Difference between revisions of "Category:Rating Integration"

From Agency Systems Wiki
Jump to navigation Jump to search
 
(14 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
=== Overview ===
+
[[Category:Third-Party Integration]]
−
Rating integration in Newton is primarily handled through exported or imported download .AL3 files.  To export an .Al3 file to one of the rating vendors, the policy must be downloaded first.
+
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 +
<tr>
 +
    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Download]] Newton User Guide: [[Newton User Guide#Download|Download]]</td>
 +
</tr>
  
−
[[EZ Lynx Rating Integration|EZ Lynx]] and [[ITC TurboRater Rating Integration|ITC Turborater]] are the only exceptions offering a different integration path other than .Al3 files.
+
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 +
    <td>Related Pages</td>
 +
</tr>
 +
<tr>
 +
<td>
 +
<ul>
 +
<li>[[Daily Process for Policy Downloads]]</li>
 +
</ul>
 +
</td>
 +
</tr>
  
−
Not all vendors provide two-way integration between their software and Newton.  The [[#Rating Integration Comparison Chart|comparison chart below]] lists the type of integration offered.
+
<tr style="background-color: #d3d3d3; text-align: center; ">
 +
    <td>Related Categories</td>
 +
</tr>
  
−
=== How Does Rating Integration Work? ===
+
<tr>
−
Any vendor offering integration through standard .Al3 files will similarly.  For non-standard .AL3 partners, the rating integration process is outlined on their individual pages.
+
<td>
 +
<ul>
 +
<li>[[:Category:Download|Download]]</li>
 +
<li>[[:Category:Third-Party Integration|Third-Party Integration]]</li>
 +
</ul>
 +
</td>
 +
</tr>
 +
</table>
  
−
==== Exporting From Newton ====
+
Rating integration in Newton is primarily handled through [[:Category:Download|exported or imported download .AL3 files]].  To export an .AL3 file to one of the rating vendors, the policy must be downloaded first.  
−
The specific rating bridge must be configured first.  Select the desired vendor from [[#Rating Integration Comparison Chart|the chart below]] for specific instructions.  Once the desired bridge is configured, follow the steps below.  
 
  
−
#Load the Client on one of the four Client Tabs.
+
Not all vendors provide two-way integration between their software and Newton.  The [[#Rating Integration Comparison Chart|comparison chart below]] lists the type of integration offered.
−
#Select the '''DL Risk''' tab.
 
−
#'''Left-Click''' the '''(+)''' band to expand the desired policy number.
 
−
#'''Right-Click''' on the bottom or most-recent downloaded transaction and select the configured '''Upload to ...''' option. 
 
−
 
 
−
==== Importing Into Newton ====
 
−
Any incoming file is processed through the standard download management system.  The files should be placed in the same \Empire\Download\ folder used for daily downloads.
 
−
 
 
−
If the rating vendor supports launching an external program automatically, an optional program is available that will move the files to the correct download destination automatically.   
 
−
 
 
−
The program will be located at \Empire\Programs\QueueDL.exe. To use QueueDL.exe, pass the file name to the executable. 
 
−
 
 
−
For example, from the command line:
 
−
\empire\programs\QueueDL \filelocation\somefile.al3
 
−
 
 
−
It will briefly show this window, then vanish in a few seconds; it requires no user interaction.
 
−
 
 
−
[[File:QueueDL.png]]
 
−
 
 
−
The files can now be imported through the normal daily download process.
 
  
 
=== Rating Integration Comparison Chart ===
 
=== Rating Integration Comparison Chart ===
Line 43: Line 44:
 
|No
 
|No
 
|Yes
 
|Yes
−
|Download .Al3
+
|Download .AL3
 
|-
 
|-
 
|[[ACS2000 Rating Integration|ACS2000]]
 
|[[ACS2000 Rating Integration|ACS2000]]
 
|Yes
 
|Yes
 
|Yes
 
|Yes
−
|Download .Al3
+
|Download .AL3
 
|-
 
|-
 
|[[Evolution Rating Integration (Capital Rating)|Evolution (Capital Rating)]]
 
|[[Evolution Rating Integration (Capital Rating)|Evolution (Capital Rating)]]
 
|Yes
 
|Yes
 
|Yes
 
|Yes
−
|Download .Al3
+
|Download .AL3
−
|-
 
−
|[[EZ Lynx Rating Integration|EZ Lynx]]
 
−
|Yes
 
−
|No
 
−
|Completed ACORD .PDF Forms
 
 
|-
 
|-
 
|[[IBQ Rating Integration|IBQ]]
 
|[[IBQ Rating Integration|IBQ]]
 
|Yes
 
|Yes
 
|Yes
 
|Yes
−
|Download .Al3
+
|Download .AL3
 
|-
 
|-
 
|[[ITC TurboRater Rating Integration|ITC Turborater]]
 
|[[ITC TurboRater Rating Integration|ITC Turborater]]
Line 73: Line 69:
 
|Yes
 
|Yes
 
|Yes
 
|Yes
−
|Download .Al3
+
|Download .AL3
 
|-
 
|-
−
|[[SEMCAT Rating Integration|SEMCAT]]
+
|[[SEMCAT Rating Integration|SEMCAT (Applied Rater)]]
 
|Yes
 
|Yes
 
|Yes
 
|Yes
−
|Download .Al3
+
|Download .AL3
 
|-
 
|-
 
|[[WinRater Rating Integration|WinRater (Boston Software)]]
 
|[[WinRater Rating Integration|WinRater (Boston Software)]]
 +
|No
 
|Yes
 
|Yes
−
|Yes
+
|Download .AL3
−
|Download .Al3
 
 
|}
 
|}
 +
 +
=== How Does Rating Integration Work? ===
 +
Any vendor offering integration through standard .AL3 files work similarly.  For non-standard .AL3 partners, the rating integration process is outlined on their individual pages.
 +
 +
==== Exporting From Newton ====
 +
The specific rating bridge must be configured first.  Select the desired vendor from [[#Rating Integration Comparison Chart|the chart above]] for specific instructions.  Once the desired bridge is configured, follow the steps below.
 +
 +
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].
 +
#Select the '''Download''' tab.
 +
#'''Left-Click''' the '''(+)''' band to expand the desired policy number.
 +
#'''Right-Click''' on the bottom or most-recent downloaded transaction and select the configured '''Upload to ...''' option.
 +
 +
==== Importing Into Newton ====
 +
Any incoming file is processed through the standard download management system.  The files should be placed in the same <tt>\Empire\Download\</tt> folder used for daily downloads.
 +
 +
If the rating vendor supports launching an external program automatically, an optional program is available that will move the files to the correct download destination automatically. 
 +
 +
The program will be located at <tt>\Empire\Programs\QueueDL.exe</tt>. To use QueueDL.exe, pass the file name to the executable. 
 +
 +
For example, from the command line: <tt>S:\empire\programs\QueueDL.exe C:\filelocation\somefile.al3</tt>
 +
 +
It will briefly show this window, then vanish in a few seconds; it requires no user interaction.
 +
 +
[[File:Rating-import-queuedl.png]]
 +
 +
 +
The files can now be imported through the [[Daily Process for Policy Downloads|normal daily download process]].

Latest revision as of 18:09, 12 July 2024

Ic description black 24dp.png Newton User Guide: Download
Related Pages
Related Categories

Rating integration in Newton is primarily handled through exported or imported download .AL3 files. To export an .AL3 file to one of the rating vendors, the policy must be downloaded first.

Not all vendors provide two-way integration between their software and Newton. The comparison chart below lists the type of integration offered.

Rating Integration Comparison Chart

Vendor Export From Newton Import Into Newton Integration File Type
AccuAuto No Yes Download .AL3
ACS2000 Yes Yes Download .AL3
Evolution (Capital Rating) Yes Yes Download .AL3
IBQ Yes Yes Download .AL3
ITC Turborater No Yes ITC .TT2 File
PL Rating / Silverplume (Vertafore) Yes Yes Download .AL3
SEMCAT (Applied Rater) Yes Yes Download .AL3
WinRater (Boston Software) No Yes Download .AL3

How Does Rating Integration Work?

Any vendor offering integration through standard .AL3 files work similarly. For non-standard .AL3 partners, the rating integration process is outlined on their individual pages.

Exporting From Newton

The specific rating bridge must be configured first. Select the desired vendor from the chart above for specific instructions. Once the desired bridge is configured, follow the steps below.

  1. Load a Client on a client tab.
  2. Select the Download tab.
  3. Left-Click the (+) band to expand the desired policy number.
  4. Right-Click on the bottom or most-recent downloaded transaction and select the configured Upload to ... option.

Importing Into Newton

Any incoming file is processed through the standard download management system. The files should be placed in the same \Empire\Download\ folder used for daily downloads.

If the rating vendor supports launching an external program automatically, an optional program is available that will move the files to the correct download destination automatically.

The program will be located at \Empire\Programs\QueueDL.exe. To use QueueDL.exe, pass the file name to the executable.

For example, from the command line: S:\empire\programs\QueueDL.exe C:\filelocation\somefile.al3

It will briefly show this window, then vanish in a few seconds; it requires no user interaction.

Rating-import-queuedl.png


The files can now be imported through the normal daily download process.

Retrieved from "http://wiki.agencysystems.com/index.php?title=Category:Rating_Integration&oldid=7005"