4
Query Account Search – MDSL
4.1
Click the Medical Stop Loss tab.
4.2
Click the Query button to display the Query window.
A
Criteria category. Click a category to display its criteria.
B
Criteria for the selected category.
C
Your query displays here as you build it.
4.3
Select and define the desired query criteria as defined below. Click a criteria category to see its corresponding criteria.
Policy Criteria
Administrator Category
Pick List parameter that lets you search one or more selected administrator categories.
Agent of Record
MultiSelect Text parameter that lets you search one or more agents of record.
Aggregate Premium
Value Range parameter that lets you search records with an aggregate premium in the specified range.
Block Assignment
Pick List parameter that lets you search one or more selected block assignments.
Block Origin
Pick List parameter that lets you search one or more selected block origins.
Broker
Pick List parameter that lets you search one or more selected brokers.
Carrier
MultiSelect Text parameter that lets you search one or more carriers.
Claim Administrator
MultiSelect Text parameter that lets you search one or more claim administrators.
Created Date
Date Range parameter that returns records with a creation date in the specified date range.
Effective Date
Date Range parameter that returns records with an effective date in the specified date range.
Entity Type
Pick List parameter that lets you search one or more selected entity types.
Expiration Date
Date Range parameter that returns records with an expiration date in the specified date range.
External Sub-Producer Payee
MultiSelect Text parameter that lets you search one or more external sub-producer payees.
Has Assessment
Boolean parameter that searches for records with or without an assessment.
Marketing Rep
Pick List parameter that lets you search one or more selected marketing representatives.
Max Percentage Increase
Value Range parameter that lets you search records with a maximum percentage increase in the specified range.
Medical Conversion
Boolean parameter that searches for records that are or are not a medical conversion.
No Laser Option
Boolean parameter that searches for records that do or do not have a laser option.
Nurse Assigned
Pick List parameter that lets you search one or more selected assigned nurses.
Office
MultiSelect Text parameter that lets you search one or more offices.
Policy Administrator
Pick List parameter that lets you search one or more selected policy administrators.
Prior Insurance Type
Pick List parameter that lets you search one or more selected prior insurance types.
Producer
MultiSelect Text parameter that lets you search one or more producers.
Producer Parent Groups
Pick List parameter that lets you search one or more selected producer parent groups.
Producer Tier
Pick List parameter that lets you search one or more selected producer tiers.
Rate To Manual
Value Range parameter that lets you search records with a rate to manual in the specified range.
Region
Pick List parameter that lets you search one or more selected regions.
Renewal
Boolean parameter that searches for records that are or are not renewals.
Sales Administrator
Pick List parameter that lets you search one or more sales administrators.
SIC Code
Pick List parameter that lets you search one or more selected SIC codes.
Spec Max Coverage
Value Range parameter that lets you search records with a maximum specific coverage amount in the specified range.
Spec Max Coverage Limit
Pick List parameter that lets you search one or more selected specific maximum coverage limit determinations.
Specific Premium
Value Range parameter that lets you search records with a specific premium amount in the specified range.
State
Pick List parameter that lets you search one or more selected states.
Sub-Producer
MultiSelect Text parameter that lets you search one or more sub-producers.
Taft-Hartley Administrator
Boolean parameter that searches for records where the administrator is or is not at Taft-Hartley administrator.
Taft-Hartley Producer
Boolean parameter that searches for records where the producer is or is not at Taft-Hartley producer.
Tags
Pick List parameter that lets you search one or more selected tags.
Treaty
Pick List parameter that lets you search one or more selected treaties.
Underwriter
Pick List parameter that lets you search one or more selected underwriters.
Policy Status Criteria
Action
Pick List parameter that lets you search one or more selected actions.
Action Date
Date Range parameter that returns records with an action date in the specified date range.
Has Outstanding Requirements
Boolean parameter that searches for records with or without outstanding requirements.
Requirement Not Received
Pick List parameter that lets you search one or more selected requirements not received.
Requirement Received
Pick List parameter that lets you search one or more selected requirements received.
Status
Pick List parameter that lets you search one or more selected statuses.
Terms Criteria
Aggregate Advantage
Boolean parameter that searches for records with or without aggregate advantage.
Aggregate Annual Attachment Point
Value Range parameter that lets you search records with an aggregate annual attachment point amount in the specified range.
Aggregate Applied Coverages
Pick List parameter that lets you search one or more selected aggregate applied coverages.
Aggregate Contract Basis
Pick List parameter that lets you search one or more selected aggregate contract bases.
Aggregate Coverage Only
Boolean parameter that searches for records that are or are not aggregate coverage only.
Aggregate Deductible
Value Range parameter that lets you search records with an aggregate deductible in the specified range.
Aggregate Stand Alone
Boolean parameter that searches for records that are or are not aggregate stand alone.
Aggregate Terminal Liability Option
Boolean parameter that searches for records with or without an aggregate terminal liability option.
Annual Premium
Boolean parameter that searches for records that do or do not have an annual premium.
Expenses/Commissions
Pick List parameter that lets you search one or more selected types of expenses / commissions.
Has Unpaid Premium
Boolean parameter that searches for records that do or do not have unpaid premiums.
Initial Carrier Liability
Value Range parameter that lets you search records with an initial carrier liability in the specified range.
Lasered/Conditional
Pick List parameter that lets you search one or more selected types of lasered / conditional scenarios.
Lock-In Date
Date Range parameter that returns records with a lock-in date in the specified date range.
Maximum Annual Reimbursement
Value Range parameter that lets you search records with a maximum annual reimbursement in the specified range.
Maximum Coverage Limit
Value Range parameter that lets you search records with a maximum coverage limit in the specified range.
Minimum Attachment Point Percentage
Value Range parameter that lets you search records with a minimum attachment point percentage in the specified range.
Monthly Accommodation
Boolean parameter that searches for records with or without a monthly accommodation.
Multiple Factor Schedules
Boolean parameter that searches for records with or without multiple factor schedules.
Multiple Rate Schedules
Boolean parameter that searches for records with or without multiple rate schedules.
Specific Applied Coverages
Pick List parameter that lets you search one or more selected specific coverages.
Specific Contract Basis
Pick List parameter that lets you search one or more selected contract bases.
Specific Coverage Only
Boolean parameter that searches for records that are or are not specific coverage only.
Specific Deductible
Value Range parameter that lets you search records with a specific deductible in the specified range.
Specific Reimbursement Percentage
Value Range parameter that lets you search records with a specific reimbursement percentage in the specified range.
Specific Terminal Liability Option
Boolean parameter that searches for records that do or do not have a specific terminal liability option.
Specific Terminal Provision Term
Pick List parameter that lets you search one or more selected specific terminal provision terms.
Split Funding Option
Pick List parameter that lets you search one or more selected split funding options.
Split-Funded Aggregate
Boolean parameter that searches for records that do or do not include split-funded aggregate.
Tiered Split Funded Agreement
Boolean parameter that searches for records that do or do not have a tiered split funded agreement.
Transplant Carrier
Pick List parameter that lets you search one or more selected transplant carriers.
Transplant Carrier Year
Pick List parameter that lets you search one or more selected transplant carrier years.
Benefits Criteria
4.4
Make any changes to the query as needed by clicking the criteria's Edit button in the Criteria pane.
A
Expands all query criteria items.
B
Collapses all query criteria items.
C
Removes all criteria from the query.
D
Lets you edit the currently select criteria.
E
Deletes the currently selected criteria.
4.5
If you want to keep the query to use again, click Save to Favorites to display the Save to Favorites window. Give the query a name in the Name field and click Save.
4.6
Click Execute to run the query.
4.7
If you want to run an existing query, click Open Favorites, select the query and click OK, then click Execute.
