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Contract

The Contract object represents a business contract between the adjusting company and a client (carrier) company.

The Contract object represents a business contract between the adjusting company and a client (carrier) company. Contracts are configured inside the FileTrac UI; no API method creates them. They are returned in two contexts:

  • As a nested list on each ClientCompanyExtract returned by GetClientCompanies.

  • As a top-level list by GetClientContracts.

  • As a nested list on each Claim returned by GetClaimDetail — these are the contracts that apply to the specific claim.

The XML element name is Contract.

Properties

Property

Datatype

FileTrac UI Location

Description

ID

int

System-generated ID unique to this contract.

Name

string

Edit Contract → Contract Name

Contract name.

Code

string

Edit Contract → Contract Code

Contract code.

ClientCompanyID

int

System ID of the client (carrier) company on this contract.

ClientCompanyName

string

Edit Company → Company Name

Client company name.

CompanyCode

string

Edit Company → Company Code

Client company code.

CompanyBDX

string

Edit Company → BDX Account

Yes/No — whether the client company is a BDX (Bordereaux) account.

DateStart

dateTime

Edit Contract → Contract Start Date

Start date of the contract.

DateEnd

dateTime

Edit Contract → Contract End Date

End date of the contract.

YOA

string

Edit Contract → Year of Account

Year of account.

UMR

string

Edit Contract → UMR

Unique Market Reference.

AuthorityLevel

decimal

Edit Contract → Authority Level

Authority level for the contract.

Notes

string

Edit Contract → Contract Notes

Free-text contract notes.

CoverholderCompanyID

int

System ID of the coverholder company.

CoverholderCompanyName

string

Edit Contract → Contract Coverholder

Coverholder company name.

SyndicateCompanyID

int

System ID of the syndicate company.

SyndicateCompanyName

string

Edit Contract → Contract Syndicate

Syndicate company name.

SyndicateCompanyNumber

string

Edit Company → Syndicate #

Syndicate number.

LossFund

decimal

Edit Contract → Loss Fund

Loss fund amount.

BrokerReferenceNumber

string

Edit Contract → Broker Reference #

Broker reference number.

CreateDate

dateTime

System date when the contract was created.

Behavior Notes

  • No AddContract method. Contracts are configured in the FileTrac UI. The API is read-only against contract records.

  • A claim can have multiple contracts. GetClaimDetail returns a Contracts list per claim — typically containing the primary contract plus any reinsurance treaties that apply.

  • The AuthorityLevel is the authority delegated to the adjusting company under this contract. It is used in claim-share, reserve, and payment authority calculations in the FileTrac UI but is not enforced by API-level methods.

Related Methods

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