In Lines, 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:
- In the BriteCore menu, select Lines.
- In the Lines of Business list, select the applicable line of business.
- On the Line Overview screen, in the Products menu, navigate to and select the applicable product.
- On the Product Overview screen, in the Risk Types section, select the risk type you want to add a rate table to.
- In the Rate Tables section, select Add Rate Table.
- In the Create Rate Table section, complete the following steps:
- 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.
- 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.
- 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.
- 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.
- Select Save Rate Table.
- In the Label box, type the label of the data field.
You have successfully added a rate table.