1 Reply Latest reply: May 15, 2014 10:05 AM by mdyoung _ RSS

    Summary

    Tim Racht

      Hello anyone,

      We have a report that we can create a summary to obtain the data listed below.  What we are actually looking for is a report to capture the claims and/or occurrences with incurred amounts over a specified amount or $1.0m in our case.  In the example below, the end report would need to capture claims 2,3,4,6,7,8 and 13 and subtotal the paid, paid lae, reserves and incurred by claim and/or occurrence, in the event the claim or occurrence is equal to or greater than $1.0m.  Would anyone have an idea how we can accomplish this.

       

      Claim #     Occurrence     DOL     Paid     Paid LAE     Reserve        Incurred

      1                  1/1/2009     $490,000     $10,000     $120,000        $620,000

      2     00601             5/5/2009               $550,000        $550,000

      3     00601             5/5/2009               $800,000        $800,000

      4                  1/1/2009               $1,200,000 $1,200,000

      5     00602             6/6/2009               $340,000        $340,000

      6     00601             5/5/2009               $1,100,000 $1,100,000

      7     00603             2/2/2009               $600,000        $600,000

      8     00603             2/2/2009               $700,000        $700,000

      9                  1/1/2009               $400,000        $400,000

      10                  5/5/2009               $475,000        $475,000

      11                  6/6/2009               $350,000        $350,000

      12     00604             2/2/2009               $675,000        $675,000

      13                  2/2/2009               $1,700,000 $1,700,000

      14                  6/6/2009               $750,000        $750,000

      15     00605             6/6/2009               $400,000        $400,000

        • Summary
          mdyoung _

          Hi, Tim. I believe I resolved your issue; however, without knowing the layout of your data table, I'm not quite sure if this will help you or not, but maybe it'll lead you in the right direction.

           

          First, I had to create a calculated field called "Reference" to be used in the summary that either represents the Claim # (if present) or the line number. This will provide us something to group the calculations on. It's a character field with the following formula:

           

          IIf( = "", "Line " + Trim(Str(Line())), )

           

           

          In the summary, place "Reference" in the Key Field section and add Count, DOL, Paid, Paid LAE, etc. to the Measure section.

           

          Next, view the properties of the field "Reference" in the Key Field section. On the Matching tab, select the option "Measure limit" --> select DOL in the drop-down menu --> choose the >= operator and specify your limit amount (in this case 1000000).

           

          The final outcome that I received is as follows:

           

          [FONT="Courier New"]

          Reference   count          DOL         Paid      PaidLae     Reserved     Incurred

          00601           3   $2,450,000   $2,450,000       (Null)       (Null)       (Null)

          00603           2   $1,300,000   $1,300,000       (Null)       (Null)       (Null)

          Line 14         1   $1,700,000   $1,700,000       (Null)       (Null)       (Null)

          Line 5          1   $1,200,000   $1,200,000       (Null)       (Null)       (Null)

          All Others      8   $3,880,000   $3,400,000     $120,000     $620,000       (Null)

          /FONT

          /CODE

           

          Hope this helps,

           

          Micheal