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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.

  1. This foruma will return the live daily analytics for all classes grouped by entity, mga and broker.

    =ANT.ACT.Live.TFPP_Analytics()
    
  2. 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)
    
  3. 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)
    
  4. 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.

Note The show_years parameter filters data based on both underwriting year and renewal year. As a result you may see rows where one of the years falls outside of the specified range, as long as the other year is within the range. This is what made to ensure that all relevant data for the specified years is included in the results.

TYPE: str

Note
  1. To return all class ids you can leave class_ids blank, with the exception of using show_layer_ids = True.
  2. 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 IG, F3123, F2126, Allianz

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 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_master

Alias: MGUP Master Class

This class definition is used in MGUP Production meetings, similar to Major Class.

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_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

PARAMETER DESCRIPTION
layer_id

Alias: Layer Id

The Layer Id.

TYPE: str

program_id

Alias: Program Id

The Program Id.

TYPE: str

layer_description

Alias: Layer Description

A description of the layer.

TYPE: str

program_name

Alias: Program Name

The name of the program.

TYPE: str

class_id

Alias: Class Id

The 3 letter class code.

TYPE: str

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: 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

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

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

broker_master_group

Alias: Broker Grouped

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 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

is_pinewalk_flag

Alias: Is Pinewalk Flag

You can use this flag to separate Pine Walk business from the rest of TFP.

TYPE: str

master_uw_status

Alias: Master UW 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: str

placing_basis

Alias: Placing Basis

How the business was placed (e.g. Open Market, Lineslip, Binder, Pine Walk).

TYPE: str

master_placing_basis

Alias: Master Placing Basis

This is the high level grouping of placing basis into Open Market, Binder, Lineslip, Consortium, Declaration

TYPE: str

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: int

uw_month

Alias: Underwriting Month

The Underwriting Month of the policy.

TYPE: int

business_type

Alias: Business Type

Whether the policy is new or renewal.

TYPE: str

domicile

Alias: Domicile

The domicile of the risk.

TYPE: str

parent_client

Alias: Parent Client

The high level client grouping

TYPE: str

assured

Alias: Assured

The name of the assured

TYPE: str

zone

Alias: Zone

The zone of the risk.

TYPE: str

underwriter

Alias: Underwriter

The underwriter of the policy.

TYPE: str

inception

Alias: Inception Date

The inception date of the policy

Note: for premium to appear in the pipeline then the inception date must be on or after today (for non pol risk / asset backed / energy construction classes).

TYPE: date

expiry

Alias: Expiry Date

The expiry date of the policy

TYPE: date

signed_line

Alias: Signed Line

The signed line on the policy.

TYPE: float

xs_usd

Alias: Excess USD

The excess (attachment point) of the layer in USD.

TYPE: int

limit_usd

Alias: Limit USD

The limit of the layer in USD.

TYPE: int

master_renewed_uw_status

Alias: Master Renewed UW Status

A high level grouping of the underwriting status the policy renewed to.

TYPE: str

period_id

Alias: Period Id

The Underwriting Year and Underwriting Month combined together as an interger in YYYYMM format.

TYPE: int

tfpp_gross_gg_signed_premium_usd

Alias: TFPP 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.

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

tfpp_gross_gn_signed_premium_usd

Alias: TFPP Gross Net Signed Premium USD

Gross of reinsurance, net of acquisition costs signed premium in USD consistent with how it is showed in the weekly TFPP reporting.

TYPE: float

gross_gg_signed_premium_less_rips_usd

Alias: 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.

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 Allocated 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

broker_premium_usd

Alias: Broker Premium USD

The broker premium (brokerage) in USD.

TYPE: float

total_deductions_premium_usd

Alias: Total Deductions Premium USD

The total deductions premium in USD.

TYPE: float

new_business_gross_gg_signed_premium_usd

Alias: New Business Gross Gross 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 Gross 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

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

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: int

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: int

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

qtb_numerator_premium

Alias: QTB Numerator Premium

The numerator column to use when calculating the quote-to-bind (QTB) ratio.

TYPE: int

qtb_denominator_premium

Alias: QTB Denominator Premium

The denominator column to use when calculating the quote-to-bind (QTB) ratio.

TYPE: int

stq_numerator_premium

Alias: STQ Numerator Premium

The numerator column to use when calculating the submission-to-quote (STQ) ratio.

TYPE: int

stq_denominator_premium

Alias: STQ Denominator Premium

The denominator column to use when calculating the submission-to-quote (STQ) ratio.

TYPE: int

program_count

Alias: Program Count All

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

month_id

Alias: Month Id

The month id in numerical form (1, 2, 3, 4, 5, ..)

TYPE: int

period_desc

Alias: Period Description

The short period description, e.g. January 2025, February 2025, March 2025 etc

TYPE: str

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

before_current_month_flag

Alias: Before Current Month Flag

A flag indicating that the policy incepted before the current month. This calculates YTD policies incepting up to the last month.

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 but not including this month, 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

renewal_period_id

Alias: Renewal Period Id

The renewal year and renewal month combined together as an integer in YYYYMM format, where renewal date is defined as expiry date + 1 day.

TYPE: int

renewal_quarter_id

Alias: Renewal Quarter Id

The renewal quarter id in numerical form (1, 2, 3, 4), where renewal date is defined as expiry date + 1 day.

TYPE: int

renewal_month_id

Alias: Renewal Month Id

The renewal month id in numerical form (1, 2, 3, ..), where renewal date is defined as expiry date + 1 day.

TYPE: int

renewal_month_short

Alias: Renewal Month Short

The short renewal month description, e.g. Jan, Feb, Mar etc, where renewal date is defined as expiry date + 1 day.

TYPE: str

renewal_period_desc

Alias: Renewal Period Description

The renewal period description, e.g. January 2025, February 2025, March 2025 etc, where renewal date is defined as expiry date + 1 day.

TYPE: str

renewal_period_short_desc

Alias: Renewal Period Short Description

The short renewal period description, e.g. Jan 25, Feb 25, Mar 25 etc, where renewal date is defined as expiry date + 1 day.

TYPE: str

renewal_current_month_flag

Alias: Renewal Current Month Flag

A flag indicating the current renewal month.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current renewal month in your analytics / report.

A value of 1 indicates the current renewal month, 0 otherwise.

Note: This flag only is 1 for the current renewal month in the current renewal year only.

TYPE: int

renewal_current_quarter_flag

Alias: Renewal Current Quarter Flag

A flag indicating the current renewal quarter.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current renewal quarter in your analytics / report.

A value of 1 indicates the current renewal quarter, 0 otherwise.

Note: This flag only is 1 for the current renewal quarter in the current renewal year only.

TYPE: int

renewal_current_year_flag

Alias: Renewal Current Year Flag

A flag indicating the current renewal year.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current renewal year in your analytics / report.

A value of 1 indicates the current renewal year, 0 otherwise.

TYPE: int

renewal_is_this_month_or_before_flag

Alias: Renewal Is This Month or Before Flag

A flag indicating that the policy renews in, or before the current renewal month. This calculates YTD policies renewing up to the current month.

These flags get updated daily with the pipeline. Use this flag to automatically get the YTD renewal data in your analytics / report.

A value of 1 indicates data up to and including this renewal month, 0 otherwise.

TYPE: int

renewal_before_current_month_flag

Alias: Renewal Before Current Month Flag

A flag indicating that the policy renews before the current renewal month. This calculates YTD policies renewing up to the last month.

These flags get updated daily with the pipeline. Use this flag to automatically get the YTD renewal data in your analytics / report.

A value of 1 indicates data up to but not including this renewal month, 0 otherwise.

TYPE: int

renewal_last_month_flag

Alias: Renewal Last Month Flag

A flag indicating the previous renewal month.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the previous renewal month in your analytics / report.

A value of 1 indicates the previous renewal month, 0 otherwise.

Note: This flag only is 1 for the previous renewal month in the current renewal year only.

TYPE: int

renewal_last_quarter_flag

Alias: Renewal Last Quarter Flag

A flag indicating the previous renewal quarter.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the previous renewal quarter in your analytics / report.

A value of 1 indicates the previous renewal quarter, 0 otherwise.

Note: This flag only is 1 for the previous renewal quarter in the current renewal year only.

TYPE: int

renewal_last_year_flag

Alias: Renewal Last Year Flag

A flag indicating the previous renewal year.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the previous renewal year in your analytics / report.

A value of 1 indicates the previous renewal year, 0 otherwise.

TYPE: int

renewal_current_month_last_year_flag

Alias: Renewal Current Month Last Year Flag

A flag indicating the current renewal month in the previous renewal year.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current renewal month in the previous renewal year in your analytics / report.

A value of 1 indicates the current renewal month in the previous renewal year, 0 otherwise.

TYPE: int

renewal_current_quarter_last_year_flag

Alias: Renewal Current Quarter Last Year Flag

A flag indicating the current renewal quarter in the previous renewal year.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current renewal quarter in the previous renewal year in your analytics / report.

A value of 1 indicates the current renewal quarter in the previous renewal year, 0 otherwise.

TYPE: int

renewal_current_month_all_year_flag

Alias: Renewal Current Month All Year Flag

A flag indicating the current renewal month in all renewal years.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current renewal month in all renewal years in your analytics / report.

A value of 1 indicates the current renewal month in all renewal years, 0 otherwise.

TYPE: int

renewal_last_month_all_year_flag

Alias: Renewal Last Month All Year Flag

A flag indicating the previous renewal month in all renewal years.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the previous renewal month in all renewal years in your analytics / report.

A value of 1 indicates the previous renewal month in all renewal years, 0 otherwise.

TYPE: int

renewal_current_quarter_all_year_flag

Alias: Renewal Current Quarter All Year Flag

A flag indicating the current renewal quarter in all renewal years.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the current renewal quarter in all renewal years in your analytics / report.

A value of 1 indicates the current renewal quarter in all renewal years, 0 otherwise.

TYPE: int

renewal_last_quarter_all_year_flag

Alias: Renewal Last Quarter All Year Flag

A flag indicating the previous renewal quarter in all renewal years.

These flags get updated daily with the pipeline. Use this flag to automatically get the data for the previous renewal quarter in all renewal years in your analytics / report.

A value of 1 indicates the previous renewal quarter in all renewal years, 0 otherwise.

TYPE: int

last_updt_ts

Alias: Last Updated Timestamp

The timestamp the row was last updated by the pipeline.

TYPE: datetime