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  2. If you want to know who won this year in each category, follow the link below Insurance Times - Tech & Innovation Awards - 2020
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  4. EXTENDED OFFER Even though "lock-down" has almost been confined to the history books, there's still lots of uncertainty across the UK Restrictions and limitations are impacting businesses every day and worse still, the uncertainty looks continue for a while yet Whether you need more knowledge or just better insight, at OneFiftyPercent we want to help as many Open GI brokers as we can If you want to re-boot your business or take away current system pains there is no better time than the "now" For help with any aspect of yo
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  6. 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 nigh
  7. 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
  8. Please find attached the Membership benefits for 2020 OGIUG Discounts 2020.pdf
  9. Thank you Mark for the info I have logged it with OGI and they are looking at it.
  10. 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 (an
  11. Hi we are setting up ODC printing - the file reaches the server queue in OPM and file is shown there however the export part is not working . The document in OPM displays a X and the following into a ( "is an invalid expanded name , has anyone come across anything like this before and know what the issue might be. Thanks
  12. Public Service Announcement As an independent Consultant, I have over the last few weeks had calls from a number of brokers asking how they can operate best during the lock-down & how they can service customers more easily We all need to get through this together & one of the things I wanted to do in some way, was to help people across my networks - no strings attached So I'm launching an offer of a FREE phone call with REMOTE HELP covering any aspect of your OpenGI system and / or broker business functions. This also includes business related prod
  13. Great news - glad to hear some sense has been applied 🙂 I'll drop you a PM here as well - #thoughts
  14. Hi @Mark Sollis, We're going with getting a custom dev done for the deletion of access history records. Out account manager Phil Brown has done a good job getting the cost down. Just waiting on sign off internally right now. Fingers crossed that'll solve the problem for us. At least we can do full refreshes without it taking forever Hope you're all staying safe these days
  15. Hi James - any updates on this - really interested to see what the outcome was And FYI for anyone in the same position - I've actually defined the solution that actually works 🙂 - happy days! 😷
  16. Adding new fields does not (should not!) require a bulk insert. If it's the case that anyone needs to, then a fix is required from Open GI imho. The whole premise for th£ upgrad£ to IC "PLUS" was to solv£ the n££d for bulk ins£rts when - tables (frames) were added, fields were changed or, new VT entries made (insurers etc) We all have to demand the best solution and get OGI / help OGI to fix what is broken - otherwise it will never change and we will all be running bulk inserts everyday for the rest our lives - which is what we did before ICPlus was launched. #petpeeves
  17. Yep, first thing I have to do after adding new fields is run a bulk insert
  18. Wellllllllllllll I'm not sure #OpenGI "support" keyword changes - I suspect it's an oversight but can be useful for sure. Strange that the ICP table is OK but the view is failing - why does 'SELECT * FROM' need to know the column names Yep - sounds like a fault feature that needs to be resolved 🙂
  19. Just wanted to say thanks to all for the feedback. One thing I have found with ICP - do not change a keyword name unless you're planning to do a complete refresh afterwards - every time you edit on of the records you'll get ICP errors in the logs and the ic_view will not update (the ICP table is ok). We've also found that sometimes new fields being added do not get pushed to ICP at all (we're raising a call about that now). Kind regards James
  20. Hi all Anyone using Sanctions check in anger? Had an issue which I couldn't fully resolve or pinpoint where the list is often short of name data. On closer inspection the names are blank when the Forename is not completed (often the case on non-writer products) - and the report seems to "assume" that if there is no forename, then the BCM.Name is irrelevant / not used / not printed. I'm probably completely wrong - I suggested they raise with OGI - just wondered if this is a known factor across the user base? #askingforafriend
  21. Correct - but as @JamesStill says - there are issues if refresh/insert is not run at least weekly which is what he is having to do. The whole point of ICP was this is not a requirement So - I'm with you - that this is a "fault" if problems occur with replication of data - and should be reported to get fixed. Otherwise, its not doing what it's supposed to be doing . Meanwhile - James still need's a solution. Speak to the Account Manager - on both counts and shelve the £xx,000 estimates
  22. @Mark Sollis I'm assuming these lead times should resolve once ICP is running as intended and without the repeated full updates? If the system is "up to date", which it should be, in real time, then the return of info should be relatively quick, especially if restricted to a shorter date span? Or have I got my wired crossed again? I guess my take-away from this is; Solution is to go back to OGI, either Support or personally, I would go to my Account Manager and ask them to look into possible problems with ICP data feed. Maybe even ask for an Eng
  23. Agree - It should be noted however, that the ICP upgrade was promoted (sold?) on the basis the new features meant it wouldn't need a refresh when new tables / frames / insurers / execs were added - so would question any need in those circumstances tbf. Yes - once in a blue Monday moon to make sure all is in synch - but low level hiccups should be managed by the app and it's processes to "catch up" any missing changes As far as the views go, you are correct to maximise performance on SQL tables of a size - but this won't solve the transfer times described by @
  24. In respect of the Purging, this is an Open GI User issue for everyone and so will be raised for discussion at the next Committee meeting. Would you agree @Mark Sollis? Purging was designed in the day when people wanted it as an option but rarely used it. So it allowed you to pick and choose how much you cleared, which might still need to be on offer. However, personally, I would like to see a packaged "Purge" where based on a set of criteria (including the option to exclude certain policy types or frames and dates), then out of date policies will go if a live one rema
  25. I'm going to chip in here and I'll start by saying I've only been "using" ICP for about 6 months and I'm terrible at it. First off, as far as I understand it and for me that has to be layman's terms for ICP, the system only updates the changes to the system, thereby using minimal system resources? It definitely shouldn't need a complete refresh unless you're enquiring on new frames that have just been added? If you're doing a full refresh, that sounds like a system error likes @Mark Sollis mentioned earlier. Perhaps something from IC is causing a conflict? Would suggest that th
  26. Hi James I run the command run icptrans from the OGI server command prompt. If ever we have an issue such as missing frames (when new ones created) or scheme headers with spaces after them (when new ones have been added) etc. this is what OGI told me does a bulk insert which I understand to completely refresh the database. It literally takes around 15 minutes before Info Centre back up and okay.
  27. Thanks @JamesStill - all makes sense Thennnnnnnnnn thats a fault then isn't it?! If the current ICP solution provides a real time transactional reporting database - then it should operate and be performant. The whole campaign around (and upgrade cost of) ICP was so that bulk insert wasn't required and a data refresh was the exception not the rule. It's what everyone paid for on the upgrade. We need to help OGI get this right and get it fixed to do what it's supposed to do - no help to you right now though ... Your SQL code example in the OP takes u
  28. Hi @Mark Sollis @karl, Thanks for the replies, to take the points in order: 1. Occasionally data doesn't go into IC tables. There's a blip in the connection or maybe there's a SQL error (usually from a trigger (which we no longer use)) which rolls the change back. A data refresh will push any missing records from OpenGI into SQL. I have also found a few instances of ghost records, where records are in SQL but not in OpenGI and the data refresh doesn't fix them. Presumably the check is only one way - I can't really see anything reading each row in SQL and checking O
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