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To enable Multiple Risks, you need to change Enable Handling Of Multiple Risks to Yes, then select the Type of Multiple Risks:
Multiple risks with upload file: this option allows you to input the list of insured objects into a spreadsheet. When you upload the file to system, system will import list of insured objects' details to calculate premium. Use this method if you have more than 20 objects in a policy or each object has more than 20 questions.
Multiple risks with repeating section: this option allows you to input the list of insured objects using repeating sections. A new section (with the same set of questions to capture individual object details) will be added repeatedly and manually for each insured object. Use this method if you have less than 20 objects in a policy and each object has less than 20 questions.
Multiple risks with
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upload file
When you select “Multiple risks with upload file”, these fields will be shown up:
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UploadReference: select UploadReference Tag question
Custom Period For Insured Object: default is unchecked. See <TBD>.
PremiumReportingColumn
ErrorReportingColumn
MinNumberOfRows
ErrorMessageForTableRows
ErrorMessageForTableStructure
Upload File Template: upload Upload File Template to be used. This template will be displayed on quote for user to download and fill in list of insured objects.
Understand Upload File Template
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Example file: <TBD>
Upload File Template must be in xlsx format.
On the 1st sheet “Fleet”, at the 1st row, you need to define all the insured object questions as columns. Column name is the “title” (i.e. display name) of question defined in Questions tab. System will always read the 1st sheet and read the values from columns defined as insured object questions. Columns that are not defined as insured object questions, won’t be read by the system.
Each row (from row 2) will capture an insured object details.
You can put some examples of insured object data in the following rows (from row 2).
For an insured object’s cover selector or cover premium columns: you need to define questions to include/exclude cover and define cover premium, then put those questions in SharedObjectModel or InsuredObjectModel section. See Advanced tab
You can use Excel formula to lookup or do calculations as normal.
You can add comments/notes to each column name to provide description or guide how to input value correctly.
You can add other sheets, following the 1st sheet to capture other information to store data for lookup.
If you want to change Upload Template, you need to clone a new product version and attach the new Upload Template.
Use Upload File Template to input list of insured objects during quotation
When doing quotes, at Questions step, you download the latest template from the link provided.
Open the file and fill in each insured object details on each row (from row 2).
Save the file.
Upload the file to the quote.
Click next to proceed the quote.
Download and view Result File
After you attach the Upload file containing list of insured object details at Quote - Questions step, Seamless will process the file to get insured object details for premium calculation. Then in Review step of quote or policy details, you can see and download the Result file under section INSURED.
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The Result file will contain all data specified in Upload file, including some more column data added by system after processing. For ex:
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Multiple risks with repeating section
When you select “Multiple risks with repeating section”, these fields will be shown up:
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RepeatingObjectReference
MinNumberOfRows
MaxNumberOfRows
ErrorMessageForTableRows
ErrorMessageForTableStructure