Entity Quotation

DescriptionOne or more actions to produce a quotation.

Attributes
Actual End DateActual End Date
Actual Labor HoursActual Labor Hours
Actual Start DateActual Start Date
Actual Time SpentActual Time Spent
Delay ReasonDelay Reason
Individual Group IndIndividual Group Ind
Manual Automatic IndManual Automatic Ind
NameName
New Or Renewal IndNew Or Renewal Ind
Planned DurationPlanned Duration
Planned End DatePlanned End Date
Planned ManpowerPlanned Manpower
Planned Start DatePlanned Start Date
Quotation StatusQuotation Status

Relationship
Application is involved in Quotation TaskApplication is involved in Quotation Task
Document is Product of QuotationDocument is Product of Quotation
Person is quoted for in Quotation TaskPerson is quoted for in Quotation Task
Quotation_Underwriting Process_FKQuotation_Underwriting Process_FK
Quotation_Health Plan Group_FKQuotation_Health Plan Group_FK
Insurance Policy is existing policy in QuotationInsurance Policy is existing policy in Quotation
Insurance Policy is new policy for QuotationInsurance Policy is new policy for Quotation
Health Plan Product is quoted for by QuotationHealth Plan Product is quoted for by Quotation

Dependencies
 NONE

Reverse Dependencies
 

Attribute Details

 Actual End Date
DescriptionThe actual date upon which the activity ended.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Actual Labor Hours
DescriptionActual number hours that it took to produce the activity.
Data TypeStandards - Data Domains.ddm/Data Domains/Small Counter [SHORT]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Actual Start Date
DescriptionThe actual date upon which the activity was started.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Actual Time Spent
DescriptionThe actual time spent to produce the activity.
Data TypeStandards - Data Domains.ddm/Data Domains/Number Decimal Large [DECIMAL(15,6)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Delay Reason
DescriptionIndicates the cause of any discrepancy between planned and actual end dates.
Data TypeStandards - Data Domains.ddm/Data Domains/Enumeration [VARCHAR(20)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Individual Group Ind
DescriptionIndicates whether the quotation is for a health benefits plan group or a person.

For example:
G = Group
I = Individual
Data TypeStandards - Data Domains.ddm/Data Domains/Alphanumeric Small [VARCHAR(6)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Manual Automatic Ind
DescriptionIndicates that the quotation was produced manually, or automatically from the standardized parameters of a quotation system.

For example:
A = Automatic
M = Manual
Data TypeStandards - Data Domains.ddm/Data Domains/Alphanumeric Small [VARCHAR(6)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Name
DescriptionName of the activity.
Data TypeStandards - Data Domains.ddm/Data Domains/Name [VARCHAR(30)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 New Or Renewal Ind
DescriptionIndicates whether the quotation is for a new account or a renewal of an existing one.

For example:
N = New
R = Renewal
Data TypeStandards - Data Domains.ddm/Data Domains/Alphanumeric Small [VARCHAR(6)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Planned Duration
DescriptionThe time planned for the performing of the activity. This is the total elapsed time over which the activity is expected to be performed and not the planned labor hours.
Data TypeStandards - Data Domains.ddm/Data Domains/Number Decimal Large [DECIMAL(15,6)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Planned End Date
DescriptionDate upon which the activity is planned to end.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Planned Manpower
DescriptionThe planned labor hours required for the activity.
Data TypeStandards - Data Domains.ddm/Data Domains/Number Decimal Large [DECIMAL(15,6)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Planned Start Date
DescriptionDate upon which the activity is planned to start.
Data TypeStandards - Data Domains.ddm/Data Domains/Date [DATE]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse



 Quotation Status
DescriptionDistinguishes between quotation tasks according to their current state.
Data TypeStandards - Data Domains.ddm/Data Domains/Enumeration [VARCHAR(20)]
Is Part Of PrimaryKeyfalse
Is Requiredfalse
Is Derivedfalse
Is Surrogate Keyfalse

Relationship Details

 Application is involved in Quotation Task
Is Identifying Relationshipfalse
Child TableQuotation
Child Role Nameinvolves
Child MultiplicityZERO_TO_MANY
Child Referential Integrity: On DeleteNONE
Child Referential Integrity: On InsertNONE
Child Referential Integrity: On UpdateNONE
Parent TableApplication
Parent Role Nameis involved in
Parent MultiplicityZERO_TO_ONE
Parent Referential Integrity: On DeleteNONE
Parent Referential Integrity: On InsertNONE
Parent Referential Integrity: On UpdateNONE



 Document is Product of Quotation
Is Identifying Relationshipfalse
Child TableQuotation
Child Role Nameproduces
Child MultiplicityZERO_TO_MANY
Child Referential Integrity: On DeleteNONE
Child Referential Integrity: On InsertNONE
Child Referential Integrity: On UpdateNONE
Parent TableDocument
Parent Role Nameis product of
Parent MultiplicityZERO_TO_ONE
Parent Referential Integrity: On DeleteNONE
Parent Referential Integrity: On InsertNONE
Parent Referential Integrity: On UpdateNONE



 Person is quoted for in Quotation Task
Is Identifying Relationshipfalse
Child TableQuotation
Child Role Namequotes for
Child MultiplicityZERO_TO_MANY
Child Referential Integrity: On DeleteNONE
Child Referential Integrity: On InsertNONE
Child Referential Integrity: On UpdateNONE
Parent TablePerson
Parent Role Nameis quoted for in
Parent MultiplicityZERO_TO_ONE
Parent Referential Integrity: On DeleteNONE
Parent Referential Integrity: On InsertNONE
Parent Referential Integrity: On UpdateNONE



 Quotation_Underwriting Process_FK
Is Identifying Relationshipfalse
Child TableQuotation
Child MultiplicityZERO_TO_MANY
Child Referential Integrity: On DeleteNONE
Child Referential Integrity: On InsertNONE
Child Referential Integrity: On UpdateNONE
Parent TableUnderwriting Process
Parent MultiplicityZERO_TO_MANY
Parent Referential Integrity: On DeleteNONE
Parent Referential Integrity: On InsertNONE
Parent Referential Integrity: On UpdateNONE



 Quotation_Health Plan Group_FK
Is Identifying Relationshipfalse
Child TableQuotation
Child MultiplicityZERO_TO_MANY
Child Referential Integrity: On DeleteNONE
Child Referential Integrity: On InsertNONE
Child Referential Integrity: On UpdateNONE
Parent TableHealth Plan Group
Parent MultiplicityZERO_TO_ONE
Parent Referential Integrity: On DeleteNONE
Parent Referential Integrity: On InsertNONE
Parent Referential Integrity: On UpdateNONE



 Insurance Policy is existing policy in Quotation
Is Identifying Relationshipfalse
Child TableQuotation
Child MultiplicityZERO_TO_MANY
Child Referential Integrity: On DeleteNONE
Child Referential Integrity: On InsertNONE
Child Referential Integrity: On UpdateNONE
Parent TableInsurance Policy
Parent MultiplicityZERO_TO_ONE
Parent Referential Integrity: On DeleteNONE
Parent Referential Integrity: On InsertNONE
Parent Referential Integrity: On UpdateNONE



 Insurance Policy is new policy for Quotation
Is Identifying Relationshipfalse
Child TableQuotation
Child MultiplicityZERO_TO_MANY
Child Referential Integrity: On DeleteNONE
Child Referential Integrity: On InsertNONE
Child Referential Integrity: On UpdateNONE
Parent TableInsurance Policy
Parent MultiplicityZERO_TO_ONE
Parent Referential Integrity: On DeleteNONE
Parent Referential Integrity: On InsertNONE
Parent Referential Integrity: On UpdateNONE



 Health Plan Product is quoted for by Quotation
Is Identifying Relationshipfalse
Child TableQuotation
Child Role Namequotes for
Child MultiplicityZERO_TO_MANY
Child Referential Integrity: On DeleteNONE
Child Referential Integrity: On InsertNONE
Child Referential Integrity: On UpdateNONE
Parent TableHealth Plan Product
Parent Role Nameis quoted for by
Parent MultiplicityZERO_TO_ONE
Parent Referential Integrity: On DeleteNONE
Parent Referential Integrity: On InsertNONE
Parent Referential Integrity: On UpdateNONE