TFPP Live Analytics

Formula

=ANT.ACT.Live.TFPP_Analytics()

Examples

For a full list of available parameters see Inputs.

This below formula returns the live daily analytics for the company. This is the formula you should if you require the latest data. This data is not signed off and changes in data between daily metrics are due to information entered into Prequel. You should not use this formula for external reporting.

This foruma will return the live daily analytics for all classes grouped by entity, mga and broker.
```
=ANT.ACT.Live.TFPP_Analytics()
```
The below formula returns IG specific TFPP analytics data for RDF class code grouped up by entity, mga and broker.
```
A1 = 'IG' A2 = 'RDF'
=ANT.ACT.Live.TFPP_Analytics(A1, A2)
```
This will return Syndicate TFPP analytics data for class id RDF and MHH split by entity and mga code but grouped by broker.
```
A1 = 'F3123', A2 = 'RDF' A3 = 'MHH'
=ANT.ACT.Live.TFPP_Analytics(A1', A2:A3,,True,True)
```
This will return all data for class id RDF showing entity, mga split and brokers by layer id
```
A1 = 'RDF'
=ANT.ACT.Live.TFPP_Analytics(,A1,,,,True)
```

Warning

This dataset is based on the daily Prequel snapshots and is considered the most up-to-date. The data underlying this dataset is not validated between days and can be subject to changes depending on the data being entered into Prequel. As such, this dataset should not be used for external reporting because it is not signed off / validated.

Daily movements in this dataset will not be explained by the analytics team.

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, data will not be split by entity, MGA or broker, but you can use the parameter values if these splits are required.

PARAMETER	DESCRIPTION
`capacity_provider`	Possible values include IG or F3123 or Other (non IG/F3123). If left blank this return all controlling bodies. TYPE: `str`
`class_ids`	The 3 letter class code. This can be a single cell, or multiple cells to return more than one class code. If left blank this will default to all available class codes. TYPE: `str`
`show_entities`	A boolean value to show data split by Entity. This can be either True or False. If left blank this will default to False and show data combined by Entity. TYPE: `bool`
`show_mgas`	A boolean value to show data split by Fidelis / Pine Walk / Third Party MGAs. This can be either True or False. If left blank this will default to False and show data combined into all TFP. TYPE: `bool`
`show_brokers`	A boolean value to show data split by Broker. This can be either True or False. If left blank this will default to False and show data combined by Broker TYPE: `bool`
`show_layer_ids`	A boolean value to show data split by layer id. This can be either True or False. If left blank this will default to False and show data combined by Layer Id. Note if you use this parameter then you must specify at least one `class_id`. TYPE: `bool`
`show_years`	Underwriting year and/or renewal year. This can be a single cell, or multiple cells to return more than one class code. If left blank this will default to current year and prior year. TYPE: `str`

Note

To return all class ids you can leave class_ids blank, with the exception of using show_layer_ids = True.
show_entities, show_mgas, show brokers and show_layer_ids are optional and default to False if left blank. It is possible to omit these from your formula if you do not need them split out in your data.

Warning

If you use show_layer_ids = True then you must enter in at least one class id into the class_ids parameter OR have 5 or less years in the show_years parameter. This formula is not designed to return all layer ids for all classes. If you need access to all layer ids for all classes then please contact the Portfolio Analytics Team.

Outputs

PARAMETER	DESCRIPTION
`snapshot_id`	Alias: Snapshot ID The snapshot id TYPE: `int`
`snapshot_date`	Alias: Snapshot Date The snapshot date TYPE: `date`
`master_carrier_grouping`	Alias: Master Carrier Grouping The capacity provider. This can be the IG, F3123, Consortium, Allianz or Capital Provider. TYPE: `str`
`business_segment`	Alias: Business Segment This is the IG's mapping to business segment (INS / REIN). 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`
`mgup_split_light`	Alias: MGUP Split Light 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_master`	Alias: MGUP Split Master This class definition is used in MGUP Production meetings, similar to Major Class. TYPE: `str`
`mgup_split_pillar`	Alias: MGUP Split 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_reporting`	Alias: MGUP Reporting Class This is the MGUP Master class broken down into the main reporting classes. TYPE: `str`

PARAMETER	DESCRIPTION
`layer_id`	Alias: Layer Id The Layer Id. TYPE: `int`
`program_id`	Alias: Program Id The Program Id. TYPE: `int`
`is_renewable`	Alias: Is Renewable A flag to indicate if the policy is renewable. If the value is 1 then the policy is renewable. TYPE: `int`
`class_id`	Alias: Class Id The 3 letter class code. TYPE: `str`
`renewed_to_program_id`	Alias: Renewed To Program Id The Program Id that the policy has renewed to. TYPE: `str`
`entity`	Alias: Entity The Entity (FUL, FIID, FIBL). TYPE: `str`
`class_short`	Alias: Class Short A combination of 3 letter class code and a class description 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`
`minor_class`	Alias: Minor Class This is consistent with the IG definition of minor classes. TYPE: `str`
`major_class`	Alias: Major Class This is consistent with the IG definition of major classes. TYPE: `str`
`broker_master_group`	Alias: Broker This is a high level mapping of brokers. Brokers have been grouped together for reporting purposes from their lowest granularity. For example, all GC and Marsh broker names have been grouped together into GC Marsh. To see the mapping refer to ANT.ACT.Mappings.get_broker_mapping() TYPE: `str`
`mga_code`	Alias: MGA Mapping 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`. This mapping gets updated monthly and the mapping is owned by the DA team within Actuarial. To see the mapping refer to ANT.ACT.Mappings.get_mga_mapping() 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: `bool`
`master_uw_status`	Alias: Master Underwriting Status This is a high level grouping of the underwriting status. The statuses have been grouped into Declined, Submission, Quoted, NTU, Bound and Bound (Expired). TYPE: `bool`
`master_placing_basis`	Alias: Master Placing Basis This is the high level grouping of placing basis into Open Market, Binder, Lineslip, Consortium, Declaration and Capital Provider TYPE: `bool`
`is_live`	Alias: Is Policy Live This is a flag to indicate if the policy is live or not. If the value is 1 then the policy is live. A policy is defined by live if the policy incepted on or before the snapshot date and the expiry date is after the snapshot date. TYPE: `int`
`uw_year`	Alias: Underwriting Year The Underwriting Year of the policy. TYPE: `bool`
`uw_month`	Alias: Underwriting Month The Underwriting Month of the policy. TYPE: `bool`
`period_id`	Alias: Period Id The Underwriting Year and Underwriting Month combined together as an interger in YYYYMM format. TYPE: `str`
`tfpp_gross_gg_signed_premium_usd`	Alias: TFPP Gross GG Signed Premium USD Gross of reinsurance, gross of acquisition costs signed premium in USD consistent with how it is showed in the weekly TFPP reporting. This column calculates the premium on Open Market, Binder, Lineslip and Consortium business. It uses the master binder / lineslip EPI premium and does not include individual declarations (unless Open Market Consortium business). TYPE: `float`
`gross_gg_signed_premium_less_rips_usd`	Alias: TFPP Gross Gross Signed Premium Less RIPs USD Gross of reinsurance, gross of acquisition costs signed premium, less reinstatement premiums in USD consistent with how it is showed in the weekly TFPP reporting. This column calculates the premium on Open Market, Binder, Lineslip and Consortium business. It uses the master binder / lineslip EPI premium and does not include individual declarations (unless Open Market Consortium business). TYPE: `float`
`total_brics_gross_gg_signed_premium_usd`	Alias: BRICs Gross Gross Signed Premium USD Gross of reinsurance, gross of acquisition costs signed premium in USD consistent with how it is showed in the weekly TFPP reporting. Total Brics+ gross gross written premium for TFP. This figure does not include Pine Walk Brics+ Premium. TYPE: `float`
`allocated_brics_gross_gg_signed_premium_usd`	Alias: BRICs Gross Gross Signed Premium USD Gross of reinsurance, gross of acquisition costs signed premium in USD consistent with how it is showed in the weekly TFPP reporting. Total Brics+ gross gross allocated to the initiative for TFP. This figure does not include Pine Walk Brics+ Premium. TYPE: `float`
`new_business_gross_gg_signed_premium_usd`	Alias: New Business Gross GG Signed Premium USD Gross of reinsurance, gross of acquisition costs signed premium USD attributed to new business (rather than renenwal business). TYPE: `float`
`renewal_gross_gg_signed_premium_usd`	Alias: Renewal Gross GG Signed Premium USD Gross of reinsurance, gross of acquisition costs signed premium USD attributed to renewal business (rather than new business). TYPE: `float`
`leader_numerator_premium_usd`	Alias: Leader Numerator Premium The numerator column to be used when calculating leadership statistics. Fidelis is considered a leader on a policy if they are one or more of "Is Agreement Party", "Is Overall Lead", "Is Claims Lead", "Is Contract Changes Agreement Party", "Is Special Acceptances Agreement Party" TYPE: `float`
`leader_denominator_premium`	Alias: Leader Denominator Premium The denominator column to be used when calculating leadership statistics. TYPE: `float`
`total_rpi_numerator_premium`	Alias: Total RPI Numerator Premium The numerator column to be used when calculating total RPI (new / renewal business combined). RPI is a view of risk adjusted rate change including pure price change, exposure, terms and conditions and structural changes, net of inflation. TYPE: `float`
`total_rpi_denominator_premium`	Alias: Total RPI Denominator Premium The denominator column to be used when calculating total RPI (new / renewal business combined). TYPE: `float`
`new_business_rpi_numerator_premium`	Alias: New Business RPI Numerator Premium The numerator column to be used when calculating total RPI for new business. TYPE: `float`
`new_business_rpi_denominator_premium`	Alias: New Business RPI Denominator Premium The denominator column to be used when calculating total RPI for new business. TYPE: `float`
`renewal_rpi_numerator_premium`	Alias: Renewal RPI Numerator Premium The numerator column to be used when calculating total RPI for renewal business. TYPE: `float`
`renewal_rpi_denominator_premium`	Alias: Renewal RPI Denominator Premium The denominator column to be used when calculating total RPI for renewal business. TYPE: `float`
`total_plo_rpi_numerator_premium`	Alias: Total PLO RPI Numerator Premium The numerator column to be used when calculating RPI on Post Loss Opportunities (PLO) (new / renewal business combined). TYPE: `float`
`total_plo_rpi_denominator_premium`	Alias: Total PLO RPI Denominator Premium The denominator column to be used when calculating RPI on Post Loss Opportunities (PLO) (new / renewal business combined). TYPE: `float`
`total_non_plo_rpi_numerator_premium`	Alias: Total Non-PLO RPI Numerator Premium The numerator column to be used when calculating RPI on Non-Post Loss Opportunities (PLO) (new / renewal business combined). TYPE: `float`
`total_non_plo_rpi_denominator_premium`	Alias: Total Non-PLO RPI Denominator Premium The denominator column to be used when calculating RPI on Non-Post Loss Opportunities (PLO) (new / renewal business combined). TYPE: `float`
`leader_yes_rpi_numerator_premium`	Alias: Leader Yes RPI Numerator Premium The numerator column to be used when calculating total RPI for business where TFP is leader. TYPE: `float`
`leader_yes_rpi_denominator_premium`	Alias: Leader Yes RPI Denominator Premium The denominator column to be used when calculating total RPI for business where TFP is leader. TYPE: `float`
`total_market_diff_numerator_premium`	Alias: Total Market Diff Numerator Premium The numerator column to be used when calculating total market differential (new / renewal business combined). The market differential captures any features of the contract where we have favourable (or unfavourable if applicable) position over the rest of the market. This may be due to: Hard factors, such as price or deduction levels, .e.g. where we were able to charge a higher rate then the rest of the market on a layer or pay less/no brokerage as accessing the business direct due to strong client relationships. Soft factors, e.g. where we were able to negotiate better terms and conditions than the rest of the slip, such as tighter restrictions on coverage (sublimit CBI, removed SRCC coverage, named perils only vs all perils) Note: Market Differential was actively tracked from 2024 onwards, therefore prior to 2024 this has been set to zero. TYPE: `float`
`total_market_diff_denominator_premium`	Alias: Total Market Diff Denominator Premium The denominator column to be used when calculating total market differential (new / renewal business combined). TYPE: `float`
`new_business_market_diff_numerator_premium`	Alias: New Business Market Diff Numerator Premium The numerator column to be used when calculating market differential on new business. TYPE: `float`
`new_business_market_diff_denominator_premium`	Alias: New Business Market Diff Denominator Premium The denominator column to be used when calculating market differential on new business. TYPE: `float`
`renewal_market_diff_numerator_premium`	Alias: Renewal Market Diff Numerator Premium The numerator column to be used when calculating market differential on renewal business. TYPE: `float`
`renewal_market_diff_denominator_premium`	Alias: Renewal Market Diff Denominator Premium The denominator column to be used when calculating market differential on renewal business. TYPE: `float`
`renewal_month`	Alias: Renewal Month The renewal month of the policy, where renewal date is defined as expiry date + 1 day. TYPE: `str`
`renewal_quarter`	Alias: Renewal Quarter The renewal quarter of the policy, where renewal date is defined as expiry date + 1 day. TYPE: `str`
`renewal_year`	Alias: Renewal Year The renewal year of the policy, where renewal date is defined as expiry date + 1 day. TYPE: `str`
`retention_pct_numerator_premium`	Alias: Retention Pct Numerator Premium The numerator column to use when calculating retention percent for a particular renewal year. Retention percent is defined as the premium renewed / (premium renewed + premium NTU). Note: When calculating the retention percent for a particular year, you need to use the Renewal Year column and not the Underwriting Year column. TYPE: `float`
`retention_pct_denominator_premium`	Alias: Retention Pct Denominator Premium The denominator column to use when calculating retention percent for a particular renewal year. TYPE: `float`
`signing_pct_numerator_premium`	Alias: Signing Pct Numerator Premium The numerator column to use when calculating signing percentage for a particular underwriting year. The signing percentage calculates the difference between what was signed and what was offered. TYPE: `float`
`signing_pct_denominator_premium`	Alias: Signing Pct Denominator Premium The denominator column to use when calculating signing percentage for a particular underwriting year. TYPE: `float`
`minimum_vs_signed_line_numerator_premium`	Alias: Minimum Vs Signing Pct Numerator Premium The numerator column to use when calculating minimum vs signing percentage for a particular underwriting year. This signing percentage calculates the difference between what was signed and the minimum signings we were prepared to accept. TYPE: `float`
`minimum_vs_signed_line_denominator_premium`	Alias: Minimum Vs Signing Pct Denominator Premium The denominator column to use when calculating minimum vs signing percentage for a particular underwriting year. This signing percentage calculates the difference between what was signed and the minimum signings we were prepared to accept. TYPE: `float`
`program_count`	Alias: Program Count The count of all policies (declined / submission / quoted / NTU / bound). If the same policy is written across multiple carries (e.g. IG and Syndicate) this will get counted twice. TYPE: `int`
`program_count_current_submission`	Alias: Program Count Currently Submission The count of policies currently with a submission UW status. TYPE: `int`
`program_count_bound`	Alias: Program Count Bound The count of bound policies. TYPE: `int`
`program_count_quoted`	Alias: Program Count Quoted The count of quoted policies. TYPE: `int`
`program_count_current_quoted`	Alias: Program Count Currently Quoted The count of policies currently with a quoted UW status. TYPE: `int`
`program_count_ntu`	Alias: Program Count NTU The count of policies Not Taken Up (NTU). TYPE: `int`
`program_count_declined`	Alias: Program Count Declined The count of policies declined. TYPE: `int`
`layer_count`	Alias: Layer Count The count of layers. 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_short`	Alias: Month Short The short month description, e.g. Jan, Feb, Mar etc. TYPE: `str`
`period_short_desc`	Alias: Period Short Description The short period description, e.g. Jan 25, Feb 25, Mar 25 etc TYPE: `str`
`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 previous year. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the previous year in your analytics / report. A value of 1 indicates the previous year, 0 otherwise. TYPE: `int`
`current_month_last_year_flag`	Alias: Current Month Last Year Flag A flag indicating the current month previous year. This can be used, e.g. to compare the current month with the same month in the previous year. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current month previous year in your analytics / report. A value of 1 indicates the current month in the previous year, 0 otherwise. TYPE: `int`
`current_quarter_last_year_flag`	Alias: Current Quarter Last Year Flag A flag indicating the current quarter previous year. This can be used, e.g. to compare the current quarter with the same quarter in the previous year. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current quarter previous year in your analytics / report. A value of 1 indicates the current quarter in the previous year, 0 otherwise. TYPE: `int`
`current_month_all_year_flag`	Alias: Current Month All Year Flag A flag indicating the current month in all years. This can be used, e.g. to compare the current month with the same month in previous years. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current month in all years in your analytics / report. A value of 1 indicates the current month in all years, 0 otherwise. TYPE: `int`
`last_month_all_year_flag`	Alias: Last Month All Year Flag A flag indicating the previous month in all years. This can be used, e.g. to compare the current month with the same month in previous years. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current month in all years in your analytics / report. A value of 1 indicates the current month in all years, 0 otherwise. TYPE: `int`
`current_quarter_all_year_flag`	Alias: Current Quarter All Year Flag A flag indicating the current_quarter in all years. This can be used, e.g. to compare the current quarter with the same quarter in previous years. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current quarter in all years in your analytics / report. A value of 1 indicates the current month in all years, 0 otherwise. TYPE: `int`
`last_quarter_all_year_flag`	Alias: Last Quarter All Year Flag A flag indicating the previous quarter in all years. This can be used, e.g. to compare the current quarter with the same quarter in previous years. These flags get updated daily with the pipeline. Use this flag to automatically get the data for the previous quarter in all years in your analytics / report. A value of 1 indicates the previous quarter in all years, 0 otherwise. TYPE: `int`