03 · Config-time

Entities

Reusable business concepts resolved across every line of business. New or edited entities open in the guided wizard.

EntityStatusType / scopeMappingsMatch keyTriggerConfig
Location
A physical place associated with an account, deduplicated across WC, Property and GL documents.
Active
ResolvedPer Account
10Standardized_Place_IDOn_New_Document_Ingestedv1Edit
WC_Exposure
Payroll exposure by state and class code, reconciled across ACORD 130 and carrier exposure sheets. Location reference is optional.
Active
ResolvedPer Account
6State + Class_CodeOn_New_Document_Ingestedv1Edit
Class_Code
WC class codes validated against the NCCI code manual (external lookup, not deduplicated).
Active
ReferenceGlobal
2Class_CodeOn_Demandv1Edit