Filtering for cascaded lookup rate books

If cascaded lookup is enabled in the most appropriate rate book, then rate book matching can find rate tables and rate routines in cascaded rate books. If the most appropriate rate book does not contain a matching rate table or rate routine then rate book matching looks in the cascaded rate books.

With the group label, you restrict cascaded lookup to only match rate books in the same group as the rate book originating the cascaded lookup. A rate book with no group matches only rate books with no group. The group label only applies to cascaded lookup. On the Rate Book screen, you specify Group in Rate Book Details.

Rate book cascading continues until it finds a match or reaches a rate book with cascaded lookup disabled.

The list of cascaded rate book is selected by relaxing the optional attributes by looking for null in the optional attributes. PolicyCenter relaxes the optional attributes by first relaxing offering, then underwriting company, jurisdiction, and finally policy line. The following table shows the order in which PolicyCenter relaxes the optional attributes for cascaded lookup:

The matchersForHierarchy method of RatingQueryFacade.gs defines the relaxation hierarchy for cascaded rate books.