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Pennsylvania/Delaware Import Specifications
The user should prepare
four files in Microsoft Excel 97-2003 format for importing PA/DE data into
ModMaster:
File
1, the setup file, will contain policy information (see
setup file specification).
It can optionally have a file name of basenameC.xls for compatibility
with prior versions of ModMaster.
File 2, the payroll file,
will contain payroll information (see payroll file
specification). It can optionally
have a file name of basenameP.xls for compatibility with prior
versions of ModMaster.
File 3, the Part I loss file,
will contain Part I loss information (see Part I loss file
specification). It can
optionally have a file name of basenameS.xls for compatibility
with prior versions of ModMaster.
File 4, the Part II loss file,
will contain Part II loss information (see Part II loss file
specification). It can
optionally have a file name of basenameL.xls for compatibility
with prior versions of ModMaster.
The setup
file has the following specifications. Note that this file should contain
field names on the first row and then one row of actual data.
Sample PA/DE setup file
|
Spreadsheet Column
|
Field Name
|
Data Type
|
Data Length or
Format
|
Notes
|
|
A
|
SHORT ID
|
Alphanumeric (Excel
text format)
|
64
|
|
|
B
|
FIRM NAME
|
Alphanumeric
(Excel text format)
|
64
|
|
|
C
|
EFFECTIVE DATE
|
Date
|
M/D/YYYY (in any
valid Excel date format)
|
|
|
D
|
CONTROL #
|
Alphanumeric
(Excel text format)
|
12
|
|
|
E
|
STATE INDICATOR
|
Integer value: 1or
3
|
|
Value of 2 for
PA/DE
|
|
F
|
4th POLICY #
|
Alphanumeric
|
20
|
|
|
G
|
3rd (OLDEST) POLICY
#
|
Alphanumeric
|
20
|
|
|
H
|
2nd (MIDDLE) POLICY
#
|
Alphanumeric
|
20
|
|
|
I
|
1st (MOST RECENT)
POLICY #
|
Alphanumeric
|
20
|
|
|
|
The policy # columns should be formatted
as text. If any of these values are entirely numeric and are keyed
directly into Excel, they should be preceded with the ' character.
|
|
J
|
4th POLICY PERIOD
START DATE
|
Date
|
M/D/YYYY (in any
valid Excel date format)
|
|
|
K
|
4th POLICY PERIOD
END DATE
|
Date
|
M/D/YYYY (in any
valid Excel date format)
|
|
|
L
|
3rd POLICY PERIOD
START DATE
|
Date
|
M/D/YYYY (in any
valid Excel date format)
|
|
|
M
|
3rd POLICY PERIOD
END DATE
|
Date
|
M/D/YYYY (in any
valid Excel date format)
|
|
|
N
|
2nd POLICY PERIOD
START DATE
|
Date
|
M/D/YYYY (in any
valid Excel date format)
|
|
|
O
|
2nd POLICY PERIOD
END DATE
|
Date
|
M/D/YYYY (in any
valid Excel date format)
|
|
|
P
|
1st POLICY PERIOD
START DATE
|
Date
|
M/D/YYYY (in any
valid Excel date format)
|
|
|
Q
|
1st POLICY PERIOD
END DATE
|
Date
|
M/D/YYYY (in any
valid Excel date format)
|
|
The payroll
file has the following specifications.
Note that this file should
contain field names on the first row.
Sample PA/DE
payroll file
|
Spreadsheet Column
|
Field Name
|
Data Type
|
Data Length or Format
|
Notes
|
|
A
|
STATE
|
Alphanumeric
|
2
|
Must be a valid
state abbreviation, PA or DE only.
|
|
B
|
PAYROLL CODE
|
Alphanumeric
|
5
|
Should be 4 digits
followed by a ‘F’ as necessary.
|
|
|
The PAYROLL CODE column should be
formatted as text. If the PAYROLL CODE data is keyed directly into
Excel, it should be preceded with the ' character.
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C
|
1st (MOST RECENT)
PAYROLL AMOUNT
|
Currency or Real
|
Up to 15 digits to
the left of the decimal point; 2 digits to the right.
|
|
|
D
|
2nd (MIDDLE)
PAYROLL AMOUNT
|
Currency or Real
|
Up to 15 digits to
the left of the decimal point; 2 digits to the right.
|
|
|
E
|
3rd (OLDEST)
PAYROLL AMOUNT
|
Currency or Real
|
Up to 15 digits to
the left of the decimal point; 2 digits to the right.
|
|
|
F
|
4th PAYROLL AMOUNT
|
Currency or Real
|
Up to 15 digits to
the left of the decimal point; 2 digits to the right.
|
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The Part
I loss
data file has the following specifications. Note that this file
should contain field names on the first row.
These
specifications also apply to the Import Losses option located on the PA/DE
Large Loss page.
Sample PA/DE Part I
losses file
|
Spreadsheet Column
|
Field Name
|
Data Type
|
Data Length or
Format
|
Notes
|
|
A
|
STATE
|
Alphanumeric
|
2
|
Must be a valid
state abbreviation, PA or DE.
|
|
B
|
POLICY YEAR
|
Alphanumeric or Date
|
YYYY
|
|
|
C
|
TOTAL LOSSES AS
REPORTED
|
Currency or Real
|
Up to 15 digits to
the left of the decimal point; 2 digits to the right.
|
|
The Part
II loss
data file has the following specifications. Note that this file
should contain field names on the first row. These
specifications also apply to the Import Losses option located on the PA/DE
Large Loss page.
Sample PA/DE Part II
losses file
|
Spreadsheet Column
|
Field Name
|
Data Type
|
Data Length or
Format
|
Notes
|
|
A
|
STATE
|
Alphanumeric
|
2
|
Must be a valid
state abbreviation, PA or DE.
|
|
B
|
LOSS DATE
|
Date
|
M/D/YYYY (in any
valid Excel date format)
|
|
|
C
|
CLAIM NUMBER
|
Alphanumeric
|
20
|
|
|
D
|
LOSSES AS REPORTED
|
Currency or Real
|
Up to 15 digits to
the left of the decimal point; 2 digits to the right.
|
|
|
E
|
NOTES
|
Alphanumeric |
Up to 255
characters |
You must be on update 10.05, code level 100614 or
later, to import the NOTES field. |
Once you have prepared
these files in the spreadsheet program of your choice, save them in
Microsoft Excel 97-2003 format. Then import them into ModMaster by using
the "Data for PA/DE calculation from Excel workbook" import
option of the Utilities/Import feature.
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