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System Overlay Fields and Overlay Formulas for Build a Bond

Overview of System Overlay Fields and Overlay Formulas

  • A user can assign certain groupings of questions and rules to a bond configuration.  These groupings of questions and rules are called applications.  There are five types of applications: Bond, Account, Category, Class, and Root. 

Accessing the System Overlay Fields and Overlay Formulas

  • Select Build a Bond/Manage Applications to view all system overlay fields available.

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  • Scroll down to the System Overlay Fields and Overlay Formulas sections.

    • This section will include all of the system overlay fields and the possible overlay formulas within Tinubu Surety Solution for Carriers (TSC).

  • The question overlay fields for questions currently being asked on this bond configuration can be found in the second section of this same page. 

  • All question overlay fields can be found at Reference Tables/Overlay Fields/Question Overlay Fields.  Please refer to the Question Overlay Fields guide for more details.

  • To view the specific system overlay fields, click on the triangle to the left of the Overlay Category the user would like to view.

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  • When the overlay category is opened, rows with each overlay field will appear.  The user can then copy the overlay field to insert on the PDF document being used.

  •  Overlay formulas are also available to be used with date-type overlays to format the output on a PDF.  This section has the formula name, a description, and an example of the output on a PDF.

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