Categorized SQL Views with Descriptions
Below is a categorized list of available logical and materialized views used in the SQL Editor, along with brief descriptions to guide usage. Materialized or m_
views receive date arguments, "as of date" or "start/end date". These views are materialized for better performance, they are our primary "facts" tables. v_
views are mostly dimensional datasets that can be used for joins. Or more fine control when needed.
Use the following query to generate a Data Dictionary of every available View in the SQL Editor: select * from v_logical_catalog;
View Name | Category | Description |
m_inforce_policies |
Policies | Active in-force policies with status and date logic applied. |
m_premium_terms |
Premiums | Premium term breakdowns by policy and time period. |
m_premium_transactions |
Premiums | Premium-related transactions, adjustments, and payments. |
v_account_history |
Accounting | General ledger-style entries showing transaction history. |
v_addresses |
Core Entities | Normalized address records for all contacts and properties. |
v_built_measures |
Properties | Standardized building data for properties (e.g., square footage). |
v_claim_change_log |
Claims | Historical log of claim modifications and updates. |
v_claim_items |
Claims | Items associated with claims, such as vehicles or property. |
v_claim_payments |
Claims | Payments are issued on claims, including loss and recovery. |
v_claims |
Claims | Master claim records including identifiers and status. |
v_claims_contacts |
Claims | Relationships between claims and involved contacts. |
v_claims_dates |
Claims | All date milestones related to claims lifecycle. |
v_claims_perils |
Claims | Perils associated with each claim (e.g., fire, hail). |
v_commission_details |
Commissions | Line-item detail for commissions payable. |
v_commission_payments |
Commissions | Payments made to producers and agencies. |
v_contact_relationships |
Core Entities | Relationships between different contacts. |
v_contacts |
Core Entities | Contact information for individuals and organizations. |
v_dates |
Core | Standardized set of dates used in related modules. |
v_files |
Core | File attachments such as images or documents. |
v_insureds |
Policies | Named insureds and associated metadata. |
v_logical_catalog |
Metadata | Technical metadata about views, templates, and logic. |
v_losses_incurred |
Claims | Total calculated incurred loss on claims. |
v_notes |
Core | Internal notes logged throughout the system. |
v_payment_batches |
Payments | Grouped payment transactions for processing. |
v_payments |
Payments | Individual payment records across modules. |
v_permission_rules |
Security | Permissions and access rules assigned to roles. |
v_policy_type_items |
Policies | Line-level items defined by policy type. |
v_policy_types |
Policies | Policy type definitions used across quoting. |
v_properties |
Properties | Property-level data such as addresses and types. |
v_property_items |
Properties | Items located at properties such as buildings or valuables. |
v_recoveries |
Claims | Recoverable amounts including subrogation. |
v_return_premium |
Premiums | Calculated or refunded premium amounts. |
v_revision_items |
Audit | Item-level changes across policy revisions. |
v_revisions |
Audit | Master audit records for policy changes. |
v_revisions_agencies |
Audit | Agency details tied to policy revisions. |
v_revisions_contacts |
Audit | Contact data tied to specific policy revisions. |
v_roles |
Security | User roles and associated metadata. |