Uploading SchemeServe Rating Files

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Introduction

This area of SchemeServe is more complex than most others. In order for you to make the most out of using our Help Guide for developing your own rates, it would be best if you read all the parts of this guide in order. To help you with this they are listed in numerical order in the “See Also” section of each page. You can click on a link to take you to section 1 and then move through logically at your own pace.

It is easy to upload new rating files into SchemeServe. You should create your rating files as CSV (Comma Separated Variable) files in either OpenOffice, Microsoft Excel (not recommended as CSV files are often produced incorrectly) or Notepad++ (the best option).

A rating file is required for every insurer on every scheme combination. The files themselves may be identical if the ratings are applied in the same manner against each insurer – in this instance you can upload the same file against each insurer.

If the files vary then it might be easier to make a copy of the file and then edit it for each insurer. This enables you to have a consistent standard that works in SchemeServe rather than creating a new file from scratch each time and increasing the chances of human error in developing ratings..


Uploading SchemeServe Rating Files

  1. Log into SchemeServe as an Administrator
  2. Click the Admin Tab
  3. Click the Rates and Fees Icon
  4. Select the Scheme and click on it
  5. Choose the Insurer from the Drop Down Menu
  6. Click the Browse Button from the Upload Conditional Matrix Box
  7. Double Click the File to Upload
  8. Click the Upload Button
  9. Click the Save Changes Button


Video Tutorial


See Also:

  1. Introduction to Rates in SchemeServe
  2. Uploading SchemeServe Rating Files
  3. Downloading SchemeServe Rating Files
  4. Flat Rating: Building Your First SchemeServe Rating File
  5. Conditions for Rating Files
  6. Actions for Rating Files
  7. Rating Modifiers: What they are and when to use them
  8. Multi-Step Ratings: Using Multiple Sections in Rating Files
  9. Advanced Ratings: Using Formulae
  10. Advanced Ratings: Conditional Statements and Functions
  11. Advanced Ratings: Rounding Values
  12. Master Rating: Using Tables and Row Lookup Loops
  13. Example Ratings for Specific Insurance Types (Life and Public Liability)
  14. Mathematical Helper Functions for Ratings Files
  15. Rating Agents: Tips and Tricks