Flat Rating: Building Your First SchemeServe Rating File
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: These make up the leftmost columns in the file and they define the specific conditions under which an action is performed. E.g. When to change a rate.
Actions: These are the rightmost columns in the file and they define what should happen when conditions are met. E.g. To increase/decrease a rate based on the conditions being met.
Advanced User Tip: If conditions are left out then the action column will be processed for all states of the case.
Creating a Condition:
- Determine the System ID of the Question you need to rate (see Editing Questions/Proposals for details)
- Open your CSV file (we've used Excel for the Video Tutorial but the principles are the same in Notepad++ and OpenOffice)
- Create the first column in the sheet – this column should be entitled “Answer:MyQuestion” where “MyQuestion” is the SystemId of the question you are conditionally rating
- In the rows beneath enter the answers that might be given for the question
- In the column next to this enter the corresponding rates and fees for each row
Note: Once you have saved your CSV file you will need to upload the rating file for it to be used in SchemeServe.
- Introduction to Rates in SchemeServe
- Uploading SchemeServe Rating Files
- Downloading SchemeServe Rating Files
- Flat Rating: Building Your First SchemeServe Rating File
- Conditions for Rating Files
- Actions for Rating Files
- Rating Modifiers: What they are and when to use them
- Multi-Step Ratings: Using Multiple Sections in Rating Files
- Advanced Ratings: Using Formulae
- Advanced Ratings: Conditional Statements and Functions
- Advanced Ratings: Rounding Values
- Master Rating: Using Tables and Row Lookup Loops
- Example Ratings for Specific Insurance Types (Life and Public Liability)
- Mathematical Helper Functions for Ratings Files
- Rating Agents: Tips and Tricks