Engineering Blog · Post #76

Multi-Dimension Pipeline Filters + Saved Views: Slice Your Queue by 17 Dimensions

Account, broker, underwriter, LOB, product, inception date, expiry range, days-to-expiry, broker contact, premium band, model score — and save the combo as a named view. InsightUW lets UWs carve their queue exactly the way they work.

The Problem

A UW's queue has 80+ rows in mixed states. "Show me all D&O renewals over $5M expiring in 30 days where the broker is Marsh and priority score ≥ 70." That's a real sentence an underwriter thinks every Monday — and most workstations answer it with "sort by priority and scroll." Finding the right work means re-doing the same mental scan a dozen times a day.

The InsightUW Approach

InsightUW's pipeline view supports 17 filter/sort dimensions, collapses the advanced ones behind a single expander, and lets each UW save their filter combinations as named views kept per browser. Click a view name, the queue reshapes.

graph LR subgraph Primary["Primary toolbar (always visible)"] P1["Search (insured/sub#/policy#)"] P2["Status · Priority · SLA"] P3["LOB · BOR · Missing"] P4["Sort · More filters · Reset"] end subgraph Advanced["More filters (expander)"] A1["Underwriter · Product · Broker (dropdown)"] A2["Broker contact · LOB · Policy #"] A3["Inception range · Expiry range"] A4["Days-to-expiry: <15 / 15–30 / 30–60 / >60"] A5["Premium range · Priority score range"] A6["Saved views (apply / save / delete)"] end subgraph Apply["Apply to queue"] Q["Filtered list OR Kanban<br/>sort: urgency / priority /<br/>received / expiry /<br/>days-to-expiry / premium"] end Primary --> Q Advanced --> Q A6 -.restore any combo.-> Primary A6 -.restore any combo.-> Advanced

The 17 Dimensions

Category	Filters
Identity	insured name, submission #, policy #, policy-system #
People	assigned underwriter, broker (contains + exact dropdown), broker contact
Classification	LOB, product, submission type (new / renewal), status
Urgency	priority band (high/med/low), SLA (breach/at-risk/on-track), BOR status, missing-info state
Time	inception date range, expiry date range, days-to-expiry bucket
Money	premium min/max (unified across proposed / prior / requested)
Scoring	priority score range

Sort Options

urgency (default) · priority score · received · SLA days in queue · inception date · expiry date · days to expiry · premium

Saved Views Example

Sarah works her Cyber book differently on Mondays vs. Thursdays. She saves two views:

"Cyber Mon review" — LOB = Cyber, sort by urgency, inception ≤ 30 days out, show watchlist.
"Cyber hot quotes" — LOB = Cyber, status = quoted, days-to-expiry < 15, sort by premium desc.

Both are one click away on the expander. When a new colleague joins the team, she emails them her filter JSON and they paste it in.

What You See

The "3" chip on the More Filters button is the count of active advanced filters, so you always know if a dropdown is hiding criteria.

Under the Hood

All filtering runs client-side against the in-memory unified queue — sub-10ms even at 500 rows.
Saved views live in localStorage under uw-workbench-views-v1 (sync to server-side Broker View Pref is opt-in; the broker-book view ships it).
Null-safe sort helpers — nulls go last on ascending, first on descending; no surprise ordering.
The UI stays honest: an "active filter count" badge on the expander button prevents the "why is my queue empty?" panic.

What This Means for Underwriters

Your queue, your way — 17 dimensions is enough to express any real underwriting question.
Saved views are muscle memory — name your recurring slice once, recall it forever.
No UI clutter — primary toolbar stays thin; advanced filters collapse out of the way.
Fast — all client-side; no server round-trip per dropdown change.

What's Next

Next: Weekly Forecasts by Management: Baseline, Override, Audit

Want every UW to slice the queue their own way? Request a demo.