| Business Data Model Data Model |
| Description | The role of a party in an intermediary agreement. The intermediary represents the marketing, selling or servicing of agreements. The role player can be a person (an agent or a broker), or an organization (an agency). Every channel role can play multiple selling channel and servicing channel roles, one for each agreement. For example: Broker Call center Tied agent |
| Relationship | |
 Intermediary_Party_FK |
|
| Intermediary_Intermediary Agreement_FK |
|
| Dependencies | |
 NONE |
|
| Reverse Dependencies | |
| |
|
| Attribute Details |
Achievement Level
| Description | Indicates the status of the achievement of the intermediary in monetary terms. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Enumeration [VARCHAR(20)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Authority Level
| Description | Indicates the authority level of the intermediary. For example: Selling Servicing |
| Data Type | Standards - Data Domains.ddm/Data Domains/Enumeration [VARCHAR(20)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Authority Level Date
| Description | The date upon which the current Authority Level was assigned to the intermediary. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Date [DATE] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Book of Business Value
| Description | Total value of the rights to the book of business held by the intermediary. For example: 50,000 USD |
| Data Type | Standards - Data Domains.ddm/Data Domains/Free Text [VARCHAR(1024)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Business Objective
| Description | A goal set by management to be achieved by a certain date. The success criteria for attaining the goal must be clearly defined and measurable. For example: The 31 July 1992 target of 100 policies sold to new customers. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Free Text [VARCHAR(1024)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Claims Management Authority
| Description | The textual description explaining the authority of the intermediary with respect to the management of claims. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Text Medium [VARCHAR(255)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Commercial Targets
| Description | The textual description explaining the commercial targets such as the growth rate of a portfolio, a portfolio retention rate. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Text Medium [VARCHAR(255)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Education Support
| Description | The textual description explaining the education support provided to the intermediary such as a general sales training. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Text Medium [VARCHAR(255)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Independence Category
| Description | Indicates the nature of the business relationship between the intermediary and the modeled organization. For example: Employed Fully independent Limited independence Tied |
| Data Type | Standards - Data Domains.ddm/Data Domains/Enumeration [VARCHAR(20)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Infrastructure Support
| Description | The textual description explaining the infrastructure support provided to the intermediary such as a laptop. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Text Medium [VARCHAR(255)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Intermediary Revenue
| Description | The annual revenue of a party who plays an intermediary role in the insurance business. For example: 2,000,000 USD annually |
| Data Type | Standards - Data Domains.ddm/Data Domains/Currency Amount [DECIMAL(14,2)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Intermediary Status
| Description | Indication of the status of the intermediary's agreement with the health plan organization. For example: Active Suspended Terminated |
| Data Type | Standards - Data Domains.ddm/Data Domains/Enumeration [VARCHAR(20)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Intermediary Type
| Description | Indicates the nature of the relationship between the intermediary and the health plan organization (including tied agent, broker and call centre employee). For example: Tied agent |
| Data Type | Standards - Data Domains.ddm/Data Domains/Enumeration [VARCHAR(20)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Marketing Support
| Description | The textual description explaining the marketing support provided to the intermediary such as mailing, basic advertising brochures, advertising in local newspapers and gifts. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Text Medium [VARCHAR(255)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Prospects Quota
| Description | The maximum number of prospects that an intermediary is allowed to manage at any time. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Number Integer [INTEGER] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Seniority Level
| Description | Indicates the level of seniority of the intermediary. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Enumeration [VARCHAR(20)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Service Level
| Description | A free-text statement used to explain the service level a partner guarantees for all services performed. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Free Text [VARCHAR(1024)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Tenure in Industry
| Description | The time during which the agent been an insurance agent. For example: 5 years |
| Data Type | Standards - Data Domains.ddm/Data Domains/Small Counter [SHORT] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Training Level
| Description | Indicates the level of health insurance business education successfully completed by the intermediary. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Enumeration [VARCHAR(20)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Underwriting Authority Level
| Description | Indicates the restriction that applies to the intermediary with respect to deciding the terms on which an agreement will be accepted. For example: L (Limited) N (None) P (Preferred) |
| Data Type | Standards - Data Domains.ddm/Data Domains/Enumeration [VARCHAR(20)] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
Underwriting Authority Start Date
| Description | The date upon which the Underwriting Authority Level was granted. |
| Data Type | Standards - Data Domains.ddm/Data Domains/Date [DATE] |
| Is Part Of PrimaryKey | false |
| Is Required | false |
| Is Derived | false |
| Is Surrogate Key | false |
| Relationship Details |
Intermediary_Party_FK
| Is Identifying Relationship | false |
| Child Table | Intermediary |
| Child Multiplicity | ZERO_TO_MANY |
| Child Referential Integrity: On Delete | NONE |
| Child Referential Integrity: On Insert | NONE |
| Child Referential Integrity: On Update | NONE |
| Parent Table | Party |
| Parent Multiplicity | ONE |
| Parent Referential Integrity: On Delete | NONE |
| Parent Referential Integrity: On Insert | NONE |
| Parent Referential Integrity: On Update | NONE |
Intermediary_Intermediary Agreement_FK
| Is Identifying Relationship | false |
| Child Table | Intermediary |
| Child Multiplicity | ZERO_TO_MANY |
| Child Referential Integrity: On Delete | NONE |
| Child Referential Integrity: On Insert | NONE |
| Child Referential Integrity: On Update | NONE |
| Parent Table | Intermediary Agreement |
| Parent Multiplicity | ZERO_TO_MANY |
| Parent Referential Integrity: On Delete | NONE |
| Parent Referential Integrity: On Insert | NONE |
| Parent Referential Integrity: On Update | NONE |
| Business Data Model Data Model |