17-06-2025 04:45 PM - edited 17-06-2025 05:34 PM
This screen captures details of health policies (e.g. dental / hospital treatment schemes) and general insurance policies (e.g. car / buildings / commercial).
| Field label | Field ID (e.g. Xmerge syntax) |
| Health insurance |
|
|
Coverage |
cover |
|
Status |
policy_status |
|
Provider |
insurer |
|
Policy number |
policy_number |
|
Next renewal date |
anniversary_date |
|
Individual/employee amount |
premium_individual |
|
Employer amount |
premium_employer |
|
Payment frequency |
premium_frequency |
|
Under advice status |
under_advice |
|
General insurance |
|
|
Type |
type |
|
Status |
benefit_status |
|
Provider |
coy |
|
Policy number |
policy_number |
|
Sum insured |
value |
|
Insured at policy level |
insured_at_policy_level |
|
Premium |
benefit_premium |
|
Paid by owner(s) |
payer_is_policy_owner |
|
Payment frequency |
frequency |
|
Under advice status |
under_advice |
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.