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Transaction Set
in
X12 Release 004010

252 Insurance Producer Administration

Functional Group IE

This Draft Standard for Trial Use contains the format and establishes the data contents of the Insurance Producer Administration Transaction Set (252) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to transmit insurance producer information (licensing and appointment data, background information, etc.) among insurance companies and insurance distributors such as agents, brokers, and their organizations.

Heading

Sequence
Segment
Name
Max use
010
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
020
Beginning SegmentMandatory
Max 1
To indicate the beginning of a transaction set
030
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
NM1 Loop
Repeat >1
040
Individual or Organizational Name
Max 1
To supply the full name of an individual or organizational entity
050
Address Information
Max 2
To specify the location of the named party
060
Geographic Location
Max 1
To specify the geographic place of the named party
070
Reference Identification
Max 9
To specify identifying information
080
Administrative Communications Contact
Max 3
To identify a person or office to whom administrative communications should be directed

Detail

Sequence
Segment
Name
Max use
ENT Loop
Repeat >1
010
EntityMandatory
Max 1
To designate the entities which are parties to a transaction and specify a reference meaningful to those entities
The ENT loop repeats for each individual producer.
020
Action or Status IndicatorMandatory
Max 1
To indicate the action to be taken with the information provided or the status of the entity described
030
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
040
Yes/No Question
Max >1
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
The YNQ segment indicates pending new business for the producer.
050
Reference Identification
Max >1
To specify identifying information
060
Demographic Information
Max 1
To supply demographic information
070
Additional Demographic Information
Max 1
To supply additional demographic identification
080
Informational Values
Max >1
To specify a code and the amount or quantity or percentage associated with it
090
Message Text
Max >1
To provide a free-form format that allows the transmission of text information
NM1 Loop
Repeat >1
100
Individual or Organizational Name
Max 1
To supply the full name of an individual or organizational entity
The NM1 loop reports all names and addresses for the producer.
110
Additional Name Information
Max 3
To specify additional names or those longer than 35 characters in length
120
Employment Position
Max 1
To describe employment position
130
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
N3 Loop
Repeat >1
140
Address Information
Max 1
To specify the location of the named party
150
Geographic Location
Max 1
To specify the geographic place of the named party
160
Communication Contact Information
Max 9
To specify a communication contact number
170
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
N9 Loop
Repeat >1
180
Reference Identification
Max 1
To transmit identifying information as specified by the Reference Identification Qualifier
The N9 loop is used to report transfers of business between producers.
190
Geographic Location
Max 1
To specify the geographic place of the named party
REF Loop
Repeat >1
200
Reference Identification
Max 1
To specify identifying information
210
Individual or Organizational Name
Max 1
To supply the full name of an individual or organizational entity
The NM1 segment identifies transferred policy owners.
UC Loop
Repeat >1
220
Underwriting Category
Max 1
To identify the category of underwriting data being transmitted
The UC loop is used to report background information.
230
Information
Max >1
To report information
240
Employment Position
Max 1
To describe employment position
250
Individual or Organizational Name
Max 1
To supply the full name of an individual or organizational entity
The NM1 segment identifies parties related to the background events.
260
Address Information
Max 3
To specify the location of the named party
270
Geographic Location
Max 1
To specify the geographic place of the named party
280
Administrative Communications Contact
Max 9
To identify a person or office to whom administrative communications should be directed
290
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
300
Case Description
Max 1
To identify and describe a specific court case
310
Administration of Justice Event Description
Max >1
To describe specific administration of justice events and actions
320
Test Score Record
Max 1
To provide information about national, regional, state, or local tests that a student has taken
330
Test Scores
Max 1
To provide scores on tests that a student has taken
340
Message Text
Max >1
To provide a free-form format that allows the transmission of text information
LIC Loop
Repeat >1
350
License Information
Max 1
To provide license information
The LIC loop is used to report state license information.
360
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
LIN Loop
Repeat >1
370
Item Identification
Max 1
To specify basic item identification data
380
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
The N1 loop reports company appointments.
N1 Loop
Repeat >1
390
Name
Max 1
To identify a party by type of organization, name, and code
SPA Loop
Repeat >1
400
Status of Product or Activity
Max 1
To indicate the details and status of a product or product activity
410
Geographic Location
Max >1
To specify the geographic place of the named party
420
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
430
Yes/No Question
Max 1
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
The YNQ segment indicates corporate appointments.
440
Reference Identification
Max 3
To specify identifying information
450
Message Text
Max >1
To provide a free-form format that allows the transmission of text information
LIN Loop
Repeat >1
460
Item Identification
Max 1
To specify basic item identification data
470
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
PWK Loop
Repeat >1
480
Paperwork
Max 1
To identify the type or transmission or both of paperwork or supporting information
The PWK loop reports the status and locations of required documents.
490
Individual or Organizational Name
Max 1
To supply the full name of an individual or organizational entity
500
Geographic Location
Max 1
To specify the geographic place of the named party
510
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
EFI Loop
Repeat >1
520
Electronic Format Identification
Max 1
To provide basic information about the electronic format of the interchange data
The EFI loop is used to transmit images of required forms and signatures.
530
Binary DataMandatory
Max 1
To transfer binary data in a single data segment and allow identification of the end of the data segment through a count; there is no identification of the internal structure of the binary data in this segment
540
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.
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.