Industry Claim Data worksheet
Updated
by
Arianne G.
Insights includes Xactware specific terms, called columns, that you can use in your search.
All search columns fall under two categories: attributes or measures.
Some chart types require a specific number of attributes and measures.
Attributes
Attributes are date or text values, such as names, addresses, and phone numbers; they’re highlighted in blue in the search field. Attributes usually appear on the x-axis of your charts. Below are the XactAnalysis-specific attributes that the Industry Claim Data worksheet includes.
Assignee
The name of the adjuster or contractor that the assignment is assigned to.
Assignee company name
The company that the assignee works for.
Assignee email
The email address of the assignee.
Assignment created by
The system that created the assignment (SWA, EDI, Referral, Reassignment, etc.).
Assignment status
Statuses mark an assignment’s progress in the claim process. Because workflows can vary from company to company and from team to team, the statuses in XactAnalysis are highly customizable. For more information, see our Statuses help article.
Business unit
Some companies use a feature in XactAnalysis that allows them to create business units. For example, a company may create separate units for their commercial and residential business.
CAT/non-CAT
This identifies whether an assignment has a catastrophe code or not; the column displays Y or N.
ClaimXperience policyholder collaborated
This column indicates whether a ClaimXperience Policyholder Collaboration occurred.
Contents coverage type
This specifies whether or not contents of the home are covered by the policy. The column will display either Contents or Not Contents.
Data set
Companies use data sets to separate their assignments into groups (departments or specializations).
Dwelling coverage type
This specifies whether or not a dwelling is covered by the policy. The column will display either Dwelling or Not Dwelling.
First drying started date
The first date that mitigation drying started. You update this date in the Details tab.
Hierarchy level (1 – 4)
Geographical hierarchies, such as countries, provinces, cities, etc.; You can add multiple hierarchy levels to the same report. This allows you to group data by city or province.
Industry trade
The industry trade used for the assignment, such as drywall, flooring, painting, and HVAC.
Insights gross estimate bin
This column groups assignments by their gross estimate amount.
Job size
The size of the job based on cost; the column displays sizes ranging from Small to Extra Large.
Last drying completed date
The last date that mitigation drying was completed. You update this date in the Details tab of Assignment Detail.
Loss date
The date that the damage occurred to the property.
Other structure coverage type
This specifies whether or not a structure other than the primary dwelling is covered by the policy. The column will display either Other Structure or Not Other Structure.
Received date
The date and time the XactAnalysis system receives the assignment. This is an automatically generated timestamp.
Returned date
The date that an estimate is first returned to XactAnalysis.
Risk census division
The census division that the risk location is in.
Risk city
The city that the risk location is in.
Risk country
The country that the risk location is in.
Risk county
The county that the risk location is in.
Risk postal code
The postal code for the risk location.
Risk province
The province that the risk location is in.
Risk state
The state that the risk location is in.
Risk ZIP Code
The ZIP Code of the risk location.
Zero dollar estimate
This indicates whether or not the estimate had a value of zero dollars.
Measures
Measures are numeric values, such as age or monetary amounts; they’re highlighted in green in the search field. Measures usually appear on the y-axis of your charts. Below are the XactAnalysis-specific measures that the Industry Claim Data worksheet includes.
Assignment count
The number of assignments.
Collaboration count
The number of estimate collaborations.
Contacted to inspected days
The number of days between when the customer is contacted and the property is inspected.
Contacted to inspected workdays
The number of workdays between when the customer is contacted and the property is inspected.
Cycle time days
The number of days between the Received Date and the end of a claim. The end date of a claim is the latest File Closed Date, QA Approved Date, Estimate Date, Corrected Estimate Date, or Job Not Sold Date.
Cycle time workdays
The number of workdays between the Received Date and the end of a claim. The end date of a claim is the latest File Closed Date, QA Approved Date, Estimate Date, Corrected Estimate Date, or Job Not Sold Date.
Drying days
The number of days between the First Drying Started Date and the Last Drying Completed Date.
Drying workdays
The number of work days between the First Drying Started Date and the Last Drying Completed Date.
Estimates returned count
The number of returned estimates.
In progress cycle time days
The number of days a project is in-progress. Assignments are considered to be in progress if they have a File Status of "Open" as well as an XactAnalysis Status of "Notification Pending," "Notified," or "Delivered."
Inspected to returned days
The number of days between when the property is inspected and the assignment is returned.
Inspected to returned workdays
The number of workdays between when the property is inspected and the assignment is returned.
Last gross estimate amount
The sum of all of the estimate total amounts. For example, if you pair this column with Business Unit, you will see each business unit's sum of estimate totals.
Material depreciation amount
The amount of material depreciation in an estimate.
Non-material depreciation amount
The amount of non-material depreciation in an estimate.
Non-recoverable depreciation amount
The amount of depreciation that is not eligible for reimbursement, according to the insurance policy.
Overhead amount
The monetary amount recorded as overhead; For more information, see our Pricing Methodology white paper.
Overhead and profit depreciation amount
The monetary amount recorded as overhead and profit depreciation.
Overhead percent
The percentage that an estimate is marked up to cover overhead expenses, such as driving to the job and office costs.
Percentage of total estimate value
This column allows you to see your search results in percentages. For example, if you add this column to a search with Type of loss, your results will show what percentage of the total estimate value falls under various types of loss.
Percentage of total estimates
This column allows you to see your search results in percentages. For example, if you add this column to a search with Type of loss, your results will show what percentage of estimates fall under various types of loss.
Profit amount
The monetary amount marked as profit; for more information, see our Pricing Methodology white paper.
Profit percent
The percentage that an estimate is marked up to ensure a profit; for more information, see our Pricing Methodology white paper.
Received to contacted days
The number of days between when an assignment is received and the customer is contacted.
Received to contacted workdays
The number of workdays between when an assignment is received and the customer is contacted.
Received to inspected days
The number of days between when an assignment is received and the property is inspected.
Received to inspected workdays
The number of workdays between when an assignment is received and the customer is contacted.
Received to returned days
The number of days between when an assignment is received and when it is returned.
Received to returned workdays
The number of workdays between when an assignment is received and when it is returned.
Recoverable depreciation amount
The difference between the actual cost value (ACV) and replacement cost.
Returned to client approved days
The number of days between when an assignment is returned and when it is marked as client approved.
Returned to client approved workdays
The number of workdays between when an assignment is returned and when it is marked as client approved.
Returned to QA approved days
The number of days between when an assignment is returned and when it is marked as QA approved.
Returned to QA approved workdays
The number of workdays between when an assignment is returned and when it is marked as QA approved.
Sales tax amount
The amount of sales tax.
Sales tax depreciation amount
The amount of sales tax depreciation in an estimate.