bridge user guide - reports€¦ · web viewibm cognos connection is a database reports system that...

0Table of Contents

Version 2.4.83 Bridge User Guide User Guide - Reports

Bridge

User Guide - Reports

Version 2.4.83

iTable of Contents

Table of Contents

TABLE OF CONTENTS.........................................................................................I

INTRODUCTION...................................................................................................1

Guide...........................................................................................................................1

BORDEREAUX.....................................................................................................2

EXPORTING GRID DATA....................................................................................4

COGNOS REPORTS............................................................................................6

Guide...........................................................................................................................6

Cognos Toolbars........................................................................................................6Cognos Header Options.....................................................................................................6Cognos Tab Bar................................................................................................................. 7Cognos Main Toolbar.........................................................................................................8Cognos Grid Navigation.....................................................................................................8Cognos Grid Header..........................................................................................................9Cognos Report Toolbar......................................................................................................9

Cognos Core Reports..............................................................................................11Assured Summary............................................................................................................11Assured State Summary..................................................................................................12Distributor Commission Summary....................................................................................13Summary By Policy Term.................................................................................................14Individual Transactions....................................................................................................15Insurer Bound Premium Summary...................................................................................16Monthly Bound Premium Summary (Bound Date / Effective Date)..................................17Monthly Submission Status Metrics.................................................................................19Policy Term Register........................................................................................................22Policy Transaction Register..............................................................................................23

INDEX..................................................................................................................26


iiTable of Contents


1Table of Contents

Introduction

Welcome to the Bridge insurance access portal. The system provides a full workflow, from the administration of products and coverage, to the submission and management of individual policies.

Access to all features, options, and data are controlled by the settings in your user account. This guide is for users with access to the reporting features, for analysis of system data.

This guide assumes the user is familiar with the general functions of the system. For instructions on logging in and using common features throughout the system, see the User Guide - Introduction document.

Guide

The instructions are divided into the following major categories. Click a link to jump to the appropriate section.

Bordereaux Easy-to-use report system focused on retrieving data related to bound policies.

Exporting Grid Data Many grids throughout the system support data export. The filters and column organizations of the table itself define the data structure, and the full content of the table can be exported into a variety of file formats.

Cognos Reports Detailed reporting system with access to nearly all system data. This includes a selection of customizable core reports.


2Table of Contents

Bordereaux

The Bordereaux feature allows for the creation of reports which can be customized to show any number and variety of fields contained within policies created under a specific product. The report retrieves bound policies only. The output file is in Excel format, allowing for easy filtering and creation of charts and tables.

In the main menu, select Policies, then select Excel Bordereaux. The Export Settings page opens.

Fill in the export details.

Master Cover Select a master cover (product). The chosen master cover determines which policies are included in the report (along with the date fields below), and defines the available options in the Fields list.

Fields Last Retrieved On

Once a master cover has been selected, this field displays the date and time when the workflow was last published. This can be used to determine if recent changes to the workflow are included in the report.

Bound Start Date / Bound End Date

The Bound Start Date and Bound End Date fields can be used together or separately to control which policies are included in the report. Any submission that was bound before the beginning date or after the end date are not included in the report.


3Table of Contents

Note: The Bordereaux report performs an extensive search through the database for each policy. Specifying a wide date range for master covers with a significant number of policies could cause the report to take a while to generate.

Fields All fields in the workflow attached to the selected master cover are listed here. The fields in the Included column are included in the report.

Click Export.

The system processes the report, and a standard File Download window appears. Choose to Open or Save the report in Excel format.

The report includes the fields selected in the Bordereaux page, plus all common details from each bound policy in the date range for the selected master cover. This includes the following sections:

Policy numbers, dates, type, and status. Referral and/or Rejection reasons. Insured details. Distributor details. The calculated values for every premium type under the same Line of Business as the master cover. This ensures that any

premiums that were added manually are included in the report.


4Table of Contents

Exporting Grid Data

The content of a grid can be exported in a variety of formats, useful for reports or record keeping.

The content of the grid will be exported as it appears, so columns can be added, removed, and reorganized, and all data can be filtered and sorted. The export will include the information as it is displayed. If there is more than one page of data, the data from all pages will be included.

Once the data is ready for export, click the Export Grid button in the bottom right of the grid to view the export options.

Export root table This option is selected by default and cannot be changed.

Export selected child table

This option is unavailable.


5Table of Contents

HTML Exports the data into a new browser window.

PDF Exports the data as a PDF file that will open in a new browser window.

XML Exports the data in XML format into a new browser window.

EXCEL Generates an Excel file that can be saved or opened.

TIFF Generates a graphic file in TIFF format that can be saved or opened.

RTF Generates an RTF file that can be saved or opened.

TEXT Exports the data in Txt format into a new browser window.

Portrait / Landscape If the selected export format supports page formatting, this option will define if the output should be in portrait or landscape orientation.

Click Export Now to export the grid data with the selected settings.

For formats that generate a file, a standard Save / Open dialogue box will appear. Select if you want to Open the file in a suitable program, Save the file to your computer, or Cancel the export.


6Table of Contents

Cognos Reports

IBM Cognos Connection is a database reports system that runs alongside the Bridge system.

A selection of core reports have been provided, meeting the most common requirements. These reports can be exported, e-mailed, and even set to run on a schedule.

To access the Cognos system, log into Bridge normally, and click Reports in the main menu. The Cognos system will open in a new window. Login is automatic, using the same account used to login to Bridge.

Guide

Click a link to jump to the appropriate section.

Toolbars Describes the options available through the various toolbars.

Core Reports How to generate and navigate the default reports included in the system.

Cognos Toolbars

Most of the actions available in the system are accessed through the toolbars and icons throughout the main screen. These toolbars are described below, section by section. Many options are for advanced features that are not detailed here, so the listing below focuses on options relevant to the core reports and general usage of the system.


7Table of Contents

Cognos Header Options

The header options are at the top of the page and includes options for the entire system.

Log On Login and account validation is handled through Bridge. If you are timed out in Cognos, close

the window and click the Reports menu item in Bridge to open a new Cognos window.

Refresh - Reloads the screen to update information that may have changed.

Home - The Home controls allow a specific page or view to be bookmarked, returning to that point with a single click.

Home The default option, this returns you to your default or selected home page.

Set View as Home This options sets the current page or view as your home page.

Return - Only available when viewing a report, this option returns to the reports grid.

Help - Provides additional Help resources for Cognos.

Cognos Tab Bar

Multiple tabs can be maintained to group related folders and reports.

Tab Menu - Provides options for managing tabs to organize reports.

Add tabs... Opens the controls to convert folders into tabs for quick access.

Remove this tab Removes the currently selected tab.


8Table of Contents

Modify the sequence of tabs...

Opens the controls to reorganize the order of the tabs.

Scroll Left/Right - If there are more tabs than fit on the screen, these controls scroll left and right to access any additional tabs.

Cognos Main Toolbar

The main toolbar provides controls for navigation through the folders and tools for managing folders and reports.

Navigation Links This line lists all parent folders leading to the current folder. Click on a link to jump to any previous folder.

List View - This is the default view for the reports list, with columns displaying the report name, the date of the last change, and multiple options.

Details View - This view shows multiple columns of reports, with each report displaying the report name, the report description (if provided), the date of the last change, and a link to the options.

New Folder - Opens a brief dialogue box for the creation of a new folder.

Cut, Copy, Paste, and Delete

- Standard options for editing text or items.

Cognos Grid Navigation

The grid navigation tools can be used to move through the grid one page at a time, jump to the beginning or end, or restrict the grid to a specific range of entries. The grid navigation bar appears above and below the grid.


9Table of Contents

Entries These fields display the range of entries currently shown in the grid. These values can be entered manually, then click Go To , and the grid updates to show just the selected range.

Previous Page / Next Page - Navigates to the previous or next page in the grid.

First Page / Last Page - Navigates to the first or last page in the grid.

Cognos Grid Header

The grid header provides options for sorting and selecting data.

Selection Checkboxes The checkboxes can be selected for individual items in the grid, or the checkbox in the header can be used to select or deselect all entries currently displayed in the grid.

Sorting The grid can be sorted on either the Name or Modified columns. Click the sort icon to cycle between ascending order , descending order , and no sorting .

Cognos Report Toolbar

The report toolbar is available when viewing a report, and includes options for navigation, bookmarks, and export.

View in HTML Format - Select a format for the report. In any format other than HTML, the report will generate with the current parameters and cannot be changed.


10Table of Contents

View in HTML Format - This is the default format, and can be selected to return to the normal system when viewing a report in another format.

View in PDF Format - Generates the report in a PDF file that can be saved from within the browser.

View in XML Format - Displays the report in XML code format.

View in Excel Options - Select a format for Excel. The report will be generated as a file that can be opened or saved.

o View in Excel 2007 Format

- Generate the report in Excel 2007 format.

o View in Excel 2002 Format

- Generate the report in Excel 2002 format.

o View in CSV Format - Generate the report in Excel CSV format.


11Table of Contents

Cognos Core Reports

A selection of reports are included by default when Cognos is configured for a licensee. These reports cover the most common usage scenarios for many licensees.

Assured Summary

The Assured Summary report provides details about the number of policies by country, with the option to shift to another report to view the same results for individual states or provinces.

When the report is selected from the reports grid, it opens with the default settings.

Product Master Cover Select a single master cover, or select the default Product Master Cover option to include all master covers.

Distributor Select a single distributor, or select the default Distributor option to include all distributors.

Effective Date From/To Enter the dates, or select them from the calendar lookup , to restrict the results to policies that take effect during the selected range.

Click Run Report to refresh the report with the new settings.


12Table of Contents

The first level of the report presents the client policy statistics divided by country. The Gross Premium and Net Premium are provided with totals, as well as the Policy Count and Transaction Count per country. A pie chart (not pictured here) is also included representing the Policy Count per country.

Click a link in the Assured Country column to view the client distribution by state or province. This opens a new report, Assured State Summary, detailed below. As this is a different report, there is no navigation option to return to the Assured Summary Report. The report will need to be run again from the reports list.

Assured State Summary

The Assured State Summary report is accessed by selecting a country in the Assured Summary report, detailed above. This report provides details about the number of policies per client, divided by state or province.

The selected parameters from the previous report are passed to the new report, but can be modified.



Assured Country Select a country to view all results for states or provinces within that country. The available options are not limited to the results of the Assured Summary report.

Effective Date From/To Enter the dates, or select them from the calendar lookup , to restrict the results to policies that take effect during the selected range.



13Table of Contents

The report presents the client policy statistics grouped by state or province. The Assured column provides the client name, Gross Premium and Net Premium are provided with totals, as well as the Policy Count and Transaction Count per client. A pie chart (not pictured here) is also included representing the Policy Count per state or province.

Distributor Commission Summary

The Distributor Commission Summary report provides details about commissions earned by distributors per product, with the option to shift to another report to view the commissions for a single distributor by term or transaction.


Product Master Cover Select one or more products to include them in the report, or click Select All or Deselect All.Effective Date From/To Enter the dates, or select them from the calendar lookup , to restrict the results to transactions

that take effect during the selected range.



14Table of Contents

The first level of the report presents the premium and commission information per distributor and product, with the product identified by both name and code. The Gross Premium, Commission, and Net Premium are provided with totals.

Click a link in the Distributor column to view the commissions for that distributor broken down by term or transaction. This opens a new report, Summary By Policy Term, detailed below. As this is a different report, there is no navigation option to return to the Distributor Commission Summary. The report will need to be run again from the reports list.

Summary By Policy Term

The Summary By Policy Term report is accessed by selecting a distributor in the Distributor Commission Summary report, detailed above, and by selecting the View Summary By Policy Term option in the Individual Transactions report, detailed below. This report provides details about the commission earned by a single distributor, broken down by product and term.


Product Master Cover Select one or more products to include them in the report, or click Select All or Deselect All.Effective Date From/To Enter the dates, or select them from the calendar lookup , to restrict the results to transactions

that take effect during the selected range.

Report Selection Select the type of report to generate.


15Table of Contents

View Summary By Policy Term

This option will refresh the current report type.

View Individual Transactions

This option will switch to the Individual Transactions report, detailed below, on clicking Run Report.


This report presents the premium and commission information for one distributor, per product and term, with the product identified by both name and code. The effective period and Transaction Type are listed. The Gross Premium, Commission, and Net Premium are provided with totals.

Individual Transactions

The Individual Transactions report is accessed by selecting the View Individual Transactions setting in the Summary By Policy Term report, detailed above. This report provides details about individual transactions for a single distributor.


Product Master Cover Select one or more products to include them in the report, or click Select All or Deselect All.


16Table of Contents

Effective Date From/To Enter the dates, or select them from the calendar lookup , to restrict the results to transactions that take effect during the selected range.

Report Selection Select the type of report to generate.

View Summary By Policy Term

This option will switch to the Summary By Policy Term report, detailed above, on clicking Run Report.

View Individual Transactions

This option will refresh the current report type.


This report presents a significant amount of detail for each transaction under a single distributor, within the set parameters. The Gross Premium, Commission Amount, and Policy Transaction Count are provided with totals.

Click a link in the ID column to view the full information for the selected transaction. This opens a new report, Policy Transaction Register, detailed below. As this is a different report, there is no navigation option to return to the Individual Transactions. The Distributor Commission Summary report will need to be run again from the reports list.

Insurer Bound Premium Summary


17Table of Contents

The Insurer Bound Premium Summary report provides details about the premium earned by each insurer, per product and premium type, with the option to shift to another report to view the transaction details.


Product Master Cover Select one or more products to restrict the results to those products, or click Select All or Deselect All.

Premium Type Select one or more premium types to restrict the results to those types, or click Select All or Deselect All.

Underwriting Year Select one or more underwriting years to restrict the results to those years, or click Select All or Deselect All.

Effective Date From/To Enter the dates, or select them from the calendar lookup , to restrict the results to transactions that take effect during the selected range.


The first level of the report presents the premium details, both grand totals and the share of the premium for the individual insurer. The report is grouped by insurer, and divided by premium type. Summary lines are included for each insurer and for the overall totals.


18Table of Contents

Click a link in the Insurer column to view the term details for the policies belonging to that insurer. This opens a new report, Policy Term Register, detailed below. As this is a different report, there is no navigation option to return to the Distributor Commission Summary. The report will need to be run again from the reports list.

Monthly Bound Premium Summary (Bound Date / Effective Date)

The Monthly Bound Premium Summary report comes in two versions, based on the transaction Bound Date or the transaction Effective Date. Both reports provide graphs, charts, and tables about bound policies.


Bound / Effective Date From/To

Enter the dates, or select them from the calendar lookup , to restrict the results to transactions that are bound or take effect during the selected range, depending on the type of report.

Period The graphs and tables are divided into periods. Select Monthly, Quarterly, or Annually.


The Total Gross Premium, Total Net Premium graph displays the total premiums for each period.


19Table of Contents

The Policy Transaction Count chart shows the total transaction count, broken down by transaction type.

The Policy Term Count graph displays the number of terms per period.

The Policy Term table lists the term count, the premium, and the average premium generated by policy.


20Table of Contents

The Policy Transaction table lists the number of each transaction type per period.

Monthly Submission Status Metrics

The Monthly Submission Status Metrics report provides details about submission statuses at the end of each period.




Count Type Select the type of report.

Policy Month End Counts

Provides details accumulated at the end of each month. If the Period includes multiple months, the values will be the total of the month end counts for the months in each period.

Transaction Progress Counts

Provides counts on how many transactions are in specific statuses for each Period.

Total Status Change Counts

Provides counts on how many transactions changed to a certain status in each Period.

Period Select the period division.

Annually All data is presented per year.

Quarterly All data is presented in three month periods.

Monthly All data is presented per month.

Term Type Select what type of term to include.


21Table of Contents

All Include both New Business and Renewal terms.

New Business Only include New Business terms.

Renewal Only include Renewal terms.

Term Status Change Date From/To

Enter the dates, or select them from the calendar lookup , to restrict the results to changes made during the selected range.



22Table of Contents

The first level of the report presents the premium details, both grand totals and the share of the premium for the individual insurer. The report is grouped by insurer, and divided by premium type. Summary lines are included for each insurer and for the overall totals.

Click a link in the Insurer column to view the term details for the policies belonging to that insurer. This opens a new report, Policy Term Register, detailed below. As this is a different report, there is no navigation option to return to the Distributor Commission Summary. The report will need to be run again from the reports list.


23Table of Contents

Policy Term Register

The Policy Term Register report provides details about policies, separated by term, with the option to shift to another report to view the full policy information. This report can be run directly from the reports grid, or accessed by selecting an insurer from the Insurer Bound Premium Summary report.

When the report is selected from the reports grid, it opens with the default settings. When the report is accessed from the Insurer Bound Premium Summary report, the Effective Date From/To range is copied in.

Filter by... Each of these filters can be enabled (select Y) or disabled (select N) to filter the results by the created, bound, or effective dates. Changing any of these options refreshes the report immediately. These filters are only available when accessing the report through the reports grid.

Start / End Date These fields are active when the associated filter is enabled. Enter the dates, or select them from the calendar lookup , to restrict the results to terms that were created, bound, or become effective during the selected range. When a date is changed, the report must be refreshed manually. These filters are only available when accessing the report through the reports grid.

Distributor Select a distributor to restrict the results to policies associated to that distributor, or select the default Distributor option to include all policies.

Term Status Select a status to restrict the results to terms that currently have that status, or select the default Term Status option to include all statuses.


24Table of Contents

Effective Date From/To Enter the dates, or select them from the calendar lookup , to restrict the results to transactions that take effect during the selected range. These fields are only available when accessing the report through the Insurer Bound Premium Summary report.


The first level of the report provides the detailed information for each term, with the product identified by both name and code. The Gross Premium and Commission Amount are provided with totals.

Click a link in the ID column to view the full information for the selected transaction. This opens a new report, Policy Transaction Register, detailed below. As this is a different report, there is no navigation option to return to the Policy Term Register. The report will need to be run again from the reports list.

Policy Transaction Register


25Table of Contents

The Policy Transaction Register report provides details about one transaction. This report can be run directly from the reports grid, or accessed by selecting a transaction in the ID column in the Individual Transactions or Policy Term Register reports, detailed above. This report provides details about one transaction.

When the report is selected from the reports grid, it opens with the default settings. When the report is accessed from the Individual Transactions or Policy Term Register reports, there are no settings available.

Filter by... Each of these filters can be enabled (select Y) or disabled (select N) to filter the results by the created, bound, or effective dates. Changing any of these options refreshes the report immediately. These filters are only available when accessing the report through the reports grid.

Start / End Date These fields are active when the associated filter is enabled. Enter the dates, or select them from the calendar lookup , to restrict the results to transactions that were created, bound, or become effective during the selected range. When a date is changed, the report must be refreshed manually. These filters are only available when accessing the report through the reports grid.

Product Master Cover Select a product to restrict the results to policies associated to that product, or select the default Product Master Cover option to include all policies. This field is only available when accessing the report through the reports grid.

Distributor Select a distributor to restrict the results to policies associated to that distributor, or select the default Distributor option to include all policies. This field is only available when accessing the report through the reports grid.


26Table of Contents

Transaction Status Select a status to restrict the results to policies with that status, or select the default Transaction Status option to include all policies. This field is only available when accessing the report through the reports grid.


This report presents a significant amount of detail for each premium type within a single transaction. The Gross Premium, Net Premium, and Commission Amount are provided with totals.


27Table of Contents

Index

AAdd tabs... option 7All term type 20Annually period 18, 20Assured column 13Assured Country column 12Assured Country field 12Assured State Summary 12Assured Summary 11Assured Summary report 12BBordereaux 2Bound Date From field 18Bound Date To field 18Bound End Date field 2Bound Start Date field 2CCancel button 5Cognos Core Reports 11Cognos Grid Header 9Cognos Grid Navigation 8Cognos Header Options 6Cognos Main Toolbar 8Cognos Report Toolbar 9Cognos Reports 6Cognos Tab Bar 7Cognos Toolbars 6Commission Amount column 16, 23, 25Commission column 13, 15Copy button 8Count Type field 20Cut button 8


28Table of Contents

DDelete button 8Details View button 8Distributor column 14Distributor Commission Summary 13Distributor field 11, 12, 20, 22, 24EEffective Date From field 11, 12, 13, 14, 15, 17, 18, 23Effective Date To field 11, 12, 13, 14, 15, 17, 18, 23Entries fields 8Excel Bordereaux menu item 2EXCEL option 5Export button 3Export Grid button 4Export Grid menu 4Export Now option 5Export root table option 4Export selected child table option 4Export Settings page 2Export Settings panel 2Exporting Grid Data 4FFields field 3Fields Last Retrieved On field 2File Download window 3Filter by... fields 22, 24First Page button 8GGross Premium column 11, 13, 15, 16, 23, 25Guide 1, 6HHelp button 7Home button 7Home option 7HTML option 4IID column 16, 23Individual Transactions 15


29Table of Contents

Insurer Bound Premium Summary 16Insurer column 17, 21Introduction 1LLandscape orientation 5Last Page button 8List View button 8Log On link 7MMaster Cover field 2Modified column 9Modify the sequence of tabs... option 7Monthly Bound Premium Summary (Bound Date / Effective Date) 17Monthly period 18, 20Monthly Submission Status Metrics 19NName column 9Navigation Links 8Net Premium column 11, 13, 15, 25New Business term type 20New Folder button 8Next Page button 8OOpen button 3, 5PPaste button 8PDF option 5Period field 18, 20Policies menu 2Policy Count 11, 13Policy Count column 11, 13Policy Month End Counts option 20Policy Term Count graph 19Policy Term Register 22Policy Term table 19Policy Transaction Count chart 19Policy Transaction Count column 16Policy Transaction Register 24


30Table of Contents

Policy Transaction table 19Portrait orientation 5Premium Type field 17Previous Page button 8Product Master Cover field 11, 12, 13, 14, 15, 17, 20, 24QQuarterly period 18, 20RRefresh button 7Remove this tab option 7Renewal term type 20Reports menu item 6Return button 7RTF option 5Run Report button 11, 12, 13, 14, 16, 17, 18, 20, 23, 25SSave / Open window 5Save button 3, 5Scroll Left/Right buttons 7Selection Checkboxes 9Set View as Home option 7Sorting 9Start / End Date fields 22, 24Summary By Policy Term 14Summary By Policy Term report 15TTab Menu button 7Term Status Change Date From field 20Term Status Change Date To field 20Term Status field 22Term Type field 20TEXT option 5TIFF option 5Total Gross Premium, Total Net Premium graph 18Total Status Change Counts option 20Transaction Count column 11, 13Transaction Progress Counts option 20Transaction Status field 25


31Table of Contents

Transaction Type column 15UUnderwriting Year field 17VView in CSV Format option 10View in Excel 2002 Format option 9View in Excel 2007 Format option 9View in Excel Options option 9View in HTML Format button 9View in HTML Format option 9View in PDF Format option 9View in XML Format option 9View Individual Transactions option 14, 15View Summary By Policy Term option 14, 15XXML option 5


Copyright Notice

Copyright © 1998 - 2016 Oceanwide Canada Inc. All Rights Reserved.

All material in this document and on this website are protected by copyright and intellectual property laws and are the property of Oceanwide Canada Inc.

No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission from the owner Oceanwide Canada Inc. Printed and published in Montreal, Quebec CANADA.

Trademarks

All trademarks, registered trademarks and service marks in this document are exclusive to Oceanwide Canada Inc.

Disclaimer

The publisher Oceanwide Canada Inc. and authors specifically disclaim any responsibility for any liability, loss, or risk; whether corporate, personal or otherwise in whole or in part of which; is incurred as a consequence directly or indirectly of the application use; or reliance on or any of the contents of this document (documentation).

bridge user guide - reports€¦ · web viewibm cognos connection is a database reports system that...

Documents