Configuring rating worksheets

In the default configuration, rating worksheets are configured for the personal auto and commercial property lines of business. To configure rating worksheets for other lines of business, you must do the following:

• Configure rating worksheets in the rate routine plugin – For more information, see Enabling rating worksheets in the rate routine plugin.
• Configure the user interface – Implement the getWorksheetRootNode method in the policy-line-methods class for the line of business. This method controls how the worksheets are organized in the user interface. See PAPolicyLineMethods.gs class as an example. In this example, the code that traverses the cost version list is similar to the code that displays the costs in the Policy Premium tab of the Quote screen.

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

See also

• Rating worksheets in Rating Management