Agency intake assessment

Run demo

What did we receive, and did it read cleanly?

9 of 9 files read and mapped cleanly.

crm_export.csv

Read cleanly
Rows expected
2,680
Rows received
2,680
Encoding
latin-1
Delimiter
Detected with confidence
Header row
Row 1

Reading and mapping checks that fired

  • Info ING-001 Read crm_export.csv as latin-1

549 more found inside rows. See Exceptions.

enrollment_export.csv

Read cleanly
Rows expected
1,847
Rows received
1,847
Encoding
UTF-8
Delimiter
Detected with confidence
Header row
Row 1

Reading and mapping checks that fired

None

commissions_northwind_health.xlsx

Read cleanly
Rows expected
1,119
Rows received
1,119
Encoding
UTF-8
Delimiter
Not needed (spreadsheet)
Header row
Header found on row 3 of commissions_northwind_health.xlsx (Statement)

Reading and mapping checks that fired

  • Info ING-002 Header found on row 3 of commissions_northwind_health.xlsx (Statement)
  • Info ING-003 Dropped 1 non-data rows at end of commissions_northwind_health.xlsx (Statement)

23 more found inside rows. See Exceptions.

commissions_bluepeak.xlsx

Read cleanly
Rows expected
1,069
Rows received
1,069
Encoding
UTF-8
Delimiter
Not needed (spreadsheet)
Header row
Header found on row 3 of commissions_bluepeak.xlsx (Statement)

Reading and mapping checks that fired

  • Info ING-002 Header found on row 3 of commissions_bluepeak.xlsx (Statement)
  • Info ING-003 Dropped 1 non-data rows at end of commissions_bluepeak.xlsx (Statement)

19 more found inside rows. See Exceptions.

commissions_harborline.xlsx

Read cleanly
Rows expected
1,154
Rows received
1,154
Encoding
UTF-8
Delimiter
Not needed (spreadsheet)
Header row
Header found on row 3 of commissions_harborline.xlsx (Statement)

Reading and mapping checks that fired

  • Info ING-002 Header found on row 3 of commissions_harborline.xlsx (Statement)
  • Info ING-003 Dropped 1 non-data rows at end of commissions_harborline.xlsx (Statement)

27 more found inside rows. See Exceptions.

commissions_cardinal_mutual.xlsx

Read cleanly
Rows expected
1,020
Rows received
1,020
Encoding
UTF-8
Delimiter
Not needed (spreadsheet)
Header row
Header found on row 3 of commissions_cardinal_mutual.xlsx (Statement)

Reading and mapping checks that fired

  • Info ING-002 Header found on row 3 of commissions_cardinal_mutual.xlsx (Statement)
  • Info ING-003 Dropped 1 non-data rows at end of commissions_cardinal_mutual.xlsx (Statement)

20 more found inside rows. See Exceptions.

commissions_summit_health_plans.xlsx

Read cleanly
Rows expected
1,058
Rows received
1,058
Encoding
UTF-8
Delimiter
Not needed (spreadsheet)
Header row
Header found on row 3 of commissions_summit_health_plans.xlsx (Statement)

Reading and mapping checks that fired

  • Info ING-002 Header found on row 3 of commissions_summit_health_plans.xlsx (Statement)
  • Info ING-003 Dropped 1 non-data rows at end of commissions_summit_health_plans.xlsx (Statement)

26 more found inside rows. See Exceptions.

commissions_meridian_care.xlsx

Read cleanly
Rows expected
1,168
Rows received
1,168
Encoding
UTF-8
Delimiter
Not needed (spreadsheet)
Header row
Header found on row 3 of commissions_meridian_care.xlsx (Statement)

Reading and mapping checks that fired

  • Info ING-002 Header found on row 3 of commissions_meridian_care.xlsx (Statement)
  • Info ING-003 Dropped 1 non-data rows at end of commissions_meridian_care.xlsx (Statement)

19 more found inside rows. See Exceptions.

agent_roster.xlsx

Read cleanly
Rows expected
3,764
Rows received
3,764
Encoding
UTF-8
Delimiter
Not needed (spreadsheet)
Header row
Row 1

Reading and mapping checks that fired

None

Review column mappings

The dictionary and saved decisions did not settle these columns. Jev only suggests; a person decides. Jev mode for this run: replay.

Birth Dt (mm/dd/yy)

enrollment_export.csv

Sample values (masked)
03/**/**05/**/**11/**/**09/**/**10/**/**
Proposal
clients.dob
Where the proposal came from
Jev (replay)
Confidence (model's confidence, not measured accuracy)
100%
Rows with a value
1,838
Linked exceptions
None

No synonym or saved mapping matched 'Birth Dt (mm/dd/yy)'. Jev (replay) chose clients.dob with confidence 1.00 (the model's own number), so it was mapped. 5 masked sample values were shown to Jev. 1,838 rows have a value.

Your decision

Paid

commissions_cardinal_mutual.xlsx [Statement]

Sample values (masked)
20**-**-**
Proposal
commission_lines.paid_date
Where the proposal came from
Jev (replay)
Confidence (model's confidence, not measured accuracy)
94%
Rows with a value
1,020
Linked exceptions
None

No synonym or saved mapping matched 'Paid'. Jev (replay) chose commission_lines.paid_date with confidence 0.94 (the model's own number), so it was mapped. 1 masked sample value was shown to Jev. 1,020 rows have a value.

Your decision

Paid

commissions_northwind_health.xlsx [Statement]

Sample values (masked)
20**-**-**
Proposal
commission_lines.paid_date
Where the proposal came from
Jev (replay)
Confidence (model's confidence, not measured accuracy)
94%
Rows with a value
1,119
Linked exceptions
None

No synonym or saved mapping matched 'Paid'. Jev (replay) chose commission_lines.paid_date with confidence 0.94 (the model's own number), so it was mapped. 1 masked sample value was shown to Jev. 1,119 rows have a value.

Your decision
A reviewer's note, not an authenticated approval

Your choices stay in this page and are never sent anywhere. Download them, then apply them with intake mapping apply. The name you type is not checked.