Contract Rules Overview

Understand how contract rules are recorded and assessed in Tide

Tide captures a range of Contractual and Monitoring rules relating to Delegated Authority Contracts. Once a Bordereaux reaches the status of Approved, then Tide automatically assesses whether any of these rules have been breached. If any breaches have occurred, then Tide creates Breach records for each instance of a record breaching a Contractual or Monitoring rule.

This assessment takes place on a per record (Risk, Premium, or Claim) level, and so does not apply to aggregate checks, such as the Gross Premium Income Limit. These can be accessed through reports.

Rules are captured at both Contract and Section level. Visit the following articles to understand the different Contractual and Monitoring rules captured in Tide:

Visit Rules - Breaches to understand how breach records are created and displayed.‍ 

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