Product Setup Functionality
IDIT™ provides users with the ability to:
- Create new products based on existing assets and existing flows (and add additional metadata fields & validation criteria)
- Update existing products (premiums, cover, assets)
- Maintain product workflows
- Maintain product renewal rules
- Maintain product underwriting criteria
- Maintain product commission schemes (including agent, co-insurer and re-insurer splits)
- Maintain product payment methods and their influence on the policy
- Maintain a product currencies list
- Add up to 5 attributes to an asset type and maintain them
Policy Setup Functionality
IDIT™ provides users with the ability to:
- Create and update workflows per policy administration actions (e.g. renewal, endorsement)
- Maintain payment scheduler behavior (additional premium collected in one payment, split by remaining installments, etc.)
- Maintain administration costs per policy administration actions
- Maintain a list of policy action reasons and build workflows based on actions and endorsement reasons.
- Maintain policy administration authorizations and levels of approval (e.g. first signature, second signature)
Customer Relationship Management Setup Functionality
IDIT™ provides users with the ability to:
- Maintain contact affinities and link between contacts and their affinities
- Maintain contact statuses list and business rules based on contact statuses
Insurance Accounting Setup Functionality
IDIT™ provides users with the ability to:
- Maintain the links between policy processes and accounting transactions
- Maintain the links between transactions and journals
- Maintain the links between IDIT™ accounting transactions and the company GL
- Maintain the links of system currencies and their exchange rate types (USD, USD NATO, etc.)
- Maintain a list of manual transactions
- Maintain a list of possible payment terms and their behavior
Claim Setup Functionality
IDIT™ provides users with the ability to:
- Maintain a list of claim contact roles
- Handle claim contact roles, their relationships and behavior
- Maintain the structure of the claim damage tree and the relation between the tree and claim damage codes
- Set the claim damage tree according to the relevant policy asset type
- Maintain the relationship between cover types and damage codes (via perils)
- Maintain the template structure (list of lines) used both for claim payments and for claim reserves
- Ensure use of the correct templates for claim payments and the rules that control them
- Maintain default reserves that can be set by rules
- Maintain claim irregularities
- Maintain the claim payment state machine (first signature, second signature, etc.)
- Maintain the claims workflow (based on damage, status and product)
Workflow Setup Functionality
IDIT™ provides users with the ability to:
- Maintain actions – add/update/delete action and build action workflows
- Maintain manual actions – build a manual action tree – add/update/remove an action in the manual action tree
- Maintain events – add/update/delete event/follow-up details, update manual event details: expert details & the relevant context
- Maintain documents – add/update/delete document types and set cataloging details for incoming documents
- Maintain queues – add/update/delete queues: queue general details, queue handling types, queue follow-up assignment
- Maintain handling types – add/update/delete queue handling types
Documents Setup Functionality
IDIT™ provides users with the ability to:
- Maintain outgoing document templates
- Link templates per document type and language and associate overlays to templates per sub-agent
- Download tags for the Template Creator – tag tree for the ODTE tool (Outgoing Document Template Editor)
- Refresh all templates – refresh all system templates in one click
- Maintain document headers/footers – add/update overlays per sub-agent and language
- Link documents to any workflow
Security Setup Functionality
IDIT™ provides users with the ability to:
- Maintain system users – add/update user details: password, profiles, roles, privileges, position in company hierarchy
- Maintain system roles – add/update role privileges
- Maintain user privileges – add/update privileges
- Maintain user profiles – add/update profile details: intermediary channels, brand company list
- Update general defaults: maximum amount of login failures and password structure
General Setup Functionality
IDIT™ provides users with the ability to:
- Setup all the reference tables in IDIT™ which are not covered by a specific setup wizard. The fields are formatted by type, and can be configured for validation, formatting etc. using the Metadata Manager
- A Security Module enables administrators to decide which activities can be performed for each table: what is permitted to add, remove or update per a given record or set of records
Interfaces Setup Functionality
IDIT™ provides users with the ability to control:
- Service call timeout changes
- Service call number of retries
- Service server name and port
- Service location of schema files
- Mapping changes & additions to fields already in the schema (using XSLT changes)
GUI Setup Functionality
IDIT™ provides users with the ability to control:
- Change page step order / appearance
- Change conditional page order / appearance
- Modify screen fields (remove or add existing attributes only)
- Maintain validation types in the system
- Maintain all the attributes of a field in a screen: label, tooltip, help per field, formatting, and relevant validation criteria
