All InsuranceSuite customers require the capability to quickly set up a large volume of administrative data to be loaded across their full set of environments. Maintaining this data can be costly and time-consuming, particularly where customers need to make many changes to the data model, or where customers wish to automate loading this data across their full set of environments.

This feature provides the capability to maintain administrative data across a full set of environments, using a "gold" non-production environment to version data in a similar manner to how PolicyCenter rate books, PolicyCenter underwriting rules, and ClaimCenter business rules are maintained. This feature extends the OOTB Import and Export XML options to support:

Import and export options for Microsoft Excel, in addition to XML:
Users can modify, add, or delete records directly from Excel.
Defining new records does not require specifying a public ID - the tool can generate one for you.
Files can be loaded to either "merge" with the destination data, or to "load and retire" such that any records not in the file will be removed automatically.
Codeless definition of new entity types to include in import/export.
Automatic extension of import/export routines as the data model is changed.
Obfuscation of personally identifiable information (PII) based upon data model tags.
Audit record storage to capture who exported or imported admin data, and when.
Automated import of admin data on server startup.
Integration with Amazon S3 for GWCP Environments:
Users can import admin data files from an S3 bucket via a UI wizard.
Users can export admin data files directly to an S3 bucket (XML and Excel).

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