Fields, roster objects, and sub-objects
Fields
A field in Clearpath corresponds to a column in a roster. For example, a First Name field becomes a First Name column with a row for each producer's first name.
Roster objects
A roster object contains one or more fields. For example, an object named Contact contains the fields First Name, Last Name, NPN, and Birthdate. When configured in a template, this is how the data outputs:
| First Name | Last Name | NPN | Birthdate |
|---|---|---|---|
| Patrick | Hopkins | 123456789 | 01/01/1988 |
Sub-objects in roster objects
A sub-object is an object related to the roster object via a lookup field.
For example, the License object has a Contact field that you can use as a lookup field to reference the producer when you configure a template's layout. If the producer holds multiple licenses, the selected columns repeat themselves:
| License 1 : License Type | License 1 : License Number | License 1 : License State | License 1 : License Expiration Date | License 2 : License Type | License 2 : License Number | License 2 : License State | License 2 : License Expiration Date |
|---|---|---|---|---|---|---|---|
| Property & Casualty | 123456 | CA | 04/15/2025 | Life, Accident & Health | 654321 | NV | 03/27/2025 |
If fields and sub-objects are used together in a template, both the fields and sub-objects are included as columns:
| First Name | Last Name | NPN | Birthdate | License 1 : License Type | License 1 : License Number | License 1 : License State | License 1 : License Expiration Date | License 2 : License Type | License 2 : License Number | License 2 : License State | License 2 : License Expiration Date |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Patrick | Hopkins | 123456789 | 01/01/1988 | Property & Casualty | 123456 | CA | 04/15/2025 | Life, Accident & Health | 654321 | NV | 03/27/2025 |