Lines

Gen 3

Lines

Locate forms in the database

You can use the database to quickly find out which forms exist on a line of business. In the database, forms are attached to either the policy type (x_policy_types_docs) or the line item (x_policy_type_items_docs). You can use the queries below as a starting point.

Important: In each query, on the Where line, update the effectiveDate = ‘2015-02-12 UPDATE ME’. Forms aren’t directly tied to an effective date in the database.

To locate forms at the policy type level:

  1. In the database, follow this path: `files > policy_type_items (line items only) > policy_types > effective_dates`.
  2. Input the following query:
SELECT xpt.formCode, editionNumber, xpt.description,

  pt.name AS Policy Type

FROM x_policy_types_docs AS xpt

JOIN files ON files.id = xpt.fileId

JOIN policy_types AS pt ON pt.id = files.referenceId

JOIN effective_dates ON effective_dates.id = pt.effectiveId

WHERE effectiveDate = ‘2015-02-12 UPDATE ME

ORDER BY formCode

Locate forms at the line item level

To locate forms at the line item level:

  1. In the database, follow this path: `files > policy_type_items (line items only) > policy_types > effective_dates`.
  2. Input the following query:
SELECT xpt.formCode, editionNumber, xpt.description, pti.type, pti.name AS Line Item Name, pti.description,

pti.displayOnDecAs, policy_types.name AS Policy Type

FROM x_policy_type_items_docs AS xpt

JOIN files ON files.id = xpt.fileId

JOIN policy_type_items AS pti ON pti.id = files.referenceId

JOIN policy_types ON policy_types.id = pti.policyTypeId

JOIN effective_dates ON effective_dates.id =

policy_types.effectiveId

WHERE effectiveDate = ‘2015-02-12 UPDATE ME

ORDER BY formCode;