High-Value Customers

Use High-Value Customers Data Processing Engine Template to get a list of accounts with a total premium that's more than $100,000 a year.

The High-Value Customers Data Processing Engine template includes these key nodes:

Node Name	Node Type	Description
Insurance Policies	Data Source	The data source for insurance policies.
Claims	Data Source	The data source for claims.
Accounts	Data Source	The data source for accounts.
Total Premium	Filter	Filters accounts with a total premium that's less than $100,000.
High-Value Customers	Writeback Object	The dataset containing the list of high-value accounts.
Accounts and Policies	Join	Joins insurance policies with accounts.
Accounts with Claims and Policies	Join	Joins insurance policies and claims with accounts.
Dependents and Properties	Join	Adds number of assets and dependents to the dataset.
Claims and Policies	Join	Joins claim details with insurance policy details.
Customer Since	Formula	Calculates the number of years between the account creation date and the current date.
Total Claim Payout and Claim Count	Groups And Aggregate	Calculates the total claim payout and the total claim count.
Total Premium	Groups And Aggregate	The total premium amount received from an account.

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