Inputs
Setting up the inputs you'll process in your pricing model
Last updated
Setting up the inputs you'll process in your pricing model
Last updated
The first step of any pricing model is to define and format the inputs that you'll ingest to generate your price.
Whether you're building your pricing model from scratch, editing an existing version of your model or working from a Swallow template, the first step will always be a light blue INPUT block.
You can set your model to ingest hundreds of data inputs that you might want to use to calculate pricing, to determine things like eligibility or coverage, or simply static information like names or contact details that you'll use to identify a customer or to create documents or receipts.
Examples of what you might want to define in an input step:
Date of birth
date
1982-12-25
Name
string
Bob
Number of Children
integer
2
Amount
decimal
100.00
Do you smoke?
boolean
FALSE
To get started, click the cog in the top left of the 'INPUT' block and you'll open a table, which will list all of your inputs.
To add a new input, click the 'ADD' button in the top right of the table.
The next step is to set up and format your new input.
This is the customer-facing description of the data you expect to be entered into the field.
It will also be the text that will be shown any auto-generated web form.
This is output name that will be passed to the next step, and how you'll reference the input in any syntax in future steps.
This will be auto-generated based on the label you've given, but you can edit it at any time.
This the data type of the input, to ensure that your data is collected in the correct format.
You can choose from 5 data types: Boolean, Decimal, Integer, String or Date.
This is the default value you want to set.
This is the input the model will default to if the value is not defined by the customer.
Use this toggle to define whether the input needs to be inputted by customer, or whether it will be a value that is always fixed.
This may be something like a base value, commission or tax.
Use this toggle to define which inputs you want to use as identifying pieces of information that you will be able to search for within the quote data.
This might be a name, zipcode/postcode, vehicle registration, or unique ID.
There is a limit to 4 indicators per model.
Repeat the process above for adding and formatting your inputs until you have all of your inputs in your table.
You should end up with a list of all the values that will be collected from a customer via a form or API.
The inputs will then be available to the next steps in your model.
