252Insurance Producer Administration

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.

  • ST
    Transaction Set Header
    M必须(Mandatory)
    Repeat 1

    To indicate the start of a transaction set and to assign a control number

  • BGN
    Beginning Segment
    M必须(Mandatory)
    Repeat 1

    To indicate the beginning of a transaction set

  • DTP
    Date or Time or Period
    O可选(Optional)
    Repeat > 1

    To specify any or all of a date, a time, or a time period

  • NM1Loop1Individual or Organizational Name LOOPO可选(Optional)Repeat > 1
    NM1N3N4REFPER
    • NM1
      Individual or Organizational Name
      M必须(Mandatory)
      Repeat 1

      To supply the full name of an individual or organizational entity

    • N3
      Address Information
      O可选(Optional)
      Repeat 2

      To specify the location of the named party

    • N4
      Geographic Location
      O可选(Optional)
      Repeat 1

      To specify the geographic place of the named party

    • REF
      Reference Identification
      O可选(Optional)
      Repeat 9

      To specify identifying information

    • PER
      Administrative Communications Contact
      O可选(Optional)
      Repeat 3

      To identify a person or office to whom administrative communications should be directed

  • N1Loop1Name LOOPM必须(Mandatory)Repeat > 1
    N1N2N3N4N9DTMENTLoop1
    • N1
      Name
      M必须(Mandatory)
      Repeat 1

      To identify a party by type of organization, name, and code

    • N2
      Additional Name Information
      O可选(Optional)
      Repeat 3

      To specify additional names

    • N3
      Address Information
      O可选(Optional)
      Repeat 3

      To specify the location of the named party

    • N4
      Geographic Location
      O可选(Optional)
      Repeat 1

      To specify the geographic place of the named party

    • N9
      Reference Identification
      O可选(Optional)
      Repeat > 1

      To transmit identifying information as specified by the Reference Identification Qualifier

    • DTM
      Date/Time Reference
      O可选(Optional)
      Repeat > 1

      To specify pertinent dates and times

    • ENTLoop1Entity LOOPM必须(Mandatory)Repeat > 1
      ENTASIDTPYNQREFDMGDMAAM1AMTMSGNM1Loop2LXLoop1UCLoop1LICLoop1ACTLoop1PWKLoop1
      • ENT
        Entity
        M必须(Mandatory)
        Repeat 1

        To designate the entities which are parties to a transaction and specify a reference meaningful to those entities

      • ASI
        Action or Status Indicator
        M必须(Mandatory)
        Repeat 1

        To indicate the action to be taken with the information provided or the status of the entity described

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat > 1

        To specify any or all of a date, a time, or a time period

      • YNQ
        Yes/No Question
        O可选(Optional)
        Repeat > 1

        To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

      • REF
        Reference Identification
        O可选(Optional)
        Repeat > 1

        To specify identifying information

      • DMG
        Demographic Information
        O可选(Optional)
        Repeat 1

        To supply demographic information

      • DMA
        Additional Demographic Information
        O可选(Optional)
        Repeat 1

        To supply additional demographic identification

      • AM1
        Informational Values
        O可选(Optional)
        Repeat > 1

        To specify a code and the amount or quantity or percentage associated with it

      • AMT
        Monetary Amount
        O可选(Optional)
        Repeat 1

        To indicate the total monetary amount

      • MSG
        Message Text
        O可选(Optional)
        Repeat > 1

        To provide a free-form format that allows the transmission of text information

      • NM1Loop2Individual or Organizational Name LOOPO可选(Optional)Repeat > 1
        NM1N2EMSDTPN9Loop1N3Loop1
        • NM1
          Individual or Organizational Name
          M必须(Mandatory)
          Repeat 1

          To supply the full name of an individual or organizational entity

        • N2
          Additional Name Information
          O可选(Optional)
          Repeat 3

          To specify additional names

        • EMS
          Employment Position
          O可选(Optional)
          Repeat 1

          To describe employment position

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • N9Loop1Reference Identification LOOPO可选(Optional)Repeat > 1
          N9AM1
          • N9
            Reference Identification
            M必须(Mandatory)
            Repeat 1

            To transmit identifying information as specified by the Reference Identification Qualifier

          • AM1
            Informational Values
            O可选(Optional)
            Repeat 1

            To specify a code and the amount or quantity or percentage associated with it

        • N3Loop1Address Information LOOPO可选(Optional)Repeat > 1
          N3N4COMDTP
          • N3
            Address Information
            M必须(Mandatory)
            Repeat 1

            To specify the location of the named party

          • N4
            Geographic Location
            O可选(Optional)
            Repeat 1

            To specify the geographic place of the named party

          • COM
            Communication Contact Information
            O可选(Optional)
            Repeat 9

            To specify a communication contact number

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

      • LXLoop1Assigned Number LOOPO可选(Optional)Repeat > 1
        LXN9N4DTPREFLoop1
        • LX
          Assigned Number
          M必须(Mandatory)
          Repeat 1

          To reference a line number in a transaction set

        • N9
          Reference Identification
          O可选(Optional)
          Repeat 1

          To transmit identifying information as specified by the Reference Identification Qualifier

        • N4
          Geographic Location
          O可选(Optional)
          Repeat > 1

          To specify the geographic place of the named party

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • REFLoop1Reference Identification LOOPO可选(Optional)Repeat > 1
          REFNM1
          • REF
            Reference Identification
            M必须(Mandatory)
            Repeat 1

            To specify identifying information

          • NM1
            Individual or Organizational Name
            O可选(Optional)
            Repeat 1

            To supply the full name of an individual or organizational entity

      • UCLoop1Underwriting Category LOOPO可选(Optional)Repeat > 1
        UCIIIEMSNM1N3N4PERDTPCDSCEDTSTSREMSG
        • UC
          Underwriting Category
          M必须(Mandatory)
          Repeat 1

          To identify the category of underwriting data being transmitted

        • III
          Information
          O可选(Optional)
          Repeat > 1

          To report information

        • EMS
          Employment Position
          O可选(Optional)
          Repeat 1

          To describe employment position

        • NM1
          Individual or Organizational Name
          O可选(Optional)
          Repeat 1

          To supply the full name of an individual or organizational entity

        • N3
          Address Information
          O可选(Optional)
          Repeat 3

          To specify the location of the named party

        • N4
          Geographic Location
          O可选(Optional)
          Repeat 1

          To specify the geographic place of the named party

        • PER
          Administrative Communications Contact
          O可选(Optional)
          Repeat 9

          To identify a person or office to whom administrative communications should be directed

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • CDS
          Case Description
          O可选(Optional)
          Repeat 1

          To identify and describe a specific court case

        • CED
          Administration of Justice Event Description
          O可选(Optional)
          Repeat > 1

          To describe specific administration of justice events and actions

        • TST
          Test Score Record
          O可选(Optional)
          Repeat 1

          To provide information about national, regional, state, or local tests that a student has taken

        • SRE
          Test Scores
          O可选(Optional)
          Repeat 1

          To provide scores on tests that a student has taken

        • MSG
          Message Text
          O可选(Optional)
          Repeat > 1

          To provide a free-form format that allows the transmission of text information

      • LICLoop1License Information LOOPO可选(Optional)Repeat > 1
        LICDTPAM1LINLoop1
        • LIC
          License Information
          M必须(Mandatory)
          Repeat 1

          To provide license information

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • AM1
          Informational Values
          O可选(Optional)
          Repeat > 1

          To specify a code and the amount or quantity or percentage associated with it

        • LINLoop1Item Identification LOOPO可选(Optional)Repeat > 1
          LINDTP
          • LIN
            Item Identification
            M必须(Mandatory)
            Repeat 1

            To specify basic item identification data

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

      • ACTLoop1Account Identification LOOPO可选(Optional)Repeat > 1
        ACTSPALoop1
        • ACT
          Account Identification
          M必须(Mandatory)
          Repeat 1

          To specify account information

        • SPALoop1Status of Product or Activity LOOPO可选(Optional)Repeat > 1
          SPAN4DTPYNQAM1REFMSGLINLoop2
          • SPA
            Status of Product or Activity
            M必须(Mandatory)
            Repeat 1

            To indicate the details and status of a product or product activity

          • N4
            Geographic Location
            O可选(Optional)
            Repeat 1

            To specify the geographic place of the named party

          • DTP
            Date or Time or Period
            O可选(Optional)
            Repeat > 1

            To specify any or all of a date, a time, or a time period

          • YNQ
            Yes/No Question
            O可选(Optional)
            Repeat 1

            To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

          • AM1
            Informational Values
            O可选(Optional)
            Repeat > 1

            To specify a code and the amount or quantity or percentage associated with it

          • REF
            Reference Identification
            O可选(Optional)
            Repeat 3

            To specify identifying information

          • MSG
            Message Text
            O可选(Optional)
            Repeat > 1

            To provide a free-form format that allows the transmission of text information

          • LINLoop2Item Identification LOOPO可选(Optional)Repeat > 1
            LINDTP
            • LIN
              Item Identification
              M必须(Mandatory)
              Repeat 1

              To specify basic item identification data

            • DTP
              Date or Time or Period
              O可选(Optional)
              Repeat > 1

              To specify any or all of a date, a time, or a time period

      • PWKLoop1Paperwork LOOPO可选(Optional)Repeat > 1
        PWKNM1N4DTPEFILoop1
        • PWK
          Paperwork
          M必须(Mandatory)
          Repeat 1

          To identify the type or transmission or both of paperwork or supporting information

        • NM1
          Individual or Organizational Name
          O可选(Optional)
          Repeat 1

          To supply the full name of an individual or organizational entity

        • N4
          Geographic Location
          O可选(Optional)
          Repeat 1

          To specify the geographic place of the named party

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat > 1

          To specify any or all of a date, a time, or a time period

        • EFILoop1Electronic Format Identification LOOPO可选(Optional)Repeat > 1
          EFIBIN
          • EFI
            Electronic Format Identification
            M必须(Mandatory)
            Repeat 1

            To provide basic information about the electronic format of the interchange data

          • BIN
            Binary Data
            M必须(Mandatory)
            Repeat 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

  • SE
    Transaction Set Trailer
    M必须(Mandatory)
    Repeat 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)

Segment
X12 EDI Release 00403
To indicate the start of a transaction set and to assign a control number
Elements
  • ST01143Transaction Set Identifier Code
    ID
    M必须(Mandatory)
    Min 3 / Max 3

    Code uniquely identifying a Transaction Set

    Codes (320)
  • ST02329Transaction Set Control Number
    AN
    M必须(Mandatory)
    Min 4 / Max 9

    Identifying control number that must be unique within the transaction set functional group assigned by the originator for a transaction set

  • ST031705Implementation Convention Preference
    AN
    O可选(Optional)
    Min 1 / Max 9

    Reference assigned to identify Implementation Convention