252 Insurance Producer Administration
252 Insurance Producer Administration
Function Group IE
This Draft Standard for Trial Use contains the format and establishes the data contents of the Insurance Producer Administration Transaction Set (252) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to transmit insurance producer information (licensing and appointment data, background information, etc.) among insurance companies and insurance distributors such as agents, brokers, and their organizations.
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
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
NM1Loop
Optional
Repeat >1
040
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
050
Address InformationOptional
Max 2
To specify the location of the named party
060
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
070
Reference IdentificationOptional
Max 9
To specify identifying information
080
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
Position
Segment
Name
Max Use
ENTLoop
Mandatory
Repeat >1
010
EntityMandatory
Max 1
To designate the entities which are parties to a transaction and specify a reference meaningful to those entities
020
Action or Status IndicatorMandatory
Max 1
To indicate the action to be taken with the information provided or the status of the entity described
030
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
040
Yes/No QuestionOptional
Max >1
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
050
Reference IdentificationOptional
Max >1
To specify identifying information
060
Demographic InformationOptional
Max 1
To supply demographic information
070
Additional Demographic InformationOptional
Max 1
To supply additional demographic identification
080
Informational ValuesOptional
Max >1
To specify a code and the amount or quantity or percentage associated with it
090
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
NM1Loop
Optional
Repeat >1
100
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
110
Additional Name InformationOptional
Max 3
To specify additional names or those longer than 35 characters in length
120
Employment PositionOptional
Max 1
To describe employment position
130
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
N3Loop
Optional
Repeat >1
140
Address InformationMandatory
Max 1
To specify the location of the named party
150
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
160
Communication Contact InformationOptional
Max 9
To specify a communication contact number
170
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
N9Loop
Optional
Repeat >1
180
Reference IdentificationMandatory
Max 1
To transmit identifying information as specified by the Reference Identification Qualifier
190
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
REFLoop
Optional
Repeat >1
200
Reference IdentificationMandatory
Max 1
To specify identifying information
210
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
UCLoop
Optional
Repeat >1
220
Underwriting CategoryMandatory
Max 1
To identify the category of underwriting data being transmitted
230
InformationOptional
Max >1
To report information
240
Employment PositionOptional
Max 1
To describe employment position
250
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
260
Address InformationOptional
Max 3
To specify the location of the named party
270
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
280
Administrative Communications ContactOptional
Max 9
To identify a person or office to whom administrative communications should be directed
290
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
300
Case DescriptionOptional
Max 1
To identify and describe a specific court case
310
Administration of Justice Event DescriptionOptional
Max >1
To describe specific administration of justice events and actions
320
Test Score RecordOptional
Max 1
To provide information about national, regional, state, or local tests that a student has taken
330
Test ScoresOptional
Max 1
To provide scores on tests that a student has taken
340
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
LICLoop
Optional
Repeat >1
350
License InformationMandatory
Max 1
To provide license information
360
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
LINLoop
Optional
Repeat >1
370
Item IdentificationMandatory
Max 1
To specify basic item identification data
380
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
N1Loop
Optional
Repeat >1
390
NameMandatory
Max 1
To identify a party by type of organization, name, and code
SPALoop
Optional
Repeat >1
400
Status of Product or ActivityMandatory
Max 1
To indicate the details and status of a product or product activity
410
Geographic LocationOptional
Max >1
To specify the geographic place of the named party
420
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
430
Yes/No QuestionOptional
Max 1
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
440
Reference IdentificationOptional
Max 3
To specify identifying information
450
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
LINLoop
Optional
Repeat >1
460
Item IdentificationMandatory
Max 1
To specify basic item identification data
470
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
PWKLoop
Optional
Repeat >1
480
PaperworkMandatory
Max 1
To identify the type or transmission or both of paperwork or supporting information
490
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
500
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
510
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
EFILoop
Optional
Repeat >1
520
Electronic Format IdentificationMandatory
Max 1
To provide basic information about the electronic format of the interchange data
530
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
540
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)