Aggregation

Aggregation is the process of merging the entity fields to a common table and aggregating the columns. It controls the level at which entities should be grouped into common tables such as; Clients by Type, Policies by Product or Transactions by Name.

So, if plan XYZ has a Premium transaction with fields A, B, and C and plan PDQ (in the same product) has a Premium transaction with fields A, B, and M – the resulting aggregated table for Premium transaction fields will have columns A, B, C, and M.

Aggregation can be applied for the below entities at different levels:

Entity	Level	Default Level
Policy	Base Product, Nearest Product & Plan	Plan
Activities	Base Product, Nearest Product & Plan	Plan
Client	Type Code	Type Code
Comments	Global	Global
Withholdings	Global	Global

 

Important:

Aggregation is the first step of action to be performed in ODS.

The default Aggregation level will be set for each entity, which the user can change from the given drop down list

Steps to Set up Aggregation Level

1. Select Aggregation in the left navigation, the Aggregation screen opens with default Aggregation Levels for all the entities.

2. Select the Aggregation level and click Save. Aggregation level setup will be done.

           

After this step, the user can Create Run, Execute Install and Initial Runs.

Note: Once Initial Run is executed, the user is not allowed to change the Aggregation level from the UI, the Aggregation screen gets disabled.