| 1 |
Create and modify new business process… |
| Creation |
Use this center tools to create new process or change existing one without a single line of code. |
| 2 |
Select the business activity for this process… |
| Design |
Select the business activities (or nodes) or sub-business activities (or sub-nodes) that this process user will see and access. Enable or disable fields and buttons and/or make them visible or not for this specific process. Choose the front and back colors as well, etc. |
| 3 |
Add validation for each field or control… |
| Validation Rules |
Decide if any filed is mandatory or add other validation rule (‘value not equal to zero’ or ‘value must be greater than 100’ for example) and add or customize the message to display to the user in case of invalid entry. |
| 4 |
Customize processes per product and department… |
| Products & Departments |
You can create specific processes for one single product and one single department (Motor, Fire, Engineering, Group Life, Individual Health Care…) or you may use the same process (new business or any other endorsement) for all or some products and departments. |
| 5 |
Parameterize risk types per process… |
| Risk Types |
Risk types or insured items types (Building, Content, Vehicle, Insured Life Group…) can be parameterized for view and updates per business process. |
| 6 |
Parameterize covers per process… |
| Covers |
Covers or insured benefit types (Death, Disability, Basic Health Care, Fire, Explosion…) can be parameterized for view and updates per business process. |
| 7 |
Setup processes as system privileges… |
| Security |
Created business processes are automatically set as system privileges. You can design specific processes and give access to specific groups of users like internal users and allocate different processes with different rights and authorization to other groups of users such as agents, providers or other partners. Users can access a process only if it set “online”. |
| 8 |
Parameterize business rules per process… |
| Business Rules |
Business rules can also be parameterized per process. For example, some business rules linked to one same filed can apply for a new business process and not for a mid-term policy change process. |