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• Datasets
  • Available Hardcoded Datasets

Datasets

Datasets in the Q&B system are used to store the various client data (e.g. agent name, insurer address, etc.), which is then used in the selectable quote fields, as options and in the API integrations for the transformations keyword. Datasets can be custom, or already hardcoded in the system.

For example, you need to create a field, where the user can select an insurer. Of course, you can enter all those insurers into an array, but it is much more easier to define a specific dataset in the options keyword, and all of the insurers will be automatically taken from there.

{
"insurerList": {
    "label": "Insurer",
    "uiType": "select",
    "options": "insurers",
    "uiOptions": {
    "class": "col-4"
    }
}

Another example is related to the API integrations, which is described in the Transformations section.

Available System Datasets

The following datasets are already implemented into the Q&B system:

• entities - returns all entered active entities
• entitiesWithUsers - returns all entered active entities which have at least one assigned user
• agents - returns all entered active agents names
• agentsWithCoverholders - returns all entered active agents and coverholders
• agentChildren - returns all entered agents names with subsidiaries
• users - returns all entered users names
• brokers - returns all entered brokers names
• underwriters - returns all entered underwriters names
• currencies - returns all entered currencies
• countries - returns all entered countries
• paymentTerms - returns all possible payment terms
• products - returns all entered products names
• roles - returns all entered roles
• permissions - returns all possible permissions
• workflows - returns all workflow names
• workflowsStatus - returns all possible workflow statuses
• publishedWorkflows - returns all workflows where status is either draft or active
• availableSchemas - returns all current version schemas where status is either draft or published
• clientOccupations - returns all occupations of entered clients
• clients - returns all entered clients names
• emailTemplates - returns all entered email templates names
• binderDocuments - returns all entered binder documents names
• clientContactRoles - returns all roles of entered clients contacts