Policy data spreadsheet import/export in commercial property

With policy data spreadsheet import/export, you can export to and import coverables from PolicyCenter to the Office Open XML Workbook (.xlsx) spreadsheet format. Assuming you have the necessary permissions, you can perform the following operations within a submission, change, renewal, or rewrite policy transaction:

• Export a locations template or a buildings template to a spreadsheet. The exported template spreadsheet contains column headings only and is used to capture data for new submissions. Using a spreadsheet program, you can enter new data, one row per location or building.
• Export locations or buildings to a spreadsheet. Locations and Buildings spreadsheets are pre-filled with data describing all existing coverables of a given policy. You can use exported spreadsheets to review policy data or can be edit to add, remove, or change coverables within a policy transaction.
• Import locations or buildings from a spreadsheet. Coverables can be imported into the same policy transaction from which they are exported, or into a related policy transaction. A related policy transaction is one whose basedOn property leads back to the policy transaction that was actually exported. PolicyCenter attempts to find the matching entities in the graph and change those entities using the data in the spreadsheet you are importing. Before making any changes, PolicyCenter displays a warning message. By matching policy transactions using the property, you can export a submission policy transaction and import the result into a policy change based on the exported submission.

  For ease of matching a spreadsheet with a policy transaction, the transaction number is part of the file name that PolicyCenter proposes when saving the exported spreadsheet. During import operations, you can preview changes before accepting them. After importing, you can correct any validation errors just as if the data had been entered interactively into PolicyCenter.

• Use custom export formats. When exporting either a template or a coverables spreadsheet, you can select an export format that exports only the specific data columns to capture the needed details. Administrators can define new export formats.

You can extend commercial property policy data spreadsheet import/export in the following ways:

• Customize column headings, including translating headings into other languages.
• Include additional coverage details within the commercial property line of business

You can extend policy data spreadsheet import/export using Guidewire Studio, Gosu code, and an XML editor. You define the fields to export from each coverable in an XML file, along with the column headings that appear in the spreadsheet. Spreadsheet column headings are defined as separate attributes. Therefore, they need not match the field names they represent and can be translated as needed for various locales.