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- Crop Insurance Platform
- Data model and import order
The tables behind Crop Insurance Platform
Crop Insurance Platform ships with 15 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 15
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization and identity:
Organizations, Policyholders, team members, Users. Put each policyholder and team member in the correct organization.
Policy and coverage:
Policies, policy coverages, policy endorsements. Keep dated terms and revisions with the policy.
Loss and decisions:
Claims, crop loss assessments, claim decisions. Link the claim and assessment through the policy, then attach the authorized benefit decision to the claim.
Money and operations:
Premium receipts, claim payments, operation receipts. Retain provider event identifiers and workflow outcomes.
Evidence and review:
Record attachments, review decisions. Keep source revision, reviewer and evidence under the policy.
Every table, by feature
- Policy portfolio6
- Coverage changes4
- Premium receipts2
- Crop loss assessment5
- Claims and decisions5
- Payments and operations5
- Review and evidence5
- Shared and settings1
- Policies
Policies records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Policyholders - Policyholders
Policyholders records; retain actual linked evidence and role scope.
Linked to Organizations - Organizations
Organizations records; retain actual linked evidence and role scope.
- Team members
Team Members records; retain actual linked evidence and role scope.
Linked to Organizations, Users - Review decisions
Review Decisions records; retain actual linked evidence and role scope.
Linked to Policies, Team members - Operation receipts
Operation Receipts records; retain actual linked evidence and role scope.
Linked to Policies
- Policy coverages
Policy Coverages records; retain actual linked evidence and role scope.
Linked to Policies - Policy endorsements
Policy Endorsements records; retain actual linked evidence and role scope.
Linked to Policies - Policies
Policies records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Policyholders - Claims
Claims records; retain actual linked evidence and role scope.
Linked to Policies
- Crop loss assessments
Domain-specific crop loss assessments supporting review a crop-loss claim.
Linked to Policies, Organizations - Policies
Policies records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Policyholders - Organizations
Organizations records; retain actual linked evidence and role scope.
- Claims
Claims records; retain actual linked evidence and role scope.
Linked to Policies - Operation receipts
Operation Receipts records; retain actual linked evidence and role scope.
Linked to Policies
- Claims
Claims records; retain actual linked evidence and role scope.
Linked to Policies - Claim decisions
Claim Decisions records; retain actual linked evidence and role scope.
Linked to Claims - Crop loss assessments
Domain-specific crop loss assessments supporting review a crop-loss claim.
Linked to Policies, Organizations - Claim payments
Claim Payments records; retain actual linked evidence and role scope.
Linked to Claims, Claim decisions - Policies
Policies records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Policyholders
- Claim payments
Claim Payments records; retain actual linked evidence and role scope.
Linked to Claims, Claim decisions - Claim decisions
Claim Decisions records; retain actual linked evidence and role scope.
Linked to Claims - Claims
Claims records; retain actual linked evidence and role scope.
Linked to Policies - Operation receipts
Operation Receipts records; retain actual linked evidence and role scope.
Linked to Policies - Policies
Policies records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Policyholders
- Review decisions
Review Decisions records; retain actual linked evidence and role scope.
Linked to Policies, Team members - Record attachments
Record Attachments records; retain actual linked evidence and role scope.
Linked to Policies, Team members - Policies
Policies records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Policyholders - Policy coverages
Policy Coverages records; retain actual linked evidence and role scope.
Linked to Policies - Team members
Team Members records; retain actual linked evidence and role scope.
Linked to Organizations, Users
Keys and references
Policy numbers and claim numbers identify business records. Use their internal references for links between records. Claim decisions and claim payments both point to Claims; the payment also points to its decision. Crop loss assessments point to Policies through Parent and to Organizations. Operation receipts, record attachments and review decisions point to Policies through Parent.
Keep provider event identifiers with receipts and payments. Preserve dated coverage and endorsement history when reviewing a loss. Carry the organization and policy links through import so a similar farm or policyholder name cannot join unrelated cases.
Migration order
- Load Organizations, Users, team members and Policyholders.
- Load Policies, then policy coverages, policy endorsements and policy record attachments.
- Load review decisions and premium receipts with their policy links and provider identifiers.
- Load Claims and crop loss assessments, then claim decisions and claim payments in decision order.
- Load operation receipts and reconcile each action with the intended policy and business effect.
Set up Crop Insurance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.