Risk Group Insurer field for Reports

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Nicky Robinson

22 August 2016 14:48

Have established today that it is currently not possible to create a column in a report that gives the name of the Insurer of a specific risk group so I think this would be a good feature to include.  Something along the lines of [Insurer_RiskGroup_1234] etc...

This would be useful in reports when a risk is split between more than one insurer.

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  Permanently deleted user 27 September 2016 08:49

  Hi Nicky, 

  You could try creating a text field for each risk group and then populate this with the insurer name in the rating file for each risk group.  If you need me to talk you through this please give me a call. 

  Thanks

  Adam

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  Nicky Robinson 27 September 2016 11:27

  Hi Adam, am I right in thinking this would only work on the initial quote though?  ie. if an Underwriter subsequently changed the insurers when underwriting the risk and updated rates it wouldn't run again would it? (this goes back to my feature request for the ability to have some aspects of the rating file run every time the "update rates" button is clicked if it is preceded by a command like "AlwaysRun" etc..)

  Could a rule be set up to place the RiskGroup insurer into a hidden text field when the status changed to on cover?  if yes, how?

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  Permanently deleted user 27 September 2016 11:54

  Hi Nicky,

  Yes you can set a rule up under Scheme>Any Insurer>Any Type>OnCover

  The rule is: 

  IF Always Run   THEN Set Answer  MainRiskGroupInsurer To [RiskGroup_123.Insurer.Name]

  With 123 being the risk group number and 'MainRiskGroupInsurer' is the hidden text box you set up to capture the details. 

  Hope this helps. 

  Thanks

  Adam

   

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  Natalie Williams 27 September 2016 11:58

  Really sorry to interrupt here....

  I thought you couldn't Set Answer using On Cover rules.

  Has this been fixed recently?  I am a little behind in catching up on the last releases......

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  Permanently deleted user 27 September 2016 12:09

  Hi Natalie, 

  I have tested this on my test scheme and it let me set an Answer on status OnCover. 

  Thanks

  Adam

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  Natalie Williams 27 September 2016 12:25

  Interesting....

  Thank you

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  Nicky Robinson 27 September 2016 13:15

  Hi Adam, I've just tried to create a rule in:

  ANY INSURER>ANY TYPE>ON COVER

  And as soon as I attempt to input criteria in the rule I get redirected to the "It seems there was a problem carrying out your last request..." page.?

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  Permanently deleted user 27 September 2016 13:24

  Hi Nicky,

  I will deal with this on a ticket as one of the rules in ANY INSURER>ANY TYPE>ON COVER is causing the problem. 

  Thanks

  Adam

   

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