Adjustment and Surcharge Rule Data Model
The adjustment rule and the surcharge rule are both referred to as an Adjustment Rule at the entity level. The adjustment value and surcharge value both point to the Adjustment Value.
Adjustment Rules
The adjustment rules are configured within the default time period by defining dimension values and default adjustment values for the scheduledefinition. The adjustment rule couples an adjustment value to the combination of the values of the schedule dimensions (one or more dimension as defined by schedule definition). It points to the adjustment value on one side and the applicable schedule dimension values on the other side. A unique adjustment rule is added for the combination of the values of the schedule dimensions, pointing to an adjustment value.
The adjustment rule has the following attributes:
Field | Description |
---|---|
Schedule Definition |
Points to the schedule definition of type 'Adjustment' or 'Surcharge' |
Default Time period |
The default time period to which the adjustment rule belongs |
Default Adjustment Value
A default adjustment value has the following attributes:
Field | Description |
---|---|
Adjustment Rule |
The reference to the adjustment rule. Unique in combination with the default time period. |
Amount |
The amount by which the premium is lowered or increased |
Currency |
The currency of the adjustment amount |
Percentage |
The percentage by which the premium is lowered or is increased |
Function |
Dynamic logic function to calculate the adjustment amount |
Default Time Period |
The default time period to which the adjustment value belongs |
Schedule Dimension Value
A schedule dimension value stores the value of the configured schedule dimensions. It has the following fields:
Field | Description |
---|---|
Schedule Dimension |
The schedule dimension to which the value belongs to |
Value From |
The schedule dimension value from (if the dimension is of type Value, then this will store the exact value) |
Value From Currency |
The currency of the dimension from amount |
Value To |
The schedule dimension value to (this only applies to schedule dimensions with usage Range) |
Value To Currency |
The currency of the dimension to amount |
Premium Schedule Line |
The reference to a premium schedule line |
Add-on Premium Schedule Line |
The reference to an add-on premium schedule line |
Adjustment Rule |
The reference to an adjustment rule |
Fee Schedule Line |
The reference to a fee schedule line |
Constraints
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Exactly one of premium schedule line, add-on premium schedule line, adjustment rule or fee schedule line must be specified