Plan cube · projection engine · plan vs actual
Plan the book
A PlanVersion is the scenario axis, a PlanFact is one cell of the plan cube on the Reinsurance dimensions, and three assumption archetypes — growth, ratio, amount — drive a five-year projection: the plan year is the planner's stored fact, every later year is assumption × driver, computed by scopes and streamed, never persisted. Actuals join from the cash-flow cube by financial year; variance is a cube subtraction.
What ships
- The plan cube — Plan Version (plan year, horizon, Budget|Forecast|Stress|AsIf, lineage via
BasedOn, lifecycle status), the hierarchical Plan Line dimension whose rows carry the projection pattern and the actuals mapping as ATTRIBUTES, and Plan Fact — a value in millions on PlanVersion × LineOfBusiness × UnderwritingYear × PlanLine × Currency at a projection year (financial year = plan year + projection). - Three assumption archetypes — Rate (growth, stored 1+v, default 1 = flat), Ratio (signed ratio to a reference line, default = the plan year's implied ratio) and Amount (absolute, default = carry the previous year), each one
double[]per projection year withValues[i]applying to projection i+1. - The Engine — the projection chain as one business-rules scope family per quantity (written/earned premium, attritional/large losses, commission, three expense components, technical result, combined ratio), with the plan/forecast dispatch as an applicability rule. Its Projection area streams every version's five-year technical statement; computed years are never persisted.
- The Variance — the plan-vs-actual join against the Reinsurance cash-flow cube: each plan line names the cash-flow type that feeds it, a development date's year is its financial year, and variance = actual − plan by cube subtraction. Areas: PlanVsActual (by line of business × underwriting year, Plan | Actual | Variance per financial year) and VersionComparison (a revision against the version it is based on).
- A worked sample plan — Budget 2027 and its forecast revision for the ReinsuranceDemo MTPL book: the renewal's 127.5m at the prior vintage's 0.68 loss ratio, revised to the bordereau-implied 0.72.
The reinsurance suite
Planning sits on top of the Reinsurance plugin and requires it: plan facts and assumptions reference its LineOfBusiness, UnderwritingYear and Currency dimensions by node path, and the variance reads its cash-flow cube — strictly one-way. Browse the whole suite's data model in the Data Modelling explorer.