Mapping Formulas

This functionality allows the user to create data mappings for two types of flows - either Policy Admin or Quote and Bind. For both flows, the functionality covers the mapping process between insurance formulas (for premium calculation or underwriting) and insurance products, or product items (coverages).

In short, when clicking either the Map Policy Data or the Map Quote&Bind Data button, on UI, the user selects a master entity. This way, the user gets access to use the values of the selected entity's attributes as formula keys inputs, to obtain a certain output.

IMPORTANT!  
Mapping data is a mandatory step in order for the system to know from where to fetch the product data necessary for the formula engine to run.

User Journey

General description: This form driven flow is based on the FTOS_IP_FormulaDataMapping entity. This entity stores details such as: the data mappings that were added for a specific insurance product, or coverage, the ID of the related formula, the ID of the formula parameter mapping, and the data type for the values that have been used. The FTOS_IP_FormulaDataMapping flow is used for adding a data mapping to either a Policy Admin or a Quote and Bind flow.

View DataMappingTypeOnFormulas

This view is displayed on each Insurance Product Factory formula form. The view is used to see the list of all the mappings that have been added on the displayed formula, along with their type.

On Demand Scripts

This script checks if there is a data mapping of the same type already added on an insurance formula.

Scripts For Product Formulas

This script gets the configuration for the insurance product premium calculation formula and passes it to the createDataMapping() method (see below). The method runs some validations on it. Next, it inserts the mapping into the FTOS_CALC_DataMapping and FTOS_IP_FormulaDataMapping entities.

This script gets the configuration for the insurance product underwriting formula and passes it to the createDataMapping() method (see below). The method runs some validations on it. Next, it inserts the mapping into the FTOS_CALC_DataMapping and FTOS_IP_FormulaDataMapping entities.

Scripts For Product Items Formulas

This script gets the configuration for the insurance product item (coverage) premium calculation formula and passes it to the createDataMapping() method (see below). The method runs some validations on it. Next, it inserts the mapping into the FTOS_CALC_DataMapping and FTOS_IP_FormulaDataMapping entities.

This script gets the configuration for the insurance product item (coverage) underwriting formula and passes it to the createDataMapping() method (see below). The method runs some validations on it. Next, it inserts the mapping into the FTOS_CALC_DataMapping and FTOS_IP_FormulaDataMapping entities."

Endpoint

The FTOS_IP_FormulaDataMapping_CheckExisting endpoint calls the FTOS_IP_FormulaDataMapping_CheckExisting on demand script to check if there is a data mapping of the same type already added on an insurance formula.

Server Side Library

FTOS_IP_InsuranceProductFormulas

This library contains methods that perform actions on the entities storing the formulas used by the Insurance Product Factory solution. The methods are split in two objects, which cover the link between the data mappings and the insurance formula-related entities (shortly described on the Insurance Formulas page), as follows:

This object holds methods called from any of the insurance formulas.

This function returns a list with the existing formulas, based on the parameters that have been passed to the function and the conditions applied on them.

Input parameters:

  • entityName - The entity name of the record that called the function.

  • dataType - The data mapping type about to be created (possible values: policyData or quoteBindData). This is indicated (by the user) in the formula form, when pressing either the Map Policy Data or the Map Quote&Bind Data button, on UI.

  • formulaId - The Id of the insurance formula that called the function.

  • formulaName - The name of the formula data mapping about to get inserted.

Output parameters: The list with the existing formula mappings.

This function builds up two objects using dynamic data from the insurance formula form that executes the data mapping. Next, the function takes those objects and inserts the contained data in two entities - FTOS_CALC_DataMapping and FTOS_IP_FormulaDataMapping.

Input parameters:

  • formulaEntityName - The insurance formula entity name.

  • formulaId - The Id of the insurance formula.

  • dataType - The data type for the formula mapping.

  • contextTypeId - The Id of the Context Type, included in the formula configuration.

  • productItemId - The Id of the insurance product item (coverage) for which the selected insurance formula will run, if the Tarif Type is set to Per Coverage.

Output parameters: If successfully run, the method redirects the user to the newly inserted formula data mapping.

This object holds methods performed only on the formula data mappings existing in the system.

findExistindMappings:

This function returns a list with an existing formula data mapping that matches a given Id.

Input parameters: dataMappingId - The Id of the data mapping.

Output parameters: A list containing the formula data mapping, found in the system.