Export statements - Mass statements generation
- Lango: Language and translation manager
Entering the Preparation of Insurance Reports
To automatically generate reports, the menu Insurance Reports Export.
When clicked, the user opens an overview of insurance reports.
For each batch of reports (e.g. for an insurance company), the user prepares a report card.
Field:
Batch Code
The user enters a batch designation
Description
It is used to specify the content of a batch of reports
Date From
The user enters the start of the period for generating reports
This data is always changed by the user before starting the report generation (updating the period)
Date To
User enters the end of the period for generating reports
This data is always changed by the user before starting the report generation (updating the period)
Last Starting Time
The system will automatically fill in the date and time of the last start of automatic report generation
Last Finish Time
The system will automatically fill in the date and time of completion of the last automatic report generation
In the rows of the export tab, the user selects the reports that the batch will contain:
Insurance Report Code
The user selects the report code – this is the definition of the relevant report. Based on the code, the system writes the following fields from the report definition:
Insurance Company No.
Insurance Product No.
Framework Agreement No.
Report Type
Generate
If the user ticks this field, the system will generate a new report after starting – it will select the next report number from the number series
Export (Export)
If the user ticks this box, the system will create a new file after startup and save it to the folder specified in the card header. The file name consists of batch code + report code + creation date
Release
If the user ticks this box, the system will generate and issue reports and perform actions according to the type of report – for "additions" he writes the Date of reporting to the insurance company, for "disposals" he writes the Date of check-out to the insurance company, in the case of "trunk" he marks the calendar lines for the insurance company as Blocked and Sent
The next part of the lines is completed by the system at startup:
Statement No.
Completes the system when a report is generated. No. of the statement from the number series. By clicking on the number, it is possible to open the report card
Generated Lines No.
Calculated field – number of insurance contracts (rows) in the report. Click on the number to open the statement lines
Last Run
The system will indicate whether the execution ended successfully or in error
Last Starting Time
The system will mark the start date and time – the start of report creation
Last Finish Time
The system will mark the date and time of completion of report generation
Error Message
If the report generation ended in an error, the system records the reason for the unsuccessful report generation and moves to the next line (generating the next report)
Run Function
To start generating statements, the user selects the function Run on the insurance reports export tab.
As the action progresses, the system fills in the data on the export card lines.
The user can run the export repeatedly. E.g. the first time you run it, it only enters generate. After checking, it removes the generate check mark and ticks export and release. In this case, when restarted, the system does not create new reports, but only performs functions related to export and release.
If the user lets the checked field generate during repeated execution, the system creates another statement and overwrites the field on the line Statement No. and Number of Generated Lines. The original statement card exists and can be opened from the overview Insurance Statements, but there are records from the last run on the row.
If the user had a check box at startup Export And when it wants to export again, the system will ask if it should overwrite the already created file.
At Export The system creates a zipped file into the Report Clipboards on the Roll Center.
After clicking on the selected record, the system will download the export to the downloaded files of the computer.
If an error occurred during export, the system created an empty file. This is a warning for the user to check the export tab for the error.
If the report export is error-free, it can be opened.
If the check box has been checked Issue, No. of Generated Statement Lines = 0 because the statements are converted to Issued statements.
Error message and rerun
If the system encounters an error while creating a report, it logs an error message and moves on to the next line.
After checking and removing the reason for the error (e.g. if the fuse is on the change copy, the user takes over or deletes the change copy), the user can start the function again. In rows that the user does not want to re-create in rerun, just remove the check mark in the columns Generate, Export, Issue.