| ActiveInd | This indicates whether or not the subject is active. A value of true is "active". |
| Addr | The Address Aggregate is used wherever a postal address, including any portion of such address, is needed. |
| BirthDt | The date of birth for this individual. |
| BusinessAcquiredCd | A code indicating how the business was acquired from another party. This element uses the BusinessAcquired code list. |
| BusinessStartDt | The date the current owners purchased or started the business. |
| CitizenshipCountryCd | The person's country of citizenship. The source of this code list is the International Organization for Standardization/DIS-3166 code list. The recommendation is to use the two letter version of the country code. |
| CoInsuredSameAddressInsuredInd | Indicates that the co-insured has the same address as the insured. |
| Communications | This indicates ways to communicate with any party. |
| CreditScoreInfo | The Credit Score Information Aggregate contains information relevant to a credit score and related details. |
| DeathDt | The date of death. |
| DoNotSolicitInd | An indication that the individual does not wish to receive any marketing/sales/solicitation material. |
| EducationCourse | This aggregate contains information about an educational course. |
| EducationLevelCd | A code indicating a person's level of education completed. This element uses the EducationLevel code list. |
| EmployeeStatusCd | A code indicating the employee status (full time, part time, etc.). This element uses the EmployeeStatus code list. |
| EmployeeStatusDesc | A description of the employee status of the individual. |
| EmployerCd | A code identifying the employer of the individual. This element uses the Employer code list. |
| EmployerDesc | A text field identifying the employer type (for use when the EmployerCd = Other). |
| ExistingMedicalConditionInd | An indicator that the insured person has pre-existing medical condition(s). |
| FamilyNames | Text containing the combined names as they are to appear on printed documents (for example, "Sam and Mary"). |
| FinancialStatementInfo | This aggregate contains financial information pertaining to an organization. |
| FiscalYearStartDt | The date the fiscal year begins. |
| GenderCd | A code representing a person's or animal's biological gender. This element uses the Gender code list. |
| GeneralLiabilityCd | A code identifying the general liability nature of business for the insured. The source of this code list is the Insurance Services Office Commercial Lines Manual (CLM) or individual insurer rate manuals. |
| GivenName | A portion of an individual’s name, also known as First Name. For example, the <GivenName> of the individual with the <Name> of Sarah Elizabeth McDonough is ‘Sarah’. |
| GlobalIndustryClassificationCd | The code designating the broad industry segment applicable to the insured. This code is the global equivalent of the NAICSCd. |
| GlobalIndustryClassificationDesc | The description designating the broad industry segment applicable to the insured where there is no applicable global industry classification code. |
| IncorporatedStateProvCd | A code identifying the state, province or national subdivision where the business was incorporated. The specific code values depend upon the national jurisdiction. For the USA, the state code list is https://www.usps.com/send/official-abbreviations.htm For Canada, the province code list is http://www.canadapost.ca/tools/pg/manual/Pgaddress-e.asp NOTE: these links cannot be launched from within the Help File. |
| IndexName | Contains an abbreviation for the originator that is used to build indexes. |
| ItemIdInfo | The Item ID Information Aggregate is architectural in nature. It is used to identify an aggregate uniquely across transactions. |
| KnownSinceDt | The date the agent/producer first met the applicant/ insured. |
| LegalEntityCd | A code identifying the legal designation of this company, person, or organization. This element uses the LegalEntity code list. |
| LengthTimeCurrentAddr | Length of time at current address. |
| LengthTimeCurrentOccupation | The length of time in the current occupation. |
| LengthTimeEmployed | Length of time employed by this employer. |
| LengthTimeInBusiness | The length of time that the insured/principal has been in the current business enterprise or occupation, or length of time in business. |
| LengthTimeWithPreviousEmployer | The length of time with the previous employer. |
| License | This aggregate contains information appropriate to any type of license. |
| LienSuitsJudgementsInd | Indicates that the party is involved in legal actions. |
| Link | Link provides a mechanism to hyperlink between resources. It is not expected to contain data, instead typically appears as (e.g.): <Link rel="self" href="/policy/4e068b48-798c-4df1-8d1d-ea2a90f4eb4c" title="Self"/>. |
| MaritalStatusCd | A code indicating the present marital status of the individual. This element uses the MaritalStatus code list. |
| MedicalCondition | This aggregate contains information related to the insured's medical conditions. |
| MembershipInfo | The Membership Information aggregate contains information identifying the organization to which a person is a member. |
| MilitaryServiceInfo | This aggregate contains information about military service. |
| NAICSCd | An industry code identifying the class of business. Formerly known as the SIC code. The source of this code list is the US Department of Commerce. |
| Name | A word, or combination of words, by which a person or thing is commonly referred to. |
| NameInfo | The Name Information Aggregate allows for the ability to add a name to any person or organization. |
| NameSuffix | Name Suffix. For example, "Jr.", or "III". |
| NatureBusinessCd | A code identifying the type of business. This element uses the NatureOfBusiness code list. |
| NonTaxIdentity | This aggregate contains the unique non-tax ID, associated with a person or organization. |
| NumDependents | The number of dependents of this individual. |
| NumDomesticLocations | Number of domestic locations. |
| NumEmployees | Total number of employees. |
| NumEmployeesFullTime | Number of Full Time Employees. |
| NumEmployeesPartTime | Number of Part Time Employees. |
| NumForeignLocations | Number of foreign locations. |
| NumMembersManagers | The Number of Members and Managers. |
| NumOwners | The number of owners. |
| NumVeterinarians | The number of veterinarians. |
| NumYrsPreviousLoc | The number of years the business has operated in previous or other locations. |
| OccupationClassCd | A code identifying the basic type of employment of the individual. This element uses the OccupationClass code list. |
| OccupationDesc | A description of the party's primary occupation or business activity. |
| OccupationSubTypeCd | A code indicating the occupation sub-type. |
| OccupationSubTypeDesc | This is the description of occupation at a lower level of detail, that is the occupation sub-type. |
| OccupationTypeCd | An international industry classification code indicating the occupation type. |
| OccupationTypeDesc | A description of the international industry classification code indicating the occupation type. |
| OperationsDesc | A text description of the operations of this risk or insured. |
| OtherGivenName | A portion of an individual’s name, typically occurring between the <GivenName> and <Surname>. Also known as Middle Name. For example, the <OtherGivenName> of the individual with the name of Sarah Elizabeth McDonough is Elizabeth. |
| OwnedPct | This indicates the percent ownership. |
| PartyTypeCd | A code indicating the type of party. |
| PolicyHolderTypeCd | A code indicating the policy holder type. |
| PreferredContact | This aggregate contains the information relating to the specific times to use a contact. |
| PreferredName | A portion of an individual's name, also known as a nick name or casual name. Examples: An individual named with the <GivenName> of Stephen has indicated that he prefers to be referred to as "Steve" in casual usage. |
| ProfessionalDesignationCd | A code indicating a person's professional designation. For example, C.P.A., P.H.D., etc. The source of this code list is the individual insurer. |
| QuestionAnswer | The Question and Answer aggregate allows for the additional underwriting questions outside of those found in the line-of-business specific underwriting or supplemental aggregates. |
| RaceCd | A code indicating the race or national origin of the person or business. This element uses the RaceType code list. |
| RaceDesc | A description of the race or national origin of the person or business. |
| Relationship | This aggregate provides the necessary information to define an entity's relationship to another entity. This aggregate replaces elements such as DriverRelationshipToApplicantCd, RelationshipToInsuredCd, MiscPartyRoleCd; and attributes such as @AuthorizedRepRef, @EmployerRef, @InjuredTakenRef. |
| ResidenceCountryCd | This is the country of residence of the insured person. Usage is the International Organization for Standardization/DIS-3166 code list. The recommendation is to use the three letter version of the country code. |
| SICCd | An industry code that identifies the classification of business activity. The source of this code list is the US Government. |
| SupplementaryNameInfo | The Supplementary Name Information Aggregate contains information regarding supplemental names. |
| Surname | A portion of an individual’s name, also known as Last Name or Family Name. The name or compound name used by an individual to denote his/her familial, tribal or geographic antecedents. For example, the <Surname> of the individual with the <Name> of Sarah Elizabeth McDonough is ‘McDonough’. |
| TaxExemptStatusInd | This Indicates if the organization is exempt from certain taxes to be paid to the federal government or foreign equivalent. |
| TaxIdentity | This aggregate contains the unique tax ID, assigned by government, associated with a person or organization. |
| TitlePrefix | Any phrase to precede the name which is not part of the actual name, such as Dr. or Mrs. |
| USBasedOperationsInd | An indicator that operations are U.S. based. |