London Market Target Operating Model

Structured Data Capture Service – User Guide

V6.0 – October 2018

Topic Page
1 Logging into the SDC Service Portal 3

2 Uploading a Document via the Portal 7

3 Uploading a Batch of Documents 10

4 Viewing your Document Transactions 13

5 Downloading Data files 17

6 Management Information (M.I.) Reports 19

7 Submitting a Document by email 21

8 Further Support & Help Desk 24

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1 Logging in to the SDC Service Portal
Logging into the SDC Service Portal

1. Enter www.sdc-service.com into your Web Browser:

2. Click Sign In

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Logging into the SDC Service Portal

3. Enter your Email address & Password

4. Click Log In to be taken to the SDC Home Page

5. Use the Forgot your password link to request a new password

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Home Page

The Menu bar hosts the key functions for the SDC portal:
Upload Document ¦ Upload Batch ¦ View Transactions ¦ MI Reports ¦ Sign Out

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2 Uploading a Document via the Portal
Uploading a Document

1. Click Upload Document from the Menu.

2. The ACORD Version is defaulted to 2013-06 and

3. Enter your Carrier Reference. This can be anything you

4. Click on Browse to select a document to upload.

5. Click Upload

DA SATS/Tide
For DA SATS subscribers, there is a separate option on the menu labelled ‘Upload DA SATS’
This option MUST be used to upload your binders to the DA SATS/Tide system.

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Uploading a Document

7. A message will appear to confirm the upload has been successful

8. An email acknowledgement, with a document reference number, will also be returned

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3 Uploading a Batch of Documents
Uploading a Batch of Documents

1. Click Upload Batch from the Menu.

2. The ACORD Version is defaulted to 2013-06 and

3. Enter your Carrier Reference for each document.

4. Click on Browse to select a document to upload.

5. Click Upload

Note The Upload Batch function allows for up to 10

DA SATS/Tide
This feature cannot be used to load multiple Binders to the DA SATS/Tide System.

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Uploading a Batch of Documents

7. A message will appear against each item to confirm the upload has been successful

8. An email acknowledgement for each document will also be returned

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4 Viewing your Document Transactions
Viewing Your Document Transactions

1. Select View Transactions to show the status of all documents submitted into the Service. This includes
documents submitted via the SDC Portal, email, PPL and the TMEL Gateway

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Viewing Your Document Transactions

Use the Text filter and Date filter options to filter search results. Select Show Deleted Transactions to include
items that have been removed due to the Data Retention Policy.

Click Export List to Excel to export the full list of transactions to an Excel spread sheet

For each transaction, the Original MRC can be opened by clicking View Original MRC

The ACORD XML, along with a CSV version of the data, can be accessed by clicking View Details

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Viewing Your Document Transactions

Each document will have a progress status:

In Processing – document currently being processed

Processed – Document has been successfully

Rejected – Document has been rejected.

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5 Downloading Data Files
Downloading Data Files

1. Click View Details to navigate to the XML and CSV versions of the extracted data

2. ACORD XML and CSV versions of the data will be presented. Select Export to CSV or Export to XML to
download the data files

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6 Management Information (M.I.) Reports
Management Information (M.I.) Reports

1. Click MI Reports to view a list of your monthly activity reports

2. Click on a specific report to open or download the report

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7 Submitting a Document by email
Submitting a Document by email

1. Compose an email to [email protected]

2. Attach a document (in Word, pdf or TIF format) and Send

3. Anything contained in the Subject or Body of the email will be ignored by the SDC Service

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SUBMITTING A DOCUMENT BY EMAIL

4. An email ackowledgement, with a document reference number, will be returned

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8 Further Support & Help Desk
LEARNING SUPPORT AND HELP DESK

This guide is available in the Portal document library and on

https://tomsupports.london/structured-data-capture

Should you experience any technical difficulties or challenges using the service please contact:

[email protected]
T: 0203 006 0070
09.00 – 17.30 Monday to Friday (apart from UK public holidays)

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