Changes in Rating Management

The changes in Rating Management include the following changes to rate books:

• Rate Books screen – In search results, there is a new Activity which displays Export to spreadsheet in progress while the rate book is being exported to spreadsheet. A similar message appears when exporting to XML.
• Rate Book screen – You can now export the rate book to spreadsheet format or XML. The exported file contains rate book details, included rate tables, and names of included rate routines. Export to Spreadsheet displays a progress bar. After export completes, you can select Download to Spreadsheet. In spreadsheet format, you can make changes to the included rate tables and import the rate tables back into PolicyCenter. In spreadsheet format, changes to rate book details and rate routines are ignored.

  The progress bar also appears when exporting to XML. XML files enable you to move rate books between systems. Do not edit or change XML file for the rate book.

See also

• Rate Book screen