Getting Started Guide - Reference

These are examples of changes used in the Socotra Configuration Getting Started Guide.

Step 3.2: Discount Increase

The Third Party Liability Premium calculation file

/products/simple_auto/policy/exposures/vehicle/perils/third_party_liability.premium.liquid

{% assign vehicle_value = data.exposure_characteristics.field_values.vehicle_value %}
{% assign premium = vehicle_value | times: 0.037 | round %}

{% assign rate = "vehicle_rate_table_simple_auto" | lookup: data.exposure_characteristics.field_values.vehicle_type %}
{% assign premium = premium | times: rate | round %}

{% if data.policy_characteristics.field_values.channel == 'Direct' %}
  {% assign premium = premium | times: 0.8 | round %}
{% endif %}

{% assign premium = premium | times: 0.30 | round %}

{{ premium | set_year_premium }}

Step 4.1: Policy Schedule Update

The Auto Policy Schedule Template

/products/simple_auto/policy/schedule.template.liquid

{% assign policy_c = data.policy.characteristics[0] %}
{% assign exp_v = data.policy.exposures[0].characteristics[0].field_values %}
{% assign ph_v = data.policyholder.entity.values %}
{% assign end_display = data.policy.effective_contract_end_timestamp | timestamp_millis_add: "day", -1 %}

<head>
  <meta charset="UTF-8">
  <link rel="stylesheet" href="https://s3-eu-west-1.amazonaws.com/socotra-static-assets-temp/new-styles.css">
</head>

<table width="100%" class="header">
  <tr>
    <td>
      <p class="header-contact">
        Acme Insurance Co.<br>
        101 Mission Street<br>
        San Francisco, CA<br>
        +1 415 555 5555<br>
        www.socotra.com
      </p>
    </td>
    <td>
      <img src="http://i.imgur.com/cCB0v64.png" title="Acme Insurance Co" class="logo" height="72px">
    </td>
  </tr>
</table>


<h1>Simple Auto Insurance Policy Schedule</h1><br>

<h3>Insurance Details</h3>

<table class="table border-tops-only content">
  <tr>
    <td>Policyholder</td>
    <td>
      <b>ID:</b> {{data.policyholder.id}}<br>
      <b>Name:</b> \{{ph_v.first_name}} \{{ph_v.last_name}}<br>
      <b>Date of Birth:</b> {{ph_v.date_of_birth | timestamp_millis_print: "d MMM YYYY" }}<br>
    </td>
  </tr>
  <tr>
    <td>Vehicle Insured</td>
    <td>
      <b>Vehicle:</b> \{{exp_v.year}} \{{exp_v.make}} \{{exp_v.model}}<br>
      <b>Vehicle Color:</b> \{{exp_v.vehicle_color}} <br>
    </td>
  </tr>
  <tr>
    <td>Policy</td>
    <td>
      <b>ID:</b> {{data.policy.display_id}}<br>
      <b>Effective:</b> From {{data.policy.original_contract_start_timestamp | timestamp_millis_print: "d MMM YYYY" }}
      through {{end_display | timestamp_millis_print: "d MMM YYYY" }}<br>
      <b>Sum Insured:</b> {{exp_v.vehicle_value | format_number_currency: "en","US" }}<br>
      <b>Term:</b> Custom
    </td>
  </tr>
  <tr>
    <td>Total Premium</td>
    <td>{{policy_c.gross_premium | format_number_currency: "en","US" }}</td>
  </tr>
</table>

<br>

<b>Authorized on</b> {{data.policy.issued_timestamp | timestamp_millis_print: "d MMM YYYY" }}

<footer>Acme - Keep your loved ones secure.</footer>