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© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
Introduction to Policy Data ReportingPresented by:Corey Brown and Roguens Loriston
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program 2© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program 2
Objective
1
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NCCI’s 2020 Data Educational Program
Agenda
3
GENERALReporting Requirements AGENDA
OVERVIEWof a Policy
EDITINGCorrecting Errors
POLICY REPORTSOverview of Policy andPOC Reports
DATA QUALITYAccuracy and Timeliness
POLICY Transactions
Reportings
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Overview of a Policy
2
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NCCI’s 2020 Data Educational Program
What Is a Policy?
5
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NCCI’s 2020 Data Educational Program
Uses of Policy Data
6
FFederal Coverage Service
NCCI’s Products
and Services
Proof of Coverage Service
Monitors Expected / Overdue Unit Reports
Distribution of Experience RatingActuarial Analysis
Administration of Assigned Risk Pools
3
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NCCI’s 2020 Data Educational Program
When Is Data Due?
7’s 202020202020 D tDatDat Ea Ea Edducduc tiatiationaonal Pl Pl Progrogramram
7
New, Renewal,Annual Rerate
30 DAYS
From Policy Effective Date
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NCCI’s 2020 Data Educational Program
When Is Data Due?
8’s 202020202020 D tDatDat Ea Ea Edducduc tiatiationaonal Pl Pl Progrogramram
8
30 DAYS
Endorsements/Changes
From Endorsement Issuance Date
4
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NCCI’s 2020 Data Educational Program
When Is Data Due?
9’s 202020202020 D tDatDat Ea Ea Edducduc tiatiationaonal Pl Pl Progrogramram
9
30 DAYS
Cancellations
Prior to Effective Date
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NCCI’s 2020 Data Educational Program
When Is Data Due?
10’s 202020202020 D tDatDat Ea Ea Edducduc tiatiationaonal Pl Pl Progrogramram
10
Within30 DAYS
Reinstatements
From Effective Date
5
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NCCI’s 2020 Data Educational Program
When Is Data Due?
11’s 202020202020 D tDatDat Ea Ea Edducduc tiatiationaonal Pl Pl Progrogramram
11
30 DAYS
Nonrenewals
Prior to Nonrenewal Effective Date
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NCCI’s 2020 Data Educational Program
Policy Data Tools on ncci.com
12
6
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NCCI’s 2020 Data Educational Program
Policy Data Tools on ncci.com
13
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NCCI’s 2020 Data Educational Program
Policy Data Tools on ncci.com
14
7
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NCCI’s 2020 Data Educational Program
Policy Resources
15
y
6W e b A r t i c l e s , W e b A r t i c l e s , C i r c u l a r s a n d i r c u l a r s a n d
W e b i n a r s 1P o l i c y a n d l i c y a n
P O C P O C P O CR e p o r t i n g R e p o r t i n g p o r t i nG u i d e b o o k
5E l e c t r o n i c E l e c t r o n i c
T r a n s m i s s i o n T r a n s m i s s i o nT r a n s m i s s i o nU s e r ’ s G u i d e 2 P O C S t a t e O C S t a t e
G u i d e
4S t a t i s t i c a l a t i s t i c aP l a n P l a n P l a n
M a n u a l3 D a t a Q u a l i t y D a t a Q u a l i t y
G u i d e b o o k
POLICYPOLICYRESOURCES
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NCCI’s 2020 Data Educational Program
ncci.com
16CCCCI’I’s 20202020 DDat Ea Edduc iational Pl Program
8
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NCCI’s 2020 Data Educational Program17
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational ProgramNCCI’s 2020 Data Ed cational Program
Resources
18
9
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NCCI’s 2020 Data Educational Program
Proof of Coverage (POC) State Guide
19
of ooff CCoovveerraagge
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NCCI’s 2020 Data Educational Program
POC State Guide—Kentucky
ncil on Compensation Insurance, Inc. All Rights Reserved.
ducational Pl Program20
10
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NCCI’s 2020 Data Educational Program
POC State Guide—All-State Reference Guide
21
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NCCI’s 2020 Data Educational Program
POC State Guide—All-State Reference
22NCCI’s 2020 Data Ed cational Program
11
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NCCI’s 2020 Data Educational Program’ d l
WCIO Workers Compensation Data Specifications Manual
23
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NCCI’s 2020 Data Educational Program
WCPOLS Specification
24
12
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NCCI’s 2020 Data Educational Program
Customer Service Center
25
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General Reporting Requirements
13
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NCCI’s 2020 Data Educational Program
Policy and POC Reporting Guidebook
27
Part #
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NCCI’s 2020 Data Educational Program
Submission Workflow
28
Data
Prov
ider
Data
Prov
ider
NCCI
Create Data
Prepare File
Send File to NCCI
Retrieve Submission
Report
Review Submission Edits and Correct
Did the file pass?
Submission Editing
Data Quality Editing
Submission Report Generated Yes
Certification Process
Pre-Edit Service
No
14
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NCCI’s 2020 Data Educational Program
State ApplicabilityWA
ME
MT ND MNOR ID WY
NV
CA
UT CO
SDNEKS
AZ NMTX
OK AR
LAMS
AK
HIAL GA
FL
SCNC
VAWV
TNMO
IAIL IN OH PA
MI NYWI ME
NHMA
VT
RICTNJ
DEDC
MD
KY
Part 2
29
NCCI StatesIndependent Bureau StatesNCCI Plan Admin StatesNCCI POC StatesMonopolistic Fund StatesReporting Not Required
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Policy Components
TRANSACTIONS
01—New
02—Renewal
05—Cancellation RECORDS
NameAddress
Exposure
DATA ELEMENTSPolicy Number
Carrier CodeInsured Name
30
d
Policy Components
POLICYData
ElementsRecords
Transactions30
15
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NCCI’s 2020 Data Educational Program
Data Elements to RecordsEx
ampl
es o
f Dat
a El
emen
ts Policy Number IdentifierPolicy Effective Date Link Data
Policy Expiration Date Header Record (01)
Name of Insured Name Record (02)
Address—StreetAddress—City
Address Record (03)
31
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NCCI’s 2020 Data Educational Program
Link Data and Key Fields
Elements reported consistently within each record to link all records of a single transaction
A subset of link data reported consistently across all transactions
Link D
ata
Key Fields
32
16
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NCCI’s 2020 Data Educational Program
Link Data
33
LINK
DATA
First 43 positions of a record
Keep all the records together
Same for each record ona transaction
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NCCI’s 2020 Data Educational Program
Policy Link Data and Key Fields
KeyFieldsLink
Data
Carrier Code 45856
Policy Number WC12345
Transaction Issue Date 02/28/2020
Policy Effective Date 03/01/2020
Transaction Code 01—New
34
17
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NCCI’s 2020 Data Educational Program
Policy Data Dictionary
Part 14
35
Data Element NameData Element Name
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Data Element Code Values
Part 14
36
18
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NCCI’s 2020 Data Educational Program
Policy Data Records
37
RECORDS
NameAddress
Exposure
A record is a collection of related data, such as name information. It is identified with a 2-digit numeric code.
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Record Type Codes and Descriptions
38
01HEADER
Information that applies to the entire policy—
policy-level data
02NAME
Legal name of the insured
03ADDRESS
Address data, including mailing and location of operation, etc.
19
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Name and Address Linking
39
NAME ADDRESS
LINKINGLIN02
KING03
On Name Record (02) On Address Record (03)Name Link ID [ 001 ] Name Link ID [ 001 ]
Name Link Counter ID [ 00 ]State Code Link [ 09 ]
Continuation Sequence Number [ 001 ]
Name Link Counter ID[00]
4 DATA ELEMENTS FOR POC LINKING
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Name and Address Linking Rules
40
1. Assign a new Name Link ID and Name Link Counter ID for each distinct employer
2. Each location that belongs to a name should be linked using the same Name Link Identifier and Name Link Counter Identifier
3. The primary name on the policy must always be reported as:
Name Link Identifier = 001Name Link Counter Identifier = 00Continuation Sequence Number = 001
20
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NCCI’s 2020 Data Educational Program
Name and Address Linking—Example
41 Part 6
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Employer Information—Example
42
Idaho
Nevada
Utah
XYZ Company30 South StreetBoise, ID 83701
DEP Company30 South StreetBoise, ID 83701
ABC Company25 North StreetReno, NV 89501
John Smith25 North StreetReno, NV 89501
Ralph Stevens25 North StreetReno, NV 89501
XYZ Company25 North StreetReno, NV 89501
DEP Company50 West StreetCheyenne, WY 82001
DEF Company
Part 6
21
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NCCI’s 2020 Data Educational Program43
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NCCI’s 2020 Data Educational Program44
22
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Employer State View
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Reporting Multiple Records
46
Part 3
23
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NCCI’s 2020 Data Educational Program
Record Type Codes and Descriptions
47
04STATE
Premium, loss constant, expense
constant, and experience
modification
Reporting of class and stat codes,
rates, estimated exposure, and
premium by state
EXPOSURE
05
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NCCI’s 2020 Data Educational Program
Endorsement Identification Record
• Report a state code of 00 for endorsements that apply to all states
• Identifies all endorsements that apply to a policy
• Includes only the state and the endorsement numbers
• If a carrier independently files a modified version of NCCI’s standard endorsement, both are required
• Multiple records may be reported as needed
• One record accommodates up to 11 endorsements
48
Part 3RECORD 07
24
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Cancellation/Reinstatement Record
A cancellation, reinstatement, or a nonrenewal for the entire policy
Part 3
49
08RECORD
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Cancellation/Reinstatement Record
08RECORD A cancellation,
reinstatement, or a nonrenewal for the entire policy
Part 3
50
A nonrenewalor reinstatement for a single state on a multistate
policy
25
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NCCI’s 2020 Data Educational Program
Record Type Codes and Descriptions
51
10
EXPERIENCE RATING
Report the Experience Rating
Modification Factor, Effective Date, and
State
13
POLICY PERIOD
Extended-term policies only
42
CONTINGENTEXPERIENCE RATING
Contingent Experience Rating Mod Factors and
the associated mod effective dates
43
DEDUCTIBLEENDORSEMENT
Reported for each state with a
deductible program
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NCCI’s 2020 Data Educational Program
Record Type Codes and Descriptions
52
87
Policy Info PageData Elements
Report changes to Policy
Information Page data elements
Z1
Noncompliance/ Compliance
Report Noncompliance/
Compliance Details
99
FileControl
Report Total Number of
Records/Number of Header Records
26
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Summary
TRANSACTIONS
0101———New
0202———Renewal
0505———Cancellation
wal
nnnnnnnnncellationnnnnnnnnnnnn RECORDS
NameNameAddress
Exposure
RECORDS
e
DATA ELEMENTSPolicy Numberolicy Number
Carrier CodeCarrier CodeInsured Name
53
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m
Knowledge Check54
27
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NCCI’s 2020 Data Educational Program
When Is Policy Data Typically Due to NCCI?
55
Generally within 30
DaysUNLESS POC STATE REQUIREMENTS ARE MORE STRINGENT
(POC State Guide)
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NCCI’s 2020 Data Educational Program
What Is the Purpose of the First 43 Positionsof Any Record?
56© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCNCCI’sI s 20202020 DatData Ea Educducatiationaonal Pl Progrogramram
ooff AAnnyyy RReeccoorrdd??
56
28
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NCCI’s 2020 Data Educational Program
What Are the Four Data Elements Used to Link Name and Addresses for Proof of Coverage?
57
Name Link Identifier
(NLI)3-digit code
Name Link Counter Identifier
(NLCI)2-digit code
Continuation Sequence Number
(CSN)3-digit code
State Code Link (SCL)
2-digit code
[ 001 ] [ 00 ] [ 001 ] [ 09 ]
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NCCI’s 2020 Data Educational Program
What Two Resources Do You Use to Report Policy and Proof of Coverage Data to NCCI?
58
Policy and Proof of Coverage Reporting Guidebook
POC State Guide
29
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Policy Transactions Reporting
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TRANSACTIONS
60
A policy transaction is a record or group of records that identifies the type of data being reported to NCCI, such as a new business. It’s also represented by a two-digit numeric code.
30
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NCCI’s 2020 Data Educational Program
Transaction 16—Required Records
61
POCNOTICE/BINDER
(16)
Only for Proof of Coverage reporting
Reported when all information is not available for an Establishing Transaction
Must be replaced with an Establishing Transaction; key fields MUST match
Not accepted in Hawaii, Idaho, and Maine
Cancellations/Nonrenewals are permitted
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NCCI’s 2020 Data Educational Program
Transaction 16—Required Records
62l Rights Reserved. 62
POCNOTICE/BINDER
(16)
ADDRESS(03)
31
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NCCI’s 2020 Data Educational Program
Establishing/Originating Transactions
63
040201New Policy
Used to report to the jurisdiction that the insured has been issued a policy for the first time
RenewalUsed to report coverage that has been continued for another policy term by the insurer
Annual RerateUsed to report the second and third years of a three-year variable rate policy
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NCCI’s 2020 Data Educational Program
Establishing/Originating Transactions—Required Records
Establishing Transactions(01, 02, 04)
Header(01)
Name(02)
Address(03)
StatePremium
(04)
Exposure(05)
AdditionalApplicable
Records
64
32
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NCCI’s 2020 Data Educational Program
Establishing/Originating Transactions
Florida-Only Policy
New Policy01Record Type and Data Elements
Header (01)Policy Term Code: 1—Standard one yearName (02)Name: Sunshine Inc.Address (03)Address Type 1: 1 Main St, Boca Raton, FL Address Type 3: 28 Lee St, Boca Raton, FLState Premium (04)State Code: 09 (FL)Exposure (05)State Code: 09Class Code: 8810
65
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NCCI’s 2020 Data Educational Program
Transaction Types and Codes
66
03Endorsements
Used to report endorsements (other than Annual Rerate Endorsement) having specific record layouts and issued after the establishing policy.
33
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NCCI’s 2020 Data Educational Program
Endorsements and Transactions
Experience Rating Mod Change
Contingent Experience Rating Mod Factor
10
42
Transaction 03or any
Establishing orFull Policy
Replacement Transactions
Transaction 03 Only
67
Policy Period13
Deductible Endorsement Record43
Policy Information Page Change87
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NCCI’s 2020 Data Educational Program
Record Type 87Policy Information Page Change Endorsement
A separate record is required for each data element.
KeyFields
Must Only Be Reported With a Transaction 03
Policy Data Elements Endorsement NumbersPolicy Number Identifier WC890302Policy Effective Date WC890603Carrier Code WC890619Policy Expiration Date WC890604Name of Producer WC890607Legal Nature of Insured WC890610
68
34
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NCCI’s 2020 Data Educational Program
Full Policy Replacement Transactions
06 Key Field Change08 Rating Change10 Nonrating Change14 Miscellaneous Change15 Add/Delete State Change
69
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NCCI’s 2020 Data Educational Program
Full Policy Replacement Transactions
06 Key Field Change
70
Used to report a replacement policy for a previously issued policy
that has had one or more of the key data fields
changed.
35
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NCCI’s 2020 Data Educational Program
Transaction Code 06
71
Carrier Code 99990
Policy Number WCDEP19
Policy Effective Date* 01/01/2020
Original Carrier Code 12367
Original Policy Number WC112912
Original Pol. Eff. Date 01/01/2020
Key Field Change Transaction 06Policy Number: WC112912Pol. Eff. Date: 01/01/2020Carrier Code: 12367
Original:
Policy Number: WCDEP19Carrier Code: 99990
Changed Key Fields:
*The Policy Effective Date can be changed to a date that’s up to 61 days later than the original Policy Effective Date.
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NCCI’s 2020 Data Educational Program
08 Rating Change10 Nonrating Change14 Miscellaneous Change15 Add/Delete State Change
72
Used to replace a policy previously reported. All data elements and endorsements previously reported must be included on the full policy replacement.
36
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NCCI’s 2020 Data Educational Program
Policy Replacement Transactions for Non-Key Field Changes
73
15141008
Rating Change Nonrating Change
MiscellaneousChange
Add/Delete State
Used to replace a policy previously reported. Using a full policy replacement to change or modify a policy is optional when there is an endorsement record layout available to achieve the same intended change.
NCCI does not distinguish between these transactions.
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NCCI’s 2020 Data Educational Program
Rules for Replacement Transactions
74
1
Additions and ChangesReport the effective date of the addition or change in the Policy Change Effective Date field.
3
Transaction Code 06 does not recognize the Policy Change Effective Date and the Policy Change Expiration Date.
2DeletionsReport the effective date of the deletion in both the Policy Change Effective Date and Policy Change Expiration Date fields.
37
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Policy Replacement Due to Add/Delete State Change—Transaction Code 15
Use Transaction Code 15 to add Georgia.
+
Establishing Transaction
1/1/2020 3/1/2020
Full Policy Replacement Transaction
75
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NCCI’s 2020 Data Educational Program
Example: Transaction 15—Add State
76
State Premium—Record Type 04State Code State Add/Delete Code Pol. Chg. Exp. DatePol. Chg. Eff. Date
09 (FL) Blank 00/00/0000/00/00
10 (GA) A 00/00/0003/01/2003/01/20A 00/00/00
38
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NCCI’s 2020 Data Educational Program
Example: Transaction 15—Delete State
77
State Premium – Record Type 04State Code State Add/Delete Code Pol. Chg. Exp. DatePol. Chg. Eff. Date
09 (FL) Blank 00/00/0000/00/00
10 (GA) D 08/01/2008/01/2008/01/20 08/01/20D
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NCCI’s 2020 Data Educational Program
Transaction 14 vs. Transaction 15
78
Transaction 15• The correct transaction to process an
Add/Delete state
• Add/Delete State Code is only applicable with Transaction 15
Part 3ETransactions 14 and 15 are not interchangeable.
© Cop© C yright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Tran
39
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Establishing Transaction Code 15
WI not reported to NCCI Add Georgia
+
When Georgia is added, the policy becomes an Establishing Transaction—Code 15.
79
h li b
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NCCI’s 2020 Data Educational Program
Example: Transaction Code 15
80
State Premium—Record Type 04State Code State Add/Delete Code Pol. Chg. Exp. DatePol. Chg. Eff. Date
48 (WI) Blank 00/00/0000/00/00
10 (GA) A 00/00/0003/01/2003/01/20 00/00/00A
40
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NCCI’s 2020 Data Educational Program
Transaction Types and Codes
81
05Cancellation/
Reinstatement/Nonrenewal
Used to report the cancellation of a policy or the reinstatement of a policy that was previously cancelled or nonrenewed.
CANCELLATIONSTerminate the entire policy
REINSTATEMENTSReverse cancellation/nonrenewal, putting coverage back in force
NONRENEWALSTerminate coverage as of Policy Expiration Date
The reporting of Nonrenewals is required in continuous coverage states to end coverage.The reporting of Nonrenewals is required in continuous coverage states to end coverage.
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
POC State Guide
82nall Program
POC State Guide
41
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NCCI’s 2020 Data Educational Program
Cancellation Types
83
F Flat
PR Pro-Rata
SR Short Rate
Part 3E
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NCCI’s 2020 Data Educational Program
Nonrenewal and Reinstatement Transactions at the State Level and Policy Level
84
Part 3E• Report a State Code for the specific state on Record
Type 08
State-Level Nonrenewal/Reinstatement
• Report “99” for the State Code on Record Type 08
Policy-Level Nonrenewal/Reinstatement
42
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NCCI’s 2020 Data Educational Program
Transaction Types and Codes
85
17Noncompliance/
ComplianceUsed to report Undisputed Premium Obligation (UPN) and Noncompliance (NCN) data to NCCI
Required for the Assigned Risk Market
Report UPN and NCN data
Recommended for Voluntary Policies
Only use Record Type Z1
Will not cancel a policy
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m
Knowledge Check86
43
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NCCI’s 2020 Data Educational Program
Test Your Knowledge
ScenarioInsured: FL Gridiron Dba East Coast Sports, FEIN 354964885
Mailing Address: 182 Homerun Cir., West Palm Beach, FL 33411
Location: 182 Homerun Cir., West Palm Beach, FL 33411
Additional Employer: Sports One Stop Shop FEIN 354964885
Location: 138 SW Scores Ct., Ft. Lauderdale, FL 33304
All employers have the same FEIN but operate at different locations.
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NCCI’s 2020 Data Educational Program
1. Based on the scenario, how many name and address records need to be reported?
Name Records: ______________Address Records: ____________
Answers
88
44
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NCCI’s 2020 Data Educational Program
Answers
89
Names
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NCCI’s 2020 Data Educational Program
Answers
90
Addresses
45
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NCCI’s 2020 Data Educational Program
2. What record do you use to report all endorsements applicable to a policy? __________________
3. What transaction and record do you use to report a nonrenewal, reinstatement, or cancellation transaction? _________________________
Questions
91
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Editing
46
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NCCI’s 2020 Data Educational Program
Why Do We Edit Data?
93
Policy data is the cornerstone for NCCI’s productsand services.
Part 12
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NCCI’s 2020 Data Educational Program
Editing ProcessAll Policy data goes through the editing process.
Carriers are required to review edit results and take corrective action.
94
47
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NCCI’s 2020 Data Educational Program
Edit Types
FieldEnsures that the value in each field is acceptable according to submission guidelines
95
Logical
Relational
Verifies that the data is reasonable in relation to one or more other fields
Compares the data in a specific field with another field contained in the same submission and/or data previously received
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NCCI’s 2020 Data Educational Program
Policy Data Grades
Indicates Overall Impact to Data• What Is the Severity?
• Did the Transaction Process?
• Did the Record Process?
96
48
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NCCI’s 2020 Data Educational Program
Policy Data Grade DescriptionsEntire transaction rejected; stays in database for 90 days.
Transaction Reject9
97
Record Rejected; stays in database for 8 days.RecordReject8
Transaction/record has been processed by NCCI and the data has been captured. NCCI will send data to the POC state.
POC CriticalError7
A POC Data Element was reported incorrectly and is in error. The data has been captured on NCCI’s database as submitted.
POCError6
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Data Grade Descriptions
98
A data element was reported incorrectly and is in error. The data has been captured on NCCI’s database as submitted.
Priority Error4
A data element was reported incorrectly, and NCCI substituted and assumed correct default value.
DefaultError3
A data element may have been reported incorrectly and may contain an error.
SuspectError2
49
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Edit Number
Unique Six-Digit Number
Sequence Number
0162 __ 01
Data Element Number
Part 12
99
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Edit Matrices
100
50
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Edit Matrices
101
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Data Collection View
102
51
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
Policy Reports
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
What Are Policy Reports?
Results of
Policy Editing Process
Status of Policy
Submissions
104
52
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Programl
Data Reports Guide
105
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Data Reports Guide
106
53
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Data Reports Guide
107© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCNCCI’sI’s 20202020 DatData Ea Educducatiationaonal Pl Progrogramram
DDaattaa RReeppppoorrttss GGuuiiddee
107
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NCCI’s 2020 Data Educational Program
Report Information
108NCCI’s 2020 Data Educational Program
108
54
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Two Types of ReportsNCCI-Generated
Customer-Generated Reports
Frequency: Upon Submission• Policy Submission Results • Policy Certification Submission Results• Policy Pre-Edit Service Submission
Results
• Policy Reject and Error • Policy Risk ID
Frequency: Monthly• Policy Monthly Outstanding Data
Grade 7• Assigned Risk Binder Number• Monthly Outstanding Noncompliance
Frequency: Daily• Policy Daily Submission Results• Noncompliance/Compliance Reject
• POC Transaction Report
109
Frequency: Upon Submission• Policy Submission Results • Policy Certification Submission Results• Policy Pre-Edit Service Submission
Results
Frequency: Monthly• Policy Monthly Outstanding Data
Grade 7• Assigned Risk Binder Number• Monthly Outstanding Noncompliance
Frequency: Daily• Policy Daily Submission Results• Noncompliance/Compliance Reject
• Policy Reject and Error • Policy Risk ID• POC Transaction Report
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Reports
110
Data reporters are required to Data reporters are required to review edit results and submit review edit results and submit
corrected data when applicable.
55
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Report Retention Schedule
Upon Submissionand Daily
3 Months
Custom Reports 10 Calendar Days
6 MonthsMonthly
111
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Accessing Reports
112
56
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NCCI’s 2020 Data Educational Program
Data Reports
113
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
NCCI-Generated Policy Data Reports
114
57
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Submission Results—Summary
115
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Submission Results—Detail
116
58
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Submission Results—Detail
117
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Submission Results—Detail
118
59
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Submission Results—Detail
119
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Submission Results—Detail
120
60
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Submission Results—Detail
121
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Customer-Generated Policy Data Reports
122
61
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Customer-Generated Policy Data Reports
123NCCI’s 2020 Data Educational Program
y p
123
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Reject and Error Report—Sample
Same information as NCCI-Generated—allows you to customize the details
124
62
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
My Queue
125
© Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
NCCI’s 2020 Data Educational Program
Policy Edit Matrix
126
63