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Custom fields

Each policy, asset, and customer has a list of custom fields which is configured at a product level, making it easy to adapt the three core entities to any insurance product’s needs.

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Custom field attributes

  • name
  • type: string, number, enumeration, date
  • Business requirements
    • whether it is required to quote the policy, to sign the policy, or not required at all
    • whether its modification is allowed during the contract
    • whether its modification during the contract should require a new quote or a new signature
  • Validation rules such as maximum length, minimum and maximum values.
Example 1: B2B car insurance
  • Policy custom fields: killing questions results
  • Asset custom fields: car value, fiscal power, energy
  • Customer custom fields: siret, address, number of employees, ceo email
You could configure this product’s custom fields as such:
  • the asset’s fiscal power and energy are compulsory for quote calculation
  • the asset’s fiscal power and energy can only be modified in a mid term agreement with a new quote and signature
  • the asset’s car value is not required for quote, but because it appears in the contract document it is required for signature of the policy
  • the asset’s car value can be modified in a mid term agreement with only a new signature
  • the customer’s ceo email can be modified at any time
Example 2: B2C home insurance
  • Policy custom fields: documents are validated by broker
  • Asset custom fields: address, size, type (House or apartment)
  • Customer custom fields: first name, last name, monthly salary
You could configure this product’s custom fields as such:
  • the asset’s size and type are required for quoting
  • the asset’s size and type can only be modified in a mid term agreement with a new quote and signature
  • the asset’s address is required for the initial signing, but afterwards can be modified at any time
  • the customer’s first name and last name can be modified in a mid term agreement with a new contract signature
Once configured for a product, Korint will use these custom fields for various operations such as quoting, billing, and reports.