Setting Underwriter Weightings

The process is as follows:

• Create an Excel uploader using custom reporting;
• Edit the Excel sheet
• Upload the sheet using the Excel portfolio uploader;

The Custom Report

Create a custom report like this:

Generate this report for the portfolio

Edit the Excel sheet

There are 4 edits:

1. Delete the contents of any columns to the right of the rows Marked "Underwriters Report"

   

2. Delete any existing weightings;

3. Change any instances of "EMSI (Inactive)" into "EMSI".

4. Add Primary or A2E weightings like this:

   

The cell Weighting Name must contain either "Primary" or "A2E". Other than these defaults, it can also be the Custom Case Weighting names.

Upload the Excel Sheet to ClariNet LS