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Although attempts are made to make the information in these bulletins accurate and understandable, they are only a guide. Any time you are making changes to Power Broker or to Windows, there is a chance of things going wrong. If you feel something is beyond your abilities or just not quite clear, contact our technical support department or get someone with computer experience to help you.
IMPORTANT NOTE: When typing these in, it’s important to use the proper capitalization and spelling.
Do NOT use any carriage returns should these samples drop to more than just one line.
The Expression Builder is a tool that can be used to develop your own results from a wide variety of database fields. The Expression Builder can be accessed from several report areas of Power Broker.
| Type of Command | Sample | |
|---|---|---|
| 1 | Show Producer Code on Customer | Customer.pcode=”RP” |
| 2 | Empty Customer Phone Number | EMPTY(Customer.h_phone) |
| 3 | Customer Status Code for CLI | Customer.sectcode = ‘CLI’ |
| 4 | Customer Postal Code Range | Customer.h_postzip => “V0V 1A1” and Customer.h_postzip =< "V0V 9Z9" |
| 5 | Customer Phone Number Query | Customer_phone = “(250)” |
| 6 | All Customers Excluding One Producer | Customer.pcode # ‘JJ’ |
| 7 | All Customers Excluding Two Producers | Customer.pcode # ‘JJ’ and Customer.pcode # ‘ZZ’ |
| 8 | Policy Effective for a Range of Dates | Poll.effective >= ctod(“01/01/2007”) and Poll.effective <= ctod("01/01/2009") |
| 9 | Policies for One Insurer | Poll.insurer = ‘DOMI’ |
| 10 | Policies for One Producer with NOT Empty Customer Reference number | Customer.pcode = ‘DDD’ and !empty(Customer.xref) |
Single expressions can be joined to other expressions using the ‘and’ command. (You may have numerous expressions joined one after another using the ‘and’ command)
Example:
Customer.pcode = “RP” and EMPTY(Customer.h_phone) and Customer.sectcode = “CLI”
The results would list customers with RP as the producer code, that have an empty customer home phone number, and the customer status code has CLI in it.
When the Expression Builder is brought up, the table at the bottom will display different table options depending on which menu choice you open the expressions builder from.
If you open the Expression Builder from Customers, and one of the reports, you will see the word ‘Customer’ in the From Table. If you open Expression Builder from Policies, Print Expression builder, you’ll note that the Poll database is exposed. Should there be other databases to draw data from, when you click on the drop down menu, you will see other different ‘Fields’ that you may want to draw from from some of the other sub tabs of the Customer or Policy screens.