Change Rate Table Based on Policy Code

Questions about and code samples for custom order rules and validation within Select.
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kendale.wyatt
Posts: 19
Joined: Wed Sep 26, 2018 1:24 pm

Change Rate Table Based on Policy Code

Post by kendale.wyatt » Tue Oct 16, 2018 1:11 pm

Is there a way to select a rate table based on the policy code that is entered? For example, if the user sets the policy lookup code to R-18 Refinance of Construction Loan then the premium rate table would change to the Interim Construction Loan Rate Table. I was trying to do this as a formula but I have had no luck. Below is one of the examples of what I have tried as a formula.

If ( {{.Parent{TitleInsuranceCalculation}.PolicyLookupCode}} = "FG-TX-1-1-2018 R-18 Refinance of Construction Loan" ) Then
({{Order.Title.TitleInsuranceCalculations.LoanPolicy.PremiumCalculation.PremiumRateTable.Entries.Item.Type}} = "TX-5-1-2013 Interim Construction Loan Rate Table")
EndIf

BobRichards
Posts: 1006
Joined: Wed Jan 15, 2014 3:50 pm
Location: Raleigh, NC
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Re: Change Rate Table Based on Policy Code

Post by BobRichards » Tue Oct 16, 2018 1:20 pm

This forum is reserved for Python Custom Order Rules. Please post formula related items to Integration Development or Integration Development/General.

Thanks.
Bob Richards, Software Developer, SoftPro

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