Configuring new parameters in parameter sets

This topic describes how to create a new parameter and make the parameter available for inclusion in a parameter set. The new parameter is available in PolicyCenter, and you can insert the new parameter in rate routine steps. For example, in Administration > Rating > Parameter Sets, select a parameter set. In the Parameters panel, click Edit. To add a new parameter, click Add. In the Name column, drop-down list contains the list of parameters. This topic describes how to add a parameter to the list.

In PolicyCenter, parameter sets are associated with rate routines and rate table definitions. In addition, you must add the parameter to the rating engine code so that the parameter can be used in rating.

To configure a parameter:

In the PolicyCenter user interface, create the parameter for inclusion in a parameter set. Define the parameter and specify a default type, such as entity.PersonalVehicle for a personal vehicle entity. Then you can include the parameter in a parameter set. In the parameter set, you can override the parameter’s default type. Each rate routine that uses that parameter set can access that parameter in the rate routine steps.
For instructions, see Creating a new parameter for inclusion in parameter sets.
In Studio, modify the rating engine so that it rates the object or entity instance that the parameter specifies. For each rate routine that includes the parameter set, add a mapping from the parameter to an object type. The object type could be the primary vehicle on a personal auto policy. When the rating engine executes the rate routine, the parameter is used to reference the actual run-time instance or value. The run-time instance could be the primary vehicle on Solomon’s personal auto policy.
For instructions, see Adding a new parameter to the rating engine.
If the parameter uses a wrapper, create the wrapper code.
For instructions, see Configuring new wrappers for parameter sets.

The parameter definitions must meet the following criteria:

Parameter types must be compatible. In the parameter set, the parameter’s type must be compatible with the Gosu object that the rating engine passes to the method that executes the rate routine. If the user overrides the parameter’s default type in the parameter set, the override takes precedence. The rating engine must pass an object that is the same type or a subtype of the parameter type. PolicyCenter throws an exception if the rating engine passes in an object that is not compatible with the parameter associated with the executing rate routine.
In the rating engine, the parameter map must be a superset of the rate routine parameters. When the rating engine executes a rate routine, one of the arguments is a map of the rate routine’s parameters. In the rate routine parameter map, each parameter is mapped to an object or entity instance, such as a vehicle on Solomon’s policy. The rate routine parameter map must contain all of the names in the parameter set defined in PolicyCenter for the rate routine being executed. The parameter set may contain the names of additional parameters. The rating engine throws an exception if it executes a rate routine and the parameter map is missing any parameters in the parameter set.