Paymentshield

MPPIJO

Product Specific Rules Summary

Eligibility stage

interface key text
Applicant1Aged18To64
Are you aged 18 years or over but under 64 years?
display when
always
help text The customer's cover will cease once they reach 65 years of age. To be eligible for a new policy, a customer must be aged 18 or over, but under 64.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1LivingUK
Are you living in the UK?
display when
always
help text To be eligible for cover, the customer must answer 'yes' to confirm they live in the UK.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1SixteenHours
Are you actively working for at least 16 hours per week?
display when
always
help text To be eligible for cover, the customer must answer 'yes' to confirm they are in paid work for at least 16 hours per week.
Paid work includes self-employed work, statutory maternity and parental leave but does not include temporary work.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1TemporaryWork
Is your work temporary, casual, seasonal, irregular or a period of training / apprenticeship?
display when
always
help text To be eligible for cover, the customer must answer 'no' to confirm they are in paid work for at least 16 hours per week which is not casual, occasional, seasonal, irregular or a period of training or apprenticeship.
Unfortunately, we are unable to provide cover if a customer is undertaking temporary or casual work, or if unemployment is a regular or recurring feature of the customer's job.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1NamedOnMortgage
Are you named on the mortgage agreement for the residential property which is your main home?
display when
always
help text To be eligible for cover, the customer must answer ‘yes' to confirm their name is shown on a mortgage agreement for a residential property which has priority over any other charge on the property.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1ResidentialMortgage
Are you paying or about to pay a mortgage agreement for a residential property which is permanently occupied by you and your immediate family as your home?
display when
always
help text To be eligible for cover, the customer must answer ‘yes' to confirm their name is shown on a mortgage agreement for the residential property which has priority over any other charge on the property.
*Please note the mortgage start date must be within 30 days of the policy start date.*
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1RepaymentsUpToDate
If you have an existing mortgage agreement, are you up to date with your repayments?
display when
always
help text To be eligible for cover the customer must answer ‘yes' to confirm they are not in arrears with their monthly mortgage repayments.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1MedicalCondition
Do you understand the pre-existing medical condition exclusion of this policy?
display when
always
help text The customer must answer 'yes' to confirm they understand that they cannot claim for any pre-existing medical condition (whether this has been specifically diagnosed or not) which they knew about, or should reasonably have known about at the policy start date, or which they received treatment for or had seen or arranged to see a doctor about during the 12 months immediately before the policy start date. If the customer answers 'No' to this question, then they will only be eligible for Unemployment.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
SecondApplicantIncluded
Do you wish to include a second applicant?
display when
always
help text Please indicate if the customer would like to include a second applicant.
data type Boolean
answer control type Radio button
default value false

Validation Rules

mandatory True
Applicant2Aged18To64
Are you aged 18 years or over but under 64 years?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text The customer's cover will cease once they reach 65 years of age. To be eligible for a new policy, a customer must be aged 18 or over, but under 64.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant2LivingUK
Are you living in the UK?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text To be eligible for cover, the customer must answer 'yes' to confirm they live in the UK.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant2SixteenHours
Are you actively working for at least 16 hours per week?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text To be eligible for cover, the customer must answer 'yes' to confirm they are in paid work for at least 16 hours per week.
Paid work includes self-employed work, statutory maternity and parental leave but does not include temporary work.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant2TemporaryWork
Is your work temporary, casual, seasonal, irregular or a period of training / apprenticeship?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text To be eligible for cover, the customer must answer ‘no' to confirm they are in paid work for at least 16 hours per week which is not casual, occasional, seasonal, irregular or a period of training or apprenticeship.
Unfortunately, we are unable to provide cover if a customer is undertaking temporary or casual work, or if unemployment is a regular or recurring feature of the customer's job.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant2NamedOnMortgage
Are you named on the mortgage agreement for the residential property which is your main home?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text To be eligible for cover, the customer must answer ‘yes' to confirm their name is shown on a mortgage agreement for a residential property which has priority over any other charge on the property.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant2ResidentialMortgage
Are you paying or about to pay a mortgage agreement for a residential property which is permanently occupied by you and your immediate family as your home?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text To be eligible for cover, the customer must answer ‘yes' to confirm they are paying or about to pay a mortgage agreement relating to a residential property which they permanently occupy as their main home.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant2RepaymentsUpToDate
If you have an existing mortgage agreement, are you up to date with your repayments?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text To be eligible for cover the customer must answer ‘yes' to confirm they are not in arrears with their monthly mortgage repayments.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant2MedicalCondition
Do you understand the pre-existing medical condition exclusion of this policy?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text The customer must answer 'yes' to confirm they understand that they cannot claim for any pre-existing medical condition (whether this has been specifically diagnosed or not) which they knew about, or should reasonably have known about at the policy start date, or which they received treatment for or had seen or arranged to see a doctor about during the 12 months immediately before the policy start date. If the customer answers 'No' to this question, then they will only be eligible for Unemployment.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1AwareOfClaimCarer
Are you currently aware of any circumstances which may result in you making a claim under this policy to become a carer?
display when
always
help text If the customer answers ‘Yes' to this question, then they will not be eligible for Unemployment cover.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1JobAtRisk
Are you aware of any circumstances where you have received formal or informal notification that your own job might be at risk?
display when
always
help text The customer will be unable to claim for unemployment if they had received formal or informal notification that their job might be at risk in the 6 months prior to the policy start date.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1FormalNotificationOfCuts
Are you aware of any circumstances where your employer has formally announced its intention to make cuts to its workforce?
display when
always
help text The customer will be unable to claim for unemployment if at the policy start date they were aware that their employer intended to make cuts to staff numbers.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1FormalAdministrationorLiquidation
Is your company or the company you are employed by, either currently in or has it announced formally or informally it is going into administration, receivership or liquidation?
display when
always
help text The customer will be unable to claim for unemployment if at the policy start date their company or the company they are employed by has announced formally or informally that they are in, or going into administration, receivership or liquidation.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant2AwareOfClaimCarer
Are you currently aware of any circumstances which may result in you making a claim under this policy to become a carer?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text If the customer answers ‘Yes' to this question, then they will not be eligible for Unemployment cover.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant2JobAtRisk
Are you aware of any circumstances where you have received formal or informal notification that your own job might be at risk?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text The customer will be unable to claim for unemployment if they had received formal or informal notification that their job might be at risk in the 6 months prior to the policy start date.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant2FormalNotificationOfCuts
Are you aware of any circumstances where your employer has formally announced its intention to make cuts to its workforce?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text The customer will be unable to claim for unemployment if at the policy start date they were aware that their employer intended to make cuts to staff numbers.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant2FormalAdministrationorLiquidation
Is your company or the company you are employed by, either currently in or has it announced formally or informally it is going into administration, receivership or liquidation?
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text The customer will be unable to claim for unemployment if at the policy start date their company or the company they are employed by has announced formally or informally that they are in, or going into administration, receivership or liquidation.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
back to top

Quote stage

interface key text
CreditArranged
Have you arranged the mortgage to be covered by this product?
display when
always
help text Please note: Due to regulatory requirements you must inform us if you have arranged the mortgage to be protected by the product.
data type Boolean
answer control type Radio button

Validation Rules

mandatory True
Applicant1Title
Title
display when
always
help text Please select applicant one's title.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • Mr - Mr
  • Mrs - Mrs
  • Miss - Miss
  • Ms - Ms
  • Dr - Dr
  • Rev - Rev
Applicant1Forename
First Name
display when
always
help text Please enter applicant one's First Name.
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^[a-zA-Z\s-']*$
regex message Please enter only alpha characters, spaces, hyphens, and apostrophes in this field
max length 50
Applicant1Surname
Surname
display when
always
help text Please enter applicant one's surname.
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^[a-zA-Z\s-']*$
regex message Please enter only alpha characters, spaces, hyphens, and apostrophes in this field
max length 100
Applicant1DoB
Date of Birth
display when
always
help text Please enter applicant one's date of birth.
data type DateTime2
answer control type Text box

Validation Rules

mandatory True
min range -64.00
max range -18.00
Applicant1GrossMonthlyIncome
Gross Monthly Income (£)
display when
always
help text Please enter applicant one's gross monthly income. This is the customer's average monthly salary before tax including any commission and/or bonus received for the 12 months immediately prior to the intended policy start date (if in full-time employment) or the monthly average of income as declared on the self assessment return for the previous tax year as confirmed by HMRC (if self employed).
data type Currency
answer control type Text box

Validation Rules

mandatory True
regex pattern ^\d*(\.\d{1,2})?(\.\d{2})?$
regex message Please enter a valid currency amount
max length 8
Applicant2Title
Title
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text Please select applicant two's title.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • Mr - Mr
  • Mrs - Mrs
  • Miss - Miss
  • Ms - Ms
  • Dr - Dr
  • Rev - Rev
Applicant2Forename
First Name
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text Please enter applicant two's first initial.
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^[a-zA-Z\s-']*$
regex message Please enter only alpha characters, spaces, hyphens, and apostrophes in this field
max length 50
Applicant2Surname
Surname
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text Please enter applicant two's surname.
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^[a-zA-Z\s-']*$
regex message Please enter only alpha characters, spaces, hyphens, and apostrophes in this field
max length 100
Applicant2DoB
Date of Birth
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text Please enter applicant two's date of birth.
data type DateTime2
answer control type Text box

Validation Rules

mandatory True
min range -64.00
max range -18.00
Applicant2GrossMonthlyIncome
Gross Monthly Income (£)
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text Please enter applicant two's gross monthly income. This is the customer's average monthly salary before tax including any commission and/or bonus received for the 12 months immediately prior to the intended policy start date (if in full-time employment) or the monthly average of income as declared on the self assessment return for the previous tax year as confirmed by HMRC (if self employed).
data type Currency
answer control type Text box

Validation Rules

mandatory True
regex pattern ^\d*(\.\d{1,2})?(\.\d{2})?$
regex message Please enter a valid currency amount
max length 8
max range 8000.00
CoverType
Type of Cover
display when
always
help text Please select the type of cover the customer requires.
Accident and sickness cover offers protection for the customer in the event of an accident, sickness or disease which occurs after the start date and results in them being totally unable to carry out the duties of their normal work as confirmed by a doctor.
Unemployment cover offers protection should the customer be made involuntarily redundant and has an ongoing job seekers agreement with the Department for Work and Pensions in the UK (or equivalent) or unexpectedly leaves work to become an informal carer for a member of their immediate family.
Full accident, sickness and unemployment cover offers our highest level of protection. Please refer to the terms and conditions document for full details of exclusions.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • UnemploymentAndDisability - Accident, Sickness & Unemployment
  • Disability - Accident & Sickness Only
QualTypeUnemployment
Unemployment Qualification Type
display when
ANY of the following are true
the answer to the question CoverType (Type of Cover) is UnemploymentAndDisability
the answer to the question CoverType (Type of Cover) is Unemployment
help text Please select the customer's chosen qualification type for unemployment. This can be different from the type chosen for accident and sickness enabling you to tailor the product to the customer's needs and budget.
‘Back to Day 1' provides the most comprehensive cover with the customer's monthly benefit paid in arrears, backdated to the first day they were unable to work in the event of a claim.
Choosing an ‘Excess' option can help reduce the premium for the client with the benefit payments made one month in arrears from the first day after the chosen qualification period ends.
For more information on qualification types and periods click here.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • DayOne - Back to Day 1
  • Excess - Excess
QualTypeDisability
Accident & Sickness Qualification Type
display when
ANY of the following are true
the answer to the question CoverType (Type of Cover) is UnemploymentAndDisability
the answer to the question CoverType (Type of Cover) is Disability
help text Please select the customer's chosen qualification type for accident and sickness. This can be different from the type chosen for unemployment enabling you to tailor the product to the customer's needs and budget.
‘Back to Day 1' provides the most comprehensive cover with the customer's monthly benefit paid in arrears, backdated to the first day they were unable to work in the event of a claim.
Choosing an ‘Excess' option can help reduce the premium for the client with the benefit payments made one month in arrears from the first day after the chosen qualification period ends.
For more information on qualification types and periods click here.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • DayOne - Back to Day 1
  • Excess - Excess
QualPeriodUnemployment
Unemployment Qualification Period
display when
ANY of the following are true
the answer to the question CoverType (Type of Cover) is UnemploymentAndDisability
the answer to the question CoverType (Type of Cover) is Unemployment
help text Please select the customer's chosen qualification period for unemployment. This can be different from the qualification period chosen for accident and sickness.
The qualification period is the number of consecutive days from when the customer is unable to work until they would start to receive monthly benefit.
For more information on qualification types and periods click here.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • ThirtyDays - 30 Days
  • SixtyDays - 60 Days
  • OneHundredEightyDays - 180 Days
QualPeriodDisability
Accident & Sickness Qualification Period
display when
ANY of the following are true
the answer to the question CoverType (Type of Cover) is UnemploymentAndDisability
the answer to the question CoverType (Type of Cover) is Disability
help text Please select the customer's chosen qualification period for unemployment. This can be different from the qualification period chosen for accident and sickness.
The qualification period is the number of consecutive days from when the customer is unable to work until they would start to receive monthly benefit.
For more information on qualification types and periods click here.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • ThirtyDays - 30 Days
  • SixtyDays - 60 Days
  • OneHundredEightyDays - 180 Days
PolicyBenefitPeriod
Benefit Period
display when
always
help text Please select the customer's chosen benefit period.
The benefit period is the maximum number of monthly benefit payments the customer would receive for a single claim event.
Customers are able to make further claims subject to the terms and conditions of the policy.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • TwentyFourMonths - 24 Months
  • TwelveMonths - 12 Months
MonthlyMortgagePayment
Monthly Mortgage Payment (£)
display when
always
help text Please enter the customer's monthly mortgage repayment amount.
data type Currency
answer control type Text box

Validation Rules

mandatory True
regex pattern ^\d*(\.\d{1,2})?(\.\d{2})?$
regex message Please enter a valid currency amount
min range 100.00
max range 3000.00
OtherCover
Associated Premiums (£)
display when
always
help text Please enter the monthly cost for any mortgage related insurance premiums i.e. buildings and contents insurance premium(s) the customer would like to protect.
data type Currency
answer control type Text box

Validation Rules

mandatory True
regex pattern ^\d*(\.\d{1,2})?(\.\d{2})?$
regex message Please enter a valid currency amount
min range 0.00
max range 3000.00
BenefitUpliftAmount
Extra cover (£)
display when
always
help text The customer is able to choose optional extra protection to increase their benefit insured by an additional 33% of their monthly mortgage payment and related insurance premiums up to a maximum of £3,000 or 75% of their gross monthly income (whichever is lower). This additional 33% can then be used towards other household bills for additional peace of mind.
data type Currency
answer control type Text box

Validation Rules

mandatory True
regex pattern ^\d*(\.\d{1,2})?(\.\d{2})?$
regex message Please enter a valid currency amount
min range 0.00
Applicant1Benefit
Applicant 1 Benefit (£)
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text This is the total amount of monthly benefit applicant one would receive in the event of a claim. The remaining monthly benefit amount would be received by applicant 2 in the event they need to make a claim.
Please note: If the applicants wish to insure 100% of the monthly benefit each, then they must each take out a separate policy for the full monthly benefit amount.
data type Currency
answer control type Text box

Validation Rules

mandatory True
regex pattern ^\d*(\.\d{1,2})?(\.\d{2})?$
regex message Please enter a valid currency amount
max length 8
TotalMonthlyBenefit
Total monthly benefit (£)
display when
always
help text This is the total amount of monthly benefit the customer would receive in the event of a claim. It is the sum of the benefit level(s) selected.
data type Currency
answer control type Text box

Validation Rules

mandatory False
regex pattern ^\d*(\.\d{1,2})?(\.\d{2})?$
regex message Please enter a valid currency amount
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Application stage

interface key text
BasisOfAdvice
Basis of Advice
display when
always
help text Please confirm the basis of advice given.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • Advised - Advised
  • NonAdvised - Non Advised
PolicyStartDate
Policy Start Date
display when
always
help text Please confirm the date the customer wishes the policy to start.
data type DateTime
answer control type Text box

Validation Rules

mandatory False
min length -90
max length 0
YourRef
Your Reference
display when
always
help text Should you wish to assign your own reference to this case please enter it here.
data type String
answer control type Text box

Validation Rules

mandatory False
max length 40
Applicant1TelNo
Telephone Number
display when
always
help text Please provide a day-time telephone number for applicant one.
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^\d*$
regex message Please enter numerical values only
max length 15
Applicant1EmailAddress
Email
display when
always
help text Please enter an email address for applicant one.
data type String
answer control type Text box

Validation Rules

mandatory False
regex pattern ^[\w\-\.\+]+\@[a-zA-Z0-9\.\-]+\.[a-zA-z0-9]{2,}$
regex message Please enter a valid email address
max length 50
Applicant1EmployerName
Employer Name
display when
always
help text Please confirm the name of applicant one's employer.
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^[a-zA-Z0-9\s-]*$
regex message Please enter only alpha characters, numbers, spaces, and hyphens in this field
max length 30
Applicant1EmploymentStatus
Employment Status
display when
always
help text Please confirm the current employment status of applicant one.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • Employed - Employed
  • SelfEmployed - Self Employed
  • SelfEmployed - Shareholding Director
  • SelfEmployed - Proprietor
  • FixedTermContractWorker - Fixed Term Contract Worker
Applicant1EmployerLengthOfService
Length of Service Months
display when
always
help text Please enter the number of month's applicant one has been in employment with their current employer.
data type Int32
answer control type Text box

Validation Rules

mandatory True
regex pattern ^\d*$
regex message Please enter numerical values only
Applicant1JobRole
Occupation
display when
always
help text Please confirm applicant one's occupation.
data type String
answer control type Drop down box

Validation Rules

mandatory True
options
  • Accountant - Accountant
  • Administrative - Administrative
  • Agriculture - Agriculture Farming
  • Catering - Catering
  • Director - Company Director
  • Distribution - Distribution
  • Emergency - Emergency Services
  • Engineering - Engineering
  • Financial - Financial Services
  • Government - Local Government
  • Management - Management
  • Manual - Manual Work
  • Manufacturing - Manufacturing
  • Medical - Medical Professional
  • MedicalNonQualified - Medical Non qualified
  • Mining - Mining
  • NotKnown - Not Known
  • Professional - Professional Industries
  • Retail - Retail
  • Secretarial - Secretarial
  • SelfEmployed - Self-Employed
  • SocialServices - Social Services
  • Solicitors - Solicitors
  • Telecommunications - Telecommunications
Applicant2TelNo
Applicant 2 Telephone Number
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text Please provide a day-time telephone number for applicant two.
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^\d*$
regex message Please enter numerical values only
max length 15
Applicant2EmailAddress
Applicant 2 Email
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text Please enter an email address for applicant two.
data type String
answer control type Text box

Validation Rules

mandatory False
regex pattern ^[\w\-\.\+]+\@[a-zA-Z0-9\.\-]+\.[a-zA-z0-9]{2,}$
regex message Please enter a valid email address
max length 50
Applicant2EmployerName
Employer Name
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text Please confirm the name of applicant two's employer.
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^[a-zA-Z0-9\s-]*$
regex message Please enter only alpha characters, numbers, spaces, and hyphens in this field
max length 30
Applicant2EmploymentStatus
Employment Status
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text Please confirm the current employment status of applicant two.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • Employed - Employed
  • SelfEmployed - Self Employed
  • SelfEmployed - Shareholding Director
  • SelfEmployed - Proprietor
  • FixedTermContractWorker - Fixed Term Contract Worker
Applicant2EmployerLengthOfService
Length of Service Months
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text Please enter the number of month's applicant two has been in employment with their current employer.
data type Int32
answer control type Text box

Validation Rules

mandatory True
regex pattern ^\d*$
regex message Please enter numerical values only
Applicant2JobRole
Occupation
display when
the answer to the question SecondApplicantIncluded (Do you wish to include a second applicant?) is True
help text Please confirm applicant two's occupation.
data type String
answer control type Drop down box

Validation Rules

mandatory True
options
  • Accountant - Accountant
  • Administrative - Administrative
  • Agriculture - Agriculture Farming
  • Catering - Catering
  • Director - Company Director
  • Distribution - Distribution
  • Emergency - Emergency Services
  • Engineering - Engineering
  • Financial - Financial Services
  • Government - Local Government
  • Management - Management
  • Manual - Manual Work
  • Manufacturing - Manufacturing
  • Medical - Medical Professional
  • MedicalNonQualified - Medical Non qualified
  • Mining - Mining
  • NotKnown - Not Known
  • Professional - Professional Industries
  • Retail - Retail
  • Secretarial - Secretarial
  • SelfEmployed - Self-Employed
  • SocialServices - Social Services
  • Solicitors - Solicitors
  • Telecommunications - Telecommunications
MortgageStartDate
Mortgage completion
display when
always
help text Please provide the expected mortgage completion date.
data type DateTime2
answer control type Text box

Validation Rules

mandatory True
min range -1.00
max range 1.00
MortgageLender
Mortgage lender
display when
always
help text Please provide the name of the lender named on the mortgage agreement.
data type String
answer control type Text box

Validation Rules

mandatory True
max length 40
TypeOfBorrowing
Type of Borrowing
display when
always
help text Please confirm the type of borrowing.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory True
options
  • New - New Borrower (house purchase)
  • ReMortgage - Re-mortgage
SharedOwnership
Does your mortgage benefit include a shared ownership payment (i.e. rental or equity loan payment)?
display when
always
help text Please indicate if the customer's benefit will include a shared ownership payment.
data type Boolean
answer control type Radio button
default value false

Validation Rules

mandatory True
AdvancedMortgage
Is the mortgage a 100% plus advance mortgage?
display when
always
help text Please indicate if the customer's mortgage has a loan to value ratio (LTV) of 100% or more.
data type Boolean
answer control type Radio button
default value false

Validation Rules

mandatory True
InsuredAddressStreet
Property House Number and Street Name
display when
always
help text Please provide the address of the property listed on the mortgage agreement to be covered by the policy.
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^[a-zA-Z0-9\s\-\'\,\.\/]*$
regex message Please enter only alphanumeric characters, spaces, or any of the following characters in this field - ' , . \ /
max length 30
InsuredAddressDistrict
District
display when
always
help text Please provide the address of the property listed on the mortgage agreement to be covered by the policy.
data type String
answer control type Text box

Validation Rules

mandatory False
regex pattern ^[a-zA-Z0-9\s\-\'\,\.\/]*$
regex message Please enter only alphanumeric characters, spaces, or any of the following characters in this field - ' , . \ /
max length 30
InsuredAddressTown
Town
display when
always
help text Please provide the address of the property listed on the mortgage agreement to be covered by the policy.
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^[a-zA-Z0-9\s\-\'\,\.\/]*$
regex message Please enter only alphanumeric characters, spaces, or any of the following characters in this field - ' , . \ /
max length 30
InsuredAddressCounty
County
display when
always
help text Please provide the address of the property listed on the mortgage agreement to be covered by the policy.
data type String
answer control type Text box

Validation Rules

mandatory False
regex pattern ^[a-zA-Z0-9\s\-\'\,\.\/]*$
regex message Please enter only alphanumeric characters, spaces, or any of the following characters in this field - ' , . \ /
max length 30
InsuredAddressPostCode
Postcode
display when
always
help text Please provide the address of the property listed on the mortgage agreement to be covered by the policy.
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^(?![Ii][Mm])(?![Jj][Ee])(?![Gg][Yy])[A-Za-z]{1,2}[0-9A-Za-z]{1,2} ?[0-9][A-Za-z]{2}$
regex message Please enter a valid postcode
max length 10
UseCorrespondenceAddress
Do you wish to use a correspondence address
display when
always
help text Please indicate if the customer would like correspondence relating to their policy sent to an address other than the insured address.
data type Boolean
answer control type Radio button
default value false

Validation Rules

mandatory True
CorrespondenceStreet
Property House Number and Street Name
display when
the answer to the question UseCorrespondenceAddress (Do you wish to use a correspondence address) is True
help text Please provide the address to be used for customer correspondence
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^[a-zA-Z0-9\s\-\'\,\.\/]*$
regex message Please enter only alphanumeric characters, spaces, or any of the following characters in this field - ' , . \ /
max length 30
CorrespondenceDistrict
District
display when
the answer to the question UseCorrespondenceAddress (Do you wish to use a correspondence address) is True
help text Please provide the address to be used for customer correspondence
data type String
answer control type Text box

Validation Rules

mandatory False
regex pattern ^[a-zA-Z0-9\s\-\'\,\.\/]*$
regex message Please enter only alphanumeric characters, spaces, or any of the following characters in this field - ' , . \ /
max length 30
CorrespondenceTown
Town
display when
the answer to the question UseCorrespondenceAddress (Do you wish to use a correspondence address) is True
help text Please provide the address to be used for customer correspondence
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^[a-zA-Z0-9\s\-\'\,\.\/]*$
regex message Please enter only alphanumeric characters, spaces, or any of the following characters in this field - ' , . \ /
max length 30
CorrespondenceCounty
County
display when
the answer to the question UseCorrespondenceAddress (Do you wish to use a correspondence address) is True
help text Please provide the address to be used for customer correspondence
data type String
answer control type Text box

Validation Rules

mandatory False
regex pattern ^[a-zA-Z0-9\s\-\'\,\.\/]*$
regex message Please enter only alphanumeric characters, spaces, or any of the following characters in this field - ' , . \ /
max length 30
CorrespondencePostCode
Postcode
display when
the answer to the question UseCorrespondenceAddress (Do you wish to use a correspondence address) is True
help text Please provide the address to be used for customer correspondence
data type String
answer control type Text box

Validation Rules

mandatory True
regex pattern ^[A-Za-z]{1,2}[0-9A-Za-z]{1,2} ?[0-9][A-Za-z]{2}$
regex message Please enter a valid postcode
max length 10
BankAccountName
Name of Account Holder(s)
display when
always
help text Premiums are made by monthly Direct Debit. Please enter the name(s) on the account from which the monthly Direct Debit is to be made.
data type EncryptedString
answer control type Text box

Validation Rules

mandatory False
regex pattern ^[a-zA-Z&\s-]*$
regex message Please enter only alpha characters, ampersands, spaces and hyphens in this field
max length 30
BankSortCode
Sort code
display when
always
help text Please provide the sort code of the account from which the monthly Direct Debit is to be taken.
data type EncryptedString
answer control type Text box

Validation Rules

mandatory False
regex pattern ^\d*$
regex message Please enter numerical values only
min length 6
max length 6
BankAccountNo
Account Number
display when
always
help text Please provide the number of the account from which the monthly Direct Debit is to be taken.
data type EncryptedString
answer control type Text box

Validation Rules

mandatory False
regex pattern ^\d*$
regex message Please enter numerical values only
min length 8
max length 8
DirectDebitDate
Preferred DD Date
display when
always
help text Please indicate the preferred date the customer would prefer the Direct Debit to be taken from the options shown.
data type KeyText
answer control type Drop down box

Validation Rules

mandatory False
options
  • First - 1st
  • Seventh - 7th
  • Fourteenth - 14th
  • TwentyFirst - 21st
  • TwentyFourth - 24th
AdditionalInfo
Additional Information
display when
always
help text Please provide any additional information which you feel should be reviewed.
data type String
answer control type Text box

Validation Rules

mandatory False
max length 200
DocumentDeliveryPreference
How would you like to receive your documents?
display when
always
help text
data type KeyText
answer control type PillSelect

Validation Rules

mandatory True
options
  • Online - Online
  • Postal - Post
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