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Insurance Business Scopes available for separate import
Last updated: Jun 21, 2024
Insurance Business Scopes available for separate import

The Knowledge Accelerator for Insurance has the following Business Scopes available for separate download and import.

Each Business Scope consists of:
  • A set of business terms with:
    • Concept terms that describe the main concepts for each business scope
    • Property terms that describe the attributes or characteristics of the Concept terms
    • Relationship terms that describe how one concept is connected to another Concept
  • An associated set of secondary subcategories that classify these terms
  • A set of Reference Data sets and their values
  • Sample policies and governance rules in the area of data privacy
Data Privacy
A business scope that groups terms for data privacy that includes a taxonomy of terms addressing the personal information of individuals and mappings of core business terms to the GDPR and CCPA regulations.
The data privacy scope is comprised of two subcategories:
Personal Data
A set of business terms with classifications to guide the identification of Personal Information (PI) and Sensitive Personal Information (SPI). This set of terms is not intended to be a definitive standard for data privacy and protection requirements, as the classifications of PI and SPI may vary in different legal jurisdictions. The scope is designed to be a template to accelerate governance of data privacy information. The main concepts covered in this business scope include:
Personal Data Concepts
  • Affiliations
    • Membership
    • Association
  • Basic Personal Information
    • Address line
    • Insured gender
    • Person name
  • Beliefs, Views & Opinions
    • Opinion
    • Religion
  • Criminal & Offense Activity
    • Conviction
    • Crime
  • Demographics
    • Death date
    • Race
    • Beneficiary age
    • Citizenship
  • Education & Skills
    • Education level
    • Skill
    • Training
  • Finance
    • Annual income
    • Credit rating
    • Account holder
    • Bank account number
  • Health & Biometrics
    • Blood group
    • Disability status
    • Medical condition
    • Medical record
    • Smoker
    • Person hair color
  • ID - Government
    • Identity card
    • Passport number
    • Birth certificate number
  • ID - Others
    • Chassis number
    • Customer number
  • Online Activities
    • MAC address
    • HTTP Cookie
  • Online Behavior
    • Social media action
    • Social media posting
  • Personal Communication
    • Communication content
    • Communication recipient
  • Personal Location
    • Address apartment number
    • Country code
    • Person location
  • Personal Preference Information
    • Mobility preference
    • Contact preference contact instructions
  • Schedules
    • Communication start time
    • Communication end time
  • Telephony & Video
    • Audio content
    • Video content
Regulatory Alignment
The Knowledge Accelerator for Insurance contains key terms from two leading data privacy regulations, the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). These regulatory terms are related to the business terms within the Business Core Vocabulary, which helps data users identify enterprise information that is relevant to these regulations.
Claim Management
A Business Scope that groups terms that are related to claim management and the administration and processing of claims for insurance. This includes terms related to the administration and processing of claims. The terms describe the data collected during the claims process including the notification of the claim, the details of the accident or loss event, the estimation of losses, the claim settlement itself and any follow-on activity such as recovery from reinsurance, including salvage. The scope incorporates key activities carried out during the claim handling process including evaluation, the engagement of claims settlement services, to denial or approval for payment and the impact on the reserves. The main concepts covered in this business scope include:
Claim Management Concepts
  • Claim
  • Claim offer
  • Claim component
  • Claimant
  • Claim handler
  • Class of claim
  • Reserve account
  • Claim payment
  • Claim recovery
  • Limit
  • Loss estimate
  • Accident
  • Insurance policy
  • Coverage component
  • Medical condition
  • Medical treatment
  • Police report
  • Repairs report
  • Checklist
  • Claim form
  • Claim notification
  • Event location
  • Car repair in claim
  • Claim benefit
Vehicle Accident
A Business Scope that groups terms that describe characteristics of a vehicle accident for insurance companies. It includes detail behind vehicle accidents such as the vehicles involved, circumstances of the accident, the nature of the damage and other parties involved, the nature of injuries sustained, information on what assessment or other investigations have taken place and some aspects of the vehicle information. The main concepts covered in this business scope include:
Vehicle Accident Concepts
  • Collision event
  • Claim
  • Claim age class
  • Claim adjuster
  • Airbag
  • Damage coverage
  • Car replacement coverage
  • Criminal event
  • Death
  • Device
  • Device condition
  • Engine
  • Event Category
  • Loss Event
  • Vehicle
  • Car repair in claim
  • Accidental bodily injury
  • Medical Condition
  • Medical Treatment
  • Police Report
  • Road condition
  • Vehicle damage
  • Vehicle door
  • Term and Condition
Vehicle Information
A Business Scope that groups terms that describe the characteristics of vehicle. This includes information relating to cars, ships and other modes of transport and carriage. It includes both descriptive characteristics of the vehicles which help determine the level of risk associated with operating vehicles and the data that is being generated by a driven vehicle that might be used to monitor the state of the vehicle and driving behavior. The main concepts that are covered in this business scope include:
Vehicle Information Concepts
  • Vehicle
    • Road Vehicle
      • Truck, Car, Bus, Motor Cycle, Trailer
    • Rolling Stock
    • Watercraft
      • Ship
    • Aircraft
    • Working Machine
  • Engine
  • Fleet
  • Garage
  • Vehicle Model
    • Car Model
    • Aircraft model
    • Ship Model
  • Vehicle Item
    • Steering wheel
    • Service Brake
    • Seat belt
  • Physical Condition
  • Road vehicle Device
  • Warning Driver
  • Driving License
  • Driving
  • Driving action
  • Driver activity score
  • Driver profile group
  • Driver vehicle usage
  • Discount Driver usage data provision discount
  • Driver training credit
  • Penalty points register
  • Safe Driving course
  • Geospatial location
  • Place
  • Vehicle Breakdown Insurance Policy
    • Automobile insurance policy
    • Usage based Insurance
Contact Information
A Business Scope that groups terms for contact information of interest to insurance companies. This includes terms relating to addresses and contact points in the context of any type of communication. The terms describe all contact points made in communications involved in the selling and operation of insurance activities with customers, within the organization, external supplier and third parties. It includes addresses both electronic and postal and it also contains information of the communication preference (timing/ communication medium). The main concepts covered in this business scope include:
Contact Information Concepts
  • Customer
  • Contact strategy
  • Contact point
  • Contact Preference Option
  • Timing Preference
  • Postal address
  • Electronic address
  • Email content
  • Telephone number
  • Customer
  • Person
  • Person Name
  • Party
  • Party Name
  • Communication
  • Communication profile specification
  • Cheque
  • Insurance Policy
  • Bill
  • Geographic area
  • Place
  • Residence
  • Change of address
  • Telemarketing
Customer 360
A Business Scope that groups terms for profiling customers of insurance companies. These terms describe all aspects of insurance customers (existing and prospects) from determining and identifying who they are, their current customer activity, profiling them in relation to other customers or as a demographic and understanding their risk profile. These terms look to understand the interaction points these customers are having with the company across lines of business and using the information collected to determine life events and priorities where further insurance services might be offered. It is about using a holistic view of customer and their value to provide an omni channel experience to customers across all channels where the predetermined customer needs are being met and exceeded. The main concepts covered in this business scope include:
Customer 360 Concepts
  • Customer account
  • Customer
  • Claims history score
  • Credit rating
  • Demographic score
  • Lifetime value
  • Propensity score
  • Relationship stage
  • Satisfaction score
  • Insurance policy
  • Deductible
  • Discount
  • Insurance value
  • Customer feedback
  • Response
  • Customer life change event
  • Asset protection
  • Customer segment
  • Driver profile group
  • Family relationship
  • Household
  • Person
  • Product
  • Demographic assumptions for valuations
Party
A Business Scope that groups terms that are party related for insurance companies. It includes parties within insurance or reinsurance policies, employees or actors within business processes, suppliers and parties involved in claims and legal actions. The main concepts covered in this business scope include:
Party Concepts
  • Task
  • Location
  • Workplace
  • Agent
  • Applicant
  • Broker
  • Channel role
  • Claimant
  • Counter party
  • Customer
  • Distribution channel
  • Driver
  • Employee
  • Employment position
  • Household
  • Insured
  • Organization
  • Organization unit
  • Party
  • Party name
  • Person
  • Policy holder
  • Scheme member
  • Underwriter
Policy Management
A Business Scope that groups terms that are related to policy management for insurance companies. The scope includes the basic structure of an insurance policy and the characteristics needed to underwrite, issue and administer an insurance quotation and policy. The requesting and processing of changes to insurance policy terms are also covered. The main concepts covered in this business scope include:
Policy Management Concepts
  • Agreement collection
  • Insurance policy
  • Offer
  • Activate policy
  • Add loan
  • Cancellation request
  • Data processing request
  • Full surrender request
  • Lapse request
  • New business request
  • Policy coverage modification
  • Policy endorsement
  • Policy event
  • Premium modification
  • Renew policy
  • Coverage component
  • Deductible
  • Discount
  • Fee
  • Policy administration fee
  • Insured
  • Policy administrator
  • Insured object
  • Insurance product
Premium Management
A Business Scope that groups terms that are related to premium management for insurance companies. This business scope makes it possible to define how much premium can be payable, by whom and to whom, and how the payments will be scheduled over time when the premium becomes payable. The main concepts covered in this business scope include:
Premium Management Concepts
  • Premium
  • Premium advice notice
  • Collected premium
  • Base premium
  • Discount
  • Charge
  • Commission
  • Earned premium
  • Risk premium
  • Insurance contributions
  • Guideline premium calculation
  • Add premium holiday
  • Policy premium
  • Policy premium payment
  • Insurance policy
  • Coverage component
  • Payment
  • Payment due
  • Payment in scheduler
  • Payment instruction
  • Payment stream
  • Rate
  • Premium collector
  • Bill
Generative AI search and answer
These answers are generated by a large language model in watsonx.ai based on content from the product documentation. Learn more