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- Travel Insurance Platform
- Data model
The tables behind Travel Insurance Platform
Travel 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
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Organization and people
Organizations contain Policyholders and team members; Users can be linked to team members.
Policy work
Policies link the organization, policyholder and owner. Policy coverages, policy endorsements and trip coverage reviews attach to a policy.
Review evidence
Review decisions, operation receipts and record attachments retain policy-related decisions, external results and files.
Financial and claim records
Premium receipts attach to policies; Claims attach to policies, claim decisions to claims, and claim payments to both claims and decisions.
Every table, by feature
- Organizations and policyholders5
- Policies and coverage5
- Trip offers and review6
- Premiums and issuance5
- Claims and decisions6
- Payments and evidence7
- Organizations
Organizations records; retain actual linked evidence and role scope.
- Policyholders
Policyholders records; retain actual linked evidence and role scope.
Linked to Organizations - Team members
Team Members records; retain actual linked evidence and role scope.
Linked to Organizations, Users - Users
Users
Linked to Users - Policies
Policies records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Policyholders
- 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 - Policy endorsements
Policy Endorsements records; retain actual linked evidence and role scope.
Linked to Policies - Policyholders
Policyholders records; retain actual linked evidence and role scope.
Linked to Organizations - Organizations
Organizations records; retain actual linked evidence and role scope.
- Trip coverage reviews
Domain-specific trip coverage reviews supporting accept a carrier-confirmed travel offer.
Linked to Policies, Organizations - 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 - 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 - Organizations
Organizations records; retain actual linked evidence and role scope.
- 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 - 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 - Policy endorsements
Policy Endorsements records; retain actual linked evidence and role scope.
Linked to Policies - Record attachments
Record Attachments records; retain actual linked evidence and role scope.
Linked to Policies, Team members
- 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 - Record attachments
Record Attachments 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 - Policies
Policies records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Policyholders - Team members
Team Members records; retain actual linked evidence and role scope.
Linked to Organizations, Users
Keys and references
The policy record number identifies the operating case while its references determine the organization, owner and counterparty. The claim claim number identifies the reported loss and its Policy reference identifies the policy being assessed. A trip review and a review decision both point to the policy; source revision on the decision records the version considered. Provider event ID on a premium receipt or claim payment identifies the external event checked by staff. Operation key and expected revision identify the attempted policy operation. These keys help staff reconcile a retry without replacing the earlier observation.
Migration order
- Import Organizations, then Users and team members for the operating team.
- Import Policyholders under the correct organization.
- Import Policies with their owner and counterparty, then policy coverages and policy endorsements.
- Import trip coverage reviews and policy-linked review decisions, operation receipts and record attachments.
- Import premium receipts under their policies.
- Import Claims under the relevant policies, followed by claim decisions and claim payments with both required links.
Set up Travel Insurance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.