add_transactions: Add transactions to an experience study

In actxps: Create Actuarial Experience Studies: Prepare Data, Summarize Results, and Create Reports

Add transactions to an experience study

Description

Attach summarized transactions to a data frame with exposure-level records.

Usage

add_transactions(
  .data,
  trx_data,
  col_pol_num = "pol_num",
  col_trx_date = "trx_date",
  col_trx_type = "trx_type",
  col_trx_amt = "trx_amt"
)

Arguments

.data	A data frame with exposure-level records with the class exposed_df. Use as_exposed_df() to convert a data frame to an exposed_df object if necessary.
trx_data	A data frame containing transactions details. This data frame must have columns for policy numbers, transaction dates, transaction types, and transaction amounts.
col_pol_num	Name of the column in trx_data containing the policy number
col_trx_date	Name of the column in trx_data containing the transaction date
col_trx_type	Name of the column in trx_data containing the transaction type
col_trx_amt	Name of the column in trx_data containing the transaction amount

Details

This function attaches transactions to an exposed_df object. Transactions are grouped and summarized such that the number of rows in the exposed_df object does not change. Two columns are added to the output for each transaction type. These columns have names of the pattern ⁠trx_n_{*}⁠ (transaction counts) and ⁠trx_amt_{*}⁠ (transaction_amounts).

Transactions are associated with the exposed_df object by matching transactions dates with exposure dates ranges found in exposed_df.

All columns containing dates must be in YYYY-MM-DD format.

Value

An exposed_df object with two new columns containing transaction counts and amounts for each transaction type found in trx_data. The exposed_df's trx_types attributes will be updated to include the new transaction types found in trx_data.

See Also

expose(), as_exposed_df()

Examples

expo <- expose_py(census_dat, "2019-12-31", target_status = "Surrender")
add_transactions(expo, withdrawals)

actxps documentation built on June 26, 2024, 9:07 a.m.