Broker Appointment

Type: Information Object

Status: Planned
Industry Sector: Insurance
Sensitivity Level: Confidential
Personal Information: PII

Description:
Appointment record defining the insurer authority granted to a broker or agent.

Accessed by Application(s):

• Broker Management Platform
• Insurance Compliance Platform

 Yes

Attributes

Order	Name	Description	Type	Cardinality	Example value
1	Appointment ID	Unique identifier for the broker appointment	GUID	Mandatory
2	Broker ID	Reference to the appointed broker or agent	Reference	Mandatory
3	Agreement ID	Reference to the broker agreement governing the appointment	Reference	Mandatory
4	Product ID	Reference to the insurance product covered by the appointment	Reference	Optional
5	Appointment Status	Lifecycle status of the appointment	Enumeration	Mandatory
6	Authority Level	Level of distribution or servicing authority granted	String	Mandatory
7	Effective Date	Date from which the appointment is effective	Date	Mandatory
8	End Date	Date on which the appointment ends	Date	Optional

 Yes
 
 Planned
 PII
 Confidential
 Insurance
 Appointment record defining the insurer authority granted to a broker or agent.

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