

With hundreds of reports for multiple reinsurers, I followed this manual process for two months before deciding that it was not workable as it was extremely time consuming and prone to manual errors. A process at the time for preparing these reports required me to manually rename them by adding a reinsurer tag and date string (e.g. This extract, like many other reinsurance reports generated by the system, had a fixed (and stale) name inforce_extract.csv. For this use case, one report I prepared was a system generated extract of all the in-force policies on the last business day of a month. As reinsurers are ultimately external third parties to the operations of the direct insurer, part of my role involves preparing various reports for the reinsurers on a monthly basis. In the early days of my career, I had the opportunity to work as a Reinsurance Analyst at a life insurance company which cedes to multiple reinsurers. With a use case, this article presents three (3) automated methods to rename a file with a string based on a current or a pre-defined date, using Excel VBA Macro and Batch File Commands and Python respectively.

Whilst it may be acceptable to manually perform the renaming for just a few files, it is not if there were hundreds which is often the case in a commercial setting. This is to enable the workflow downstream to be able to differentiate the data or to identify time-variant trends. Specifically, in many instances of my career, I have had to rename a file with a fixed naming convention with a time stamp.

Photo by Maddi Bazzocco on Unsplash Backgroundĭata science techniques can be used in the early stages of the data preparation workflow to automate manual tasks.
