In BriteLines, 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.
Format | Options | Option 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:
- In the BriteCore menu, select Lines.
- In the Lines of Business list, select the applicable line of business.
- On the Line Overview screen, in the Products menu, navigate to and select the applicable product.
- On the Product Overview screen, in the Risk Types section, select the risk type you want to add a data field to.
- In the Data Fields section, select Add Data Field.
- 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.
- 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.
- 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.
- In the Type section, complete the configuration settings.
- In the Field Settings section, under Always show this field, select either Yes or No.
Note: If you select Yes, the Required setting appears.
- If applicable, under Required, select either Yes or No.
- 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.
Type | Description | UI Format |
---|---|---|
Boolean | A field that stores as either true or false. | A Yes/No switch widget. |
Number | An arithmetical value. | A text box that allows only numbers. |
String | A string of text-based characters. | A standard text box. |
Option Selection | A selection from a list of options. For more information, see the Open Selection fields section below. | A select box that allows a single choice. |
Date | A standard date stored in ISO format. | A date-picker widget that formats the date as MM/DD/YYYY. |
Computed | A field with a value determined by a calculation. Computed fields are:
| A disabled input. |
To add a custom data field to a risk type:
- In the BriteCore menu, select Lines.
- In the Lines of Business list, select the applicable line of business.
- On the Line Overview screen, in the Products menu, navigate to and select the applicable product.
- On the Product Overview screen, in the Risk Types section, select the risk type you want to add a data field to.
- Under Data Fields, select Add Data Field.
- In the Create Data Field section, in the Format box, select Custom.
- 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.
- 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.
- In the Type section, select a type, and then complete the configuration settings.
- In the Field Settings section, under Always show this field, select either Yes or No.
Note: If you select Yes, the Required setting appears.
- If applicable, under Required, select either Yes or No.
- Select Save Field.
You have successfully added a data field.