Jump to content
  • 0

data transfer between branches


Bryan Whitfield

Question

2 answers to this question

Recommended Posts

  • 0

Hi Bryan - of course!!

Apologies - there are a couple of answers that are applicable - and I was trying to formulate a coherent response. The "day job" has stalled my response ....

Let me complete tomorrow and I'll post up the options here. But of course - there are more questions than answers ..

 

Meanwhile - can you confirm (i) whether you use APM - prospect manager? Also - (ii) what data MUST you transfer as a minimum - i.e. 

  • Client
  • Policy
  • Risk
  • Diary
  • ClaimsWriter detail
  • PolicyNumbers
  • Insurer
  • OpenAttach documents
  • Transactions
  • EDI records

 

Or simply - is it just the Client / Policy and Risk pages?

 

Let me know - but will be back to you here tomorrow (Thursday)!

 

M

 

Link to comment
  • 0

Hi Bryan - have called the office a couple of times to talk though and dropped an email across earlier as it's a little complex in black and white

 

However and in brief, you can move client policy data to another branch "via APM" but is somewhat dependent on (i) what you want to move (see previous post) and (ii) what software you have installed (APM Prospect and / or APM Prospect Professional) 

 

If you have APM Pro - then the settings in Prospect Control to consider are 

 

18 - Allows Save Across Branches

27 - Search Across Branches

35 - Prospect to Prospect Transfer (probably not relevant to this solution)

36 - Default Branch for 35 - (again, probably not relevant to this solution)

39 - Showing Live cases in searches 

 

In Back Office (Core) you also need to use Broker Maintenance option

 

Other 3 - Include in Searches from Other Branches

 

Once the above is done, you can "pull" the existing branch record into the target Branch as an APM record and then Save to that branch as a new Live record. Best method to use for the "pull" is via a free form search on the postcode - all others aren't as fast or as complete (an OGI Bugg-ette if you try and use reference or name etc - as I've painfully uncovered ....). This method is useful if you are restricting / securing access to the main branch

 

Alternatively, you can load the data into the "current" branch APM from the live Policy record (Prospect / Load) - and do the "Make Live" / "Transfer" from APM and save it to the correct branch

 

Either way, there are still limitations on amount of data, there is some set-up to complete and there are some significant considerations - all depending on the actual reasons "why" you want to move the record. 

 

Hopefully the above will help, but if you need any further clarification, you have my number and happy to have a call

 

Thanks

 

M

Link to comment

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Posts

    • 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?  
    • Has anyone else come across this problem, we are getting quite a few cases where the renewal is not populating on the list.  OGI have been looking at this from the copy CSV lists we have sent them, but have not resolved this issue yet. 
    • Open GI Sanction Check Update!   Function shortfall now on the #OpenGI radar - watch this space! 
    • Partnership deals that are in the interests of Open-GI's profits and not the best infrastructure for their clients. HP - (30% returns from printers to servers when I worked for a HP partner. Haven't been pleasantly surprised with 6 more years of dealing with their hardware). Microsoft - Oh ook another 60 security holes and a zero-day (M$ product zero-days can only be fixed or mitigated by Microsoft) that has been actively exploited for over two months now. Sophos - Tavis Ormandy of Google's top security team, charitably wrote a 30 page paper, which concludes that the company was "working with good intentions" but is "ill-equipped to handle the output of one co-operative security researcher working in his spare time". Recently, they forced through Multi-Factor Authentication for their "cloud" management site (which has a really useless, coutnerintuitve and uninformative interface), that is completely useless in a ransomware take over, you could easily be left without access to your "cloud". They should implement physical keys if they are going to push for this, not software methods that can be taken over as part of an attack. 
    • 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 …
×
×
  • Create New...