EDI 100 Insurance Plan Description

Functional Group PG

X12N Insurance Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Insurance Plan Description Transaction Set (100) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to transmit life insurance, annuity, and disability insurance product availability and features, historical performance, investment options, distributions channels, and offering company information.

Heading

1. 0100 · ST · Transaction Set Header · Max 1 · Mandatory

   To indicate the start of a transaction set and to assign a control number

2. 0200 · BGN · Beginning Segment · Max 1 · Mandatory

   To indicate the beginning of a transaction set

3. 0300 · C3 · Currency · Max 1 · Optional

   To specify the currency being used in the transaction set

4. 0400 · DTP · Date or Time or Period · Max >1 · Optional

   To specify any or all of a date, a time, or a time period

5. NM1 Loop Mandatory Repeat >1

   1. 0500 · NM1 · Individual or Organizational Name · Max 1 · Mandatory

      To supply the full name of an individual or organizational entity

      The NM1 loop provides information about the sending and receiving parties.

   2. 0600 · N3 · Address Information · Max 3 · Optional

      To specify the location of the named party

   3. 0700 · N4 · Geographic Location · Max 1 · Optional

      To specify the geographic place of the named party

   4. 0800 · REF · Reference Identification · Max 9 · Optional

      To specify identifying information

   5. 0900 · PER · Administrative Communications Contact · Max 3 · Optional

      To identify a person or office to whom administrative communications should be directed

Detail

1. N1 Loop Mandatory Repeat >1

   1. 0100 · N1 · Name · Max 1 · Mandatory

      To identify a party by type of organization, name, and code

      The N1 loop repeats for each individual company.

   2. 0200 · N2 · Additional Name Information · Max >1 · Optional

      To specify additional names

   3. 0300 · N3 · Address Information · Max 3 · Optional

      To specify the location of the named party

   4. 0400 · N4 · Geographic Location · Max 1 · Optional

      To specify the geographic place of the named party

   5. 0500 · COM · Communication Contact Information · Max 9 · Optional

      To specify a communication contact number

   6. 0600 · III · Information · Max 9 · Optional

      To report information

   7. 0700 · MSG · Message Text · Max >1 · Optional

      To provide a free-form format that allows the transmission of text information

   8. PER Loop Optional Repeat >1

      1. 0800 · PER · Administrative Communications Contact · Max 1 · Mandatory

         To identify a person or office to whom administrative communications should be directed

      2. 0900 · N3 · Address Information · Max 3 · Optional

         To specify the location of the named party

      3. 1000 · N4 · Geographic Location · Max 1 · Optional

         To specify the geographic place of the named party

   9. PID Loop Optional Repeat >1

      1. 1100 · PID · Product/Item Description · Max 1 · Mandatory

         To describe a product or process in coded or free-form format

         The PID loop repeats for each plan.

      2. 1200 · LIN · Item Identification · Max 9 · Optional

         To specify basic item identification data

      3. 1300 · DTP · Date or Time or Period · Max >1 · Optional

         To specify any or all of a date, a time, or a time period

      4. 1400 · NM1 · Individual or Organizational Name · Max >1 · Optional

         To supply the full name of an individual or organizational entity

      5. BLI Loop Optional Repeat >1

         1. 1500 · BLI · Baseline Item Data · Max 1 · Mandatory

            To specify basic item data: item identification, quantity, and price

            The BLI loop is used to report plan service features.

         2. 1600 · DTP · Date or Time or Period · Max >1 · Optional

            To specify any or all of a date, a time, or a time period

         3. 1700 · III · Information · Max >1 · Optional

            To report information

         4. 1800 · AMT · Monetary Amount · Max >1 · Optional

            To indicate the total monetary amount

         5. 1900 · QTY · Quantity · Max >1 · Optional

            To specify quantity information

         6. SI Loop Optional Repeat >1

            1. 2000 · SI · Service Characteristic Identification · Max 1 · Mandatory

               To specify service characteristic data

            2. 2100 · AMT · Monetary Amount · Max >1 · Optional

               To indicate the total monetary amount

            3. 2200 · QTY · Quantity · Max >1 · Optional

               To specify quantity information

      6. AM1 Loop Optional Repeat >1

         1. 2300 · AM1 · Informational Values · Max 1 · Mandatory

            To specify a code and the amount or quantity or percentage associated with it

            The AM1 loop describes plan rules.

         2. 2400 · MSG · Message Text · Max >1 · Optional

            To provide a free-form format that allows the transmission of text information

      7. PO1 Loop Optional Repeat >1

         1. 2500 · PO1 · Baseline Item Data · Max 1 · Mandatory

            To specify basic and most frequently used line item data

            The PO1 loop describes investment funds applicable to the plan.

         2. 2600 · LIN · Item Identification · Max 9 · Optional

            To specify basic item identification data

         3. 2700 · SPA · Status of Product or Activity · Max 3 · Optional

            To indicate the details and status of a product or product activity

         4. 2800 · III · Information · Max >1 · Optional

            To report information

      8. N4 Loop Optional Repeat >1

         1. 2900 · N4 · Geographic Location · Max 1 · Mandatory

            To specify the geographic place of the named party

            The N4 loop describes state availability and exceptions for each plan.

         2. 3000 · SPA · Status of Product or Activity · Max 3 · Optional

            To indicate the details and status of a product or product activity

         3. AM1 Loop Optional Repeat >1

            1. 3100 · AM1 · Informational Values · Max 1 · Mandatory

               To specify a code and the amount or quantity or percentage associated with it

               The AM1 loop is used to report state rule exceptions.

            2. 3200 · MSG · Message Text · Max >1 · Optional

               To provide a free-form format that allows the transmission of text information

         4. PO1 Loop Optional Repeat >1

            1. 3300 · PO1 · Baseline Item Data · Max 1 · Mandatory

               To specify basic and most frequently used line item data

               The PO1 loop reports investment fund state exceptions.

            2. 3400 · SPA · Status of Product or Activity · Max 3 · Optional

               To indicate the details and status of a product or product activity

            3. 3500 · III · Information · Max >1 · Optional

               To report information

2. 3600 · SE · Transaction Set Trailer · Max 1 · Mandatory

   To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)