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2)
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3)
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the title property has no meaning in DocXpress
the tag property determines whether it is a value, conditional, repetition,
etc.
THE MARKUP
RISKS
Risk
Figures
Risk
Factors
Aggregate
of Risk Figures
Product
of Risk Factors
HEADS OF
TERMS
The Policyholder
Title |
|
First name |
|
Surname |
|
Gender |
|
Date of birth |
|
Postcode |
|
Email |
|
Marital status |
|
Contact number |
|
Home owner |
|
Home insurance due |
|
Payment term |
|
UK resident |
More
than 3 years |
Vehicles in household |
|
Occupation |
|
Industry |
|
OTHER WORK
Occupation |
|
Industry |
|
SELF-EMPLOYED
Occupation |
|
Industry |
|
OTHER WORK
Occupation |
|
Industry |
|
RETIRED
DOES NOT WORK
WORK
Occupation |
|
Industry |
|
OTHER
EMPLOYMENT
Industry |
|
DRIVING
HISTORY
LICENCE HANDY
Last 5 digits |
|
LICENCE NOT HANDY
Driving licence type |
|
Driving licence held |
|
MOTORING
CONVICTIONS
NO MOTORING CONVICTIONS
CONVICTION #
Date
Code
Ban
CLAIMS
& ACCIDENTS
NO CLAIMS OR ACCIDENTS
CLAIM #
Date
Type
THE DICTIONARY
Section |
Governor |
Variable |
Question |
Guidance |
Policyholder |
|
|
|
Policyholder -
tell us about yourself |
|
|
PolicyholderTitle |
Title |
|
|
|
PolicyholderFirstName |
First name |
|
|
|
PolicyholderSurname |
Surname |
|
|
|
PolicyholderGender |
Gender |
|
|
|
PolicyholderDateOfBirth |
Date of birth |
For example,
your date of birth should look like: 28/12/1965 |
|
|
PolicyholderPostcode |
Postcode |
|
|
|
PolicyholderEmail |
Email address |
We'll use this
to contact you about your policy. We'd also like to share more with you
about our products and services, you can choose how we do this at the bottom
of the page. |
Policyholder -
More |
|
|
|
|PolicyholderFirstName|, please tell us a bit more about yourself |
|
|
PolicyholderEmploymentStatus |
What's your
employment status? |
|
|
|
PolicyholderWorkRetired |
Do you do any
other work? |
This could
include part-time or voluntary work. |
|
|
PolicyholderOccupation |
What's your
occupation? |
Start typing
the first three letters of your job title and then select from the
list. If you can't find your exact
title please just choose whichever is closest. |
|
|
PolicyholderIndustry |
Which industry
do you work in? |
Start typing
the first three letters of the industry you work in then select from the
list. If you can't find the exact
one, please just choose whichever is closest. |
|
|
PolicyHolderWorkOther |
Do you do any
other work? |
|
|
|
PolicyholderOccupationOther |
What's your
occupation? |
Start typing
the first three letters of your job title and then select from the
list. If you can't find your exact
title please just choose whichever is closest. |
|
|
PolicyholderIndustryOther |
Which industry
do you work in? |
Start typing
the first three letters of the industry you work in then select from the
list. If you can't find the exact
one, please just choose whichever is closest. |
|
|
PolicyholderOtherEmployment |
Please choose
from the following ... |
|
Driving |
|
|
|
Driving history |
|
|
PolicyholderDrivingLicenceHandy |
Do you have
your driving licence handy? |
You can save
time by simply entering the last 5 digits of your UK mainland driving
licencde number. Press 'Yes' is
you've got your licence at hand. |
|
|
PolicyholderDrivingLicenceLast5 |
Please enter
the last 5 digits of your driving licence number. |
We'll share
this information with the DVLA to confirm your licence status, entitlement
information, as well as any endorsement or conviction data. |
|
|
PolicyholderDrivingLicenceType |
What type of
driving licence do you have? |
We may ask you
at any time to send usyour driving licence. |
|
|
PolicyholderDrivingLicenceHeld |
How long have
you held this licence for? |
If you've
exchanged a previous licence without having to take a test, please tell us
the total amount of years you've held a licence for. |
Convictions |
|
|
|
|
|
|
Convictions |
Have you had
any motoring convictions or fixed penalty endorsements in the last five
years? |
Please include
disqualifications, as well as any convictions. |
Conviction #|index| |
ConvictionsCount |
|
|
<b>Please
tell us about these convictions or fixed penalty notices</b> Please check
the <a href="https://www.gov.uk/penalty-points-endorsements/endorsement-codes-and-penalty-points">UK
Government website</a> if you're not sure of your conviction
code. For Northern Ireland or
Republic of Ireland, please use the nearest UK equivalent. |
|
|
ConvictionDate |
Date of
conviction |
|
|
|
ConvictionCode |
Conviction code |
|
|
|
ConvictionBan |
Did the
conviction result in a ban? |
|
|
|
ConvictionBanDuration |
How long was
the ban for? |
|
Claims &
Accidents |
|
|
|
|
|
|
Claims |
Have you had
any claims or accidents (including while insured with us) in the last five
years? |
You need to
tell us all the details, regardless of whether it was your fault or not, and
if you claimed or not. |
Claim #|index| |
ClaimsCount |
|
|
<b>Please
tell us about these claims and accidents</b> |
|
|
ClaimDate |
Date of claim |
|
|
|
ClaimType |
Type of claim |
|
Other details |
|
|
|
|
|
|
PolicyholderMaritalStatus |
What's your
marital status? |
|
|
|
PolicyholderContactNumber |
Contact number
(Your mobile number is the best way for us to keep in touch) |
We'll only use
this to contact you about your policy |
|
|
PolicyholderHomeOwner |
Do you own your
own home? |
Answer yes if
you or your spouse / partner own the property outright, have a mortgage or
shared ownership. |
|
|
PolicyholderHomeInsuranceDue |
When is your
home insurance due? |
|
|
|
PolicyholderPaymentTerm |
How would you
prefer to pay for your car insurance? |
|
|
|
PolicyholderResidentYears3 |
Have you been a
UK resident for more than 3 years? |
|
|
|
PolicyholderResidentYears |
How many years
have you been a UK resident? |
|
|
|
PolicyholderVehicles |
How many cars
and/or vans (including this one) do you have in your household? |
You should
include any cars, vans and motorvans, but not motorbikes. Our definition of 'household' includes
anyone who normally lives with you. |
Name |
Input |
Mode |
Arrange |
Required |
Allow |
Options |
Unknown |
Placeholder |
Min |
Max |
PolicyholderTitle |
pick |
dropdown |
|
true |
|
TitleOptions |
|
|
|
|
PolicyholderFirstName |
text |
line |
|
true |
false |
|
|
|
|
|
PolicyholderSurname |
text |
line |
|
true |
false |
|
|
|
|
|
PolicyholderGender |
pick |
button |
|
true |
|
GenderOptions |
|
|
|
|
PolicyholderDateOfBirth |
date |
|
|
true |
|
|
|
|
|
|
PolicyholderPostcode |
text |
line |
|
true |
false |
|
|
|
|
|
PolicyholderEmail |
text |
email |
|
true |
false |
|
|
|
|
|
PolicyholderEmploymentStatus |
pick |
button |
|
true |
|
EmploymentOptions |
|
|
|
|
PolicyholderWorkRetired |
boolean |
button |
|
true |
|
|
|
|
|
|
PolicyholderWorkOther |
boolean |
button |
|
true |
|
|
|
|
|
|
PolicyholderOccupation |
pick |
search |
|
true |
|
OccupationOptions |
|
|
|
|
PolicyholderOccupationOther |
pick |
search |
|
true |
|
OccupationOptions |
|
|
|
|
PolicyholderIndustry |
pick |
search |
|
true |
|
IndustryOptions |
|
|
|
|
PolicyholderIndustryOther |
pick |
search |
|
true |
|
IndustryOptions |
|
|
|
|
PolicyholderOtherEmployment |
pick |
dropdown |
|
true |
|
OtherEmploymentOptions |
|
|
|
|
PolicyholderDrivingLicenceHandy |
boolean |
button |
|
true |
|
|
|
|
|
|
PolicyholderDrivingLicenceLast5 |
text |
line |
|
|
|
|
|
|
|
|
PolicyholderDrivingLicenceType |
pick |
dropdown |
|
true |
|
LicenceTypeOptions |
|
|
|
|
PolicyholderDrivingLicenceHeld |
pick |
dropdown |
|
true |
|
LicenceHeldOptions |
"Unknown" |
|
|
|
PolicyholderMaritalStatus |
pick |
dropdown |
|
|
|
MaritalStatusOptions |
"Please select" |
|
|
|
PolicyholderContactNumber |
text |
telephone |
|
|
|
|
|
|
|
|
PolicyholderHomeOwner |
boolean |
button |
|
|
|
|
|
|
|
|
PolicyholderHomeInsuranceDue |
date |
dropdown |
[month-name] |
|
|
|
|
|
|
|
PolicyholderPaymentTerm |
pick |
button |
|
|
|
PaymentTermOptions |
|
|
|
|
PolicyholderResidentYears3 |
boolean |
button |
|
|
|
|
|
|
|
|
PolicyholderResidentYears |
pick |
button |
|
|
|
ResidentYearsOptions |
|
|
|
|
PolicyholderVehicles |
pick |
button |
|
|
|
VehiclesOptions |
|
|
|
|
Convictions |
boolean |
button |
|
|
|
|
|
|
|
|
ConvictionsCount |
integer |
|
|
|
|
|
|
|
|
|
ConvictionDate |
date |
dropdown |
[month-name] [year-digits] |
true |
|
|
|
"MM/YYYY" |
addyears(today(),-5) |
today() |
ConvictionCode |
pick |
dropdown |
|
true |
|
ConvictionCodeOptions |
|
|
|
|
ConvictionBan |
boolean |
button |
|
|
|
|
|
|
|
|
ConvictionBanDuration |
pick |
dropdown |
|
|
|
BanDurationOptions |
|
|
|
|
Claims |
boolean |
button |
|
|
|
|
|
|
|
|
ClaimsCount |
integer |
|
|
|
|
|
|
|
|
|
ClaimDate |
date |
dropdown |
[month-name] [year-digits] |
true |
|
|
|
"MM/YYYY" |
addyears(today(),-5) |
today() |
ClaimType |
pick |
dropdown |
|
true |
|
ClaimTypeOptions |
|
|
|
|
Repetition
Governor Buttons
Name |
Governor Add |
Governor Delete |
ConvictionsCount |
Add another conviction |
Remove |
ClaimsCount |
Add another claim or accident |
Remove |
Violation
Texts
Name |
Violation Required |
Violation Min Max |
ConvictionDate |
The conviction date is required |
This date needs to be in the last 5 years. |
ClaimDate |
The claim or accident date is required |
This date needs to be in the last 5 years. |
Name |
Type |
Computation |
PaymentTermAnnually |
boolean |
PolicyholderPaymentTerm == "Annually" |
PolicyholderEmployed |
Boolean |
PolicyholderEmploymentStatus == "Employed" |
PolicyholderSelfEmployed |
boolean |
PolicyholderEmploymentStatus == "Self-employed" |
PolicyholderRetired |
boolean |
PolicyholderEmploymentStatus == "Retired" |
PolicyholderOtherEmployed |
boolean |
PolicyholderEmploymentStatus == "Other" |
OccupationOptions |
text[] |
Select Name From Codes Where Kind == "Occupation" |
IndustryOptions |
text[] |
Select Name From Codes Where Kind == "Industry" |
OtherEmploymentOptions |
text[] |
Select Name From Codes Where Kind == "Other Employed" |
LicenceTypeOptions |
text[] |
Select Name From Codes Where Kind == "Licence Type" |
LicenceHeldOptions |
text[] |
Select Name From Codes Where Kind == "Licence Held" |
ClaimTypeOptions |
text[] |
Select Name From Codes Where Kind == "Claim Type" |
ConvictionCodeOptions |
text[] |
Select Name From Codes Where Kind == "Conviction Code" |
BanDurationOptions |
text[] |
Select Name From Codes Where Kind == "Ban Duration" |
LicenceHeldRisk |
number |
Select Top Risk From Codes Where Name == PolicyholderDrivingLicenceHeld |
ConvictionRisk |
number |
Select Top Risk From Codes Where Name == ConvictionCode |
Name |
Member |
Note |
Unknown |
"Please select" |
|
TitleOptions |
"Mr" |
The options for a person's
title |
|
"Mrs" |
|
|
"Miss" |
|
|
"Ms" |
|
|
"Dr" |
|
GenderOptions |
"Male" |
The options for a person's
gender |
|
"Female" |
|
EmploymentOptions |
"Employed" |
The options for a person's
employment status |
|
"Self-employed" |
|
|
"Retired" |
|
|
"Other" |
|
MaritalStatusOptions |
"Married" |
The options for a person's
marital status |
|
"Single" |
|
|
"Divorced" |
|
|
"Widowed" |
|
|
"Living with Partner" |
|
|
"Civil Partnership" |
|
|
"Separated" |
|
PaymentTermOptions |
"Annually" |
The options for the
payment term |
|
"Monthly" |
|
ResidentYearsOptions |
"Less than a year" |
The options for residence
in the UK |
|
"1 - 2 years" |
|
|
"2 - 3 years" |
|
VehiclesOptions |
"1" |
The options for the number
of vehicles in the household |
|
"2" |
|
|
"3" |
|
|
"4" |
|
|
"5" |
|
|
"6" |
|
|
"7" |
|
|
"8" |
|
|
"9" |
|
|
"More than 9" |
|
SEARCHABLE TABLE
Code |
Kind |
Name |
Risk |
number |
text |
text |
number |
1001 |
Occupation |
Applications Programmer |
|
1002 |
Occupation |
Carer - Non Professional |
|
1003 |
Occupation |
Carer - Professional |
|
1004 |
Occupation |
Circus Proprietor |
|
1005 |
Occupation |
Computer Programmer |
|
1006 |
Occupation |
Crown Prosecutor |
|
1007 |
Occupation |
Data Processing Manager |
|
1008 |
Occupation |
Data Processor |
|
1009 |
Occupation |
Electrical Process Worker |
|
1010 |
Occupation |
Fast Food Proprietor |
|
1011 |
Occupation |
Film Producer |
|
1012 |
Occupation |
Fire Protection Consultant |
|
1013 |
Occupation |
Food Processor |
|
1014 |
Occupation |
Footballer - Professional |
|
1015 |
Occupation |
Footballer - Semi Professional |
|
1016 |
Occupation |
Gaming Club Proprietor |
|
1017 |
Occupation |
Golf Club Professional |
|
1018 |
Occupation |
Guest House Proprietor |
|
1019 |
Occupation |
Moulding Process Technician |
|
1020 |
Occupation |
Music Producer |
|
2001 |
Industry |
Agricultural Produce Distribution |
|
2002 |
Industry |
Data Processing |
|
2003 |
Industry |
Date Protection |
|
2004 |
Industry |
Film Processing |
|
2005 |
Industry |
Film Production |
|
2006 |
Industry |
Fire Protection |
|
2007 |
Industry |
Food Production |
|
2008 |
Industry |
Health Products Distribution |
|
2009 |
Industry |
Honey Producer |
|
2010 |
Industry |
Project Management |
|
2011 |
Industry |
Legal Services |
|
3001 |
Other Employed |
Housewife/husband |
|
3002 |
Other Employed |
Not working due to illness/disability |
|
3003 |
Other Employed |
Unemployed |
|
3004 |
Other Employed |
Volunteer worker |
|
3005 |
Other Employed |
Mature student |
|
3006 |
Other Employed |
Medical student |
|
3007 |
Other Employed |
Post-graduate student |
|
3008 |
Other Employed |
School student |
|
3009 |
Other Employed |
Student nurse |
|
3010 |
Other Employed |
Student teacher |
|
LTUKF |
Licence Type |
UK Full |
|
LTUKA |
Licence Type |
UK Full (Automatic only) |
|
LTUKP |
Licence Type |
UK Provisional |
|
LTEUF |
Licence Type |
EU Full |
|
LTEUP |
Licence Type |
EU Provisional |
|
LTOTH |
Licence Type |
Other |
|
LH0 |
Licence Held |
Less than 1 year |
50 |
LH1 |
Licence Held |
1-2 years |
40 |
LH2 |
Licence Held |
2-3 years |
30 |
LH3 |
Licence Held |
3-4 years |
20 |
LH4 |
Licence Held |
4-5 years |
10 |
LH5 |
Licence Held |
5-6 years |
0 |
LH6 |
Licence Held |
6-7 years |
0 |
LH7 |
Licence Held |
7-8 years |
0 |
LH8 |
Licence Held |
8 or more years |
0 |
BD3 |
Ban Duration |
Up to 3 months |
|
BD4 |
Ban Duration |
Between 4 months and 1 year |
|
BD1 |
Ban Duration |
Over 1 year |
|
AC10 |
Conviction Code |
AC10 - Failing to stop after an accident |
10 |
AC12 |
Conviction Code |
AC12 - Aiding, abetting, counselling or procuring
someone to fail to stop after an accident |
12 |
AC14 |
Conviction Code |
AC14 - Causing or permitting someone to fail to stop
after an accident |
14 |
AC16 |
Conviction Code |
AC16 - Inciting someone to fail to stop after an
accident |
16 |
AC20 |
Conviction Code |
AC20 - Failing to report an accident within 24 hours |
20 |
AC22 |
Conviction Code |
AC22 - Aiding, abetting, counselling or procuring
someone to fail to report an accident within 24 hours |
22 |
AC24 |
Conviction Code |
AC24 - Causing or permitting someone to fail to report
an accident within 24 hours |
24 |
AC26 |
Conviction Code |
AC26 - Inciting someone to fail to report an accident
within 24 hours |
26 |
AC30 |
Conviction Code |
AC30 - Undefined accident offence |
30 |
AC32 |
Conviction Code |
AC32 - Aiding, abetting, counselling or procuring
someone to commit an undefined accident offence |
32 |
AC34 |
Conviction Code |
AC34 - Causing or permitting someone to fail to commit
an undefined accident offence |
34 |
AC36 |
Conviction Code |
AC36 - Inciting someone to fail to commit an undefined
accident offence |
36 |
BA10 |
Conviction Code |
BA10 - Driving while disqualified |
10 |
BA12 |
Conviction Code |
BA12 - Aiding, abetting, counselling or procuring
someone to drive while disqualified |
12 |
BA14 |
Conviction Code |
BA14 - Causing or permitting someone to fail to drive
while disqualified |
14 |
BA16 |
Conviction Code |
BA16 - Inciting someone to fail to drive while
disqualified |
16 |
BA20 |
Conviction Code |
BA20 - Driving while disqualified as under age |
20 |
BA22 |
Conviction Code |
BA22 - Aiding, abetting, counselling or procuring
someone to drive while disqualified as under age |
22 |
BA24 |
Conviction Code |
BA24 - Causing or permitting someone to fail to drive
while disqualified as under age |
24 |
BA26 |
Conviction Code |
BA26 - Inciting someone to fail to drive while
disqualified as under age |
26 |
BA30 |
Conviction Code |
BA30 - Attempting to drive while disqualified by order
of court |
30 |
BA32 |
Conviction Code |
BA32 - Aiding, abetting, counselling or procuring
someone to attempt to drive while disqualified by order of court |
32 |
BA34 |
Conviction Code |
BA34 - Causing or permitting someone to fail to attempt
to drive while disqualified by order of court |
34 |
BA36 |
Conviction Code |
BA36 - Inciting someone to fail to attempt to drive
while disqualified by order of court |
36 |
BA40 |
Conviction Code |
BA40 - Causing death by driving while disqualified |
40 |
BA42 |
Conviction Code |
BA42 - Aiding, abetting, counselling or procuring
someone to cause death by driving while disqualified |
42 |
BA44 |
Conviction Code |
BA44 - Causing or permitting someone to fail to attempt
to cause death by driving while disqualified |
44 |
BA46 |
Conviction Code |
BA46 - Inciting someone to fail to attempt to death by
driving while disqualified |
46 |
CTA1 |
Claim Type |
Accident - you hit somebody / something |
|
CTA2 |
Claim Type |
Accident - somebody / something hit you |
|
CTA3 |
Claim Type |
Accident - you and somebody / something hit each other |
|
CTF |
Claim Type |
Fire |
|
CTM |
Claim Type |
Malicious damage / Vandalism |
|
CTS |
Claim Type |
Storm / Flood / Weather damage |
|
CTT1 |
Claim Type |
Theft from vehicle |
|
CTT2 |
Claim Type |
Theft of vehicle |
|
CTW |
Claim Type |
Windscreen / Window glass |
|
CTK |
Claim Type |
Loss or theft of keys |
|
Format Definitions
Name |
Separator 1 |
Fixed |
Line |
\n\n |
|
Decimal |
|
2 |
THE CONFIGURATION
Row |
Column |
Cell |
Height |
Height No Wording |
Width |
Width No Wording |
Style |
Note |
single |
|
|
100% |
|
|
|
|
The only row containing the sections, questions,
wording, and actions |
|
left |
|
|
|
50% |
100% |
|
The left column containing the
sections, questions, and navigation actions |
|
|
SectionList |
calc( 100% - 58px ) |
|
|
|
|
The list of sections |
|
|
|
10px |
|
|
|
|
|
|
|
PreviousQuestion NextQuestion 20 SaveAnswers ResumeAnswers 20 AssembleDocument |
40px |
|
|
|
|
The action buttons |
|
right |
|
|
|
calc( 50% - 12px ) |
|
|
The right column containing the
wording and other actions |
|
|
Wording |
calc( 100% - 10px ) |
|
|
|
|
The wording |
Color |
Mode |
Pencil |
Canvas |
Border |
Note |
Question |
Base |
#000000 |
#FFFFFF |
#FFFFFF |
The base color of a question |
|
Hover |
#000000 |
#FFFFFF |
#800080 |
The color of a question when the user
hovers over it |
|
Selected |
#5C00C8 |
#FFFFFF |
#5C00C8 |
The color of the selected question |
|
Invalid |
#000000 |
#FEBB2F |
#FEBB2F |
The color of a question with an
invalid answer |
Context |
Name |
Text |
Note |
Formats |
PremiumValue |
%1%2 is %3 |
%1 = premium label %2 = repetition %3 = value |
Telephone |
Pattern |
[0][0-9]{4}\s*[0-9]{6} |
Pattern for matching a valid telephone
number (UK mobile) |
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Example |
01234 567890 |
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Placeholder |
0NNNN NNNNNN |
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Invalid |
UK mobile numbers should take the form %2 (e.g. %3) where N is
between 0 and 9! |
Invalid telephone number |
Actions |
PreviousQuestion |
◄ Previous |
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NextQuestion |
Next ► |
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ResumeAnswers |
Resume |
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SaveAnswers |
Save |
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Group |
Setting |
Value |
Note |
Questions |
VisitInSequence |
true |
Questions must be answered in strict
sequence when going forwards. |
|
LeaveOnlyWhenComplete |
true |
Questions must be answered before
visiting the next question. |
|
CompleteOnlyWhenVisited |
true |
An answer is considered complete only
when the question has been visited. |
Answers |
DefaultValueAsActualValue |
true |
Consider default values as actual
values for the purpose of completeness and assembly. |
Wording |
Visible |
true |
The wording is initially visible |
|
HidePremiumValues |
false |
Show the premiums |