Custom Reasons

Adding Custom Reasons
The Custom Reasons section contains the following fields:

Text Name - This field displays the title of the Custom Reason. The Text Name is what displays in the picklist on the Reason Details page for selection on notices and allows the user to determine which custom reason to select.

Text - This field displays the text of the custom reason.

Data Tags - The Data Tags feature allows the user to add some basic text formatting to notice text and to dynamically insert pieces of data from the policy record into the notice text at generation time. While editing the notice text, Data Tags appear in braces ({}). At generation time they are translated into associated data or formatting changes on the notice. Data Tags can be typed directly into the text box or alternatively may be selected from the Data Tags list. Selection from the list adds the appropriate Data Tag to the end of the text.

Available as Free Form Text - Marks the Custom Reason to be available for use on a Free Form notice.

Available as Reinstatement Text - Marks the Custom Reason to be available for use on a Reinstatement notice.

Available as Termination Text - Marks the custom reason to be available for use on all notices other than Free Form or Reinstatement notices.


Link to Data Setup Help Page

Frequently Asked Questions about Custom Reasons


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