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Add a data field to a risk type

In Lines, you can add a data field to a new or existing risk type.

When adding a data field to a risk type, you can choose to use a preformatted data field or create a custom data field.

Add a preformatted data field

When adding a data field to a risk type, you can choose from several different types of preformatted data fields.

Table 1: Preformatted data field types.

FormatOptionsOption type
Boolean Formats• Yes/No Question• Yes/No Question - Boolean
Contact• Email Address
• Phone Number
• Website Link / URL		• Email Address - String
• Phone Number - String
• Website Link / URL - String
Identity• Birthdate
• Social Security Number		• Birthdate - Date
• Social Security Number - String
Location• Country
• Timezone
• U.S. City
• U.S. State
• U.S. State Selection
• U.S. Zip Code		• Country - Option Selection
• Timezone - Option Selection
• U.S. City - String
• U.S. State - String
• U.S. State Selection - Option Selection
• U.S. Zip Code - String
Misc.• Description
• Password		• Description - String
• Password - String
Payment Info• Credit Card Number
• Currency		• Credit Card Number - String
• Currency - Number
Time• Year• Year - Number
Vehicle• Make
• Model
• Model Year
• Vehicle Identification Number		• Make - String
• Model - String
• Model Year - Number
• Vehicle Identification Number - String

To add a preformatted data field to a risk type:

  1. In the BriteCore menu, select Lines.
  2. In the Lines of Business list, select the applicable line of business.
  3. On the Line Overview screen, in the Products menu, navigate to and select the applicable product.
  4. On the Product Overview screen, in the Risk Types section, select the risk type you want to add a data field to.
  5. In the Data Fields section, select Add Data Field.
  6. In the Create Data Field section, in the Format box, select the applicable format, and then select the appropriate option. The configuration options will appear. 
  7. In the Label box, type the label of the data field.

    Note: The data field reference name should be the same as the label, except it should start with a lowercase letter, have a capital letter at the beginning of each word, and not contain any spaces.

  8. In the Reference Name box, type the reference name of the data field.

    Example: A data field with the label Email Address should have the reference name emailAddress.

  9. In the Type section, complete the configuration settings.
  10. In the Field Settings section, under Always show this field, select either Yes or No.

    Note: If you select Yes, the Required setting appears.

  11. If applicable, under Required, select either Yes or No.
  12. Select Save Field.

You have successfully added a data field.

Add a custom data field

When adding a custom data field to a risk type, you can choose from several different data field types. Use the table below to choose the data field type that best fits your use case.

Table 2: Types of data fields.

TypeDescriptionUI Format
BooleanA field that stores as either true or false.A Yes/No switch widget.
NumberAn arithmetical value.A text box that only allows numbers.
StringA string of text-based characters.A standard text box.
Option SelectionA selection from a list of options.A select box that allows a single choice.
DateA standard date stored in ISO format.A date-picker widget that formats the date as 'mm/dd/yyyy'.
ComputedA field with a value determined by a calculation.

Note: This calculation displays a value to the user but isn't part of the premium calculation.		A disabled input.

To add a custom data field to a risk type:

  1. In the BriteCore menu, select Lines.
  2. In the Lines of Business list, select the applicable line of business.
  3. On the Line Overview screen, in the Products menu, navigate to and select the applicable product.
  4. On the Product Overview screen, in the Risk Types section, select the risk type you want to add a data field to.
  5. Under Data Fields, select Add Data Field.
  6. In the Create Data Field section, in the Format box, select Custom.
  7. In the Label box, type the label of the data field.

    Note: The data field reference name should be the same as the label, except it should start with a lowercase letter, have a capital letter at the beginning of each word, and not contain any spaces.

  8. In the Reference Name box, type the reference name of the data field.

    Example: A data field with the label Credit Card Number should have the reference name creditCardNumber.

  9. In the Type section, select a type, and then complete the configuration settings.
  10. In the Field Settings section, under Always show this field, select either Yes or No.

    Note: If you select Yes, the Required setting appears.

  11. If applicable, under Required, select either Yes or No.
  12. Select Save Field.

You have successfully added a data field.

Additional information