Streamlined data upload and mapping experience for insurance underwriters

Challenge

Insurance underwriters needed to import large CSV datasets into Verikai's platform, but the existing upload process was error-prone and confusing. Column headers rarely matched exactly, requiring manual intervention. Users abandoned uploads mid-process, and support tickets piled up around data import issues.

Approach

Designed an intelligent column mapping interface that automatically matches CSV columns to Verikai fields when possible, while clearly surfacing unmatched columns that need manual resolution. Added inline data previews so users can verify mappings before committing, and built clear feedback states for successful matches, ignored columns, and fields requiring attention.

Impact

The redesign turned a support-heavy import process into a self-serve tool with smart mapping and real-time validation, cutting errors by 90% and setup time to under 10 minutes. Underwriters could trust that their data was mapped correctly without constant verification, and cleaner inputs meant the model's predictions started from defensible ground.

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