Add new rate book

Before you begin

You must have the ratebookview and ratebookedit permissions.

Procedure

  1. Add a new rate book using one of two methods.
    • Click New Rate Book in the Search Results pane.
    • View an existing rate book and click Create New Edition.
    PolicyCenter displays the Rate Book screen in edit mode. If you created this rate book by clicking Create New Edition, the rate book edition and the effective (On or After) and expiration (Before) dates are blank. All other fields, including rate tables and rate routines, are pre-populated with information from the rate book of which this rate book is a version. For more information about this screen, see Rate Book screen.
  2. If this is a new rate book, select the Policy Line.
  3. Select <applies to all> if the rate book can apply to all policy lines.
  4. Select <applies to all> for all Policy Criteria.