Section Types

A section with a type shows built-in content, such as pricing or documents, instead of the fields in its include. Its settings go in the section's config. For the properties every section takes, see Sections and Layout. For example:

{
	"title": "Pricing Preview",
	"type": "pricing-review",
	"config": { "presentation": { "hideReferenceRate": true } }
}

Types

`type`	Renders
(none)	A standard section of the `include` fields.
`note`	Static markdown help text from `config.asset`, styled with `config.type`: `neutral` (default), `info`, `warning`, or `alert`.
`buttons`	A row of action buttons, listed in `config`.
`producer-summary`	A read-only summary of a producer, laid out by the producer's `overview` (see Producers). `config` can set `title`, `hideTitle`, and `sections` to replace that layout here.
`plugin`	A registered frontend plugin. `config.pluginName` is required.
`documents`	The quote's or policy's generated and uploaded documents.
`transactions`	The policy's transaction history.
`underwriting`	Underwriting flag results, optionally grouped by category.
`underwriting-original`	The flag table: active and cleared flags with clear actions, as on the Underwriting page. Takes the same `config` as `underwriting`. Use either this or `underwriting`, not both.
`pricing`	The pricing breakdown.
`pricing-review`	A read-only pricing snapshot that persists after pricing and issue.
`previous-term-pricing-review`	On a transaction's pricing step, the committed pricing before the transaction: for a change, the affected term; for a renewal, the preceding issued term. Shows as unavailable on issuance. Takes `config.presentation` like `pricing-review`.
`rater-selection`	A rater picker with a pricing preview per rater.
`validation-preview`	Validation results, shown only while the quote or transaction can be edited.
`tasks`	Tasks for the current quote or policy. Hidden when work management is off or the user lacks read access.
`work-management`	Work management tasks for the quote or policy. Hidden under the same conditions as `tasks`.
`notes`	Add-only notes backed by diary entries. Notes attach to the current quote unless `config.referenceType` points elsewhere.
`schedules`	A large, like-typed list attached to an element, with file import and a preview. Name the element with `elementName`.
`aux-data`	A single aux data value, display only.

Configuration by Type

The following types read a type-specific config. The transactions, validation-preview, tasks, and work-management types take no config; they render from platform data and the section's own title and hideTitle.

Note

Property	Type	Description
`type`	string	Callout style: `neutral` (default), `info`, `warning`, or `alert`.
`asset`	string	Path to a markdown file in the config assets. The note's body. Takes precedence over `content`.
`content`	string	Legacy. The file name of a markdown file built into the app. Read only when `asset` is not set.

Buttons

For this type, config is an array of buttons. Each takes the same properties as a step button; see Buttons and Navigation.

Plugin

Property	Type	Description
`pluginName`	string	Required. The registered frontend plugin to mount.
`pluginOptions`	object	Options passed to the plugin, such as a grid plugin's `gridTypes` and `addBtnText`.
`pluginParams`	object	Maps parameter keys to Automation Plugin targets, as `{ name, action, … }`.

Documents

Property	Type	Description
`exclude`	array	Hides documents by metadata tag (`document.metadata.tag`). To hide generated documents by static name, use `excludeGenerated`.
`external`	boolean	Shows only external (`true`) or only generated (`false`) documents.
`showAttachButton`	boolean	Shows the attach button and a delete control on each row. Defaults to `false`.
`attachButtonFieldLabel`	string	The label shown above the attach button.
`attachmentTag`	string	The tag added to attached documents. Defaults to `__ADDITIONAL_ATTACHMENTS__`.
`excludeGenerated`	array	Hides generated documents by static name. Each entry is a static name, or `{ staticName, scope }`.

Underwriting

Property	Type	Description
`tag`	string	Shows only flags with this tag.
`categories`	array	The groups to render. Each entry is a category name, or `{ name, title, collapse, displayOrder }`, where `collapse` is `expanded` or `collapsed`.
`statuses`	object	Maps your tenant's status values to `fail`, `warning`, or `pass`.
`defaultStatus`	string	The status used when a flag's status can't be read: `fail`, `warning` (default), or `pass`.
`uncategorized`	object	A final group for flags with no known category, as `{ title, hide }`. `hide` drops them.
`hideEmptyCategories`	boolean	Omits groups that have no flags.

underwriting-original reads the same properties, but tag doesn't filter its table, and uncategorized.hide, hideEmptyCategories, and collapse are ignored, so every flag stays clearable.

Pricing and Pricing Review

Both types take the same config.

Property	Type	Description
`tag`	string	The pricing tag to show.
`tagFieldName`	string	A form field whose value supplies the tag. Takes precedence over `tag`.
`rateComponents`	object	Reads rate-component rows from aux data, as `{ "source": "auxData", "key": … }`.
`presentation`	object	A single presentation preset.
`pricingPresentations`	object	Presentation presets keyed by tag value.
`source`	string	`pricing-review` only. Which term's premium the snapshot shows: `term`, `resultingTerm`, or `resultingAnnualizedPremium`.

Rater Selection

Property	Type	Description
`raters`	array	The raters users can choose from.
`raterFieldName`	string	The form field that holds the chosen rater.
`raterTitleTemplate`	string	A `${…}` template for each rater's title.
`rateComponents`	object	Reads each rater's rate components from aux data, as `{ "source": "auxData", "key": … }`.
`pricingPresentations`	object	Presentation presets keyed by rater.

Presentation Presets

A presentation preset is the value of presentation, and of each entry in pricingPresentations.

Property	Type	Description
`hideReferenceRate`	boolean	Hides the per-day reference rate column. Hidden by default; set `false` to show it.
`groupUnderElementName`	string	The element type that holds the policy-level charges.
`elementTitleTemplates`	object	Heading templates per element type, such as `{ "HO3Dwelling": "Dwelling ${data.propertyCity}" }`.
`policyLevelCharges`	array	Ordered charge rows, as `{ chargeType, displayName }`, or `{ "match": "*" }` to keep every unlisted charge in place.

Notes

Property	Type	Description
`referenceType`	string	The entity the notes are attached to, such as `quote`, `policy`, or `elements`. Defaults to `quote`.
`referenceLocatorTemplate`	string	A `${…}` template that resolves the reference locator, such as `element.locator`, `element.staticLocator`, or `quote.locator`.
`createAction`	object	Creates notes attached to a quote element, as `{ "type": "quoteElement", quoteLocatorTemplate, staticElementLocatorTemplate }`. Both templates must resolve.
`categoryTemplate`	string	A `${…}` template for the diary category of new notes.
`showCreateForm`	boolean	Shows the add-note form. Defaults to `true`.

Schedules

Property	Type	Description
`previewColumns`	array	Columns in the read-only preview. Each entry is a field name or `{ field, label }`.
`previewItemCount`	number	How many items the preview shows. Defaults to `10`.
`acceptedFileTypes`	string or array	The file types users can import, such as `[".csv", ".xlsx"]`.
`deserializationParams`	object	Parameters passed to the product's deserialization plugin, for non-CSV schedules.

Aux Data

Property	Type	Description
`key`	string	Required. The aux data key to read and show.
`format`	string	`markdown` renders the value as markdown.

Next Steps

Scope, Access, and Conditions