DATA FIELDS

DEFAULT
GENERAL INFORMATION

Last Name

DERIVED
Concatenate Assured Name to get Last Name,
First Name and Middle Name. Please refer to the
RSD addendum on the procedure to derive client
name.

First Name
Middle Name
Company Name
Client Type

Individual = Individual client, Corporation = Nonindivdual client. This will depend on the results of
the validation based on the rule on how to
concantenate the Assured Name.

Date of Birth

Birthdate (CTS/CLAS)

Date of Incorporation

Birthdate (CTS/CLAS)

Client Classification
Client Risk Classification
Country

Normal
Normal
Philippines
CONTACT DETAILS

Type of Address
No. Building, Street

Home

Present Billing/Permanent Address

Type
Country Code
Area Code
Number

Home
+63
02

Address. For records in the Matched List and For

Confirmation, user may or may not include this
data in the Pipeline draft. In the case of records in
the For Client Creation, Address data is
mandatory.

Contact No. = SP Fire/Life and Motor

DATA FIELDS

DEFAULT
BASIC INFO

Same as Client
Assured Name

Transaction Type
Policy Delivery
Account Type
Mortgagee

New Business
Send to Client
Mortgaged
Banco de Oro

DERIVED

Client Id and related information (client type, client Name,

CIF and client classification) of the client record in the
pipeline that was matched with the Assured Name in the
upload file

Loan PN Number

Loan PN No. = SP Fire, Life and Motor

Loan Booking

Loan Booking Date. = SP Fire, Life and Motor

Maturity Date

Maturity Date. = SP Fire

Permanent Address

Billing Address

RISK INFO

Line of Insurance

1 = Fire Insurance, 2 = Life Insurance, 3 = Motor

Insurance
Total Amount Insured = SP Fire, Face Amount = Life,
Amount Insured = Motor
Inception Date. = SP Fire, Life and Motor
Expiry Date. = SP Fire, Life and Motor
Single Location = SP Fire, Individual = SP Life, Non Fleet = SP Motor

Total Sum Insured

Inception Date
Expiration Date
Type of Entry
Insurance Program
Policy Currency
Preferred Premium Rate
Location of Risk

Non-Package
Phil Peso
Premium = SP Fire, Life and Motor
Location of Risk = SP Fire. Locartion of Risk data in the
file will be uploaded to the No., Building Stree field in the
Risk Inofrmation > Risk Details.

Year Model
Plate No.
Motor / Engine No.
Serial / Chassis No.
Color

Unit Description = SP Motor

Plate No. = SP Motor
Motor No. = SP Motor
Serial No. = SP Motor
Color = SP Motor
PAYMENT DETAILS

Payment Term

Mode of Payment = SP Life

Official Receipt Delivery

Payor's Name

Sent to Client
Same as Assured
MIS/PRODUCTION CREDIT SHARING

Location
Date Referred
BDOI Account Officer
Sub - Business Origin

BDOI Location = SP Fire, Life and Motor

Booking Date = CLAS/CTS
User who uploaded theCLAS or CTS file.
Sub - Business Origin = SP Fire, Life and Motor