Changes to parameters in rate table definitions

Within certain restrictions, you can add and delete parameters from rate table definitions without creating a new edition of the rate book. This flexibility enables you to change the rate table definition without adversely affecting existing usages of the rate table. Whether or not the rate table definition is in-use affects the types of changes you can make.

Note: A rate table definition is in-use when it is included in a rate book. When a rate table is included in a rate book, PolicyCenter instantiates the rate table by populating the rate table content.

Because you cannot make changes to an active rate book and its contents, PolicyCenter prevents changes to rate table definitions that affect the rating of an active rate book. For example, you can add new higher priority parameters to a rate table definition used by an active rate book. However, you cannot edit rate table content in an active rate book. The rate table content will always be null for the new parameter’s column.

See also

Adding parameters to rate table definitions

You can add parameters to an existing rate table definition. Several factors, including whether the rate table definition is in-use or not, affect how and where you can add parameters. For example, in some circumstances, you can only add parameters of higher priority. Or to add parameters, you may have to define a new argument source set.

Note: A not-in-use rate table is not included in any rate book. A not-in-use rate table can be included in a rate routine. That rate routine can even be included in a rate book. The rate table is not-in-use as long as it is not included in a rate book.

The following table describes when you can add parameters to a rate table definition. The table includes corner cases where an not-in-use rate table is referenced in a rate routine.

Rate table definition is...

Can add parameter?

Not in use and...
  • Not referenced by any rate routine.

Yes, you can add a parameter.

PolicyCenter automatically adds the parameter to all existing argument source sets.

  • Referenced only in rate routine, and rate routine not included in any rate book.
  • Referenced in rate routine, and rate routine is only included in draft rate books.

Yes, you can add a parameter.

PolicyCenter automatically adds the parameter to all existing argument source sets.

You must go into each rate routine and refresh the rate table lookup. When you view the rate routine, PolicyCenter display a message that it is unable to reconcile the definition of the rate table. To resolve this issue, edit the rate routine, and select the rate table again. PolicyCenter displays a message that new parameters have been added. Click OK to accept the change.

  • Referenced in rate routine included in a promoted rate book

Yes, you can add a parameter.

To use the new parameter, you must create a new argument source set. PolicyCenter displays a warning message when you add the parameter.

PolicyCenter automatically adds the parameter to all new argument source sets.

PolicyCenter also adds the parameter to existing argument source sets if the argument source sets are not referenced in rate routines included in promoted rate books.

In-use and...

Used only draft rate books

Yes, you can add a parameter.

PolicyCenter automatically adds the parameter to all existing argument source sets.

You must go into each rate routine and refresh the rate table lookup. When you view the rate routine, PolicyCenter display a message that it is unable to reconcile the definition of the rate table. To resolve this issue, edit the rate routine, and select the rate table again. PolicyCenter displays a message that new parameters have been added. Click OK to accept the change.

Used in promoted rate book

Yes, but you can only add a parameter with higher priority than existing parameters.

To use the new parameter, you must create a new argument source set. PolicyCenter displays a warning message when you add the parameter.

Deleting parameter from rate table definitions

You cannot delete a parameter from a rate table definition if any of the following are true:

  • The rate table definition is in-use and the parameter has a column value in the rate table.
  • The parameter is referenced in a rate routine included in a promoted rate book.
  • The rate table definition is in-use in a promoted rate book or referenced by a rate routine in a promoted rate book.

See also

Editing parameter details in a rate table definition

You can edit parameter details except if any of the following apply:

  • The rate table definition is in-use and the parameter has a column value in the rate table.
  • The parameter is referenced in a rate routine included in a promoted rate book.
  • The rate table definition is in-use in a promoted rate book or referenced by a rate routine in a promoted rate
  • book.
  • The parameter is used in a rate table look up in any rate routine.