BatchManager User Guide
Contents
1. In RateManager if the Batch Results with a New Line setting is set to true batch results will go to a new line instead of forming one continuous string A True setting places a carriage return between result files A False setting will result in one continuous string without a break Please see the RateManager guide for more information Rating a Batch File 1 Navigate to the Batch Rating screen rere Rate Batch File ei DJpenRate Mew Batch File 3 OpernJRate Me File on enn XL Delete I Fefresh Send Report Response to O Version Override Debug Rate C Rating Enw Override XML Input File Last Date Used a Debug Scenario Name Rate Administrator Last Rate Date Policies Quotes Size Figure 3 Batch Rating Screen Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 13 Enter an email address into the Send Report Response to text box When the batch file is finished rating an email will be sent to this address A batch file cannot be rated without an email address To override the version of the program that would normally be rated enter the version number in the Version Override box To use the version specified in the input file or determined by automatic version selection clear this box If you want to debug this batch check the Debug Rate box If the file to be rated is already listed in the input file listing it can be rated by selecting it and clicking ma Piette etc or by2. If Enforce Release Packaging is enabled in the Application Settings screen you will have the ability to set a location for testing Publish Type Allows you to select the type of package to be created e Local Full Environment If you are creating a full package this allows you to set the environment the package will initially be placed on After packaging the package will be available for download by any environment on the network that has the security authorization to see the packages that have been created Deployment Notes If you a creating a full package this allows you to enter notes about the package The notes are viewable from SoftRater Explorer Load Full Package to an environment for Testing Check for Yes leave blank for No This option will be available if the system has been setup to allow release override Environment You can select the environment that the testing package will be loaded to This option will be available if the system has been setup to allow release override Add the folder name to full package description Place a checkmark in the box if you want to add the folder name to the package description Add the used mapped variable report to the full package Check if you would like to add the mapped data definition report to the full package This is a helpful feature when creating a SoftData request Add the input output mappings to the full package Check if you would like to add the input
3. Figure 10 Error Message for Batch Rate Deleting a Batch File If an input file is no longer needed it can be deleted To Delete an Input File 1 Navigate to the Batch Rating screen 2 Select the input file you wish to delete and click Delete 3 You will be asked to confirm deletion of the input file Microsoft Internet Explorer K re vou sure vou would like to remove the selected input Filefs From the display list i Cancel Figure 11 Delete Input File Message Click OK to delete the input file Click Cancel to return to the batch rating screen without deleting the input file Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 17 3 BatchManager Packaging Navigating to Packaging BatchManager has a batch packaging tool The batch packaging functionality gives you the ability to create multiple packages simultaneously and asynchronously When creating packages asynchronously you will be able to continue other RateManager operations while the system is packaging You will be notified by email when the batch packaging process is completed 1 Using the menu tree select BatchManager and then select Packaging H gt RateManager Ca ScenarioManager EG Batditanager gd Rating 4 Isi gt PricingManager gt Releases pH gt Administration GL Tools Ce Help 2 This will open the Packaging Jobs screen Al Edit Job Options a Start Sto Delete Hame Pr
4. PricingManager Leen Releases LL Administration H gt Tools Cen Help 2 This will open the Batch Rating screen Send Report Response to Version Override h Debug Rate L Rating Enw Override P XML Input File Last Date Used Debug Scenario Name Rate Administrator Last Rate Date Policies f Quotes Siel Figure 1 Batch Rating Screen Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 9 Navigation Bar The Navigation Bar is available at the top of the Main Frame for all pages in the system Rate Batch File Rates an existing displayed input file To use highlight the file you want to rate or place a check in the box next to the name and select this option ess You can also rate an existing displayed input file by double clicking it Open Rate New Batch File Opens a browser window where you can select an input file to rate The file must be in Insbridge XML format Open Rate New Custom Batch File Opens a browser window where you can select a custom input file to rate A separate screen will be displayed that allows you to define the file parameters and specify a mapping to use that will transform the input file into an Insbridge XML format View XML Allows you to view the selected XML file Delete Removes the selected file s Nell For input files this does not delete the actual XML file Refresh Refreshes the listing of i
5. used with the View XML button to view a file s XML XML Input File Displays the pathway of the input file Last Date Used Time stamp of when the input file was last used Result File Listing Shows a listing of result files sorted newest to oldest by the last rate date time stamp To open a result file double click it Check Box Used to select multiple files to delete Can also be used with the View XML button to view a file s XML Debug A checkmark indicates the result file is a full debug report Scenario Name The name of the result file Rate Administrator The user that rated the file Last Rate Date Time stamp of when the result file was produced Policies Quotes The total number of policies the result file is for Size The size of the result file Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 11 Preparing a Batch Input File BatchManager can rate multiple XML files at one time either as a combined single file or as a group of XML files bundled together under one folder The result files can then be used in a PricingManager scenario The first step is to create a batch input file or folder There are two types of batch inputs files e Individual File this is a combined single XML file e Group Folder this is a group of XML files under one folder Only files located on a network share can be batch rated i e the file path must be of the form server folder file xml
6. Files located on your local machine or on a mapped network drive are not available Individual File Batch files can be created in an XML editor An individual batch input file consists of multiple XML input files surrounded by a batch header You can create this file by assembling multiple input files and appending them together in one large batch XML file An XML wrapper must be added to both the beginning and end of the document in order for the file to be valid XML An example single batch XML input file is shown below lt ibdoc gt is used as the XML wrapper lt ibdoc rate lob 2 lt heading program parent id 123 program id 1 heading ac ij 0 dasca Policy gt m i 84 n EffectveDt v 20040702 di cc kl desc AnotherCategory em i 234 n Anlnput v W alue em i 345 n Anotherinput v Value ace lt c d desc AdattionalCategory gt am i 4568 n Input v Value gt SICH lt rate rate lab 2 PolicyNumber 100001 gt second input file Lo 2nd Input File rate rate lob 2 PolicyNumber 100002 gt third input file rd Input File rate additional input files Additional Input Files ibdoc gt Figure 2 Example of a Batch XML File PolicyNumber 100000 gt Policy Number 1st Input File XML Wrapper Since the batch file consists of many input files an additional element PolicyNumber is added to the rate node for each file Al
7. Full Package rernnnnvrnnnrrnnnvrnnnnvrnnnnennn 28 Local Hackage 28 New Packaging Job 20 Custom XML Files BatchManager 15 ScenarioManager nnnannnnnennnnennnnnnne 22 D Debug Result File BatchManager 11 Default Rating Env OUverde 10 Definition DatchManager 5 Delete Batch IN 17 BatchManaget cccscccssseeeseseeeeeees 10 BatchManager Packaging Jobs Screen 19 Packaging JOD EE 24 Deployment Notes Global Versioning Package 28 E Edit JOD ODUONS sic coscscrsecestacee aeetnedsentiexses 21 Edit Pack Options BatchManager Programs Tab 25 Packaging Job 27 Editing Pack Options Override rararrarernnnnnnre 29 Packaging Job 21 Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 35 Editon INOUGC EEN 2 Environment Global Versioning Package 28 Package Screen Options rrrnnnrnnnnnen 28 Errors Message for BatchManager 15 17 Example XML Input File osrerronrrorrnnnrrrrrnnrrnrnnnr 12 Executing BatchManager Result File Listing 19 Release Content Listing 0 00000000n 25 F Files Re locating for a Batch rrnnrnnrrrnrnnrr 14 Full Publish Typer 28 FL Package y E EE 28 ENVIrONMOM cuna tere 28 G Global Versioning Package Deployment Notes rrrrnnrrrnnnrrnnnrrnnnnnen 28 Environment 28 Publish TY EE 28 I Identifier BatchManager 16 MaC RE i 6 Input File Batch Header 1
8. created by the users or imported Program Date Mask Specifies how SoftRater interprets dates being passed into an input file Program Folders A RateManager file management system that functions in much the same way as Microsoft Windows Explorer This multi level setup allows for an unlimited number of program folders and subfolders to be placed underneath a subline Rank Driver An algorithm used by a Rank Driver Function to rate drivers based on Algorithm certain criteria Rank Driver Function A built in function used in the main driver assignment that defines the scope and sorting order of the ranking operation Most require an association with a predefined Rank Driver Algorithm Rank Vehicle An algorithm used by a Rank Vehicle Function to rate vehicles based Algorithm on certain criteria Rank Vehicle A built in function used in the main driver assignment that defines the scope and sorting order of the ranking operation Most require an association with a predefined Rate Vehicle Algorithm Reconcile A comparison feature that compares one program version against another version in the same program and generate a report of the differences Restrictions Limitations on viewing and editing pages and fields in the system Restrictions are assigned and changed by the Administrator Result Mapping A defined set of results inputs and variables displayed in the output file Revision A variable specific type of versioning See Versio
9. documentation and technical data delivered to U S Government customers are commercial computer software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the Programs including documentation and technical data shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement and to the extent applicable the additional rights set forth in FAR 52 227 19 Commercial Computer Software Restricted Rights June 1987 Oracle USA Inc 500 Oracle Parkway Redwood City CA 94065 The Programs are not intended for use in any nuclear aviation mass transit medical or other inherently dangerous applications It shall be the licensee s responsibility to take all appropriate fail safe backup redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes and we disclaim liability for any damages caused by such use of the Programs The Programs may provide links to Web sites and access to content products and services from third parties Oracle is not responsible for the availability of or any content provided on third party Web sites You bear all risks associated with the use of such content If you choose to purchase any products or services from a third party the relationship is directly between you and the t
10. double clicking the file If not click 2 OpenRate New Batch File A browse box will open for you to select the file to rate Batch New File Web Page Dialog Ge Gr Fate wi Close Figure 4 Entering a Batch File Name If a file is moved to a different location you will have to browse to find the file again Vlenp m before rating If a change is made to an existing file but the file is not moved there is 6 T 8 no need to browse to find the file Just double click the file to re rate If the path to the input file is known it can be typed in the box otherwise click the Browse button to find a file to rate When you are finished click the Bi Rate button A popup message will appear that your request has been submitted for processing If a different message is received see step 9 2 Confirm Web Page Dialog x Your request has been submitted for processing You will receive an e mail at mary oracleinsurance com when the batch rate has been completed ok Figure 5 Confirmation Message for Batch Rate Request You will receive an email when the file is finished rating The result file can now be used in a PricingManager scenario or the result XML can be viewed by double clicking the result file in BatchManager See Introduction to PricingManager for more information Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 14 9 If you rate a batch file and receive
11. the same database Or to export data in tab delimited form from a RateManager table to an outside location Flag A variable that holds a 1 for true and a 0 for false Flag Driver Algorithm An algorithm used by a Flag Driver Function to flag drivers based on certain criteria Flag Driver Function A built in function used in the main driver assignment that defines the scope of the flagging operation Most require an association with a predefined Flag Driver Algorithm Flag Vehicle An algorithm used by a Flag Vehicle Function to flag vehicles based on Algorithm certain criteria Flag Vehicle Function A built in function used in the main driver assignment that defines the scope of the flagging operation Most require an association with a predefined Flag Vehicle Algorithm An input or variable that is available to all programs under a specific subline Global Input A value that is passed into the rating system Global Result A value that is passed out of the system after rating A set of users that have the same access rights A step type available for use in calculated variables and algorithms For more information see If in the contents section Import allows users to bring in programs from an outside location into RateManager Or to import data in tab delimited form into a RateManager table A value that is passed into the rating system A data type supported for all types of variables and inputs Examp
12. 2 Deleting BatchManager naannnennaenn 10 Input File Listing BatchManagel cccsccessseeeseseeeneeeess 11 CGNECK BOX sea 11 Last Date Used REENEN 11 XML Input Elei 11 Input Files FE Nesen 12 Internet Explorer Settings CHARGING EEE 6 L Last Date Used BatenManager aaursumssaugsdnntar 11 Last Rate Date BatchManager 11 Last Run Date BatchManager Result File Listing 19 Line Release Content Listing rrrnnnnnrnn 25 Local Publish Tvpe 28 Local Package a nneonnnsenennnesnrenenensnneennne 28 N Name BatchManager Result File Listing 19 Navigating BatchManager 6 Packaging in BatchManager 18 Rating in PBatchManager 9 Navigation Bar BatchManaget ccccsccessseeeseseeseeees 10 BatchManager Programs Tab 25 Packaging in BatchManaget 19 Network Share Biet EE 12 New BatchManager Packaging Jobs Screen 19 New Job Creating in BatchManager a00nnaaann 20 None Rating Env Override rrrrnrnrnrrernnnnnnnn 10 Notational Conventons 5 O Open Rate Custom File BatchManager Screen rrrrarrennnrennnnr 10 Open Rate New Batch File BatchManager 10 Open Rate New Custom Files BatchManager 15 Options BatchManager 10 19 Send Batch responses io 10 Send Batch Responses to 005 19 Version Override rrrrnrrnnnnnrrnnnennnnnnnn 10 Override Editing Pack Opt
13. A collection of programs from all lines of business combined with result A driver who has not been assigned to a vehicle Universal group mappings and assigned to execute in sequence that returns a single or multiple results Variable A name used to represent a value that can change See Variables in the Contents section for more information Version One of a sequence of copies of a program each incorporating new modifications See Versioning in the Contents section for more information Wildcard An option available for mapped variables that tells RateManager that one or more rows ignore the value passed in for the criteria See Variables in the Contents section for more information Workflow A workflow is a type of program that allows you to call multiple programs from different lines of business together under one universal program Working Category A Classification used to define how elements should run See Categories in the Contents section for more information XML ID A number automatically assigned by RateManager to identify inputs and categories Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 34 A Add Programs BatchManager Programs Tab 25 Adding Programs to Packaging Job 26 B Batch File BLEIER 17 Network Share rrrrnnnnnnnnnnnnnnonnnnennnnnen 12 Batch Header MP FGS dekar 12 Batch Input File GE 10 DEE 12 Batch Package Heouest 22 BatchManager C
14. Data Type The type of data associated with a parameter RateManager supports three decimal integer and string data types for variables and inputs and a fourth date for inputs and result variables only A data type supported for inputs and result variables only For more information see Dates in the Contents section A data type supported for all types of variables and inputs Examples of decimal values are 3 1415 18 and 0 995 Default Value Used by a mapped variable if no match is found based on the criteria Dependency When copying a variable algorithm or driver assignment any element that requires another element to be present or defined will be listed All dependencies must be resolved Driver Assignment Driver assignment is an auto insurance specific method of assigning a particular driver to a particular vehicle on a policy based on certain criteria Criteria often differ on a carrier basis and sometimes even on a program level Calculated Variable Driver Assignment A driver assignment scenario is a list of instructions that define the Scenario main sequence of operations to properly define the driver assignment logic for a carrier A scenario is based upon the same algorithm principle used throughout the RateManager software Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 31 Exports allow users to export all elements of a program from one database to another database or within
15. Insbridge Rating and Underwriting User Manual Additional Information For more information see these Oracle Insurance resources e Oracle Insurance IBRU RateManager User Guide e Oracle Insurance IBRU User Guide Manual History New editions incorporate any updates issued since the previous edition Edition Publication Product Publication Date Comment Number Version 1 Edition P01 719 01 V 3 5 November 2005 2 4 Edition P01 719 02 V 3 5 June 2006 Update 2 Edition P01 719 03 V 3 6 June 2006 Update Version 4 Edition P01 719 04 V 3 7 December 2006 Update Version 5 Edition P01 719 05 V 3 8 July 2007 Update Version 6 Edition P01 719 06 V 3 8 3 October 2007 Update Version 7 Edition P01 719 07 V 3 8 5 November 2007 Update Version 8 Edition P01 719 08 V 3 8 7 January 2008 Update Version 9 Edition P01 719 09 V 3 8 8 March 2008 Update Version 10 Edition P01 719 10 V 3 9 0 May 2008 Update Version 11 Edition P01 719 11 V 3 10 01 October 2008 Update Version 12 Edition P01 719 12 V 3 11 December 2008 Update Version Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 7 1 Introduction to BatchManager BatchManager is used to rate multiple XML files at one time Rates are returned in a result report Result reports can be displayed in XML format or report format and can contain debug information if needed The BatchManager screen also has a batch packaging tool that gives you the ability to create multiple packag
16. Netscape and Mac OS browsers are unable to fully support Insbridge Applications NOTE If you have a popup blocker installed you will need to disable it for Insbridge Applications to work properly Basic Safety Precautions It is recommended that you secure your computer when you need to step away This prevents any unintentional deletions or entries and protects the integrity of your work Inactivity Timeout BatchManager a web based application will log you out without saving your work if you are inactive for a length of time Your system administrator establishes the specified time The default setting is 5 hours If timeout does occur log back onto the system and continue to work Internet Explorer Settings BatchManager is a web application that requires certain permissions and controls in order to properly interact with an end user s desktop and file system For more information on changing Internet Explorer Settings see the RateManager User Manual or the Insbridge Rating and Underwriting User Manual Clearing Temporary Files Because Insbridge applications are web based you may need to clear out your browser s temporary file periodically Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 6 Keeping the temporary file clear may improve performance by clearing off space from your hard drive For more information on clearing Temporary Files see the RateManager User Manual or the
17. ORACLE INSURANCE Oracle Insurance IBRU BatchManager Guide Version 3 11 December 2008 ORACLE Insbridge BatchManager User Guide Version 3 11 Part formerly P01 719 12 December 2008 Copyright 2008 Oracle All rights reserved Primary Authors Mary Elizabeth Wiger The Programs which include both the software and documentation contain proprietary information they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright patent and other intellectual and industrial property laws Reverse engineering disassembly or decompilation of the Programs except to the extent required to obtain interoperability with other independently created software or as specified by law is prohibited The information contained in this document is subject to change without notice If you find any problems in the documentation please report them to us in writing This document is not warranted to be error free Except as may be expressly permitted in your license agreement for these Programs no part of these Programs may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government the following notice is applicable U S GOVERNMENT RIGHTS Programs software databases and related
18. Rating and Underwriting BatchManager Guide Page 21 Start a Packaging Job Once you have created your packaging job you can start running it Only one job can be run ata time To Start a Packaging J ob 1 Navigate to the Packaging Jobs screen 2 Select the packaging job you want to run 3 Click the E ZE button You should receive a message that the batch package request was started successfully Microsoft Internet Explorer A Batch package request started successfully Figure 15 Starting a Batch Click OK On the packaging jobs screen a checkmark will be placed in the executing column An email will be sent to the send report response recipient when the packaging finishes or fails On packaging jobs where you have selected to override the pack options you will have to select the packing options before the job will start Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 22 Stop a Packaging Job Any executing packaging job can be stopped prior to completion or failure To Stop a Packaging J ob 1 On the Packaging Jobs screen select the packaging job you want to stop 2 Click the amp Stop button You should receive a message that the batch package request was stopped successfully Microsoft Internet Explorer E AN Batch package job stopped successfully Figure 16 Stopped Packaging Click OK to close the message An email will be sent to the send report response rec
19. ateh XML EE 12 Figure 3 Baten Eeer 13 Figure 4 Entering a Batch File Name ccccceseccsesececeseecseseeceeeseeeceseecenaseeesaseeseaseeseuesenegeeens 14 Figure 5 Confirmation Message for Batch Rate Heouest 14 Figure 6 Error Message for Batch Hate 15 Figure 7 New Rate Custom Batch File Dialogue Box 15 Figure 8 Example Custom Batch Elei 16 Figure 9 Confirmation Message for Batch Rate Heouest 16 Figure 10 Error Message for Batch Hate 17 Figure 11 Delete Input File Message rerannnvrnnnrvnnnnernnnnernnnnvrnnnnvnnnnsnnnnrnnnnnennnnnennnnsnnnnnsnnnnnennnnnere 17 Figure 12 Packaging Jobs Screen E 18 Figure 13 Creating New SOD DEE 20 Figure 14 Edit Job Options A 21 Figure 15 Starting a Batch AA 22 Figure 16 Stopped Packaging rrrrnnnnenrnnnnrrrrnnnrevrnnnnennnnnnrrnnnnsennnnssennnnsnsnnnnnnsennnnsnennnnsnennnnssernnnsne 23 Figure 17 Stopped Packaging rrrrnnnnrnnnnnnrrrnnnnrvnrnnnnrnnnnnnrnnnnnsnnnnnnsennnnnnennnnnnsnnnnnnsennnnnnennnnnnennnnnee 24 Figure 18 Programs Tab a 25 Figure 19 Adding Programs to a Packaging Job 26 Figure 20 Deleting Drograms treerne nnee 217 Figure 21 Editing Program Packaging Options Allowing for Overmde 27 Figure 22 Editing Program Packaging Options Not Allowing for Override rrrrrnnrrrrnnnrrvvrnnnrennnnn 29 Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 4 Preface Welcome to the Oracle Insurance Insbridge Rating and Underwriting BatchManag
20. ct Support at support skywire ww Qoracle com Address any additional inquiries to Oracle Corporation World Headquarters 500 Oracle Parkway Fe Shores CA 94065 Worldwide Inquiries Phone 1 650 506 7000 Fax 1 650 506 7200 oracle com Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 30 Glossary A create and change groups usernames passwords and restrictions Algorithm A sequence of steps used to perform a calculation Calculated Variables are used when a result cannot best be derived from simple data mapping in a table For example if age is not passed as an input but is a criteria needed in determining other factors you would use a Calculated Variable to calculate driver age from the inputs of effective date and driver date of birth Calculated Variables look at every node driver vehicle location etc independently and create a result for each Once a calculated variable is created the result can be used in any other variable Callouts A set of a single or multiple programs and or SoftLibraries that allows users to call needed operations at a specific time from either inside the system or outside the system Category A user defined group of information that defines inputs variables algorithms and the overall structure of the program Criteria An input or variable used in a mapped variable to determine which value to return Any input or variable can be used as a criteria
21. d for this rating The options will be filled in after you select the File at the top of the popup You can use the search button to find the file you need 6 When finished click rare Rate Your file will be rated and the result file will show in the result file listing 7 A popup message will appear that your request has been submitted for processing If a different message is received see step 9 Confirm Web Page Dialog x Your request has been submitted for processing You will receive an e mail at mary a oracleinsurance com when the batch rate has been completed ok Figure 9 Confirmation Message for Batch Rate Request Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 16 8 You will receive an email when the file is finished rating The result file can now be used in a PricingManager scenario or the result XML can be viewed by double clicking the result file in BatchManager See Introduction to PricingManager for more information 9 If you rate a batch file and receive the following message it means that an administrator needs to start the Insbridge Message Service using the Insbridge Framework Administrator Once the service is started the request will be submitted and processed Confirm Web Page Dialog x Your request has not been submitted Please see your System Administrator Your message has been successtulhy submitted for processing but the Insbridge G ok
22. er Guide This guide describes the features and functionality of Oracle Insurace Insbridge Rating and Underwritng BatchManager BatchManager BatchManager is an optional feature of Oracle Insurance Insbridge Rating and Underwritng RateManager RateManager that allows you to rate a group of policies in a batch rather than individually BatchManager is available from the RateManager Menu Tree Insbridge RateManager syne menu d i x L n RateManager Qe ScenarioManager gaben PricingManager gt Releases pH Administration Leen Tools Ch Help Audience This guide is intended for RateManager users and system administrators who are tasked with batching A fundamental knowledge of RateManager is required Notational Conventions This section explains the conventions used in this guide e Menu selections are shown with arrows For example the command to select the Print choice from the File menu looks as follows Select File gt Print e File names and path names are shown in bold e New or emphasized terms are shown in italics Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 5 Navigating BatchManager Navigate through BatchManager using the top and side bar menus Your browser s tool bars will not be displayed If you need to visit another web site open another window It is a good practice to save your work before you visit another web site or leave your desk del
23. es simultaneously and asynchronously Files can be batched individually or by folder You have the option to create and batch rate one XML input file or create a folder with multiple XML input files that can be batch rated If you are only batch rating files it is possible to batch various lines of business together If you are creating batch files for other purposes it is recommended that you batch lines of business together Working with PricingManager Batch files are required when working with PricingManager PricingManager compares the effects of a program change against existing rates You can compare two complete sets of data such as a data set containing current rates and another containing a proposed rate change When creating a batch file for use in a PricingManager scenario it is recommended that you keep lines of business together This will allow for a more accurate and relative comparison Batch files that are run with the debug option will not be available for use by PricingManager This allows you to run and debug files multiple times without being displayed in PricingManger BatchManager has two options e Rating e Packaging Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 8 2 BatchManager Rating Navigate to Rating 1 Using the menu tree select BatchManager and then select Rating LGL RateManager gt ScenarioManager EG BatchManager mp 30 Rating 8 Packaging gt
24. fresh Refreshes the Content window Add Programs Opens the Add Program window Remove Programs Removes the selected programs from the release Edit Pack Options Allows for changes to the packaging options Release Content Listing Program Desc The name of the program Line The line of business for a specific program ProgID The unique ID for a specific program ProgVer The version number for a specific program Executing A checkmark indicates this packaging job is currently running No checkmark indicates the packaging job is finished Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 25 Adding Programs to a Packaging J ob Multiple programs and program versions from different lines of business may be added to a packaging job A packaging job cannot be run until programs have been added to it 1 To Adda Program to a packaging job click the Add Program s button The Add Programs screen will be displayed Add Programs Web Page Dialog EHS Auto E amp Mary Bj Austin Elg BPilingRules EH Dallas H version 1 CollinCounty Dallas DallasCounty DentoncCounty East ExceptionRules Houston 3 Ki SAVE wi Cancel Figure 19 Adding Programs to a Packaging Job 2 Expand the line of business you would like Select the folder s you want to add Choose the program and place a checkmark next to the version or versions you want to add to your program 3 Click You will be returned
25. hird party Oracle is not responsible for a the quality of third party products or services or b fulfilling any of the terms of the agreement with the third party including delivery of products or services and warranty obligations related to purchased products or services Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation and or its affiliates Other names may be trademarks of their respective owners Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 2 Contents FIGURES TE EEE NN 4 ae EEE E E 5 Te 11219 0 E 5 NONNE 5 NEMO EU 06 Eet E ee EEE 6 BASIC SA Peab 6 NN EN 6 Meme Explorer SEN roen 6 NNN 6 MONNA 7 Manual History EE 7 CHAPTER H 8 INTRODUCTONTOBATCHMANAGER REENEN REENEN 8 Blat 9 BATCHMANAGER RATING EE 9 Naviga e 5 110 0 EEE 9 Preparing a Batch Ree 12 PAI ADATE REE 13 BIE NE BAGN EE 17 CHAPTER EE 18 BATCHMANAGER e 18 NEMO UNIO O 20100210 100 REE EEE ER 18 GT ele a ge 29291140 JOD EEE EEEE EE EAEE 20 EAO aA 200102 011010 GOD EEE EEE 21 Sy ek Fea COUN JO EEE EAE TE 22 OS Ca OO eege 23 DCICTS 2 TACHA GING JOD EE 24 FO eene 25 GCGHAP TER ene 30 UI ORE EEE EE EE E E 30 GLOSSARY EEE EE 31 NELL deg 35 Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 3 Figures Figure Batch Raung STEN EE 9 Figure 2 Example of a B
26. ide Page 37 BatchManagel cccscceseseeessseeeneseees 10 Rating Mulle 8 12 XML Input File _ BatchManager noennnnnennnnnnennnnnnnnnni 11 x EXAM DIC saue 12 l XML Wrapper XML Files Added to Batch 12 Creating Batch rronnnrnrnnnrrrrrnnnnvnrnnnnen 12 Deleting from BatchManager 10 Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 38
27. ions aaannnaanenaannnani 29 Override Pack Options BatchManager Result File Listing 19 Override Rating Env ccccseeeeeeeteeeeees 10 Overview BatchManager 8 P Package Creating TER 28 Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 36 Creating Local 28 Environment 28 SI RI 28 Beie EE 28 Screen Options rrrrrrrnnrernnrerrnnnenrnnnennn 28 Packaging Job Adding Programs eesssseesneneeeenenennnnn 26 Creating New 20 AIR 24 Edit Pack Options rrrrnrrrrnnrrrrnnnnnnnnen 27 Editing in BatchManager 21 Removing Programs eseseeeeeeeeenennnn 27 SANG EN 22 SON 23 Policies Quotes BatchManagetl cccscccseseeesseeeeeseees 11 Popup Blocker anses 6 Preparing Input Files rareranennnnennnnnnnnnrn 12 ProgID Release Content Listing 00 00000000n 25 Program Desc Release Content Listing 000 000000000n 25 Programs Adding to Packaging Job 26 BatchManager Result File Listing 19 Programs Tab BatchManage l cccccccseseceseseeeseseees 25 ProgVer Release Content Listing 000 000000000n 25 Publish Type Pll EE 28 Global Versioning Package 28 LOCAL 28 Rate Administrator BatchManager rrrnnnnornnnonnnnnvnnnnnennnnnre 11 Rate Batch File BatchManager rornnnnornnnonnnnnonnnnnennnnnre 10 Rating Multiple XML Eiles 8 12 Rating Env Override rrrn
28. ipient that the packaging was stopped Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 23 Delete a Packaging Job Any packaging job that is no longer needed can be deleted at any time To Delete a Packaging J ob 1 On the Packaging Jobs screen select the packaging job you want to delete 2 Click the Delete button You should receive a message that the batch package request was stopped successfully Microsoft Internet Explorer Y re you sure vou would like to remove the selected job From the system Cancel Figure 17 Stopped Packaging Click OK to delete the job or Cancel to cancel the request and return to the previous screen Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 24 Programs Tab The Program tab contains a listing of all the programs included in a selected packaging job Navigating to the Programs Tab 1 Navigate to the Packaging Jobs screen 2 Select a packaging job You can double click the packaging job or you can highlight the packaging job and click the programs tab Edit Job Options my Start j Hame Programs Executing Last Run Date Oventide Pack Options New JobCan delete 3 Jan 23 2009 2 48PM Testing Max Program 2003 108 Jan 23 2009 2036 M de WF Load 4 Mar 2 2008 12 39PM de HIO Packages d Jul 12 2008 1 36PM dei BatchJob_ Sar 10 Jul 18 2008 5 24PM dei Test 1 Aug H 2008 10 334M Figure 18 Programs Tab Navigation Bar Re
29. les of integer values are 3 1859865 and 47 Interpolation An estimated value derived from two known values Library The Library is where templates are stored and managed Linked Variables Two or more mapped variables that have been associated with one another because they use the same criteria Lock A lock will close all associated Variables Algorithms Driver Assignments Sequencing and Result Mappings in a program version from deletions and edits Mapped Variable A variable that uses other variables and inputs as criteria in determining the appropriate value See Mapped Variables in the Contents section for more information Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 32 A feature that allows the customer to determine how data should be interpreted See Masking in the Contents section for more information Normal Rating The most common type of algorithm Examples of what it can be used Algorithm for are e Determine premiums e Calculate differences in limits being passed into the system vs limits being rated by the system e Assign tiers A built in mathematical function used in calculations and comparisons Package A small file that holds all the RateManager logic for a specific program and version Program A planned group of procedures executed in a specific order to return a rating Programs in RateManager typically correspond to rate manuals Programs can be either
30. ning in the Contents section for more information Sequence The order in which algorithms run See Sequencing in the Contents section for more information Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 33 Function SoftLibrary A SoftLibrary is a specially developed program that performs a specific task SoftLibraries may run their own code or call upon other systems to obtain information outside of RateManager for example obtaining a credit score The source is the creator of a template and will also be the name of the new subline A data type supported for all types of variables and inputs Examples of string values are 2 718 The quick brown fox jumps over the lazy dog and 001 Sublines are classifications that fall in between lines of business and program folders Sublines allow for the separation of programs by source Tab delimited A type of text file in which columns are separated by tabs This is the required format for importing tables into RateManager Template Templates are exact copies of existing programs within a line of business that can be from within your own user group any other user group within the company or even from an outside company Unassigned Driver Unassigned Vehicle A vehicle that has not been assigned a driver Underwriting A type of algorithm used to determine if a policy meets the Algorithm requirements of the company
31. nput and result files Options Send Report Response to Provides a place where you can enter an email address that will receive notification when the rating is complete This is a required field Version Override If you want to override the version of the program that would normally be rated enter the version number in this box If you want to use the version specified in the input file or determined by automatic version selection clear this box Debug Rate Checking this option sends the batch rate through debug You must check this prior to rating a batch file Debug files are local to BatchManager If you want to use a batch file in PricingManager do not select to debug the file Rating Env Override Choose this option if you want to override the rating environment e None no override will be in place You also can use this option when you want to use the defined environment in your ratings e Default selects the default environment e Another Environment if other environments have been entered you may select one of those NOTE If you select Default or another environment any defined environments in your ratings will be ignored Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 10 XML Input File Listing Shows a listing of input files sorted newest to oldest by the last date used time stamp Check Box Used to select multiple files to delete or a single file to rate Can also be
32. ograms Executing Last Run Date Override Pack Options Mer JobCan delete 3 Jan 23 2009 2 48PM Testing Max Program 2003 108 Jan 23 2009 2036 M de WE Load 4 Mar 2 2008 12 39PM dei HIO Packages d Jul 12 2008 1 36PM dei BatchJob Sar 10 Jul 18 2008 5 24PM Test 1 Aug H 2008 10 334 M Figure 12 Packaging Jobs Screen Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 18 Navigation Bar The Navigation Bar is available at the top of the Main Frame for all pages in the system Programs Tab Contains a listing of all the programs included in the packaging job New Used to create a new packaging job See Creating a Packaging Job for more information Edit Job Options Used to edit packaging job name and details Start Starts the packaging request See Start Packaging for more information Stop Stops the packaging request See Stop Packaging for more information Delete Removes the selected packaging job Refresh Refreshes the listing of packaging jobs Options Send Report Response to Enter the email address of the person to be notified when the packaging job is complete This is a required field Result File Listing Shows a listing of packaging jobs sorted oldest to newest by the last run date time stamp To open a packaging job double click it Name The name of the package job Programs The number of programs that packaging job contains Executing A checkmark indicates this packaging job is cur
33. output mappings to the full package If no mapping exists this option will not be displayed 2 When you have finished setting the packaging options click Kl Save When you are finished editing programs click back over to the Packaging Jobs tab Your job can be packaged now If this is not the screen you want click Cancel to close the window and return to the previous screen Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 28 Editing Pack Options Not Allowing for Override System administrators set override options If the system does not allow for overrides the editing pack options screen will have a different look You will not be able to select the release If Enforce Release Packaging is disabled in the Application Settings screen you will not be able to select an environment to load a package for testing SkyDocPackage Web Page Dialog Publish Type Environment Deployment Notes Add the folder name to Full package description Add the used mapped variable report to the Full package Add the inputfoutout mappings to the Full package mj SAYE wi Cancel Figure 22 Editing Program Packaging Options Not Allowing for Override Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 29 4 Support If during the installation or configuration of the Insbridge Rating and Underwriting Solution you receive an error or need a question answered please conta
34. ox otherwise click to find a file to rate 2 Enter in the Line Program and Version numbers The Subscriber number will default to your current number Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 15 3 Enter in the Root Name This is the prefix file name or number for the files that you want to rate For example if your file consists of multiple files you may choose to rate only the files that are labeled nsO When you enter nsO into the Root Name the system will only return with the files that have nsO in the identifier field If no entry is made no files will be returned H INSBridge Exported Variables PNI_Testcase7 xml Microsoft Internet Explorer EX File Edit View Favorites Tools Help Address e HAINSBridgelExported Yariables PNI_Testcase xml mversion 1 0 encoding utt 8 7 gt ECK GE sos ne http www GRAT com RatingExchange xmins nsl http Z WWW GRAT com Global BON gt CS Messages gt CS Messages nsl Customer gt lt nsl CustomeriInfo gt lt nsl I0 gt 100 0000000 O0 lt ms1 I1D gt lt nsl NamediInsured gt COLLINS JAY NM lt nsl NamedInsured gt lt ns1 CustomeriInto gt Figure 8 Example Custom Batch File 4 Select the Type from the drop down menu There are three options Global Local and Custom 5 Any mapping needed to transform the input file into the Insbridge XML format will be in the Identifier field Select the Identifier to be use
35. rently running No checkmark indicates the packaging job is finished Last Run Date Time stamp of when the packaging job was run Override Pack Options A checkmark indicates this packaging job has overridden packaging options No checkmark indicates the packaging job is using current packaging options Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 19 Creating a Packaging Job A packaging job can be created at any time To Create a New Packaging J ob 1 Navigate to the Packaging Jobs screen 2 Select Mew from the menu bar This will open the New Job window New Job Web Page Dialog Mame Sky Doc Package Description This is package 1 for SkyDoc Figure 13 Creating New Job 3 Enter a name description and select if you want to override pack options 4 Click f to save the job Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 20 Editing a Packaging Job A packaging job can be edited at any time To Edit a Packaging J ob 1 Navigate to the Packaging Jobs screen 2 Select 3 Edit Job Options from the menu bar This will open the Edit Job window amp Edit Job Options Web Page Dialog Name Sky Doc Package Description This is package 1 for SkyDoc Programs from Auto Override Pack Options i SAVE Ga Close Figure 14 Edit Job Options 3 Make any changes and click lel Save to save the job Oracle Insurance Insbridge
36. rnnnrnrrrnnrrnrnnnnnnn 10 Refresh BatchManager 10 BatchManager Packaging Jobs Screen 19 BatchManager Programs Tab 25 Release Content Listing See EE 25 Bi CEET 25 ee BEER 25 Program DESC nerden a 25 PIOGVE EE 25 Remove Hrograms 2 BatchManager Programs Tab 25 Report BatchManager Packaging Jobs Screen 19 Result File Listing BatcnManagetl ccccsececseeeeeeees 11 19 CHECK BOX ENEE 11 PEDUG HE 11 See DEE 19 Last Rate Date 11 Last Run Date 19 Kl 19 Override Pack Options rronrrnnnnnennnnre 19 Policies Quotes rrrnrnnrnrrrnnnnvonrnnnnennnn 11 reiege un 19 Rate Administrator c ccccseeeeeees 11 Scenario Name 11 SIZE eee 11 Result Files New Line Breaks annnnnennnnnnnnnnnnnnnnn 13 Root Name BatchManager 16 S Scenario Name BatchManager 11 ScenarioManager Custom XML Files aanannnannnnannnaannnnn 22 Screen Options EnyironmEeni ua 28 P ckage EE 28 Send Batch Responses io 14 BatchManager 10 19 Size Result File BatchManager 11 Start BatchManager Packaging Jobs Screen 19 Starting Packaging Job 22 Stop BatchManager Packaging Jobs Screen 19 Stopping Packaging Job 23 SUPPO GE 30 T Temporary Files a 6 TANYA COWL ee ete eer ae ee 6 V Version Override BatchManaget cccsscceseeeeseeees 10 14 View XML Oracle Insurance Insbridge Rating and Underwriting BatchManager Gu
37. the following message it means that an administrator needs to start the Insbridge Message Service using the Insbridge Framework Administrator Once the service is started the request will be submitted and processed Confirm Web Page Dialog x Your request has not been submitted Please see your System Administrator Your message has been successfully submitted for processing but the Insbridge E ok Figure 6 Error Message for Batch Rate Open Rate New Custom Batch File Input files that are custom XML can be rated using the 23 SpenRate Hew Custom Batch File button A dialogue box will open where you can select the file to rate and enter any other information needed Batch New Custom File Web Page Dialog BatchManager will perform rating scenarios for CustomXml if a custom mapping has been created In order to use this advanced Functionality please enter the information below The file to rate the subscriber identifier and the line of business identifier are all required IF wou have more than one mapping per program and version please enter name that will uniquely identify the current mapping Subscriber 600 Program Yersion Root Name Type GLOBAL se Identifier Search Results D Mapping s Found AI Search e Rate Se Close Figure 7 New Rate Custom Batch File Dialogue Box 1 If you know the path to the file you want to rate type it in the b
38. though not required this element lets you distinguish between the files when viewing a PricingManager result report Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 12 Group Folders Use a group folder when you want to group together multiple rate files For example you may have 500 auto policies that you want to rate Rather then merge all of these files into one large batch XML file you can place them all in a folder and rate the folder To create a group folder place your Insbridge XML inputs into a folder Folder names should not contain spaces or special characters Groups folder are designated with a xml extension Your file name will be similar to yourserver BatchFiles Group1 XML Do not place any other file type in the folder This will cause an error and the folder will not batch It is possible to batch a group custom folder When using custom files each input file must have the same XSLT information to get Insbridge XML lf you want to use a group folder result make sure you save the confirmation email from any group folder batch The result file name will be listed on the email When you enter PricingManager the baseline and comparison files names will be the result file name on the email and not necessarily the folder name Batch Results with New Line In BatchManager the results are set to form one continuous string If you want to add a break between results you must go to RateManager
39. to the programs screen Your selected versions will be listed 4 When you are finished adding programs click back over to the Packaging Jobs tab Your job can be packaged now Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 26 Removing a Program To remove a program place a checkmark in front of the program you do not want and click Ey Remove Programs Microsoft Internet Explorer ees 2 re you sure you would like to remove the selected programis From the job Cancel Figure 20 Deleting Programs A warning message will confirm your action Click OK to remove the program or click Cancel to cancel the action Editing Pack Options Allowing for Override Any program can have the packaging options edited 1 To edit packaging options select the program you want to edit and click Edit Pack Options The following popup window will open allowing you to set options for the package e SkyDocPackage Web Page Dialog Publish Type Environment Deployment Notes Load the Full package to an environment for testing Environment ria Add the folder name to Full package description Add the used mapped variable report to the Full package Add the inputfoutout mappings to the Full package mj SAYE CH Cancel Figure 21 Editing Program Packaging Options Allowing for Override Oracle Insurance Insbridge Rating and Underwriting BatchManager Guide Page 27 Screen Options
40. ustom XML FEies 15 BLE EE 10 Identifier rrrrrnnrrrnarrrnannornnnrnnnnnrnvanen 16 Input File Listing rrrrnnrrornnrrrnnnrrnnnnen 11 Navigating EE 6 Navigating to Packaging rrrrnnnnrrvnnnnn 18 Navigating Ioatng 9 Navigation Bar 10 Open Rate New Batch File 10 Open Rate New Custom Files 15 lee EE 10 19 OVerview rrrnrrrnnnnnnnnnnrvnnnrnvnnnrnnannrnnannennnee 8 Packaging Navigation Dar 19 Programs Tab 25 Rate Batch File 0 nn0annannnannannannnannennna 10 PREM CSI aces ccd vcr een 10 Result Eielestng 11 19 Root Name aannnannannnannnnnnnnnnnnnnnnnnennnnnnns 16 View XML rrnnrnnnonnnnnennnnrnnnnnrnnnnnrnnannnnnnne 10 BatchManager Definition rrrnnrrenrnnnnennnn 5 BatchManager Packaging Jobs Screen NIE 19 NN 19 REGN 19 REN aran TE E E EE EE 19 Tee 19 OD EE 19 BatchManager Programs Tab Add Programs rrnnrrnnnnnvnvnnrnvnnrennnnnennnnr 25 Edit Pack Options rrrrnrrrrnnrrnrnnnnrnnnen 25 Navigation Bar 25 REN 25 Remove Programs arrrnnnrrnnnnrrvnnrrnnnnr 25 BatchManager Screen Open Rate Custom Ee 10 BatchReuslts Kl 13 Browser Compatibility ronnrrnnnnnrnrrnnnnrnrnnnnrnnnnnnne 6 C Changing Internet Explorer Gettngs 6 Check Box BatchManager 11 Result File Listing rernnnrrnnnrvnnnnernnnre 11 Clearing Temporary Files rarrvnnnnrrnnnnornnnrrnnnnernnn 6 Creating Batch Input File sssusa 12
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