Table CHANNEL_ROLE

DescriptionA , representing the selling and servicing of 's and financial services contracts, that is played by a or an who sells and services contracts for only one financial services company. (s playing this role might be employees of the financial services company).
A , representing the selling and servicing of insurance policies and financial services contracts, that is played by a person or an organisation who sells and services contracts for more than one financial services company.
An insurance broker usually has the following characteristics: acts on behalf of the client rather than the insurance company; works professionally on a full time basis as broker; the broker activities are regulated by statute.
A means of marketing, distributing, or servicing insurance policies. It includes agents, agencies, direct sales forces, telecentres, branches, the internet, kiosks, etc.
Intermediary describes a person or organisation who is authorised by the insurance company to sell or service its products. Thus it includes brokers, agents and the insurance company's own sales force.

Columns
CHANNEL_ROLE_IDCHANNEL_ROLE_ID
AGE_RANGEAGE_RANGE
ANCHOR_IDANCHOR_ID
CHANNEL_ROLE_MINI_DIMENSION_IDCHANNEL_ROLE_MINI_DIMENSION_ID
CLAIMS_MANAGEMENT_AUTHORITYCLAIMS_MANAGEMENT_AUTHORITY
COMMERCIAL_TARGETSCOMMERCIAL_TARGETS
DESCRIPTIONDESCRIPTION
DISTRIBUTION_LEVELDISTRIBUTION_LEVEL
EDUCATION_SUPPORTEDUCATION_SUPPORT
EFFECTIVE_FROM_DATEEFFECTIVE_FROM_DATE
EFFECTIVE_TO_DATEEFFECTIVE_TO_DATE
EXTERNAL_REFERENCEEXTERNAL_REFERENCE
FULL_NAMEFULL_NAME
INFRASTRUCTURE_SUPPORTINFRASTRUCTURE_SUPPORT
MARKETING_SUPPORTMARKETING_SUPPORT
NAME_SUFFIXNAME_SUFFIX
PROSPECTS_QUOTAPROSPECTS_QUOTA
STATUS_DATESTATUS_DATE
TENURE_CARRIERTENURE_CARRIER
TYPETYPE
UNDERWRITING_AUTHORITY_START_DATEUNDERWRITING_AUTHORITY_START_DATE
VALID_FROM_DATEVALID_FROM_DATE
VALID_TO_DATEVALID_TO_DATE

Primary Key
CHANNEL_ROLE_PKCHANNEL_ROLE_PK

Dependencies
AWM - TransformationAWM - Transformation

Column Details

 CHANNEL_ROLE_ID
DescriptionThe unique identifier of the Channel role
Data TypeBIGINT
Default ValueNone
Is Primary Keytrue
Is Identitytrue
Is Nullablefalse
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 AGE_RANGE
DescriptionCode indicating a range age. Each agent is categorised into an age range which is derived from his date of birth.
Data TypeDATE
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 ANCHOR_ID
DescriptionAny value without business meaning that uniquely distinguishes occurrences of this entity independently of its history.
Data TypeBIGINT
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 CHANNEL_ROLE_MINI_DIMENSION_ID
DescriptionSoft link to Channel role mini dimension
Data TypeBIGINT
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 CLAIMS_MANAGEMENT_AUTHORITY
DescriptionThe textual description explaining the authority of the channel role with respect to the management of claims.
Data TypeVARCHAR(256)
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 COMMERCIAL_TARGETS
DescriptionThe textual description explaining the commercial targets such as the growth rate of a portfolio, a portfolio retention rate.
Data TypeVARCHAR(256)
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 DESCRIPTION
DescriptionThe textual representation of information or free form comments about a role player.
Data TypeVARCHAR(256)
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 DISTRIBUTION_LEVEL
DescriptionA distribution categorization defined by an insurance company.

e.g. Branch
e.g. Captive
e.g. Field
e.g. National
e.g. Regional
Data TypeVARCHAR(20)
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 EDUCATION_SUPPORT
DescriptionThe textual description explaining the education support provided to the channel role such as a general sales training.
Data TypeVARCHAR(256)
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 EFFECTIVE_FROM_DATE
DescriptionThe effective date and time that represents the beginning of the time period during which the values of all attributes of the entity occurrence are true in the business reality.
Data TypeTIMESTAMP
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 EFFECTIVE_TO_DATE
DescriptionThe effective date and time that represents the end of the time period during which the values of all attributes of the entity occurrence are true in the business reality.
Data TypeTIMESTAMP
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 EXTERNAL_REFERENCE
DescriptionThe number or code used for identification or communication purposes. It is often called agent or broker number.
Data TypeVARCHAR(20)
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 FULL_NAME
DescriptionThe complete aggregated name used for identifying a role player when the components of the name are unavailable or inapplicable.

e.g. Miss Mary Jane McSporran
Data TypeVARCHAR(20)
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 INFRASTRUCTURE_SUPPORT
DescriptionThe textual description explaining the infrastructure support provided to the channel role such as a laptop.
Data TypeVARCHAR(256)
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 MARKETING_SUPPORT
DescriptionThe textual description explaining the marketing support provided to the channel role such as mailing, basic advertising brochures, advertising in local newspapers and gifts.
Data TypeVARCHAR(256)
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 NAME_SUFFIX
DescriptionPreferred suffix to the broker's name. This is only applicable if the broker is a person.

e.g. Sr.
Data TypeVARCHAR(20)
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 PROSPECTS_QUOTA
DescriptionThe maximum number of prospects that a channel role is allowed to manage at any one time.
Data TypeINTEGER
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 STATUS_DATE
DescriptionThe date at which the party role becomes effective in a given status.
Data TypeDATE
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 TENURE_CARRIER
DescriptionIndicates how long an agent has been selling insurance offered by the Insurance company.
Data TypeDATE
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 TYPE
DescriptionThe mutually exclusive categorisation of this Channel role.
Data TypeVARCHAR(20)
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 UNDERWRITING_AUTHORITY_START_DATE
DescriptionThe date on which the underwriting authority was granted.
Data TypeDATE
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 VALID_FROM_DATE
DescriptionThe transaction time that represents the beginning of the time period during which the values of this recorded data are true in the source system.
Data TypeTIMESTAMP
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse



 VALID_TO_DATE
DescriptionThe transaction time that represents the end of the time period during which the values of this recorded data are true in the source system.
Data TypeTIMESTAMP
Default ValueNone
Is Primary Keyfalse
Is Identityfalse
Is Nullabletrue
Is Generatedfalse
Is Row Change Timestampfalse
Is hiddenfalse

Primary Key Details

 CHANNEL_ROLE_PK
DescriptionThe unique identifier of the Channel role
MemberCHANNEL_ROLE_ID [BIGINT]

Dependency Details

 AWM - Transformation