Rate Table screen

Use the Rate Table screen to view the content of rate tables. You can edit the rows if the rate book that owns this version is in Draft status.

The rate table contains the following read-only fields to show the key information for the rate table definition and rate book related to the rate table:

Field

Description

Name

Appears at the top of the screen.The rate table definition name in the default locale.

Code

The rate table definition code.

Description

The rate table definition description in the default locale.

Policy Line

The rate table definition policy line. When viewing the rate table, this field appears blank if the rate table applies to all policy lines.

In Rate Book

The rate book name in the default locale.

Usage

Displays Referencing, Owned–Shared, or Owned–Not Shared to describe the relationship between the rate table version and the rate book.

Values are:

  • Owned-Not Shared – This rate book is the first rate book to include this rate table, and no other rate book includes this rate table.
  • Owned-Shared – This rate book is the first rate book to include this rate table, and another rate book includes this rate table.
  • Referencing – The rate book includes this rate table, but another rate book owns this rate table.

On the Rate Table screen, you can view rows for the rate table in the Rate Table Content section.

PolicyCenter displays the fields on this screen based on the related rate table definition parameter and factor details such as column label, priority, and display type. When adding or updating rows, the value provider details for each parameter control the data entry field for that parameter. See Parameters tab of Rate Table Definition screen for more information.

If the rate book that owns this version is in Draft status, then you can edit the rows. For more information, see Edit rate table content in PolicyCenter.

You can also maintain the rate table content in Microsoft Excel. For more information, see Edit rate table content in Excel.