Скачать или смотреть PCRB Financial Data Manager 2025 Updates

The PCRB Financial Data Manager serves as a vital tool for entering, editing, and submitting required Financial Calls and Schedule W data. In direct response to user feedback, PCRB has implemented four key updates aimed at refining workflows and reducing administrative burdens.

1. Enhanced “Yes-Other” Response Functionality
In Calls 1, 8, 9, and 12, users selecting “Yes-Other” can now provide additional details directly in a new text box. This improvement streamlines communication and reduces follow-up requests by enabling precise responses upfront.
2. Greater Transparency with Rejected Flag on Call List Screen
Instead of merely indicating unaddressed edits, the “Rejected” flag now displays the number of rejected edits per call. This feature allows users to quickly identify and address outstanding issues, enhancing data submission accuracy.
3. Pre-Validations for Call 4 to Prevent Errors
To enhance data integrity, Call 4 now includes built-in pre-validations to check for:
o Policy years falling between 1950 and the current call year.
o Alignment of accident dates with the policy year.
o Duplicate claims with identical claim numbers and policy years. These proactive checks prevent errors at the submission stage without impacting FDIP scoring, saving time and improving reporting accuracy.
4. Edit Comments Carry Over Between Submissions
When identical edits are triggered across submissions within the same call year, users’ prior responses and edit statuses will now carry over. This reduces redundancy and improves workflow efficiency, while ensuring year-specific accuracy remains intact.