Importing rate tables from spreadsheet

You can export a rate book to spreadsheet format, make changes, and import the rate tables back into PolicyCenter. The rate book is exported to spreadsheet in Excel format.

To export rate tables in a rate book, export the rate book as described in Export rate book to spreadsheet. The exported content includes the rate book details, included rate tables, and included rate routines. You can make changes to the rate table content.

While editing the rate book in PolicyCenter, you can import one or more rate tables from spreadsheet. If the spreadsheet contains errors, then the import fails. You can export errors back to a spreadsheet. Rate tables with errors have a red tab, and rows with errors are highlighted in yellow.

Edit rate table in spreadsheet format

Procedure

  1. In PolicyCenter, export a rate book, such CP RTM Demo Rating, to spreadsheet, by following the instructions in Export rate book to spreadsheet.

    In the Included Rate Tables tab, the Lookup value appears in parentheses if the rate table is referenced by the rate book. Otherwise the rate table is owned by the rate book. Note the name of a referenced rate table such as BaseRate with the Lookup value (Memory).

  2. In the spreadsheet, edit the data in a referenced rate table. For example, in the BaseRate rate table on the cp_coverage_base_rate tab, change the BaseRate of a value.
  3. Save your changes to the spreadsheet.

Import rate tables

Procedure

  1. In PolicyCenter, navigate to a rate book, such as CP RTM Demo Rating.
  2. Click Edit.
  3. Select Import in the Included Rate Tables tab.
  4. On the Import Table from Spreadsheet popup, browse to select the spreadsheet you exported and edited.
  5. Click OK.
  6. In the Included Rate Tables tab, notice that the Lookup column on the BaseRate rate table. Because you edited this rate table, the value is now Memory without parentheses, indicating that the rate book will own this rate table. The Pending Import column indicates whether a table will be added or modified. A message above Rate Book Details displays how many table will be added or imported.
  7. To proceed with the import, click Update.

    If an included rate table contains a different number of factors in PolicyCenter than in the spreadsheet, import fails. To fix this problem, add or remove factors from the spreadsheet to match the rate table in PolicyCenter.

What to do next

If an import error occurs, continue with Continue import of rate table with error.

Import large rate table from spreadsheet

About this task

When importing a large rate table, Guidewire recommends that you import the rate table on the Rate Table screen. Importing on the New Rate Book screen may result in normalizing range errors.

Procedure

  1. In PolicyCenter, create a new rate book on the Rate Books screen.
  2. In New Rate Book screen under Available Rate Tables, select the rate table and add it to the rate book.
  3. Click Update.
  4. Click the rate table link in Included Rate Tables. PolicyCenter displays the Rate Table screen.
  5. Under Rate Table Content, click Import to import the rate table data.

Continue import of rate table with error

Before you begin

Perform these steps if, as described in Import rate tables, import rate tables resulted in an error.

Procedure

  1. In the spreadsheet, add an error. For example, in the BaseRate table, first Coverage Code, change the Cause of Loss Code and Cause of Loss Display Name from Basic to Special.
  2. Save your changes.
  3. In PolicyCenter, import the spreadsheet you just edited.

    PolicyCenter displays an message indicating errors which prevented import.

  4. Click Export Errors.
    PolicyCenter exports the rate tables back to a spreadsheet.
  5. In the spreadsheet, navigate to the red tab.
  6. Fix lines with errors highlighted in yellow.