Add a rate table to a risk type

In BriteLines, you can add a rate table to a risk type.

Note: You can only change a product version of a line when it’s a draft.

To add a rate table to a risk type:

  1. In the BriteCore menu, select Lines.
  2. In the Lines of Business list, select the applicable line of business.
  3. On the Line Overview screen, in the Products menu, navigate to and select the applicable product.
  4. On the Product Overview screen, in the Risk Types section, select the risk type you want to add a rate table to.
  5. In the Rate Tables section, select Add Rate Table.
  6. In the Create Rate Table section, complete the following steps:
    1. In the Label box, type the label of the data field.

      Note: The data field reference name should be the same as the label, except it should start with a lowercase letter, have a capital letter at the beginning of each word, and not contain any spaces.

    2. In the Reference Name box, type the reference name of the data field.

      Example: A data field with the label Email Address should have the reference name emailAddress.

    3. In the Sources section, select a source (data field, rate table, or calculation) to start building the rate table. The source values appear in a table format.

      Note: When you select multiple sources, all of the combination options automatically appear in the table.

    4. In the table, in the result column, type the appropriate value or factor to return for each row.

      Note: You can copy a column of results from another spreadsheet and paste it into the table.

    5. Select Save Rate Table.

You have successfully added a rate table.