Prepare for the upcoming
2027 Financial Call Reporting Season and review the latest updates organized by category. Identify and assess the changes that may impact your Financial Call data submissions.
New Financial Data Collection (FDC) Tool—Coming Soon
The new
Financial Data Collection (FDC) tool will be released in early December 2026! The new tool will simplify your Financial Call reporting by bringing data submission and edit management together in one centralized location. With its improved interface, intuitive navigation, and direct access to Call and edit details, you will be able to:
- More effectively manage your expected Financial Calls and file submissions by state or by carrier
- Streamline your research and follow-up activities
- Use visual indicators to easily identify outstanding Calls and edits to prioritize actionable items
- Directly access Call data and edit details as part of your workflow
- Apply advanced filtering options to narrow your edit research and corrective actions
Stay tuned for the announcement on the release of the new tool.
New FDC Tool Webinar—Coming Soon
Shortly before the release of the new
FDC tool, NCCI will provide you with a webinar containing eight chapters on how to navigate the new tool, understand the enhanced screens, and learn about specific functions and features.
The chapters include:
- Home Page
- Message Center
- Deviations
- Input Data
- Search/View Data
- Address Edits
- Submit Data
- Financial Data Compliance Form
Stay tuned for the announcement on the release of the new webinar.
Introduction to Financial Call Reporting Webinar—Updated Version—Coming Soon
The current webinar, “Introduction to Financial Call Reporting,” will be updated to incorporate the new
FDC tool.
The webinar focuses on the fundamentals of Financial Call reporting and includes an overview of the
Financial Call Reporting Guidebook. It covers Call components, recommended workflow, and available resources.
Stay tuned for the announcement on the release of the updated webinar.
Import of Financial Call Data Files
Beginning with Calls valued as of December 31, 2026, all Financial Call data files, including Deviations files, must be imported using the
FDC tool.
Data Transfer via the Internet (DTVI) is no longer a media option for importing those files.
If you attempt to import a Financial Call data file using
DTVI, you will receive a reject message.
Aggregate Data Quality Incentive Program (ADQIP)—New Assessment Category for Financial Call Data Inquiries
NCCI will implement a new assessment category in the
Aggregate Data Quality Incentive Program (ADQIP) to support the timely resolution of Financial Call data inquiries in the
Financial Data Collection Message Center. The new
ADQIP assessment category is being introduced on a preview period basis, whereby the new category will not be used in the calculation of
ADQIP assessments for the 2027 Financial Call Reporting Season (Valuation 2026). Beginning with the 2028 Financial Call Reporting Season for Valuation 2027 and thereafter, NCCI will implement the new assessment category and bill any assessments for each state not resolved on or before the Financial Call data inquiry’s due date.
Prepare for the upcoming change to
ADQIP by reviewing the details in Circular
DQ-2026-03—Data Quality—New Aggregate Data Quality Incentive Program Category for Financial Call Data Inquiries.
Data Manager Dashboard (DMD)—Enhancements for Financial Call Data Reporting
During the preview period of the new assessment category for Financial Call data inquiries, any past due Financial Call data inquiries with corresponding assessment amounts will be displayed in
Data Manager Dashboard (DMD). The assessments displayed will be for informational purposes only and will not be billed.
Access
DMD to monitor the timeliness results of Financial Call data inquiry responses and
ADQIP assessments during the preview period.
For more details on the enhanced tool and information, view the
Data Manager Dashboard Enhancements article.
Financial Call Reporting Guidebook Including Financial Call Edit Matrix
The updated
Financial Call Reporting Guidebook and Financial Call Edit Matrix are scheduled for release in the fourth quarter of 2026. The guidebook updates include:
- References to the new
FDC tool
- Alignment with terminologies
- Clarification of reporting requirements
- Updated information on the enhanced Financial Data Reporting Workflow
The Financial Call Edit Matrix has been enhanced with:
- Updated edit descriptions to improve the clarity of the edits
- The addition of a new Edit Calculation column to separate calculation or additional details from the edit descriptions
- Updated terminologies for consistency and alignment with the new
FDC tool
For details of the changes to the guidebook and edit matrix, refer to the Change Tracking Guides.
Data Now Program (DNP) 2027—Financial Call Classes
NCCI’s
Data Now Program (DNP) 2027 is scheduled for January 26–28, 2027, and will be held on-site in Boca Raton, FL.
Hands-on training and instructor-led courses will be offered on Financial Call reporting rules and reporting tools:
- New Financial Data Collection Tool—Part 1
- New Financial Data Collection Tool—Part 2
- Financial Call Reporting Fundamentals and Season Preparation
- Financial Call Editing and Validation
- Data Manager Dashboard—Financial Calls and ADQIP
- Financial Call Components: Advanced Topics
- DSR Part 1: Reporting Rules
- DSR Part 2: Average Deviation and Extending Exposures
Register for NCCI’s program and to review the agenda.
Get the latest updates: Stay tuned to this season preview article for updates. Sign up for email notifications to stay on top of updates to this Web information:
- On
ncci.com, click
My Profile in the top right, then
My Email Notifications
- Under the NCCI tab on the left, check the
Data Reporting/Financial Calls box, then click
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