The Data-sets in Tide contain all of the fields that data submissions can be translated to. For example, if there is a Bordereau field called 'G.P.', then it can be translated to the Risk Data-set field called Gross Premium. There are Data-sets for Risk, Premium, and Claims.
Bordereau Types
There are four Bordereau Types for data processing: Risk, Premium, Risk/Premium and Claims. Risk, Premium, and Claims Bordereau Types process data against the relevant Risk, Premium, and Claim Datasets, using a Schema.
A Risk/Premium Bordereau Type processes the data against a Risk Schema where specific fields are defined as also relating to Premium. Such Bordereaux are processed as a Risk Bordereaux, and once Approved, entries are also made in the Premium Data-set.
Data-set fields
New Data-set fields are added by Tide System Administrators to ensure fields are created consistently and with no duplicates. A collection of Data-set fields are then brought together in a Schema, for example, US Property or UK Property. Each Bordereau Questionnaire is then associated with one Schema. This ensures that when you are Transforming a Bordereau using a Bordereau Questionnaire, that you are only being asked questions relating to the type of Bordereau you are submitting.
Information captured against Data-set fields
The table below sets out the different information fields captured against each Data-set field.
Field | Description |
Field Name | The name of the Data-set field. |
Database Field Name | The database name of the Data-set field. |
Field Description |
A definition of the field. This will appear where the field appears in Tide, e.g. Contract Data Screens. |
Schema Type | Whether the field is to be used for Bordereaux, Schedules, or both. |
Data Type | The type of data the field is. The options are String, Money, Decimal, Percentage, Boolean, Date, DateTime, Integer, and Reference. If Reference is selected, then Reference Data Type must be selected. |
Reference Data Type | The Reference Data-set associated with a field of Data Type Reference. The Reference Data-set will determine the available values that can be mapped to from original values provided in the submission during processing. |
Value if Null | The optional default value that will be populated if the field is blank. |
Field Grouping | The overall grouping of the field. For example, Premium or Deductible. |
Mandatory | Whether the field, if supplied within a data submission, is mandatory. If it is mandatory then an error will be raised during processing if it is blank. |
Active | Whether the field is currently Active. If it is not Active, then it is not available for use in Schemas. |
Source Data Standard | The one, or many, data standards from which this field is sourced. |
Source Data Standard Reference | The one, or many, data standard field references from which this field is sourced. |
MDM Reference | If Tide is integrated with an MDM system for this field, then the reference from the MDM system is recorded here. |