Reference Data

User-extensible lookups underpinning treaties, programs, and risk lines. Two fixed enums (customer_type, primary_excess) live in the schema only.

Business entities

Organizations (insurers + MGAs) and the underwriting programs you write under them.

Organizations

Insurers and MGAs, distinguished by organization type.

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Programs

Underwriting programs scoped to an organization (taxonomy-classified).

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P&C taxonomy

Coverage → ASLOB → Schedule P → Risk Segment. Users only pick Coverages (+ peril + premium $ + loss $); everything to the right is auto-derived via 1:1 FKs.

P&C Taxonomy

Master crosswalk plus per-table editors for Risk Segments, Schedule P, ASLOB, and Coverages.

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Other reference data

Geography, currency, glossary, and miscellaneous lookups.

Financial Glossary

Canonical labels and editable definitions for statement rows and pricing results.

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Geographies

Broad geographic regions for treaty/program scope.

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State / Regions

US states and broader regions for state concentrations.

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Currencies

ISO 4217 currency codes (single-currency MVP — USD only).

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Products

Optional product categorization.

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