LOB Codes Setup

You will need to associate XML line of business codes recognized by carriers with the line of business codes you have entered in your system in order to perform Real-Time workflows.

  1. From the Clients & Files area, click the Real-Time button and select Real-Time Interface.
  2. Click File > LOB Codes Setup. The LOB Codes Setup window displays.
  3. All of the policy types you have installed in your system display in the Policy Type column, with their Descriptions in the column on the right. Highlight a policy type to associate an XML line of business code.
  4. Click the XML Codes link label in the bottom left corner of the screen. A list of available LOB Codes displays.
  5. Select a code and click OK, or click Cancel to close the LOB Codes window without associating a line of business.
  6. Click OK to save your changes, or Cancel to return to the main Real-Time Interface screen without applying changes.

See Also