Alter the order of sections on rating matrix screen

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Phillip Oliver

13 June 2012 08:35

It is more common for EL to be rated before PL when underwriting Liabilities. The current matrix screen shows PL and then EL. It would be preferred if this could be changed to suit our underwriting preferences.

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  graham argyle 13 June 2012 11:51

  It would help if the layout followed the policy format

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  Chris 31 July 2012 10:14

  The order of the calculation items in the matrix can be changed by just moving the question in the questions editor to a position above the PL question.

  This will take affect on all new quotes, existing ones can be changed by updating the question set in the case.

  If the questions are on different pages you could delete the EL one and then re create with the same question name in the required position.

  Or 

  Its sometimes better to have EL and PL in their own Risk Groups - this will help when producing bordereaux as you can then identify the sectional splits easily.

  Risk Groups are created on the Cover Details page - main is the standard one but others can be added if required.

  The matrix on the case will then have each item in its own section.

  Hope this helps!

  Kind regards

  Chris

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