How To: ScanX bulk upload

Bulk send is a mass upload product function in Agreement Express (AEX) that allows multiple scorecards to be processed at once. After the file is uploaded and successful, the scorecard will either generate as a draft or immediately, and integrations will take place based on the existing risk model.

1.0 Objective

The purpose of this guide is to provide users with the information needed to create scorecards in bulk using a CSV upload. It is important to note that the upload file must be in CSV format.

2.0 Table of Contents

Expand for Table of Contents

• 1.0 Objective
• 2.0 Table of Contents
• 3.0 Intended Audience
• 4.0 Prerequisites
• 5.0 Instructions
  • 5.1 Stage 1: Build the CSV
  • 5.2 Upload the CSV
  • 5.3 Stage 3: Review and Publish the Scorecard, if applicable
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3.0 Intended Audience

Company Administrators

4.0 Prerequisites

• At least one scorecard template has been created in AEX

• Bulk Send is enabled as a Company Setting (contact Support or your CSM to have this added)

5.0 Instructions

ScanX Bulk upload can be broken out into 3 stages

Stage 1: Build the CSV (bulk upload will only work using .CSV file format)

Stage 2: Upload the CSV

Stage 3: Review and Publish the Scorecard, if applicable

5.1 Stage 1: Build the CSV

All of the fields on the scorecard(s) can be added to the CSV. AEX supplies a list of standard default fields that are required to a) run standard integrations and b) for standard postbacks. If there are custom rules/fields, you may need to request these separately.

Step 1: Add CSV Minimum required column headers

There are two column headers that are required to successfully upload the CSV. They are;

1. Transaction name (also known as Reference ID)

2. label: AccountOwner1

Transaction name

The Transaction name is listed under Transactions in the Administrator console. The column header for the transaction name should always be, transaction name: transaction name. If using the example below, the transaction name would be Scorecard: Scorecard.

label: AccountOwner1

The column header label: AccountOwner1 is required for the bulk upload to work

Step 2: Input Values for required columns

Transaction: Enter “1” for the transaction to be part of the upload, or leave blank if not required. Do not add numbers sequentially in this column.  

label: AccountOwner1: can be an underwriter’s email. Please note that no email will be sent

Step 3: Add the remaining column headers. The column headers are the field names on the scorecard. Contained in this sheet is the list of field names and what fields are needed for the scorecard integrations to successfully run:  list of fields

Step 4: After you have built the CSV, you can input the data. If you are unsure of the data formats, please refer to the spreadsheet in Step 3.

Here’s a sample csv

5.2 Upload the CSV

It is suggested to have up to 100 scorecards in each batch of the CSV file to allow the system to process it efficiently.

The overall process for bulk send is illustrated below:

1. Go to “Administration” and scroll to “Tools” and click on “Bulk Send”

2. Click on “Uploads” on the left panel

3. Then Click the Pink (+) icon in the bottom right corner

4. Enter a Name for the upload (Tips: It is suggested to include date as part of the naming convention for easy reference.)

5. Add tags to the batch upload so that the bulk scorecard can be identified for the underwriter’s action on the workspace view.
Note:

• Tags are added to the upload and also to every scorecard published

• Tags cannot be added to the upload after it is created

6. Click the Browse button

7. Select the .CSV

8. Click Open

9. Click on the Upload button

10. Click on the Upload row

11. If you want to upload the CSV to Draft scorecards which can be reviewed prior to the integrations being run, uncheck Skip Landing Pages. The Send Configuration will default to Draft

If you don’t want to review scorecards in Draft first, you can uncheck Skip Landing Pages and then check Send Direct which will generate Active Scorecards (integrations will run)

12. Create Cases and then click Confirm

After the file is uploaded, there will be a spinning icon indicating the upload is in progress. Scorecards are created almost immediately therefore it’s recommended you go back to Workspace and refresh

5.3 Stage 3: Review and Publish the Scorecard, if applicable

In Workspace, you will see the newly created scorecards either in Draft or Active status. You also have the option to filter the scorecards by Tags if you added a tag upon upload

If the scorecard is in Active Status, it is ready to be reviewed by an underwriter once all of the integrations have finished

If the scorecard is in Draft Status;

1. While the scorecard is in draft status, you can the ability to amend the data, if needed. If you’re happy with the data, select Publish. This will turn the scorecard to Active and run the integrations.

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