General properties

The previous paragraphs of this chapter describe the different main structures that are available for the exchange or retrieving of data. In addition to the exchange of structured data, there are also many situations where hard copies of documents are transported as part of a main structure for party, policy loan etc. These documents may be Word or Excel files, pdf documents and files containing image and/or sound. All these occurrences are referred to as document in this context.

An AFD structure is provided for the transfer of documents. Documents pertaining to a policy or claim will use these respective structures, and documents of a more general nature will use the partyStructure. The extent to which an AFD structure is used depends on the type of process:

  • If the purpose is only to transfer a document or set of documents, the AFD structure contains only the minimal required information necessary to link the document(s) to a party, policy or claim.
  • In the opposite scenario, the document is not the focus of the data exchange. The data set is the main payload, and one or more documents are present as attachment(s).

With a small dataset, the AFD structure is only used to provide an address label for the document, as shown in the figure below on the left.
With a large dataset, a document is just an attachment for the main part of the message, as shown in the figure below on the right.
Any intermediary situation is also possible. This may range from a small dataset to enhance the document handling, to a more extensive dataset for a specific function and with a document attached.

An insurance card is an example of a small dataset. The insurance card uses the policyStructure only to provide the link to the policy number and carrier. A large dataset would be used as part of a policy application process. In this case a copy of an appraisal report to prove the object value is appended. Note that the emphasis is not always fully on the data, or fully on the document: many intermediary situations are possible. For instance, a small dataset with the elements for a premium calculation, and a copy of the offer in pdf format.

Mandatory components

When a document is embedded in a structure without a small dataset, a minimal set of mandatory attributes is required. Below are examples of the minimal data sets for the partyStructure, policyStructure and claimStructure. Please refer to the respective structure chapters for the full description.

partyStructure

Name Occur. Type Description
partyStructure 1..1 entity Structure of party related data, based on AFD attributes
party 1..1 entity The main entity of the party structure.
entityType 1..1 string Unique identification of an entity.
document 1..* entity Set of one or more documents.
entityType 1..1 string Unique identification of an entity.
documentType 1..1 ADNBYL Type of document.
fileName 1..1 string Name of the file under which the attachment can be saved.
fileExtension 1..1 string Extension of the file under which the attachment can be saved. For example “pdf”, “doc”, etc.
content 1..1 string Content of a message. For example a data string or a base64 encoding.
finalDestination 1..1 ADNAAG Code indicating the final destination of the document/attachment.
reactionRequired 1..1 boolean Indication whether reception of the document needs to be acknowledged.

JSON example

{
	"commonFunctional": [ {
		"entityType": "default",
		"dataCatalogVersion": "36A"
	} ],
	"party": [ {
		"entityType": "policyHolder",
		"surname": "De Vries",
		"firstName": "Janna",
		"country": "NL",
		"genderOrLegalPersonCode": "V",
		"email": "j.de.vries@hotmail.com"
	} ],
	"document": [ {
		"entityType": "default",
		"documentType": "E9",
		"contentEncoding": "base64",
		"fileName": "advies.pdf",
		"fileExtension": "pdf",
		"content": "VGhpcyBpcyBhbiBleGFtcGxlIG9mIGEgYmFzZTY0IGVuY29kZWQgdGV4dA==",
		"finalDestination": "WG",
		"reactionRequired": false,
		"priority": "00001"
	} ]
}

policyStructure

Name Occur. Type Description
policyStructure 1..1 entity Structure of policy related data, based on AFD attributes.
policy 1..1 entity The main entity of the policy structure.
entityType 1..1 string Unique identification of an entity.
businessLine 1..1 ADNBRA Type of business line. To be used for addressing within a financial institution.
porCompany 1..1 String Identification of the insurance company. Applies to companies and authorized agents. The codes are maintained by SIVI.
afdDefinitionName 1..1 string Name of the AFD-definition.
afdDefinitionVersion 1..1 string Version of the AFD-definition.
contractNumber 1..1 string The identifying characteristic that a company (or underwriting agent) assigns to the policy.
document 1..* entity Set of one or more documents, pertaining to the policy.
entityType 1..1 string Unique identification of an entity.
documentType 1..1 ADNBYL Type of document.
fileName 1..1 string Name of the file under which the attachment can be saved.
fileExtension 1..1 string Extension of the file under which the attachment can be saved. For example “pdf”, “doc”, etc.
content 1..1 string Content of a message. For example a data string or a base64 encoding.
finalDestination 1..1 ADNAAG Code indicating the final destination of the document/attachment.
reactionRequired 1..1 boolean Indication whether reception of the document needs to be acknowledged.

JSON example

{
	"commonFunctional": [ {
		"entityType": "default",
		"function": "15",
		"dataCatalogVersion": "35C"
	} ],
	"policy": [ {
		"entityType": "policyDetails",
		"businessLine": "021",
		"porCompany": "A001",
		"afdDefinitionName": "Goed verzekerd op weg",
		"afdDefinitionVersion": "001.00",
		"contractNumber": "P20190101-010"
	} ],
	"document": [ {
		"entityType": "default",
		"sequenceNumber": 1,
		"documentType": "35",
		"contentEncoding": "base64",
		"fileName": "afd001.xml",
		"fileExtension": "xml",
		"content": "VGhpcyBpcyBhbiBleGFtcGxlIG9mIGEgYmFzZTY0IGVuY29kZWQgdGV4dA==",
		"finalDestination": "VP",
		"reactionRequired": false,
		"priority": "00002"
	} ]
}

claimStructure

Name Occur. Type Description
claimStructure 1..1 entity Structure of claim related data, based on AFD attributes.
claim 1..1 entity The main entity of the claim structure.
entityType 1..1 string Unique identification of an entity.
document 1..* entity Set of one or more documents.
entityType 1..1 string Unique identification of an entity.
documentType 1..1 ADNBYL Type of document.
fileName 1..1 string Name of the file under which the attachment can be saved.
fileExtension 1..1 string Extension of the file under which the attachment can be saved. For example “pdf”, “doc”, etc.
content 1..1 string Content of a message. For example a data string or a base64 encoding.
finalDestination 1..1 ADNAAG Code indicating the final destination of the document/attachment.
reactionRequired 1..1 boolean Indication whether reception of the document needs to be acknowledged.

JSON example

{
	"commonFunctional": [ {
		"entityType": "default",
		"function": "22",
		"dataCatalogVersion": "35D"
	},
	"claim": [ {
		"entityType": "default",
		"claimNumberCarrier": "85120919",
		"dateOfLoss": "2019-05-02"
	} ],
	"document": [ {
		"entityType": "default",
		"documentType": "D7",
		"contentEncoding": "base64",
		"fileName": "Expertiserapport.doc",
		"fileExtension": "doc",
		"content": "VGhpcyBpcyBhbiBleGFtcGxlIG9mIGEgYmFzZTY0IGVuY29kZWQgdGV4dA==",
		"finalDestination": "TP",
		"reactionRequired": false,
		"priority": "00005"
	} ]
}

Document types

The overview shows the available structures for each document type and is based on the AFD codelist ADNBYL. As the content is destined for the Dutch market, the actual descriptions remain in Dutch. Next to the indicated partyStructure, policyStructure and claimStructure, all document types can also be used in the container and message structures.

Code    Description Policy Claim Party
2 Audatex calculatierapport
3 Samenvatting calculatierapport
4 Foto
5 Politie rapport
6 Polis Informatie Berichten (PBI)
7 Polis aanvraag-/mutatie bevestiging bericht (PMB)
8 Polis prolongatie berichten (PPR)
9 Rekening courant berichten (PRI)
10 Elektronische standaard brieven (ESB)
11 Offerte
12 (Pakket) Polis
13 Prolongatienota
14 Royementsverklaring
15 Voorwaarden
16 Brief
19 Boekingsnota
25 Aanvraag
26 Kopie (Pakket) Polis
27 Kopie factuur klant
28 Prolongatie batch volmachten
29 Volmacht prolongatie bericht
30 Werknemersoverzicht
31 Bevestiging schadevergoeding
32 Schade aangifte
33 Voorlopige dekking
34 Groene kaart
35 Polisbescheiden
36 Kopie identiteitsbewijs
38 Opzegkaart ARBO dienst
40 Aankoopnota
42 Kopie verzekeringsbescheiden
44 Rekening-courant
45 Provisieoverzicht
46 Borderel
47 Polisaanhangsel, Clausuleblad
48 Brief Model de Ruiter
49 Compensatiebrief
50 Rappelbrief
51 Aanbiedingsbrief
52 Brief verlenging contract
53 Brief nieuwe rekening
54 Kopie verzekeringsbewijs
55 Kopie verzekeringsoverzicht
56 Brief incassowijziging
57 Brief overlijdensmelding
58 Brief afwijzing aanvraag
59 Brief verhoogd risico
60 Brief premievrijmaking
61 Brief adreswijziging
62 Schadespecificatie
63 Brief acceptatiebevestiging
64 ARBO Rapportage
65 Gezondheidsverklaring
66 Fiscale opgave
67 Brief jaarlijkse check
68 Bevestiging vervallen aanvraag/mutatie
69 Brief betaalachterstand
70 Correspondentiebatch
71 Machtigingsformulier elektronisch wijzigen
72 Aanvullende informatie
74 Kostenstructuur overzicht
75 Startbrief
76 Pensioenreglement
77 Wettelijke wijziging
78 Brief afkoopwaarde
79 Uitvoeringsovereenkomst
81 Overzicht pensioenaanspraken
83 Diensten overzicht
85 Verzoek tot uitbetaling schade
86 BTW overzicht
87 Garantie verklaring
88 Brief voorwaarden- en/of premiewijziging
89 Laatste kennisgeving
90 Winstbrief
91 Naverrekeningsformulier
92 Naverrekeningsaanhangsel
93 Verzekeringskaart
94 Reispas
95 Slotverklaring
96 Privacy statement
97 Internationaal Verzekeringscertificaat (boten)
98 Italië-certificaat (boten)
A1 Aansprakelijkstelling
A2 Adviesbrief aan klant
A3 Bevestiging ontvangen schademelding
A4 Bevestiging sluiten schadedossier
A5 Bevestiging afkoop
A6 Bevestiging arbeidsongeschiktheid
A7 Brief opvragen stukken
A8 Brief beëindiging contract
A9 Brief vrijval kapitaal
B1 Betalingsherinnering
B2 Eerste aanmaning
B3 Tweede aanmaning
B4 Brief wijziging persoonlijke omstandigheden
B5 Brief wijziging contractgegevens
C1 Bevestiging ontvangen contract aanvraag
C2 Bevestiging ontvangen contract mutatie aanvraag
C3 Bevestiging ontvangen premie aanvraag
C4 Premieberekening resultaat
C5 Ontvangstbevestiging
D1 Machtiging voor inzage
D2 Intrekken machtiging voor inzage
D3 Collectieve contractafspraken
D4 Naverrekeningsspecificatie
D5 Mailing, initiatief tussenpersoon
D6 Brief bevestiging uitkering
D7 Expertiserapport
D8 Proces verbaal
D9 Getuigenverklaring
E1 Akte van cessie
E2 Vaststellingsovereenkomst
E3 Opzegkaart
E4 Waardecoupon
E5 Rentespecificatie
E6 Overzicht incasso status
E7 Inventarisatieoverzicht
E8 Vergelijkingsoverzicht
E9 Adviesrapport
F1 Premieoverzicht
F2 Statusbericht

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