Convert financial perspectives

Generates a new analysis based on an existing analysis by converting the financial perspective used in the original analysis to a new financial perspective. This is known as financial service mapping.

Financial service mapping serves three distinct business scenarios depending on the mapping option (mapPerspectiveOption) specified.

  • If INCLUDE_DOWNSTREAM is specified, the service maps the sourcePerspective to the newPerspective and copies the mapping to all downstream perspectives except reinsurance gross (RG) and reinsurance net (RN). The downstream perspectives (except RG and RN) return same results as the specified newPerspective.
  • If DELETE_OTHER is specified, the service maps the sourcePerspective to the newPerspective and deletes records for all perspectives other than the newPerspective including the sourcePerspective. All perspectives other than the specified newPerspective return a value of 0.
  • If SELECT_OTHER is specified, the service maps the sourcePerspective to newPerspective. All other downstream and upstream perspectives are unchanged.

Once the MAP_PERSPECTIVE job is complete, the operation adds an result with a new ID and name to the the RDM. If the optional analysisName body parameter is not specified, the name of the new analysis result appends the string _PERSP to the name of the base analysis.

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Permissions

To perform this operation, a principal must belong to a group that has been assigned the appropriate role-based permissions. The table identifies the roles with permission to perform this operation.

UnderwriterTechnical UnderwriterRisk AnalystPortfolio ManagerCat Modeler
YESYESYESYESYES

To learn more about role-based permissions in Risk Modeler, see Groups and Roles.

Financial perspectives

Financial perspectives are understood to be upstream or downstream of one another. Upstream perspectives are higher in the table than downstream perspectives.

Financial perspectives are identified by a two-character string.

GU Ground Up Loss
GS Ground Up Specified Loss
G2 Ground Up Loss - Secondary Peril
G1 Ground Up Loss - Primary Peril
CL Client Loss
UC Underlying Coverage
OL Over Limit Loss
OI Other Insurer’s Loss
GR Gross Loss
FA Faculative Reinsurance Loss
SS Surplus Share Treaty Loss
QS Quota Share Treaty Loss
WX Working Excess Treaty Loss
RL New Loss Pre Cat
RP Net Loss Post Cat
RC Net Loss Post Corporate Cat
RG Reinsurance Gross Loss
RN Reinsurance New Loss

The client can call the Get perspectives by analysis service to retrieve the list of financial perspectives.

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