Jump to content

Record Purge in OpenGI


Mar Rainsby

Recommended 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!

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

    • So #BIBA for Real is back! Anyone else going?    Handy Tip - "Speak to more people you don't know, than those you do know"   You can thank me later - with flowers 🌻 💖
    • "Warning re Sanctions Checks on #OpenGI"   This post is now available in the Public area of the Forum for review and comment 
    • 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 ...  
    • So, we find ourselves in modern day unprecedented time.  Governments around the world are applying strict sanctions against Russian companies and individuals and it's being made very clear that action will be taken if those sactions are ignored.   For most of us, this will not be an issue but what if you do have a sanctioned individual or company?  Are you checking?  Are you relying on Open GI Sanctions checking?   First of all, have you got Broker and Prospect Amendment completed under sanctions checking to review Commercial Risks?  Using the Level 1 Contacts on a Commercial master frame will also Sanction check whoever or whatever you put in for review.     However, what about your personal lines clients?  The client level is checked sure, but what about the contacts you've added??  Well, if you're not aware, be aware.  They don't get checked.  So, if you've corrected added a contact for a joint policyholder on a Home policy for example, just hope you've either got them insured in their own right somewhere or that they are not called Abramovich!     The point of Sanctions checking is that you have a record of the checks, in the event of something being highlighted.  Open GI have gone to the trouble of making this work for the Commercial risks but not Personal Lines.   However, your User Group Committee have raised this issue and will continue to apply pressure until something is done.
×
×
  • Create New...