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- Pet Insurance Platform
- Data model
The tables behind Pet Insurance Platform
Pet Insurance Platform ships with 16 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
- 16
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Carrier and people
Organizations owns carrier context; Policyholders identifies pet owners; team members and Users hold staff and account links.
Policy terms
Policies connects carrier, owner and policyholder. Policy coverages holds coverage lines; policy endorsements preserves later revisions.
Review and receipts
Review decisions holds underwriter choices, record attachments holds files and operation receipts holds guarded-action results.
Claims and money
Veterinary claims and Claims connect to policies. Claim decisions and claim payments connect to claims; premium receipts connects to policies.
Rates
Exchange rates holds effective currency rate records for the app.
Every table, by feature
- Policyholders and carriers5
- Policy preparation5
- Coverage and endorsements5
- Policy review and issue5
- Veterinary claims5
- Claims and settlement5
- Shared and settings2
- Organizations
Insurance carrier organizations operating pet policies
- Policyholders
Pet owners holding policies
Linked to Organizations - Team members
Internal staff preparing and reviewing pet policies and claims
Linked to Organizations, Users - Users
Users
Linked to Users - Policies
Pet insurance policies
Linked to Organizations, Team members, Policyholders
- Policies
Pet insurance policies
Linked to Organizations, Team members, Policyholders - Policy coverages
Coverage lines attached to a policy
Linked to Policies - Record attachments
Evidence files attached to a policy
Linked to Policies, Team members - Review decisions
Independent underwriter decisions on policy revisions
Linked to Team members, Policies - Operation receipts
Durable receipts for guarded operations
Linked to Policies
- Policies
Pet insurance policies
Linked to Organizations, Team members, Policyholders - Policy coverages
Coverage lines attached to a policy
Linked to Policies - Policy endorsements
Coverage revisions preserving prior policy scope
Linked to Policies - Review decisions
Independent underwriter decisions on policy revisions
Linked to Team members, Policies - Claims
Pet insurance claims against a policy
Linked to Policies
- Policies
Pet insurance policies
Linked to Organizations, Team members, Policyholders - Policy coverages
Coverage lines attached to a policy
Linked to Policies - Review decisions
Independent underwriter decisions on policy revisions
Linked to Team members, Policies - Operation receipts
Durable receipts for guarded operations
Linked to Policies - Policy endorsements
Coverage revisions preserving prior policy scope
Linked to Policies
- Veterinary claims
Veterinary insurance claims submitted for review
Linked to Organizations, Policies - Policies
Pet insurance policies
Linked to Organizations, Team members, Policyholders - Review decisions
Independent underwriter decisions on policy revisions
Linked to Team members, Policies - Record attachments
Evidence files attached to a policy
Linked to Policies, Team members - Operation receipts
Durable receipts for guarded operations
Linked to Policies
- Claims
Pet insurance claims against a policy
Linked to Policies - Policy coverages
Coverage lines attached to a policy
Linked to Policies - Policy endorsements
Coverage revisions preserving prior policy scope
Linked to Policies - Claim decisions
Authorized insurer decisions on claims
Linked to Claims - Claim payments
Verified payouts against approved claim decisions
Linked to Claims, Claim decisions
Keys and references
Policies.Organization points to Organizations, Owner to team members and Counterparty to Policyholders. Policy coverages.Parent and veterinary claims.Parent point to Policies. Claims.Policy points to Policies. Claim decisions.Claim points to Claims. Claim payments.Claim and claim payments.Decision point to Claims and claim decisions. Preserve those links when importing a case. Provider event ID supports payment reconciliation; operation key links guarded action evidence to its attempt.
Migration order
- Carrier and people. Import Organizations, Users, team members and Policyholders, checking organization and user references.
- Policy terms. Import Policies with owner and counterparty links, then policy coverages and policy endorsements.
- Review evidence. Bring in record attachments, review decisions and operation receipts with their parent policies.
- Claims. Import veterinary claims and Claims against the right policy, then claim decisions.
- Money records. Add premium receipts and claim payments after their parent policy, claim and decision exist.
- Rates. Check exchange rates effective dates and currencies for the operating period.
Set up Pet Insurance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.