TFPP Plan

Note

The data in this table is owned by the FP&A team. Any queries can be directed here.

Formula

=ANT.ACT.Finance.Latest_Plan()

Examples

For a full list of available parameters see Inputs.

This table provides the latest available plan information from the FP&A team broken down by 3 letter code, capacity provider and placing basis (Non-Binder, Binder and Pine Walk).

This below formula returns the latest plan data for the full year.
```
=ANT.ACT.Finance.Latest_Plan()
```
The below formula returns latest plan data for IG.
```
=ANT.ACT.Finance.Latest_Plan('IG')
```

Inputs

Tip

The best practise for once you have used this formula is to create a table from the results and use this table within your analysis. This ensures that your data changes only when you want it to and you are not dependent on the table columns being in the same order each exercise.

1. Use the formula to get the data you need

2. Select all the data that the formula returns (including headings)

3. Go to Data >> Get Data >> From Other Sources >> From Table/Range

4. Right click on the 'Array' name and rename it to something sensible

5. Check to see if the first row has been promoted to headers, this is usually done automatically but
if not  on the "Home" tab you can select "Use the first row as headers".

6. If you are seeing errors in the layer_id or program_id columns then you need to change the data type.
To do this go to the Applied Steps on the right hand side, choose 'Changed Type' and change
{'layer_id', Int.64.Type} to {'layer_id', type text} and {'program_id', Int.64.Type} to {'program_id', type text}.

7. Click Close & Load.

This will create a table in your worksheet. If the data changes you will need to refresh the table by going to Data >> Refresh All or Data >> Queries & Connections >> right click on your table and refresh.

By default, this table will return plan data for all capacity providers

PARAMETER	DESCRIPTION
`capacity_provider`	Possible values include IG or F3123 or TPC. If left blank this will default to all. TYPE: `str`

Note

To get data for all capacity providers, you can leave capacity_provider blank.
To get data for a specific capacity provider, you can pass the capacity provider code as a string.

Outputs

PARAMETER	DESCRIPTION
`plan_type`	Alias: Plan Type The name of the plan, e.g. February Reforecast. TYPE: `str`
`plan_name`	Alias: Plan Name The name of the plan, e.g. Pine Walk . TYPE: `str`
`plan_grouping`	Alias: Plan Grouping The group of the plan, e.g. GCC. TYPE: `str`
`master_carrier_grouping`	Alias: Master Carrier Grouping The capacity provider. This can be IG, F3123, F2126, Allianz. TYPE: `str`
`gwp_commission`	Alias: GWP Commission This indicates whether the Planned Premium column relates to Gross Gross Written Premium or Commissionable Premium. TYPE: `str`
`version`	Alias: Version The plan version. TYPE: `int`
`latest`	Alias: Latest A latest indicator where 1 indicates that this is the latest available plan. TYPE: `int`
`entity`	Alias: Entity The Entity (FUL, FIID, FIBL). TYPE: `str`
`mga_code`	Alias: MGA Code This is a high level mapping of MGAs / Third Party binders based on their Layer Id. If the value is `Fidelis` this means that the business is Fidelis sourced, an example of a MGA would be `Navium`. To see the mapping refer to ANT.ACT.Mappings.get_mga_mapping() TYPE: `str`
`plan_placing_basis`	Alias: Plan Placing Basis Either Non-Binder (Open Market + Lineslips), Pinewalk or Binder (any non-Pine Walk binders. TYPE: `str`
`is_pinewalk_flag`	Alias: Is Pinewalk Flag You can use this flag to separate Pine Walk business from the rest of TFP. TYPE: `int`
`plan_class`	Alias: Plan Class The 3 letter class code. TYPE: `str`
`business_segment`	Alias: Business Segment This is the IG's mapping to business segment (INS / REIN). TYPE: `str`
`pillar`	Alias: Pillar This pillar definition is consistent with the definition between the IG and TFP and should be used in most scenarios. TYPE: `str`
`major_class`	Alias: Major Class This is consistent with the IG definition of major classes. TYPE: `str`
`minor_class`	Alias: Minor Class This is consistent with the IG definition of minor classes. TYPE: `str`
`mgup_split_pillar`	Alias: MGUP Pillar This pillar definition is used in MGUP Production meetings. The main difference is the how RI classes are mapped from Speciality / Bespoke to Reinsurance and how some Reinsurance classes are mapped back to Specialty / Bespoke. Unless you want to tie up with MGUP pillar definitions, you should not use this pillar. TYPE: `str`
`mgup_split_master`	Alias: MGUP Master Class This class definition is used in MGUP Production meetings, similar to Major Class. TYPE: `str`
`mgup_split_light`	Alias: MGUP Light Class This class definition is used in MGUP Production meetings, similar to Minor Class. It will split, e.g. P,C&E MGUP class into Construction, Non-Renewable, Renewables, Property and D&F. TYPE: `str`
`mgup_split`	Alias: MGUP Split This is the full list of MGUP master and MGUP light classes combined together separated by a hyphen. TYPE: `str`
`digest_class`	Alias: Digest Class Class grouping used for Digest reporting. TYPE: `str`
`mgup_reporting`	Alias: MGUP Reporting Class This is the MGUP Master class broken down into the main reporting classes. TYPE: `str`
`S3123_class`	Alias: S3123 Class Syndicate class definition used for S3123 reporting. This is a high level mapping of classes into the class groups used for S3123 & S2126 reporting. TYPE: `str`
`guardrail_pillar`	Alias: Guardrail Pillar This pillar definition is used for guardrail reporting per agreement with Blackstone. TYPE: `str`
`month_from`	Alias: Month From The start month of the period the plan row applies to. TYPE: `date`
`month_to`	Alias: Month To The end month of the period the plan row applies to. TYPE: `date`
`year_definition`	Alias: Year Definition The basis on which the plan year is defined (e.g. underwriting year vs binder year). TYPE: `str`
`year_from`	Alias: Year From The start year of the period the plan row applies to. TYPE: `date`
`year_to`	Alias: Year To The end year of the period the plan row applies to. TYPE: `date`
`binder_year`	Alias: Binder Year The binder year the plan row relates to. TYPE: `str`
`uw_year`	Alias: Underwriting Year The Underwriting Year of the policy. TYPE: `str`
`plan_premium`	Alias: Plan Premium The premium expected in that month TYPE: `float`
`year`	Alias: Year The year the premium relates to TYPE: `int`
`quarter_id`	Alias: Quarter Id The quarter id in numerical form (1, 2, 3, 4) TYPE: `int`
`quarter`	Alias: Quarter The quarter in short format (Qtr 1, Qtr 2, Qtr 3, Qtr 4). TYPE: `str`
`month_id`	Alias: Month Id The month id in numerical form (1, 2, 3, 4, 5, 6, ... , 12) TYPE: `int`
`month`	Alias: Month The month description, e.g. January, February, March etc. TYPE: `str`
`period_id`	Alias: Period Id The Year and Month combined together as an interger in YYYYMM format. TYPE: `int`
`current_month_flag`	Alias: Current Month Flag A flag indicating the current month. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current month in your analytics / report. A value of 1 indicates the current month, 0 otherwise. Note: This flag only is 1 for the current month in the current year only. If you need the current month in previous years you can use the Current Month Last Year Flag or Current Month All Year Flag. TYPE: `int`
`current_quarter_flag`	Alias: Current Quarter Flag A flag indicating the current quarter. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current quarter in your analytics / report. A value of 1 indicates the current quarter, 0 otherwise. Note: This flag only is 1 for the current quarter in the current year only. If you need the current quarter in previous years you can use the Current Quarter Last Year Flag or Current Quarter All Year Flag. TYPE: `int`
`current_year_flag`	Alias: Current Year Flag A flag indicating the current year. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current year in your analytics / report. A value of 1 indicates the current year, 0 otherwise. TYPE: `int`
`is_this_month_or_before_flag`	Alias: Is This Month or Before Flag A flag indicating that the policy incepted in, or before the current month. This calculates YTD policies incepting up to the current month. This flag is used in the TFP production meetings for YTD. These flags get updated daily with the pipeline. Use this flag to automatically get the YTD data in your analytics / report. A value of 1 indicates data up to and including this month, 0 otherwise. TYPE: `int`
`last_month_flag`	Alias: Last Month Flag A flag indicating the previous month. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the previous month in your analytics / report. A value of 1 indicates the previous month, 0 otherwise. Note: This flag only is 1 for the previous month in the current year only. If you need the previous month in previous years you can use the Last Month All Year Flag. TYPE: `int`
`last_quarter_flag`	Alias: Last Quarter Flag A flag indicating the last quarter. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the last quarter in your analytics / report. A value of 1 indicates the last quarter, 0 otherwise. Note: This flag only is 1 for the last quarter in the current year only. If you need the last quarter in previous years you can use the Last Quarter All Year Flag. TYPE: `int`
`last_year_flag`	Alias: Last Year Flag A flag indicating the last year. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the last year in your analytics / report. A value of 1 indicates the last year, 0 otherwise. Note: This flag only is 1 for the last year in the current year only. If you need the last year in previous years you can use the Last Year All Year Flag. TYPE: `int`