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Running Totals With SQL Window Functions
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Running Totals With SQL Window Functions

MediumSQL · PostgreSQL

Problem

Munich Re needs a regional view of policy claims for portfolio monitoring. Write a PostgreSQL query that calculates monthly eligible claims and a rolling twelve-month total for each region.

Requirements

  1. Join policies to claims using the policy identifier.
  2. Include only claims with a status of Paid or Approved, and exclude policies without a region.
  3. Aggregate eligible claim amounts by region and calendar month.
  4. Use a window function to calculate the total for the current month and the preceding eleven months. Return the results ordered by region and month.

Schema

policies
ColumnTypeDescription
policy_idPKINTEGERUnique policy identifier
policy_numberVARCHAR(20)Munich Re policy reference
regionVARCHAR(40)Geographic region assigned to the policy
inception_dateDATEPolicy start date
claims
ColumnTypeDescription
claim_idPKINTEGERUnique claim identifier
policy_idINTEGERIdentifier of the related policy
claim_dateDATEDate the claim was recorded
claim_amountNUMERIC(12,2)Claim amount in euros
claim_statusVARCHAR(20)Current processing status of the claim
Tablespoliciesclaims
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