Loss Run Import Notes

Below is an example of what the loss run CSV file should contain, at a minimum to be able to import into ClientSpace. 

• The file must contain a Client Number, the EE's Social Security Number, a WC Policy (the activation date must coincide with the Date of Injury), the Carrier's Claim Number, the Date of Injury, and a Description Of The Accident. 
• In addition, it is advisable to also import any Required fields as shown on the dataform (varies by Client), i.e. the Claim Status, the Jurisdiction State and the Date the Accident was reported.
• When loading values for drop down list it is important to use the "Code" and not the "Decode". 
• It is not necessary to wrap your values with quotation marks.
• Since the loss runs come from the Carrier the Transmission Status field will be set to "Transmitted" automatically also, to successfully load loss runs there must be a correlation to the Coverage Policy and the Pricing State for the Claim. 
• This information is cross referenced through the Employment Record Location that is cross referenced to the Locations Physical address.
• The column heading names can be configured to match the carriers column headings. 
• Use the Loss Run Import Mapping to configure by each carrier.
• Sometimes the carriers will provide a different value for lookups than what we have defined for the "Code".  To map these correlations use the Loss Run Import Mapping Lookup to configure.