Full Premium Build Checklist

Umbraco

Product-level settings

  • Sections - The correct ‘Classes of Business’ must be linked to the product on the main product configuration page. Where a product is B2C this linking must be carried out in both Back-Office and B2C versions of a product

  • Product Calculator - Must be set to ‘NEWRATES_Calculate_Premium’

  • Product Rate Options - Set the names of the functions that control the following processes. In most instances the defaults will be used:

    • MTA_Create (This function creates an MTA transaction)

    • CANCEL_Create (This function creates an Cancellation transaction)

    • RENEWAL_Create (This function creates an renewal risk)

    • Refund_Schedule (This function calculates the refund on an RP)

    • Stripe_Payment (This function is used when the product uses Stripe)

    • SetBoundFlag (This function sets the ‘Bound’ label against premiums chosen for binding)

Binders

  • The correct ‘Classes of Business’ must be linked to all taxes in the Tax Vault that are required for the product.

Taxes

  • The correct ‘Classes of Business’ must be linked to all taxes in the Tax Vault that are required for the product.

Questions

  • Premium Question control - The correct method of presenting premiums back into the user interface must be selected, based on product requirements. In most cases this will be one of PremiumTableMultiSections or PremiumTableMultiLimits

  • Premium display in the Inspector - The premium displayed in the risk inspector is based upon a question control. To set this up the product configure must:

    • Set up a question in the product with the appropriate premium table (e.g. PremiumTableMultiSections)

    • Set in "NEWRATES_Product_Config" the Code of the question to display in the Inspector. Individual question codes can be set for New Business, MTA’s, Cancellations and Renewals. (e.g Product_Config.Inspector.PremiumTable.QuestionCode.NB). Normally this would be "PremiumTable"

MongoDB

Product Rates Configuration

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