[space] User Guide
[title] Add properties
[path] Manage properties/
Add property information to Archipelago maintain an up-to-date portfolio.
## Add a Single Property ([**Video**](https://onarchipelago.wistia.com/medias/2096crkvga))
1. On the **Portfolio** page, click **My Properties**.
2. Click **+Add Properties** Button
3. Select **+Add New Property**
4. Use Flyout to Add Property Related Information
5. Click Add Property to Save and Submit
:::BlockQuote
*Tip: Adddress details and Total Insurable Value are Required Fields. Total Insured Value is calculated, and requires values in other Value Fileds. 0 is accepted. *
:::
# Add Properties in Bulk
Download your property spreadsheet
1. On the **Portfolio** page, click **My Properties**.
2. Click **+Add Properties** Button
3. Select **Add Properties with Excel File**
4. An Excel spreadsheet will automatically download. Open it to see a blank sheet with column headers provided.
# Update the spreadsheet
1. Add the property information directly into the spreadsheet by filling in the columns for the data that you have available. These properties can be edited later for additional data you may have.
Some cells include drop-down lists for the COPE and secondary COPE attributes. You can also see the available options on the second page of the spreadsheet.
2. To add more than one property at a time, fill in one row for each property you wish to add.
3. Save the spreadsheet.
# Upload your changes
1. Navigate back to Archipelago. If you've closed the **Add a properties** panel, open it again, but ignore any additional spreadsheet download.
2. In the **Add a properties** panel, upload the spreadsheet you edited. You can drag the file into the box or click the box and select the file.
3. Click **Add properties** at the bottom. Archipelago will validate your data. If Archipelago cannot validate your data, you'll be provided a list of values to correct before re-uploading the updated spreadhsheet.
When Archipelago validates your data, the platform will apply your changes. This can take up to 20 minutes.
Then, you can view information about the property you added using the SOV, Dashboard or Gallery views. Newly added properties will also appear in the Change Analysis under New properties.
After you add a property, you can [**upload documents**](https://docs.onarchipelago.com/upload-documents) related to it, such as a Property Condition Assessments, Inspection Reports and more.
[title] Snapshots
[path] /
Snapshots captures data at a moment in time, updates the available view for non admins, and allows change analysis by comparing two points in time.
### Creating a snapshot
1. Within SOV Manager Views, click the Edit pencil next to your SOV name.
2. Click **Manage Snapshots**.
3. Click **Create New Snapshot**.
4. Provide the snapshot Name and Desciption and click Confirm.
5. You will want to follow a naming convention, for example using the data of the snapshot, and for a submission snapshot using a format such as 2024 Submission - XXXX where XXXX is the date.
### Editing Snapshot
1. Within SOV Manager Views, click the Edit pencil next to your SOV name.
2. Click **Manage Snapshots**.
3. Click the **Edit** button at the left of the snapshot.
4. Choose
- **Binding**: After renewal, when you store the binding SOV.
- **Visible: **A snapshot that will be visible to non-admins (excluding the markets).
- **Market Visible: **For submission to the markets.
[title] Filter data
[path] Interact with SOV data/
See only the information that matches the criteria you specify. Use queries to filter data by specific property attributes to help with detailed analysis.
1. In a portfolio, click **Filters**.
2. Click **Add Rule**.
3. Select the property attribute you want to filter by.
4. Select an operator from the drop-down list in the middle. Refer to our [**filter operator reference**](https://docs.onarchipelago.com/filter-operator-reference) for more information about each operator.
5. Enter a value in the field on the right. If you selected **is empty** or **is not empty**, skip to the next step.
6. Click **Apply**.
The following example creates a filter that will only return properties in the state of New York.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/VLUtxKHJo3u2aY38G--WK_image.png" signedSrc size="62" width="1777" height="801" position="center" caption="Apply a Filter" alt}
You can add multiple filters at the same time to further narrow down your data. Rules are combined as "AND" conditions, so filters will only return properties that meet all the rules you specify. To filter for multiple results, use the "**includes**" option and separate your conditions by a comma (,)
You can apply these filters to [**data you export as a spreadsheet**](https://docs.onarchipelago.com/export-data).
You can clear a filter at any time, which will also remove the filter from these visualizations. When you navigate away from the SOV, any filters you applied will clear.
[title] View data
[path] Interact with SOV data/
## Choose your view
Use the view toggle to specify how you want to browse your properties.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/PU9W01pBffo0Xtbbpf-z3_image.png" signedSrc size="44" width="667" height="91" position="center" caption="View Toggle" alt}
In any of these views, click on an individual property for more detailed analysis. Any view you choose will apply any filters or groupings you've specified.
- **SOV **- Shows a full grid of individual properties, which closely resembles a traditional schedule of values (SOV). This is the default view.
- **Dashboard** - Shows a satellite map with bubbles indicating the TIV and number of properties in each geographic area, along with visual dashboard representations of your data.
- **Gallery** - Shows a picture of each property and key information about the property.
When you navigate away from the Portfolio, the view you chose will reset to the default grid view.
To get even more from your data, you can also [**apply filters**](https://docs.onarchipelago.com/filter-data) and [**gain deeper insights**](https://docs.onarchipelago.com/gain-insights-from-data).
[title] Valuation Outliers
[path] Pre-Check/
## Overview
Valuations are a critical aspect of insurance and risk management providing a basis for the replacement cost of properties. Given the rapidly increasing costs of materials and construction, many clients’ valuations are outdated, leading to potential underinsurance. Archipelago’s new Valuations Outlier Detection is designed to address this issue by notifying you of properties that lie outside the statistical norms for their area and building type.
## Challenges
Many clients have not updated their property values in years. This may lead to under-insuring a property, especially in this climate of rapidly increasing construction and material costs.
- Risk of Insufficient Coverage: Outdated valuations can result in properties being underinsured. This means that in the event of a loss, the insurance payout may not cover the full cost of replacement.
- Risk of Penalties: Insurance policies often include conditions that penalize underinsured properties. If the replacement cost coverage is not accurate, clients may face significant financial penalties during claims.
## Benefits
- Save Time and Cost: Archipelago’s Valuation Outlier detection utilizes the data of millions of valuations of our platform across all states and occupancies to determine if a given building is over or undervalued compared to similar buildings in their area. This reduces costs and saves time by pinpointing the group of buildings that may need a new appraisal instead of re-appraising the full portfolio.
- Optimize Coverage: By continuously updating and verifying property values, Archipelago’s Recommendation ensures more accurate insurance coverage, protecting clients from potential underinsurance penalties.
- Ensure Informed Decisions: Updated valuations provide brokers with the data needed to advise clients accurately, helping them decide whether to seek additional valuation information so that they can accurately adjust their insurance coverage to reflect current replacement costs.
- Build Advisory Reputation: Equipped with accurate data, brokers can provide more informed advice to their clients, enhancing their advisory role and client trust.
## How the Valuations Feature Works
1. Uses data from millions of buildings: The feature queries millions of properties on our platform to obtain a replacement cost per square footage range, factoring in variables like building location and occupancy.
2. Diagnostic Tool with Recommendation: Brokers upload the Statement of Values (SOV), and the Recommendation evaluates the replacement costs, highlighting under- or overinsured properties.
3. Prioritized Action: The tool prioritizes properties that need appraisals, guiding brokers to recommend necessary adjustments to clients.
The feature is included within the Archipelago platform fee, making it a cost-effective solution without additional hidden charges.
[title] Viewing Snapshot Data
[path] Snapshots/
Snapshots captures data at a moment in time, updates the available view for non admins, and allows change analysis by comparing two points in time. Using naming conventions will make it easier to know which snapshot to choose and understand what you are viewing.
**View Comparisons between 2 Snapshots:**
1. In SOV Manger, click the Latest Dropdown.
2. In the view data as of drop down, choose the snapshot that you want to compare to earlier date, for example Latest to choose the most recent snapshot.
3. In the Changes Since dropdown, choose the snapshot of the earlier date.
4. You can see which properties are ongoing (exist in both snapshots), New (added since the older snapshot), and Disposed (disposed of between the 2 snapshots).
5. You can expand any of these groups of properties to see the property list and drill into property details.
**View a previous snapshot:**
1. If your user rights allow, you can view the data at a previous point in time.
2. In SOV Manger, click the Latest Dropdown.
3. In the view data as of drop down, choose the snapshot that you want to view.
4. Leave the Changes Since drop down blank.
5. Your SOV manager will now show the data when the snapshot was taken.
[title] Recommendations
[path] /
Recommendations: Review your SOV and give prioritized guidance on missing data that will impact modeling.
**Focus areas and impact on your book of business**—Recommendations provide you with insights on missing data within your SOV. See where your properties are missing COPE, secondary modifiers related to hazard exposure, and have [**valuation outliers**](https://docs.onarchipelago.com/valuation-outliers). These cards also act as filters for the recommendations list.
**Recommendations to improve your submission** - Recommendations generate a prioritized list of improvements to specific attributes for the most impactful high TIV or CAT-exposed properties, which allows for improved and accurate modeling. Each property indicates why it was recommended and where to find the recommended data. For example, a Flood Hazard Report or Loss Engineering Report.
You can directly action these tasks and assign them to yourself or to others.
## **Filter recommendations:**
### **Using Filters**:
1. Click Show Filters at the top of the list of recommendations.
2. You can filter by Assignee, Document Recommendation, and the Reason for the recommendation.
### **Using Property Insights**:
At the top of Recommendations, click on any of the insights into missing data, and a filter will automatically apply for the reason for the recommendation.
## **Action Recommendations**
### **Assign to yourself**:
1. Click on one of the recommended properties.
2. A property fly-out window will open.
3. Click **Assign to Myself**.
4. Upload the recommended document, and Archipelago will extract the relevant missing fields.
5. Optionally, enter the missing data if known.
6. Click Save.
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### **
Assign to others:**
1. From the Assign drop-down box, choose the person this recommendation will be assigned to. That user can then access their tasks and upload the recommended documents.
[title] Attribute Template
[path] Interact with SOV data/View data/
Attribute template let you create and save a default set of attributes to appear in the SOV grid for future uploads.
**Navigation**
**Views > select the SOV> Attribute Template** > **Manage Attribute Templates**
*Use this function to create and save templates by selecting the attributes you want shown in your grid. Templates can be shared with other users and exported.*
**Create an Attribute Template (step-by-step)**
1\. Go to **Views** and open the desired **SOV**.
2\. Click **Attribute Template > Manage Attribute Templates**.
3\. Click **Create Template**.
::Image[]{src="https://app.archbee.com/api/optimize/4HvvscWl1Zs1sEnn9mN1t/t7uicAATmf6iHsd6feijW_image-3.png" signedSrc size="66" width="652" height="855" position="center" caption}
4\. Enter **Template Name**.
5\. Select the attributes you want to appear in the grid using the **Attribute Selection** area (search + checkboxes).
6\. Click **Create** to save the template.
[title] Manage Submission Documents
[path] Manage documents/
To manage market visible documents as part of the submission package with your SOV, add documents via the Library and attach them to your SOV.
1. Log in to your Archipelago account.
2. Click **Library** from the menu on the left.
3. In the SOV (Market Visible) column, click Add next to any document you want visible to underwriters
4. Select the SOV(s) you want the document added to
5. Documents added to an SOV are automatically grouped as Marketing Materials. Use the dropdown to change the grouping selection, as desired.
When the SOV link is shared with underwriters, these documents will then be available to view and download in the Documents section with the SOV.
[title] AALs
[path] /
To access AALs, go to SOV manager > Spotlight.
Ground up AALs are calculated based on the latest SOV on platform, taken directly from Verisk AIR modeling. We run the AAL modeling results after data transformation, and standardization in the app, meaning that any information provided, enriched, or transformed via engineering rules and mappings are included as part of the AAL calculation.
The loss ratios are then calculated using AAL value divided by the TIV of the portfolio to derive a percentage of the loss ratio.
[title] Export data
[path] Interact with SOV data/
Export data from a porfolio to share with others or use in processes outside of Archipelago.
# Export Archipelago data for Excel
1. Navigate to the portfolio you want to export data for.
2. In the **Latest...** drop-down menu, specify the date you want to view data for. You can download data for the latest set of portfolio data or data from a previous snapshot
3. [**Apply any filters**](https://docs.onarchipelago.com/filter-data) if you want to narrow down the data in your export.
4. Click the **Export **drop down**.**
5. Choose the export option that suits your needs:
- **Archipelago data **>** XLSX**—Export all property data as of the date you specified.
- **Loss** **Data** > **XLSX**—Export only data related to losses your properties have experienced as of the date you specified.
Specify whether you want the export to include all the properties in the stream or filtered properties only and click **Download**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/4cXc6OQ-Q3vu92vG_8Y7c_image.png" signedSrc size="56" width="762" height="905" position="center" caption}
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- **All properties**—Exports all property data in the stream, regardless of any filters you have applied.
- **Filtered**—Exports only properties that match any filters that are currently applied to the stream.
A download of the export you choose will automatically begin.
# Export Archipelago data as RMS or AIR data
Export Archipelago data in an RMS or AIR format to help with catastrophe modeling.
Archipelago uses its own data schema to define and process your data. When you choose this export option, Archipelago provides a .csv file that maps your Archipelago data to the RMS or AIR schema for optimized catastrophe modeling. You can export data to these formats on demand to create a high-quality input data set for catastrophe modeling.
1. Navigate to the stream you want to export data for.
2. In the **Latest...** drop-down menu, specify the date you want to export data for
3. Click **Export **>** RMS **or** Export **>** AIR**.
A download of the export you choose will automatically begin.
[title] Upload SOVs through your Client Accounts page
[path] Get started with Archipelago/
:::hint{type="info"}
To use the Client Accounts page, you must have a broker or carrier agreement with Archipelago.
:::
# Upload a New Account ([**Video**](https://onarchipelago.wistia.com/medias/vhbex7o0pj))
Add an account through your **Client Accounts** page to create an Archipelago organization for your client and populate it with their SOV data.
The Client Accounts page is a place on platform where you can more easily upload and manage data for multiple clients.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/qlLu4EaWzmUKDHYKkoR6o-20260310-154750.png" signedSrc size="50" width="435" height="848" position="center" caption="Create Client Account window view" alt}
1. Click on **Client Accounts**.
2. Click **Create Client Account**.
3. Fill out the fields with the information about the account you are adding.
4. Scroll to the bottom. Under Files, drag and drop current and historical SOV documents, exposure and loss spreadsheets, and any other supporting documents. Additional documents can be added later.
5. Click **Save**.
The page will confirm the documents have been submitted, and you'll receive an email confirmation.
After Archipelago processes this data, you'll receive another confirmation email and will be able to access the new organization from your Client Accounts page. You and your client can then [**interact with their data**](https://docs.onarchipelago.com/interact-with-sov-data) and [**manage properties**](https://docs.onarchipelago.com/manage-documents), [**documents**](https://docs.onarchipelago.com/manage-documents), and losses.
You can also [**edit an account**](https://docs.onarchipelago.com/edit-an-account) to ensure information is up to date and to add any additional documents.
[title] Filter operator reference
[path] Interact with SOV data/Filter data/
Refer to this table to understand different filter operators you can use to further refine your data.
| Operator | Definition | Example use case |
| ---------------- | -------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- |
| contains | Returns results that contain the value you specify but which might additionally contain other values. | Searching for all properties on a specific street:
Street Address **contains** Justin Lane |
| does not contain | Returns results that does not contain the value you specify but which might additionally contain other values. | Searching for all properties excluding those on a specific street:
Street Address **does not** **contain** Justin Lane |
| exactly matches | Returns exact matches only. | Searching for a property using a specific ID:
Archipelago ID **exactly matches** 1234567 |
| does not match | Returns all results that do not exactly match the value you specify. | Searching for all properties outside of New York, including properties outside the United States:
State **not exactly matches** New York |
| includes | Returns results that include multiple items. Use "," to add additional values | Searching for properties in New York and California:
State **includes **New York, California |
| less or equal | Returns results less than or equal to the value you specify. | Searching for properties with under 1 million USD in TIV:
Total Insured Value **less or equal **1,000,000 |
| greater or equal | Returns results greater or equal to the value you specify. | Searching for properties with a building replacement cost of over 3 million USD:
Building Replacement Cost **greater or equal** 3,000,000 |
| between | Results results between 2 values you specify | SEarching for properties with TiV between 500,000 and 1 million USD in TiV:
Total Insured Value **between **500,000 1,000,000 |
| is empty | Returns results for which the attribute you specify is empty. | Searching for properties without roofing material information:
Roofing material **is empty** |
| is not empty | Returns results for which the attribute you specify is not empty. | Searching for all properties containing information about specific occupancy:
Specific occupancy **is not empty** |
:::hint{type="info"}
Archipelago uses the display currency when applying any currency-related filters, such as Total Insured Value or Contents Replacement Cost.
:::
[title] Upload documents
[path] Manage documents/
Upload documents related to your properties and insurance placement to interact with them on Archipelago.
Any user in your organization with the **Account Admin or Editor **role will have access to the documents you upload.
# Upload documents through the Library ([**Video**](https://onarchipelago.wistia.com/medias/dc0g2ntj52))
To upload documents using the Library:
1. Log in to your Archipelago account.
2. Click Library from the menu on the left.
3. Drag and drop your documents or browse files to upload from the top panel.
Archipelago AI will associate the document with the correct property, if the document contains the property address.
4. Alternatively, you can link to an individual property by going to Library > Linked Properties > Add > Searching a property in the flyout
Recommended documents to resolve PreCheck recommendations and populate property data with AI document extraction:
- PCAs
- Roof Inspection Reports
- Flood Elevation Certificates
- Seismic Risk Analysis
- Loss Engineering Reports
- Valuation Reports
After you upload documents, you can [**view them all in one place**](https://docs.onarchipelago.com/view-documents) and collaborate with other risk managers in your organization.
[title] Get started with Archipelago
[path] /
Access your account and learn the basics of viewing and sharing data on the platform.
Complete the following steps to get started:
1. [**Log in to the platform**](https://docs.onarchipelago.com/access-the-platform) and view your initial data.
2. **Grant User Access** to your team and/or clients
Then, you can start [**interacting with data**](https://docs.onarchipelago.com/interact-with-sov-data), [**managing documents**](https://docs.onarchipelago.com/manage-documents), and more.
:::hint{type="info"}
For most of the current functionality, you'll need an Account Admin role.
:::
[title] Restore Deleted and Restore Disposed Properties
[path] Manage properties/
You can restore both deleted and disposed properties directly from Views. Follow these steps:
1\. Go to **Views**
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/DLrNo3qsjwpE00-juKBlb_image-3.png" signedSrc size="98" width="1893" height="616" position="center" caption}
2\. Select the relevant **SOV**
3\. Click **Manage Properties** (top right)
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/Yh1N6cFofIEyAeaWUWvvg_image-2.png" signedSrc size="98" width="1882" height="628" position="center" caption}
4\. Choose **Restore Deleted Properties**
5\. Use the filters to locate the properties you want to restore
6\. Select the properties and click **Restore**
**Note:** If you don’t see the properties under "Deleted Properties," try checking under **"Restore Disposed Properties"** instead.
[title] Edit or Upload Additional Documents to an Account
[path] Get started with Archipelago/Upload SOVs through your Accounts page/
:::hint{type="info"}
To use the Client Accounts page, you must have a broker or carrier agreement with Archipelago.
:::
Edit an account you've recently uploaded on your Client Accounts page to add any additional documents.
1. On Archipelago, click **Client** **Accounts**.
2. Under **Actions**, click the edit pencil.
3. To change fields, Click **Edit**
1. The Edit Submission panel will open.
2. Edit any fields you need to update.
4. To upload documents, click **Upload**
1. Upload the files you want to add. You can upload loss information or any documents you want to use for data enrichment.
5. Click **Save**
[title] Interact with SOV data
[path] /
In an Archipelago SOV, you can see property data in one place, filter information, access unique insights, and more.
1. Click on **Portfolios**.
2. From the Portfolios Page, click on a **Portfolio** to view the set of property data.
But that's only the beginning. In a portfolio, you can also:
- [**Manage Properties**](https://docs.onarchipelago.com/manage-properties) in the portfolio.
- [**Manage Documents**](https://docs.onarchipelago.com/manage-documents) in the Portfolio.
- [**Filter data**](https://docs.onarchipelago.com/filter-data) to find exactly what you need.
- Change way you [**View Data**](https://docs.onarchipelago.com/view-data) in a Portfolio.
- [**Discover unique insights**](https://docs.onarchipelago.com/gain-insights-from-data) about a portfolio.
- [**Export data**](https://docs.onarchipelago.com/export-data) from the platform.
:::hint{type="info"}
If you're using Archipelago as an underwriter, click the link on the Placement Page you receive via email to view a portfolio for the first time. After you access a portfolio through its direct link, you'll then see that portfolio on your Portfolios page every time you log in.
:::
##
[title] Collections
[path] Manage properties/
Use Collections to quickly update property data in bulk. Download a spreadsheet of your assigned properties, edit approved fields, and upload the file to apply changes.
Create collection periods to define what needs updating, filter and organize tasks, and include view-only fields for reference. Once a collection starts, tasks can be assigned to the right users so updates are completed accurately and on time.
# Administrator Setup
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/wGmr6Nu2PNEmxp7y32bjO_.blob" signedSrc size="56" width="681" height="412" position="center" caption}
## Get Started by Creating a New Value Collection Project
1. Select Collections from the Left Navigation
2. Select a **start and end date** for the collection period
3. Choose property attributes that need to be edited
4. Choose property attributes to **filter** collection tasks
5. Choose property attributes that will be **view only **(these will appear in files downloaded but cannot be edited)
6. Click **Save **on the bottom right
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/LQNznibLd0Sj75CHtikdR_.blob" signedSrc size="60" width="721" height="796" position="center" caption}
## Assign Users to Contribute to the Project
:::Paragraph{listStyleType="decimal" indent="2"}
If you have multiple team members that need to contribute to the project, first ensure that they have been set up with access ([**Manage Users and Roles**](https://docs.onarchipelago.com/manage-users-and-roles)).
:::
:::Paragraph{listStyleType="decimal" listStart="2" indent="2"}
Then, select properties using the **check boxes** and **assign** tasks
:::
:::Paragraph{indent="3"}
Note: If users are assigned the Contributor role, they will automaticallly be assigned the Collections tasks that correspond to their assets
:::
:::Paragraph{indent="3"}
****
:::
:::Paragraph{indent="3"}
Now you're ready to share the steps below with your team!
:::
# Contributor Task Completion
## Viewing your tasks
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/rSNSB9azbyVhIw_l5qqBU_.blob" signedSrc size="60" width="681" height="412" position="center" caption}
1. Select **Collections** from the Left Navigation
2. You will see your assigned tasks here. Each task represents an asset within your portfolio.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/8HZpYw54kvYcfdpehVn5q_image.png" signedSrc size="100" width="3106" height="942" position="center" caption="Filter or Toggle to change the view on your screen" alt indent="1"}
4. To begin making edits, choose one of the two options below:
1. **Click on a property** and update
:::Paragraph{listStyleType="decimal" indent="2"}
Select properties using the **check boxes** then click on **Download Value Collections.**
:::
:::Paragraph{listStyleType="decimal" indent="3"}
An Excel spreadsheet will be automatically downloaded to your computer upon selecting. **Save a copy** of the spreadsheet to your computer. Open it to see your existing property data.
:::
:::Paragraph{indent="4"}
Note: Cells in white are available to be edited. Cells in gray should not be edited (and any changes to them will be ignored). Do not remove, add, or move the columns in the template as this will result in errors when trying to submit your changes.
:::
:::Paragraph{listStyleType="decimal" listStart="2" indent="3"}
Update the file with new values and **Save**. (Only cells in white can be edited)
:::
:::Paragraph{listStyleType="decimal" listStart="3" indent="3"}
Click on **Upload Value Collections** and** Drag & Drop** the file to apply changes
:::
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/jLcnwOZkhHpAZ7UlXRgXq_image.png" signedSrc size="60" width="661" height="151" position="center" caption}
[title] Manage Users and Roles
[path] /
The Users page allows you to manage users, including adding new ones and assigning roles.
## User Management
The Users Page is accessible through the navigation menu. The page shows all Users belonging to an Enterprise Account, Direct Customer Account, or Underlying Customer Account.
## Add a New User
To add a new user, navigate to the Users page from the main left navigation menu and then click the "Add" button in the top right corner of the screen. In the flyout, add an email for the new user and select the desired user role. You can only assign roles with lower permissions than your own.
## Assign a User Role
Role assignment is an important part of the user management process. A role is assigned when the new user is created or when the user is required to have additional permissions.
To change a user role, navigate to the Users page, search for and select the user, and update the selected role in the flyout.
## Roles and Permissions
Archipelago has roles to fit every customer or user.
- **Leader - **Leaders with a team or teams that manage a book of business.
- **Admin -** Accountable lead on an account; should manage roles for supporting team members.
- **Editor - **Team member supporting an account and needs full edit access.
- **Contributor—Users** who are responsible for editing or adding specific properties but don’t need access to the full SOV.
- **Reviewer -** Users who only need to view the SOV or export SOV-related files, such as model-ready files.
- **Doc Uploader** - Users who only need to upload documents associated with an SOV and do not need to view SOV data.
## Changing Primary Contact
Update the primary contact to ensure the right person is associated with a client account. **Only **admins can be a primary contact.
1. Navigate to **Client Accounts.**
2. Locate the account you wish to update
3. On the far right under **Actions**, click the **three dots (...)** and select **Edit**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/hx3FCD61418cBHVbVD1_x_image.png" signedSrc size="38" width="250" height="214" position="center" caption}
4. Use the dropdown to select the new primary contact.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/ffhg-sFr3nF8rWbkrVQiw_screenshot-2026-03-19-115133.png" signedSrc size="48" width="461" height="854" position="center" caption}
5. Click Save
[title] Submission Process
[path] /
Once your SOV data is on Archipelago, you can streamline submission by giving the market access to your SOV.
## What we provide to share with Underwriters:
1. The Archipelago SOV is available for download to you and the markets you share with. No need for an additional attachment.
2. Model-ready location files are also available for download and are always automatically aligned with the latest data in your SOV.
## To prepare for submission:
1. Finalize your SOV updates prior to submission
2. [**Upload**](https://docs.onarchipelago.com/lk0B-upload-documents) any marketing materials for underwriters (i.e. policy documents, loss runs, etc.) to the library. See how to Manage your Submission documents [**here**](https://app.archbee.com/docs/8rRJA2WwHmft_o9cluFEd/EDK2MAppyHbkqL3Rkc0iH).
3. [**Update the snapshot**](https://docs.onarchipelago.com/FCJV-sna)
1. Recommended naming convention: 2024-Submission -XXXXX-XX-XX
2. Check "market visible" and deselect any previous snapshots you don't want visible for underwriters
## How to share with Underwriters:
1. Open the SOV view you will be sharing (not My Properties), copy the URL, and share the URL directly with underwriters
2. Underwriter domains are automatically whitelisted, so they can view (not edit)
1. If the domain isn't whitelisted, or the underwriter has any issues accessing, they can request access through Archipelago support
3. You can see "reviewers" who have accessed your SOV via the Users Page
[title] Analyze changes
[path] Interact with SOV data/Gain insights from data/
Compare two sets of portfolio data to see what's changed and how those changes affect the portfolio as a whole.
## Analyze changes on the Archipelago
1. In a portfolio, open the **Latest** dropdown menu and select the snapshot you want to compare the current portfolio data to.
The platform highlights differences directly within the grid and organizes properties into the following categories:
**New** — Properties that have been added since the selected snapshot.
**Ongoing** — Properties that exist in both datasets.
**Disposed** — Properties that existed in the previous dataset but are no longer present.
**No Change** — Properties with no detected updates. You can select any status card to filter the grid and focus only on that category of properties.
## **Understand Change Indicators**
Cells within the grid are color-coded to make updates easier to identify:
- **Green** — New data has been added.
- **Yellow** — A value has been modified. *Hover over the cell to view the previous value.*
- **Red** — Data has been removed.
- **Clear** — No change detected.
These visual indicators allow you to quickly scan the portfolio and locate updates without manually comparing datasets.
**Filter Changes by Provenance**
Use the **Provenance Types** dropdown to filter updates based on the origin of the data. This allows you to understand where specific changes in the portfolio came from.
Available provenance types include:
- COPE Prefill
- Document enrichment
- Mapping Rules
- User Edits
**Analyze Portfolio Trends with Pivot By**
Use the **Pivot By** tool to summarize value changes across the portfolio. Selecting a field (such as State, Region, or General Occupancy) groups properties and displays a variance summary comparing the selected snapshot with the latest data.
**Export Change Analysis Data**
To view change analysis data outside of the platform, use the **Export** option.
Exports can include:
- The full property list with change indicators
- Pivot summaries showing grouped change analysis
[title] Edit properties
[path] Manage properties/
Update information about a property to correct errors or reflect changes to your portfolio.
Edit properties only if you want to change specific attribute values for an existing property. For other operations, use the tools for [**adding**](https://docs.onarchipelago.com/add-properties) or [**disposing**](https://docs.onarchipelago.com/dispose-of-properties) properties.
:::hint{type="info"}
To prevent locking other users out of editing data, complete edits within 48 hours of beginning them. After 48 hours, you will not be able to submit your edits and will need to start over.
Only one person at a time can edit a property. If the edit button is gray, another user is editing the property.
:::
## Edit a single property ([**Video**](https://onarchipelago.wistia.com/medias/uogmsjhueh))
1. In **My Properties**, hover over the cell you want to edit, and click the edit pencil, populate your changes and save.
- *For large sets of data, you can use a *[**filter**](https://docs.onarchipelago.com/filter-data)* to find a property more quickly.*
OR
2. In **My Properties**, select the **checkbox** next to the Property you wish to edit
3. Click on **Item Selected** and Choose **Edit **
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/Va08-HQlKc8U0P9h7JDPf_image.png" signedSrc size="60" width="610" height="391" position="center" caption}
4. Use Flyout to Edit Required and Additional Attributes
5. Click **Update Property** and Return to Portfolio
## Edit multiple properties
In **My Properties**, select the **checkbox** next to the Property you wish to edit
In **My Properties**, select the **checkbox** next to the Property you wish to edit
1. In **My Properties**, select the **checkbox** next to the Property you wish to edit
2. Click on **Item Selected** and Choose **Edit **
3. Use Flyout to Edit Required and Additional Attributes
4. Click **Update and go to next Property** to edit the next selected PropertyReturn to Portfolio
## Bulk Edit multiple properties in Excel
### Choose the properties and attributes you want to edit
1. In **My Properties**, click **...** > **Edit **>** Edit Properties with Excel File **
2. Under **Select properties**, click **None selected**.
3. Search or filter to find the properties you want to edit:
• To search, type a query in the **Search Properties **box.
• To filter, click **Show only properties matching... **to create and run a [**filter**](https://docs.onarchipelago.com/filter-data).
4. Choose the properties you want to edit.
5. Click the back arrow **←** at the top of the panel.
6. Under **Select attributes**, click **None selected**.
7. Choose the attributes you want to edit values for. You can select a parent attribute to select all of its child attributes.
8. Click the back arrow **←** at the top of the panel.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/pT0Wqwygp01EHAFCuLHfa_edit-properties.png" signedSrc size="40" width="736" height="846" position="center" caption alt}
### Edit the data
1. Click **Start Editing**.
2. An Excel spreadsheet will automatically download. Open it to see the existing data you've selected to edit for the property.
3. Update any white cells in the spreadsheet to edit attribute values for the properties you selected. You can only edit white cells, as these correspond to the attributes you selected for editing.
Some cells include dropdown lists for the COPE and secondary COPE attributes. You can also see the available options on the second page of the spreadsheet.
### Upload your edits
1. When you are done editing data, save the spreadsheet and navigate back to Archipelago. If you closed the Edit flyout, click **...** > **Edit **>** Edit Properties with Excel File ** again.
2. Upload the spreadsheet you edited using the light gray box in the middle of the panel. You can drag the file into the box or click the box to browse to the file location.
3. After you upload the spreadsheet, click **Submit edits** at the bottom. Archipelago will validate your data and send you an email with the results and any values you might need to correct.
When Archipelago validates your data, the platform will apply your changes. This can take up to 20 minutes.
Then, you can view updated information about the property you added using the grid, tile, or map views.
[title] Data Additions
[path] /
## **COPE Prefill**
In the process of ingesting your data, we have an integration with Corelogic to add any missing COPE information.
## **Document Enrichment**
When you upload documents, Archipelago AI automatically fills in missing property data, enhancing the completeness of your SOV and modeling.
Recommended documents to resolve PreCheck recommendations and populate property data with AI document extraction:
- Property Condition Assessments
- Roof Inspection Reports
- Flood Elevation Certificates
- Seismic Risk Analysis
- Loss Engineering Reports
- Valuation Reports
If you need something different than this, please reach out to support\@onarchipelago.com.
## **Rule Based Data Additions**
Rule-based attribute transformation is based on engineering mechanics, structural engineering design practices, building code requirements, regional construction practices and hazard-specific considerations to add secondary modifiers based on existing information provided. Archipelago’s experienced structural engineering team develops the rules and, after technical peer review, deploys them as part of our SOV Ingestion process.
[title] Overview
[path] /
## Welcome!
Archipelago powers insurance broker workflows with accurate data. Our productivitiy software pairs data management with interactive analytics, replacing outdated spreadsheets with collaborative tools that people actually want to use.
In this documentation, you'll find step-by-step instructions and conceptual information to help you use Archipelago to manage property schedules and renewals.
Top tasks
- [**Get started**](https://docs.onarchipelago.com/get-started-with-archipelago) on the platform.
- [**Interact with data**](https://docs.onarchipelago.com/interact-with-sov-data) in your stream.
- [**Manage documents**](https://docs.onarchipelago.com/manage-documents) related to your properties and insurance placement.
- [**Manage properties**](https://docs.onarchipelago.com/manage-properties) in your portfolio.
- [**Manage users and roles**](https://docs.onarchipelago.com/manage-users-and-roles) through self-service user management portal.
[title] Data Customization
[path] Get started with Archipelago/Upload SOVs through your Accounts page/
Custom data fields include any fields outside the standard 200+ Archipelago standardized fields. Most data fits within our standard fields, but if you have customized data (i.e. business segments, store numbers or codes, etc.), we can add those on request.
***How to Request Custom Fields***
1\. Upload Excel to the account library including custom data fields
2\. Notify in-app Support or email at [**support@onarchipelago.com**](mailto\:support@onarchipelago.com) requesting the addition of fields.
***Turnaround Time***
You'll be notified via Support in \~24 hours when your request is complete
[title] Access the platform
[path] Get started with Archipelago/
Log in to view your data and start using Archipelago.
1. Log in to [**platform.onarchipelago.com**](https://platform.onarchipelago.com/). We recommend using Google Chrome or Mozilla Firefox.
2. Enter the one-time verification code Archipelago emailed.
After you log in, you'll see the **Client** **Accounts** page. This contains a list of insureds associated with your Enterprise.
[title] Manage properties
[path] /
Add, edit, and dispose of properties on Archipelago to keep your portfolio up to date and reflect your current investments.
On Archipelago, click **My Properties** to begin managing your properties. Managing properties can include any of the following tasks:
- [**properties**](https://docs.onarchipelago.com/add-properties)
- [**Edit one or multiple properties**](https://docs.onarchipelago.com/edit-properties)
- [**Dispose of a property**](https://docs.onarchipelago.com/dispose-of-properties)
- [**Request updates from your team or your client via Collections**](https://docs.onarchipelago.com/collections)
[title] Renew SOV
[path] /
You can upload a new Excel SOV at Renewal, or during the year, to update the properties on Archipelago.
Renew SOV ([**Video**](https://drive.google.com/file/d/1UAUh5xy8dGTrsyP44i_ZH6dxCCGFovck/view?usp=drive_link)):
1. In SOV Manager, click the three dot menu button.
2. Choose Renew SOV.
3. Enter the SOV Name, Effective Date and Expiry Date.
4. Upload or drag and drop the renewal SOV.
5. Click Save.
6. You will be notified when the SOV Updates are complete.
[title] Manage documents
[path] /
To fully manage documents on Archipelago, you need an Account Admin or Editor role. If you need support with your access level, please contact the Account Admin.
Managing documents can include any of the following tasks:
- [**Upload documents**](https://docs.onarchipelago.com/upload-documents)
- [**Manage Submission Documents**](https://app.archbee.com/docs/8rRJA2WwHmft_o9cluFEd/EDK2MAppyHbkqL3Rkc0iH)
- [**View data derived from documents**](https://docs.onarchipelago.com/view-information-from-documents)
[title] Group properties
[path] Interact with SOV data/Gain insights from data/
Group properties using an attribute you specify. This can help you quickly find properties and understand property data at a higher level.
1. In a portfolio, click the **Pivot by **dropdown menu**.**
2. Select the attribute you want to group by.
3. Expand each group to see the properties that belong to it. You can also see summary metrics for each group. The example below shows Grouping by Specific Occupancy.
To clear a grouping, click **x **next to the **Pivot by **dropodown.
[title] Interact with dashboards
[path] Interact with SOV data/Gain insights from data/
See at-a-glance insights about different attributes across a portfolio using Dashboards. Dashboards display notable and commonly-sought data trends for insurance placements, such as geographic information, age of building, inspection details, occupancy and ownership.
1. Change your view from the SOV Grid View to Dashboards by clicking on the Dashboard Button.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/Lczwl0na2vK7kG7vqGk21_image.png" signedSrc size="50" width="571" height="85" position="center" caption="Switch to Dashboard View" alt}
2\. Hover over components of each chart to understand the breakdown of TIV in each.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/Go97WlxBR6v1_xd27qqal_image.png" signedSrc size="76" width="1405" height="667" position="center" caption}
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/ysXpRzh5tACt8SXooPrZf_image.png" signedSrc size="48" width="694" height="1044" position="center" caption}
[title] Locating the Attribute Selector and Custom Attributes > Viewing Attributes on HUB
[path] Interact with SOV data/
1. **Select the SOV**
2. **Open the Attributes Panel**
- On the right-hand side of the screen, locate the attributes tab.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/zXaUlZwZQ3cR_IsWReXCB_screenshot-2025-08-07-114524.png" signedSrc="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/zXaUlZwZQ3cR_IsWReXCB_screenshot-2025-08-07-114524.png" size="100" caption isUploading="false" width="1644" height="419" indent="3"}
3. **Select or Deselect Attributes**
- Use the search bar at the top of the Attributes panel to type the name of the attribute.
- Use the checkbox to select or deselect what attributes you want visible
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/IQw_sdZzv8Vu7btCv-D24_screenshot-2025-08-07-114838.png" signedSrc size="42" width="315" height="306" position="center" caption indent="3"}
Tip: You can reorder attributes by selecting the panel next to the attribute name.
[title] Gain insights from data
[path] Interact with SOV data/
Within streams, you can do more than just view existing data. Group properties, analyze changes, and more to learn new insights from property and placement data.
Gain insights in any of the following ways:
- [**Group properties**](https://docs.onarchipelago.com/group-properties) to quickly find properties and understand trends.
- [**Analyze changes**](https://docs.onarchipelago.com/analyze-changes) between two sets of stream data.
- [**Interact with dashboards**](https://docs.onarchipelago.com/interact-with-dashboards) for at-a-glance summaries.
[title] View documents
[path] Manage documents/
See and sort documents you've uploaded to Archipelago to centralize and organize your property data.
In the **Library**, click one of the following tabs to browse your documents:
- **All documents** to see everything at once and sort documents by upload date.
- **Market Viewable** to see documents associated with an SOV submission package.
- **Archived** to see documents that have been removed from Archipelago. This allows you to restore a document to the library.
[title] Insights
[path] /
Insight provides a view into your client SOV data, giving a good picture of the portfolio of properties and the improvements to data after uploading the SOV.
**Dashboard - **once your client SOV is on Archipelago, insights on data changes and portfolio statistics are available for data-driven decisions.
**Activity Log - **At a glance, understand the work being done to update the SOV data.
[title] Dispose of properties
[path] Manage properties/
If a property is no longer part of your portfolio, dispose of it to remove it from your current views and reports. Disposed properties will still be available in historical snapshots and when doing snapshot comparisons.
## Dispose Properties ([**Video**](https://onarchipelago.wistia.com/medias/zurngoe95f))
1. In **My Properties**, select the **checkbox** next to the Property you wish to dispose
2. Click on **Item Selected** and Choose **Dispose**
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/4HvvscWl1Zs1sEnn9mN1t/Va08-HQlKc8U0P9h7JDPf_image.png" signedSrc size="54" width="610" height="391" position="center" caption}
It can take about 20 minutes for the platform to process the disposed property and update relevant views.
Archipelago does not delete your data; it just marks the property as disposed and removes it from the current Portfolio set of data.
[title] View information extracted from documents
[path] Manage documents/
Archipelago uses information in the documents you upload to enrich your data. From a portfolio, you can see the connection between this enriched data and the document it came from.
1. On the Portfolio page, click** My Properties**
2. Hover over any underlined value to see the document Archipelago extracted the value from.
3. Click through to view the full document.