Formulas in SchemeServe let you automate calculations and rules (like premiums, validations, and auto-filled values), and the exact syntax and appearance can vary depending on whether you’re working in the matrix/rating, rules, documents, or reporting.
Here are some of the basic guidelines:
- Use square brackets to reference fields & make sure it has the correct suffix/modifier
- Table formulas must specify rows when needed
If you are reading from a table, you often need:
[Table_Field_Row#0_Cover]Quick “before you save” checklist ✅
Before saving a rating formula, check:
Use our formula tester to test if your formula is working. Jump into a policy and head tot he bottom right.
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