Version 2.18.01-5/23/2008 ACORD TAI EDIX Mapping Element Type Element Name TAI EDIX Field Name Holding HoldingTypeCode Holding HoldingStatus Holding AsOfDate ##H Header Record Policy CarrierCode EDIX-CO Policy PolNumber EDIX-POL LifeCovTypeCode IndicatorCode EDIX-COV Coverage CovNumber EDIX-COV EDIX-CESS-SEQ PolicyActivityList SeqNum EDIX-TRANS-SEQ EDIX-LOB ReinsuranceInfo CarrierCode EDIX-REINS-CO EDIX-REPORTING-CO PolicyActivityList PolicyActivity EDIX-TRANS-TYPE EDIX-TRANS-CNT ReinsuranceInfo PaidFromDate EDIX-FROM-DATE PolicyActivityList PolicyActivityDate EDIX-FROM-DATE ReinsuranceInfo ReinsurancePaidToDate EDIX-TO-DATE EDIX-DATE-REPORTED ReinsuranceInfo ReinsurancePayMode EDIX-MODE ReinsuranceInfo Duration EDIX-POL-DURATION Policy Duration EDIX-POL-DURATION ReinsuranceInfo PointInDuration EDIX-REINS-DURATION EDIX-CESSION-NO Coverage EffDate EDIX-POL-DATE Policy IssueDate EDIX-POL-DATE Policy EffDate EDIX-REINS-DATE Policy PriorEffDate EDIX-REINS-DATE ReinsuranceInfo ReinsuranceEffDate EDIX-REINS-DATE Policy IssueNation EDIX-STATE-ISS Policy Jurisdiction EDIX-STATE-ISS Person ResidenceCountry EDIX-STATE-RES Page 1 EDIX mapping
Version 2.18.01-5/23/2008 ACORD TAI EDIX Mapping Person ResidenceState EDIX-STATE-RES LifeParticipant ResidenceJurisdictionAtIssue EDIX-STATE-RES Coverage LivesType EDIX-JOINT-TYPE Coverage EquivalentAge EDIX-JOINT-AGE ReinsuranceInfo ReinsuranceRiskBasis EDIX-AUTOFAC-SW Coverage DeathBenefitOptType EDIX-DB-OPTION EDIX-PAR ApplicationInfo ApplicationType EDIX-ISSUE-TYPE Coverage IssueType EDIX-UW-METHOD ReinsuranceInfo CedantsTreatyIdent EDIX-TREATY-NO ReinsuranceInfo ReinsurancePurchMeth EDIX-REINS-TYPE Policy ProductCode EDIX-PLAN Coverage LifeCovTypeCode EDIX-PRODUCT-CD EDIX-PRODUCT-CD-1 EDIX-PRODUCT-CD-2 Holding CurrencyTypeCode EDIX-CURRENCY-CD Person FullName EDIX-LAST-NAME (1 st insured) Person LastName EDIX-LAST-NAME (1 st insured) Person FullName EDIX-FIRST-NAME (1 st insured) Person FirstName EDIX-FIRST-NAME (1 st insured) Person FullName EDIX-MID-INIT (1 st insured) Person MiddleName EDIX-MID-INIT (1 st insured) LifeParticipant LifeParticipantSysKey EDIX-CLIENT-ID (1 st insured) EDIX-INS-STATUS (1 st insured) Person BirthDate EDIX-DOB (1 st insured) Person Gender EDIX-SEX (1st insured) ReinsuranceInfo IssueGender EDIX-PRICING-SEX (1st insured) LifeParticipant IssueAge EDIX-AGE (1 st insured) LifeParticipant UnderwritingClass EDIX-CLASS (1st insured) LifeParticipant TobaccoPremiumBasis EDIX-CLASS (1st insured) LifeParticipant PermTableRating EDIX-MORT (1st insured) EDIX-MORT-DUR (1 st insured) Page 2 EDIX mapping
Version 2.18.01-5/23/2008 ACORD TAI EDIX Mapping LifeParticipant TempFlatExtraAmt EDIX-TEMP-FLX (1 st insured) LifeParticipant TempFlatExtraDuration EDIX-TEMP-DUR (1 st insured) LifeParticipant PermFlatExtraAmt EDIX-PERM-FLX (1 st insured) EDIX-PERM-DUR (1 st insured) Person FullName EDIX-LAST-NAME (2 nd insured) Person LastName EDIX-LAST-NAME (2 nd insured) Person FullName EDIX-FIRST-NAME (2 nd insured) Person FirstName EDIX-FIRST-NAME (2 nd insured) Person FullName EDIX-MID-INIT (2 nd insured) Person MiddleName EDIX-MID-INIT (2 nd insured) LifeParticipant id LifeParticipantSysKey EDIX-CLIENT-ID (2 nd insured) EDIX-INS-STATUS (2 nd insured) Person BirthDate EDIX-DOB (2 nd insured) Person Gender EDIX-SEX (2nd insured) EDIX-PRICING-SEX (2nd insured) LifeParticipant IssueAge EDIX-AGE (2 nd insured) LifeParticipant UnderwritingClass EDIX-CLASS (2nd insured) LifeParticipant TobaccoPremiumBasis EDIX-CLASS (2nd insured) LifeParticipant PermTableRating EDIX-MORT (2nd insured) EDIX-MORT-DUR (2 nd insured) LifeParticipant TempFlatExtraAmt EDIX-TEMP-FLX (2 nd Insured) LifeParticipant TempFlatExtraDuration EDIX-TEMP-DUR (2 nd insured) LifeParticipant PermFlatExtraAmt EDIX-PERM-FLX (2 nd insured) EDIX-PERM-DUR (2 nd Insured) Coverage CurrentAmt EDIX-FACE (1 = Base) Coverage CurrentAmt EDIX-FACE (2 = ADB) Coverage CurrentAmt EDIX-FACE (3 = Waiver) ReinsuranceInfo RetentionAmt EDIX-RETN (1 = Base) ReinsuranceInfo RetentionAmt EDIX-RETN (2 = ADB) ReinsuranceInfo RetentionAmt EDIX-RETN (3 = Waiver) ReinsuranceInfo ReinsuredAmt EDIX-CEDED (1 = Base) ReinsuranceInfo ReinsuredAmt EDIX-CEDED (2 = ADB) Page 3 EDIX mapping
Version 2.18.01-5/23/2008 ACORD TAI EDIX Mapping ReinsuranceInfo ReinsuredAmt EDIX-CEDED (3 = Waiver) ReinsuranceInfo NetAmtAtRisk EDIX-NAR (1 = Base) ReinsuranceInfo NetAmtAtRisk EDIX-NAR (2 = ADB) ReinsuranceInfo NetAmtAtRisk EDIX-NAR (3 = Waiver) Not Required EDIX-BEN-MORT (1 = Base) EDIX-BEN-MORT (2 = ADB) EDIX-BEN-MORT (3 = Waiver) ReinsuranceInfo ModalGrossStdPremAmount EDIX-PREM (1 = Base) ReinsuranceInfo ModalNetStdPremAmt EDIX-PREM (1 = Base) ReinsuranceInfo ModalGrossStdAllowanceAmt EDIX-ALLOW( 1 = Base) ReinsuranceInfo ModalGrossStdPremAmount EDIX-PREM (2 = ADB) ReinsuranceInfo ModalNetStdPremAmt EDIX-PREM (2 = ADB) ReinsuranceInfo ModalGrossStdAllowanceAmt EDIX-ALLOW( 2 = ADB) ReinsuranceInfo ModalGrossStdPremAmount EDIX-PREM (3 = Waiver) ReinsuranceInfo ModalNetStdPremAmt EDIX-PREM (3 = Waiver) ReinsuranceInfo ModalGrossStdAllowanceAmt EDIX-ALLOW(3 = Waiver) ReinsuranceInfo ModalGrossFlatExtraPremAmt EDIX-EXTRA-PREM (1 = Temp Flx) ReinsuranceInfo ModalGrossFlatExtraAllowanceAmt EDIX-EXTRA-ALLOW(1 = Temp Flx) ReinsuranceInfo ModalGrossFlatExtraPremAmt EDIX-EXTRA-PREM (2 = Perm Flx) ReinsuranceInfo ModalGrossFlatExtraAllowanceAmt EDIX-EXTRA-ALLOW (2 = Perm Flx) - client specific EDIX-EXTRA-PREM (3 = Other) - client specific EDIX-EXTRA-ALLOW (3 = Other) - client specific EDIX-EXTRA-TYPE (For Other) ReinsuranceInfo ReinsurancePremiumTaxAmt EDIX-PREM-TAX ReinsuranceInfo CashSurrValue EDIX-CASH-VALUE ReinsuranceInfo ReinsuranceWaivedPremiumAmt EDIX-BENEFIT ReinsuranceInfo LastDivAmt EDIX-DIVIDEND ReinsuranceInfo PolFee EDIX-POL-FEE ReinsuranceInfo UltimateCedentAmt EDIX-ULT-CEDED Policy PriorPolNumber (part 1) EDIX-CONT-CO Policy PriorPolNumber (part 2) EDIX-CONT-POL Policy PriorPolNumber (part 3) EDIX-CONT-COV Page 4 EDIX mapping
Version 2.18.01-5/23/2008 ACORD TAI EDIX Mapping Attachment AttachmentData EDIX-MSG Not Required EDIX-IMAGE-SW ReinsuranceInfo PolicyFeeAllowanceAmt EDIX-POL-FEE-ALLOW EDIX-LOCATION-CD EDIX-TRTY-REF-NO ReinsuranceInfo DeathBenefitClaimAmt EDIX-CLAIM Coverage LifeCovStatus EDIX-POL-STATUS Policy PolicyStatus EDIX-POL-STATUS Not Required EDIX-COMMENT Page 5 EDIX mapping
Mapping Y 1 C 2 M 3 Other 0 Reins Type
Mapping AN, VN 1 MN 4 Q1 29 Other 0 Mode
A 1 F 4 O 6 Other 0 Auto-Fac
L 2 F 3 N 1 Joint Type
R, P 3 I 2 L 1 DB option
Country State USA 1 AL 1 CANADA 2 AK 2 AS 3 AZ 4 AR 5 CA 6 CO 7 CT 8 DE 9 DC 10 FS 11 FL 12 GA 13 GU 14 HI 15 ID 16 IL 17 IN 18 IA 19 KS 20 KY 21 LA 22 ME 23 MH 24 MD 25 MA 26 MI 27 MN 28 MS 29 MO 30 MT 31 NE 32 NV 33 NH 34 NJ 35 State-Country
NM 36 NY 37 NC 38 ND 39 MP 40 OH 41 OK 42 OR 43 PW 44 PA 45 PR 46 RI 47 SC 48 SD 49 TN 50 TX 51 UT 52 VT 53 VI 54 VA 55 WA 56 WV 57 WI 58 WY 59 AB 101 BC 102 MB 103 NB 104 NF 105 NT 106 NS 107 ON 108 PE 109 PQ 110 SK 111 YT 112 State-Country
W 1 T 6 U 9 V 11 ADB 23 OTHER 41 Product Cd
USD 840 Default CDN 124 GBP 826 Currency
M 1 F 2 Unknown 0 Sex
M 1 F 2 U 3 Unknown 0 Pricing sex
Class Under writing Class SN, PN, SP, PP 1 SN, SS 1 SS, PS 2 PN, PS 2 AG 5 SP 6 Unknown 0 PP 19 1 Default Class
TAI ACORD EDIX-INS-STATUS = U 20 1.00 1 1.25 2 1.38 3 1.50 4 1.63 5 1.75 6 2.00 7 2.25 8 2.50 9 2.75 10 3.00 11 3.25 12 3.50 13 3.75 14 4.00 15 4.25 16 4.50 17 4.75 18 5.00 19 Unknown 0 Mort
/ POLICYSTATUS TRANS-CEDE-IN-ERROR 12 TRANS-TYPE-INFORCE 1 TRANS-CHANGE 43 OTHER 2 TRANS-CONTINUATION 81 TRANS-DEATH 21 TRANS-DECREASE 20 TRANS-ETI 29 TRANS-EXPIRY 30 TRANS-FIRST-DEATH 22 TRANS-FIX-DATE 85 TRANS-INCREASE 36 TRANS-LAPSE 38 TRANS-MATURITY 42 TRANS-NAR 44 TRANS-NEW 45 TRANS-NOT-TAKEN 47 TRANS-PAID-UP 55 TRANS-PREMIUM-PAYING 93 TRANS-RECAPTURE 62 TRANS-REINS-NTO 92 TRANS-REINSTATE 76 TRANS-RENEWAL 75 TRANS-RENEWAL-ETI 94 TRANS-RENEWAL-PAID-UP 88 TRANS-RENEWAL-RPU 95 TRANS-RENEWAL-WAIVER 89 TRANS-REVERSAL 87 TRANS-RPU 58 TRANS-SURRENDER 77 TRANS-TERMINATED-GENERIC 28 TRANS-TERMINATED-RPU 69 TRANS-TRIVIAL-AMT 59 TRANS-WAIVER 80 UNKNOWN 0 Trans Type
blank 1 F 1 S 2 G 3 UW Method
N 1 C 4 Issue Type