Creating an Algorithm

Algorithms can be created and added to standard programs and template generated programs. Local algorithms are available in the program where you created it and can be copied to other programs within the product. Global algorithms are available across the product. Universal algorithms are available across the project.

When you create a new algorithm, it gets created in all versions of a program. Algorithms can be added to both standard and templates programs. There is no limit to the number of algorithms that can be created for a program.

  1. To create a universal algorithm, select the universal icon under the project where you want to create a variable on Program Explorer. To create a global or local algorithm, enter the program details tab from the program where you want to create an algorithm. There are two options; select the global or local algorithm option from Program Details Folder. To open the New Table Variable tab you must select the path for the type of algorithm you want to create.

On the universal tab and the global tab:

NewNavigation PathAlgorithmNavigation PathNormal Rating

NewNavigation PathAlgorithmNavigation PathUnderwriting

On the Program Details tab:

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NewNavigation PathGlobalsNavigation PathAlgorithmNavigation PathUnderwriting

NewNavigation PathLocalsNavigation PathAlgorithmNavigation PathNormal Rating

NewNavigation PathLocalsNavigation PathAlgorithmNavigation PathUnderwriting

Creating an Algorithm

Creating an Algorithm

  1. Enter a Name for the algorithm.
  1. Choose a Working Category. You can select the working category from the drop down menu or you can browse for a working category by clicking Browse. This brings up the Browse Category screen.

From here you can navigate to the Category you want. Once you have selected the category, click OK. The category auto fills in the working category section.

If this is not the screen you want, click Cancel to close this screen and return to the previous screen.

Note: It is a good practice to save an algorithm after defining the name, and working category.

  1. The first step is populated in the Algorithm Details area. This must be a mathematical step. If you do not want an arithmetic step as your first step, add the desired step and then delete the arithmetic step. To do so, highlight Step 1 and click Delete Step in the menu bar at the top of the tab.
  1. To add a new step to the algorithm, click New Step and select the type of step you want to add. The screen refreshes with the new step parameters. Depending upon the step type, you can select the appropriate variables, functions, constants or fields. The values required are listed on the step.

For example, if the step has an “Enter Variable” box, you must choose the variable type from the menu in the Available Variables, Functions and Constants area. The options are populated underneath. Click the “Enter Variable” box and then double-click the corresponding variable you want. The box refreshes with your selected value. For more information on the types of steps, see Working with Steps.

Note: For callouts, step types will not matter. The entire step consists of the callout. No other entry can be made. Callouts are program version specific and will be available in local algorithms and driver assignments only.

  1. Check the filter rule option to add a filter rule. See Adding Filter Rules for more information
  1. Continue entering steps until complete. When you are finished making your entries, click Save.

Adding a Variable, a Result Variable or a Custom Value

A new field variable, result variable, or custom value can be created while entering or editing an algorithm, without leaving the Edit screen.