diff --git a/vignettes/creating-company-specific-implementations-as-package.Rmd b/vignettes/creating-company-specific-implementations-as-package.Rmd
index ce2d6c442292e22663cb4a537181adb6902bb361..e7af9919c3474f38c3151f74f4d0ee5958b3bc7c 100644
--- a/vignettes/creating-company-specific-implementations-as-package.Rmd
+++ b/vignettes/creating-company-specific-implementations-as-package.Rmd
@@ -76,16 +76,13 @@ template](images/05_RStudio_ProjectTemplate_fileStructure.png)
- The `DESCRIPTION` file provides the package name and its settings
(author, explanation, dependencies, etc.). This is typically the
first file to update.
-
- The `NAMESPACE` file will be automatically handled by roxygen
-
- The files in the `R/` subdirectory contain the tariff / product
definitions, i.e. they implement the `LifeInsuranceTarif` objects
for each product. The `*_General.R` file contains general
definitions, like mortality tables, parameter / cost sets, surrender
penalty functions, etc. and is typically sourced from each tariff's
implementation file.
-
- The files in the `tests/testthat/` directory are unit tests for the
testthat package. Typically, you will use the example prescribed (by
the regulator) in the official tariff definitions as test cases, so
@@ -106,37 +103,30 @@ to validate the official numbers in the financial statements).
## Steps to implement batch-testing a whole (sub-)portfolio
1. Implement the corresponding products in the files in the `R/`
- subdirectory. Use the LifeInsureR documentation available at
- <https://cran.r-project.org/package=LifeInsureR/vignettes/using-the-lifeinsurer-package.html>
-
+ subdirectory. Use the LifeInsureR documentation for further details and guidance.
+ <!-- available at -->
+ <!-- <https://cran.r-project.org/package=LifeInsureR/vignettes/using-the-lifeinsurer-package.html> -->
2. Install the package (using the "Install" button in RStudio's "Build"
pane)
-
3. Set up the mapping of the columns of the contract data source to the
package's arguments. The columns of the input data can be directly
mapped to named arguments in `LifeInsuranceContract$new(..)` calls.
-
4. If some columns need manual modifications (e.g. sex or frequencies
expressed with other values than the package expects), update the
`VTmodify.*` functions correspondingly.
-
5. Update the column types in the `readXXXCOMPANYXXXBestand(..)`
function. This helps preventing errors, as these columns are always
cast to the required type.
-
6. The `calculate_contract(..)` function might need to some adjustments
/ modifications, in particular when modified contracts, premiums
waivers, additional tariffs / single-payment add-ons etc. are
present.
-
7. Depending on which columns / data are available in the
company-provided contract data, the column modifications /
calculations of other reserves, etc. at the end of the
`calculate_portfolio(…)` function might need to be adjusted.
-
8. Update the `files` and `outfile` variables to point to the input
files ("Bestandsdaten") and the output file name
-
9. Call the `calculate_portfolio` function on the contract data set
(potentially filtered to some subsets to prevent performance issues)
@@ -158,18 +148,13 @@ openXL(outfile("Prods-1-2"))
`files` list and stored in the data.frame called `bestandinfos.all`.
1. Each file is read using the function `readXXXCOMPANYXXXBestand`.
-
2. The `readXXXCOMPANYXXXBestand` function uses read_excel to read
in the raw data, then ensures the defined columns have the
proper data type.
-
3. The columns are renamed according to the mapping in `colMapping`
-
4. All contracts are sorted by `Polizzennummer`
-
5. Additional modifications are done by the function
`VTmodify.general`.
-
6. Further custom modifications can be manually added either in
`readXXXCOMPANYXXXBestand` or in `VTmodify.general`
@@ -182,11 +167,9 @@ openXL(outfile("Prods-1-2"))
1. The portfolio data is filted with the given tariff, GV, skip,
n_max arguments
-
2. Only the relevant columns of the portfolio data are taken, some
sanity checks (sumInsured \> 0, premiumFrequency \>= 0) are
applied.
-
3. Grouping happens by column `SliceID`. This allows multiple
portfolio data rows to be combined to one contract with several
slices / sum increases, which are calculated as one contract
@@ -198,7 +181,6 @@ openXL(outfile("Prods-1-2"))
`SliceID` uses contract numbers, all dynamics, etc. belonging to
the same contract number will be combined and calculated using
`$addDynamics`
-
4. Each contract (entries with distinct `SliceID` value) is
calculated in a loop using the `by_slice` function, which calls
the `calculate_contract` function for each contract.
@@ -208,25 +190,20 @@ openXL(outfile("Prods-1-2"))
as named parameters to the function.
1. A progress message is printed (if applicable)
-
2. All slices are arranged by date, with the slice starting first
assumed to be the main contract part.
-
3. For the main contract, an instance of the
`LifeInsuranceContract` (with the given tariff / product) is
created and all values of the contract are automatically
calculated by the package by default.
-
4. All additional slices (e.g. dynamic increases) with the same
`SliceID` are added using the `$addDynamics` method of the
`LifeInsuranceContract` class. The slice start date and duration
are adjusted correspondingly.
-
5. The reserves are extracted from the contract and stored in the
final `data.frame` z. If `debug=TRUE`, a column is added to the
resulting data.frame containing the R code to reproduce with
full contract.
-
6. The `calculate_portfolio` combines the `data.frame`s returned
for each contract's `calculate_contract` call into one large
data frame, adds some derived columns and returns the data frame
@@ -241,47 +218,27 @@ Additional arguments / columns are possible and will be preserved, even
if they are not used by the contract.
- `Polizzennummer`
-
- `SliceID`
-
- `balanceSheetDate`
-
- `tarif`
-
- `GV`
-
- `i`
-
- `sex`
-
- `age`
-
- `contractClosing`
-
- `sliceDate`
-
- `policyPeriod`
-
- `premiumPeriod`
-
- `premiumFrequency`
-
- `annuityFrequency`
-
- `sumInsured`
Columns used for comparison with the calculated values:
- `Bruttoprämie`
-
- `Sparprämie`
-
- `Risikoprämie`
-
- `Kostenprämie`
-
- `Bilanzreserve`
-
- `Gewinnreserve`
-
- `Prämienübertrag`
diff --git a/vignettes/using-the-lifeinsurancecontracts-package.Rmd b/vignettes/using-the-lifeinsurer-package.Rmd
similarity index 100%
rename from vignettes/using-the-lifeinsurancecontracts-package.Rmd
rename to vignettes/using-the-lifeinsurer-package.Rmd