Visio
Starting from scratch
Creating Rating from scratch is easy to setup. To start with, it is best to create 3 calculation steps.
Step 1 should be assigned to validation and pre-processing (i.e. ensuring the data exists, setting default values to avoid rating errors and preparing the data for Step 2).
Step 2 should be assigned to value look up using the
.xlsfiles uploaded to the Rating Dashboard.Step 3 should be assigned to post-processing of the data and pushing the final rate, add on products and any fees to the Rating Engine.
Setting Up Visio for rating
To get started with rating, Open Visio and select 'Blank Drawing' from the New section. We will first need to import the stencils to build out our rating diagram.
On the left-hand side, you will find the 'Shapes' panel (below). Click on 'More Shapes' to expand the menu and then select 'Open Stencil'.
You will need to import the predefined stencil provided by ICE. You should find this by going to the address in your explorer:
C:\osl\designer\Designer.V2010 (1) (1)\Designer.V2010\Pact Agreement StencilClick on 'Enable Macros' and then the 'Shapes' panel should populate. You are now ready to start designing the rating.
Adding and Connecting Nodes
In this example, we are going to create a Policy and GenericInsuredObject node, connect the two together, add a basic script and export to XML.
Policy
To begin, drag and drop the 'CalculationBasis' shape onto the main work area.
Rename the Node to from 'CalculationBasis' to 'Policy' to make it clear as to what node this relates to. Once renamed, click onto the yellow shape to highlight it, where the shape data box appears below.
In the space below the two rows, right click to open the menu and select 'Define Shape Data'. This will allow us to create additional rows to help create relationships and pass data between nodes.
Click on the 'New' button to create a new row and call it 'partnames'. Do the same again for 'updatepropertynames'. It should end up looking something like this. Hit 'OK' once done:
Once done, you can add data to the Shape Data table.
The 'partnames' is where we define the relationship between the parent node and any children nodes. The value should be the name of the children nodes. For this example, we can populate the value of 'partnames' to 'GenericInsuredObject'.
The 'updatepropertynames' has a few uses. The main two are defining the variables we want to see as part of the calculation response (including documents and reports), as well as defining the variables we want other nodes to access. In this example, we are going to create a variable called 'name' and to see this as part of the calculation response, so will include it in 'updatepropertynames'.
It should end up looking like this:
GenericInsuredObject (Child node(s))
To add child nodes, in the 'Spaces' panel, drag and drop the 'NCS Calc Basis w/Connector' node into the work area and rename it to the desired level (i.e. GenericInsuredObject, Policyholder, or NamedParty, etc). You will notice within the Shape Data, it already comes with the 'updatepropertynames', 'partnames' and a new 'relationship' row pre-defined. The 'relationship' row defines what level in Workbench it relates to, for example, if the node you created is for 'GenericInsuredObject' the relationship should also be called 'GenericInsuredObject'.
In this example, our new node has no child nodes, and we will create one variable called 'favourite_animal', so our Shape Data should end up looking like this:
Connect the nodes together
Now we have the nodes we want to use, click on the yellow node in the main workspace (the child node, or in this example, the 'GenericInsuredObject' node). You should see a dark yellow circle appear in the middle of the yellow node - this is the connector. Drag and drop the circle to the centre of the parent node, so the two nodes are now connected.
Now these nodes are connected, we can generate a connected XML, but first we need to add scripts to the nodes.
Adding a Python Script
To add a Python script to a node, right-click on the yellow part of the node you wish to add the script to and click 'Edit Script'. Type or paste your desired Python script to this box and click 'OK'. For this example, I am creating two variables. One called 'name' which will be created at Policy level and one called 'favourite_animal' which will be created at GenericInsuredObject level.
Generate the XML ready for Rating
Once you have added all of your scripts to the relevant nodes, you are now ready to export the XML and save it. First, right-click on the Policy node and click on 'Generate XML'. You should see something similar to the below. As we have connected the nodes, both the Policy and GenericInsuredObject nodes and its attributes appear. This can then be saved to the relevant XML file you created in the Getting Started page, depending on the calculation step you are creating.
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