Capability |
Feature Description |
Reports |
Create/Update Product Rules for the selected approved Plan Versions |
Create, update computations for the selected approved Plan Versions |
Create, update, save and delete Reports |
Create KPIs agnostic of product structure for Viewing summary results |
Map a KPS to one or more KPIs |
Configure rate outputs to be compared |
Create report for a specific Risk, Coverage or Form |
WhatIF |
Create a scenario for assessing the impact that changes in the upcoming Plans could have on the Book of Business |
Upload a new Book of Business or use an existing book |
Assess the potential impact a change could make on the book for a give Risk profile. |
Make changes to Rates, Rules and Forms to assess the impact. |
View the results for a given Report |
Switch between reports to have Dynamic View for distinct Risk profiles in the Book of Business |
Select and deselect the columns in the summary View |
Apply filters from Risk Reports while Viewing report of Coverages/Forms |
Select Coverages while Viewing Risk reports |
Analyse Portfolio |
Create a scenario on Production Environments |
Upload a new Book of Business or use an existing book |
Run the scenario for multiple transaction effective dates |
Consume effective dates from the book |
Run the book against selected Carriers |
Compare results of two effective dates or carriers |
View the results for a given Report |
Switch between Reports to have Dynamic View for distinct Risk Profiles when viewing Summary of Results |
Select and deselect columns in the summary view |
Apply filter for Risk while viewing Report of Exposures |
Select Coverages while viewing Risk Reports |