In accordance with Part I of the Massachusetts Workers' Compensation Statistical Plan, every insurance company or self-insurance group authorized to transact the business of workers’ compensation insurance within the Commonwealth of Massachusetts shall file with the WCRIBMA complete unit statistical information. Unit statistical data is the audited exposure, premium, and loss information for a policy. Unit statistical data is used in the following products and services:

• Determining class rates
• Production of experience modification factors
• Actuarial analysis
• Workers' Compensation Analyst Tool (WCAT)
• Other WCRIBMA products and services

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Reporting Guidelines

The Massachusetts Workers’ Compensation Statistical Plan is to be used in conjunction with the Massachusetts Workers’ Compensation Unit Statistical Reporting Guide Effective 05/01/2017, which is provided for assistance with reporting unit statistical data.

Date of Valuation and Filing

Unit Statistical Report Level	Number  of Months Since Policy (or Segment Effective Month)	Due at WCRIBMA (in months)	Delinquent and Fined on First Day of the Following Month	Data Reported
				Exposure	Loss
First	18	20	21st	X	X
Second	30	32	33rd		X
Third	42	44	45th		X
Fourth	54	56	57th		X
Fifth	66	68	69th		X
Sixth	78	80	81st		X
Seventh	90	92	93rd		X
Eighth	102	104	105th		X
Ninth	114	116	117th		X
Tenth	126	128	129th		X

Note: Unit statistical reports are subject to fines in accordance with the Data Quality Compliance Programs.

Submission Requirements 

All unit statistical data must be submitted to WCRIBMA electronically. Options for creating a unit statistical data submission file include electronic files and online entry.

•Electronic files - When reporting unit statistical data using electronic files, data must be formatted using the standard WCSTAT record layouts. All electronic file submissions must include a transmittal record. The WCSTAT record layouts, submission file requirements and transmittal record layout are found in the WCIO Workers Compensation Data Specifications Manual. Electronic files must be submitted via the Compensation Data Exchange (CDX).

• Before submitting electronic files, data reporters must pass electronic submission certification testing. Electronic Submission Testing Requirements
• Information relating to CDX is available at www.cdxworkcomp.org. Additional information is also available in WCRIBMA Circular Letter #1943.
• Questions relating to CDX should be addressed to WCRIBMA Technical Support at 617-646-7510 (or WCRIBMA-TechSupport@wcribma.org ).

•Online entry – Currently, two submission options are available for online entry of unit statistical data:

1. Manage USR - A web based application accessible through the SOSA area of WCRIBMA’s website. Manage USR submits unit statistical data directly into the WCRIBMA’s systems.

2. BEEP - A web based application accessible through www.cdxworkcomp.org. BEEP creates an electronic file that must be submitted via CDX.

   • Information relating to BEEP is available on the Compensation Data Exchange (CDX) website. Questions relating to BEEP should be addressed to Qiming Zhang at 617-646-7566 (or qzhang@wcribma.org).

Submissions created in Manage USR or BEEP will automatically include an electronic Transmittal Record.

Submission Processing – Overview

Overview of electronic and online USR file processing.

Data Reporter Sends a File via: After Initial Submission CDX Status/Action WCRIBMA Processing CDX Status/Action Manage USR Action* Manage USR Submission is listed in View Current WCSTAT File in Manage USR N/A WCRIBMA processes submitted file within 2 business days N/A Rejected Accepted Create Search By Submission report Create USR Error Reports CDX CDX Processes Submitted File Rejected - CDX Notifies Sender   Accepted - CDX Sends file to WCRIBMA WCRIBMA processes submitted file within 2 business days Rejected - Update CDX ETR Status to 'Recipient Rejected' Rejected File Accepted - Update CDX ETR Status to 'Recipient Accepted' Accepted Create Search By Submission report Create USR Error Reports

*Manage USR does not display Rejected or Accepted submission statuses. If a submission does not show up in the Search tabs contact WCRIBMA Technical Support at 617-646-7510 (or WCRIBMA-TechSupport@wcribma.org) Unit Statistical Data Editing All unit statistical data received at the WCRIBMA is subject to editing to evaluate the reported data for timeliness, accuracy, completeness, and reasonability. Some edits fail as the result of errors in data submission, while others are the result of atypical circumstances. Some edits allow the acceptance of unit statistical reports with warnings or errors. Other edits call for the rejection of a unit statistical report. Failed edits generally require the resubmission of corrected data. In some situations, for example atypical data, explanations may be approved. Unit Statistical Edits Complete Listing of Unit Statistical Edits Auto Reject Edits Accepted with Errors Edits Warning Edits Failed Edits Sue Loss, Expo & Policy Edits Severity Codes Legend Edit Notification Data reporters are made aware of failed edits for a unit statistical report or submission via: Error Reports Manage USR Data reporters are expected to monitor submission and unit status via Manage USR and Error Reports. Refer to the Manage USR User Guide and the Error Reports User Guide. Email notice from the WCRIBMA (as needed) Email notifications from WCRIBMA will be sent to Data Reporters, as needed, for situations that are not handled by the Error Reports product. Edit Explanations Data reporters may send edit explanations to explain atypical data. All explanations must adequately explain the reason for the edit failure and are subject to WCRIBMA approval. If an "Explain" lnk is displayed with the edit, explanations should be sent by using the Explanation Capture System. Refer to the Explanation Capture System User Guide. If an "Explain" link is not provided with the edit, explanations can be sent via email  (DataOperations@wcribma.org). Note that explanations for rejection edits, generally, are not acceptable.