Mark Sollis

Hi @Clare Carter I probably cant advise on day to day use / issues, but may be able to help although not sure of your question Are you still on Virtual Cabinet (VC) and how are you trying to print on OGI - and what / where from Also - I'm pretty sure there are minimal issues with transferring to OpenAttach - what are the concerns there?

Hi Andrew I do have a copy - but you can get them / best to get latest copy from the support site - presumably you have a registered account?? Just go to the link here RMAR Reports and Spreadsheet Any problems come back and let me know!

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

Hi James - that's a heap load of experience and some great tools being used - I now know where to go if I have questions! Any hints or advice - feel free to share

Hi Dave - welcome to the Forum!! Good to see you are re-using your long held OGI skills again - and I'm sure if you have any questions, there will be lots of answers to be found here. Any questions - fire away! M

Hi Val - I've not heard this being an issue generally - very strange. OGI will be best to investigate. Would be good to know the outcome!! Just a thought - is it only the extract / csv with the issue - or does the full printed report still not report these?

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 …

Great to meet back up with the Open GI User Group Committee after soooooo many sessions on remote links Breaking bread face to face is much more pleasant than a cup-of-soup in between video chats Exciting times ahead for members and lot's of new stuff coming from Open GI

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 ...

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)

OK - But you do have InfoCentre? That would be my tool of choice. Any reason why you need to use DBE?

Hi Mar Is this an extract from your server - or as a migration from another OGI system, ONTO your server?

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 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 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

OUCH! So where were the hosts hosted and by whom?

Not 24 hrs before your post! A despairing mini-rant criticising the very response you received. Feel free to add a real life instance on there - Typical Standard Response Warning

Makes no difference if they're not thirsty

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 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

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

Sounds like the usual "Let's wait until it happens and then we will do something about it" kind of approach That approach went well with the NHS too ...

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.

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!

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: Specification - Make sure you have a spec of what will - and what wont - be transferred 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 Prospects - Do you use APM / Prospects - and what will happen with these records 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? 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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