Entity Intermediary Agreement Detail

DescriptionAn agreement defining the way in which an intermediary can act on behalf of a healthcare insurer.

For example:
Broker agreement between Broker ABC and Acme Insurance Company.

Attributes
Agreement DescrAgreement Descr
Agreement End DtAgreement End Dt
Agreement Start DtAgreement Start Dt
Agreement Status Code SkAgreement Status Code Sk
Agreement Status Reason Code SkAgreement Status Reason Code Sk
Agreement Type Code SkAgreement Type Code Sk
Bound DtBound Dt
Commission EarnedCommission Earned
Commission Rate SacrificedCommission Rate Sacrificed
Commission WithheldCommission Withheld
Effective From DtEffective From Dt
Effective To DtEffective To Dt
Intermediary Agreement SkIntermediary Agreement Sk
Line Of Business Code SkLine Of Business Code Sk
Load Info SkLoad Info Sk
Next Renewal DtNext Renewal Dt
Next Review DtNext Review Dt
Number Of Payments MadeNumber Of Payments Made
Planned End DtPlanned End Dt
Pre-issue Commission IndPre-issue Commission Ind
Selected Currency Code SkSelected Currency Code Sk
Source Code SkSource Code Sk
Tenant SkTenant Sk
Valid From TsValid From Ts
Valid To TsValid To Ts

Relationship
Intermediary Agreement Detail_Intermediary Agreement_FKIntermediary Agreement Detail_Intermediary Agreement_FK

Primary Key
Intermediary Agreement Detail PKIntermediary Agreement Detail PK

Dependencies
 
 

Reverse Dependencies
 

Attribute Details

 Agreement Descr
DescriptionTextual description of the Agreement.
Data TypeStandards - Data Domains.ddm/Data Domains/Description [VARCHAR(250)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Agreement End Dt
DescriptionThe date upon which the Intermediary Agreement actually terminates. This may pre- or post-date the Planned End Date. For example, early termination of a contract due to poor performance. The termination date of the Intermediary Agreement is also represented in the status date for the terminated status.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Agreement Start Dt
DescriptionThe date upon which the Intermediary Agreement first starts. For renewable agreements, this date represents the date of the original Intermediary Agreement before any renewal.
Derived from the status related information.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Agreement Status Code Sk
DescriptionIndicates the Intermediary Agreement's current status.

For Example:
Active
Cancelled
Expired
Final
In Force
In Process
Initial
Lapsed
Not taken up
Offered
Rejected
Suspended
Terminated
Under Negotiation
Data TypeStandards - Data Domains.ddm/Data Domains/Surrogate Key [INTEGER]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Agreement Status Reason Code Sk
DescriptionIndicates the motivation or cause for changing the Agreement Status of the intermediary agreement.

For example:
Not eligible (if agreement rejected)
Not taken up (if agreement rejected)
Data TypeStandards - Data Domains.ddm/Data Domains/Surrogate Key [INTEGER]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Agreement Type Code Sk
DescriptionIdentifies the type of the agreement.
Data TypeStandards - Data Domains.ddm/Data Domains/Surrogate Key [INTEGER]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Bound Dt
DescriptionThe date upon which the intermediary agreement is considered legally binding, or in force. Depending on the legislation the bound date can be the date when the intermediary agreement is signed by both parties and/or when the first premium has been paid.
Derived from the status related information.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Commission Earned
DescriptionSum of commission earned under the terms of the intermediary agreement.
Data TypeStandards - Data Domains.ddm/Data Domains/Currency Amount [DECIMAL(14,2)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Commission Rate Sacrificed
DescriptionRate representing the portion of commission given up by the sales entity to enhance the terms for their client.
Data TypeStandards - Data Domains.ddm/Data Domains/Percentage [FLOAT(2)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Commission Withheld
DescriptionSum of that part of the commissions which are not paid out to the sales entity, but kept as compensation for contracts which are prematurely terminated.
Data TypeStandards - Data Domains.ddm/Data Domains/Currency Amount [DECIMAL(14,2)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Effective From Dt
DescriptionEstablishes a period where a set of attributes are true according to the business.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredtrue
Is Derivedfalse
Is Surrogate Keyfalse



 Effective To Dt
DescriptionEnds a period of effectivity.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Intermediary Agreement Sk
DescriptionThe generated surrogate key of the Intermediary Agreement anchor.
Data TypeStandards - Data Domains.ddm/Data Domains/Surrogate Key Large [LONG]
Is Part Of PrimaryKeytrue
Is Requiredtrue
Is Derivedfalse
Is Surrogate Keyfalse



 Line Of Business Code Sk
DescriptionIndicates the nature of commercial enterprise of the modeled organization.
Data TypeStandards - Data Domains.ddm/Data Domains/Surrogate Key [INTEGER]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Load Info Sk
DescriptionThe surrogate key of the load information entry describing the details regarding the loading of the row.
Data TypeStandards - Data Domains.ddm/Data Domains/Surrogate Key Large [LONG]
Is Part Of PrimaryKeyfalse
Is Requiredtrue
Is Derivedfalse
Is Surrogate Keyfalse



 Next Renewal Dt
DescriptionThe next date at which the enforce status of the agreement must be re-evaluated or re-conducted.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Next Review Dt
DescriptionThe date upon which a review of the intermediary agreement is planned.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Number Of Payments Made
DescriptionThe number of commission payments made.
Data TypeStandards - Data Domains.ddm/Data Domains/Small Counter [SHORT]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Planned End Dt
DescriptionThe date upon which the end of the intermediary agreement is planned.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Pre-issue Commission Ind
DescriptionIndicates whether (1) or not (0) the pre-issue of commission applies to the agreement. Under this process, commission is paid to the intermediary's or sales rep's current account because he issued a new application for insurance. The pre-issue commission will be reversed when the commission for the new business comes on the books. When the new policy does not come on the books, the pre-issue commission will be recovered. This usually happens at a set point in time. The reason for allocating pre-issue commission is that it may take several weeks before the underwriting process (especially medical underwriting) can be completed. Without pre-issue commission, the intermediary would have to wait all this time before they receive the commission. Pre-issue commission is optional, as the health plan may or may not want to do this process.

For example:
0 = Pre-Issue Commission Does Not Apply
1 = Pre-Issue Commission Applies
Data TypeStandards - Data Domains.ddm/Data Domains/Boolean Indicator [INTEGER]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Selected Currency Code Sk
DescriptionIndicates the currency as selected by the customer to be used on any monetary information provided to the customer.
Data TypeStandards - Data Domains.ddm/Data Domains/Surrogate Key [INTEGER]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Source Code Sk
DescriptionThe origin of the data identifying the actual load source, vendor, manual key entry, or context of the data in a specific row in the database.
Data TypeStandards - Data Domains.ddm/Data Domains/Surrogate Key [INTEGER]
Is Part Of PrimaryKeyfalse
Is Requiredtrue
Is Derivedfalse
Is Surrogate Keyfalse



 Tenant Sk
DescriptionThe surrogate key of the entry identifying the legal owner of the data.
Data TypeStandards - Data Domains.ddm/Data Domains/Surrogate Key [INTEGER]
Is Part Of PrimaryKeyfalse
Is Requiredtrue
Is Derivedfalse
Is Surrogate Keyfalse



 Valid From Ts
DescriptionEstablishes a period where a set of attributes are true in the source system. This would be populated with the transaction timestamp and would be used for the snapshot date.
Data TypeStandards - Data Domains.ddm/Data Domains/Timestamp [TIMESTAMP]
Is Part Of PrimaryKeytrue
Is Requiredtrue
Is Derivedfalse
Is Surrogate Keyfalse



 Valid To Ts
DescriptionEnds a period of validity.
Data TypeStandards - Data Domains.ddm/Data Domains/Timestamp [TIMESTAMP]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse

Relationship Details

 Intermediary Agreement Detail_Intermediary Agreement_FK
Is Identifying Relationshiptrue
Child TableIntermediary Agreement Detail
Child MultiplicityZERO_TO_MANY
Child Referential Integrity: On DeleteNONE
Child Referential Integrity: On InsertNONE
Child Referential Integrity: On UpdateNONE
Parent TableIntermediary Agreement
Parent MultiplicityONE
Parent Referential Integrity: On DeleteNONE
Parent Referential Integrity: On InsertNONE
Parent Referential Integrity: On UpdateNONE

Primary Key Details

 Intermediary Agreement Detail PK
Key AttributeIntermediary Agreement Sk
Key AttributeValid From Ts