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Eagle provides Risk Based Capital (RBC) factors via a batch uploader. These factors need only be updated if they change from one year to the next. You must load the factors to the ISTAR database for use by Eagle STAR for Insurance. You can use a Data Uploader. You can add and maintain RBC factors individually using Eagle Insurance panels.

You can also edit, delete, and list RBC factors.

To add RBC factors for a specific accounting year:

  1. In Accounting Center, in the left navigation pane, click Insurance > Configuration > RBC Factors > Create RBC Factors.
    You see the Create RBC Factors panel.

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  1. Create RBC Factors panelImage Added
  2. Complete the options on the panel.
  3. Click Submit to update the RBC factor for the year, schedule, and NAIC designation.

Create RBC Factors Panel Options

The following table describes each option on the panel.

Option

Description

Add RBC Factor Data

 


Effective Year

Specifies the accounting year for which the RBC factors are effective.

Reporting Company Type

Specify the reporting company type. Options include:

  • Life/Fraternal Organizations
  • Health
  • P&C

Schedule Line Code

Specifies the schedule (~ security type) using the RBC factor. Options include:

  • Schedule D – Part 1
  • Schedule DA – Part 1
  • Schedule D – Part 2 – Section 1
  • Schedule D – Part 2 – Section 2

NAIC Designation

Specifies the NAIC designation (~ rating). Options include: 1, 2, 3, 4, 5, and 6.

Schedule D Code

Specifies the schedule using the RBC factor. Options include:

  • US Government
  • Money Market funds

Unaffiliated or Affiliated

Specifies the type of affiliation. Options include:

  • Unaffiliated
  • Affiliated Life AVR
  • CS Affiliated Certain Other
  • CS Affiliated All Other

Private Placement

The private/public placement designation. Options include:

  • No. Public (Default).
  • Yes. Private.

RBC Factor

Specifies the RBC factor

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  1. Click Submit to update the RBC factor for the year, schedule, and NAIC designation.

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