How You Use the Policy Comparison Analytics

This topic explains how you use the predefined analytics for the policy comparison feature in a policy comparison plan.

Use the Policy Comparison Summary Tile Set

For using the analytics for the policy comparison feature, you must create a page layout that uses the predefined Policy Comparison Summary tile set. The predefined page layouts don't include this tile set.

The Policy Comparison Summary tile set includes the following:

• Policy Comparison Tile: The tile provides a plan-level summary of the policies that are in the To be reviewed or Automatically accepted status.
• Policy Comparison Summary by Segment Graph: The graph provides a segment-wise breakup of the policies in the Automatically accepted or To be reviewed status. By default, the graph is linked to the Manage Policy Comparison and Policy Comparison Summary by Location tables.
• Policy Review Status by Segment Table: The table provides a segment-wise breakup of the policies in various statuses. By default, the table is linked to the Manage Policy Comparison and Policy Comparison Summary by Location tables.

The following example shows how you use the Policy Comparison Summary tile set to effectively use the policy comparison feature:

1. Run the policy comparison plan.
2. Open the page layout that has the Policy Comparison Summary tile set.
3. Identify the segment that has the most policies with the To be reviewed status.
4. Select the graph bar or table cell for the policies with the To be reviewed status:
   • To view a list of the locations to which the policies pertain, click Actions > Drill To > Default Group > Manage Policy Comparison Summary by Location.

     The Policy Comparison Summary by Location table opens in a subtab and displays the policies that have the To be reviewed or Automatically accepted status for various locations of the segment.

     You can select a cell and click Actions > Drill To > Manage Policy Comparison to view policies for the items in a location and act on them.

   • To view a list of the item-location combinations to which the policies pertain, and act on them, do the following:
     1. Click Actions > Drill To > Manage Policy Comparison.

        The Manage Policy Comparison table opens in a subtab and displays the segment's item-location combinations that have the policies with the searched status.

     2. Select the rows for the item-location combinations, and work with the suggested policies.
     3. Click Actions > Update Policy Measures.
     4. Save the Manage Policy Comparison table.
5. Return to the Policy Comparison Summary tile set, click the Refresh icon for the tile, and click View > Refresh for the table and graph.

   The updated information about the policies is displayed.