Downloading SchemeServe Rating Files

From SchemeServe Help
Revision as of 03:42, 18 June 2015 by Robs (talk | contribs) (See Also:)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search


This area of SchemeServe is more complex than most others. In order for you to make the most out of using our Help Guide for developing your own rates, it would be best if you read all the parts of this guide in order. To help you with this they are listed in numerical order in the “See Also” section of each page. You can click on a link to take you to section 1 and then move through logically at your own pace.

If you need to download a SchemeServe rating file in order to make amendments it's an easy process.

Note: All rating files are in CSV (Comma Separated Variable) format – the best editor to use for these files is Notepad++. Alternatively you can use OpenOffice or Microsoft Excel.

Note: Once you have made changes you will need to upload the rating file again for it to come into use.

Downloading SchemeServe Rating Files

  1. Log into SchemeServe as an Administrator
  2. Click the Admin Tab
  3. Click the Rates and Fees Icon
  4. Select the Scheme
  5. Choose the Insurer from the Drop Down Menu
  6. Click the Download Conditional Matrix Icon
  7. Click the Save Button to save the Matrix

Video Tutorial

See Also:

  1. Introduction to Rates in SchemeServe
  2. Uploading SchemeServe Rating Files
  3. Downloading SchemeServe Rating Files
  4. Flat Rating: Building Your First SchemeServe Rating File
  5. Conditions for Rating Files
  6. Actions for Rating Files
  7. Rating Modifiers: What they are and when to use them
  8. Multi-Step Ratings: Using Multiple Sections in Rating Files
  9. Advanced Ratings: Using Formulae
  10. Advanced Ratings: Conditional Statements and Functions
  11. Advanced Ratings: Rounding Values
  12. Master Rating: Using Tables and Row Lookup Loops
  13. Example Ratings for Specific Insurance Types (Life and Public Liability)
  14. Mathematical Helper Functions for Ratings Files
  15. Rating Agents: Tips and Tricks