186 Insurance Underwriting Requirements Reporting
186 Insurance Underwriting Requirements Reporting
Function Group UW
This Draft Standard for Trial Use contains the format and establishes the data contents of the Insurance Underwriting Requirements Reporting Transaction Set (186) for use within the context of an Electronic Data Interchange (EDI) environment. The standard can be used by the information providers to report the results of specific services to their trading partners for information to complete the insurance underwriting process on individually underwritten life and health insurance.
Position
Segment
Name
Max Use
010
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
020
Beginning SegmentMandatory
Max 1
To indicate the beginning of a transaction set
030
CurrencyOptional
Max 1
To specify the currency (dollars, pounds, francs, etc.) used in a transaction
040
Laboratory Test ResultsOptional
Max 99
To describe laboratory testing results, normal result ranges, or both
1000Loop
Optional
Repeat 2
050
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
060
Address InformationOptional
Max 3
To specify the location of the named party
070
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
080
Reference IdentificationOptional
Max 9
To specify identifying information
090
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
Position
Segment
Name
Max Use
2000Loop
Mandatory
Repeat >1
010
Account IdentificationMandatory
Max 1
To specify account information
2050Loop
Mandatory
Repeat >1
020
Assigned NumberMandatory
Max 1
To reference a line number in a transaction set
2075Loop
Mandatory
Repeat >1
030
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
040
Reference IdentificationOptional
Max >1
To specify identifying information
050
Address InformationOptional
Max 1
To specify the location of the named party
060
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
070
Demographic InformationOptional
Max 1
To supply demographic information
080
Date or Time or PeriodOptional
Max 5
To specify any or all of a date, a time, or a time period
090
Informational ValuesOptional
Max 9
To specify a code and the amount or quantity or percentage associated with it
100
PaperworkOptional
Max 1
To identify the type or transmission or both of paperwork or supporting information
110
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
120
Additional Demographic InformationOptional
Max 1
To supply additional demographic identification
130
QuantityOptional
Max >1
To specify quantity information
2100Loop
Mandatory
Repeat >1
140
Beginning of ReportMandatory
Max 1
To identify characteristic information of the report being transmitted
150
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
160
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
2150Loop
Optional
Repeat >1
170
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
180
Reference IdentificationOptional
Max >1
To specify identifying information
190
Administrative Communications ContactOptional
Max 1
To identify a person or office to whom administrative communications should be directed
200
Address InformationOptional
Max 1
To specify the location of the named party
210
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
220
Additional Demographic InformationOptional
Max 1
To supply additional demographic identification
230
RelationshipOptional
Max 1
To specify relationship and birth order of entity
2200Loop
Optional
Repeat >1
240
Specimen Kit InformationMandatory
Max 1
To identify and describe laboratory specimen kit information and handling requirements
250
Multi-Valued CharacteristicsOptional
Max 9
To provide characteristics that may have multiple values
260
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
270
Reference IdentificationOptional
Max 1
To specify identifying information
280
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
2250Loop
Optional
Repeat >1
290
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
300
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
2300Loop
Optional
Repeat >1
310
Laboratory Test ResultsMandatory
Max 1
To describe laboratory testing results, normal result ranges, or both
320
Multi-Valued CharacteristicsOptional
Max 9
To provide characteristics that may have multiple values
330
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
340
Individual or Organizational NameOptional
Max 9
To supply the full name of an individual or organizational entity
350
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
2350Loop
Optional
Repeat >1
360
Underwriting CategoryMandatory
Max 1
To identify the category of underwriting data being transmitted
2400Loop
Optional
Repeat >1
370
Hierarchical LevelMandatory
Max 1
To identify dependencies among and the content of hierarchically related groups of data segments
380
Underwriting QuestionOptional
Max 1
To report information provider underwriting data in a question and answer format
390
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
400
NameOptional
Max 1
To identify a party by type of organization, name, and code
410
Address InformationOptional
Max 1
To specify the location of the named party
420
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
430
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
440
QuantityOptional
Max >1
To specify quantity information
450
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
460
Additional Demographic InformationOptional
Max 1
To supply additional demographic identification
470
Informational ValuesOptional
Max 1
To specify a code and the amount or quantity or percentage associated with it
480
Demographic InformationOptional
Max 1
To supply demographic information
490
Monetary AmountOptional
Max 1
To indicate the total monetary amount
500
Employment ClassOptional
Max 1
To provide class of employment information
510
Administrative Communications ContactOptional
Max 1
To identify a person or office to whom administrative communications should be directed
520
Reference IdentificationOptional
Max 1
To specify identifying information
530
Individual IdentificationOptional
Max 1
To provide identification of an individual or entity
540
Employment PositionOptional
Max 1
To describe employment position
550
Asset LiabilityOptional
Max >1
To report financial information
560
Type of ActivityOptional
Max 1
To specify type of activity information
570
Vehicle Use InformationOptional
Max 1
To report usage of a vehicle
580
InformationOptional
Max >1
To report information
590
Substance UseOptional
Max 1
To report use of tobacco, alcohol, drugs or other substances
600
Underwriting ConsiderationsOptional
Max 1
To report personal health and medical history data
610
Family HistoryOptional
Max 1
To report information about a person's family health history
620
Underwriting StatusOptional
Max 1
To identify and describe underwriting status of submitted applications
630
Case DescriptionOptional
Max 1
To identify and describe a specific court case
640
Administration of Justice Event DescriptionOptional
Max 1
To describe specific administration of justice events and actions
650
Yes/No QuestionOptional
Max 1
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
660
Military Personnel InformationOptional
Max 1
To report military service data
2450Loop
Optional
Repeat >1
670
Electronic Format IdentificationMandatory
Max 1
To provide basic information about the electronic format of the interchange data
680
Binary DataMandatory
Max 1
To transfer binary data in a single data segment and allow identification of the end of the data segment through a count; there is no identification of the internal structure of the binary data in this segment
690
Loop HeaderOptional
Max 1
To indicate that the next segment begins a loop
2500Loop
Optional
Repeat >1
700
Underwriting StatusMandatory
Max 1
To identify and describe underwriting status of submitted applications
710
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
720
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
730
RelationshipOptional
Max 1
To specify relationship and birth order of entity
740
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
2550Loop
Optional
Repeat >1
750
Electronic Format IdentificationMandatory
Max 1
To provide basic information about the electronic format of the interchange data
760
Binary DataMandatory
Max 1
To transfer binary data in a single data segment and allow identification of the end of the data segment through a count; there is no identification of the internal structure of the binary data in this segment
770
Loop TrailerOptional
Max 1
To indicate that the loop immediately preceding this segment is complete
780
Transaction Set TrailerMandatory
Max 1
To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)