Filters for Portfolio Creation

The following table details the filters that you can use to create or update a dynamic portfolio or retrieve a subset of the reinsurance treaties (or layers) in a business unit.

Table: Portfolio Layer Filters

UI Display Name	API Property Name	Applied Entity	Type	List	Operator Group (see table below)	Notes
Company Name	CompanyName	ViewReinsuranceTreatyDetails	String	No	1
Program Name	ProgramName	ViewReinsuranceTreatyDetails	String	No	1
Treaty ID	LayerName	ViewReinsuranceTreatyDetails	String	No	1
Contract Type	ProgramTypeCode	ViewReinsuranceTreatyDetails	String	Yes	3	Possible values are in the tReinsuranceType table of the AIRReference database and the Filter Criteria area of the Dyanmic Portfolio tab in the user interface. AGGXOL = Aggregate excess of loss CATB = Catastrophe bond CATXOL = Catastrophe excess of loss GU = Ground up ILW = Industry loss warranty QS = Quota share
Premium	Premium	ViewReinsuranceTreatyDetails	Double	No	2
Reinstatement Premium	ReinstatementPremium	ViewReinsuranceTreatyDetails	Double	No	2
Status	SubmitStatusCode	ViewReinsuranceTreatyDetails	String	Yes	3	Possible values are in the tSubmitStatus table of the AIRReference database and the Portfolio Filter pane of the New Portfolio Loss Analysis screen in the user interface. For example, S represents the Submitted status.
Date Effective From	InceptionDate	ViewReinsuranceTreatyDetails	DateTime	No	2
Date Effective To	ExpirationDate	ViewReinsuranceTreatyDetails	DateTime	No	2
CUSIP	CUSIP	ViewReinsuranceTreatyDetails	String	No	1
Principal Amt	PrincipalAmount	ViewReinsuranceTreatyDetails	Double	No	2
Investment Amt	InvestmentAmount	ViewReinsuranceTreatyDetails	Double	No	2
Spread %	PercentAnnualSpread	ViewReinsuranceTreatyDetails	Double	No	2
Area Name	AppliesToAreaName	ViewReinsuranceTreatyDetails	String	No	1
Occurrence Limit	OccurrenceLimit	ViewReinsuranceTreatyDetails	Double	No	2
Occurence Retention	OccurrenceRetention	ViewReinsuranceTreatyDetails	Double	No	2
Aggregate Limit	AggregateLimit	ViewReinsuranceTreatyDetails	Double	No	2
Aggregate Retention	AggregateRetention	ViewReinsuranceTreatyDetails	Double	No	2
Coinsurance	CoInsuranceAmount	ViewReinsuranceTreatyDetails	Double	No	2
Gross %	ParticipationGross	ViewReinsuranceTreatyDetails	Double	No	2
Net %	ParticipationNet	ViewReinsuranceTreatyDetails	Double	No	2
Participation 3	Participation3	ViewReinsuranceTreatyDetails	Double	No	2
Participation 4	Participation4	ViewReinsuranceTreatyDetails	Double	No	2

Table: Operators for Portfolio Layer Filters

Operator Group	Valid Operators
1	IsEqualTo, IsNotEqualTo, StartsWith, EndsWith, Contains, DoesNotContain, IsContainedIn, IsNotContainedIn
2	IsEqualTo, IsNotEqualTo, IsLessThan, IsLessThanOrEqualTo, IsGreaterThanOrEqualTo, IsGreaterThan
3	IsContainedIn, IsNotContainedIn
4	IsEqualTo
5	Contains, DoesNotContain

Example

Portfolio Layer Filter
<b:Filter xmlns:c="AIR.Services.Common.Filter.Data"> <c:Created i:nil="true"/> <c:Expression i:type="c:CompositeExpression"> <c:Tag i:nil="true"/> <c:FilterExpressions> <c:FilterExpression i:type="c:SimpleExpression"> <c:Tag i:nil="true"/> <c:AppliedEntity>ViewReinsuranceTreatyDetails</c:AppliedEntity> <c:Operator>DoesNotContain</c:Operator> <c:PropertyName>CompanyName</c:PropertyName> <c:Value i:type="d:string" xmlns:d="http://www.w3.org/2001/XMLSchema">PROG_PERF</c:Value> </c:FilterExpression> </c:FilterExpressions> <c:LogicalOperator>And</c:LogicalOperator> </c:Expression> <c:ExpressionSQL i:nil="true"/> <c:FilterType i:nil="true"/> <c:ID i:nil="true"/> <c:Intent>0</c:Intent> <c:Modified i:nil="true"/> <c:Name i:nil="true"/> </b:Filter>

Portfolio Layer Filter

<b:Filter xmlns:c="AIR.Services.Common.Filter.Data">
            <c:Created i:nil="true"/>
            <c:Expression i:type="c:CompositeExpression">
                <c:Tag i:nil="true"/>
                <c:FilterExpressions>
                    <c:FilterExpression i:type="c:SimpleExpression">
                        <c:Tag i:nil="true"/>
                        <c:AppliedEntity>ViewReinsuranceTreatyDetails</c:AppliedEntity>
                        <c:Operator>DoesNotContain</c:Operator>
                        <c:PropertyName>CompanyName</c:PropertyName>
                        <c:Value i:type="d:string"
                            xmlns:d="http://www.w3.org/2001/XMLSchema">PROG_PERF</c:Value>
                    </c:FilterExpression>
                </c:FilterExpressions>
                <c:LogicalOperator>And</c:LogicalOperator>
            </c:Expression>
            <c:ExpressionSQL i:nil="true"/>
            <c:FilterType i:nil="true"/>
            <c:ID i:nil="true"/>
            <c:Intent>0</c:Intent>
            <c:Modified i:nil="true"/>
            <c:Name i:nil="true"/>
        </b:Filter>