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SFAA Codes

Overview of SFAA Codes

  • SFAA Codes can be applied to a Bond Configuration for reporting purposes. The system comes preloaded with SFAA codes as defined by the Surety & Fidelity Association of America (SFAA). This article covers how to manage these Codes from the SFAA Code page.

Creating New SFAA Codes

  • Select System Tables/SFAA Codes

  • Click the Add Item button to add a new row to the list.

  • Enter a code and a description of the new SFAA code. 

    • The table will keep track of what rows were added by marking the cells with new values with a red triangle in the top left hand corner of the cell.

  • After completing the information, click the Save Changes button.

  • The Bond Family column controls which Bond Family this Code can be applied to.

    • The drop down selections are Commercial or Contract.

  • Changes and additions to the list can be cancelled at any time by clicking the Cancel Changes button.

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Editing SFAA Codes

  • To edit any of the records, click on any of the fields used to create the SFAA Code.

    • The cell that was clicked will change to a text box that will allow it's value to be changed.

    • The table will keep track of what values were changed by marking the cells with changed values with a red triangle in the top left hand corner of the cell.

  • After completing the information, click the Save Changes button.

  • Changes and additions to the list can be cancelled at any time by clicking the Cancel Changes button.

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Inactivate SFAA Codes

  • Select the Inactivate link to inactivate the SFAA Code of an item.

  • You will be prompted to confirm or cancel your action.

Reactivate SFAA Codes

  • Select the Recover Inactive Records link to view all records that have been previously inactivated. 

  • Select the Reactivate link to reactivate the SFAA Code of an item

  • You will be prompted to confirm or cancel your action.

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