Explore Documentation
Welcome to Explore
Overview of Explore
Glossary
Navigating Explore
Quick reference for tasks
Search and visualize data
Search liveboards and answers
Explore existing answers
Filter liveboards
Search data
Tutorial: Practice searching data
Edit charts and tables
Create liveboards
Edit liveboards
Verify liveboards
Predict BIM liveboards
Create a Predict impact monitoring liveboard
Best practices for Predict BIM liveboards
Work with models
Create a model
Extend a model
Edit connections
Edit models
Bulk edit model column properties
Share answers and liveboards
Sync data to external apps
Embed liveboards into InsuranceSuite
Implement an embedded liveboard
Organize objects
Collections
Create a collection
Add objects to a collection
Share a collection
Move, remove, or delete objects from a collection
Delete a collection
Tags
Analyze and monitor data
SpotIQ analyses
Run change analysis
Analyze liveboard changes
Monitor KPIs
Add KPIs to your watchlist
Get KPI alerts
Administration
User and group privileges
Add new users to Explore
Create and edit groups
List of roles
Manage access to liveboards, answers, and collections
Hide data from users or groups with system variables
Row-level security
Add row-level security to a liveboard
Solution content
Policy operations
Policy financial insights
Premium calendar year model
Premium ITD model
Model: GW - Retention
Claims operations
Claims financial insights
Claim loss calendar year model
Claim loss ITD model
Profitability model
Exposure inventory history model
Claim inventory history model
EfC loss financials ITD model
Billing financial insights
Billing AR aging model
Billing AR balancing model
Cash balancing model
Billing commissions model
App usage liveboards
Predict BIM content
Data dictionaries
Loss Financials Data Dictionary
Columns in the Loss Financials curated data set
Transaction and Transaction Line Item identifiers
Date time constructs
Basic amounts
Multicurrency
Bucketed report and report reserve change amounts
Derived transactional amounts
Claim attributes
Policy attributes
Exposure attributes
Videos for Explore
Frequently asked questions
Release notes
Explore App Release Notes
Explore Solution Content Release Notes
Explore Known Issues