Enter a custom ID or leave empty for auto-generated ID
Identify who is uploading this file
When enabled, the system will automatically detect address columns and validate them using Google Maps API.
This will add validation columns (address_valid, standardized address, province, city, coordinates) to your data.
When enabled, the system will automatically detect date columns and validate them for calendar correctness.
It will also check if effective dates fall within from/to date ranges. Invalid dates like February 30th will be flagged.
When enabled, the system will automatically detect occupancy code columns (code_occupation) and lookup detailed occupancy information.
This will add occupancy descriptions and rate classes to each row based on the occupancy codes in your data.
📋 System Configuration Settings
The following settings are now controlled via system configuration (config/upload_config.py):
Audit Trail Generation: Automatically generates SLIP, REVERSAL, and ENDORSE documents for property accounting
Validation Error Handling: Determines whether to continue or stop processing when validation errors occur
Property Document Merging: Controls whether property documents are merged during processing
Contact your system administrator to modify these settings.
Select the data processing flow: Multi Contract treats each row independently, Multi Risk groups related rows by contract/policy number, Hybrid combines both with intelligent grouping.
User ID for tracking (will be zero-padded to 3 digits)
Descriptive name for the group
Cedent/Insurer ID from master.cedents table (optional - will use Excel lookup if not provided)
Select the basis for capacity calculation in multi-contract processing
Test Processing APIs Directly:
Custom Form Data (Optional)
Add additional fields to send with the file upload
Enter custom data as JSON (will be merged with file data)