Daniel Beardwell
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Recent activity by Daniel Beardwell Sort by recent activity-
Custom tab icon
CompletedI'd like to add to change the icon (favicon) that shows on the tab of web browsers. It is currently a folder for all sites by default but it would be nice to use a company logo to help differentiat...
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Can I add a condition via rules/matrix
We have the ability to include endorsements through the rule builder and the rating matrix. Is it possible to add conditions the same way?
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Updating MTA & Renewal question set when a new question is added
Whenever we add a new question to a scheme, any existing cases need to have their question set updated or they error. This is causing a lot of extra work for renewals and MTA's. I would really lik...
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Rename "Generate from Database"
If you look at the Rate Builder page of a scheme, there is a dropdown that lists every rating that's been uploaded with the date & time it was uploaded. The very latest version of the rating file d...
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Import selected rules
The 'import rules from another scheme' feature is really useful, but I'd like to import selected rules using the tickboxes next each rule. I find that some schemes have 50+ rules, which gets rathe...
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Check if anything has changed at Adjustment
It's possible to check if calculation fields are different from first premiums by using "Get Cover" on adjustment rules, but I can't pickup text fields such as names, addresses and notes which freq...
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SetHighestCoverFromLookup
I would like to use the command SetHighestCoverFromLookup. To set the Highest Cover from a lookup, I currently have to use SetHighestRateFromLookup, then convert the rate to a cover and set the rat...
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Improve endorsement formatting
I would like to be able to indent endorsements. This is something that a lot of our brokers have asked for at some point but it's not currently available in the Schemeserve editor. I've attached a...
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Ability to email calculation documents
We would like to be able to email calculations documents created via a snapshot in the matrix for use when referring to insurers. We currently have to download this document, open it, save it and t...
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Add Get Rate to Rule
I'd like to be able to use "Get Rate" in the same way I can use "Get Answer" or "Get Cover" in rules. This would be particularly useful when setting a rate field across multiple insurers.