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Data Extract

 

Report description

This tool allows the user to build simple queries against all of the disability information in the CR&A database. Users utilize a wizard, similar to the other CR&A reports, to identify the available fields they would like in their output.

Once the user has selected the fields and the policy information, the wizard allows them to utilize a query-generation tool to further limit their results to only those claims that satisfy specific criteria. For example, the user could limit their results to the data for claimants who live in a certain state, work in a certain division and/or have a particular job title. The output from this tool can be opened in Microsoft Excel so that the data can be sorted further or formatted into a standard report.

 

Data details — what's in? What's out?

This section provides information which is specific to the STD and LTD data extracts. Please refer to the information in the Understanding the data details section for general information on the details for all reports, including Marked up in Error (MUERR) claims and data processing delays.

 

Data

This section provides information which is specific to the STD and LTD data extracts. Please refer to the information in the Understanding the data details section for general information on the details for all reports, including Marked up in Error (MUERR) claims and data processing delays.

  • Transactional report query-tool that provides a user-defined listing of claims.
  • The user selects either the STD or LTD data extract.
  • The user can combine fully-insured and self-insured data in a single report.
  • The first screen of the wizard offers an on-line data glossary of the available fields.
  • The 67 (STD) or 77 (LTD) available fields are grouped into 4 categories to make them easier to find. The four categories are: Claim Specific Data, Employee Specific Data, Policyholder Data, and Financial Data.
    1. Claim specific data includes items that are unique to a specific claim (e.g., disability date).
    2. Employee specific data includes information that is particular to an individual and is the same on all of their claims (e.g., date of birth).
    3. Policyholder data includes information about the contract that covers the employee (e.g., division name).
    4. Financial data includes specific information about the most recent claim payment (e.g., check amount).
  • On the Format screen, the user can sort up to 3 fields of data and can choose the output format (comma separated value or fixed width).
  • On the Advanced Selection screen, the user can define claim section criteria. For every field that is available in the first screen of the wizard (Select Category/Fields), the user can provide further criteria to any field. For example, the user could select all claims in a certain division whose claimants have a particular job title.
  • If the user makes no selections on the Advanced Selection screen, all claims will be included.
  • Data is updated daily, but there is a 2 day data processing delay.

 

How can I use this information?

data extract is an incredibly versatile tool. Here are some suggestions on the tools many uses:

  • Use the tool to create a unique report. For example:
    1. Some users are distracted by too many data fields. These users can produce a report with a limited number of fields that are important to them.
    2. Some users want to be able to access all of the available fields for many years of data. These users can produce a report with every STD or LTD claim filed with Unum.
  • Use the tool to help fill in the data details for any existing reports. Such as, analyzing the details for the most costly claims in one quarter in the Claim Incidence Quarterly Compare Report. Another example (for self-insured customers) could be analyzing the top ranking diagnosis or cost details in the disability top ranking diagnostic report.
  • After downloading the report, utilize all the functions of Excel to sort, add and manipulate data. For example,
    1. sort and/or subtotal the report to provide information such as: the most costly claims by division, or the number of claims by status (open/closed) or reason code (e.g., return-to-work)
    2. add a field that calculates the month that the claim was received
    3. merge claimant disability data with other HR-related data For more ideas on how to use this information, refer to the section titled Interpreting the reports.