Model: GW - Policy Financial Premium - Calendar Year

The GW - Policy Financial Premium - Calendar Year model includes monthly snapshots of premium amounts based on the transaction booking date. The snapshots are aggregates of different types of premiums, such as written, inforce, and unearned. Analysts can use the model to create visualizations of premium amounts within accounting periods. They can view amounts by line of business, coverage, producer, and other attributes.

Source tables



The GW- Policy Financial Premium - Calendar Year model is built from a fact table and multiple dimension tables, as shown in the diagram.
Fact:
  • efr_fact_prem_calendaryear
Dimensions:
  • efr_dim_month
  • efr_dim_policyinfo
  • efr_dim_uwcompany
  • efr_dim_organization
  • efr_dim_producer
  • efr_dim_region
  • efr_dim_coverage

From each table, Guidewire selected specific columns to include in the model. They’re typical columns used in reporting and analysis. For details about each column in the model, see the Data dictionaries for Explore models.

Formulas

The Accounting Period formula converts the month end date into a business-friendly string. The result is an additional column called Accounting Period in the model. For example, if the Month End Date column has a value of 20250331, the Accounting Period column has a value of 'March 2025'.

The formula is created on the model in Explore. They aren’t part of the source tables in Explore or datasets Data Studio.

MTD, QTD, and YTD aggregates

The model includes Month-to-date (MTD), Quarter-to-date (QTD) and Year-to-date (YTD) aggregates for each premium amount. These columns make it easier to create reports for those time periods. For example:
  • MTD, QTD, and YTD Earned Premium
  • MTD, QTD, and YTD EBUR Premium
  • MTD, QTD, and YTD Written Premium

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