Specifying the reference date type

The workers’ compensation line always uses the rating period date as the reference date. Other lines of business typically use either written or effective date. The appropriate reference date depends on the insurer’s filings with the regulatory body and is not consistent across the insurance industry. PolicyCenter uses the RefDateTypeLookup system table to determine the appropriate reference date type, based on the jurisdiction, underwriting company, policy line, and product. This system table also contains its own effective dates and expiration dates. The current system date is used to compare against these dates.

To examine the RefDateTypeLookup table, use Product Designer to navigate to System Tables and open reference_date_types_by_state.xml.