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Mark Sollis

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Posts posted by Mark Sollis

  1. Hi Carol - good to see you here - there's plenty of people that can help!

     

    This is the only official Open GI User Group Forum although there is a User Group Web Site too at this link

     

    This Forum is fairly active with lots of contributions to questions raised - but of course not everyone uses this everyday - but as an active Forum, you will probably get answers fairly quickly! Post away in the relevant section and I'm sure you will get the help you need. 

     

    @Ian_Danby is still active, has access to this Forum and maybe you can contact him for assistance with your queries - he's really good!!

     

    When you need it - here's a link to other resources that others have found really useful Open GI Resource and Info

     

    Keep in touch - we're all here to help

     

    Regards - Mark

  2. So - what is the point of this ..

     

    Don't tell me even if you say "Yes" - it's actually being ignored?

     

    Why would anyone restrict Sanctions Checks to specific Client / types - let alone specific Capture Page Layouts - SURELY a Yes/No per Client / Contact - and the existing global parameters - covers all the bases. Oh and where in the manual did it not explain this?

     

    Either way - the Yes/No below is at best misleading for operators and at worst - a breach for the business!! Who's picking up that cost ...

     

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  3. Ouch - so Open GI want it in DBE but wont tell you how to get it!?  I presume you are paying them for the Transfer service 😮 

     

    Not sure I can help easily - it depends on lots of things - why you are doing this, what are you trying to achieve, what happens to the data you can't / don't bring across, what about accounts, risk, diary, operator trails, prospects, histories etc etc etc etc. Is it policies live after 2016 but taken out in 2015 - or just NB from 2016 etc?. Sooooooo many unknowns to give you a proper answer.

     

    You really need to be guided by the business need and their scope / requirements and, then ask OGI to deliver the service / solution to you.

     

    Looking back - the DBE "how to" is probably the easiest part in this. The "why" and the "what" are the more difficult questions to be addressed imho - but maybe that's just me being me 

     

    I / we here can help with the DBE parameters as and when / if needed (if OGI can't / won't) :ph34r:

  4. Hi Brunel - and welcome to the Forum

     

    I'm not sure if there are specific queries you have but maybe this will help.

     

    If you haven't already, have a look at the guidelines from Open GI themselves. They have a PDF full of helpful info and  an Excel Spreadsheet to help add all the bits up for you :D

     

    As an independent Consultant (not a user) I can't vouch for either but I'm sure they are worth a look and a good starting point :wacko:

     

    If you have any queries after that then I'm sure (real) users on here will be able to help further!!

     

    You can find the info on the OGI support site at the link here - you will probably need to sign in / create an an account to gain access

     

    Hope that's of use to start with - do come back and let us know how you get on ✅

  5. 17 hours ago, Mark Sollis said:

    If cyber is a concern - or a requirement of your BI - I’d suggest taking a serious look at those security functions in both. Then make your choice. 

     

    Sorry - the above was a more generic prompt for ALL brokers - particularly those who need to review their risk appetite - not aimed at you guys per-se :blink:

     

    17 hours ago, Mark Sollis said:

    #whosheadisontheblock

     

    Ditto for this - and to make sure everyone is aware they can't blame or claim from, their supplier for their own inadequate security analysis and prevention

     

    I feel your pain with the horses - but at least you found the water - that's half the battle ;)

     

  6. Tbf - I’d be interested in comparing how the competition / alternative OGI solution aka Virtual Cabinet, manages the same situation. That’s the real benchmark / leverage. 
     

    If cyber is a concern - or a requirement of your BI - I’d suggest taking a serious look at those security functions in both. Then make your choice. 
     

    #whosheadisontheblock

     

  7. 19 hours ago, syounger said:

    We were thinking to merge on our system but can well foresee a few issues 🙂

     

    There will be issues whichever way - so you need to pick the right way for you at get it right first time.

     

    In short - and from experience  on both sides - I'd say transfer now to your server, as separate branches. This may involve some logistics for connectivity (I don't know your set-up) but on the face of it - is better than running multiple servers and multiple business processes. You'll thank yourself in the long run

     

    Moving / migrating / transferring / consolidating to one branch - on the same server - is far, far easier to manage once the data is on one platform. Trust me on this.

    • Like 1
  8. 35 minutes ago, syounger said:

    it is OGI to OGI (broker acquisition and they have 2 separate branches whereas we have only one)

     

    Sorry Sandra - Are you planning to merge the branches on THEIR system - or merge and migrate to your server?

     

    The first is as everyone has said above - the latter is potentially a whole new world of complexity - x 10!

  9. Hi Sandra

     

    Big question - and lots to consider. You haven't said, but I presume this is to do with an OGI to OGI transfer, with branches already on the same server? If so - and to help kick this off, top 5 tips below from me:

    1. Specification - Make sure you have a spec of what will - and what wont - be transferred
    2. Settings - Check that all your settings are the same. Many are branch independent and you really need to check all of these for future use. This includes source codes, exec codes, Database Reports, User Access authorities, Broker Record / Prospect record settings, Regulation Module options, Document / letter templates to name a few from a long long list
    3. Prospects - Do you use APM / Prospects - and what will happen with these records
    4. Accounts and EDI - If it's OGI>OGI then EDI should be OK, but you do need to have a plan for the accounts. For both, will the old branches be in run-off or transferred en-bloc / big-bang? If Run-off - how are you maintaining both sets of data?
    5. Why? - Revisit why are you doing this anyway - quite often it's not the only solution - and I'd be interested more in what you are trying to achieve and why you think branch consolidation is the answer

    I'm sure Open GI will have already asked all the above questions - and more - to get to the right solution for your business. But always worth taking advice on a big change :) Hopefully others will have input as well

     

    Good luck and let us know how you get on!

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