Relationships

Companies > [Company] > Programs > Program Details > Relationships

A reinsurance structure is a collection of programs associated with a company. Relationships are the way this collection of programs interacts with each other.

Note:

A company can have multiple reinsurance structures and any program can belong to multiple reinsurance structures.

To establish relationships for a program and view and manipulate these relationships visually:

Procedure

  1. In the Program pane select the Relationships tab.
  2. Drag an existing program from the Available Program Templates pane onto the canvas, or, drag a new program type from New Programs onto the canvas. If the program is new you will be prompted for a program name. A new program is auto populated with defaults established in the Administration Console.
  3. Drop the program onto another program to establish a relationship between the two. Enter relationship information into the Create Relationship dialog box:

    • Parent or child

    • Relationship (Source or inuring)

    • Perspective (Company, contract, or net retained)

    • Participation (100%, Gross, Net, Part 3, Part 4)

    More than one program can be selected and dropped onto another program at one time; relationships are established in one dialog. A program can also be dropped onto the canvas but not onto another program and have no relationships. The arrows connecting the programs indicate the type of relationship (sourcing and assessment or inuring); refer to the key in the lower left corner of the pane for more information.

    Note:

    Use the viewing tool in the bottom right corner to adjust magnification of the pane contents, zoom to 100% or to fit to screen

  4. Click a program in the canvas to view and/or edit any relationships in the Relationship Properties Manager pane.
  5. Double-click any program to open the Edit Program Details pane and update any program details; be sure to click Save to save your changes.
  6. To copy a program, right-click on the program and select Copy; make appropriate selections in the keyref="k_help_tsre_ dialog box.

    The copied program will show up in the Available Program Templates pane.

  7. To remove a program click (icon) in the upper right corner of the program box, or select it and click Delete on the keyboard, or right mouse click and select Delete from the drop-down menu.
    Note:

    Child programs will be deleted along with a parent program.

  8. Click to save your changes.