Guides

Understand UnderwriteIQ Reports

Manage and track underwriting processes using UnderwriteIQ reporting

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Overview

The Risk Modeler provides operations for managing and viewing UnderwriteIQ reports.

These operations are primarily collected in the Reports and Workflow collections. Operations for managing batch templates are available through the Legacy API.

Exposure Summary Reports

An exposure summary report shows a peril-specific overview of an exposure's total insurable value (TIV).

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),

The Risk Modeler API provides operations for creating these reports for accounts, portfolios, and analyses.

These reports can be downloaded in PDF format.

Report Views

A report view is a collection of summary reports that lists exposure-specific 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.

These reports are generated automatically whenever an UnderwriteIQ client creates or updates exposures using the Process Custom Workflow. If the disable-underwriter-reports parameter is false, report views are not generated.

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:

Updated about 1 month ago