This section provides information about Insurance Underwriting entities in the Oracle Insurance Data Foundation application and step-by-step instructions to use this section.
Topics:
· Insurance Underwriting Application Tables
· Insurance Underwriting Quotes Tables
· Insurance Underwriting Tables for Risk Analysis
· Producer and Producer Agreement Tables
· Deploying Insurance Underwriting Tables on Hive
· Populating Insurance Underwriting Dimension Tables
· Populating Insurance Underwriting T2T Result Tables
Insurance Underwriting describes the process of assessing risk, ensuring that the cost of the cover is proportionate to the risks faced by the Party or the organization concerned. It evaluates risk and exposures of potential Party or organizations. Insurance Company decides the coverage the Party or organization must receive, and the premium associated with the coverage or whether to accept the risk and insure them.
This is the conceptual model of Underwriting policies.
Figure 88: The conceptual model of the Underwriting policies
When an applicant applies for insurance, the Insurance Company must look at different criteria to decide if they are going to accept the application for coverage. As a result, the Insurance Company creates and documents detailed information about the applicant and this process is called Underwriting Application.
Insurance Underwriting Application Dimension table names and their descriptions are given here.
Logical Dimension Table Name |
Dimension Table Description |
---|---|
Underwriting Product Class Dimension |
This table stores the identification details of the underwriting class and its respective name or names. Underwriting class is carrier-specific nomenclature representing the underwriting groups or products or risks in a given organization. |
Application Dimension |
This table stores the underwriting application details. |
Application Type Dimension |
This table stores the application type details such as fresh, existing, and enhancements. |
Application Group Dimension |
This table stores the underwriting application group details. The application group can contain one or more applications. |
Application Status Dimension |
This table stores the master list of application statuses such as processing, canceled by the customer, outstanding, outstanding from restructuring, and so on. |
Document Submission Status Dimension |
This table stores the list of several statuses that a document can have. The document once submitted to an Insurance Company contains different statuses such as Pending, Received, Mailed for approval, Received Back, Under Processing, Approved, and so on. |
Rejection Reason Dimension |
This table stores all the rejection reasons given by prospects for not buying a product or service. |
Application Reject Reasons Dimension |
This table stores the list of rejection reasons possible when processing an application. |
Application Decision Event Dimension |
This table stores the details of the outcome of all decision events for the individual application. During the process of underwriting, an application goes through several stages such as personal identity verification, address verification, employment verification, and so on. |
Underwriting Model Type Dimension |
This table stores the list of all types of underwriting model types. |
Underwriting Element Dimension |
This table stores the classification details of insurance policy underwriting related to tobacco usage. Sample values: BLENDED, NONSMOKER, SMOKER, TOBACCO, and so on. |
Insurance Underwriting Issue Type Dimension |
This table stores the Insurance Underwriting issue type details for a policy. For example, Full Underwriting, Mass Underwriting, Reduced Underwriting, Simplified Underwriting, and so on. Sample values: OTHER, UNKNOWN, AVIATION, PERCOVERAGE, and so on. |
Insurance Underwriting Issue Sub Type Dimension |
This table stores the Insurance Underwriting issue sub type details for a policy. This table provides additional details about the type of underwriting that was applied to the coverage. Sample values: OTHER, UNKNOWN, FULLMED, NONMED, PARAMED. |
Dimension Claim Refusal Reason |
Stores the list of all the reasons for which a claim can be refused by the entity. |
Claim Referral Reason Dimension |
Stores different referral reasons for a claim. |
The mapping details for the Insurance Underwriting Application Dimension tables are given here.
Map Reference Number |
Source Table Name |
Logical Stage Table Name |
Dimension Table Name |
Logical Dimension Table Name |
---|---|---|---|---|
523 |
STG_UNW_PRODUCT_CLASS_MASTER |
Stage Underwriting Product Class Master |
DIM_UNW_PRODUCT_CLASS |
Underwriting Product Class Dimension |
664 |
STG_APPLICATIONS |
Stage Applications |
DIM_APPLICATION |
Application Dimension |
162 |
STG_APPL_TYPE_MASTER |
Stage Application Type Master |
DIM_APPLICATION_TYPE |
Application Type Dimension |
665 |
STG_APPLICATION_GROUP_MASTER |
Stage Application Group Master |
DIM_APPLICATION_GROUP |
Application Group Dimension |
166 |
STG_APPL_STATUS_MASTER |
Stage Application Status Master |
DIM_APPLICATION_STATUS |
Application Status Dimension |
673 |
STG_DOC_SUBMISSN_STATUS_MASTER |
Stage Document Submission Status Master |
DIM_DOC_SUBMISSION_STATUS |
Document Submission Status Dimension |
93 |
STG_REJECTION_REASON_MASTER |
Stage Rejection Reason Master |
DIM_REJECTION_REASON |
Rejection Reason Dimension |
3 |
STG_APPL_REJECT_REASON_MASTER |
Stage Application Reject Reasons Master |
DIM_APPLICATION_REJECT_REASONS |
Application Reject Reasons Dimension |
666 |
STG_APPLN_DECISION_EVNT_MASTER |
Stage Application Decision Event Master |
DIM_APPLN_DECISION_EVNT |
Application Decision Event Dimension |
409 |
STG_UNDRWRTNG_MDL_TYPE_MASTER |
Stage Underwriting Model Type Master |
DIM_UNDERWRITING_MODEL_TYPE |
Underwriting Model Type Dimension |
522 |
STG_UNDERWRITING_ELMNT_MASTER |
Stage Underwriting Element Master |
DIM_UNDERWRITING_ELEMENT |
Underwriting Element Dimension |
238 |
STG_UNDERWRITER_MASTER |
Stage Underwriter Master |
DIM_UNDERWRITER |
Underwriter Dimension |
725 |
STG_INS_UNW_ISSUE_TYPE_MASTER |
Stage Insurance Underwriting Issue Type Master |
DIM_INS_UNW_ISSUE_TYPE |
Insurance Underwriting Issue Type Dimension |
726 |
STG_INS_UNW_ISSUE_STYPE_MASTER |
Stage Insurance Underwriting Issue Sub Type Master |
DIM_INS_UNW_ISSUE_STYPE |
Insurance Underwriting Issue Sub Type Dimension |
233 |
STG_CLAIM_REFUSAL_REAS_MASTER |
Stage Claim Refusal Reason Master |
DIM_CLAIM_REFUSAL_REASON |
Dimension Claim Refusal Reason |
242 |
STG_CLAIM_REFERRAL_REAS_MASTER |
Stage Claim Referral Reason |
DIM_CLAIM_REFERRAL_REASON |
Claim Referral Reason Dimension |
Insurance Underwriting Application T2Ts and their description are given here.
T2T Name |
T2T Description |
---|---|
T2T_FCT_APPLICATION |
This T2T stores the applications processed in each period, for analysis over time. |
T2T_FCT_APPLICATION_GROUP |
This T2T stores the Application Group details. The application group can consist of one or more applications. In general, the insurance underwriting team creates an application group. |
T2T_FCT_APPLICATION_DOCUMENT |
This T2T stores the documents submitted by the applicant. Underwriters may ask multiple verification documents from those who seek to cover the risk with the insurance companies. All such documentary evidence is stored in this entity. |
T2T_FCT_APPLICATION_DOC_MAP |
This T2T stores the details of the document associated with the application and the status of the document such as a document is approved or rejected. |
T2T_FCT_APPLICATION_EVENT_DEC |
This T2T stores details of the outcome of all decision events for the individual application. During the process of underwriting, an application goes through several stages such as personal identity verification, address verification, employment verification, and so on. |
T2T_FCT_APPLICATIONS_DEVIATION |
This T2T stores the application deviation details. |
T2T_FCT_APPLICNS_DOC_PRINT_LOG |
This T2T stores the history of documents printed at origination. Multiple documents can be printed for the loan at origination. |
T2T_FCT_APPLN_GROUP_EVENT_DEC |
This T2T stores details of the outcome of all decision events for an Application Group. During the process of underwriting, an application goes through several stages like personal identity verification, address verification, employment verification, and so on. |
T2T_FCT_APPLN_PARTY_ROLE_MAP |
This T2T stores mapping details of an application to multiple roles played by a party. A party can be a primary applicant, co-applicant, Guarantor, Nominee, and so on. |
T2T_FCT_EXTERNAL_INS_REFUSAL_DTLS |
Stores the external insurance refusal details of the Party or the Applicant if any other carrier has refused this Applicant or Party. |
T2T_FCT_PRIOR_INSURER_CLAIM_DTLS |
Stores the prior insurer claim details of the Applicant or the Party. |
The mapping details for the Insurance Underwriting Application T2Ts are given here.
Source Table Name |
Logical Stage Table Name |
Fact Table Name |
Logical Fact Table Name |
T2T Name |
---|---|---|---|---|
STG_APPLICATIONS |
Stage Applications |
FCT_APPLICATION |
Fact Applications |
T2T_FCT_APPLICATION |
STG_APPLICATION_GROUP |
Stage Application Group |
FCT_APPLICATION_GROUP |
Fact Application Group |
T2T_FCT_APPLICATION_GROUP |
STG_APPLICATION_DOCUMENT |
Stage Application Document |
FCT_APPLICATION_DOCUMENT |
Fact Application Document |
T2T_FCT_APPLICATION_DOCUMENT |
STG_APPLICATION_DOCUMENT_MAP |
Stage Application Document Map |
FCT_APPLICATION_DOCUMENT_MAP |
Fact Application Document Map |
T2T_FCT_APPLICATION_DOC_MAP |
STG_APPLICATION_EVENT_DECISION |
Stage Application Event Decision |
FCT_APPLICATION_EVENT_DECISION |
Fact Application Event Decision |
T2T_FCT_APPLICATION_EVENT_DEC |
STG_APPLICATIONS_DEVIATION |
Stage Applications Deviation |
FCT_APPLICATIONS_DEVIATION |
Fact Applications Deviation |
T2T_FCT_APPLICATIONS_DEVIATION |
STG_APPLICATIONS_DOC_PRINT_LOG |
Stage Applications Document Print Log |
FCT_APPLICATIONS_DOC_PRINT_LOG |
Fact Applications Document Print Log |
T2T_FCT_APPLICNS_DOC_PRINT_LOG |
STG_APPLN_GROUP_EVENT_DECISION |
Stage Application Group Event Decision |
FCT_APPLN_GROUP_EVENT_DECISION |
Fact Application Group Event Decision |
T2T_FCT_APPLN_GROUP_EVENT_DEC |
STG_APPLN_PARTY_ROLE_MAP |
Stage Application Party Role Map |
FCT_APPLN_PARTY_ROLE_MAP |
Fact Application Party Role Map |
T2T_FCT_APPLN_PARTY_ROLE_MAP |
STG_EXTERNAL_INS_REFUSAL_DTLS |
Stage External Insurance Refusal Details |
FCT_EXTERNAL_INS_REFUSAL_DTLS |
Fact External Insurance Refusal Details |
T2T_FCT_EXTERNAL_INS_REFUSAL_DTLS |
STG_PRIOR_INSURER_CLAIM_DTLS |
Stage Prior Insurer Claim Details |
FCT_PRIOR_INSURER_CLAIM_DTLS |
Fact Prior Insurer Claim Details |
T2T_FCT_PRIOR_INSURER_CLAIM_DTLS |
An insurance quote is an estimate of what an applicant’s rate can be with a potential Insurance Company. Quotes are subject to change depending on how much information an applicant gives at the time of the quote. The more forthcoming an applicant is with information, the more accurate is their insurance quote.
Insurance Underwriting Quotes Dimension table names and their descriptions are given here.
Logical Dimension Table Name |
Dimension Table Description |
---|---|
Quote Source Dimension |
This table stores the description of the source of the quote. For example, Producing Agency, Producing Agent, Customer, and so on. |
Quote Source Method Dimension |
This table stores the description of the source method of the quotes. For example, Turbo rater, quick quote, and so on. |
Quote Submission Method Dimension |
This table stores details of different methods from which the Insurance Company receives the quote. For example, mail, fax, internet, and so on. |
Quote Declination Type Dimension |
This table stores all types of quote declinations. For example, Rates too high, Billing Plan, Fraud and Bankruptcy, Uninsurable Risks, Age of Building, and so on. |
The mapping details for the Insurance Underwriting Quotes Dimension tables are given here.
Map Reference Number |
Source Table Name |
Logical Stage Table Name |
Dimension Table Name |
Logical Dimension Table Name |
---|---|---|---|---|
251 |
STG_QUOTE_SOURCE |
Stage Quote Source |
DIM_QUOTE_SOURCE |
Quote Source Dimension |
252 |
STG_QUOTE_SOURCE_METHOD |
Stage Quote Source Method |
DIM_QUOTE_SOURCE_METHOD |
Quote Source Method Dimension |
253 |
STG_QUOTE_SUBMISSION_METHOD |
Stage Quote Submission Method |
DIM_QUOTE_SUBMISSION_METHOD |
Quote Submission Method Dimension |
250 |
STG_QUOTE_DECLINATION_TYPE |
Stage Quote Declination Type |
DIM_QUOTE_DECLINATION_TYPE |
Quote Declination Type Dimension |
Insurance Underwriting Quotes T2Ts and their description are given here.
T2T Name |
T2T Description |
---|---|
T2T_FCT_INSURANCE_QUOTES |
This T2T stores all the quote related attributes and measures. |
T2T_FCT_INSURANCE_QUOTE_REPORTS |
This T2T stores report related information for each quote. |
The mapping details for the Insurance Underwriting Quotes T2Ts are given here.
Source Table Name |
Logical Stage Table Name |
Fact Table Name |
Logical Fact Table Name |
T2T Name |
---|---|---|---|---|
STG_INSURANCE_QUOTES |
Stage Insurance Quotes |
FCT_INSURANCE_QUOTES |
Fact Insurance Quotes |
T2T_FCT_INSURANCE_QUOTES |
STG_INSURANCE_QUOTE_REPORTS |
Stage Insurance Quote Reports |
FCT_INSURANCE_QUOTES_REPORTS |
Fact Insurance Quote Reports |
T2T_FCT_INSURANCE_QUOTE_REPORTS |
Insurance Company determines and assesses the risk for itself when offering insurance to an insurer through the Underwriting process. Lesser the risk, lesser the cost to an insurer.
Topics:
· About Insurance Underwriting Dimension Tables for Risk Analysis
· About Insurance Underwriting T2T (Result Table) for Risk Analysis
· Party Criminal Conviction Tables
· Party Driving Violation Tables
· Party Lifestyle Activity Tables
Underwriting Dimension table names (for Risk Analysis) and their descriptions are given here.
Logical Dimension Table Name |
Dimension Table Description |
---|---|
Underwriting Risk Sub Type Dimension |
This table stores the underwriting sub risk type. Sample values: Preferred, Rated, Substandard, Standard, Uninsurable, and so on. |
Underwriting Risk Type Dimension |
This table stores the underwriting risk type. Sample values: best, better, worse, worst, other, unknown. |
Underwriting Rating Class Dimension |
Stores the underwriting class code details. The source of this list includes several bureaus, insurers, and other state manuals or rating organization. The National Council on Compensation Insurance (NCCI) for Workers' Compensation state-specific manuals or other state rating organizations are the source of this code list. Sample values: 8010, 8018, 8008, 8044, 9083, and so on. |
The mapping details for the Underwriting Dimension tables (for Risk Analysis) are given here.
Map Reference Number |
Source Table Name |
Logical Stage Table Name |
Dimension Table Name |
Logical Dimension Table Name |
---|---|---|---|---|
524 |
STG_UNW_RISK_SUB_TYPE_MASTER |
Stage Underwriting Risk Sub Type Master |
DIM_UNW_RISK_SUB_TYPE |
Underwriting Risk Sub Type Dimension |
525 |
STG_UNW_RISK_TYPE_MASTER |
Stage Underwriting Risk Type Master |
DIM_UNW_RISK_TYPE |
Underwriting Risk Type Dimension |
785 |
STG_UNW_RATING_CLASS_MASTER |
Stage Underwriting Rating Class Master |
DIM_UNW_RATING_CLASS |
Underwriting Rating Class Dimension |
Insurance Underwriting T2T and its description are given here.
T2T Name |
T2T Description |
---|---|
T2T_FCT_UNW_PRODUCT_CLASS_DETAILS |
This T2T stores the underwriting class product details. It provides life products allowed issue limitations based on the underwriting risk properties including gender, age, tobacco usage, underwriting class, and face or coverage amount. |
The mapping details for the Insurance Underwriting T2T table is given here
Source Table Name |
Logical Stage Table Name |
Fact Table Name |
Logical Fact Table Name |
T2T Name |
---|---|---|---|---|
STG_UNW_PRODUCT_CLASS_DETAILS |
Stage Underwriting Product Class Details |
FCT_UNW_PRODUCT_CLASS_DETAILS |
Fact Underwriting Product Class Details |
T2T_FCT_UNW_PRODUCT_CLASS_DETAILS |
Party Criminal Conviction is the outcome of a criminal prosecution, which concludes in a judgment that the defendant is guilty of the crime(s) charged.
Party Criminal Conviction Dimension table name and its description are given here.
Logical Dimension Table Name |
Dimension Table Description |
---|---|
Crime Type Dimension |
This table stores the crime type if the Party is involved in any criminal activity. |
The mapping details for the Party Criminal Conviction Dimension table is given here.
Map Reference Number |
Source Table Name |
Logical Stage Table Name |
Dimension Table Name |
Logical Dimension Table Name |
---|---|---|---|---|
550 |
STG_CRIME_TYPE_MASTER |
Stage Crime Type Master |
DIM_CRIME_TYPE |
Crime Type Dimension |
Party Criminal Conviction T2T and its description is given here.
T2T Name |
T2T Description |
---|---|
T2T_FCT_CRIMINAL_CONVICTION_DTLS |
This T2T stores the criminal conviction details if the Party is involved in any criminal activity. |
The mapping details for the Party Criminal Conviction T2T is given here.
Source Table Name |
Logical Stage Table Name |
Fact Table Name |
Logical Fact Table Name |
T2T Name |
---|---|---|---|---|
STG_CRIMINAL_CONVICTION_DTLS |
Stage Criminal Conviction Details |
FCT_CRIMINAL_CONVICTION_DTLS |
Fact Criminal Conviction Details |
T2T_FCT_CRIMINAL_CONVICTION_DTLS |
Party Driving Violation is the violation of specific Road and Motor vehicle laws, by the driver (Party) of a vehicle. This information is collected for the purpose of either underwriting or continuing suitable insurance coverage.
Party Driving Violation Dimension table names and their descriptions are given here.
Logical Dimension Table Name |
Dimension Table Description |
---|---|
Driving violation type dimension |
This table stores the master list of driving violation types. |
Driving Violation Charge Category Dimension |
This table stores the driving violation charge category details. Sample values: Felony, Misdemeanor, Other, Unknown. |
The mapping details for the Party Driving Violation Dimension tables are given here.
Map Reference Number |
Source Table Name |
Logical Stage Table Name |
Dimension Table Name |
Logical Dimension Table Name |
---|---|---|---|---|
551 |
STG_DRIVIN_VIOLATN_TYPE_MASTER |
Stage Driving Violation Type Master |
DIM_DRIVING_VIOLATION_TYPE |
Driving Violation Type Dimension |
552 |
STG_DVIOLTN_CHRGE_CTGRY_MASTER |
Stage Driving Violation Charge Category Master |
DIM_DVIOLTN_CHRGE_CTGRY |
Driving Violation Charge Category Dimension |
Party Driving Violation T2T and its description is given here.
T2T Name |
T2T Description |
---|---|
T2T_FCT_DRIVING_VIOLATION_DTLS |
This T2T stores the driving violation details related to the party identifier. |
The mapping details for the Party Driving Violation T2T is given here.
Source Table Name |
Logical Stage Table Name |
Fact Table Name |
Logical Fact Table Name |
T2T Name |
---|---|---|---|---|
STG_DRIVING_VIOLATION_DTLS |
Stage Driving Violation Details |
FCT_DRIVING_VIOLATION_DTLS |
Fact Driving Violation Details |
T2T_FCT_DRIVING_VIOLATION_DTLS |
Lifestyle Activity covers physical activities of the Party such as auto racing, aviation, boat racing, mountain climbing, para scuba diving, and many more, which may be considered as risky by the insurance company.
The Lifestyle Activity tables store the details of the particular Lifestyle Activities of the Party.
Lifestyle Activity tables can be mainly classified into Lifestyle Activity Details and its specific sub-categories.
Party Lifestyle Activity Dimension table names and their descriptions are given here.
Logical Dimension Table Name |
Dimension Table Description |
---|---|
Life Style Activity Type Dimension |
This table stores the details of the life style activity type. |
Life Style Activity Dimension |
This table stores the details about lifestyle activity of a Party, its start date and end date. |
Life Style Activity Violation Dimension |
This table stores the information regarding life style activity violation. |
Life Style Activity Violation Type Dimension |
This table stores the Life Style Activity violation type. |
Life Style Activity Aircraft Type Dimension |
This table stores a master list of types of aircraft flown for the activity. Aircraft Type is used to specify the type of aircraft. If all the aircraft are of the same Aircraft Type, then the type must be |
Life Style Activity Air Sports Type Dimension |
This table stores the different types of equipment used for the climbing activity. |
Life Style Activity Air Sports Balloon Type Dimension |
This table stores the balloon-type used for any air sports experience. |
Life Style Activity Aviation Highest Qualification Level Dimension |
This table stores the highest qualification level achieved in aviation by the Party. |
Life Style Activity Aviation Type Dimension |
This table stores the Aviation Type details. It is used to specify the type of aviation when it applies to all the aircraft flown by the client. If the Aviation Type varies by Aircraft, then the type must be specified in each individual Aircraft object instead. |
Life Style Activity Aviation Certificate Type Dimension |
This table stores the aviation certificate type details. |
Life Style Activity Craft Certificate Type Dimension |
This table stores the craft certificate type. |
Life Style Activity Peril Type Dimension |
This table stores the Life Style Activity Peril type details. |
Life Style Activity Climbing Type Dimension |
This table stores the details of different types of climbing activities. |
Life Style Activity Medical Certificate Restriction Type Dimension |
This table stores the details of the medical certificate restriction type defines the types of restrictions or constraints that may apply to a medical certificate. |
Life Style Activity Military Organization Type Dimension |
This table stores the type of military organization the Party is part of. |
Life Style Activity Safety Equipment Used Type Dimension |
This table stores the details of different types of safety equipment used during the activity. |
Life Style Activity Equipment Assembly Dimension |
This table stores the details of the equipment assembly. |
Life Style Activity Flying Purpose Dimension |
This table stores the details of the purpose of flying. |
Life Style Activity Climbing Equipment Type Dimension |
This table stores the details of different types of equipment used for the climbing activity. |
Life Style Activity Current Military Status Dimension |
This table stores the details of the current military status. |
Life Style Activity Race Track Type Dimension |
This table stores the details of different race track type. |
Life Style Activity Racing Vehicle Type Dimension |
This table stores the details of the type of racing vehicles. |
Life Style Activity Class Of Competition Type Dimension |
This table stores the racing competitions class type details. Sublist values, where specified, corresponding to the type of vehicle specified in the Vehicle Type property. |
Life Style Activity Surface Type Dimension |
This table stores the surface type details the race was primarily performed on. |
Life Style Activity Travel Purpose Type Dimension |
This table stores the travel type purpose details. |
Life Style Activity Travel Transportation Mode Dimension |
This table stores the dominant mode of travel details while in a foreign country. |
Life Style Activity Underwater Diving Type Dimension |
This table stores the diving type details. |
Life Style Activity Underwater Dive Training Type Dimension |
This table stores the master list of professionally recognized diving certifications and training courses. |
Life Style Activity Underwater Dive Location Type Dimension |
This table stores the details of dive location type, the environments, which apply to this Underwater Diving experience. |
Life Style Activity Underwater Dive Purpose Type Dimension |
This table stores the underwater dive purpose details. |
Life Style Activity Underwater Diving Equipment Type Dimension |
This table stores the diving equipment type details. |
Season Type Dimension |
This table stores the season type details. |
Terrain Type Dimension |
This table stores the aviation certificate type details. |
The mapping details for the Party Lifestyle Activity Dimension tables are given here.
Map Reference Number |
Source Table Name |
Logical Stage Table Name |
Dimension Table Name |
Logical Dimension Table Name |
---|---|---|---|---|
501 |
STG_LSA_TYPE_MASTER |
Stage Life Style Activity Type Master |
DIM_LIFESTYLE_ACTIVITY_TYPE |
Life Style Activity Type Dimension |
527 |
STG_LSA_AIRSPORTS_EXP_DETL_V |
Stage Life Style Activity Airsports Experience Details View |
DIM_LIFESTYLE_ACTIVITY |
Life Style Activity Dimension |
528 |
STG_LSA_AVIATION_EXP_DETAILS_V |
Stage Life Style Activity Aviation Experience Details |
DIM_LIFESTYLE_ACTIVITY |
Life Style Activity Dimension |
530 |
STG_LSA_COMPETITION_DTLS_V |
Stage Life Style Activity Competition Details |
DIM_LIFESTYLE_ACTIVITY |
Life Style Activity Dimension |
531 |
STG_LSA_MILITARY_EXP_DETAILS_V |
Stage Life Style Activity Military Experience Details |
DIM_LIFESTYLE_ACTIVITY |
Life Style Activity Dimension |
532 |
STG_LSA_RACING_EXPRNCE_DTLS_V |
Stage Life Style Activity Racing Experience Details View |
DIM_LIFESTYLE_ACTIVITY |
Life Style Activity Dimension |
533 |
STG_LSA_UW_DIVNG_EXP_DETAILS_V |
Stage Life Style Activity Underwater Diving Experience Details View |
DIM_LIFESTYLE_ACTIVITY |
Life Style Activity Dimension |
534 |
STG_LSA_FORGN_TRVEL_EXP_DTLS_V |
Stage Life Style Activity Foreign Travel Experience Details View |
DIM_LIFESTYLE_ACTIVITY |
Life Style Activity Dimension |
502 |
STG_LSA_VIOLATION_MASTER |
Stage Life Style Activity Violation Master |
DIM_LSA_VIOLATION |
Life Style Activity Violation Dimension |
503 |
STG_LSA_VIOLATION_TYPE_MASTER |
Stage Life Style Activity Violation Type Master |
DIM_LSA_VIOLATION_TYPE |
Life Style Activity Violation Type Dimension |
505 |
STG_LSA_AIRCRAFT_TYPE_MASTER |
Stage Life Style Activity Aircraft Type Master |
DIM_LSA_AIRCRAFT_TYPE |
Life Style Activity Aircraft Type Dimension |
506 |
STG_LSA_AIRSPORTS_TYPE_MASTER |
Stage Life Style Activity Air Sports Type Master |
DIM_LSA_AIRSPORTS_TYPE |
Life Style Activity Air Sports Type Dimension |
507 |
STG_LSA_AS_BALLOON_TYPE_MASTER |
Stage Life Style Activity Air Sports Balloon Type Master |
DIM_LSA_AS_BALLOON_TYPE |
Life Style Activity Air Sports Balloon Type Dimension |
508 |
STG_LSA_AVIATION_HQL_MASTER |
Stage Life Style Activity Aviation Highest Qualification Level Master |
DIM_LSA_AVIATION_HQL |
Life Style Activity Aviation Highest Qualification Level Dimension |
509 |
STG_LSA_AVIATION_TYPE_MASTER |
Stage Life Style Activity Aviation Type Master |
DIM_LSA_AVIATION_TYPE |
Life Style Activity Aviation Type Dimension |
510 |
STG_LSA_AVITN_CRTF_TYPE_MASTER |
Stage Life Style Activity Aviation Certificate Type Master |
DIM_LSA_AVIATN_CERTF_TYPE |
Life Style Activity Aviation Certificate Type Dimension |
511 |
STG_LSA_CERT_CRAFT_TYPE_MASTER |
Stage Life Style Activity Craft Certificate Type Master |
DIM_LSA_CERT_CRAFT_TYPE |
Life Style Activity Craft Certificate Type Dimension |
512 |
STG_LSA_PERIL_TYPE_MASTER |
Stage Life Style Activity Peril Type Master |
DIM_LSA_PERIL_TYPE |
Life Style Activity Peril Type Dimension |
513 |
STG_LSA_CLIMBING_TYPE_MASTER |
Stage Life Style Activity Climbing Type Master |
DIM_LSA_CLIMBING_TYPE |
Life Style Activity Climbing Type Dimension |
515 |
STG_LSA_MED_CERTR_TYPE_MASTER |
Stage Life Style Activity Medical Certificate Restriction Type Master |
DIM_LSA_MED_CERTR_TYPE |
Life Style Activity Medical Certificate Restriction Type Dimension |
516 |
STG_LSA_MILTRY_ORG_TYPE_MASTER |
Stage Life Style Activity Military Organization Type Master |
DIM_LSA_MILITARY_ORG_TYPE |
Life Style Activity Military Organization Type Dimension |
517 |
STG_LSA_SAFETY_EQP_TYPE_MASTER |
Stage Life Style Activity Safety Equipment Used Type Master |
DIM_LSA_SAFETY_EQP_TYPE |
Life Style Activity Safety Equipment Used Type Dimension |
518 |
STG_LSA_EQUIPMT_ASSMBLY_MASTER |
Stage Life Style Activity Equipment Assembly Master |
DIM_LSA_EQUIPMENT_ASSEMBLY |
Life Style Activity Equipment Assembly Dimension |
519 |
STG_LSA_FLYING_PURPOSE_MASTER |
Stage Life Style Activity Flying Purpose Master |
DIM_LSA_FLYING_PURPOSE |
Life Style Activity Flying Purpose Dimension |
535 |
STG_LSA_CLMBNG_EQP_TYPE_MASTER |
Stage Life Style Activity Climbing Equipment Type Master |
DIM_LSA_CLMBNG_EQPMNT_TYPE |
Life Style Activity Climbing Equipment Type Dimension |
536 |
STG_LSA_CUR_MILITRY_STS_MASTER |
Stage Life Style Activity Current Military Status Master |
DIM_LSA_CUR_MILITRY_STS |
Life Style Activity Current Military Status Dimension |
537 |
STG_LSA_RACE_TRACK_TYPE_MASTER |
Stage Life Style Activity Race Track Type Master |
DIM_LSA_RACE_TRACK_TYPE |
Life Style Activity Race Track Type Dimension |
538 |
STG_LSA_RACE_VHCL_TYPE_MASTER |
Stage Life Style Activity Racing Vehicle Type Master |
DIM_LSA_RACE_VHCL_TYPE |
Life Style Activity Racing Vehicle Type Dimension |
539 |
STG_LSA_RACN_CLS_COMPTN_MASTER |
Stage Life Style Activity Class Of Competition Type Master |
DIM_LSA_RACN_CLS_OF_COMPTN |
Life Style Activity Class Of Competition Type Dimension |
540 |
STG_LSA_SURFACE_TYPE_MASTER |
Stage Life Style Activity Surface Type Master |
DIM_LSA_SURFACE_TYPE |
Life Style Activity Surface Type Dimension |
541 |
STG_LSA_TRAVEL_PUR_TYPE_MASTER |
Stage Life Style Activity Travel Purpose Type Master |
DIM_LSA_TRAVEL_PUR_TYPE |
Life Style Activity Travel Purpose Type Dimension |
542 |
STG_LSA_TRAVEL_TM_MASTER |
Stage Life Style Activity Travel Transportation Mode Master |
DIM_LSA_TRAVEL_TM |
Life Style Activity Travel Transportation Mode Dimension |
543 |
STG_LSA_UW_DIVING_TYPE_MASTER |
Stage Life Style Activity Underwater Diving Type Master |
DIM_LSA_UW_DIVING_TYPE |
Life Style Activity Underwater Diving Type Dimension |
544 |
STG_LSA_UW_DV_TRNG_TYPE_MASTER |
Stage Life Style Activity Underwater Dive Training Type Master |
DIM_LSA_UW_DV_TRNG_TYPE |
Life Style Activity Underwater Dive Training Type Dimension |
545 |
STG_LSA_UW_DVE_LOC_TYPE_MASTER |
Stage Life Style Activity Underwater Dive Location Type Master |
DIM_LSA_UW_DVE_LOC_TYPE |
Life Style Activity Underwater Dive Location Type Dimension |
546 |
STG_LSA_UWDIVE_PUR_TYPE_MASTER |
Stage Life Style Activity Underwater Dive Purpose Type Master |
DIM_LSA_UWDIVE_PUR_TYPE |
Life Style Activity Underwater Dive Purpose Type Dimension |
547 |
STG_LSA_UWDVNG_EQP_TYPE_MASTER |
Stage Life Style Activity Underwater Diving Equipment Type Master |
DIM_LSA_UWDVNG_EQP_TYPE |
Life Style Activity Underwater Diving Equipment Type Dimension |
515 |
STG_LSA_MED_CERTR_TYPE_MASTER |
Stage Life Style Activity Medical Certificate Restriction Type Master |
DIM_LSA_MED_CERTR_TYPE |
Life Style Activity Medical Certificate Restriction Type Dimension |
548 |
STG_SEASON_TYPE_MASTER |
Stage Season Type Master |
DIM_SEASON_TYPE |
Season Type Dimension |
549 |
STG_TERRIAN_TYPE_MASTER |
Stage Terrain Type Master |
DIM_TERRIAN_TYPE |
Terrain Type Dimension |
Party Lifestyle Activity T2Ts and their description are given here.
T2T Name |
T2T Description |
---|---|
T2T_FCT_LIFESTYLE_ACTIVITY_DETAILS |
This T2T stores the lifestyle activities details of a Party. This section captures details surrounding the activities a Party engages in, that may be considered risky by the Insurance Companies. |
T2T_FCT_LSA_AIRSPORTS_EXP_DETAILS |
This T2T stores the air sports experience details of a Party. It includes ballooning, hang gliding, parachuting, and ultra-lite experience. |
T2T_FCT_LSA_COMPETITION_DTLS |
This T2T stores the details of several life style activities competitions. |
T2T_FCT_LSA_FORGN_TRAVEL_EXP_DTLS |
This T2T stores foreign travel or foreign residence experience details of a Party. |
T2T_FCT_LSA_MILITARY_EXP_DETAILS |
This T2T stores the military experience details of a Party. |
T2T_FCT_LSA_RACING_EXPERIENCE_DTLS |
This T2T stores the racing experience details of a Party. |
T2T_FCT_LSA_UW_DIVING_EXP_DETAILS |
This T2T stores the underwater-diving experience details of a Party. |
T2T_FCT_LSA_AVIATION_EXP_DETAILS |
This T2T stores aviation experience details of a Party that may be flying or operating of aircraft. |
T2T_FCT_LSA_CLIMBING_EXP_DTLS |
This T2T stores the climbing experience details of a Party. |
The mapping details for the Party Lifestyle Activity T2Ts are given here.
Source Table Name |
Logical Stage Table Name |
Fact Table Name |
Logical Fact Table Name |
T2T Name |
---|---|---|---|---|
STG_LIFESTYLE_ACTIVITY_DETAILS |
Stage Lifestyle Activity Details |
FCT_LIFESTYLE_ACTIVITY_DETAILS |
Fact Lifestyle Activity Details |
T2T_FCT_LIFESTYLE_ACTIVITY_DETAILS |
STG_LSA_AIRSPORTS_EXP_DETAILS |
Stage Life Style Activity Airsports Experience Details |
FCT_LSA_AIRSPORTS_EXP_DETAILS |
Fact Life Style Activity Airsports Experience Details |
T2T_FCT_LSA_AIRSPORTS_EXP_DETAILS |
STG_LSA_COMPETITION_DTLS |
Stage Life Style Activity Competition Details |
FCT_LSA_COMPETITION_DTLS |
Fact Life Style Activity Competition Details |
T2T_FCT_LSA_COMPETITION_DTLS |
STG_LSA_FORGN_TRAVEL_EXP_DTLS |
Stage Life Style Activity Foreign Travel Experience Details |
FCT_LSA_FORGN_TRAVEL_EXP_DTLS |
Fact Life Style Activity Foreign Travel Experience Details |
T2T_FCT_LSA_FORGN_TRAVEL_EXP_DTLS |
STG_LSA_MILITARY_EXP_DETAILS |
Stage Life Style Activity Military Experience Details |
FCT_LSA_MILITARY_EXP_DETAILS |
Fact Life Style Activity Military Experience Details |
T2T_FCT_LSA_MILITARY_EXP_DETAILS |
STG_LSA_RACING_EXPERIENCE_DTLS |
Stage Life Style Activity Racing Experience Details |
FCT_LSA_RACING_EXPERIENCE_DTLS |
Fact Life Style Activity Racing Experience Details |
T2T_FCT_LSA_RACING_EXPERIENCE_DTLS |
STG_LSA_UW_DIVING_EXP_DETAILS |
Stage Life Style Activity Underwater Diving Experience Details |
FCT_LSA_UW_DIVING_EXP_DETAILS |
Fact Life Style Activity Underwater Diving Experience Details |
T2T_FCT_LSA_UW_DIVING_EXP_DETAILS |
STG_LSA_AVIATION_EXP_DETAILS |
Stage Life Style Activity Aviation Experience Details |
FCT_LSA_AVIATION_EXP_DETAILS |
Fact Life Style Activity Aviation Experience Details |
T2T_FCT_LSA_AVIATION_EXP_DETAILS |
STG_LSA_CLIMBING_EXP_DTLS |
Stage Life Style Activity Climbing Experience Details |
FCT_LSA_CLIMBING_EXP_DTLS |
Fact Life Style Activity Climbing Experience Details |
T2T_FCT_LSA_CLIMBING_EXP_DTLS |
This section provides information about Insurance Producer and Producer Agreement tables in the Oracle Insurance Data Foundation application.
Insurance Producer refers to a person or a firm that must be licensed under the respective laws of the land to sell, solicit, or negotiate Insurance Contracts.
The agreement means a formal agreement between an Insurance firm and an Insurance Producer on the lines of authority specified in the agreement to sell, negotiate, or solicit the Insurance products with prospective customers. In some companies, an agent must also be appointed for selling particular products.
An insurance license is an authority to sell, solicit, or negotiate particular Insurance products and awarded by jurisdiction-specific insurance regulatory authority to Insurance Producers whereas producer agreements are between producers and insurance firms. The availability of a valid insurance license is a pre-requisite of the producer agreements. There are two types of agreements:
· Producer Agreements: This can be between producers, or a producer and a carrier. The basic components of Producer agreements are Producer and Carrier. The Producer Agreement specifies distribution details along with product types. Essentially, one Producer Agency handles multiple individual Producers on behalf of the carrier, where individual Producers are not appointed by a carrier is what is excluded from this.
· Carrier Appointments: This is about a direct appointment by an insurance carrier or appointment by producer agency. Basic components of Carrier Appointments are Carrier, Producer Agreement identifier, and Appointment Identifier. If the said appointment is through producer agency or agreement, then the end-user must populate the Producer Identifier. For direct appointments, producer agreement identifiers can be chosen not to be populated. Carrier appointments specify distribution details along with product types and other details. However, it is expected that when carrier appointments are done as part of producer agreement, then distribution and product types are within the allowed values as per producer agreement.
Producer and Producer Appointment tables store the details related to Producer, Producer Agreements, Carrier Appointments, and license, which covers both the use cases mentioned above. Producer Appointments and Agreements are used to track down the sales.
To determine the eligibility of a Producer, the Examinations and Certifications are used. For more information, see Party Producer Exam, Certification, and License Tables.
These are the Producer and Producer Agreement entities:
· Stage Producer Appointment Details loads the Producer Appointment details. The appointment collection represents several appointments between the agent and several companies. The appointment may be to an insurance company carrier or can be used for appointments to distributors. Appointments are assigned to each Producer by each company by jurisdiction. In some companies, an agent also must be appointed for selling particular products.
· Stage Producer Insurance Distribution Details loads the Insurance distribution details. It may be used with Carrier Code as entity recognition for referencing the associated Insurance Distribution Agreement.
· Stage Producer Line of Authority Details loads the individual lines of authority, which are required to offer this product for sale.
Producer and Producer Agreement Dimension table names and their descriptions are given here.
Logical Dimension Table Name |
Dimension Table Description |
---|---|
Insurance Distribution Level Type Dimension |
This table stores the type of area, where the producer can distribute or is appointed for selling the insurance products. Sample values: AREA, BRANCH, OTHER, UNKNOWN, CLIENTSEGMENT, and so on. |
Insurance Distribution Payment Form Dimension |
This table stores the Insurance Distribution Payment Form details. Sample values: CASH, CASHIERSCHK, CERTIFIEDCHK, and so on. |
Insurance License Provision Type Dimension |
This table stores the insurance License Provision Type Code details. Sample values: OTHER, UNKNOWN, PERM, TEMP, and so on. |
Insurance Solicitor Type Dimension |
This table stores the insurance solicitor type details. This information is used in situations where a producer hierarchy involves separate individuals for soliciting and writing policies. These individuals can also be Brokers, General Agents, and so on, which is indicated via the Producer Appointment Type. There are licensing and appointment needs for each level of the hierarchy, as well as differences in the way compensation, is handled and the names that appear on the contract. Sample values: OTHER, UNKNOWN, ADHERENT, and DRNONCOMM. |
Insurance Producer Appointment Dimension |
This table stores the Insurance Producer Appointment details. |
Insurance Line Of Authority Dimension |
This table stores the Insurance Line of Authority details. |
Producer Attrition Event Dimension |
This table stores the list of producer attrition event, reason for the status of the Producer or Producer Appointment as of the Producer Attrition Reason Date. Sample values: OTHINSCARRIER, MARRIAGE, NEWPOSITION, OTHEREMP, ILLNESS, INCAPACITY, and so on. |
Producer Attrition Event Reason Dimension |
This table stores the list of Producer Attrition Reason code. Sample values: OTHER, UNKNOWN, ACTIVE, REJECTED, INACTIVE, PENDING, SERVONLY, and TRANSFEROUT. |
Producer Vested Type Dimension |
This table stores the list of Producer vested type code. Sample values: FULL, NONE, OTHER, and UNKNOWN. |
Insurance Sub Channel Dimension |
This table stores details of the type of Insurance Distribution subchannel. Sample values: OTHER, UNKNOWN, FP, GA, MGA, and PPGA. |
Underwriting Privilege Type Dimension |
This table stores the details of the level of underwriting authority granted to Producers. Sample values: OTHER, UNKNOWN, NORMAL, and SUPERIOR. |
The mapping details for the Producer and Producer Agreement Dimension tables are given here.
Map Reference Number |
Source Table Name |
Logical Stage Table Name |
Dimension Table Name |
Logical Dimension Table Name |
---|---|---|---|---|
713 |
STG_INS_DSTBTN_LVL_TYPE_MASTER |
Stage Insurance Distribution Level Type Master |
DIM_INS_DSTBTN_LVL_TYPE |
Insurance Distribution Level Type Dimension |
714 |
STG_INS_DIS_PAYMNT_FORM_MASTER |
Stage Insurance Distribution Payment Form Master |
DIM_INS_DIS_PAYMNT_FORM |
Insurance Distribution Payment Form Dimension |
715 |
STG_INS_LCNS_PRVSN_TYPE_MASTER |
Stage Insurance License Provision Type Master |
DIM_INS_LCNS_PRVSN_TYPE |
Insurance License Provision Type Dimension |
716 |
STG_INS_SOLICITOR_TYPE_MASTER |
Stage Insurance Solicitor Type Master |
DIM_INS_SOLICITOR_TYPE |
Insurance Solicitor Type Dimension |
717 |
STG_PRDCR_APPTMNT_DETAILS |
Stage Producer Appointment Details |
DIM_INSURANCE_PRDCR_APPT |
Insurance Producer Appointment Dimension |
718 |
STG_PRODUCER_LOA_DETAILS |
Stage Producer Line Of Authority Details |
DIM_INS_LINE_OF_AUTHORITY |
Insurance Line Of Authority Dimension |
719 |
STG_PRDCR_ATTRN_EVENT_MASTER |
Stage Producer Attrition Event Master |
DIM_PRDCR_ATTRN_EVENT |
Producer Attrition Event Dimension |
720 |
STG_PRDCR_ATTRN_REASON_MASTER |
Stage Producer Attrition Event Reason Master |
DIM_PRDCR_ATTRN_REASON |
Producer Attrition Event Reason Dimension |
721 |
STG_PRDCR_VESTED_TYPE_MASTER |
Stage Producer Vested Type Master |
DIM_PRDCR_VESTED_TYPE |
Producer Vested Type Dimension |
722 |
STG_INS_SUB_CHANNEL_MASTER |
Stage Insurance Sub Channel Master |
DIM_INS_SUB_CHANNEL |
Insurance Sub Channel Dimension |
723 |
STG_UNW_PRIVILEGE_TYPE_MASTER |
Stage Underwriting Privilege Type Master |
DIM_UNW_PRIVILEGE_TYPE |
Underwriting Privilege Type Dimension |
Producer and Producer Agreement T2Ts and their description are given here.
T2T Name |
T2T Description |
---|---|
T2T_FCT_PRDCR_APPTMNT_DETAILS |
This T2T stores the Producer's Appointment details. The appointment collection represents several appointments between the agent and several companies. The appointment may be to an insurance company carrier or can be used for appointments to distributors. For example, MGAs and National Accounts have similar processes for appointments. Appointments are assigned to each Producer by each company by jurisdiction. In some companies, an agent also must be appointed for selling particular products. |
T2T_FCT_PRDCR_INS_DISTRBTION_DTLS |
This table stores the Insurance distribution details. It may be used with Carrier Code as entity recognition for referencing the associated Insurance Distribution Agreement. |
T2T_FCT_PRODUCER_LOA_DETAILS |
This table stores the individual lines of authority, which are required to offer this product for sale. |
Producer and Producer Agreement T2Ts and their description are given here.
Source Table Name |
Logical Stage Table Name |
Fact Table Name |
Logical Fact Table Name |
T2T Name |
---|---|---|---|---|
STG_PRDCR_APPTMNT_DETAILS |
Stage Producer Appointment Details |
FCT_PRDCR_APPTMNT_DETAILS |
Fact Producer Appointment Details |
T2T_FCT_PRDCR_APPTMNT_DETAILS |
STG_PRDCR_INS_DISTRBTION_DTLS |
Stage Producer Insurance Distribution Details |
FCT_PRDCR_INS_DISTRBTION_DTLS |
Fact Producer Insurance Distribution Details |
T2T_FCT_PRDCR_INS_DISTRBTION_DTLS |
STG_PRODUCER_LOA_DETAILS |
Stage Producer Line Of Authority Details |
FCT_PRODUCER_LOA_DETAILS |
Fact Producer Line Of Authority Details |
T2T_FCT_PRODUCER_LOA_DETAILS |
All RDBMS related Result tables can also be deployed on Hive (Stage and Results). Deploy the Hive T2Ts using the Rules Run Framework. For more information, see the Rules Run Framework section in the Oracle Financial Services Advanced Analytical Applications Infrastructure User Guide Release 8.1.1.0.0.
NOTE:
In general, Stage and Result tables are also supported in Hive. However, there are some exceptions. For a list of tables that are not supported in Hive, see List of Unsupported T2Ts
Follow this SCD process to populate data into a Dimension table:
NOTE:
You can also follow this SCD process to populate data into any Hive-related Dimension table.
1. To populate data into a Dimension table, execute the SCD batch. For a detailed procedure, see the Slowly Changing Dimension (SCD) Process.
2. To check the SCD batch execution status of a Dimension table, follow the procedure Check the Execution Status of the SCD Batch.
3. To verify log files, and check the error messages (if any), follow the procedure Verify Log Files and Check Error Messages.
Follow this T2T process to populate data into any T2T Result table:
NOTE:
Only RDBMS T2Ts can be executed using the PMF.
1. To populate data into any T2T Result table, execute the PMF process for that T2T. For a detailed procedure, see the following sections:
a. Prerequisites for loading T2T.
b. Select the Run Parameters and Execute the Run.
2. To check the T2T execution status and verify the log files of any Result table, follow the procedure in the Verify the Run Execution section.
3. To check the error messages, if any, follow the procedure in the Check Error Messages section.
You can see the following topics related to other function-specific tables: