording to be used instead of the insurers for the endorsement?', 'Is this component referred?'.

        9. To specify quantities relating to the premium component, such as number of points (when the component value is being expressed in points).

        10. To provide additional text information about the premium component, such as endorsement wording.

  12. Segment group 13
    Repeat 9999

    1. To identify and describe one event or activity related to the policy.

    2. To provide identification numbers for the event as specified by the intermediary, insurer and client. May also contain the identification numbers of parties and objects to cross refer the event or activity to the parties and objects to whom they relate.

    3. Contains a coded identification of how the event or activity is to be processed, such as added, deleted or changed.

    4. To specify coded attributes related to the event, such as driving entitlement.

    5. To specify dates relating to the event or activity, such as start date, end date, last performed date.

    6. To specify measurements for the event or activity, such as height limit, depth limit, storage height, activity radius.

    7. To specify monetary amounts relating to the event or activity.

    8. To specify percentages relating to the event or activity such as time percentage, driving percentage.

    9. To specify the response to coded questions about the event or activity, such as 'Are non residents admitted?', 'Is an entrance fee charged?', 'Prohibited under policy?'.

    10. To specify quantities relating to the event or activity, such as, number of individuals, number of part-time workers, number of full-time workers, maximum attendance.

    11. To specify references relating to the event or activity.

    12. To provide additional text information about the event or activity, such as event description.

    13. Segment group 14
      Repeat 999

      1. Provides a coded identification of one type of input or output component related to the event.

      2. To provide identification numbers for the event component as specified by the intermediary, insurer and client.

      3. Contains a coded indication of how this event component is to be processed, such as added, deleted or changed.

      4. To specify an address for the activity.

      5. To specify coded attributes relating to the event component, such as territory code, commodity code, cover code.

      6. To specify how the event component is to be communicated to the insurer or intermediary and the number for communication. Used when the component is described in an external file or document.

      7. To specify dates relating to the event component, such as cover start date, cover end date, document sent date.

      8. To specify a link to an external file that relates to the event component.

      9. To specify employment(s) and trades associated with the event or activity component.

      10. To specify monetary amounts related to the event component, such as gross premium, net premium, cover premium.

      11. To specify percentages related to the event component, such as cover percentage limit increase.

      12. To specify the response to coded questions concerning the event component, such as 'Is cover excluded?', 'Is cover referred?'.

      13. To specify quantities related to the event component, such as number of objects covered, number of individuals covered.

      14. To specify references related to the event component, condition reference, cover reference, external document reference.

      15. To specify text information about the event component, such as condition wording, cover wording.

      16. Segment group 15
        Repeat 99

        1. To specify one type of component used in the premium calculation for an event cover.

        2. To provide identification numbers for premium calculation component as specified by the intermediary, insurer and client.

        3. To specify a geographic limit on an event or activity cover, which may be expressed as a location, an address or a country.

        4. To specify coded attributes related to the premium component, such as reduced term premium calculation type code, rounding applied code, loading type code, discount type code

        5. To specify dates related to the premium component, such as review date, cover duration limit.

        6. To specify monetary amounts for the premium component, such as loading amount, discount amount, tax amount, excess amount.

        7. To specify percentages related to the premium component, such as tax percentage, loading percentage, discount percentage.

        8. To specify the response to coded questions about the premium component, such as 'Is broker's wording to be used instead of insurer's for the endorsement?', 'Is this component referred?'.

        9. To specify quantities relating to the premium component, such as number of points (when the component value is being expressed in points).

        10. To provide text information about the premium component, such as endorsement wording.

  13. Segment group 16
    Repeat 99

    1. Identifies the sequence of this period of previous insurance within the history.

    2. To specify identification numbers for the insurance history as specified by the intermediary, insurer and client.

    3. To specify how the insurance history group is to be processed, such as added, deleted or changed.

    4. To specify coded attributes relating to the insurance history.

    5. To specify dates related to the period of insurance history, such as start date, end date.

    6. To specify monetary amounts related to the period of insurance history, such as total value of claims.

    7. To specify percentages relating to the period of insurance history.

    8. To identify the insurer for the period of insurance history.

    9. To provide the response to coded questions about the period of insurance history, such as 'Is the insurance history confirmed?'.

    10. To specify quantities relating to the period of insurance history, such as total losses reported number, losses reported outstanding number.

    11. To specify references relating to the period of insurance history, such as insurance history policy reference, verification reference.

    12. To provide additional text information about the period of insurance history, such as insurance history unconfirmed narrative.

    13. Segment group 17
      Repeat 99

      1. To identify one type of component that relates to the period of insurance history.

      2. To provide identification numbers for the insurance history component as specified by the intermediary, insurer and client.

      3. To specify how the insurance history component group is to be processed, such as added, deleted or changed.

      4. To specify coded attributes relating to the insurance history component, such as cause code, consequence code.

      5. To specify dates relating to the insurance history component, such as loss date.

      6. To specify monetary amounts relating to the insurance history component, such as loss amount, loss amount paid.

      7. To specify percentages relating to the insurance history component, such as percentage of responsibility.

      8. To specify a link to a party (party details provided in PNA group 7) and to specify the role that the party played in the insurance history component (loss).

      9. To specify the response to coded questions about the insurance history component, such as 'Has a claim been made for the loss?', 'Was no claims discount affected?', 'Is the claim fully settled?'.

      10. To specify quantities relating to the insurance history component, such as number of losses for the cover, number of losses outstanding fo the cover.

      11. To specify references for the insurance history component such as loss reference.

      12. To provide additional free text description about the insurance history component, such as loss description.

      13. Segment group 18
        Repeat 9

        1. To identify one item that relates to the insurance history component (loss)

        2. To provide identification numbers for the insurance history item as specified by the intermediary, insurer and client.

        3. To specify dates relating to the item, such as period of no claims bonus.

        4. To identify parties and the role they had in relation to the previous insurance item.

        5. To specify the response to coded questions about the insurance history item, such as 'Was no claims discount protected?'.

        6. To specify references for the loss item.

  14. Segment group 19
    Repeat 9

    1. To identify the type of payment plan.

    2. To specify the financial account identification number for the financial account from which the payments under this payment plan are to be made.

    3. To specify how the payment plan group is to be processed, such as added, deleted or changed.

    4. To specify coded attributes relating to the payment plan, such as payment method.

    5. To specify dates relating to the payment plan, such as instalment month day, instalment start date.

    6. To specify monetary amounts relating to the payment amount, such as instalment service charge amount.

    7. To specify percentages relating to the payment plan, such as insurer annual percentage rate (APR).

    8. To provide the response to coded questions about the payment plan.

    9. To specify quantities relating to the payment plan.

    10. To specify references relating to the payment plan, such as instalment agreement reference.

    11. To provide additional text information about the payment plan.

    12. Segment group 20
      Repeat 99

      1. Coded identification of whether this occurrence of the payment group specifies a payment or its breakdown.

      2. To provide identification numbers for the payment amount and its breakdown components.

      3. To specify the address or location of the tax authority when the payment breakdown indicates tax.

      4. To specify coded attributes relating to the payment, such as payment method (used where the method of payment for this payment is different from the normal payment method specified at payment plan level).

      5. To specify dates relating to the payment, such as payment date.

      6. To specify monetary amounts relating to the payment or payment breakdown, such as payment amount, tax amount.

      7. To specify percentages relating to the payment breakdown, such as commission percentage, tax rate.

      8. To provide the response to coded questions about the payment plan.

      9. To specify quantities relating to the payment or payment breakdown.

      10. To provide additional text information about the payment.

  15. A service segment ending a message, giving the total number of segments in the message (including the UNH & UNT) and the control reference number of the message.

    1. 0062, the value shall be identical to the value in 0062 in the
    corresponding UNH segment.
Stedi.comDocumentationContact us

Stedi is a registered trademark of Stedi, Inc. Stedi's EDI Reference is provided for marketing purposes and is free of charge. All names, logos, and brands of third parties listed on our site are trademarks of their respective owners (including “X12”, which is a trademark of X12 Incorporated). Stedi, Inc. and its products and services are not endorsed by, sponsored by, or affiliated with these third parties. Our use of these names, logos, and brands is for identification purposes only, and does not imply any such endorsement, sponsorship, or affiliation.