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1. Introduction
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This tab includes the information of on product version lookups, which are the the factor values that are used for tariff calculation.
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2. Lookup
a. Lookup file explanation
This is a product lookup and is defined as an Excel file. The lookup is used to match factors with answers from your product.
You need to seed an initial Lookup file with all the necessary lookup sheets.
The lookup file should have at least one lookup sheet.
You can upload the new file to replace the current
fileone.
Each sheet in the lookup file is used for one
pricepremium factor. We call it a “lookup sheet”.
Example of
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lookup sheet content:
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Column | Description |
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From |
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Defines the effective date of the factor value.
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Context |
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Defines the partner using the factor value.
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Name | Defines the list of answers |
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or options |
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to a risk question that |
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drives different factor values in tariff calculation.
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List of covers |
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The following columns after the Context column |
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define the actual factor value for each cover. |
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Shared Lookup: link to the Agency Lookup file. The Agency lookup file is an excel file defining the common factor values shared and used among all products in the same tenant. If you want to update Shared Lookup, you need to do it in Product Settings. See more https://contemi.atlassian.net/wiki/spaces/SHC/pages/1755643907/Product+Settings#PRODUCT-SETTINGS
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b. List of lookup settings
On the left-hand side panel, you
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will find
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a list of all product version lookup factor settings loaded from the Lookup file
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. You can click on
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a lookup factor
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to view its settings displayed on the right-hand side panel.
c. Lookup details
Field | Description |
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Lookup ID | A unique number to identify the lookup |
Lookup Name | The name of the lookup (equivalent to the sheet name in the Lookup Excel file) |
Lookup Type | Define how to look up the value.
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CompositeKey | Used when there is a combination of multiple question answers that are used as one key to lookup a value. |
DependentRanges | <TBD> |
ClosedDoubleRange | <TBD> |
Does the lookup have a default value? |
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Default value | Define the default value for the lookup if the key is not found. |
Type of the identity key in lookup | Define the type of lookup identity key. It can be string, int, decimal, or long.
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Type of the value in lookup | Define the type of value in the lookup. It can be string, int, decimal, long.
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Does the lookup have a single cover column? |
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Covers column in the lookup | If this question is empty, this means lookup values correspond to the available covers in the product.
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3. Shared Lookup
The shared lookup will be linked to the Agency Lookup file. The Agency lookup file is an Excel file defining the common factor values shared and used among all products in the same tenant. Usually, you will use this type of lookup to define general information like city, postcode, etc.
If you want to update Shared Lookup, you need to do it in Product Settings. See more https://contemi.atlassian.net/wiki/spaces/SHC/pages/1755643907/Product+Settings#PRODUCT-SETTINGS
4. Tips to update the lookup
Update the factor values on the current lookup that we built
When you upload an Excel file with an empty sheet, you would need access the lookup details to remove the empty sheet
All the factor values must be numerical fields. When your field is text, please convert it into a number