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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! How to create a data capture frame

Its put there for stress purposes !, ???

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

Hi Claire, We took on INVU back in 2008 and still use it today in its Virtual Cabinet guise. No issues with printing from VC whether that be to network printers or pdf and there are also options to send from VC to email which can be useful. Overall, we remain very happy with VC so have seen no real advantage to move over to OpenAttach. One little issue is we never managed to get the automatic indexing / filing of standard OGI/OpenWord letters and emails into VC. We just click a few buttons to file them manually. Happy to chat through further if you wish - I will be at the Members day this coming Thursday Darren

Hi Started on Misys around 1990 in the SW London area and now with Kounis. Am back on Open GI after a 8 year gap !! Its changed a bit with the open word etc so getting to grips with it and seem to have been handed the OpenGI management duties !!

Interesting (and frank) interview from the great Thoughtworks when they spoke to Simon Badley, CEO at Open GI If you have or looking to buy into an Open GI system and want to know what on earth is going on at OGI Towers, give this one a watch. Click the video - or follow this link Well worth the 40m over a cup of tea - & in your comfy slippers ... 1883305331_OpenGIAcomfortablepairofslippers-SimonBadley.mp4

That timing.

https://www.theguardian.com/technology/2021/jun/14/ransomware-is-biggest-online-threat-to-people-in-uk-spy-agency-chief-to-warn I recommending reading the full article but what might be on the horizon:

The real question for Open GI is why is only 1 browser supported? Why do you think that is? 10 points for each correct answer …

Open Attach hasn't changed. It should be a database, more secure, better control over user access, find and retrieve files more quickly, et cetera. Now everyone is being pushed to use MS Edge. I thought I saw a notice that you could use Firefox or Chrome, that seems to have been retracted and no one in support knows anything about it. Not sure I want to trust payments to a web browser, which is made by the some company that produces Windows, which has 50-100 vulnerabilites each month with 1-6 of them being zero days.

If you have locked yourself out of a PC by forgetting the administrator details, you can sort it out by buying a Razer mouse! https://www.bleepingcomputer.com/news/security/razer-bug-lets-you-become-a-windows-10-admin-by-plugging-in-a-mouse/

It will be interesting to see the results of the shake up in a year or two.

I don't know who was hit. It was on premises hosts. Basically, everything Windows on their network was destroyed. Could possibly have something to do with this.

I don't use Linked In. Good post. My colleague had that all the time, would ask OGI support, "How do I do this?" and would receive the answer, "It can't be done." A week later they would go back to OGI with, "This is how you do it." Now they don't even bother to log tickets with OGI. If OGI cared and had enough staff to put more time into working these things out with my colleague, then they would have an over all better product and better service.

Latest response from OGI: My response: I don't know why development did half a job of it in the first place and that getting this on their enhancement wishlist is such an uphill battle. Anyone else want to log a similar request and join the chorus?

Oh, they are. They only want the yellow liquid someone else is giving them because they were convinced, somehow, that it is lemonade.

It was initially fired across our bow as a full replacement, something that would address all the shortcomings of Tripos + Java and Open-I would be phased out in a few years. Those few years have already come and gone of course.

LOL - I've heard their software called somethings, but never this! Anybody who is an entrenched OGI User would find Mobius falling short in lots of areas methinks and tbf - it's not meant as a replacement. I was told once, the answer to the question "what are the differences / what are the gaps?" was met with "It's irrelevant - they are different". Not sure that approach would ever win over any existing Core user

Great link - no business should consider themselves #safe

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.

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 products such as Microsoft applications, as well as helping you look at long term income generating options with better marketing and use of social media There's never been a better time to set the foundations of your future business - right here right now This is a limited availability offer and a number of daily call slots are allocated FCFS basis over the next few weeks. If I can't help directly then I'll be happy to advise best routes to get your pain sorted. If you could use some system help, process advice - or just need a quick answer to an urgent issue, then get in touch. If you are a valued User Group Member we have agreed to offer twice the allocated time to assist. No strings. No Fees. No catch. Leave your details at the link here and I'll be in touch by return #karma #network #freehelp #OFP #resultsdontlie

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 your OGI systems or associated applications, just get in touch with us and book your FREE call Guaranteed 150% - No strings. No Fees. No catch. Leave your preferred contact details at the link here and we'll be in touch #karma #network #freehelp #OFP #resultsdontlie

Thank you Mark for the info I have logged it with OGI and they are looking at it.

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 @JamesStill Just needs a bit of lateral thinking to get the right solution at the right cost. Just seems a knee-jerk "Ch***zillion" estimate for a solution that probably could be done better and at lower cost if the issue was better investigated and scoped

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 this might be a Support call rather than additional bespoke solutions? Also, I've probably misunderstood what you're trying to do, plus @Mark Sollis and @karl definitely know more than me, so might well correct me anyway! However, when I had my training, I was told to use "Views" rather than "Tables" when I was setting up my reports. As such, I end up with the option of Criteria which allows me to restrict the return of data to, say, a specific date range. So, if I run a report, I include the table "ic_braccesshist". I can link that to a brpolicy to see the whole Access History but then if I create Criteria for the date range I need, it only returns the relevant info? Like I said, probably way off the mark, so apologies if I am.

Hi Steve We use RWA Aviva Development Zone to undertake training modules which also logs our CPD and we can produce reports from this if needed. This does obviously come at a cost. I am not sure if we need to submit any information to the FCA though as I don't get directly involved in this side of things. Clare

Hi Clare, We have our OPM set up to automatically export documents to VC when we either email and print and you are correct, this then attaches a pdf document into VC. As I understand it you can change the settings for Open Word in Open Product Settings to untick save pdf versions of documents. This then puts a word document into OPM and you'd just need to check with VC that it can be exported and saved as a word document. I think we've just got used to pdfs now! We weren't really informed of all the options when we started using Open Word I know we all leave the letter open in Word until we've actually sent it to the client so when checking if we notice a spelling mistake or something I can amend and re-send to OPM. I hope this helps. Let me know if you need any more info. Cheers, Kate

That's great thanks Mark, Happy to wait a bit longer for final confirmation if the discount keeps going up!

Hi Steve - Karl has pretty much covered what you need on this. (Thanks Karl - appreciate the Tag!) If you / anyone else needs assistance on this process or any general Open GI queries, feel free to get in touch here or via our web site

Hi Steve You should be able to generate emails via Database Enquiry. You would search with something like:- bpy.ptype Equal to pc BPY.Term.date Equal to BCM.Contactpref Equal to Email (Obviously add whatever parameters you need). Then select the 'Generate letters/diary notes/memos/emails' option; then 'Email Messages' Once you have entered 'Subject' etc. you will have different options on how to create the email body, I use a Word template. Obviously before any of the above you will have to setup an appropriate OpenWord template. Ideally for any batch printing/emailing you would use OpenDocumentCentre but dependant on the volumes you run at a time OPM should work. You will probably need to press 'send' on each email as they pop up though. Disclaimer: Always be careful when doing anything en masse! Test with a small number of dummy policies first! Remember, if you need any help with this - Mark Sollis is a consultant who offers such services. Kind regards Karl

Hi Pete, We use Truckwriter, and it has never prompted us, they just run out !. having said that while we don't do bucket loads of CV business on EDI, majority of our providers have set the number range at 999999. Is it by any chance Aviva that needs them doing ?, as last week we had to "TRY" and update and issue some new Aviva policy numbers (first time for years) and we still are trying to sort it !, the Truckwriter POS software was confused, all messed up, Aviva didnt know how top reset using RMA commands. And agree with Mark, it is not connected with Open Suite, it must just be a coincidence. Happy days.

You should have #96 in Prospect Control so all new prospects are checked when created. You can also set under #97 to also check when converted. Also, #98 is where you set how often you want prospects rechecked during batch checks. We recheck all clients every 30 days.

sorry to be a pain, but I asked a question the other about 5.82 and im getting answers/replies but i cannot reply back to any Why is this?

What about trigger docs? if you send a trigger doc after ipid it should print all docs for that client?

... and I think that's a setting in the OpenSuite config file ....

Creditline + is really good, being able to process payment/allocate to OGI in one process is the main advantage to other solutions. In a previous life we even linked it to our phone system to fully cover PCI DSS compliance (client keyed in cc number so we did not have to pause record) - but that was fairy expensive to do at the time. You will get the odd blip when payment has gone through but not allocated to OGI but you will have access to an online portal to check payments received if get one which has supposedly failed.

Hi Clare Oh OGI, how funny are you guys... They have no idea what supports what. They've created what is basically an incredibly flexible system but because we can all do different things, they just go back to "not supposed to do that". In the defence of the Support team, they "support" the designed processes of the system, so if it's a useful "mistake" in coding, they'll not get involved. OpenPrintManager isn't designed to support anything really, it's just a glorified print queue. It'll do whatever Core (Brooms) or Windows tells it to. That's why proposal forms print off single sided normally along with printouts etc. In simple terms, OpenWord letters obey Windows rules and Brokerlink (prop's etc) obey OGI rules.

Have you looked at competitors' websites to see what they state they will be doing about it?

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

Coffee-MP4.mp4

Perfect - thank you for that

Hi - there's no automated way to do this - unless you have additional software from OGI already installed. Given you have to complete the detail following contact and consent discussions with each customer, there is little point in adding it globally anyway as it still needs to be updated case by case - at a given touch-point. Better to build the "adding and completion" of this frame into your MTA / Renewal processes and track update and completion via reporting methods from the system to ensure you are on target. If this is a "valuable" exercise for your business and you want to promote completion of your "consent" data frame, then why not have a monthly award / voucher based on percentage of data completed per agent / operator? Either way - likely this will take 12 months to capture all the detail - unless you are planning a big bang mass marketing / contact / telesales campaign to every customer you have - as long as they have consented to such contact in the first place .... see ICO Fines here for current practice - pre GDPR Hope that helps!

Hi Stuart - then you will want to use either Option 13 or Option 17 in the Prospect Control set-up on the Prospect menu where you can set the screen to appear. Not sure that's the best workflow - as this just saves the preference detail as part of the risk - when you may really want to save client preferences as part of the client detail screens. There are other options too, if you have Toolkit solutions but hope the above helps!

Hi Karl - yep it's pretty straight forward as you say. There's also lots more to do though - even once you have the £2.3k "frame". Speaking with a few brokers, they are looking for ease of data entry, methods to track uptake, best workflow practice, report output and data refresh cycle management. I know there is some info from OGI - and every broker needs to qualify exactly what they are getting for their money. As always - it's best to see it with their own eyes and ask the right questions for their own business so they can make an informed choice - to either Take up the offer - because it gives them everything they need at an acceptable TCO Build it themselves and try to understand all the peripheral changes required to make it work or Save 87% of the OGI price and go elsewhere using expert advice and delivery of a full solution The User Group can also assist - although ultimately it would be a self build. A lot of brokers will be happy with that option too

I saw the demo for the frame today, I could knock one up myself in less than two hours lol.

Yeah, I just looked and I created a back office doc with a Calculations box in it containing:- select btx find last where [BTX.Trantype] eq "r" [YCT.Date2] is [BTX.Dt.raised] [YCT.Var1.2] is [BTX.orig.debt] Then just include as text document within your OpenWord template and set the YCT variable as needed to display latest renewal transaction info.

Thanks Mark and hi there Lesley and Kate My first question is where is the e-mail being initiated from? If it's anywhere other than the Transaction itself, the BTX and BLT related original debt won't work properly because it needs to know which one it's looking for. Obviously, this does make it a pain when trying to attach Renewal Schedules from OpenPrintManager. I'm looking into ways around it. I'll keep you posted.

Please can I be the caddy? - I hear they are well paid - Hehe!

APM & BROOMS LETTERS Different keywords for each AAAGGGGGHHHHHHHHH WHY !!! Ok well I understand why from a computer technical point of view. However from a user point of view it is a right pain in the err document maintenance !!! OpenGI could if they wanted make it so letters would work from either brooks or APM to save us poor users much headache

Afternoon All, I assume, like me, you have begun to receive info from insurers relating to green car issuing for motor policies pre & post Brexit. My question is, I assume I need to contact all with a motor policy and advise them that the EU coverage on their cert will possibly be invalid on their certs. Is there a way that I can send a "Group" email mailshot to all clients (obviously observing GDPR) for those that have requested email cores. and a letter to each client that has preferred post? What I am trying to get at is other than going into each clients diary page and manually requesting can the system do a group sending? I have OA/OPM if that helps, do I need more software? This could also assist us with the "Newsletter" we are planning on sending later in the year as well. Thanks Steve