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TPOL
POL_ID
POL_CSTAT * STATUS CAN TELL PENDING OR NOT
POL_APP_RECVD_DT * APPLICATION RECEIVE DT
POL_UW_DESC_TYPE * FINAL DECISION TYPE,
POL_UW_DESC_DT * DECISION MADE DT
The week ending is based on policy applicaction received date.. The formula to get the previous inventory = current inventory - final action(from previous to current) + received(from previous to current)
The logic to get the report is,
1. Say current date is 16Aug2007, and I need to generate inventory report from 01Mar07 to 30Mar-07. 2. Check POL to get the count of pending policies, say for example is 400. 3. check POL to get the count final action(final underwriting decision made) during 31Mar07 to 16Aug07, say for example is 200. 4. check POL to get the count Received(application received) during 31Mar07 to 16Aug07, say for example is 180. 5. apply formula 400 - 200 + 180 = 380
That how you get 380 in the report. Is it possible to generate in webfocus? Thanks
Regards,
Jacky
Posts: 20 | Location: Toronto | Registered: August 13, 2007
If I may, let me ask a question first. We use the same type of report (I work in insurance as well). Since you have dates of final action, wouldn't it just be easier to count the number of policies that were pending (app received) on or before 01Mar07 that had final action sometime after 30Mar07. This should give you the number that were pending on 30Mar07.
Regards,
Darin
In FOCUS since 1991 WF Server: 7.7.04 on Linux and Z/OS, ReportCaster, Self-Service, MRE, Java, Flex Data: DB2/UDB, Adabas, SQL Server Output: HTML,PDF,EXL2K/07, PS, AHTML, Flex WF Client: 77 on Linux w/Tomcat
Posts: 2298 | Location: Salt Lake City, Utah | Registered: February 02, 2007
That would be total final action after 30Mar07. If the final action were before 30Mar, they would not be pending on 30Mar.
Regards,
Darin
In FOCUS since 1991 WF Server: 7.7.04 on Linux and Z/OS, ReportCaster, Self-Service, MRE, Java, Flex Data: DB2/UDB, Adabas, SQL Server Output: HTML,PDF,EXL2K/07, PS, AHTML, Flex WF Client: 77 on Linux w/Tomcat
Posts: 2298 | Location: Salt Lake City, Utah | Registered: February 02, 2007
you can just use a COMPUTE for that functionality: COMPUTE AGG_COUNT/I9=AGG_COUNT + countfld;
Regards,
Darin
In FOCUS since 1991 WF Server: 7.7.04 on Linux and Z/OS, ReportCaster, Self-Service, MRE, Java, Flex Data: DB2/UDB, Adabas, SQL Server Output: HTML,PDF,EXL2K/07, PS, AHTML, Flex WF Client: 77 on Linux w/Tomcat
Posts: 2298 | Location: Salt Lake City, Utah | Registered: February 02, 2007