topic Re: Underwriting Years in Water Cooler

Underwriting Years

Berg_127 — Tue, 18 Nov 2025 14:59:01 GMT

Hi Community,

Really need your help with a coding challenge I'm facing. I'm a coding novice, but need assistance coding the following in the loadscript:

I need to calculate a sequential underwriting year and the start and end dates of an underwriting year by extrapolating from the original policy inception date.

As an example, if a client incepted coverage on 01 August 2020 (ie original policy inception date), the underwriting years would be calculated as follows:

1 > 01 Aug 2020 to 31 Jul 2021

2 > 01 Aug 2021 to 31 Jul 2022

3 > 01 Aug 2022 to 31 Jul 2023

And so forth.

Currently, I only avail of the original inception date and the assumption that all policy periods are 12 months.

Help! Please 🙂

Re: Underwriting Years

Daniel_Castella — Tue, 18 Nov 2025 15:43:16 GMT

Hi @Berg_127

Could you try this script? I have put some random dates in the inline. Hence, adjust it for the values you need.

LOAD Customer, Subscription

INLINE [

Customer, Subscription

A, 23/09/2020

B, 23/02/2020

C, 30/03/2021

D, 31/03/2021

E, 01/04/2022

F, 02/04/2022

G, 03/04/2023

H, 06/06/2023

I, 07/06/2024

J, 08/06/2025

K, 09/06/2025

L, 10/06/2025

];

A1:

LOAD Min(Year(Date(Date#(Subscription,'DD/MM/YYYY'),'DD/MM/YYYY'))) as Min_Year

Resident A;

LET vYearsMin = peek('Min_Year',0,'A1');

LET vYears = Year(Today()) - $(vYearsMin);

For i=0 to $(vYears)

LOAD Customer,

AddMonths(Date(Date#(Subscription,'DD/MM/YYYY'),'DD/MM/YYYY'),12*($(i))) as Subscription_Start_Period,
AddMonths(Date(Date#(Subscription,'DD/MM/YYYY'),'DD/MM/YYYY'),12*($(i)+1)) as Subscription_End_Period,
$(i)+1 as Underwriting

RESIDENT A

Where AddMonths(Date(Date#(Subscription,'DD/MM/YYYY'),'DD/MM/YYYY'),12*$(i))<=Date(Today(),'DD/MM/YYYY');

NEXT i;

DROP TABLE A, A1;

Let me know if it works for you.

Kind Regards

Daniel

Re: Underwriting Years

Berg_127 — Tue, 18 Nov 2025 15:51:20 GMT

Thank you so much, Daniel.

I sincerely appreciate the prompt response and assistance.

I am going to test this and let you know if I need any assistance.

Thank you again!!

Re: Underwriting Years

Berg_127 — Wed, 19 Nov 2025 06:49:02 GMT

Thank you, Daniel.

Really appreciate your assistance!

This worked perfectly!