The Portfolio Composition app enables you to readily access intelligence about your portfolio and risk position, from your laptop or mobile device! If enabled for your organization, this application will provide easy to use dashboards, tailored to specific user roles and business use cases, which will help you quickly gain focus and perspective. There are a few steps you need to take to configure Portfolio Composition dashboards before you can make them available to your organization.
Configuring options for Portfolio Composition
To start setting up data for the Portfolio Composition app, select the Manage Data tab and select a dataset (that is already imported into SpatialKey) you want to visualize. Note that before data can be set up for use, a policy file must be attached to the location file. If you haven’t already completed this step, check out this article on Policy File Setup before proceeding. For the Sample Dataset, you can see below that a policy file has already been associated with the location file. We can now start to “setup” our data for Portfolio Composition.
Note that all users can view this option, but only Creators/Editors can configure and change the setup.
Identify Policy Fields
Identify fields from your policy file to help us interpret your data and properly display it in the dashboard. Only Policy ID and Line of Business are required, but you will want to identify more fields to gain the most intelligence from the Portfolio Composition app.
Note that Policy ID should be a unique identifier for each policy. It’s possible that the same policy is endorsed for multiple perils, in which case you will want to provide an individual record for each Peril-Policy ID combination.
Note that policy file column names (with the exception of premium) from the source data will be used, so be sure to name them appropriately in the dataset before importing into SpatialKey. For example. if your “Line of Business” column name is “LOB”, “LOB” will appear in Portfolio Composition dashboards. We’ve provided select dimensions for guidance.
Note that some dimensions are hierarchical, including:
- Line of Business and Product Line
- Branch and Underwriter
Identify Location Fields
Identify fields from your location file to help us interpret your data. Only Location ID and TIV are required, but you may want to include more fields to get the most out of the Portfolio Composition app.
Note that Location ID should be a unique identifier for each location.
Identify optional fields from your location file. Note that these are peril-specific.
Note that location file column names (with the exception of TIV and AALs) from the source data will be used in SpatialKey, so be sure to name them appropriately in the dataset before importing into SpatialKey. For example, if your “Occupancy” column name is “occtype”, “occtype” will appear in your dashboard.
That’s it, you’ve successfully set your data up for use in the Portfolio Composition app! You can also “edit/view” to adjust configurations.