| How to use this page:
Underwriters – Only complete the three (3) sections highlighted in Yellow, nothing else Modelling Team – Only complete the two (2) sections highlighted in Purple Data Handlers – Only complete all sections highlighted in Green It is imperative that the relevant teams stick to completing their sections only and no existing data to questions be removed. This avoids confusion and important steps are not missed by other teams. Thank you for your assistance in advance. Any questions please refer to @Lyle De Groot @Robin Morris @Anjali Dharma-Wardana @Nadia Baptista |
| Underwriters to fill out the BEIGE sections only | |
| Description | Value(s) |
| Programme Name | {{issue.summary}} |
| Date Created | {{now.format(“dd/MM/yyyy”)}} |
| Underwriter | {{issue.customfield_10588}} |
| YOA (Year of Account) | {{issue.customfield_10192}} |
| Capacity Provider | {{issue.customfield_10293}} |
| Submission name | {{issue.customfield_10545}}_ {{now.format(“yyyyMMdd”)}} |
| Submission Document | <Path to excel file located on BOX> |
| Deal Type | {{issue.customfield_10166}} |
| If renewal, link to previous confluence page | <Confluence Link> |
| Submission Type | {{issue.customfield_10294}} |
| Cleansing Due Date | {{issue.customfield_10588}} |
| Modelling Due Date | {{issue.customfield_10149}} |
| Quote Due Date | {{issue.customfield_10162}} |
| Claims Basis | {{issue.customfield_10612}} |
| Reinsurance Structures | {{issue.customfield_10507}} |
UNDERWRITER INSTRUCTIONS |
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| Description | Value/Instruction | Examples of values or instructions |
| Section mapping | If one section leave empty.
If multiple, give instruction on how to set sections. Examples:
Note: Section names to contain no special characters or spaces, and to preferably match with the submission last year. |
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| Premium column name | Example:
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| Aggregate limit column name | Our share unless we want to model at 100%
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| Other column mapping instructions | Examples:
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| Currency of the submission | If all one currency, say which: USD, TRY etc. If mixed, provide instructions.
Examples:
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| Quota share | Provide instruction(s) on how quota share should be recorded or calculated.
Example:
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| Direct coverage area exclusions |
If yes, provide instruction(s).
Example:
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| Dependent coverage area exclusions | If yes, provide instruction(s).
Examples:
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| Tech E&O | If none, say ‘None’.
If there is Tech E&O, provide instruction(s). Examples:
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| Sections with excess policies | If none, say ‘None’.
If all sections, say ‘all sections’, otherwise, write the section names that have excess policies. |
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| Lloyd’s exposure | If none, say ‘None’.
If yes, give instruction on how they are identified. Examples:
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| Expected BDX aggregate limit | Provide breakdown by section | |
| Expected BDX premium | Provide breakdown by section.
If not obvious, please provide info as to how the premium was calculated. |
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| Forecast premium | Provide breakdown by section | |
| Forecast rate change | Provide breakdown by section | |
| Comments | Any other notable comments | |
| List the section names and their sheet names in the raw data, including RBE and DA: | ||
| Section name | Risk Bearing Entity | Delegated Authority |
| <sectionname> | CapacityProvider1
(Do not abbreviate the name, we require the full name, i.e. BICI should be ‘British Caribbean Insurance Company’ ) |
MGA1
(Do not abbreviate the name, we require the full name, i.e. BICI should be ‘British Caribbean Insurance Company’ ) |
| Modelling team to fill out the PURPLE sections below only | |||
Primary Modelling AnalysisRead any documents accompanying the portfolio that outline any constraints that need to be taken into account when cleaning the submission |
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| Description | Value | ||
| Analysis performed by | <Modellers Name> | ||
| Today’s Date | <p>Today’s date: <ac:structured-macro ac:name=”date”><ac:parameter ac:name=”format”>dd MMMM yyyy</ac:parameter></p> | ||
