CATEX implemented a major posting of enhancements to the production systems.
The new features are currently available on the test systems. Following is a list of the new features sorted by functionality.
SYSTEMWIDE ENHANCEMENTS
MARKETING MODULE
Prospect Strategy Documents & Visit Logs
1. PDF Prospect Strategy Documents.
2. PDF Visit Logs.
3. Select contacts in visit logs.
Please click here for more detailed information.
PLACEMENT / PROGRAM MODULE
Placement and Program Board Filters
4. Added business team and account manager filters to submission report.
5. Added business team and account manager filters to Contract activity tracking report.
7. Added columns and filters to Contract activity report and export.
10. Reinsurer overview.
12. Add renewal period filter to Program board.
Premium Section Modifications
8. Fixed/Manual premium section and statement.
9. Add cedent discount to adjusted statements.
11. Added Adjustment Basis Types.
Contract & Layer Modifications
6. Ability to enter Contract ref # on the add Contract screen.
14. Change "None" to "N/A" when selecting perils in the Contract.
15. At least 1 insured is required for Facultative Contracts.
16. Display reinsure's city and country when adding to a Contract.
Risk & Premium Bordereau Upload
20. Batch Premium Bordereau Upload.
21. Prevent multi-submit (double-click) for Bordereau upload (already posted to some systems).
22. Batch Risk Bordereau Upload.
23. Validate that Bordereau header coverholder name matches the premium section's coverholder (already posted to some systems).
24. Premium Bordereau Report.
Claim Bordereau Upload
18. Claim Bordereau Upload.
19. Default Claim Update Table adds to cumulative.
Please click here for more detailed information.
CLAIM MODULE
26. Expanded cedent Claim reference number.
Claim Update Table Modifications
25. Specify loss adjustment expenses in the Claim Update Table.
Please click here for more detailed information.
STATEMENTS MODULE
Earned Entries
17. Earned Entries.
Post to Ledger Enhancements
27. Specify ledger date when voiding items.
28. Linked system post to ledger function.
29. Ledger date default for voided statements/invoices.
30. Ability to change statement status from DRAFT to Notice-PTL.
Company Open Balances Report
31. Added Open Balances Report.
Premium Payment Warranty Report
32. Added statement details on the premium payment warranty report.
Statement Reporting
33. Aging report "as of" date filter.
34. Statement board export now exports date fields as dates.
35. Return brokerage original and outstanding amounts in the statement detail board.
36. Use company information for statements / invoices when the contact does not have all data.
Payment Due Date
37. Revise payment due date when statements / invoices are open in case of extensions.
Statement Audit Log
38. Audit statement status changes (view audit log in the statement view).
Statement of Remittance Reformatting and Modifications
39. New Statement of Remittance report filters for status and Statement of Remittance date.
40. Update Statement of Remittance to "paid" status when used in a receipt Application.
41. Statement of Remittance as of date.
42. Export Statement of Remittance to excel.
43. Statement of Remittance for all currencies.
44. Statement of Remittance by company role.
45. Display return premiums in Statement of Remittance.
46. Display A/P's as negatives and A/R's as positive values in the Statement of Remittance.
Please click here for more detailed information.
PAYMENTS MODULE
47. New filter on the Cash Disbursement Board.
Cash Receipt Application.
48. Counter party in apply receipt.
49. Payment receipt date column and filter function.
Cash Received & Applied Report
50. Voided cash entries excluded.
51. Write offs and miscellaneous charges included.
Statement of Remittance Modifications for Settlement & Settlement Offset
52. Added Statement of Remittance identification to cash disbursed voucher.
53. Statement of Remittance number in cash Application.
54. Select Statement of Remittance when applying a receipt.
Settlement Offset
55. Voiding a Cash Disbursement voucher for a settlement offset voids all associated CDVs and its receipt Application.
56. Open offsets (brokerage only).
57. Settlement offset (can not offset co-brokerage due and return brokerage).
58. Settlement offset (can not offset using return co-brokerage).
59. Open offset settlement, found by selecting receivables and payables when applying a receipt.
Please click here for more detailed information.
REPORTS MODULE
65. Added client estimates report.
Brokerage/Income Reports
60. Displaying cedent discount.
61. Added columns to paid brokerage report.
62. Added columns to booked and paid brokerage reports: Payment Due Date.
63. Added sort order to booked and paid brokerage reports.
64. Added business team and account manager filters to brokerage income report.
13. Select whether currency filter applies to statement currency or paid currency in the paid income and paid premium reports.
Please click here for more detailed information.
LEDGER MODULE
66. Closing Report filter changes.
Fiduciary Controls
67. Ledger Imbalance Report.
68. Symmetric Ledger Faults Report.
Please click here for more detailed information.
ADMINISTRATION MODULE
71. Ability to view company from view contact screen.
72. Ability to sort currency drop down menus.
75. Extend cookie timeout by one day.
Deleting Company, Contract, Contact or Document
69. Delete company.
70. Delete contact.
74. Display a flag when a given object has deleted documents.
73. User Check-in/Check-out Board.
New Administration Roles
76. Statement Payment Due Date Administration role.
77. Statement of Account Administration role.
78. Statement Post to Ledger Administration role.
79. Disbursement Group administration role.
Please click here for more detailed information.
CERTAIN SYSTEMS ONLY
DOCUMENTS
10. Turkish Translations.
11. Insurance documents tied to coverage instead of submission.
Textmark Modifications
5. Contract reference textmark (Our_Ref) (already partially posted to some systems).
6. Type of document textmark (Document Type) (already partially posted to some systems).
7. Recipient legal name and address textmark (Recipient Address) (already partially posted to some systems).
8. Cedent legal name textmark (CedentLegalName) (already partially posted to some systems).
9. Legal company name textmark (REINSURERLEGALNAME).
Please click here for more detailed information.
PLACEMENT / PROGRAM MODULE
Contract Modifications
12. Edit contract status to NTU.
14. Added "Lost (BOR)" as a contract status.
13. Insurance risk line of businesses match commercial insurance cover types (alters reference generation).
17. Default contract to In-Force (Active) after binding contract.
18. Extend gross receipts fields to 15 characters.
19. When editing a submission / policy, have the option to copy the operations description to existing underlying Coverages.
Placement & Program Board Filter Modifications
15. Filter submission and policy boards by broker reference (included in previous post).
16. Filter submission / policy boards by account name.
Please click here for more detailed information.
STATEMENTS MODULE
20. Restrict multi-statement to notice-MS status only.
23. Edit statement payment due date only when the statement is Notice PTL status.
25. Hide disbursement group creation filters for CDV Id and company.
Statement of Remittance & Claim XSL's
21. Statement of Remittance XSL for cedents.
22. Statement of Remittance XSL for brokers / pools.
24. Added loss location and cause of loss to Claim XSL.
Please click here for more detailed information.
ADMINISTRATION MODULE
4. Legal company name required.
Statement Validation Board
1. Statement Validation Board (found in menu).
New Statement Roles
2. New statement security role: statement broker.
3. New Statement Security Role: Statement Technical Assistant (different from current security role "Statement TA").
Please click here for more detailed information.
REPORTING
26. Pivot Point Reporting Services Updates.
Please click here for more detailed information.