Export rate book to XML

Before you begin

You must have ratebookview permission. The rate book can be in any status except Draft.

About this task

These step export the current rate book to XML so that you can move it to another environment.

The rate book is exported to XML. The XML includes the rate routines and the rate table data for all owned rate tables. The XML includes links to referenced rate tables.

Procedure

  1. Navigate to the Rate Book screen.
  2. (Optional) In the Storage field, click Contains References to make the rate book self-contained. In a self-contained rate book, all rate table storage is owned rather than referenced.
    Important:

    You cannot undo this action. Therefore, before making the rate book self-contained, be aware of the implications. See Rate book storage self-contained.

    This button appears if both of the following are true:
    • The rate book is in Stage status
    • Storage displays Contains References
  3. Click Export > Export to XML.
    While the rate book is exporting:
    • PolicyCenter displays Export to XML and a status bar indicating the progress of the export. You can navigate to other screens without affecting the export progress.
    • On the Rate Books screen, the Activity column for the rate book displays Export to XML in progress during the export.
    • You cannot edit, delete, or change the status of the rate book.

    After the export completes, on the Rate Book screen Last XML Exported displays the time of the last export.

    After export, the Export drop-down menu is not available. To export again, navigate away from and back to the Rate Book screen.

  4. Click Download > Download XML to download the XML to your local computer.