Data Schedule Import Reconciliation

When importing a Data Schedule into an existing policy, conflicts can occur. The Data Schedule Import Reconciliation form allows you to identify the actual items appearing on the policy.

The following additional Data Schedule Import Reconciliation forms are available as you work through the reconciliation process:

Error Record - Allows you to correct data formats that are incompatible with AMS360.
Matched Record - Allows you to review and edit matching entries in AMS360 against the data you are about to import.

Fields on Data Schedule Import Reconciliation

The data appearing on the form changes based on the template used to import the .CSV file. However, the process to reconcile the items are the same.

Field

What is this?

Import

Action

Message

Clicking Import with no record selected displays the following message

No records are selected to import. Select the check box next to each record you wish to import.

Clicking Import with records selected, will display (when applicable)

Import has succeeded:

# of new records imported successfully.
# of matching records updated successfully.
# of existing records deleted from Policy.
# of import file records NOT imported.

Cancel

Cancels the import process. Closes the Import Reconciliation form returning you to the Data Schedule Import form.

Records with import error(s)

Field

What is this?

Copy to new worksheet

Opens the Save As dialog box for you to choose the name and location where you want to save the .csv file.

When you have finished correcting errors in the grid, the items remaining may need more information from the insured. Use Copy to new worksheet to create a .CSV file of the items that require more attention. Email this file to your insured for updating.

Grid

Displays all errors from import file that does not match the data format AMS360 requires.

The last column in the grid headed Error Message appears as a link. Click to open the Import Reconciliation - Error Record form to correct the error.

Import the new records not found on Policy

Field	What is this?
Select All	Selects all records in grid.*
Clear All	De-selects all records in the grid.*
Grid	Displays all records from the import file that do not match the records found on the policy.

Merge and Update the matching records found on Policy

Field	What is this?
Select All	Selects all records in grid.*
Clear All	De-selects all records in the grid.
Grid	Displays all records from import file that match the records found on the policy.

Existing records found on Policy, but not in the import file

Field	What is this?
Select All	Selects all records in grid.*
Clear All	De-selects all the records in the grid.*
Grid	Displays all records that are found on the Policy, but not in the import file.*

Import

Group/Field

What is this?

Clicking Import with no record selected will display the following message.

No records are selected to import. Select the check box next to each record you wish to import.

Clicking Import with records selected will display (when applicable).

Import has succeeded:

# of new records imported successfully.
# of matching records updated successfully.
# of existing records deleted from Policy.
# of import file records NOT imported.

Cancel

Cancels the import process. Closing the Import Reconciliation form returns you to the Data Schedule Import form.

* After selecting or clearing all records in the grid you can remove or add check marks from individual items by clicking the check box.

Data Schedule Import Reconciliation - Error Record

Use this form to correct data formats that are incompatible with AMS360.

Fields on Data Schedule Import Reconciliation - Error Record

Field	What is this?
Previous	Click to display the previous error record in the Fix Error Record grid.
Next	Click to display the next error record in the Fix Error Record grid.
Column Name	Displays the assigned import Column Name.
Import Value	Text column that you can edit. Choose from the list, or enter the correct information to correct the error according to the Error Message.
Error Message	Displays the full Error Message that satisfies the necessary edit.
OK	Saves the changes and returns you to the Data Schedule Import Reconciliation form.
Cancel	Closes and returns you back to the Data Schedule Import Reconciliation form without saving.

Data Schedule Import Reconciliation - Matched Record

Using this form allows you to review and edit matching entries in AMS360 against the data you are about to import.

Fields on Data Schedule Import Reconciliation Matched Record

Field

What is this?

Click to display the previous error record in the Fix Error Record grid.

Click to display the next error record in the Fix Error Record grid.

Column Name

Displays the assigned import Column Name.

Import Value

Text column that you can edit. Choose from list, or enter correct information to correct according to the Error Message.

TIf the value is different between Import Value and Value on Policy, and you wish to retain the value on the policy, you need to change the Import Value to match what is in Value on Policy. The import process always updates the policy with the value from Import Value.

Changes are updated in AMS360, not import file.

Value on Policy

This column will only be displayed when there are changes on the matched record between the import file and the value on the Policy. Only the row with different values will display both Import Value and Value on Policy.

Saves the changes and returns you to the Data Schedule Import Reconciliation form.

Cancel

Closes and returns you back to the Data Schedule Import Reconciliation form without saving.

What's Next?

After importing the fields, do you need to print applications? See eForms Manager.