Junior Underwriter

You capture the clause.
The chain does the rest.

As Junior Underwriter, you are the first link in the formalisation chain. You deconstruct reinsurance clause text into structured, validated building blocks — the raw material the Senior, Actuary, and Manager will build on.

📋 Clause drafting

📄 Treaty types

🔀 Dependencies

🔍 Document search

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Your role in the chain

Four roles — one direction. You are the starting point.

Step	Profile	What they do
1	Junior ← you	Deconstructs clause text. Creates structured drafts with wording, family, treaty types, dependencies.
2	Senior	Reviews and validates your drafts. Can request changes before validation.
3	Actuary	Builds DAG graphs for validated clauses.
4	Manager	Instantiates graphs on contracts.

💡

You only see your own clauses in the "My clauses" section. The Validated clauses section shows all tenant clauses for reference.

⚡

New to the platform? Your workspace is already built.

Every new account includes a complete reference framework, a live Profit Commission example with 5 actuary graphs, and 2 SOA statement templates — included at signup.

→

My clauses

The central workspace — all clause drafts you have created, in DRAFT status until the Senior validates them.

The left panel lists your clauses filterable by status. Click a clause to open its detail with three tabs: General (wording, family), Treaty types, and Dependencies. You can edit any DRAFT clause at any time.

Each clause card displays its identifier CL_NNNN, title, status, coloured treaty type pills, and RI terms tags (🏷) with tooltip definitions on hover.

DRAFT — editable by you

→ Senior validates →

VALIDATED — locked

⚠️

Once the Senior validates a clause, you can no longer edit it. If changes are needed, ask the Senior to unvalidate it first.

Creating a clause

A good clause draft saves time for everyone downstream. Invest in clarity from the start.

Click + New clause

Give it a clear, searchable title — the Senior, Actuary, and Manager will search for it by name. Choose the correct family (clause category).

Write the wording

Paste or type the clause text. This is the definitive contractual language — precision matters. Avoid paraphrasing if you have the source document.

Attach treaty types

Declare which contract categories this clause applies to. The Manager can only instantiate the clause on contracts that share at least one of these types.

Declare dependencies

If this clause depends on another, add the relationship. This helps the Actuary understand how to connect graphs.

Submit for review

There is no explicit "submit" button — a DRAFT clause is automatically visible to the Senior for review. Communicate with the Senior outside the tool when a clause is ready.

💡

Use Document search to find source text. Navigate to Document search, search for key terms, select the relevant passage, and copy it directly into the clause wording field. This ensures exact contractual language.

Treaty types

Treaty types declare which contract categories a clause applies to — they control Manager compatibility.

In the Treaty types tab of a clause, select a type from the dropdown and click + Add. A clause with no treaty types cannot be instantiated by any Manager on any contract.

⚠️

Treaty type codes are managed by the Senior Underwriter. If you need a new one that does not exist, ask the Senior — you cannot create them yourself.

Dependencies

A dependency declares that this clause depends on another — for input, as a condition, or as a trigger.

In the Dependencies tab, select a parent clause, a link type, and add a descriptive note. This information is documentary — it guides the Actuary when building graphs, but is not technically enforced by the system.

Link type	Meaning
CONDITION	This clause only applies if the parent clause is triggered
INPUT	This clause uses a computed value from the parent clause
TRIGGER	This clause activates the parent clause

Validated clauses

Read-only catalogue of all validated clauses in the tenant — your reference library.

Use this section to avoid duplicating existing clauses, to understand established precedent, and to check how similar clauses have been worded by others. You cannot edit validated clauses here.

Dimensions

Read-only view of the documentary axes defined by the Senior — for your information only.

Dimensions tell you what information the Manager will need to fill in per graph node. Understanding the dimension catalogue helps you write better, more complete clause wording — especially if the clause involves specific amounts, zones, or timeframes that map to known dimensions.

Contracts

Read-only view of tenant reinsurance contracts and their treaty types.

Use this section to check which treaty types are attached to a contract — useful for verifying that the treaty types you declare on a clause are compatible with the contracts it will be applied to. You cannot create or edit contracts here; that is the Senior's domain.

Document search

Full-text search across all documents attached to tenant contracts — your primary drafting tool.

Search by keyword. Results show matching passages with context highlighting. Select a passage to copy it directly into a clause wording field — this is the fastest way to produce accurate, precedent-based clause text without retyping.

✅

Always prefer source documents over memory. Reinsurance clause language is precise and contractually binding. Copying from the source document eliminates transcription errors.