XactXpert Rule Alerts worksheet
Updated
by
Arianne G.
The XactXpert Rule Alerts worksheet allows you to analyze basic XactXpert data such as Alert Type, Bypasser Name, and Rule Owner. XactXpert is a tool in Xactimate online that tracks errors in an estimate, such as missing information and other unmet requirements, and displays alerts to inform the user.
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 attributes that the XactXpert Rules Alerts worksheet includes.
Alert status
Specifies whether an alert is not resolved, no longer occurring, bypassed, or resolved.
Alert type
The type of alert triggered by XactXpert Rules in Xactimate. There are three types of alerts: violations, warnings, and cautions. For more information, see What alerts are in Xactimate?
Assignee
The name of the adjuster or contractor that the assignment is assigned to.
Assignee company name
The company that the assignee works for.
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.
Bypass note
The note the bypasser entered to bypass the triggered alert. Violations cannot be bypassed.
Bypassed date
The date an alert was bypassed and a bypass note was entered.
Bypasser name
The name of the user who bypassed the alert and entered the bypass note.
CAT code
A code for a catastrophe; when added, the column will display the name of the catastrophe as entered by an account user.
CAT/non-CAT
This identifies whether an assignment has a catastrophe code or not; the column displays Y or N.
Cause of loss
The thing or event that caused the type of loss to occur; similar to the type of loss, but more specific. If the type of loss is FIRE, the Cause of Loss could be Candle, Cooking, or Defective Appliance.
Checkpoint price list
This column displays the checkpoint price list for the estimate. A checkpoint price list provides a frame of reference for the estimating price list(s), which are applied when the estimate is created.
Claim number
The identification number for the claim. This is entered or imported when the assignment is created.
Claim rep code
This is an optional field in XactAnalysis some customers use to identify the person who is managing the claim.
Claim rep name
The name of the person who manages the claim for the carrier.
Company ID
The unique identifier for a data set.
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.
Estimate price list
This column displays the name of the estimate price list that’s applied to the estimate when it’s created. Price lists are compiled by Xactware and consist of general quote items, contents cleaning items, and sales tax jurisdictions.
Estimator name
The user with the estimator role associated to the project.
File status
XactAnalysis tracks assignments as having been opened, reopened, and closed.
Final Contacted Date
The last date that the customer or policyholder is contacted for the whole assignment chain.
Final Received Date
The date of the last Xactanalysis assignment for the whole assignment chain.
Final Returned Date
The date of the last estimate returned to XactAnalysis for the whole assignment chain.
Form Name
This column displays a list of policy forms and endorsements.
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.
Inspection date
The date the XactXpert inspection was run.
Instance name
The name of the instance associated with the project.
Insured name
The name of the policyholder
Invoice Date
The date that the Invoice Status was updated in Assignment Details.
Job size
The size of the job based on cost; the column displays sizes ranging from Small to Extra Large.
Job type
The type of work that an adjuster or contractor will need to complete (General, Emergency, etc.).
Loss date
The date the damage occurred to the property.
Loss Received Date
The date the carrier received the claim.
Organization hierarchy level (1 – 7)
XactAnalysis accommodates seven different command levels, often the top-level equivalent to a corporate management and a bottom-level equivalent to individual claim reps or adjusters. These hierarchies will vary depending on your organization and your workflow. They are not used by all Xactware customers.
Original Contacted Date
The first date that the customer or policyholder is contacted for the whole assignment chain.
Original Received Date
The first date an assignment was received for the whole assignment chain.
Original Returned Date
The date of the first estimate returned to XactAnalysis for the whole assignment chain.
Policy type
The type of insurance policy (homeowner, commercial, etc.); policies can have multiple coverages.
Price list name
The name of the price list associated with the project.
Primary contractor company
If a contractor has one or more parent contractor companies, this column displays the name of the contractor company at the top of the hierarchy. If there are no parent contractor companies, this column will simply display the name of the original contractor.
Profile name
The name of the profile associated with the project.
Project created date
The date the project was created.
Project manager name
The name of the project manager.
Project name
The name of the project.
Project status
The status of the associated progress, either in progress or completed.
QA approval status
This indicates whether an assignment was approved by Quality Assurance (Not Yet Approved, QA Approved, QA Rejected). See Approval statuses for more information.
Received date
The date the assignment was created in XactAnalysis. If an assignment is never created in XactAnalysis, this column will display a null value.
Resolved date
The date a triggered alert was resolved.
Resolver name
The person who fixed the estimate so the rule isn't triggered any longer.
Returned Date
The date that an estimate is first returned to XactAnalysis.
Risk Address 1
The first line of the street address that the property damage occurred in.
Risk Address 2
The second line of the street address that the property damage occurred in.
Risk Address 3
The third line of the street address that the property damage occurred in.
Risk city
The city the property damage occurred in.
RIsk country
The country the property damage occurred in.
RIsk county
The county the property damage occurred in.
Risk state/province code
The state/province code for the damaged property.
Risk ZIP/postal code
The ZIP/Postal code that the property damage occurred in.
Roof damage type
The type of damage that occurred to a roof.
Roofing analysis status
The progress of a third-party roofing analysis request. There are four possible statuses: Requested, Re-Requested, Returned, and Not Used.
Room/area name
The name of the room/area in the project’s Sketch.
Rule description
The description associated with a rule alert.
Rule name
The name of the rule.
Rule owner
The party for which the rule is run. There are three possible parties: Instance, Profile, or Verisk.
Type of loss
The category of loss (Collapse, Earthquake, Fire, etc.).
XactAnalysis ID
The user ID in XactAnalysis, which is unique from all other XactAnalysis users. XactAnalysis user IDs are assigned to a user by an administrator when they are first added to XactAnalysis.
XactNet address
A person or company's unique identity, similar to an email address, which is used to send, receive, and update assignments and estimates via XactAnalysis.
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 measures that the XactXpert Rules Alerts worksheet includes.
Alert count
The number of alerts.
Bypassed count
The number of alerts that were bypassed.
Last Gross Estimate Amount (RCV)
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.
Resolved count
The number of alerts resolved.
Rule version
The number of times the rule logic has been modified.
Rule weight
The weight associated to the rule. Users can distribute rule weights based on the rule type. The total score of the estimate is then determined from the weights assigned to each rule and the distribution of the weights based on the rule type. The total of the rule weight percentages must equal 100. For more information, see Scoring and weighing rules.