Access rate routines

Before you begin

You must have the ratebookview permission to access rate routines.

Procedure

  1. In PolicyCenter, select Administration > Rating > Rate Routines.
    This screen has Policy Line, Code, and Name fields.

    The search returns all routines that contain the search criteria. The search is not case-sensitive. For example, if you enter premium in Name, the search returns all routines that contain that string, such as the PA Coverage Premium Algorithm routine.

    • To view all rate routines, select <not specified> for Policy Line and leave Code and Name blank.
    • To view rate routines that apply to all policy lines, select <applies to all> and leave Code and Name blank. In the search results, Policy Line set to <applies to all> appears blank.
  2. Enter your search criteria, then click Search.
    For each search result, PolicyCenter displays the Name, Code, and Version.