Close Brothers External System Properties
For schemes that offer Close Brothers as a payment option, the external system properties need to be added in ICE Policy as well as the required fields be asked as part of the presentation model.
To do the external system mapping:
Go to ICE Policy (https://insync-uat.ice-technology.com/ice-policy/)
Navigate to Admin > External System Properties
Choose Close Brothers as the external system
You will then see the list of fields that are already mapped to Close Brothers
For fields that show in the list, it means they have already been mapped, so you don't need to do anything. For fields that aren't in the list that you've added to your config (reference data) you need to add to the mapping. Note that it's not all fields, just from the below list: - Legal Status - Title - Product Cover Type - Product Insurer eg, if you add a new title of 'Professor' to your config, you need to add it to the mapping. eg, if you add a new product insurer of 'CNA' to your config, you need to add it to the mapping.
It's important when adding fields to your config and the mapping that you check the Close Brothers documentation (attached, page 83 onwards) or contact them ([email protected]) to request the exact format of the reference data and external value.
Sometimes there are multiple versions of relevant product cover type of insurer. It's essential you use the right one as it shows on documents sent to customers from Close Brothers.
You can get confirmation on the exact insurer name from Binders and Schemes and Insync. They should also be able to advise on the product cover type.
Multi-Value Default and Table Default can be left blank.
You don't need to save, commit, submit, publish. Once added it will be picked up immediately.
This task needs to be done at environment level and per company.
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