I. Introduction
This tab includes information on product version lookups, which are the factor values that are used for tariff calculation.
II. Lookup
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 one.
Each sheet in the lookup file is used for one premium factor. We call it a “lookup sheet”.
Example of lookup sheet content:
From: defines the effective date of the factor value. This is used when you want to add a new factor value that will take effect on an exact date. This means that when a policy is created with a start date that is on the date following this effective date, Seamless will take this factor value for tariff calculation.
Context: defines the partner using the factor value. This is used when you want to specify different factor values for different partners so that they can get different competitive tariffs. When “From” and “Context” are provided with values, this means the factor value will be applied for the partner in “Context” and take effect on a specific From date.
Name: defines the list of answers or options to a risk question that drives different factor values in tariff calculation. In the example, the question Occupation has two answer options: Yes and No.
List of covers: the following columns after the Context column define the actual factor value for each cover. If you have three covers, there will be three columns, one for each cover.
Lookup details
List of lookup settings: On the left-hand side panel, you can find the list of all product version lookup factor settings loaded from the Lookup file. Click on one lookup factor, and you will see the lookup factor settings on the right-hand side panel.
Lookup ID: unique number to identify the lookup
Lookup Name: name of the lookup (equivalent to sheet name in Lookup Excel file)
Lookup Type: define how to look up the value.
SingleRow: used when you want to look up the value on a single row only.
If you look up Alpha for UnableToTravel1001, the result is 100
If lookup Alpha for Luggage1002, result is 50
SingleKey: used when you want to use a question-answer as a single key to look up a value.
If lookup Excess = 250 for cover Luggage1002, result is 1.80
If lookup Excess = 250 for cover UnableToTravel1001, result is 1
If lookup Excess = 1000 for cover Luggage1002, result is 1.00
LowerBoundRange: used when looking up a value in the lower bound range.
If lookup Score = 25 for cover Luggage1002, result = Default value if defined
If lookup Score = 35 for cover Luggage1002, result = 5.00
If lookup Score = 45 for cover Luggage1002, result = 4.50
If lookup Score = 105 for cover Luggage1002, result = 3.00
HigherBoundRange: used when looking up a value in the higher bound range.
If lookup Score = 25 for cover Luggage1002, result = 5.00
If lookup Score = 35 for cover Luggage1002, result = 4.50
If lookup Score = 45 for cover Luggage1002, result = 4.00
If lookup Score = 105 for cover Luggage1002, result = Default value if defined.
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?
Yes: set to Yes if you want the lookup to return the default value if the key is not found.
No: set to No if you don’t want the lookup to return the default value if the key is not found.
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. Default: string if not defined.
Type of the value in lookup: define the type of value in the lookup. It can be string, int, decimal, long. Default: decimal if not defined.
Does the lookup have a single cover column?
True: set to True if you want to get the value from a single column that is the only column in the lookup sheet. For ex:
False: set to False if you want to get values corresponding to the covers specified in the field “Covers Column In the lookup” below.
If this question is empty, this means lookup values correspond to the available covers in the product.
Covers column in the lookup
If this question is empty, this means lookup values correspond to the available covers in the product.
If there are some covers selected, this means the lookup values correspond to the selected covers in the lookup sheet.
III.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
IV. 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