All names are derived from the Insured, Co-Insured, or Related Parties entries in NASA Eclipse (Fuse does NOT use the "Lookup" names from Eclipse's Miscellaneous tab).

First, NASA determines whether each of these is a person or an organization/company based on the Entity type you've given it (for example, "Individual" is treated as a person and "Corporation" is treated as an organization/company). Then, depending on what it finds, NASA sends a First Name, Last Name, and/or Company Name for Fuse's Primary Contact using the following logic:

  1. To choose a First and Last Name for the Primary Contact, Eclipse looks in this order of priority for the first entry it finds that you've identified as a person:

    1. Insured
      (The Insured is considered a person if its Entity is "Individual", "Individuals (more than one)", or "Estate of".)

    2. Co-Insured
      (The Co-Insured is considered a person if its Entity is anything other than "Doing Business As" or "Trading Business As")

    3. Related Parties
      (All Related Parties are people.)

  2. To choose a Company Name for the Primary Contact, Eclipse looks in this order of priority for the first entry it finds that you've identified as any kind of business or organization (If it is not defined as a person based on the rules above, it is considered a business or organization):

    1. Insured

    2. Co-Insured

  3. The Salutation Line from NASA Eclipse also imports as a separate "Salutation" field in Fuse, which can be merged into emails. This provides an alternative name source that is entirely under your control.

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