The grid in these screens contain all the Risks & Premiums received against the Contract. Risks are from Risk submissions (e.g. Risk Bordereaux), Premiums are from Premium submissions (e.g. Premium Bordereaux).
The columns displayed relate to the Schema(s) that are used to process data, with some additional core fields always displayed on the left, such as Error Count and Row Number. You can change the fields displayed, and their order, by clicking on Field Display.
Understanding the historical progression of a Risk or Premium record
Every record in the grid has an Entry Status, which specifies the position of the record in the progress of the Risk or Premium over time. The Entry Status is a standard column in this grid, fourth from the left.
By default, only the Current entry of each Risk or Premium is displayed. You can switch this view to display all Risk entries by switching off the ‘Only Current’ switch. Each of the different Entry Statuses are set out in the below table (the table only refers to Risk, but also applies to Premiums).
| ENTRY STATUS | DESCRIPTION |
|---|---|
| Current | This is the current position of the Risk, after the initial reporting of the risk, and any subsequent changes to the Risk (represented by and Endorsement Entry Status record). |
| Update |
This is a change to the Risk, following an initial reporting of the Risk. The type of change is specified in the Transaction Type column and the options for the Endorsement Entry Status are: Endorsement, Cancellation and Reinstatement. |
| Historic | This is a previous Current position of the Risk, that has now been made historic, due to a subsequent change to the Risk (represented by an Endorsement Entry Status record). |
The Transaction Type column provides further detail on the nature of the record. The first reported record of a Risk must have a Transaction Type of New or Renewal. Subsequent changes will be either Endorsements, Cancellations, or Reinstatements. The Transaction Type of a Current record is the latest Transaction Type; so, if the latest record of a Risk is an Endorsement, then the Current record will have a Transaction Type of Endorsement.
Risk Summary Screen
By selecting the Risk Reference (which is in blue characters) of an individual record you can open the Risk Summary screen. This screen provides the details of this individual risk. Summary details are presented at the top, such as the Insured Name and number of claims.
The tabs for Risk, Premium, and Claims, which contain all entries that relate to this individual Risk, with the same columns as presented in the main Risk, Premium, and Claim Data screens.
The Only Current toggle is defaulted to Off for the Risk, Premium and Claims tabs.
The Export button on the Risk, Premium and Claim tabs allow you to export data in the form of an Excel spreadsheet from each tab, individually. Alternatively, you may export data of all bordereaux types belonging to a single risk, using the Export All button in the top right of the modal.
