Edit rate table content in Excel

Procedure

  1. In PolicyCenter, navigate to Administration > Rating > Rate Books.
  2. Click Search and select a rate book in the Search Results. PolicyCenter displays the Rate Book screen.
  3. Click to display one of the Included Rate Tables. PolicyCenter displays the Rate Table screen.
  4. To edit rate table content in Microsoft Excel, click Export to Spreadsheet to create a structured Excel file containing the current contents of the table. The Excel file is in .xslx format. The file name is the same as the rate table code.
    This action creates the structured Excel file and ask you to Open or Save the file. You can either:
    • Open and begin editing, then save the file after you are done.
    • Save, then open, edit, and save again later.

    The structure of the exported Excel file enables import back into PolicyCenter. To avoid import errors, do not modify the structure, headers or order of the exported columns. You can add new rows or update existing rows. You can add new columns after the last exported column. These columns are ignored on import. For your convenience, the exported file includes some columns such as display names for codes. These columns appear in grey and are ignored on import.

    In Excel, do not insert a hypertext link into a field. If you do this, PolicyCenter throws an IllegalStateException when you import the Excel file.

    Note: The following instructions show you how to import the Excel file back into PolicyCenter. Importing from Excel requires that the rate book be in Draft status.
  5. After you complete and save your edits in Excel, return to PolicyCenter and display the rate table you want to import into in the Rate Table screen.
  6. From the Rate Table screen, click Import From Excel. Specify the file to import. The file must be in .xlsx format.

    You can either type the file name directly or use the Browse function to search for and select the file that you saved previously.

    PolicyCenter imports and displays the contents of the imported Excel file in edit mode. You can fix any errors and visually verify the imported data. At this point, the data has not been saved in PolicyCenter. See Excel rate table import validations for details on the validation that is done on import.
  7. Click Update to save. PolicyCenter performs the same update validation on the imported data as when edits are made directly in the PolicyCenter application. See Rate table update validations for details of that validation.