Merge rate books

About this task

You can merge two rate books with the same policy line. The merged rate book contains rate book properties, rate routines, and rate tables from each rate book. If a property has a different value in each rate book, then you can choose which value to use. For differences in rate table content or rate routines, you can select which rate table content or rate routine to use. If a rate table exists in one rate book only, then the rate table is copied to the new rate book. The same applies for rate routines. In the merged rate book, the rate table usage is referencing.

To merge two rate books:

Procedure

  1. Navigate to the Rate Books screen.
  2. Select two rate books with the same policy line, and click Merge.
    You can only select rate books on the same page of Search Results.
    PolicyCenter displays the Merge Rate Books: Resolve Conflicts screen.
  3. Enter an Edition.
    The edition is a string of characters and number that must be unique for the code. The initial code of the merged rate book is the same as the first rate book. If the rate books have different codes, you can select which code to use.
    The Result column displays icons showing how properties, rate tables, and rate routines differ in the two rate books.

    Icon

    Description
    Same in both rate books.

    This rate book property, rate routine, or rate table is the same in both rate books.
    Merge conflict.

    Merge conflicts. Use the radio buttons to select values for the merged rate book.
    Exists only in first rate book.

    This rate routine or rate table exists only in the first rate book.
    Exists only in second rate book.

    This rate routine or rate table exists only in the second rate book.

    Merge conflicts. This rate table in the first rate book has been modified from the common parent. This rate table in the second rate book is the same as the common parent.

    Merge conflicts. This rate table in the second rate book has been modified from the common parent. This rate table in the first rate book is the same as the common parent.
  4. Review the results. Using the radio buttons, select a value for each merge conflict.
  5. Click Complete Merge to merge the two rate books.
    PolicyCenter merges the rate books and displays the Edit Rate Book screen. You can make changes to the merged rate book, including changing the code, name, and edition.