Rate Set Worksheet

OIPA allows a user to import a set of rates via a specifically designed Excel workbook. Excel workbook may be created from an export of a set of rates. The exported workbook is formatted in the same specific design as needed for import. While exporting a set of rates, the user can correct the rates and expect a subsequent import of the corrected rates. The workbook provides the information to create a new rate group and attach a set of rates to the rate group. Each worksheet in the workbook is a set of rates for a unique set of criteria values.

Worksheet Definitions

  • Rate Activation Date: The rate activation date for the rate set in the worksheet.
  • Active From Date: The transaction From date for the rate set in the worksheet.
  • Active To Date: The transaction To date for the rate set in the worksheet.
  • Criteria1 to Criteria10: The criteria names for each of the criterion along with the criteria values for the specific rate set.
  • Table type: Table type to import/export the rates. It can be Aggregate, select or ultimate.
  • Secondary index: A column is added to AsRateGroup to contain the name of the criteria that is the secondary index. This column must be the descriptive business name associated to one of the criteria column when table format is select or ultimate. The user should choose one of the criteria as secondary index when select or ultimate table type is selected.

Example Legend

Example Legend

Example Worksheet 1

Example Worksheet 1

Example Worksheet 2 (Note Criteria Value Change)

>Example Worksheet 2 (Note Criteria Value Change)

Example Worksheet 3 (Note Date Range Change)

Example Worksheet 3 (Note Date Range Change)