Multi-Step Ratings: Using Multiple Sections in Rating Files

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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.

Multi-Step Ratings

Sometimes you'll want to use a combination of ratings in a ratings file. For example; you might want to set the PLLimit for one question and then the ELLimit for another – these might be determined using different conditions.

To do this in your rating file – you need to create two tables in the CSV file. These tables must be separated with a blank line and then another line separated with three hash characters, e.g. ###

So the file looks something like this using the PLLimt and ELLimit examples above:

  1. "Answer:PLCoverRequired","SetCover:PublicLiabilityIndLimit"
  2. "2000000","250"
  3. "5000000","500"
  4. ###
  5. "Answer:ELCoverRequired","SetCover:EmployersLiabilityIndLimit"
  6. "1000000","100"
  7. "2000000","300"

This enables the rating file to determine the PLLimit based on the amount of PL Cover followed by the ELLimit based on the level of EL Cover required.

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