Configuring rate book matching

When selecting the most appropriate rate book, if an exact match is not found, PolicyCenter relaxes the optional attributes by looking for null in the optional attributes. The relaxing rules build an ordered list of rate books by relaxing the optional attributes.

The main entry point for rate book matching code is the RatingQueryFacade Gosu class. Some of the methods and objects that this class provides are:

• The matchers method finds the most appropriate rate book.
• The matchersForHierarchy method defines the cascading hierarchy for rate book matching when a rate table or rate routine is not found in the most appropriate rate book. Cascaded lookup must be enabled.
• Query for a rate book based on values in a RateBookQueryFilter. Uses the RateBookQueryFilter class.
• Query for a factor in the requested table based on RateQueryParam values. Uses the RateBookQueryParam class.

You can change the rate book matching logic by editing the RatingQueryFacade class and the associated RateBookMatcher, RateBookQueryParam, and RateBookQueryFilter classes.

See also

• Selecting the rate book edition during policy rating