Placing Types & Sub-Types¶

Every business class must have at least one placing type. The placing type determines the type of insurance transaction and drives which risk action workflow is used.

Available placing types¶

The following values are defined by the platform's PlacingType enum:

Placing Type	Description
`OPEN_MARKET`	Standard open market placement. The most common type.
`BROKER_OPEN_MARKET`	Broker-initiated open market placement variant.
`MASTER`	Delegated Underwriting Authority (DUA) master contract. Used for binding authorities and lineslips.
`COVERHOLDER`	Coverholder/MGA placing type.
`DEC`	Declaration risks under a Master contract. Used for individual declarations and bordereau.
`FAC_RI`	Facultative reinsurance placing type.
`CLAIM`	Claim-specific placing type for standalone claims processing.
`CLAIM_CERTIFICATE`	Claim raised against a certificate under a DUA contract.
`CERTIFICATE`	Auto-generated risk record produced from bordereau processing.
`SKELETON`	Skeleton policy placeholder (used by MTA/renewal workflows).
`EMAIL`	Placing type used for email/Smart Submission intake records.

Not every placing type is relevant for every client. Only enable the ones your client actually trades.

Configuring placing types¶

Placing types are defined in the enabledPlacingTypes array in the business class file:

{
  "enabledPlacingTypes": [
    { "placingType": "OPEN_MARKET" },
    { "placingType": "MASTER" }
  ]
}

Sub-placing types¶

Certain placing types support sub-placing types, which provide further granularity. Configure them via enabledPlacingSubTypes within the placing type object.

Two distinct sources of sub-type values

Sub-placing type values come from two different places depending on context:

The platform's internal PlacingSubType enum (used by some workflow routing): SCHEME, FACILITY, BINDER, INBOUND_BORDEREAU, OUTBOUND_BORDEREAU, INDIVIDUAL_DEC, IMPORT_RECORD_MASTER, IMPORT_RECORD_DEC, BUREAU_MESSAGE, MANUAL, BASIC_CLAIM, IMPORT_BULK_DEC, INBOUND, OUTBOUND, BOND, SURETY.
The placing_sub_type business-constant list (the values accepted on the placingSubType field in business class configuration). In the base repository this list includes: BINDING_AUTHORITY, BULKING_LINESLIP, NON_BULKING_LINESLIP, CONSORTIA, FACILITY.

In practice, business class files use the business-constant values — for example, the base repository's marine-energy.json enables BINDING_AUTHORITY and BULKING_LINESLIP under a MASTER placing type, even though BINDING_AUTHORITY is not in the Java enum. Confirm the accepted values with your delivery lead before adding new ones.

Tip

Best practice is to configure risk actions at the sub-placing type level rather than the placing type level. This gives you more granular control over which workflow applies to which contract type.

Common combinations from the base repository¶

Placing Type	Sub-Placing Type	Usage
`MASTER`	`BINDING_AUTHORITY`	Binding authority contract
`MASTER`	`BULKING_LINESLIP`	Bulking lineslip
`MASTER`	`NON_BULKING_LINESLIP`	Non-bulking lineslip
`MASTER`	`CONSORTIA`	Consortia contract
`MASTER`	`FACILITY`	Facility contract
`DEC`	`INBOUND_BORDEREAU`	Inbound bordereau (uploaded by coverholder/broker)
`DEC`	`OUTBOUND_BORDEREAU`	Outbound bordereau submissions
`DEC`	`INDIVIDUAL_DEC`	Standard individual declaration risk

Example with sub-placing types¶

{
  "enabledPlacingTypes": [
    {
      "placingType": "OPEN_MARKET"
    },
    {
      "placingType": "MASTER",
      "enabledPlacingSubTypes": [
        { "placingSubType": "BINDING_AUTHORITY" },
        { "placingSubType": "BULKING_LINESLIP" }
      ]
    },
    {
      "placingType": "DEC",
      "enabledPlacingSubTypes": [
        { "placingSubType": "INBOUND_BORDEREAU" },
        { "placingSubType": "INDIVIDUAL_DEC" }
      ]
    }
  ]
}

Placing types and workflow¶

Each placing type (and sub-placing type) has its own risk action workflow file. The naming convention is:

actions/{bc}/{bc}-{placing-type}-actions.json

For example:

actions/property/property-open-market-actions.json
actions/property/property-master-actions.json

When you add a new placing type to a business class, you also need to create the corresponding actions file. See Actions for details.

FAC_RI and CLAIM placing types¶

FAC_RI and CLAIM are specialised placing types:

FAC_RI — Facultative reinsurance. Used when the insurer wants to cede part of their risk to a reinsurer on a per-risk basis.
CLAIM — Used for standalone claims processing, where a claim exists independently of (or before) a bound policy.

These placing types follow the same configuration pattern as OPEN_MARKET but may require specialised screen meta data and pipeline configuration.