Overview :


This document illustrates necessary setup to be done for the Insurance functionality on C-Portal. Also it explains different insurance options.


Insurance setup at CorpId :


Security >> System Default >> Insurance


There are three insurance options provided -

  • Lump Sum
  • Detailed List
  • No Insurance



Lump Sum : This option is used to have the lump sum insurance instead of listing the individual items. Here " insurance Per Unit " needs to be provided at system default which will be used as multiple of the actual valuation of the items. Also provide the "Unit of Insurance" from the list - Kilo, CBM, CFT, LB.


Detailed List : This will be in use when one needs to list all the items individually for which insurance is needed. This item list will auto populate through Survey details like Article, Room, Quantity, Volume, Valuation.

"Min Insur value per unit" is used to see if the items listed here are eligible for insurance.


No Insurance : This is where insurance is not available.



Insurance setup at Account :


This is where one want to set the insurance option at the account level. So whenever the respective BillToCode is selected, then the "insurance option" set at that account will override the "insurance option" set at System Default level.


Open the Account. 

Go to Additional Info Tab. 

The Insurance section.





Customer File Insurance Option :


Insurance option which were setup earlier at System default level or Account level will appear under Customer file >> Billing Details section. 

You can select insurance option from the list which will appear at customer portal for that file.



The dropdown list will show the Corp Id insurance options, when user selects the BillToCode, the system will check the BillToCode as follows - 

  • When ‘bill to’ is not an account: display CorpID (System default) Insurance options.
  • When ‘bill to’ is Account and Insurance options are available : show Account specific insurance options
  • When ‘bill to’ is Account and Insurance options are not available: display CorpID (System default) Insurance options

Insurance Options drop-down will be read only at the following situations -

The Booking Agent is not the CorpID for customer file or any of its company divisions. Example -  CF at "A" instance and the BA is not "A" or other company division of "A".


CPortal Insurance Screen :


Insurance Tab

List of Service Orders

Insurance option respective to Service Order

Submit the insurance request



On Cportal, "Insurance" tab will appear next to "Tracking". Once Clicking on the insurance tab, this will show the list of service orders. 


When clicked on the service order, it would show insurance option below which one can add the list of items based on the option elected by clicking the "Add" button.


If elected the "lump sum option", then you will need to list down the items for which value is more than certain amount.



If elected the "detailed list option", then item list will appear from the "survey details" tab. End user will not be able to add the items from CPortal, though one can update the existing data and add valuation. This would also reflect on the survey details tab as well as under Valuation / Insurance section in Billing tab.


There would be "Save" button. once we click on "Save", a pop-up will appear:


- Lump Sum Option

"Your data has been saved. You can return at a later moment to complete the registration. Please note: NO insurance will be taken out until you submit the insurance application!"


- Detailed List Option

System will calculate the Total valuation amount and divide it by total SO volume (or total weight) total cbm for the SO and not just for the items selected for insurance. If the result is under EUR 2000* per cbm the system will display the following pop-up:

"Based on the Total weight/volume of your shipment and the total valuation amount entered, your shipment is under insured"

Click 'Cancel' to go back and update or click 'Ok'.

Once clicked on 'Ok' below pop-up will appear :

"Your data has been saved. You can return at a later moment to complete the registration. Please note: NO insurance will be taken out until you submit the insurance application!"


There would be "Submit" button. Once we click on "Submit", the following pop-up will appear :


- Lump Sum Option

"Please note that you will not be able to update after you submit your insurance order."

Once clicked on 'Ok' below pop-up will appear :

"Thank you for your insurance application. Your coordinator has been informed and your insurance certificate will be available shortly in the document tab of your portal"


- Detailed List Option

System will calculate the Total valuation amount and divide it by total SO volume (or total weight) total cbm for the SO and not just for the items selected for insurance. If the result is under EUR 2000* per cbm the system will display the following pop-up:

"Based on the Total weight/volume of your shipment and the total valuation amount entered, your shipment is under insured"

Click 'Cancel' to go back and update or click 'Ok'.

Once clicked on 'Ok' below pop-up will appear :

"Please note that you will not be able to update after you submit your insurance order."

Once clicked on 'Ok' below pop-up will appear :

"Thank you for your insurance application. Your coordinator has been informed and your insurance certificate will be available shortly in the document tab of your portal"


Billing Tab >> Valuation / Insurance :



CPortal Insurance Options : The field will be read only and will display the option selected at CF.InsuranceOptions


Insurance Submit Date : The field will display the date where the end user submitted the Insurance request on CPortal.


Insurance Value : Once the insurance option is submitted from Portal, based on the option this value gets populated as 

Lump Sum - Total valuation * Insurance per unit . In above sample screenshot insurance unit is "254" which was set as system default for Corp Id or Account level.

Detailed List - Total valuation / Total Volume


Detailed List’ button: Users can click on button to see the list of items added for insurance through CPortal. View displays data based on the "insurance option" elected. 


For Insurance option = Lump Sum Then button will display -

The valuation list (list of item with value above the min valuation)

For Insurance option = Detailed List Then