Filter parameter set fields of same type when entering parameters in rate routine

About this task

When selecting parameters in a rate routine step, PolicyCenter filters subfields of a field that is the same type as another parameter in the parameter set.

For example, the PA Coverage Parameter Set parameter set in the sample data includes these two parameters:

  • PolicyLine with type entity.PersonalAutoLine maps to a PersonalAutoLine object
  • Vehicle with type entity.PersonalVehicle maps to a PersonalVehicle object

In a rate routine that uses this parameter set, you cannot access properties on a PersonalVehicle object through the PolicyLine parameter in a rate routine step. You can access the PersonalVehicle objects on the PolicyLine, but you cannot access the properties that the PersonalVehicle contains. If you require access to a property on the object, then you can explicitly define that as a parameter. For example, define a parameter that maps to PersonalVehicle.LicensePlate.

Follow these steps to see this filtering in the PA Coverage Premium Algorithm rate routine.

Procedure

  1. Go to Administration > Rate Routines and select PA Coverage Premium Algorithm.
  2. Click Create New Version.
  3. In Steps, select Append > Add 1 Row.
    PolicyCenter adds a row at the end of the rate routine.
  4. Go to the new row.
  5. In the Operand field, select Parameters > PolicyLine.
    PolicyCenter displays the Select a Policy Data Field screen.
  6. Click Next until you arrive at the page displaying Vehicle1 and Vehicle2, both of type PersonalVehicle.
    Notice that PolicyCenter displays these two fields, but not subfields such as Vehicle1.AnnualMileage. You can access AnnualMileage through the Vehicle parameter.