Table Variables

Variables are placeholders that get filled in during rating, based on fields and other criteria. In RateManager, a table variable is a table based or look-up variable. Any data that can be quantified in a table can be loaded into RateManager as a table variable. Common tables in a manual include territory codes, deductible factors and base rates. Also, rating data, such as credits and surcharges, can be defined in a table. It is usually advantageous to have as much rating data in a table as possible. Tables can be maintained and updated relatively quickly.

Table variables can be created and viewed at three levels:

• Universal - Universal variables are created and managed at the universal level and are project specific. Universal variables can be managed only from the Universal tab. Universal variables can be viewed on the Program Details tab but no edits, copies, or deletions can be done.
• Global - Global variables are created and managed at the global level and are product specific. Global variables can be accessed from the Global tab or from the Program Details tab.
• Local - Local variables are created and managed at the program version level and are specific to the program. Local variables can be accessed from the Program Details tab.

There are a few differences between universals, globals and locals. One difference between them is that universal variables are available to all programs in the project. Global variables are available to all programs within the product while program level variables are available only to the program where they were created. Another is that universals can use only universal elements; global variables can use universal and global elements. Local variables can use universal, global, or local elements.

Table variables can be template generated or created by you. Variables that are user created are open for editing, copying, creating new revisions and deletion if they are not locked.

Template generated table variables are locked and cannot be unlocked. No editing or deleting is allowed but they can be copied. This is to ensure the integrity of the template. New variables can be added to a template and new revisions can be created. These new variables are open for editing, copying or deletion, unless the program version is locked.

Table Variable Options

• Creating a Table Variable
• Editing a Table Variable
• Copying a Table Variable
• Deleting a Table Variable
• Linked Variables
• Working with Table Data
• Creating a Table Variable Revision
• Changing the Active Revision of a Table Variable
• Deleting a Table Variable Revision