Using Excel or any
ASCII-based text program (such as Notepad), the user can
store all setup, payroll and loss information for an
NCCI-type calculation in a single CSV file for importing
into ModMaster. This method will most likely be used by
our subscribers who have technical staff write a program
to automatically create the data in this format for
subsequent import into ModMaster. Some subscribers
prefer to use this method rather than importing directly
from Excel xls files because all data can be stored in
one file and because the Excel-based import can
sometimes generate unusual errors due to Excel
attempting to interpret the data types being imported.
To use the CSV method,
prepare a file of the format filename.txt where
'filename' is any name you choose (no special
characters, please). If you prepare the file in Excel,
note that you will have to use the Save as command to
save it in CSV comma delimited format.
The file can have any number
of records. The first field of each record indicates the
record type. The record types are:
-
C - for a comment record
-
H - for a header record.
This is used to show the fields used in the layout
for each different record type. Header records are
not required, but we suggest that you use them for
readability/documentation purposes.
-
S - for a company setup
record (effective date, policy periods, etc.)
-
P - for a payroll record
(state, payroll code, and payroll amounts for each
policy period)
-
L - for an itemized loss
record (state, date, amount, etc.) This can be used
for small or large losses, but they will all show on
the ModMaster large loss page.
The layout of each record
will vary depending on the record type. Use the
information in the header record to see what specific
fields are included in that record type. You can refer
to the Excel import spec to
determine which fields are actually required. You can ignore
optional data by specifying a comma with no data. In the
sample below, note that the records are wrapping due to
line length. In the actual file, no records should wrap.
You can also
download
the sample file to use for testing and for serving
as a base for setting up your own data in the correct
format.
"C","This is a comment
record that ModMaster will ignore."
"C","Other record types are H for Header (also ignored),
S for Setup, P for Payroll and L for Loss"
"C","**************** Setup record *******************"
"H","Short ID","Firm Name","Effective Date of
Modification","Control Number","Calc Type
Indicator","Fourth Policy Number","Oldest Policy
Number","Middle Policy Number","Newest Policy
Number","Fourth Start Date","Fourth End Date","Oldest
Start Date","Oldest End Date","Middle Start
Date","Middle End Date","Newest Start Date","Newest End
Date","Notes","Manual Premium"
"S","Sample CSV Import","Acme
Construction",1/1/2005,,1,,,,,,,1/1/2001,1/1/2002,1/1/2002,1/1/2003,1/1/2003,1/1/2004,"Any
notes here.",100000
"C","**************** Payroll records
*******************"
"H","State","Code","Payroll Two","Payroll
Three","Payroll Four","Payroll Five"
"P","KY","8810",2000000,1900000,2500000,0
"P","IN","0005",4000000,3850000,3000000,0
"P","KY","0005",500000,450000,350000,0
"C","**************** Loss records *******************"
"H","State","Loss Date","Amount","Paid
Losses","Reserves","IJ Value","Claim Number","Type of
Loss","Injury Type","Social Security Number","Loss
Cause","Claim Method","Note"
"C","Paid Losses and Reserves are used only for self-insureds,
in which case the Amount should be entered as 0"
"L","KY",6/1/2002,18000,,,,"123456","F","back","400120987","fall","e","Any
note here"
"L","KY",7/1/2003,12000,,,"6","123457","O","leg","340998787","failure
to follow procedure","e","Any note here"
"L","IN",12/1/2003,25000,,,,"2321244424","F","eye","400120987","no
safety glasses","e",
"L","IN",6/1/2001,0,5000,4000,,,,,,,,
"L","IN",3/1/2002,0,6000,7000,,,,,,,,
