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Data Reporting

Financial

Posted Date: August 27, 2021
    
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OverviewPolicy and POCUnit StatisticalMedicalIndemnityDCIPool
OverviewPolicy and POCUnit StatisticalMedicalIndemnityDCIPool

What is Financial data?

Financial Call data is workers compensation data (premiums, losses, claim counts, and expenses) collected on an aggregated policy year, calendar-accident year, and calendar year basis.

What is Financial data used for?

NCCI uses Financial Call data for determining the overall loss cost or rate changes filed at the jurisdiction level, supporting market analysis, and responding to regulatory requirements.

What resources are available for Financial Call data?

Tools and Services

  • Financial Data Collection—Allows you to search, view, create, copy, edit, save, print, validate, correct, and submit your Financial Call data. Additionally, this tool enables you to complete and submit electronic signature of your Financial Data Compliance Form view, and respond to notifications, view, and update your Active Deviations, and import and export your Financial Call data. Additionally, you can create and view Aggregate Data Quality Incentive Program (ADQIP) assessment appeals.

  • Data Transfer via the Internet (DTVI)—Is a Web-based tool for reporting your data. This tool also allows you to track your data files sent to and from NCCI.

  • Data Manager Dashboard (DMD)—Allows you to monitor your company’s Financial Call data reporting performance. You can also access your data quality and timeliness results for the ADQIP and Carrier Data Quality Report Program (Carrier Report Card).

Reporting Resources

  • Financial Call Reporting Guidebook—Contains rules and requirements for reporting Financial Calls and completing the Financial Data Compliance Form. It also includes the editing requirements and the Financial Call Edit Matrix.

  • Data Quality Guidebook—Contains the program rules and criteria for each of NCCI’s Data Quality Compliance Programs. It also includes NCCI’s approach to data quality, details for cross-data type comparisons, and workflows for data quality best practices.

  • Electronic Transmission User’s Guide—Contains the requirements for preparing and submitting test and production files for all NCCI data types. It also includes information for receiving data files and extracts electronically.

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