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The Data Page: Your Data Management Hub

The Data Page is the central location within Decode for managing all aspects of your insurance data. This is where you'll define how your data is structured, upload your raw spreadsheet files (like bordereaux), manage organizational tags (metadata), and ultimately view your cleaned, standardized data.

Think of the Data Page as the foundation upon which your analysis in the Dashboard Page is built. Getting your data setup correctly here is key to unlocking powerful insights later.

Key Functionality​

The Data Page provides several core capabilities:

  1. Tables: Define the structure (schema) for your different datasets. Tables are the containers that hold your cleaned and organized information, ready for analysis. You can create tables for premiums, claims, or any other relevant insurance data.

  2. Metadata Tags: Create and manage custom labels (like 'Wholesaler Name', 'Region', 'Contract ID') that you can attach to your data uploads. This helps organize files and adds important context that might not be present in the original spreadsheets.

  3. Data Profiles: Set up reusable templates with pre-defined metadata tags. This speeds up the upload process for recurring file types (e.g., monthly bordereaux from a specific wholesaler under a specific contract).

  4. File Upload & Processing: Upload your raw spreadsheets (.xlsx, .xls). Decode's AI engine then cleans the data, intelligently maps spreadsheet columns to your defined table structure, and prepares it for review.

  5. File Management: View the status of your uploaded files, see processing history, filter uploads by metadata tags, and manage files (including deleting them, which reverses their impact on your table data).

  6. Data Inspection: View the final, cleaned data within your tables. Use powerful filters based on any column (including metadata and dynamic periods) to explore and understand your information.

The Typical Workflow​

While you can use these features independently, a common workflow on the Data Page looks like this:

  1. Define Metadata: Set up the categories and values you'll use for tagging (e.g., Wholesaler names, Contract IDs).
  2. Create a Table: Define the structure for the data you want to store (e.g., a Premiums table).
  3. Create Data Profiles: Set up profiles for common upload scenarios.
  4. Upload Files: Upload your spreadsheets, selecting the target Table and a Data Profile (or assigning tags manually).
  5. Review & Approve: Check Decode's automated mapping, make any corrections if needed, and approve the files for ingestion.
  6. Inspect Data: View the cleaned data in your table using the data inspection tools.

Ready to dive deeper? Use the sidebar navigation to explore each function in detail.