Prerequites---------------------------------------

Insured Amount : currency

Coverage Term: picklist “10 Years” till “25 Years” with 5 years increments
Height: Picklist starting at 4’10” going till 7’
Weight: number
Smoker: picklist (yes / no)
Avg Nb Cigarettes per Day: number
----------------------------------------------------------
Creating Calculation matrices-------------
----------------------------------------------------------
1. Smoker Coefficient--------------
---------------------------------------------------------
Smoking Status Coefficient
--------------------------------------------
Non Smoker 1
Less than 10 cigarettes a day 1.2
11 or more cigarettes a day 1.35
-----------------------------------------------
2. BMI Coefficient-----------------
-----------------------------------------------
BMI Coefficient
Below 18.5 1.2
18.5 - 24.9 1
25 - 29.9 1.2
> 30.0 1.5
----------------------------------------------
3. Term Coefficient----------------
------------------------------------------------
Term Coefficient Coefficient
10 years 1
15 years 1.1
20 years 1.25
25 years 1.5
-----------------------------------------------------------------------------------
--
4. Monthly Life Insurance Rates Coefficient--------
-----------------------------------------------------------------------------------
----
Age Band Rate per $1,000
--------------------------------
Male Female
--------------------------------
18 to 29 0.0195 0.01625
30 - 34 0.021 0.0175
35 - 39 0.0225 0.01875
40 - 44 0.0435 0.03625
45 - 49 0.0615 0.05125
50 -54 0.1005 0.08375
55 - 59 0.1725 0.14375
60 - 64 0.2205 0.18375
65 - 69 0.3855 0.32125
70+ 0.6405 0.53375
-----------------------------------------------------------------------------------
-----
enable all the matrices
-----------------------------------------------------------------------------------
-----
-----------------------------------------------------------------------------------
-----
-----------------------------------------------------------------------------------
-------
preminum calculation Procedures
-----------------------------------------------------------------------------------
-
create 5 variables for inputs
-----------------------------
1. Age Band
2. Smoking Status
3. Gender
4. BMI Status
5. Term Status
6. Insured Amount
------------------------------
create 5 variables for outputs
------------------------------
1. Smoker Coefficient
2. BMI Coefficient
3. Term Coefficient
4. Rate per $1,000
5. Premium
------------------------------------------------------------------
-------------------------------------------------------------------
Stimulate and check --
--------------------------------------
Data Raptors
------------------------------------------------------------------
Extrating --------
DataRaptor extract -- to extract data from two objects
--------------------------------------------------------------------
Inserting\Uploading--------
DataRaptor load -- to insert or uploading
-------------------------------------------------------------------
Quote creation
user entered details are used to create quote record && considering no previous
quote
------------------------------
Quote creation details

vlocity_ins__MonthlyPremium__c with premium amount

Fill AccountId with the account of opportunity
Fill ContactId with the PersonAccount
Fill Effective Date with current date
Fill Expiration Date with current date + 14 days
Fill OpportunityId with the Opportunity
Fill Name with Name of Person Account + Current Date + Sum Insured + Term
Fill the following with value from Screen 1 and 2 :
Insured Amount
Term
Height
Weight
Smoker
Avg Nb Cigarettes per Day
Set Quote Status to “Draft”

--------------------------------------------------------------
create omnisripts
name --> Quoting Process Omniscript
------------------------------------------------------
Step1 --> Coverage Information
2 fiels are needed
1. Coverage Amount is Insured Amount in Quote object
100000
150000
200000
250000
300000
350000
400000
450000
500000
550000
600000
650000
700000
750000
800000
850000
900000
950000
1000000
2. Coverage Term is Coverage Term in Quote object( picklist values should be same)

---------------------------------------------------------------
Quote:
Coverage Amount: value entered in Step 1
Coverage Term: value entered in Step 1
Monthly Premium Amount(USD): value of the yearly premium calculated in USD (see
Premium Calculation process below)
Monthly Premium Amount(CAD) display only if Quote in CAD is checked in Step 2 (see
Converting Premium amount below for conversion)

https://apilayer.com/marketplace/exchangerates_data-api?
_gl=1*18e5kbz*_ga*MTg2OTI5NDY4Mi4xNjY4Njk2ODk1*_ga_HGV43FGGVM*MTY2ODY5Njg5NC4xLjAuM
TY2ODY5Njg5NC42MC4wLjA.#

vNZOVFvArVzBFBhBb56XuLTq3Ey7Izgp

INTEGER(SPLIT(%How tall are you%, "'", 2)[0]) * 12

INTEGER(SPLIT(%How tall are you%, "'", 2)[0]) * 12 + NUMBER(SUBSTRING(SPLIT(%How
tall are you%, "'", 2)[1],0,2))

703 * (%How_much_do_you_weigh% / (POW(INTEGER(SPLIT(%How tall are you%, "'", 2)[0])

* 12 + NUMBER(SUBSTRING(SPLIT(%How tall are you%, "'", 2)[1],0,2)),2)))

IPResult:conversionRate: 1.342755

{"ContextId":"006Dn000002NS9tIAG","timeStamp":"2022-12-
02T16:09:52.412Z","userProfile":"System Administrator","userTimeZone":"-
480","userCurrencyCode":"USD","userName":"anitha.singh.salesforce-
70053128172@industryapps.edu","userId":"005Dn000000y5p5IAA","Coverage Information":
{"Coverage_Amount":"100000","CoverageTerm":"10 years"},"Step2":{"Number of
cigarettes":1,"age":18,"Checkbox1":true,"hieghtsInInches":58,"BMI
Index":14.628418549346017,"What is your sex":"Female","How tall are
you":"4'10\"","How_much_do_you_weigh":70,"do_you_smoke":"yes","What_your_birthday":
"2003-12-04"},"Premium Amount":2340,"conversionRate":1.347415,"Step3":{"Quote":
{"ca":"100000","coverageTerm":"10
years","monthly_p_m":2340,"mpa_cad":3152.9511},"Summary of your Quote":
{"Sex":"Female","BMI_Index":14.628418549346017,"Age":18,"Smoker":"yes"}},"contactId
":"","person_account_name":"Anitha Singh","account of
opportunity":"001Dn000005rocMIAQ","DRId_Quote":"quoteOppid"}