Adding Data Fields

When creating objects such as Policies, Events, or Insureds on the platform, you must gather data specific to each object. To simplify this process, the platform provides hundreds of preset data fields to help you collect, store, organize, and retrieve information effectively. Below is a form for collecting information about an Insured object.

If you find that additional data fields are needed while creating a Policy, Event, or Insured, the platform allows you to add custom fields depending on the object. This page explains which entities support custom fields, the data types available for new fields, and how to request additional fields.

Where new fields are allowed

While AI Insurance supports adding new fields for certain entities, we do not support modifying existing fields. The table below shows the various entities and their support for adding new fields.

Object	New field support
Events	Yes
Insureds	Yes
Policies	Yes
Payments	No

Fields for different data types

You can add different data fields based on the data types, including:

• Free Text Fields: These fields capture unstructured information like names, descriptions, and notes.
• Currency Fields: These are designed to store monetary values and financial data.
• Date Fields: Used for storing dates.
• Number Fields: Used for numerical data, including whole numbers and decimals.
• Address Fields: Capture postal addresses.
• Dropdowns (Single-select and Multi-select): Allow you to select a value from a predefined list of options, helping to standardize specific data sets.

Note: If you request a dropdown, please list preferred options and specify either single-select or multi-select.

How to request new fields

You can request new fields by completing the New Data Fields Request Form with the following information:

• Full Name
• Company Name
• Email
• Ticket Name: Enter New Data Fields Request in this field.
• Ticket Description: Specify the following details:
  • Name of Field: Specify the field name you want to request using the format: Name of Field: [preferred name].
  • Preferred Data Type: State the data type of this field in the format: Preferred Data Type: [data type].
  • Object and Location: Indicate where this field should appear. Specify if it belongs to the Policy, Insureds, or Events object and the relevant section within that object. If applicable, mention whether it falls under the risk level. Use this format: Insureds -> Information.
  • Reason and Use Case: Explain why this new field is needed. This helps us tailor recommendations or confirm if a similar field exists.
• File Upload: Upload any file containing additional details, such as mock-ups, spreadsheets, or documentation.
• Submit the application: Click the Submit Request to AI Insurance button to submit the application.

Your request will be automatically sent to our team for review after clicking the submit button.