Troubleshooting
When a save or an action is refused, the Desk shows a short sentence followed by a code in brackets, for example the sentence "The person who matched a commission line cannot approve the same line." and the code IBC-COM-SELF-APPROVAL. The code is also the title of the message dialog. This page groups the codes by topic so you can find the cause and the next step. It does not replace the installation and operations troubleshooting; for those see Troubleshooting and FAQ. The complete code list is in the error codes reference.
How to read a message
- Note the code in brackets. If the sentence says "The requested action could not be completed.", the code has no user text; look it up in the reference.
- Find the topic below, read the cause, and fix the record or ask the role named in the message.
- Retry the same action. Do not edit status fields directly to get around a refusal; the status guards exist to prevent that.
Permission, company, and activation
| Code | What it means | Next step |
|---|---|---|
IBC-COMMAND-AUTH-001 | "You do not have the role required for this action." The server checked the role of the commission or posting command | Ask an administrator for the role named on the Commissions page |
IBC-ACL-COMPANY-001 | The user is not authorized for the company of the record | Ask an administrator to authorize the company for your user |
IBC-ACTIVATION-SUSPENDED-001 | The company is not in the active state, so the process entry point stops | Check the readiness result in First steps and activation |
IBC-CONTROLLER-COMPANY-001 | Select a company before saving this record | Fill the Company field |
IBC-CONTROLLER-CURRENCY-001 | Select a currency for this monetary record | Fill the Currency field |
IBC-CONTROLLER-DATE-001 | The end date cannot be before the start date | Correct the dates |
Company settings can also switch a domain off. A blocked domain stops with a code per domain, for example IBC-COMPANY-SETTING-COMMISSIONS-001 or IBC-COMPANY-SETTING-ADVICE-001; open Insurance Broker Company Settings and review the toggles.
Capability
| Code | What it means | Next step |
|---|---|---|
IBC-CAP-NOT-ADMITTED-001 | No valid capability admission exists for this company, product class, and process | Review the capability admission records for that combination |
IBC-CAP-BLOCKED-001 | The product class is blocked or model-only for this process | The process is not open for that class; see the capability status on the relevant page |
IBC-CAP-UNRESOLVED-001 | The company, product class, or country could not be determined | Complete the missing links on the record |
IBC-COMMAND-CAPABILITY-001 | A submitted and validated commission capability is required | See Before you start in Commissions |
Mandates and parties
| Code | What it means | Next step |
|---|---|---|
IBC-MANDATE-REQ-001 | Required mandate details are missing | Complete the mandate form; see Mandates |
IBC-MANDATE-EVIDENCE-001 | An active mandate requires signature and power-of-attorney evidence | Add the evidence before activating |
IBC-MANDATE-DATE-001 | The mandate end date is before its start date | Correct the dates |
IBC-MANDATE-COLLECTION-001 | Only direct collection by the carrier is accepted | Set the collection model to direct carrier collection |
IBC-MANDATE-LOB-SCHEMA-001 | The line of business scope must be either a non-empty include list or the all flag | Fix the scope structure |
IBC-MANDATE-LOB-UNRESOLVED-001 | The scope does not resolve to an enabled product class | Check the product classes in the scope |
IBC-MANDATE-SCOPE-EXPLICIT-001 | Activation requires an explicit include list; the all flag is for display and import only | Replace the all flag with an include list |
IBC-MANDATE-VERSION-IMMUTABLE-001 | The version number cannot be changed | Create a new mandate version instead |
IBC-PARTY-MINOR-001 | A minor needs a legal representative | Add the representative; see Parties |
IBC-PARTY-SOURCE-001 | Select the ERPNext document type when a source record is linked | Fill the source document type |
Policies and terms
| Code | What it means | Next step |
|---|---|---|
IBC-POLICY-TERM-REQ-001 | Required policy term details are missing | Complete the term; see Policies |
IBC-POLICY-TERM-DATE-001 | The term end date is before its start date | Correct the dates |
IBC-POLICY-TERM-OVERLAP-001 | The period overlaps another active term of the same policy | Adjust the period |
IBC-POLICY-COLLECTION-001 | Only direct collection by the carrier is accepted | Set the collection model accordingly |
IBC-CARRIER-SHARE-EMPTY-001 | At least one carrier participation is required | Add a carrier participation row |
IBC-CARRIER-SHARE-TOTAL-001 | Written and signed shares must each total 100 percent | Correct the percentages |
IBC-POLICY-TERM-IMMUTABLE-001 | A submitted term cannot be changed | Create a new term |
IBC-POLICY-TERM-LINEAGE-001 | A term after version 1 must reference its previous term | Set the previous term |
IBC-POLICY-TERM-LINEAGE-002 | The previous term must be submitted and belong to the same policy | Pick the correct previous term |
IBC-POLICY-TERM-LINEAGE-003 | The version must be exactly one higher than the previous term | Correct the version number |
IBC-POLICY-TERM-RECORDED-001 | The recorded time cannot be before the previous term was known | Correct the recorded time |
IBC-POLICY-TERM-REVIEW-REQUIRED-001 | A policy term must be approved before submission | Complete the review first |
Commissions and approvals
| Code | What it means | Next step |
|---|---|---|
IBC-STATEMENT-REQ-001 | Required statement details are missing | Complete the statement |
IBC-STATEMENT-LINES-001 | A statement needs at least one commission line | Add a line |
IBC-DESK-STATEMENT-STATE-001 | Reconciliations can only be created for an imported or matching statement | Check the statement status |
IBC-DESK-RECONCILIATION-001 | The statement has no lines that can be reconciled | Check the statement lines |
IBC-COM-SELF-APPROVAL | The person who matched a line cannot approve it | Ask a different user with the approver role |
IBC-COM-APPROVER-ROLE-001 | The Insurance Broker Accounting Approver role is required | Ask for the role |
IBC-COM-APPROVAL-PROOF-001 | Use the Approve action to create the approval proof | Click Approve reconciliation instead of editing the status |
IBC-COM-APPROVER-PRINCIPAL-001 | The approval must belong to the signed-in user | Approve with your own login |
IBC-APPROVAL-CLAIMS-001 | The approval proof is incomplete | Start the approval again |
IBC-APPROVAL-TYPE-001 | The proof type has no admitted verifier | Use the standard Approve action |
IBC-APPROVAL-REPLAY-001 | The approval proof was already consumed | Reload the record; it may already be approved |
IBC-APPROVAL-BINDING-001 and IBC-APPROVAL-BINDING-HASH-001 | The approval no longer matches the current reconciliation, or its integrity check failed | Reload and approve again |
IBC-APPROVAL-EXPIRED-001 | The approval has expired | Start the approval again |
IBC-APPROVAL-REVOKED-001 | The approval was revoked | Request a new approval |
IBC-APPROVAL-BREAK-GLASS-001 | Break-glass access cannot approve commission accounting | Use a regular approver |
IBC-LIABILITY-EVIDENCE-001 | An active agreement with approved finance and legal evidence is required | Complete the evidence; see Commissions |
IBC-LIABILITY-EVIDENCE-BINDING-001 | Finance and legal evidence must bind to the same agreement | Link evidence from one agreement |
IBC-LIABILITY-COMPANY-001 | The evidence must belong to the same company | Use evidence of the same company |
IBC-LIABILITY-CURRENCY-001 | The posting plan currency must match the liability currency | Align the currencies |
IBC-LIABILITY-ROUNDING-001 | Agreement and posting plan rounding contracts must match | Align the rounding settings |
IBC-LIABILITY-ASOF-001 and IBC-LIABILITY-ELAPSED-001 | The as-of date and elapsed months are set by the server and cannot be supplied | Leave these fields untouched |
IBC-LIABILITY-DATE-001 | The liability dates do not define a valid elapsed-month period | Correct the dates |
IBC-RESERVE-RELEASE-ROUNDING-001 | The reserve release amount does not match the rounding contract | Correct the amount |
Tenders
Tender commands are run through the server API. The messages below come from the tender command interface; see Tender overview.
| Code | What it means | Next step |
|---|---|---|
IBC-TENDER-COMMAND-UNKNOWN-001 | The requested command is not allowed | Use a command listed in Tender states and commands |
IBC-TENDER-COMMAND-PAYLOAD-001 | The payload must be an object | Send a JSON object |
IBC-TENDER-COMMAND-PAYLOAD-002 | A required field is missing | Add the missing field |
IBC-TENDER-COMMAND-PAYLOAD-003 | A field is invalid | Correct the field value |
IBC-TENDER-COMMAND-ROLE-001 | The user lacks the role for this command | Use a user with the required role |
IBC-TENDER-COMMAND-SCOPE-001 | The company scope is missing or unauthorized | Supply and authorize the company |
IBC-TENDER-COMMAND-TRANSITION-001 | The command is not allowed from the current state | Check the current state of the tender |
IBC-TENDER-COMMAND-COUNTRY-001 | The tender company has no country configuration | Configure the country for the company |
Privacy and documents
| Code | What it means | Next step |
|---|---|---|
IBC-PRIVACY-ROLE-001 | A privacy officer, auditor, or compliance role is required for the command | Use a user with one of those roles; see Privacy, evidence, documents |
IBC-PRIVACY-IDENTITY-001 | A verified identity is required | Verify the identity of the data subject first |
IBC-PRIVACY-LEGAL-HOLD-001 | An active legal hold blocks the disposition | Release the hold only if the legal reason has ended |
IBC-PRIVACY-LEGAL-HOLD-002 | The hold is not active and cannot be released again | Check the hold status |
IBC-DOCUMENT-REFERENCE-STATUS-001 | An archived document reference cannot be reactivated | Create a new document reference |
IBC-DOCUMENT-VERSION-IMMUTABLE-001 | Document versions cannot change once created | Add a new version |
IBC-PROVIDER-RECEIPT-IMMUTABLE-001 | Provider receipts cannot change once created | Create a new receipt |
Import and migration
Import codes begin with IBC-MIGRATION- or IBC-IMPORT-. Row codes put one row into quarantine and batch codes stop the whole run. The meaning of each is listed on Migration and import.
Uninstall
The uninstall guard stops at the first open criterion and names it with a code from IBC-UNINSTALL-001 to IBC-UNINSTALL-009: deactivate all companies, end active policies, release legal holds, resolve open data subject requests, revoke accounting party mappings, drain the outbox backlog, release or reject queued documents, complete or reject retention disposition cases, and export and seal disposition evidence bundles. Close the criterion and run the command again to see the next one.