111 - Individual Insurance Policy and Client Information

FUNCTIONAL GROUP=IF

This X12 Transaction Set contains the format and establishes the data contents of the Individual Insurance Policy and Client Information Transaction Set (111) for use within the context of an Electronic Data Interchange (EDI) environment. This standard can be used to exchange policy and client information among organizations administering individual life and health insurance contracts and their trading partners (e.g., agents, brokers). It is not intended to be used for group insurance.

SCHEMA

ST

Segment	Name	Position
ST	Transaction Set Header	0100
BHT	Beginning of Hierarchical Transaction	0200

1000

Segment	Name	Position
NM1	Individual or Organizational Name	0300
N3	Party Location	0400
N4	Geographic Location	0500
REF	Reference Information	0600
PER	Administrative Communications Contact	0700

2000

Segment	Name	Position
HL	Hierarchical Level	0100
REF	Reference Information	0200
ASI	Action or Status Indicator	0300
LQ	Industry Code Identification	0400
C3	Currency Identifier	0500
DMG	Demographic Information	0600
LUI	Language Use	0700
N4	Geographic Location	0800
BLI	Basic Baseline Item Data	0900
LIN	Item Identification	1000
UDA	Underwriting Condition	1100
SPA	Status of Product or Activity	1200
DTP	Date or Time or Period	1300
BLN	Balance Information	1400
QTY	Quantity Information	1500
AMT	Monetary Amount Information	1600
RPA	Rate Amounts or Percents	1700

2100

Segment	Name	Position
PDL	Payment Details	1800
REF	Reference Information	1900

2200

Segment	Name	Position
III	Information	2000
DTP	Date or Time or Period	2100

2300

Segment	Name	Position
AM1	Informational Values	2200
III	Information	2300
SPA	Status of Product or Activity	2350
DTP	Date or Time or Period	2400
AMT	Monetary Amount Information	2500
QTY	Quantity Information	2600
RPA	Rate Amounts or Percents	2700
BLN	Balance Information	2800
REF	Reference Information	2900

2400

Segment	Name	Position
NM1	Individual or Organizational Name	3000
N2	Additional Name Information	3100
COM	Communication Contact Information	3200

2450

Segment	Name	Position
N3	Party Location	3300
N4	Geographic Location	3400
DTP	Date or Time or Period	3500

2500

Segment	Name	Position
NX1	Property or Entity Identification	3600
REF	Reference Information	3700
BEN	Beneficiary or Owner Information	3800
III	Information	3900
AM1	Informational Values	4000
IN1	Individual Identification	4100
SE	Transaction Set Trailer	4200

COMMENTS

Notes
1/0300	The 1000 loop provides information about the sending and receiving parties.
2/0100	The structure of the transaction is defined in BHT01 at 1/0200.
2/2200	The 2300 loop can be used to provide additional information at the level of the specific policy, coverage, component, account, etc., being described.
2/3600	The 2500 loop provides details about the role(s) played by a client at the given level. For example, this could contain specifics for the owner of a policy, or for a beneficiary for a given coverage.
2/4100	The IN1 segment identifies parties related to the client in the given role. For example, if the client is a beneficiary, the IN1 segment could be used to provide the reference number for the trustee for that beneficiary.

rev 21/11/2024