Create Custom Numbering

Insurance generates a unique number for each new insurance policy, claim, census, and other items as they're created.

You can create a custom numbering system that includes specific information, such as versions, years, and product codes in your numbers.

To set up a custom numbering system:

1. Set Up the Global Auto-Number Generator Function
2. Set Up the Formula for Custom Numbers
3. Add the Custom Number Generator to an OmniScript
4. Use a Data Mapper to Auto-Number a Census

• Set Up the Global Auto-Number Generator Function
  If you plan to use Vlocity's auto-number generator function as part of your custom numbers, you must add it to Custom Settings.
• Set Up the Formula for Custom Numbers
  A custom numbering system can include specific information and you can establish a custom formula for that system.
• Add the Custom Number Generator to an OmniScript
  Use an OmniScript to add the custom policy numbering to your policy creation experience.
• Use a Data Mapper to Auto-Number a Census
  You can also use an Omnistudio Data Mapper to auto-number census records so that they number sequentially, specific to the census object, by using a formula.