Getting Started

Setting up for rating

To get setup ready for rating, you will need to prepare a few things before jumping into Visio and testing your scheme. Follow below to get your rating environment setup:

File Setup

In your local repository, you should create a directory to host your calculation steps required for the scheme called XML/ . Within this directory, create the XML files for your calculation steps. It is important to keep the naming consistent as you will be referring to these files between systems. Below is an example:

• YourSchemeNamePreCalculation.xml

• YourSchemeNameCalculation1.xml

• YourSchemeNamePostCalculation.xml

In the early stages of rating, it can be difficult to know how many calculation steps to create for the scheme. A good starting point is 3. A pre-calc, calc step 1 and post-calc. It is easy to add steps later if 3 doesn't cover it.

Rating Dashboard

Once you have the file setup complete, you will next need to setup the calculation rules (remote directory) within the Rating Dashboard.

First, navigate to the the Rating Dashboard in one of the 2 environments:

• UAT

• Live

This login is separate from your ICE Policy login. If you are unsure of your login, let one of the team know and this can be setup.

Once logged in, click on the 'Products' folder and then the 'Create Dir' button, where a popup will appear to enter the directory name. Make sure to name the Directory the name of your scheme with no spaces or special characters i.e. InsurerSchemeName or AXISPropertyOwners:

This is where you will upload the XML/xls files. For now, you don't need to upload anything. This step is complete.

Workbench - Operating Config

The last step of the setup is to ensure the operating config for the scheme itself is pointing to both the directory and the files you created.

1. Open Workbench and login (ensure you are in the correct environment).

2. Within the Products tab, find the Product you wish to update and click on the arrow to the left to expand the items

1. Click on the SCHEME item and navigate the 'Related Items' panel, which can be found underneath the Products panel. Similar to step 2, expand this.

1. Double click on the Operating Configuration to open this in the main view. You will also need to lock the item by right-clicking on the item and selecting 'Lock' from the list.

2. Once opened, find the 'Calculation Type' field. This is where you will input the calculation steps routes.

The routes follow the principal: 'Products/Dir/FileName'. It is important to note the filename does not include the extension. Each step must be added, separated by a comma. Below is an example, using the earlier created examples, of what this would look like:

Products/InsurerSchemeName/YourSchemeNamePreCalculation,Products/InsurerSchemeName/YourSchemeNameCalculation1,Products/InsurerSchemeName/YourSchemeNamePostCalculation

Once, this has been updated, you can save and commit the changes, submit both the Product and Scheme and publish via ICE Version Manager. If you are unsure how to do this, check Publishing Workbench Changes.

Make sure to export the Product and Scheme once the changes have been made so you are able to push the changes to GitHub.