Export-Letter-Param-Job


Step 1


Add a Parameter to the location that begins with “Generate Letter."  You may add further text in the parameter name to describe the purpose.  There can/will be multiple of these per locations.

Examples:

  • Generate Letter - ACK to Agent on Open PL Claims
  • Generate Letter - ACK to Insured on Open PL Claims

Step 2


Define the Parameter Value:

Parameter values are a set of instructions on what letter to generate and when.  Each value will contain several parameters into a single row.  Parameters should be separated by a pipe " | " delimiter.  Each Param should be followed by a colon " : " and a value


Possible Params:

Letter Name (required)
LTR
    Name of the Letter Template
        Example LTR: ACK to Agent - PL
                            NOTE:    If the template name, {state} is in brackets it will use the claims basis state.  (If the claim is WC, the basis will be Jurisdiction State, otherwise, the basis is the loss state).  Example:  EE Packets{STATE} - If jurisdiction state is FL – would pull letter EE PACKETS FL
Trigger Event (required)
TYPE
    OPEN
    OPEN# (# represents a number of days after the Party is added) i.e. OPEN3 can be used for a 3 day lag
    CLOSED
    CLOSED# (# represents a number of days after Close) i.e. CLOSE3 can be used for a 3 day lag
    INCURRED### (amount incurred) i.e. INCURRED10000 to send on day Claim reaches an incurred of $10,000.00
        Example:  TYPE:OPEN

Party Type (required)
PARTY
    Party Types per C3
        Example:  PARTY:AGENT

State (optional)
STATE
    If the claim is WC, basis will be Jurisdiction State, otherwise the basis is the loss state.  If STATE is in parenthesis () that state would be excluded
        Example: STATE:FL - Only Florida
                 STATE:(FL) - All, EXCEPT Florida

Line of Business (optional) (unless specified, ALL will be considered)
LOB
    1 = Auto
    2 = Workers Comp
    3 = Property and/or Liability
        Example:  LOB:1

Line Code (optional) (unless specified, ALL will be considered)
LINECODE
    Example:  LINECODE:19.4

Coverage (optional) (unless specified, ALL will be considered)
COVERAGE
    Example:  COVERAGE:PIP

Email Only (optional) (Use only to force email)
EMAIL:Yes
    This will ONLY attempt email if there is a valid email address releated to the Party.  It WILL NOT failover to Print to mailroom.  Letter will FAIL on Claim Tree if it cannot be emailed

Print Only (optional) (Use Only to force print)
PRINT:Yes
    This will ONLY Print to mailroom

        Note:  If neiter EMAIL or PRINT is used, the letter will first try to email if there is an email address and if it cannot email, it will then try to print to mailroom, otherwise it will FAIL on Claim Tree

Static Email Recipiant List (optional) (use only if letter is to go to a constant set of recipients - Party email override)
SENDTO
    Comma separated list of email addresses
    Example:  SENDTO: [email protected],[email protected],[email protected]




Use Cases

You would like to send  ACK to Agent - PL on Open Claims they day the party is added to the claim and email it to a specific list of email addresses ALWAYS, the parameter would be:
    LTR: ACK to Agent - PL | PARTY:AGENT | TYPE: OPEN | SENDTO: [email protected],[email protected],[email protected] | EMAIL: Yes | LOB:3


You would like to send  ACK to Agent - PL on Open Claims they day the party is added to the claim to the email addresses on the PARTY, the parameter would be:

    LTR: ACK to Agent - PL | PARTY:AGENT | TYPE: OPEN | EMAIL: Yes | LOB:3


This will send “Ack Letter1” to the Agent – when the agent party is added to the claim

     LTR : ACK Letter1|PARTY:agent|type:open


This will send “Ack Letter1” to the Agent – 3 days after the agent party is added to the claim

     LTR:ACK Letter1|PARTY:agent |type:open3


This will send LTR: “EE PACK {state}”

“EE PACK FL” - if the jurisdiction ( WC) or accident state ( PL/Auto ) is FL
“EE PACK CA” - if the jurisdiction ( WC) or accident state ( PL/Auto ) is CA
“EE PACK NY” - if the jurisdiction ( WC) or accident state ( PL/Auto ) is NY


This will send an email to the agent once the incurred on the claim hits 5000 -- ONLY if the agent has an email on the claim tree  If the agent does NOT have an email – nothing happens, not even a “letter” in the tree marked as failed.

    LTR:Letter Incurred|PARTY:AGENT |INCURRED:5000|EMAIL:YES

This will send the “Letter Ack” to the “Agent” the day the agent party is added.

        LTR:Letter Ack|PARTY:AGENT|OPEN

If the agent has an email – it emails
If no email / but has FULL address ( street, city, state, zip ) - then is sent to the mailroom to mail
If no email & missing address – goes in as a failed letter to the claim tree.