2

Register Policy Documents (Legacy)

In order to use templates to generate your policy documents, you need to register them with the system.

Note: The steps below are for the legacy Policy document generation system that used Word Mail Merge fields. This method has been deprecated in favor of the more advanced document generation system using specially coded Word documents as templates. See Register Policy Documents for instructions on registering documents for the new document generation system.

2.1

Click the Menu button, then Policy Administration, then Document Registry to display the Document Registry Window.

2.2

Click New to register a new document. Click an existing registration to edit it. Use the Usage and LOI drop-downs to filter the registration list to make it easier to identify the desired document.

2.3

Click Delete to remove a registration or define / update a registration as follows

Description
Give the registration a descriptive name using this field.
Line of Insurance
Check the box corresponding to the line of insurance the registered document applies to.
Usage
Check each box the registered document pertains to.
Default
Check Yes if you want the document appended by default for each usage checked above. Otherwise check No.
Editable
Check Yes if you want the registered document to be editable. Otherwise check No.
Datasource
Specify the datasource used to populated the document template from this drop-down.
Orientation
Check the desired print orientation for the registered document.
Document Type
Check the box corresponding to the type of file used for the document.
2.4

Click Select File and locate the file you want to use as the document.

2.5

Click Criteria to display the Document Query window. The Document Query window lets you define the rules ESL Office will use when deciding if the document should be part of a policy.

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.
2.6

Define the rules ESL Office will use to include a document in a policy by selecting and specifying the desired criteria as follows.

Policy Criteria

Carrier
Multi-select Text parameter. ESL Office includes the document in policies with the specified carriers.
Coverage Type
Pick List parameter. ESL Office includes the document in policies with the specified coverage types.
Effective Date
Date Range parameter. ESL Office includes the document in policies with the specified effective date.
Has Additional Schedules
Pick List parameter. ESL Office includes the document in policies with the specified additional schedules.
Has Limitations
Boolean parameter. ESL Office includes the document in policies based on whether or not the policy has limitations.
Renewal
Boolean parameter. ESL Office includes the document in policies based on whether or not the policy is a renewal.
SIC Code
Pick List parameter. ESL Office includes the document in policies with the specified SIC codes.
State
Pick List parameter. ESL Office includes the document in policies for the specified states.
Status
Pick List parameter. ESL Office includes the document in policies with the specified statuses.
Treaty
Pick List parameter. ESL Office includes the document in policies with the specified treaties.

Specific Terms Criteria

Contract Advantage Plan
Boolean parameter. ESL Office includes the document in policies based on whether or not the policy is a contract advantage plan.
Corridor Split Funding
Value Range parameter. ESL Office includes the document in policies where corridor split funding is within the specified range.
Fixed Split Funding
Pick List parameter. ESL Office includes the document in policies with the specified fixed split funding.
Has Lasered
Boolean parameter. ESL Office includes the document in policies based on whether or not the policy has lasered individuals.
Include Retirees
Boolean parameter. ESL Office includes the document in policies based on whether or not the policy includes retired individuals.
Initial Carrier Liability
Value Range parameter. ESL Office includes the document in policies where initial carrier liability is within the specified range.
Is Sp Terminal Extension
Boolean parameter. ESL Office includes the document in policies based on whether or not the policy contains a special terminal extension.
Is Split Funded
Boolean parameter. ESL Office includes the document in policies based on whether or not the policy is split funded.
Spec Coverage
Pick List parameter. ESL Office includes the document in policies with the specified special coverages.
Specific Contract Basis
Pick List parameter. ESL Office includes the document in policies with the specified contract basis.
Specific Terminal Liability Option
Pick List parameter. ESL Office includes the document in policies with the specified terminal liability options.
Tiered Split Funded Agreement
Boolean parameter. ESL Office includes the document in policies based on whether or not the policy is a tiered split fund agreement.
Transplant Carrier
Pick List parameter. ESL Office includes the document in policies with the specified transplant carriers.
Transplant Carrier Year
Pick List parameter. ESL Office includes the document in policies having the specified transplant carrier years.

Aggregate Terms Criteria

Ag Advance Wait Period
Pick List parameter. ESL Office includes the document in policies with the specified aggregate advance wait periods.
Ag Coverage
Pick List parameter. ESL Office includes the document in policies with the specified aggregate coverages.
Ag Terminal Extension Term
Pick List parameter. ESL Office includes the document in policies with the specified terminal extension terms.
Aggregate Contract Basis
Pick List parameter. ESL Office includes the document in policies with the specified aggregate contract basis.
Is Ag Advancement
Boolean parameter. ESL Office includes the document in policies based on whether or not the policy is an aggregated advancement policy.
Is Ag Terminal Ext Max Liability
Boolean parameter. ESL Office includes the document in policies based on whether or not the policy is an aggregate terminal extension of maximum liability policy.
Is Ag Terminal Extension
Boolean parameter. ESL Office includes the document in policies based on whether or not the policy is an aggregate extension policy.
Terminal Extension Corridor
Value Range parameter. ESL Office includes the document in policies where the terminal extension corridor is within the specified range.
2.7

Click Close when you are done specifying criteria to add your criteria to the document and close the Document Query window.

2.8

Click OK to register the document and close the Policy Registry window.