100 Insurance Plan Description

Functional Group PG

X12N Insurance Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Insurance Plan Description Transaction Set (100) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to transmit life insurance, annuity, and disability insurance product availability and features, historical performance, investment options, distributions channels, and offering company information.

Heading

Position
Segment
Name
Max use
0100
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
0200
Beginning SegmentMandatory
Max 1
To indicate the beginning of a transaction set
0300
CurrencyOptional
Max 1
To specify the currency being used in the transaction set
0400
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
NM1 Loop
Repeat >1
0500
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
The NM1 loop provides information about the sending and receiving parties.
0600
Address InformationOptional
Max 3
To specify the location of the named party
0700
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
0800
Reference IdentificationOptional
Max 9
To specify identifying information
0900
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed

Detail

Position
Segment
Name
Max use
N1 Loop
Repeat >1
0100
NameMandatory
Max 1
To identify a party by type of organization, name, and code
The N1 loop repeats for each individual company.
0300
Address InformationOptional
Max 3
To specify the location of the named party
0400
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
0500
Communication Contact InformationOptional
Max 9
To specify a communication contact number
0600
InformationOptional
Max 9
To report information
0700
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
PER Loop
Repeat >1
0800
Administrative Communications ContactMandatory
Max 1
To identify a person or office to whom administrative communications should be directed
0900
Address InformationOptional
Max 3
To specify the location of the named party
1000
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
PID Loop
Repeat >1
1100
Product/Item DescriptionMandatory
Max 1
To describe a product or process in coded or free-form format
The PID loop repeats for each plan.
1200
Item IdentificationOptional
Max 9
To specify basic item identification data
1300
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
1400
Individual or Organizational NameOptional
Max >1
To supply the full name of an individual or organizational entity
BLI Loop
Repeat >1
1500
Baseline Item DataMandatory
Max 1
To specify basic item data: item identification, quantity, and price
The BLI loop is used to report plan service features.
1600
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
1800
Monetary AmountOptional
Max >1
To indicate the total monetary amount
1900
QuantityOptional
Max >1
To specify quantity information
SI Loop
Repeat >1
2000
Service Characteristic IdentificationMandatory
Max 1
To specify service characteristic data
2100
Monetary AmountOptional
Max >1
To indicate the total monetary amount
2200
QuantityOptional
Max >1
To specify quantity information
AM1 Loop
Repeat >1
2300
Informational ValuesMandatory
Max 1
To specify a code and the amount or quantity or percentage associated with it
The AM1 loop describes plan rules.
2400
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
PO1 Loop
Repeat >1
2500
Baseline Item DataMandatory
Max 1
To specify basic and most frequently used line item data
The PO1 loop describes investment funds applicable to the plan.
2600
Item IdentificationOptional
Max 9
To specify basic item identification data
2700
Status of Product or ActivityOptional
Max 3
To indicate the details and status of a product or product activity
N4 Loop
Repeat >1
2900
Geographic LocationMandatory
Max 1
To specify the geographic place of the named party
The N4 loop describes state availability and exceptions for each plan.
3000
Status of Product or ActivityOptional
Max 3
To indicate the details and status of a product or product activity
AM1 Loop
Repeat >1
3100
Informational ValuesMandatory
Max 1
To specify a code and the amount or quantity or percentage associated with it
The AM1 loop is used to report state rule exceptions.
3200
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
PO1 Loop
Repeat >1
3300
Baseline Item DataMandatory
Max 1
To specify basic and most frequently used line item data
The PO1 loop reports investment fund state exceptions.
3400
Status of Product or ActivityOptional
Max 3
To indicate the details and status of a product or product activity
3600
Transaction Set TrailerMandatory
Max 1
To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)

Stedi is a registered trademark of Stedi, Inc. Stedi's EDI Reference and Mapping Guides are provided for marketing purposes and are free of charge. All names, logos, and brands of third parties listed on our site are trademarks of their respective owners (including “X12”, which is a trademark of X12 Incorporated). Stedi, Inc. and its products and services are not endorsed by, sponsored by, or affiliated with these third parties. Our use of these names, logos, and brands is for identification purposes only, and does not imply any such endorsement, sponsorship, or affiliation.