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  1. New Users - Start Here!

    1. FAQs - How To Use The Forum

      A good place for finding information, help and advice on use of the Forum

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  2. Open GI - Insurance Administration Software - Public Access

    1. Announcements

      Important Broker Notices

      42
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    2. Mobius - The Next Platform From Open GI

      Open GI launched their new platform solution "Mobius" at BIBA 2018

      This Forum is for existing Open GI "Core" customers and all new prospects to discuss the new options now available and their experiences of this new technology offering. If you have seen it, then share your thoughts and comments here. If you haven't, why not get a demo and see what the future will bring. Bookmark this page for an unbiased and transparent view as part of your Due Diligence - before you jump in feet first! All comments welcome

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    3. GDPR

      How's your GDPR planning going?

      If you have any system queries or plain advice to share, then this is the one stop members shop for GDPR - past, present and future

      29
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    4. PCI DSS Compliance

      Post your views questions and experiences of what PCI DSS means in your business - and how you've coped!

      13
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    5. General Queries and Feedback

      So what do you think of Open GI and their software & services. Does their IT help you? Does it really make your life easier? Share your thoughts here and ask others for theirs!

      104
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    6. In The News

      Links and Information about Open GI, the User Group and other related articles of interest found in the press

      24
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    7. AGM Details

      Details of Past Present and Future meetings

      22
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    8. Rambo's Rants

      An ever topical area with acute insight from one of our leading experts on how Open GI impacts a real Broker's business

      19
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    9. Poll Results and Feedback Summaries

      From time to time we gather feedback from Forum users as well as from industry groups.
      Poll and feedback results are published here for general review

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    10. Forum / Web Enhancements

      Your chance to add any feedback / thoughts / issues / problems regarding the main Web site or indeed this Forum - be honest!

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    11. Open GI User Group - Newsletter Archive

      Copies of all OGIUG Newsletter since May 2018 are posted here for reference

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  3. Full Member Access Area

    1. Specialist User Forum Archive

      These are pages transferred from the fantastic SUF Forum and are available to all Full Members of the Open GI User Group

      1,176
      posts
      • liam
    2. Core Upgrades

      Join Cousin Clarissa and share all the news, views and thoughts on the next major Core release from Open GI

      6
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    3. Enhancements Wish Lists - What Do You Want?

      The Open GI User Group has a direct impact on how your software is developed. Tell us what you need to make life easier and we can put your ideas forward!

      84
      posts
    4. Discussion Forum

      Feel free to post any General Discussion Topics here - Everyone has a view and an opinion!

      203
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    5. InfoCentre

      How to use, hints, tips, advice and suggestions

      21
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    6. Agony Aunt

      OK - If you have an Open GI problem or don't know your ReportNet from your Calc Code, then post your questions here. Someone, somewhere will have the answer and you may get a faster response than a support call!

      702
      posts
    7. Upgrade Information

      News on upgrades planned from open GI.
      Not guaranteed but gives you chance to see what's on the horizon and chance to comment and have your say. All views welcome

      24
      posts
    8. ELTO

      What does this mean to you and how has your business implemented the directive?

      1
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    9. Uploaded Files

      Files uploaded for the benefit of Open GI User Group members

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    10. Technology and Third Party Applications

      Area for general Technology discussions and Third Party Applications

      56
      posts
    11. Hints & Tips

      A Treasure Trove of Information - lots of detail for our members

      23
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  • Posts

    • Complete the poll above and let us know your initial thoughts on Mobius
    • Hi Debra   I've not come across any corruption issues before - so can't give any specific answers. This sort of thing may happen for lots of reasons - none of which easy to pin down:- security settings / version differences (OpenAttach / Scan software / PC Windows or Operating system Vs / Adobe / Java etc etc). You really need to be able to pin down when / for whom this happens - as I suspect it will be not across all machines all the time and get to the problem once you know where it is. Tricky indeed ...   You don't mention "how" the PDF gets to OpenAttach - is it copied / dragged / Imported as all may have an impact. Also - would be good to know "when" it gets corrupted. That means everyone checking post allocation that you can read it - which is painful I know - but it may be corrupted BEFORE it even hits OpeanAttach - all part of the investigation process I'm afraid.    OpenAttach has never been the fastest tool to retrieve documents - but should be usable. Areas to look at here are the file sizes being generated by your scan stations (any more than a few hundred k will be an issue and a waste of space. Secondly folder sizes and volume of documents. OA has to read the whole directory before displaying the list - and that can take time with a few hundred in a folder. Finally -  it may just come down to the OA server set-up. (i) Are they stored on the OGI server or a dedicated Windows server (ii) if the latter - is it a DEDICATED server - or is it doing other things as well (iii) is the server physically located in your office - or remote?   Intermittent problems are always hard to track down the root cause - but the speed may be more easily investigated as above   If all else fails - it's back to OGI I'm afraid - they should spot the issues ...... eventually 🙊   Meanwhile - let me know any more info around the above and happy to help further if I can   M
    • I am wondering whether any other Open Attach users are experiencing problems when they retrieve scanned files that have been imported into Open Attach.  We have had several instances where a PDF document has been retrieved from Open Attach only to find it won't open as it has become corrupt.  Initially we reviewed our scanning and importing process, however, this is fine and documents stored in other locations do not seem to present a problem.   In addition documents can become very unresponsive when accessing them via Open Attach and again I would be interested to find out whether other users are having similar experiences.   Any feedback would be appreciated.
    • Hi Mark,   Thanks for your reply. Everyone must be busy reading hundreds of pages of legislation!    We’re just finalising our procedures now. Good advice has been hard to find. Even the data privacy lawyers are reluctant. I have documented the phone call with the ICO so if we’re doing something wrong we can say they told us to (that was the compliance consultant’s advice).    Thanks,   Lisa
    • Hi Lisa - thanks for the question   Looks like this has not gained much response !! Always a tricky area   I'm no compliance advisor - so you will need to take better advice. However as a minimum (DPA or GDPR ) you have to prove you have a lawful basis - and that you have a process for those wishing to opt out - even if there are consequences given you are holding their Insurance   And when you are no longer holding their (current) policy - then what? What is your documented process for removal of their data you no longer "need"? How can they access it? How can they port it elsewhere?   Maybe someone can give a more lucid / generic answer from the coalface - but you really need to take good advice from a good source.   Are you a network member and / or do you have a compliance point of reference (other than ICO)?
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