Table Definition Overview
in
AXIS Users Guide - Basics of Table Definition
Once a logical file has been created to
link DataLink with the extract source file, it is necessary to set
up tables that will convert the data into a format that AXIS can
process. This is done through the creation of module specific
mandatory and user defined tables.
Creating a Table
Begin by selecting View / DataLink / Table from the menu
bar. This will open the DataLink Table object list. To create
a new table, click on the Action button and select
New; the Create DataLink Table wizard will open.
- Step one of the DataLink Table Wizard allows you to select the
type of table you wish to create. The available options will
be depend on which module you are currently working within, but the
table definition process remains the same. For this example, let us
consider working with the Policy Information table. Once you
have selected the type of table you wish to create, give the table
a meaningful name and click the Next button.
- Step two allows you to define whether the table will be loaded
from a source file and also allows you to select a source file if
it is to be used. Valid DataLink logical files will be displayed in
the drop down list. Select your source file and table type,
then click Next to proceed to the next step.
- Step three allows you to select which records will populate
this table by establishing filtering based on a record code. If the
file contains records of varying record layouts, a Record Code
field must be present at the same location in all record formats
that will indicate the type of record and thus its layout. If the
valid record code is defined, along with the starting position of
the field in the source record, then records with that code are
included in the loading process. Alternatively, you may choose to
define which record code is invalid (i.e. skipped) by inserting the
value of that code on the Table Definition form, and specifying a
starting position of the field in the source record preceded by a
negative sign. Record Codes are tested at the very beginning of the
loading process and are thus a very time efficient way to filter
out the required records. The Record Code can also be used for
filtering purposes other than just record layout, such as business
type (reinsurance or direct) or product type, but you are limited
to entering only one valid (or invalid) Record Code. Note, however,
that the specified valid code may include the wild card character
"?" as part of the code, which will effectively allow you to select
multiple codes at once. Other record filtering approaches may
provide even more power and flexibility.
- Click Finish to complete the wizard.
When the Wizard exits, the field definition window for the newly
created table will open. If the table is not of type user
defined, the field definition window will contain a number of
mandatory fields (designated by an M in the object list)
which AXIS requires to perform its calculations. These, along
with any user added optional fields (O) are the fields that
will be used in AXIS calculations. User defined fields (U)
are used for data analysis and reporting or to assist in defining
calculated mandatory fields and/or optional fields. User defined
fields are not used in AXIS calculations.
You can modify a field by highlighting it and clicking on the
Properties button at the bottom of the Field Definition
Window. The Main tab that pops up automatically allows you to
rename a user defined field, set the source of a field (Input,
Calculated or Default) and make notes in the Notepad regarding a
specific field.