Make LastOnCoverDate available on docs and reports.

Completed

21 November 2011 23:03

I would like to include the date a policy was put on cover (the transaction date) on reports and in documents. I don't believe this is currently possible but is a requirement of one of our underwriters.

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12 comments

John Levett 22 November 2011 08:15

This is a very useful feature.

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Mark Williams 30 December 2011 00:42

Colin, is this likely to be in the January release?

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Colin Kippin 10 January 2012 14:55

This feature has now been released to Labs.

The Activity Log will now display the dates a Case has had its Status changed to On Cover.

In Reports there is now a field called Record Last On Cover that will pick up the most recent of these - this can be used in Bordereau reporting as requested above.

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Mark Williams 12 January 2012 16:53

Colin,

If working with an MTA, will this access the date the MTA was put on cover or will it give the transaction date of the first/renewal policy?

Is the same field name also available in documents and/or in the rule builder?

Cheers.

Mark.

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Colin Kippin 13 January 2012 10:32

Hi Mark,

It will be for the actual record whether New, Renewal or Adjustment as it comes from the Activity log.

Any fields with Record in description are as it suggests as record level, if its from the original it would always be policy.

Just to update you this has now been removed from Labs and will only be available when the release goes out.

This is also only available as a function in Reports not Documents.

Regards

Colin

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Mark Williams 13 January 2012 11:09

Colin,

Thanks for the update.

I assumed that this would also be available in documents and am a bit surprised to see that it will not. At least 2 of our insurers insist on this date being put onto schedules and will not accept otherwise.

The feature is not really of use to us at all without both parts. Can this be considered?

Best regards,

Mark

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Colin Kippin 13 January 2012 11:17

Hi Mark,

We will bear that one in mind for a future development - I think it would be very useful.

Thanks

Colin

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Colin Kippin 13 January 2012 16:23

Not yet available in Labs

Report function is completed /Documents is still outstanding at this stage

Post changed back to Planned as not complete

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Permanently deleted user 16 January 2012 09:31

Colin

You will know that I have requested this feature over the past few months... it not only meets underwriting requirements, but makes the administration of cases considerably easier. So gets my vote iwth a triple thumbs up

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Mark Williams 29 January 2012 21:42

Colin,

Can you please let me know if this feature is now available and where?

Documents?

Matrix?

Rules?

Reports?

Can you also let me know if it is/will be available in if statements?

Cheers.

Mark

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Colin Kippin 03 February 2012 10:07

Hi Mark,

This feature is currently not available - the work completed to date is in the reports area only and it will use a new field called Record Last On Cover.

I will keep you updated as to when this available and if the scope of the feature is being extended into other areas.

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Mark Williams 15 February 2012 15:38

Colin/Adam.

This one has been going round in circles and I'm still not sure where we are with it. Can you please let me know whether this feature is now available on reports or when it will be? A number of our brokers are being required by insurers to report the date the policy was actually set to "On Cover" status and there is currently no other way to ascertain this information.

I look forward to hearing from you soon.

Best regards,

Mark

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