Overview

The Platform APIs provides operations for managing and viewing UnderwriteIQ reports.

These operations are primarily collected in the Reports and Report Views collections of Risk Data API. Operations for managing batch templates are available through the Legacy API.

Exposure Summary Reports

An exposure summary report returns summary detail about an account including the account's total insurable value (TIV) and detailed information about each location exposure.

An exposure summary reports consists of several sections:

tiv_summary
primary_building_characterstics_summary
hazard_summary
workers_compensation
location_coverage_summary

For details, see Exposure Summary Reports in Help Center.

The Create Risk Data Report supports the creation of exposure summary reports in PDF or JSON for the specified account. This operation supports exposure summary reports based on the following perils: CS/WT (Severe Convective Storm and Winterstorm), EQ (Earthquake), FL (Flood), FR (Fire), TR (Terrorism), WC (Workers Compensation), WS (Windstorm),

Analysis Summary Reports

An analysis summary report (ANALYSIS_SUMMARY) returns analysis settings and exposure information for windstorm exceedance probability (EP) and non-EP DLM (key loss) analyses. Analysis summary reports are not supported for HD analyses.

The Create Risk Data Report operation enable the client to create an analysis summary report for the specified analysis in PDF or JSON format.

Report Views

A report view is a collection of reports that return account-level metrics and statistics.

Reports include the Exposure Summary report, Loss Summary report, Key Losses report, Event Info report, Location Details report, Pricing report, and Marginal Impact report.

Reports view reports return the following metrics and statistics: ELT, EP, EXPOSURE_SUMMARY, GROUP_ELT, GROUP_EP, GROUP_MARGINAL_EP, GROUP_MARGINAL_STATS, GROUP_PLT, GROUP_POLICY_EP, GROUP_POLICY_STATS, GROUP_STATS, LLR, LOCATION_AAL, LOCATION_RESULTS, MARGINAL_EP, MARGINAL_STATS, PLT, POLICY_EP, POLICY_STATS, and STATS.

Report views are generated automatically whenever an UnderwriteIQ client creates or updates exposures using the Exposure Bulk Edit operation. If the disable-underwriter-reports parameter is false, report views are not generated.

The Risk Data API supports operations for viewing and managing report views:

Batch Templates

A batch template is a collection of analysis configurations that enable UnderwriteIQ users to quickly and easily run account-level hazard services and analyses.

The batch template specifies model profile settings, event rate sets, output profile versions, analysis settings including DLM configurations and analysis currency, and report settings.

In the UnderwriteIQ application, batch templates are called preconfigured workflows. In Workflow Builder, an underwriter can use the workflow as template for creating an analysis job. The preconfigured workflow can be used as predefined set of configurations or as an editable template for creating an ad-hoc workflow. To learn more, see Workflow Builder in Help Center.

The Legacy API supports operations that enable UnderwriteIQ Admins to create and manage batch templates for use in the UnderwriteIQ application: