Table of Contents. Oceanwide Bridge. User Guide - Calculated Fields. Version Version Bridge User Guide User Guide - Calculated Fields

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1 Table of Contents 1 Oceanwide Bridge User Guide - Calculated Fields Version 2.3.0

2 Table of Contents i Table of Contents TABLE OF CONTENTS... I INTRODUCTION... 1 Guide... 1 BUILDING FORMULAS... 2 Operators... 2 Simple Arithmetic Formulas... 2 Placeholders Within Formulas... 3 Defining String Data... 3 Concatenation (combining data)... 4 POLICY PLACEHOLDERS... 5 Current Transaction Information... 5 Premium Details... 5 Commission Details... 6 Tax Details... 6 Current Term Information... 6 Premium Details... 6 Commission Details... 7 Tax Details... 7 Term Period Dates... 8 Previous Term Information... 8 Premium Details... 8 Commission Details... 9 Tax Details... 9 Policy Number... 10

3 Table of Contents ii Limits Deductibles Retrieving Premium IDs FUNCTIONS Defining Multiple Fields in a Function Verifying User Security Roles Compare Data Against Sanction or Watch Lists Conditional Results Interpolation/Extrapolation Full Function List REFERENCE Appendix A - $Compliance Function Parameters Appendix B - Full Placeholders List Client Information Distributor Information Insurer Information Policy Information Transaction and Quote Information Current Transaction Premium, Commission, Tax Information Current Transaction Limit Information Current Transaction Deductible Information Current Term Information Previous Term Information System Date Other INDEX... 62

4 Introduction 1 Introduction Welcome to the Bridge insurance access portal. The system provides a full workflow, from the administration of products and coverage, to the submission and management of individual policies. Access to all features, options, and data are controlled by the settings in your user account. This guide is for users with product design rights, and details the creation of formulas for use in calculated fields. Calculated fields can be used for simple purposes such as displaying a basic system variable, or can perform a complex calculation pulling in a variety of fields and system information and generating a result to be displayed on-screen, used in documentation, or even used in other calculated fields. Calculated fields are not limited to numerical values. They can also work with dates and text, providing a wide range of possibilities. This guide assumes the user is familiar with the general functions of the system. For instructions on logging in and using common features throughout the system, see the User Guide - Introduction document. Guide The instructions are divided into the following major categories. Click a link to jump to the appropriate section. Building Formulas Policy Placeholders Functions Details the structure for building formulas and pulling in submission information. Provides the syntax for calling policy details into a formula. Describes the built-in tools used to work with data.

5 Building Formulas 2 Building Formulas Formulas are assembled using common logic and notation, and should be familiar for users experienced with formulas in spreadsheet and database applications. Operators Bridge uses the following symbols to represent common arithmetic operators. + Add - Subtract * Multiply / Divide ( Open bracket ) Close bracket Simple Arithmetic Formulas The above operators are used to build the basic structure of the formula. Example: Would be input into a calculated field as: 3 x 6 ( ) x 0.6 3*6/( )*.6 Note: Spaces are not permitted within formulas, except where specifically instructed.

6 Building Formulas 3 Placeholders Within Formulas The real power of calculated fields in the Bridge system is the ability to pull in information from the policy and from the submission form itself. This is achieved using placeholders. When the system encounters a placeholder while resolving a formula, it replaces the placeholder with the current value from the policy or submission form. The placeholders for policy information are predefined, and are detailed in the next section, Policy Placeholders. Placeholders for fields within the submission form are made up of the Code for the field (defined in Field Management), enclosed in double square brackets [[ ]]. Example: 100 x The Number of Trucks 50 Would be input into a calculated field as: 100*[[NumberOfTrucks]]-50 Where, NumberOfTrucks is the Code for the field The Number of Trucks. Note: In order for any field to be used within a calculated field, it must be included in the workflow with the calculated field. Defining String Data Calculated fields are not restricted to using numerical values. Dates and text can also be manipulated using a selection of functions and features. In some situations, however, the formatting of data could be mistaken for calculations. For example, the date format 5/15/2012 could be interpreted as 5 divided by 15 divided by 2012, or a policy number with dashes, such as could be interpreted as 2012 minus Also, spaces are not permitted in calculations, resulting in errors. The String: formatting notation is used at the beginning of a calculated field formula, and causes the system to treat all values as text. No calculations are performed, and any operators, arithmetic expressions, and spaces are treated as text. Functions and placeholders still function normally, but the resulting data is treated as text.

7 Building Formulas 4 Example: String:[[field1]]+[[field2]]/[[field3]] If the values of the three placeholders are 2, 4, and 6 respectively, the value of this calculated field would be 2+4/6, and would be displayed as such in the field and any documents or s that pull in this calculated field. Concatenation (combining data) If no Operators are used between placeholders and/or data entered directly in the formula, the system simply pulls in the placeholder data without any modifications. This is useful for merging data that is collected separately, but needs to be used together. Examples: If a user's first name and last name are collected in separate fields, the following formula could be used: String:[[FirstName]] [[LastName]] The value of this field would be the first name, then a space, then the last name. Note that the space must be entered between the placeholders, or the two fields are combined without a space. Another example would be to assemble an address: String:[[StreetAddress]], [[City]], [[Country]]. The commas, spaces, and period are included in the calculated value.

8 Policy Placeholders 5 Policy Placeholders While the field Code is used in a standard placeholder to pull in information from the submission form, specific placeholders are required to pull in background information about the current submission or policy. This information is available in any status where the quote details have been calculated, and some transaction types may have additional options. Information is available for the Current Transaction and the Current Term, with Previous Term information available when working with renewals. Note: Some placeholders use single quotes ' to identify a specific version of the variable. These must be straight quotes ' or the formula does not recognize them. Some word processing programs replace straight quotes with angled quotes or "Smart Quotes". These quotes must be replaced with straight quotes, either in the word processor, or within Bridge. Current Transaction Information In any status where quote details have been calculated, that quote information is available for use in calculated fields. Premium Details The following placeholders return the premium amount for a specific premium type, identified by name or Id number. [[PremiumInfo[PremiumType='Name']/Amount]] [[PremiumInfo[PremiumTypeId='#']/Amount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type.

9 Policy Placeholders 6 Commission Details The following placeholders return the commission amount for a specific premium type, as well as the gross premium and the net premium after commission. The premium types are identified by Id number. [[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeId='#']/GrossPremium]] [[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeId='#']/CommissionAmount]] [[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeId='#']/NetPremium]] Where # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. Tax Details The following placeholders return the tax information for a specific premium type, identified by Id number. [[TaxDefinition[PremiumTypeId='#']/TaxName]] [[TaxDefinition[PremiumTypeId='#']/CalculatedAmount]] Where # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. Current Term Information The Current Term placeholders access the total values for all bound transactions in the current term. The references can access premium values, commissions, and taxes, for individual premium types or a total for all premium types. Premium Details The following placeholders return the term premium amount for a specific premium type, identified by name or Id number. [[CurrentTerm/Premium/PremiumInfo[PremiumType='Name']/Amount]]

10 Policy Placeholders 7 [[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/Amount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total bound premium for the term, for all premium types. [[CurrentTerm/Premium/TotalPremiumAmount]] Commission Details The following placeholders return the term commission amount for a specific premium type, identified by name or Id number. [[CurrentTerm/Premium/PremiumInfo[PremiumType='Name']/CommissionAmount]] [[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/CommissionAmount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total bound commission amount for the term, for all premium types. [[CurrentTerm/Premium/TotalCommissionAmount]] Tax Details The following placeholders return the term tax amount for a specific premium type, identified by name or Id number. [[CurrentTerm/Premium/PremiumInfo[PremiumType='Name']/TotalTaxAmount]] [[CurrentTerm/Premium/PremiumInfo[PremiumTypeId='#']/TotalTaxAmount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total tax amount for the term, for all premium types. [[CurrentTerm/Premium/TotalTaxAmount]]

11 Policy Placeholders 8 Notes: Only values from Bound transactions within the current term are returned. Using these references in a submission may have one value before binding (when the transaction being viewed is not included in the calculation) and a different value after binding (when the transaction being viewed is included in the calculation). Once a transaction in a particular term is bound, the calculated fields are locked for that transaction. They are not updated if other transactions are subsequently bound within the same term. Term Period Dates The following placeholders return the start and end dates of the current term. [[CurrentTerm/EffectiveDate]] [[CurrentTerm/ExpiryDate]] Previous Term Information The Previous Term placeholders access the total values for all bound transactions in the previous term. The references can access premium values, commissions, and taxes, for individual premium types or a total for all premium types. Premium Details The following placeholders return the previous term premium amount for a specific premium type, identified by name or Id number. [[PreviousTerm/Premium/PremiumInfo[PremiumType='Name']/Amount]] [[PreviousTerm/Premium/PremiumInfo[PremiumTypeId='#']/Amount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total bound premium for the previous term, for all premium types. [[PreviousTerm/Premium/TotalPremiumAmount]]

12 Policy Placeholders 9 Commission Details The following placeholders return the previous term commission amount for a specific premium type, identified by name or Id number. [[PreviousTerm/Premium/PremiumInfo[PremiumType='Name']/CommissionAmount]] [[PreviousTerm/Premium/PremiumInfo[PremiumTypeId='#']/CommissionAmount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total bound commission amount for the previous term, for all premium types. [[PreviousTerm/Premium/TotalCommissionAmount]] Tax Details The following placeholders return the previous term tax amount for a specific premium type, identified by name or Id number. [[PreviousTerm/Premium/PremiumInfo[PremiumType='Name']/TotalTaxAmount]] [[PreviousTerm/Premium/PremiumInfo[PremiumTypeId='#']/TotalTaxAmount]] Where Name is the full name or # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. The following placeholder returns the total tax amount for the previous term, for all premium types. [[PreviousTerm/Premium/TotalTaxAmount]] Note: When a renewal is created, the values for the previous term are copied into the renewal transaction for use with these placeholders. If the previous term is changed in any way (such as by endorsement), the details saved in the renewal transaction may no longer be valid. If the renewal has not yet been bound, it may be possible to delete it and create a new renewal transaction with the updated values.

13 Policy Placeholders 10 Policy Number The following placeholder returns the Policy Number of the previous term. [[PreviousTerm/PolicyNumber]] Limits The following placeholders return specific limits information defined for the current transaction. The information is available for each premium type, identified by Id number. [[LimitList/Limit[PremiumType='#']/Description]] [[LimitList/Limit[PremiumType='#']/LimitType]] [[LimitList/Limit[PremiumType='#']/Amount]] [[LimitList/Limit[PremiumType='#']/Currency]] Where # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type. Deductibles The following placeholders return specific deductibles information defined for the current transaction. The information is available for each premium type, identified by Id number. [[DeductibleList/Deductible[PremiumType='#']/Description]] [[DeductibleList/Deductible[PremiumType='#']/Amount]] [[DeductibleList/Deductible[PremiumType='#']/Currency]] Where # is the Id number of the required premium type. See Retrieving Premium IDs below for instructions on identifying the Id number of the required premium type.

14 Policy Placeholders 11 Retrieving Premium IDs When calling placeholders related to individual premium types, the premium type must be identified. For some placeholders, marked with the 'Name' notation, the name of the premium type is used. The remaining placeholders are marked with the '#' notation, and require the premium type Id number. To retrieve the Id numbers of the premium types you want to work with, open the Product Design menu and select Premium Types. The Premium Type List opens with all available premium types. Point the mouse cursor at the hyperlink in the Name column to display the URL in the status bar at the bottom of the browser window. The URL resembles the one below: Take note of the numerical value after id=, underlined in red in the above example. If the URL does not display, or the status bar is not visible, clicking the link for the premium type opens the Premium Type Management page. The URL is displayed in the address bar, ending with the ID number. If the status bar and address bar are hidden, please check the instructions for your browser to display one or the other.

15 Functions 12 Functions The Bridge system provides an advanced set of tools for retrieving and manipulating data within the system. Functions provide ways to retrieve and work with dates, analyze data within a table, set conditional results within a formula, and much more. A function is made up of the function name, which always begins with the $ symbol, followed by round brackets ( ). The parameters of the function are added within the brackets separated by commas. $Function(p0,p1,...) Some functions require a specific number of parameters, others allow as many as required, and some do not require any parameters at all. Note: Spaces are not permitted within formulas or functions, including between parameters, except where specifically instructed. All functions are listed in the Full Function List section, which includes descriptions of the functions, parameters, and results of each. This section provides a more detailed introduction to some of these functions. Defining Multiple Fields in a Function Some functions evaluate multiple fields to provide a result. These functions may calculate the average of all values in a single column of a grid, the sum of a series of individual fields throughout the submission form, or a mix of fields and columns. For functions that support multiple fields, the Pipe character ( ) is used to separate the fields in the list. For columns in a grid, only the field names must be provided. The system automatically retrieves all records in the grid. Examples: To determine the average value of three fields: $Avg([[field1]] [[field2]] [[field3]]) To determine the sum of all records in a column, plus one field outside the grid: $Sum([[column]] [[field]])

16 Functions 13 Verifying User Security Roles Some situations may change depending on the type of user working in the system. The following function is used to determine if the current user has a specific security role. $UserContainsRole(UserRole) Where UserRole is the Name of the security role as it appears in the system. The function returns the value 1 if the user has the role, or 0 if they do not. The result can be used in a conditional formula, or as a condition within a trigger. Compare Data Against Sanction or Watch Lists With the potential consequences of violating international restrictions, it can be very important to validate data and ensure that it is in compliance with regulations. The $Compliance function allows one or more fields to be compared to one or more sanction or watch lists from around the world. To compare a field against a single list: $Compliance([[ScanField]],List) Where ScanField is the field to be scanned and List is the code of the list. Comparing a field against multiple lists: $Compliance([[ScanField]],List1,List2,List3) Where ScanField is the field to be scanned and each List# is the code of a list. Any number of lists can be included. Comparing multiple fields against multiple lists: $Compliance([[ScanField1]] [[ScanField2]] [[ScanField3]],List1,List2,List3)

17 Functions 14 Where ScanField# are the fields to be scanned and each List# is the code of a list. The scan fields are combined and scanned as one large block of text, which is why a space should be added between each field to prevent the text from flowing together. This function outputs a numerical value from 0 (no match) to 100 (perfect match). If a different score is achieved on different lists, the highest score is returned. See Appendix A - $Compliance Function Parameters for a table of all lists and their associated codes. Conditional Results The $If function is used to define the value of a calculated field based on the content of other fields in the workflow. A trigger is defined as the condition, and the function returns one value if the trigger evaluates as true, or a different value if the trigger evaluates as false. The condition line is constructed as follows: $If(TriggerCode,TrueValue,FalseValue) If TriggerCode is true, the TrueValue is returned, otherwise the FalseValue is returned. Note: The Code for the trigger must be used. The code is based on the name of the trigger, but may not match exactly. The True/False values can include placeholders, formulas, or even other functions (including other $If functions). Examples: The function could return a monthly value as an annual value, or leave it as one month, depending on the trigger. $If(Trigger,[[FieldA]]*12,[[FieldA]]) The function could return the user's name (concatenated from two fields with a space to divide them) or their spouse's name (also concatenated). The String: option is included to ensure that the content is treated as text. String:$If(Trigger,[[UserFirstName]] [[UserLastName]],[[SpouseFirstName]] [[SpouseLastName]])

18 Functions 15 Using functions in the True/False values allows this $If function to return the sum of a table column, or the average of the values in that column. $If(Trigger,$Sum([[Column1]]),$Avg([[Column1]])) Multiple $If functions can be included in a single calculated field. The results can be used with arithmetic formulas or simple concatenation to form the final value of the calculated field. ($If(Trigger,TrueValue,FalseValue)+[[Value]])*$If(Trigger,TrueValue,FalseValue)/2 This formula takes the conditional result of the first $If statement and adds it to the amount in the Value field, then multiplies that by the conditional result of the second $If statement, and divides the entire value by 2. Tip: When using functions within functions, be sure to close the parentheses for all functions at the appropriate places. The total number of closing parentheses in the entire formula must match the number of opening parentheses, and misplaced parentheses cause errors. Interpolation/Extrapolation The process of interpolation or extrapolation involves taking a known set of paired values, like the x and y-values of points in a grid, and determining unknown y-values from known x-values. Determining values within the known range is called interpolation, while determining values beyond the known range is called extrapolation. The $InterpolatedLookup function takes a lookup table already defined in Bridge as the known set, and will interpolate or extrapolate a value of y for a specific value of x. The function is constructed as follows: $InterpolatedLookup(p0,p1,p2) P0 (text): The Code of the table containing the data. The first column of the table must be a numeric column to be used as the y- values. P1 (text): The name of the column containing the x-values. This must be a numeric column with unique values. P2 (numeric): The x-value for which to calculate the y-value.

19 Functions 16 The function sorts the points by the x-values in the P1 column, and then finds the two points nearest to the x-value provided as P2, shown as the dotted vertical line in the examples below. For x-values within the known range, the function finds the closest points above and below the x-value. For x-values lower than the known range, the function finds the two points with the lowest x-values, and for values higher than the range, it finds the two points with the highest x-values. Those two points are used to determine a linear rate of increase or decrease, shown as the dashed line in the examples below. Examples: Sample Data X Y This graph shows the source data. The x-axis comes from the column identified in P1, and the y-axis comes from the first column of the table provided in P0. With an x-value of 2.5, the function selects the points at (2, 2.3) and (3, 3.4) as the nearest points. With an x-value of -1, the function selects the points at (1, 2) and (2, 2.3) as the nearest points. With an x-value of 7, the function selects the points at (5, 5) and (6, 4) as the nearest points. The point where the dashed line crosses the dotted line is the interpolated or extrapolated point. The value of y at that point is determined using the following calculation.

20 Functions 17 Where (x 1, y 1 ) and (x 2, y 2 ) are the two nearest points. ( ) The calculated value of y is then returned by the function. Some exceptions exist: If the P2 value exactly matches an x-value in the P1 column, the function returns the associated y value. If the table only contains one row of data, interpolation/extrapolation is not possible. The function will return the single y- value. If the P0 lookup table is empty, the function will return 0. Full Function List The following is a complete list of all functions currently available in the system. For each function, the following information is provided: The full name of the function, plus placeholders (in green) for the required parameters. A brief description of the function. A list of the required parameters (if any), the required format, and any notes about the parameters. The value that is returned by the function, and the format of the response. Tip: When using a function that refers to a date field in the submission form, if the field is blank it is considered to be 0001/01/01. If this could create unwanted results from the calculation, either set the field to Required or use the $If function to return a safe value if the field is blank. $DaysBetween(p0,p1) Counts the number of days that have elapsed between two dates. P0 (date): First date field P1 (date): Second date field Returns (numeric): Number of days between p0 and p1. If the first date is earlier than the second date, the value will be positive. If the first date is later than the second date, the value will be negative. eg. Comparing date 4/22/2014 and 4/24/2014 returns 2. Comparing date 4/26/2014 and 4/24/2014 returns -2.

21 Functions 18 $MonthsBetween(p0,p1) Counts the number of months that have elapsed between two dates. P0 (date): First date field P1 (date): Second date field Returns (numeric): Number of calendar months between p0 and p1. If the first date is earlier than the second date, the value will be positive. If the first date is later than the second date, the value will be negative. eg. Comparing date 2/24/2014 and 4/24/2014 returns 2. Comparing date 6/24/2014 and 4/24/2014 returns -2. $YearsBetween(p0,p1) Counts the number of years that have elapsed between two dates. P0 (date): First date field P1 (date): Second date field Returns (numeric): Number of years between p0 and p1. Difference is calendar years. If the first date is earlier than the second date, the value will be positive. If the first date is later than the second date, the value will be negative. eg. Comparing date 4/24/2012 and 4/24/2014 returns 2. Comparing date 4/24/2016 and 4/24/2014 returns -2. $DaysInPeriod(p0,p1,p2,p3) Similar to the $DateOverlap function, this function compares two date ranges to determine if they overlap, counting the number of days that are common between the two ranges. P0 (date): Start date of the first date range P1 (date): End date of the first date range P2 (date): Start date of the second date range P3 (date): End date of the second date range Returns (numeric): Number of days that are included in both ranges. Note that the start and end dates are included in each range. Time of day is not taken into account. If there is no overlap, the function returns 0. eg. If the first date range is from January 1 st to June 30 th and the second range is from June 15 th to August 31 st, the function returns 17, counting the overlapping days at the end of June. If the first date range is from January 1 st to January 31 st and the second range is from January 10 th to January 20 th, the function returns 11, since the full second range is included within the first range. $DateOverlap(p0,p1,p2,p3,p4,p5) Similar to the $DaysInPeriod function, this function compares two date ranges to determine if they overlap, returning one value if they do, and returning a different value if they do not. If any of the four date fields are missing or invalid, the P5 value (no overlap) is returned. P0 (date): Start date of the first date range P1 (date): End date of the first date range

22 Functions 19 P2 (date): Start date of the second date range P3 (date): End date of the second date range P4 (matches type of field): The value to return if there is an overlap between the date ranges P5 (matches type of field): The value to return if there is no overlap between the date ranges Returns (any): Either the value entered as P4 or P5. $TodayXml() Obtains the current date from the server. No parameters. Returns (date): The current Date, formatted for use in other functions. $TodayLong() Obtains the current date from the server. No parameters. Returns (text): The current Date, in Long Date format. eg. Monday, June 15, 2011 $TodayShort() Obtains the current date from the server. No parameters. Returns (text): The current Date, in Short Date format. The date will be formatted according to the browser language settings at the time the field was last calculated. eg. 15/6/2011 or 6/15/2011 $AddDays(p0,p1) Takes a provided date and adds a specified number of days. P0 (date): Date field P1 (numeric): Number of days to add Returns (date): Date which is the addition of p1 days to date p0. $AddMonths(p0,p1) Takes a provided date and adds a specified number of months. P0 (date): Date field P1 (numeric): Number of months to add Returns (date): Date which is the addition of p1 months to date p0.

23 Functions 20 $AddYears(p0,p1) Takes a provided date and adds a specified number of years. P0 (date): Date field P1 (numeric): Number of years to add Returns (date): Date which is the addition of p1 years to date p0. $GetYear(p0) Takes a provided date and returns just the year. P0 (date): Date field Returns (numeric): Returns the year of p0. eg. If p0 = 15/10/2011, returns $GetMonth(p0) Takes a provided date and returns just the month. P0 (date): Date field Returns (numeric): Returns the month of p0, from 1 to 12 eg. If p0 = 15/10/2011, returns 10. $GetDayOfYear(p0) Takes a provided date and returns the number of the day, counted from January 1st. P0 (date): Date field Returns (numeric): Returns the numeric day of the year from p0. eg. If p0 = 15/02/2010, returns 46. $GetDayOfMonth(p0) Takes a provided date and returns the number of the day, counted from the first day of the month. P0 (date): Date field Returns (numeric): Returns the numeric day of the month from p0. eg. If p0 = 15/02/2010, returns 15. $GetMonthsFromCurrent(p0) Takes a provided date and compares it to the current date, returning the number of months difference. P0 (date): Date field Returns (numeric): Number of calendar months from p0 to the current date. Dates earlier than the current date will return a positive value, dates later than the current date will return a negative value.

24 Functions 21 $GetDaysFromCurrent(p0) Takes a provided date and compares it to the current date, returning the number of days difference. P0 (date): Date field Returns (numeric): Number of calendar days from p0 to the current date. Dates earlier than the current date will return a positive value, dates later than the current date will return a negative value. $GetYearsFromCurrent(p0) Takes a provided date and compares it to the current date, returning the number of years difference. P0 (date): Date field Returns (numeric): Number of calendar years from p0 to the current date. Dates earlier than the current date will return a positive value, dates later than the current date will return a negative value. $DateLong(p0) Converts a provided date into the long date format. P0 (date): Date field Returns (text): Date p0 in long date format. eg. If p0 = 15/06/2011, returns Monday, June 15, 2011 $DateShort(p0) Converts a provided date into the short date format. P0 (date): Date field Returns (text): Date p0 in short date format. eg. If p0 = Monday, June 15, 2011, returns 15/6/2011 $CustomDateFormat(p0,p1) Advanced function. Converts a provided date into a custom date format. P0 (date): Date field P1 (text): String containing.net formatting instructions Returns (text): Returns date p0 in format provided in P1. $IsAbnValid(p0) Validates a text field to determine if the content is a valid Australian Business Number (ABN). P0 (text): Field to be examined Returns (numeric): 1 if the field contains a valid ABN, or returns 0 if the value is not valid for any reason (too short, contains letters/special characters, failed encoding check, etc.)

25 Functions 22 $UserContainsRole(p0) Checks the current user s account to determine if it has a specific security role. P0 (text): Name of security role Returns (numeric): 1 if current user account has role p0, 0 if it does not. $IsNewBusiness(p0) Checks if a provided submission, identified by transaction id, is new business. P0 (numeric): Transaction ID number of the submission Returns (numeric): 1 if given transactionid is new business, 0 if it is not. $GetTermStatus(p0) Retrieves the current status of the provided submission or policy, identified by transaction id. P0 (numeric): Transaction ID number of the submission or policy Returns (text): Returns the current status of the submission or policy. $GetTransactionType(p0) Retrieves the current type of the provided transaction, identified by transaction id. P0 (numeric): Transaction ID number of the submission or policy Returns (text): Returns the current type of the transaction. $GetTransactionStatus(p0) Retrieves the current status of the provided transaction, identified by transaction id. P0 (numeric): Transaction ID number of the submission or policy Returns (text): Returns the current status of the transaction. $GetTermNumber(p0) Returns the sequential term number of the provided transaction. P0 (numeric): Transaction ID number of the submission. The [[SubPolSystemID]] placeholder can be used to automatically insert the Transaction ID of the current transaction. Returns (numeric): Returns the number of the current term. eg. The original policy returns 1, the first renewal returns 2, the second renewal returns 3, etc. $NextAdjustmentNumber([[SubPolSystemID]]) Returns the next adjustment number in line for the term. [[SubPolSystemID]]: This is a placeholder that automatically inserts the transaction ID for the current transaction. This parameter should not be changed. Returns (numeric): Returns the number that will be assigned to the next bound adjustment in the current term. eg. In a newly created term with no adjustments, this function returns 1. If 3 adjustments have been bound in the current term, this function returns 4.

26 Functions 23 $NextEndorsementNumber([[SubPolSystemID]]) Returns the next endorsement number in line for the term. [[SubPolSystemID]]: This is a placeholder that automatically inserts the transaction ID for the current transaction. This parameter should not be changed. Returns (numeric): Returns the number that will be assigned to the next bound endorsement in the current term. eg. In a newly created term with no endorsements, this function returns 1. If 3 endorsements have been bound in the current term, this function returns 4. $TotalGrossPremiumAmount() Returns the total gross premium for the current quote. No parameters. Returns (numeric): Returns the combined total of all premium types included in the current quote. $TotalCommissionAmount() Returns the total calculated commission for the current quote. No parameters. Returns (numeric): Returns the combined total commission from all premium types included in the current quote. $TotalTaxesAmount() Returns the total calculated taxes for the current quote. No parameters. Returns (numeric): Returns the combined total taxes of all premium types included in the current quote. $CreatedByFirstName([[SubPolSystemID]]) Returns the first name of the user who created the transaction. [[SubPolSystemID]]: This is a placeholder that automatically inserts the transaction ID for the current transaction. This parameter should not be changed. Returns (text): Returns the first name of the user who created the transaction. See the Concatenation section for instructions on combining multiple text results. $CreatedByLastName([[SubPolSystemID]]) Returns the last name of the user who created the transaction. [[SubPolSystemID]]: This is a placeholder that automatically inserts the transaction ID for the current transaction. This parameter should not be changed. Returns (text): Returns the last name of the user who created the transaction. See the Concatenation section for instructions on combining multiple text results.

27 Functions 24 $ModifiedByFirstName([[SubPolSystemID]]) Returns the first name of the last user to make changes to the transaction. [[SubPolSystemID]]: This is a placeholder that automatically inserts the transaction ID for the current transaction. This parameter should not be changed. Returns (text): Returns the first name of the last user to make changes to the transaction. See the Concatenation section for instructions on combining multiple text results. $ModifiedByLastName([[SubPolSystemID]]) Returns the last name of the last user to make changes to the transaction. [[SubPolSystemID]]: This is a placeholder that automatically inserts the transaction ID for the current transaction. This parameter should not be changed. Returns (text): Returns the last name of the last user to make changes to the transaction. See the Concatenation section for instructions on combining multiple text results. $Count(p0) Counts the number of records in a range of fields. P0 (any type): Any mix of fields and grid columns. Returns (numeric): Number of records in collection p0. $Sum(p0) Calculates the sum of a range of fields. P0 (numeric collection): Any mix of numeric fields, grid columns, and policy details. Returns (numeric): The sum of elements in collection p0. $Avg(p0) Calculates the average of all values in a specified range of fields. P0 (numeric collection): Any mix of numeric fields and grid columns. Returns (numeric): The average value in collection p0. $Round(p0,p1,p2) Takes a provided numeric value or field, and rounds it to the nearest value, according to the selected mode. P0 (numeric): Value to be rounded P1 (Positive Integer): Precision or nearest value. Rounds to the appropriate multiple of the provided value. P2 (Integer): Rounding mode: 0 = Rounds to the nearest multiple of P1, with the exact midpoint rounding up. 1 = Rounds up to the next multiple of P1. 2 = Rounds down to the next multiple of P1. Returns (numeric): Round off p0 parameter to the appropriate multiple of p1 according to the round mode p2

28 Functions 25 $Exp(p0,p1) Calculates exponential values. P0 (numeric): Base value P1 (numeric): Exponential value. Returns (numeric): Returns the value of p0 to the power of p1. Exceptions: 0 or any positive base number to the power of 0 will return 1. 0 base to the power of any negative number will return 0. Any negative base number to the power of any decimal value will return 0. eg. $Exp(2,3) will return 8. $Exp(2,0) will return 1. $Exp(0,-3) will return 0. $Exp(-2,3.5) will return 0. $InterpolatedLookup(p0,p1,p2) Calculates interpolated or extrapolated information. When provided with a range of known values in an (x, y) grid, this function will take a specific x-value and determine its y-value using the existing data. For a detailed description of this function, see the Interpolation/Extrapolation section. P0 (text): The Code of the table containing the data. The first column of the table must be a numeric column to be used as the y- values. P1 (text): The name of the column containing the x-values. This must be a numeric column with unique values. P2 (numeric): The x-value for which to calculate the y-value. Returns (numeric): The interpolated or extrapolated value of y. Exceptions: If the P2 value exactly matches an x-value in the P1 column, the function returns the associated y-value. If the table only contains one row of data, interpolation/extrapolation is not possible. The function will return the single y-value. If the P0 lookup table is empty, the function will return 0. $AdjustedMonths(p0,p1,p2) Divides one number by another, and adds 1 to the total if the remainder exceeds a specific amount. This function is commonly used to determine how many months are in a specific number of days, possibly including a partial month. P0 (numeric): The dividend, the number to be divided P1 (numeric): The divisor, the number to divide by P2 (numeric): If the remainder equals or exceeds this value, the result is increased by 1 Returns (integer): The whole number resulting from the division and remainder. eg. This function can be used to convert a number of days into months, with any remainder meeting or exceeding 16 days counting as an additional full month. Enter the number of days, which can come from a field or other function, divide by the average length of a month, 30 (for example), and set the remainder threshold to 16. $AdjustedMonths([[DaysField]],30,16) If [[DaysField]] equals 130, the number of months is 4 with a remainder of 10. Since 10 is less than the remainder threshold, the final value is 4. If [[DaysField]] equals 78, the number of months is 2 with a remainder of 18. Since 18 is more than the remainder threshold, the final value is 3.

29 Functions 26 $Min(p0) Identifies the lowest value in a specified range of fields. P0 (numeric collection): Any mix of numeric fields and grid columns. Returns (numeric): The minimum value in collection p0. $Max(p0) Identifies the highest value in a specified range of fields. P0 (numeric collection): Any mix of numeric fields and grid columns. Returns (numeric): The maximum value in collection p0 $SetMin(p0,p1,p2) Identifies the lowest value in a specified range of fields, and compares it to a provided minimum or maximum value. P0 (numeric collection): Any mix of numeric fields and grid columns. P1 (numeric): The minimum or maximum value returned, depending on the Mode. P2 (numeric): Mode 0 = P1 is a minimum value 1 = P1 is a maximum value Returns (numeric): Mode 0 = Lowest value of p0, unless it is lower than p1, in which case p1 is returned. Mode 1 = Lowest value of p0, unless it is not as low as p1, in which case p1 is returned. $SetMax(p0,p1,p2) Identifies the highest value in a specified range of fields, and compares it to a provided minimum or maximum value. P0 (numeric collection): Any mix of numeric fields and grid columns. P1 (numeric): The maximum or minimum value returned, depending on the Mode. P2 (numeric): Mode: 0 = P1 is a maximum value 1 = P1 is a minimum value Returns (numeric): Mode 0 = Highest value of p0, unless it is higher than p1, in which case p1 is returned. Mode 1 = Highest value of p0, unless it is not as high as p1, in which case p1 is returned. $Parent(p0) For use with multi-level parent and child grids. This function is used within a child grid to search all parent grids for the specified column, then returns the value from that column correlated to each entry in the child grid. P0 (text): The field (column) Code to be found among the parent grids. This condition is literal and must contain the Code of the field, no placeholders or functions can be used here. Returns (any): The correlated value from the selected field in the parent grid.

30 Functions 27 $Child(p0) For use with multi-level parent and child grids. This function is used within a parent grid to search all child grids for the specified column, then returns all values from that column correlated to each entry in the parent grid. P0 (text): The field (column) Code to be found among the child grids. This condition is literal and must contain the Code of the field, no placeholders or functions can be used here. Returns (any): The correlated values from the selected field in the child grid. Multiple values are returned separated by pipe characters ( ). The results can be displayed directly using a text field, but this function is primarily intended for use within other grid related functions such as $Sum, $Count, and $Avg. Since this function can return multiple values, it cannot be used in calculations or as a condition in functions that expect a single input value. $Replace(p0:Label,p1,p2) When pulling data from a grid, field, or function that returns multiple values, the results are received in a delimited format where the values are separated by the pipe ( ) character. This function removes the pipe characters and replaces them with characters defined in the parameters. This allows the results to be displayed on-screen, or in generated s and documents, in a clean and legible format. Missing values are skipped without adding an extra separator. P0 (source): Field or function that returns multiple values. :Label (optional): When pulling data from a field that uses an option list (drop downs, multi selects, and radio buttons), the default [[Placeholder]] format will return the codes for the selected options. Using [[Placeholder:Label]] will return the labels for the selected options instead of the codes. P1 (text, optional): The text to be replaced. Note that P1 and P2 must both be used, or neither should be used. If both P1 and P2 are left out, the function defaults to just replacing the pipe character. P2 (text, optional): The text that will replace the P1 text. Note that P1 and P2 must both be used, or neither should be used. If both P1 and P2 are left out, the function defaults to a comma followed by a space. The comma, round brackets ( ), and doublesquare brackets [[ ]] should not be used. Returns (text): Text string with all pipe characters or P1 text replaced by a comma and a space or the P2 text. eg. $Replace([[StatesField]]) If the [[StatesField]] column has three states, the results would be "New York, Florida, California" (without the quotes). $Replace([[OptionsList:Label]],R-,Region ) If the [[OptionsList]] field is a multi-select with "Canada R-1", "US R-1", "Europe R-2", and "China R-6" selected, the results would be "Canada Region 1 US Region 1 Europe Region 2 China Region 6". Note the space after "Region " in the parameters. $Replace($Replace([[OptionsList:Label]],R-,Region )) With the previous function included in a standard replace without P1 and P2, the results can then have the pipes replaced. The results of this function would be "Canada Region 1, US Region 1, Europe Region 2, China Region 6". Notes: This function changes the data to a single string of text. Even if the source was a grid column, the results of this function cannot be used in a repeater to build a table in a document or . If the P2 parameter includes any mathematical symbols, such as +, -, and /, the String: prefix should be used to return the results as text and prevent the system from trying to resolve the results as a mathematical equation.

31 Functions 28 $GetOFACScan(p0) Takes a provided field and compares the text to standard OFAC lists of names and places under government sanctions. P0 (text): Text field to be scanned Returns (numeric): Match value from a standard OFAC scan based on the input parameter p0. The returned value is from 0 to 100, 100 being a perfect match, 0 being no match. $Compliance(p0,p1,...) Takes a provided field and compares the text to one or more lists of names and places under sanctions. P0 (text): Text field to be scanned P1 (text): Code of the first list the data should be checked against. At least one list must be included, but additional lists can be provided, separated by commas. See Appendix A - $Compliance Function Parameters for all available lists and their codes. Returns (numeric): Match value based on the input parameter p0. The returned value is from 0 to 100, 100 being a perfect match, 0 being no match. If more than one list is provided, the highest value is returned. $Lookup(p0,p1,...,p10) Takes one or more condition fields and checks a lookup table for the value that matches the conditions, returning that value. Lookup tables are configured in the Lookup Tables option in the Product Design menu. For details about configuring lookup tables, see the Lookup Tables section of the Bridge User Guide - Product Design document. P0 (any): Code of the lookup table to be checked P1 (any): The first condition to be used in identifying the appropriate value. Additional conditions can be added, separated by commas. The number of conditions in the function should match the number of conditions in the target lookup table. If the function includes more conditions than exist in the table, the function does not return any value. If the table includes more conditions than are used in the function, the function returns the first value that matches the conditions. There is a maximum of ten conditions. Returns (any): The function checks the Effective Date of the current transaction, and looks for any versions of the lookup table that are valid for that date. If more than one version is valid for the date, the most recent table is used. The functions returns the first value in the table that matches all of the conditions. If the lookup table does not have a version valid for the date, the function does not return any value. If the function is used to lookup numerical values, the function can be used as-is. If the values include text or any non-numerical characters, the String: prefix must be used (detailed here). $If(p0,p1,p2) Evaluates a trigger and returns one value or another. P0 (trigger) Code of trigger to be evaluated P1 (matches type of field): The value to return if the trigger evaluates as true P2 (matches type of field): The value to return if the trigger evaluates as false Returns (matches type of field): Parameter 1 or 2, depending on the result of the trigger.