View rating worksheets

Before you begin

The user must have the View rating worksheet permission to view a rating worksheet. The code for this permission is ratingworksheetview.

In PolicyCenter, navigate to the Quote screen of a policy or policy transaction.
The Show Rating Worksheet button appears on the Policy Premium tab on the Quote screen of policy or policy transaction.
Click Show Rating Worksheet to view the Rating Worksheets popup window.
Expand a coverage or other rated item to view:
- Rate book code and edition.
- Rate table name.
- Rate routine code and version.
  If cascaded lookup causes the rate table to be in a different rate book than the rate routine, then this field also displays the rate book name and edition.
- The Result column displays the result of each step in the rate routine.
- The Operand Value column displays the value of the operand at the time the rate routine was executed.
Click Expand All to view all rows of the rating worksheet. This button does not appear if the number of rows is greater than 10,000. Use Download to view rating worksheets larger than 10,000 rows.
Click Show Conditionals to show conditional instructions and conditional expressions. By default, the rating worksheet does not show conditional instructions or expressions. Click this button to show that a particular IF statement was chosen and also show the ELSE path not taken. Click this button to show the values in a conditional expression such as BaseRate < MinimumPremium.
Click Download to export the rating worksheet to CSV or HTML5 format.