Fields in a rate routine step

Each rate routine has one or more instructions that define the rating algorithm. Each instruction is composed of one or more steps. This instruction is not the same as the Instruction field described in the following table.

Each step in the rate routine appears as a row in the Steps panel. Each step has the following fields:

Field

Description

Checkbox

Select the current step. Appears in edit mode only.

#

The step number. Does not appear in edit mode.

Error#

Displays the error number. The error description appears in Validation Results. Appears in edit mode only.

Instruction

Optionally, select a value. The instruction field is the target of an assignment operator, a conditional, or a section comment. Select Clear to remove the value of this field.

If the instruction field is the target of an assignment operator, you can set the Instruction field to one of the following:

  • Properties on the cost
  • Parameters, including rate modifiers
  • Variables

For more information, see Instruction and operand types in rate routine steps.

Some rate routines do not calculate properties on the cost, so these properties do not appear as choices. For more information, see Rate routines that do not calculate properties on the cost.

Op

The operator in a rate routine step can be one of the following:

  • Blank
  • Assignment – Assign the operand to the Instruction field.
  • Arithmetic operators – Includes multiply, divide, add, and subtract.
  • Rounding operators – A rounding operator rounds the results of the previous expression to the specified scale. A step with a rounding operator must be last step of an expression.

For more information, see Operators in rate routine steps.

(

Add one or more opening parentheses to group a series of steps. The closing parenthesis may occur in a later step.

Operand

Select one of the following operand types:

  • Properties on the cost
  • Functions
  • Parameters
  • Rate tables
  • Variables
  • Conditional expressions
  • Constants
  • Date constants
  • Typelist values
  • Scale

For more information, see Instruction and operand types in rate routine steps.

Some rate routines do not calculate properties on the cost, so these properties do not appear as choices. For more information, see Rate routines that do not calculate properties on the cost.

)

Add one or more closing parentheses to group a series of steps. The opening parenthesis may occur in a previous step.

Line Comment

Enter a brief description of the step.

A step can contain a section comment or be blank. Use a section comment to provide comments about the following or preceding rows. Use a blank step to improve readability. You can add a Line Comment to a blank step.