TFPP Bound Current Year
Formula
Examples
This formula allows you to see your bound figures for the current underwriting year.
To match with the bound YTD figure shown in TFPP set the is_this_month_or_before_flag to 1.
To see your bound deals from the last 7 days set the bound_in_last_7_days to 1.
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.
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.
Outputs
| PARAMETER | DESCRIPTION |
|---|---|
snapshot_id
|
Alias: Snapshot Id The snapshot id
TYPE:
|
snapshot_date
|
Alias: Snapshot Date The snapshot date
TYPE:
|
master_carrier_grouping
|
Alias: Master Carrier Grouping The capacity provider. This can be IG, F3123, F2126, Allianz
TYPE:
|
business_segment
|
Alias: Business Segment This is the IG's mapping to business segment (INS / REIN).
TYPE:
|
mgup_split
|
Alias: MGUP Split This is the full list of MGUP master and MGUP light classes combined together separated by a hyphen.
TYPE:
|
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:
|
mgup_split_master
|
Alias: MGUP Master Class This class definition is used in MGUP Production meetings, similar to Major Class.
TYPE:
|
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:
|
mgup_reporting
|
Alias: MGUP Reporting Class This is the MGUP Master class broken down into the main reporting classes.
TYPE:
|
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:
|
guardrail_pillar
|
Alias: Guardrail Pillar This pillar definition is used for guardrail reporting per agreement with Blackstone.
TYPE:
|
| PARAMETER | DESCRIPTION |
|---|---|
mgup_reporting
|
Alias: MGUP Reporting Class This is the MGUP Master class broken down into the main reporting classes.
TYPE:
|
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 To see the mapping refer to ANT.ACT.Mappings.get_mga_mapping()
TYPE:
|
pillar
|
Alias: Pillar This pillar definition is consistent with the definition between the IG and TFP and should be used in most scenarios.
TYPE:
|
class_id
|
Alias: Class Id The 3 letter class code.
TYPE:
|
major_class
|
Alias: Major Class This is consistent with the IG definition of major classes.
TYPE:
|
minor_class
|
Alias: Minor Class This is consistent with the IG definition of minor classes.
TYPE:
|
layer_id
|
Alias: Layer Id The Layer Id.
TYPE:
|
program_id
|
Alias: Program Id The Program Id.
TYPE:
|
layer_description
|
Alias: Layer Description A description of the layer.
TYPE:
|
program_name
|
Alias: Program Name The name of the program.
TYPE:
|
entity
|
Alias: Entity The Entity (FUL, FIID, FIBL).
TYPE:
|
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:
|
zone
|
Alias: Zone The zone of the risk.
TYPE:
|
domicile
|
Alias: Domicile The domicile of the risk.
TYPE:
|
is_pinewalk_flag
|
Alias: Is Pinewalk Flag You can use this flag to separate Pine Walk business from the rest of TFP.
TYPE:
|
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:
|
expiry
|
Alias: Expiry Date The expiry date of the policy
TYPE:
|
xs_usd
|
Alias: Excess USD The excess (attachment point) of the layer in USD.
TYPE:
|
limit_usd
|
Alias: Limit USD The limit of the layer in USD.
TYPE:
|
signed_line
|
Alias: Signed Line The signed line on the policy.
TYPE:
|
master_placing_basis
|
Alias: Master Placing Basis This is the high level grouping of placing basis into Open Market, Binder, Lineslip, Consortium, Declaration
TYPE:
|
underwriter
|
Alias: Underwriter The underwriter of the policy.
TYPE:
|
uw_year
|
Alias: Underwriting Year The Underwriting Year of the policy.
TYPE:
|
uw_month
|
Alias: Underwriting Month The Underwriting Month of the policy.
TYPE:
|
business_type
|
Alias: Business Type Whether the policy is new or renewal.
TYPE:
|
parent_client
|
Alias: Parent Client The high level client grouping
TYPE:
|
assured
|
Alias: Assured The name of the assured
TYPE:
|
uw_status
|
Alias: Underwriting Status The underwriting status of the policy as defined in Prequel.
TYPE:
|
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:
|
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:
|
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:
|
counts_date
|
Alias: Counts Date The date which the policy first counted as bound in Prequel.
TYPE:
|
quarter
|
Alias: Quarter The quarter in short format (Qtr 1, Qtr 2, Qtr 3, Qtr 4).
TYPE:
|
month_short
|
Alias: Month Short The short month description, e.g. Jan, Feb, Mar etc.
TYPE:
|
period_id
|
Alias: Period Id The Underwriting Year and Underwriting Month combined together as an interger in YYYYMM format.
TYPE:
|
period_desc
|
Alias: Period Description The short period description, e.g. January 2025, February 2025, March 2025 etc
TYPE:
|
period_short_desc
|
Alias: Period Short Description The short period description, e.g. Jan 25, Feb 25, Mar 25 etc
TYPE:
|
bound_in_last_7_days
|
Alias: Bound in Last 7 Days Flag A flag indicating if the policy was bound in the last 7 days.
TYPE:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
last_updt_ts
|
Alias: Last Updated Timestamp The timestamp the row was last updated by the pipeline.
TYPE:
|