Conditions for Rating Files

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Introduction

This area of SchemeServe is more complex than most others. In order for you to make the most out of using our Help Guide for developing your own rates, it would be best if you read all the parts of this guide in order. To help you with this they are listed in numerical order in the “See Also” section of each page. You can click on a link to take you to section 1 and then move through logically at your own pace.

Conditions for Rating Files

This is a comprehensive list for all the available SchemeServe Conditions for use in Ratings Files:

AnswerAnswer:QuestionNameAnswer to a Question in the Question set
AccountRefAccountRefThe reference for the Agent, e.g TES1
CoverCover:QuestionNameAs 'Answer' but for Calculation Questions
RateRate:QuestionNameCurrent Rate for the Question
ResultResult:QuestionNameCurrent Result for the Question - Cover x Rate / 100
FormulaFormula:arithmetic with QuestionName placeholdersEnables detailed formulas to be written with standard spreadsheet functions e.g "Formula:[StockSI_Cover] + [Contents_Cover] + [SpecificContents_Cover] / 100". The returned value could then be checked in a table to set a Rate
RecordTypeRecordType (no other parameters)Determines record types First Premium, Adjustment or Renewal
CLRCLR:YearsToGoBackCalculate the Claims Loss Ratio for specified number previous years
YearDiffYearDiff:QuestionA|QuestionBCalculate the number of whole years between Date QuestionA and date QuestionB. If QuestionB is omitted then the difference calculated will be between QuestionA and today's date.
MonthDiffMonthDiff:QuestionA|QuestionBCalculate the number of whole months between Date QuestionA and date QuestionB. If QuestionB is omitted then the difference calculated will be between QuestionA and today's date.
DayDiffDayDiff:QuestionA|QuestionBCalculate the number of whole days between Date QuestionA and date QuestionB. If QuestionB is omitted then the difference calculated will be between QuestionA and today's date.
BrokerPostcodeAreaBrokerPostcodeArea:File Lookup NameCheck the Broker Post Code in a specified File Look Up and return the Look Up value
ClientPostcodeAreaClientPostcodeArea:File Lookup NameCheck the first 4 characters of the Post Code in a specified File Look Up and return the Look Up value
ClientPostcodeFullClientPostcodeArea:File Lookup NameCheck the full Post Code in a specified File Look Up and return the Look Up value
AnswerPostcodeAreaAnswerPostcodeArea:QuestionName|Lookup NameCheck the Answer Post Code from a Question in a specified File Look Up and return the Look Up Value
AnswerLookupAnswerLookup:QuestionName|Lookup NameCheck the Answer from a Question in a specified File Look Up and return the Look Up Value
TableRowCountTableRowCount:QuestionNameAdds up the number of rows in the table question
TableRowLookupTableRowLookup:QuestionName|Column Index|Lookup NameFor all values in a specified table column check the specified File Look Up and return the Look Up Value

See Also:

  1. Introduction to Rates in SchemeServe
  2. Uploading SchemeServe Rating Files
  3. Downloading SchemeServe Rating Files
  4. Flat Rating: Building Your First SchemeServe Rating File
  5. Conditions for Rating Files
  6. Actions for Rating Files
  7. Rating Modifiers: What they are and when to use them
  8. Multi-Step Ratings: Using Multiple Sections in Rating Files
  9. Advanced Ratings: Using Formulae
  10. Advanced Ratings: Conditional Statements and Functions
  11. Advanced Ratings: Rounding Values
  12. Master Rating: Using Tables and Row Lookup Loops
  13. Example Ratings for Specific Insurance Types (Life and Public Liability)
  14. Mathematical Helper Functions for Ratings Files
  15. Rating Agents: Tips and Tricks