Field notes · 2025-09-18

Preparing claims extracts for an external analytics review

Field lists, anonymisation notes, and quality checks that shorten diagnostic timelines when you bring in outside claims analytics support.

External reviewers spend the first week cleaning extracts when field names are inconsistent across lines. A short data dictionary saves that week.

Provide claim reference, accident date, report date, line, cause code, incurred, paid, reserve, status, and reopen flag as a minimum. Add recovery fields when reinsurance is in scope.

Strip policyholder names and identification numbers before transfer. Keep internal claim keys so your team can map findings back without exposing personal data.

Document known gaps: missing cause codes for older years, currency mixes, or TPA files merged late. Honest gaps are easier to handle than silent holes.

When you commission a Claims Portfolio Diagnostic with Filehorizonbase, we send a checklist tailored to your lines before the first extract leaves your secure channel.