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Mark Hallam

Prospect - Proposal Form

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Hi,

Is it possible to produce a Proposal Form or SoF in prospect without having to create a record in Core?

 

Mark.

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I’ve been asked this myself recently and don’t believe so (although Motorwriter is not my area of expertise on OGI). 

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17 hours ago, Mark Hallam said:

Is it possible to produce a Proposal Form or SoF in prospect without having to create a record in Core?

 

Which line of business Mark?

 

MotorWriter works differently to Home/Truck/Bike

 

You can always create your own of course - for any LOB - but not sure if that's what you are asking?

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Hi Mark,

 

It was for Motor or Home Insurance.

No it wasnt creating our own, this was producing the system derived documentation.

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Hi Mark

 

Pretty sure Motor can be produced from APM - but Home needs a record in Core back office. It's the crazy world of OGI quirks I'm afraid - a result of some poor decision making a long while ago

 

If I'm off the mark, or there are some alternatives, I'm sure someone will post up some options

 

M

 

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You might be able to do it via Brooms letters. I don't even know what system letter you mean.

 

One way to do it, is to append a frame onto the end of the Policy Amendment chain. The frame having a "Yes / No" field, from that trigger you can then use "INIT-LETTER" 

 

https://www.opengi.co.uk/support/onlineguides/#Subsystems/CoreSchemeToolkit/Creating_A_Diary_Entry_Using_WRITE-DIARY.htm

 

Frames and keywords for Motor Writer is here.

Edited by GremlinIT

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  • Posts

    • 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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