Settings

Settings

Legal entity types

Contacts

Purpose

With the Contacts advanced setting legal-entity-types, you can maintain a list of legal entity types that will populate the Legal Entity Type dropdown list in the quote wizard’s Contacts screen, the Policy Setup screen, the New Contact dialog box, and the Roles section of the Contacts module. This advanced setting also works with the entity-types-required-for-credit-report advanced setting to determine which entity types will have credit reports pulled. The entity types identified in legal-entity-types are referenced in the entity-types-required-for-credit-report advanced setting.

Requirements

This setting requires a JSON object, where “type” equals individual or other, and “name” equals the name of the legal entity, such as Individual or Partnership.

Setting default

This setting’s default value is the following JSON object: [{“type”:”individual”,”name”:”Individual”},{“type”:”other”,”name”:”Partnership”},{“type”:”other”,”name”:”Corporation (Subchapter C)”},{“type”:”other”,”name”:”Corporation (Subchapter S)”},{“type”:”other”,”name”:”Corporation (Voluntary in Non-Profit Corporation)”},{“type”:”other”,”name”:”Association, Labor Union, Religious Organization”},{“type”:”other”,”name”:”Limited Partnership”},{“type”:”other”,”name”:”Joint Venture”},{“type”:”other”,”name”:”Common Ownership”},{“type”:”other”,”name”:”Multiple Status”},{“type”:”other”,”name”:”Joint Employers”},{“type”:”other”,”name”:”Limited Liability Company (LLC)”},{“type”:”other”,”name”:”Trust or Estate”},{“type”:”other”,”name”:”Executor or Trustee”},{“type”:”other”,”name”:”Limited Liability Partnership”},{“type”:”other”,”name”:”Governmental Entity”},{“type”:”other”,”name”:”Other”}]. These identified legal entities will appear in the Legal Entity Type dropdown list. The default setting also impacts how the legal entities interact with the entity-types-required-for-credit-report advanced setting.

Changing the default

To change the default, navigate to Settings > Advanced and search for legal-entity-types. Changing the value of “type” for a legal entity will impact how that legal entity interacts with the entity-types-required-for-credit-report advanced setting. Changing the value of “name” for a legal entity will change the name that appears in the Legal Entity Type dropdown list. Adding or removing legal entity types will trigger BriteCore to populate the Legal Entity Type dropdown list with only the identified legal entity types in the JSON object.

Adoption considerations

The values of the legal-entity-type advanced setting impact other settings and UI elements.

  • The names identified in the legal-entity-type JSON object determine the names that will appear in the Legal Entity Type dropdown list.
  • The types identified in the legal-entity-type JSON object are referenced in the entity-types-required-for-credit-report advanced setting to determine which types of contacts will have credit reports pulled.

The values and functionality of the legal-entity-type advanced setting are impacted by other settings.

  • The active-fields advanced setting determines if the Legal Entity Type dropdown list will appear on the quote wizard’s Contacts screen, the Policy Setup screen, the New Contact dialog box, and the Roles section of the Contacts module.
  • The required-fields advanced setting will determine if it’s required or optional to make a selection from the Legal Entity Type dropdown list.

The legal-entity-types advanced setting is directly related to the Legal Entity Types setting in Settings > Modules > Contacts. When you add, remove, or edit a legal entity type in the legal-entity-types advanced setting JSON object, BriteCore automatically updates the JSON object in the Legal Entity Types setting. When you add, remove, or edit a legal entity type in the Legal Entity Types setting, BriteCore automatically updates the JSON object in the legal-entity-types advanced setting.

Additional topics of interest

  • Legal Entity Types
  • entity-types-required-for-credit-report
  • active-fields
  • required-fields