Workflows · Data & Analytics

Normalize claim data from every insurer into one clean schema.

Every insurer exports claims in its own format. This workflow cleans and maps any CSV into your master schema — and reruns safely when late payouts arrive.

The problem

Every insurer formats claims differently. And late payouts force you to rerun everything.

Each insurer exports claims data in its own format – different column names, extra header rows, inconsistent date fields, and category values that never match your master schema. Because payouts arrive long after injuries, you re-run the entire history every time a new CSV lands.

What this workflow handles

Any insurer, any column naming, cleaned.

Writes directly into your Excel or Google Sheet and reruns safely against historical exports when payouts arrive late.

  • Handles CSVs from any insurer, regardless of column naming
  • Strips junk header and footer rows automatically
  • Converts mixed date formats into a single canonical timestamp
  • Renames columns to match your internal master schema
  • Writes cleaned rows directly into your Excel or Google Sheet
  • Reruns safely against historical exports when payouts arrive late

Ready to stop reformatting CSVs?

Claim early access and we'll help you configure your schema mapping.

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