Create Persistent Builder mapping using Support Tools

When you create a new effective date, you may introduce changes incompatible with your older Lines versions, such as altered category options, different names, etc. This can cause your policies to fail to renew. With the Create Persistent Builder Mapping support tool, you can explicitly map the changes in the system. This saves you time when configuring your insurance products.

To create persistent builder mapping:

  1. Depending on your UI configuration, you can navigate to Support Tools in one of the following ways:
    1. Navigate to the footer of any BriteCore module screen and select Support Tools.
    2. Navigate to and select the user profile icon in the top-right of the screen.
      1. Select Resources at the bottom of the dropdown list.
      2. Select Support Tools.
  2. Navigate to the Lines section, and then select Create Persistent Builder Mapping.
  3. On the Create Persistent Builder Mapping screen, complete the following steps:
    1. Select a mapping type from the Mapping Type dropdown list:
      1. Category: Use when a category changes names enough that Persistent Builder won’t catch it. Also, use when a category is dropped.
        1. Example: Restriction is now None
      2. Category Option: Use when a coverage option changes.
        1. Example: 1 Family and 2 Family become 1–2 Family
      3. Coverage: Use when coverage changes names enough that Persistent Builder won’t catch it.
        1. Example: Total Premium Credit is now Premium Range Credit
      4. Policy Type: Use to map policy type changes.
        1. Example: Homeowner’s – Form 2 becomes Homeowners
      5. Sub Line: Use to map SubLine changes. Also, use to map PolicyType to SubLine Changes.
        1. Example: Homeowner’s – Form 2 becomes a subline under Homeowners
      6. Supplemental Question: Use when a Supplemental Question changes its name.
        1. Example: Describe Location becomes Address/Legal Description of Location
      7. Deductible Removed: Use when a Deductible Rate Object is dropped from an item’s rate chain. Use the old item’s name and None as the new object’s name.
    2. Type the old name in the From Name box.
    3. Type the new name in the To Name box.
    4. Select Create.
    5. A pop-up window displays that asks Are you sure you want to create this mapping? and provides a summary of your mapping. Select Yes, Create.

A confirmation message displays when the mapping is successful.