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GDPR - Consent Data Capture

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If you want to create your own Consent capture details - but don't know how to create a new data frame then this is for you. 

 

Whilst the information can be found within the Online Guides that Open GI produce, the User Group have produced a guidance video for your assistance - press the play button on the video below.

 

Let us know if you find this useful - and any other topics you may want covered!

 

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Thank you for the video on how to create the GDPR frame.  We have now done this.

We will be adding it to our clients level one, F11 to create a Client Profile but I cant seem to do a database enquiry on it.

If I phone Open GI it will take days for them to get back to me.

Does anyone have any ideas please??

Thank you

Carol Davies

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Hi Carol - First off - well done for creating the frame !!

 

As for the Database report - there are a Three Top Tips ....

  1. Use BL1.Module - to search for "Clients" with that frame type
  2. Prefix the Profile (Fact Find) frame keywords with "F." on the report (so [XX.Line01] becomes [F.XX.Line01]
  3. Have a look at the on-line guide which explains in more detail 

Hope that helps - let me know if you need some more info - but I'm sure you'll be off and running now :)

 

Mark

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What a difference an "F" makes.

The report is coming out now - thank you so much for your help.

Well worth being a member of Open GI User Group!!!

Carol

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I tried to make my frame as 'user-friendly' as possible so made all the consent given/retracted dates auto populate based on when questions answered/changed.

GDPR1.png

GDPR2.png

GDPR3.png

GDPR4.png

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Nice one Karl - Just how a good solution should be built!!

 

Shame GETREPLY and INPUT screens are not part of core calcs though ?

 

Thanks for sharing

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Is everyone confident that they have purged the old data, which they should not be retaining?

For example, a policy that can only have a claim against it two years after it was taken out versus one where a child might be injured and claim 15+ years later.

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I doubt it - and I doubt anyone ever will - until someone comes a-hunting - or an-auditing :)

 

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    • I don’t believe so as very specific criteria has to be set each time a purge is ran (at least in Live). Purging also has separate stages e.g. you have to purge ledger & diary before an actual policy/client record can be removed.   For all I know there may be an overnight command for Prospect to purge quotes/prospects ‘marked for deletion’, however we review these first as anyone can press Esc K (and maybe doing so for the wrong reasons).   Bottom Line, I feel nervous purging when doing manually, I would not like the idea of records disappearing from the system each night etc.  Sorry, I’ve not been much help!
    • Hi I know there is a module in OGI for record purging is there any way that this can be automated does anyone know?. I am keen to have any information about this.    Regards Mar
    • Please find attached the Membership benefits for 2020 OGIUG Discounts 2020.pdf
    • Thank you Mark for the info I have logged it with OGI and they are looking at it.   
    • Hi Mar - and welcome to the Forum!   I think the issue is that the error message will be best investigated by OGI. I've never seen that one - but maybe some other live users may be able to assist. Other than checking the document filename / length of filename for the template and / or the trigger document - it would be best to log with OGI   Sorry I cant help - but sometimes its just a program error! - Oh - do check you are on the latest Vs of OpenSuite products - and especially ALL client software (each PC) is also upto date - that often causes random issues like this  (and OGI will say to check / upgrade as a first step anyway)   Let us know the outcome!   
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