Table of Content

Table of Content ................................................................................................................. 1

Claim................................................................................................................................... 2
Policy .................................................................................................................................. 3
Setup ................................................................................................................................... 4
 CRM 8.9 Policy and Claims Presentment - Claim

PS_RBF_ACCOUNT
FIN_ACCOUNT_ID
PS_RBI_CLAIM_STATS
PS_RBI_CLAIM_HDR
PS_RBI_FNOL CLAIM_STATUS
CLAIM_NUMBER
TRANSACTION_NO
FIN_ACCOUNT_ID (FK)
FIN_ACCOUNT_ID (FK) PS_BO BO_ID_CUST (FK)
BO_ID (FK) BO_ID BO_ID_CONTACT (FK)
ROLE_TYPE_ID ROLE_TYPE_ID_CUST PS_RBI_CLAIM_HDR_L
TXN_STATUS CLAIM_DATE CLAIM_NUMBER (FK)
CASE_ID CLAIM_STATUS (FK) LANGUAGE_CD
FORM_INSTANCE_ID DESCR
RC_BS_INSTANCE DESCR
RB_AUDIT_SBR
CONFIG_CODE FIN_ACCOUNT_ID
RB_AUDIT_SBR

PS_RBI_CLAIM_DTL
CLAIM_NUMBER (FK)
SEQ_NBR
RB_AUDIT_SBR
DESCRLONG
PS_RBI_CLAIM_NOTE
CLAIM_NUMBER (FK)
NOTE_SEQ_NBR

PS_RBI_ASSOC_TABLE RC_VISIBILITY
RC_SUMMARY
TRANSACTION_NO (FK)
START_DATE
SEQNUM
END_DATE
BUS_PROC_INSTANCE PS_RBI_CLAIM_FNOL DESCRLONG
TYPE CLAIM_NUMBER (FK) RB_AUDIT_SBR
RB_AUDIT_SBR TRANSACTION_NO (FK)
RB_AUDIT_SBR
RB_AUDIT_SBR

ROW_ADDED_DTTM PS_RBI_CLAIM_ATTCH
ROW_ADDED_OPRID CLAIM_NUMBER (FK)
ROW_LASTMANT_DTTM NOTE_SEQ_NBR (FK) PS_RBI_CLAIM_DTL_L
ROW_LASTMANT_OPRID ATTACH_SEQ_NBR CLAIM_NUMBER (FK)
SYNCID SEQ_NBR (FK)
ATTACHSYSFILENAME
SYNCDTTM LANGUAGE_CD
ATTACHUSERFILE
DESCRIPTION DESCRLONG
RB_AUDIT_SBR
SubRecord
 CRM for Insurance 8.8 - Policy
RBF_INS_POLICY
FIN_ACCOUNT_ID (FK)
POLICY_TYPE
PS_RBI_BILLHIS_DTL
POLICY_NAME FIN_ACCOUNT_ID (FK)
AGENT_BO_ID PS_RBF_FIN_ACCOUNT
RBTBILLID
STATE FIN_ACCOUNT_ID
INSURED_NAME RBTBILLSTATUS
PAYOR_NAME AMOUNT
PAYMENT_TERMS CURRENCY_CD
PREMIUM_AMOUNT BILLING_DATE
CARRIER_NAME
DEDUCTIBLE_AMT PS_RBI_PAYHIST_DTL
BENEFICIARY_NAME
FIN_ACCOUNT_ID (FK)
POLICY_VERSION
PAYMENT_ID
POLICY_STATUS
PRODUCT_CD PAYMENT_STATUS
NAIC_CD PAYMENTMETHOD
LOB_CD AMOUNT
LOB_SUB_CD CURRENCY_CD
PRODUCER_CD DATE
BRANCH_CD PS_RBI_COVERAGE
TERM_DURATION FIN_ACCOUNT_ID (FK) PS_RBI_CHNG_POLICY
CONTRACTTERM_EFFDT POLICY_TYPE (FK) TRANSACTION_NO
CONTRACTTERM_EXPDT ASSET_ID (FK) FIN_ACCOUNT_ID (FK)
BILL_ACCT_NO
COVERAGE_ID SETID
BILLING_METHOD_CD
CURR_TERM_AMOUNT COVERAGE_CD MODIFICATION_TYPE
CURRENCY_CD ITERATION_NUMBER RC_BS_INSTANCE
COVERAGE_DESC FORM_INSTANCE_ID
CUST_SERVICING_CD
CURR_TERM_AMOUNT CONFIG_CODE
SIGNED_DT
CURRENCY_CD CAPTURE_ID
GROUP_ID
LANGUAGE_CD START_DATE ACK_STATUS
LANGUAGE_SKILL END_DATE DESCRLONG
RATE CHG_POLICY_STATUS
MAILING_RESP_CD
PREMIUM_BASIS_CD RB_AUDIT_SBR
ORGIN_INCEPTION_DT
TERRITORY_CD
OTH_INS_COMPANY_CD
PAYOR_CD RB_AUDIT_SBR
PS_RBI_LIMIT
RATE_EFFDT FIN_ACCOUNT_ID (FK)
RENEW_BILMETHOD_CD POLICY_TYPE (FK)
RENEWAL_PAYOR_CD ASSET_ID (FK)
SIGNEDBY_CD COVERAGE_ID
RENEWTERM_DURATION LIMIT_ID
RENEWAL_TERM_EFFDT PS_RBI_DEDUCTIBLE
RENEWAL_TERM_EXPDT LIMIT_AMOUNT
FIN_ACCOUNT_ID (FK) CURRENCY_CD
TOTALPAID_LOSS_AMT
POLICY_TYPE (FK) LIMIT_BASIS_CD
TOTAL_NO_LOSSES
ASSET_ID (FK) VALUATION_CD
NO_YEARS_LOSS_INFO
COVERAGE_ID LIMIT_APPLIESTO_CD
ASSET_CATEG_ID
DEDUCTIBLE_ID RB_AUDIT_SBR
RB_AUDIT_SBR
DEDUCTIBLE_AMT PS_RBI_OPTION
PS_RBI_COVER_ASSET CURRENCY_CD
FIN_ACCOUNT_ID (FK)
FIN_ACCOUNT_ID (FK) DEDUCT_BASIS_CD
POLICY_TYPE (FK)
POLICY_TYPE (FK) DEDUCTIBLE_TYPE_CD
ASSET_ID (FK)
ASSET_ID DED_APPLIESTO_CD
COVERAGE_ID
RB_AUDIT_SBR
ASSET_TYPE (FK) RB_AUDIT_SBR OPTION_ID
ASSET_DESCRIPTION OPTION_TYPE_CD
RB_AUDIT_SBR OPTION_CD
PS_RBI_ASSET_PROP
ROW_ADDED_DTTM
VALUE_OF_OPTION
FIN_ACCOUNT_ID (FK) ROW_ADDED_OPRID
CURRENCY_CD
POLICY_TYPE (FK) ROW_LASTMANT_DTTM
RB_AUDIT_SBR
ASSET_ID (FK) ROW_LASTMANT_OPRID
PROPERTY_NAME SYNCID
VALUE_OF_PROPERTY SYNCDTTM
PS_RBI_ASSET_TYPE
RB_AUDIT_SBR
ASSET_TYPE

SubRecord
 CRM 8.9 Policy and Claims Presentment - Setup

PS_RBI_XLAT_TBL PS_RBI_VEHICLE
FIELDNAME PS_RBI_CLAIM_STATS
EFFDT VEHICLE_MAKE CLAIM_STATUS
FIELD_VALUE VEHICLE_MODEL DESCRSHORT
EFF_STATUS FIRST_YEAR DESCR
RBI_XLATLONGNAME LAST_YEAR RB_AUDIT_SBR
RBI_XLATSHORTNAME FLOAT1
RB_AUDIT_SBR RB_AUDIT_SBR

PS_RBI_ASSET_TYPE
ASSET_TYPE
ASSET_DESCRIPTION
RB_AUDIT_SBR

PS_RBI_XLAT_TBL_LG
PS_RBI_CLAIMSTAT_L
FIELDNAME (FK)
CLAIM_STATUS (FK)
EFFDT (FK)
FIELD_VALUE (FK) PS_RBI_ASSET_TYP_L LANGUAGE_CD
LANGUAGE_CD DESCRSHORT
ASSET_TYPE (FK)
RBI_XLATLONGNAME LANGUAGE_CD DESCR
RBI_XLATSHORTNAME
ASSET_DESCRIPTION

RB_AUDIT_SBR

SubRecord
ROW_ADDED_DTTM
ROW_ADDED_OPRID
ROW_LASTMANT_DTTM
ROW_LASTMANT_OPRID
SYNCID
SYNCDTTM