Convert to Expere EZ Config Default Data

Once the data has been exported from OPPSA, appropriate Accounts created in Security Administration, applicable user permissions established, and content set up in DGS Management, you can begin the process of converting data into Expere EZ Config Default Data.
Note: If the amount of data you are converting is large, we highly recommend breaking the import down into multiple, smaller imports.
  1. First, set up your account detail in EZ Config Default Data.
    1. In EZ Config Default Data, on the Organizations page, specify the Account Type, Charter, and Insurer Type. Then select the jurisdictions in which this Account does business. See Account Details for more information on specifying account details.
      Note: In order for the conversion to process correctly, it is important that you complete the Account Details information prior to running the import and conversion process.
  2. Then, perform the Import.
    1. Click the Conversion option on the More menu to open the Conversion Details Page.
    2. Click + Add Conversion Import to begin a new conversion. Add Conversion Popup
    3. On the Add Conversion popup, select files to convert and define your Line of Business and Content Source Alias.
      Note: If you are performing multiple, smaller imports, the following order is recommended:
      1. Organizations
      2. Policies. You may need to break your policy data down into smaller imports if you have a lot of policy data to convert.
        Note: If you break your policy data down into smaller imports, it is important to convert your Form Setup Policies either before or at the same time as the Account Agreement and Safe Deposit Box Lease policy to ensure the data items correctly convert to the new locations.
      3. Products
    4. Click Convert and Import to begin the conversion and import process. Click Cancel to return to the Conversion Activity Page.
      Note: Clicking Convert and Import will create the Organizations, Policies, and Products from the selected files. This process may take some time to complete. Wait for the status to be complete prior to making any other changes.
      Note: Important! Do not make any changes within EZ Config Default Data until all OPPSA files have been converted to avoid any data conflicts with merging the information between policies.
    5. The Status column updates from In Progress to Complete and the Completed On and Completed By columns populate when conversion completes.
  3. Note exceptions.
  4. Note that the conversion process is not entirely one-to-one, and that some data may not convert or may be converted to alternate locations with EZ Config Default Data. Refer to the following:
  5. After the conversion runs, perform a review of all the converted Organizations, Policies, and Products. Review Converted Data