Import/Export Risks

Import/Export Risks Configuration

This function allows you to import and export risks and schedules to and from policy applications and forms quickly and efficiently.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

From the Home screen, do one of the following:

Click Configure on the navigation panel.
Click the down arrow next to Home on the menubar and select Configure.
Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

Click the down arrow to the right of the Home options bar button and select Configure.
Click Home > Configure on the menubar. The Configure screen displays.

Click Policy on the navigation panel or Areas > Policy on the menubar.

Click Import/Export Risks on the navigation panel.

To sort the list, click the heading of the column by which you want to sort.

You can do the following from here:

Add a Mapping File
1. Do one of the following:
  - Click the Add button to the left of the list.
  - Click New > Import/Export Risks on the options bar.
  - Click File > New > Import/Export Risks on the menubar.
  - Press [Insert] on your keyboard.
2. Select a Risk type.
3. Choose the Application detail.
4. Microsoft Excel is the only acceptable File Format.
5. Choose a Case.
  - All Upper Case: Data imports into Applied Epic in all upper case letters, regardless of the format of the source file.
  - File Format: Data imports into Applied Epic using the same case for each letter that is used in the source file.
  - Upper and Lower Case: Data imports into Applied Epic with each word beginning with a capital letter and the following letters in lower case, regardless of the format of the source file.
6. If this file mapping is specific to an account or accounts, click the Associate/View File to Account(s) link label.
  1. Click the Select by account radio button.
  2. Make a selection in the Locate by dropdown menu:
    
    Account/Business Name: Enter at least one letter in the Account/Business name.
    
    Last Name, First Name: Enter at least the first letter of the Last name or First name.
    
    Loan #: Enter the Loan number.
    
    Lookup Code: Enter at least the first letter of the Lookup code.
    
    Phone Number: Enter the Phone number.
    
    Policy #: Enter at least one digit of the Policy #.
    
    Prior Account ID: Enter at least the first letter of the Prior ID.
    
    Relationships: Select a Relationship type and enter the Related account name.
  3. Select the Insureds and/or Prospects checkboxes as appropriate.
  4. Click Locate.
  5. Select the account in the Results list and click the down arrow to move it to the Selected list. To move all of the items to the Selected list, click the double down arrow.
  Note: To remove an account from the Selected list, click on the account and click the Remove button. To remove all of the selected accounts from the list, click the Remove All button.
  1. Click Finish.
7. Two tabs display:
  - Descriptions
    The active language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.
    
    Enter a Description.
    
    If you have more than one language available, the Description you enter populates for every language.
    
    To change the Description that will display in a different language, select the Language from the list or the dropdown menu and enter a Description.
    
    The Update matching descriptions in other languages option defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
  - Mappings
    A set of mappings defaults into the Mappings list. You can do the following if necessary:
    
    Add a Mapping
    
    Click the Add button to the left of the list.
    
    In the Define Mapping window that displays, choose a Field.
    
    Please note that the mapping must match the document being imported, and all columns must be matched. Even if a column will not be imported, it must be defined in the mapping.
    
    Enter a Description.
    
    Select a Format.
    
    Select the Do Not Import checkbox for any fields that should not be imported into Applied Epic.
    
    Click Add to add another mapping.
    
    Click Finish if you have no more mappings to add.
    
    Click Cancel or press [Esc] to close the window without saving your changes. You are prompted, "Do you wish to discard changes?" Click Yes.
    
    Edit a Mapping
    
    Click to highlight the mapping in the list and then do one of the following:
    
    Click the Edit button to the left of the list.
    
    Double click the mapping.
    
    In the Define Mapping window that displays, make any necessary changes to the settings.
    
    Please note that the mapping must match the document being imported, and all columns must be matched. Even if a column will not be imported, it must be defined in the mapping.
    
    Click Finish.
    
    Delete a Mapping
    
    Click to highlight the mapping in the list and then do one of the following:
    
    Click the Delete button to the left of the list.
    
    Press [Delete] on your keyboard.
    
    You are prompted, "Do you wish to delete this record?" Click Yes.
    
    To move an item up or down in the Mappings list, click on the item and then click the up arrow or down arrow to the left of the list.
    
    Note: If you want to return the set of mappings for the selected risk type and application combination to the system defaults, click the Restore Default Mappings link label above the Mappings list.
8. Click Finish to enter the record.
  
  Click Cancel or press [Esc] to exit the workflow without saving any of your changes.
Copy a Mapping File
1. Click to highlight the mapping file in the list and then do one of the following:
2. - Click Actions > Copy Mapping File on the options bar.
  - Click Actions > Copy Mapping File on the menubar.
1. You are prompted, "Do you wish to copy the selected mapping file?" Click Yes.
2. Make changes in the fields to the right as necessary.
3. Two tabs display:
  - Descriptions
    Enter a Description.
    
    The Update matching descriptions in other languages option defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
  - Mappings
    A set of mappings defaults into the Mappings list. You can do the following if necessary:
    
    Add a Mapping
    
    Click the Add button to the left of the list.
    
    In the Define Mapping window that displays, choose a Field.
    
    Please note that the mapping must match the document being imported, and all columns must be matched. Even if a column will not be imported, it must be defined in the mapping.
    
    Enter a Description.
    
    Select a Format.
    
    Select the Do Not Import checkbox for any fields that should not be imported into Applied Epic.
    
    Click Add to add another mapping.
    
    Click Finish if you have no more mappings to add.
    
    Click Cancel or press [Esc] to close the window without saving your changes. You are prompted, "Do you wish to discard changes?" Click Yes.
    
    Edit a Mapping
    
    Click to highlight the mapping in the list and then do one of the following:
    
    Click the Edit button to the left of the list.
    
    Double click the mapping.
    
    In the Define Mapping window that displays, make any necessary changes to the settings.
    
    Please note that the mapping must match the document being imported, and all columns must be matched. Even if a column will not be imported, it must be defined in the mapping.
    
    Click Finish.
    
    Delete a Mapping
    
    Click to highlight the mapping in the list and then do one of the following:
    
    Click the Delete button to the left of the list.
    
    Press [Delete] on your keyboard.
    
    You are prompted, "Do you wish to delete this record?" Click Yes.
    
    To move an item up or down in the Mappings list, click on the item and then click the up arrow or down arrow to the left of the list.
    
    Note: If you want to return the set of mappings for the selected risk type and application combination to the system defaults, click the Restore Default Mappings link label above the Mappings list.
1. Click Finish to enter the record.
Click Cancel or press [Esc] to exit the workflow without saving any of your changes.
Edit a Mapping File
1. Click to highlight the mapping file in the list and then do one of the following:
2. - Click the Edit button to the left of the list.
  - Double click the mapping file.
1. Make changes in the fields to the right as necessary.
2. Two tabs display:
  - Descriptions
    Enter a Description.
    
    If the Update matching descriptions in other languages option is selected and descriptions for more than one language match, any change you make to one description will be applied to the other description after you click Finish. Deselect this box if you prefer to update each description individually.
  - Mappings
    A set of mappings defaults into the Mappings list. You can do the following if necessary:
    
    Add a Mapping
    
    Click the Add button to the left of the list.
    
    In the Define Mapping window that displays, choose a Field.
    
    Please note that the mapping must match the document being imported, and all columns must be matched. Even if a column will not be imported, it must be defined in the mapping.
    
    Enter a Description.
    
    Select a Format.
    
    Select the Do Not Import checkbox for any fields that should not be imported into Applied Epic.
    
    Click Add to add another mapping.
    
    Click Finish if you have no more mappings to add.
    
    Click Cancel or press [Esc] to close the window without saving your changes. You are prompted, "Do you wish to discard changes?" Click Yes.
    
    Edit a Mapping
    
    Click to highlight the mapping in the list and then do one of the following:
    
    Click the Edit button to the left of the list.
    
    Double click the mapping.
    
    In the Define Mapping window that displays, make any necessary changes to the settings.
    
    Please note that the mapping must match the document being imported, and all columns must be matched. Even if a column will not be imported, it must be defined in the mapping.
    
    Click Finish.
    
    Delete a Mapping
    
    Click to highlight the mapping in the list and then do one of the following:
    
    Click the Delete button to the left of the list.
    
    Press [Delete] on your keyboard.
    
    You are prompted, "Do you wish to delete this record?" Click Yes.
    
    To move an item up or down in the Mappings list, click on the item and then click the up arrow or down arrow to the left of the list.
    
    Note: If you want to return the set of mappings for the selected risk type and application combination to the system defaults, click the Restore Default Mappings link label above the Mappings list.
1. Click Finish to save your changes.
  
  Click Cancel or press [Esc] to exit the workflow without saving any of your changes.
Delete a Mapping File
1. Click to highlight the mapping file in the list and then do one of the following:
  - Click the Delete button to the left of the list.
  - Press [Delete] on your keyboard.
2. You are prompted, "Do you wish to delete this record?" Click Yes.
Print a List of Mapping Files
1. To print the list of mapping files, do one of the following:
- Click the Print button to the left of the list.
- Click Print > Listview on the options bar.
- Click File > Print > Listview on the menubar.
1. Print this list as you would any other document.