Coog 1.8 Release Note [EN]

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Contract

  • Batch to automatically decline quotes exceeding a delay of inactivity
  • “Quote” entry point is now available
  • Filter and order contracts by start date, end date and contract number in contract and quote entry points
  • Improve subscription process to manage portfolios and distribution rules

Contract Underwriting (New Module)

  • Configuration of automatic acceptance through rule engine
  • Store underwriting decision at the coverage level and/or complementary data and a decision at the contract level compatible with coverage decisions
  • Suspend underwriting process while waiting for the insurer answer or the insured person if partial acceptance from the insurer
  • Configure rules to automatically decline coverage if refused after underwriting

Contract Waiver Of Premium (New Module)

  • A coverage can be configured as allowing waivers of premiums. A wizard can then be used to exonerate a contract for a given period of time. The coverage will still be commissioned.

Endorsement

  • Endorsements entry point
  • New endorsements:
    • Manage options (add, remove, modify)
    • Manage contract contacts
    • Contract clauses modification
    • Option exclusions modifications
    • Beneficiary clause modification
    • Modify birth date, contact info, etc. for party
    • Recalculate contract endorsement, with or without billing
  • Configure chained endorsements
  • Do not trigger a rebill when modifying a bank account
  • Update existing invoices with new SEPA mandates when changing bank accounts

Commission

  • Aggregated commissions per agent are consultable from invoices
  • Add wizard to view paid/to pay commissions and fees for broker parties
  • Transfer portfolios between brokers
  • Auto-create missing agents when transferring contracts
  • Enhance display of commissions to ease export for reporting
  • New batch to generate insurer notices and performances improvements.
  • Propagate invoice cancellations to insurer notices
  • Display received premiums from insurer notice

Loan

  • Display terminated loans in contract main form
  • Support for adding extra data on loan for easier customization
  • Allow to set the lender and its address on a loan
  • Calculate and store early repayments on increments
  • Display a warning to the user if the loan funds release date does not match the contract start date
  • Use first payment final balance or beginning balance on increments
  • Allow deferral on any kind of loan including graduated and balloon
  • Propagate increment dates from first payment date
  • Loan amount now displays the loan amount at the latest endorsement
  • Remove persistent premium amounts to drastically reduce database volume

Claim

  • Claim eligibility: Calculate eligibility for a benefit based on rules. New workflow to accept or refuse benefit
  • Claim document: Manage required document on claim declaration and claim instruction. Generate reminder on missing documents
  • Add workflow on claim indemnification validation once calculated:
    • Automatic Control of indemnification based on a rule. A wizard is available to manually control indemnifications that failed to pass automatic control.
    • Validation wizard: indemnifications are validated through a dedicated interface
  • Claim declaration wizard enhancement
  • Claim group life:
    • Allow to easily build new group contract based on a predefined subset of benefit rules/deductible rules/
    • Manage claim relapse and specific relapse rules

Invoice

  • Automatically reconcile invoices and their cancellation
  • Significantly improve performance for long-term contracts with high premium volatility
  • Configure the prorate method in premium rules
  • No longer accept to post an invoice on a contract which is not the latest
  • Calculate aggregated lines per coverage on invoices
  • Add dunning fee
  • Dunning level is available on both manual and direct debit payment
  • Forbid to use twice the same fee on a contract
  • Compute premium taxes on the fly to save database space
  • New entry point to enter medical acts invoices

Payment

  • Bank accounts are searchable by owners
  • A bank can have several BICs
  • Automatically set bank from IBAN on bank account creation when possible and check IBAN and BIC consistency for French bank accounts
  • The payment creation batch now groups by party
  • Add payment kind (payable/receivable) on SEPA payment reject reason to differentiate actions to execute and report templates to send on payment failure
  • Bulk printing of cheque letters with support for formatting the amount in words.
  • The wizard used to modify a payment date from a move line now supports more than one line
  • UI enhancement for payment group list view (added total amount and payment dates)
  • Configure predefined motives on payment creation wizard
  • Set groups of payments as failed
  • Configuration of automatic dunning actions on rejected payments.
  • Configuration of a specific default payment journal for a party.
  • Add a batch to automatically integrate rejected payments messages
  • Allow to add party information in SEPA identification
  • Allow to create a payment directly from a party with a specific bank account
  • Make reject fees overridable
  • Allow splitting of SEPA messages by RCUR or FIRST
  • Configuration of customized remittance information in SEPA message
  • Store SEPA bank payment reject date on a payment
  • Payments in a SEPA message are merged by party and bank account
  • Add description on SEPA message and payment group
  • Support for cancelling statements
  • Use statement name as move description

Account

  • Automatically post write-off moves or reconciliation moves
  • Reconcile directly from a party
  • Automatically post moves generated from templates
  • Allow to modify the payment terms of a posted invoice
  • Display the accounting situation of a party or a contract with all invoices and payments. This includes future invoices.
  • Group payment rejections clearing lines together when aggregating
  • Reconcile a line with its clearing when possible
  • Link clearing move lines to the original lines’ contract if it exists
  • Allow the creation of a waiting move when a payment or statement fails.

Reporting

  • New turnover report per insurance product and per month.

Party / Country

  • Create party identifier types through configuration
  • Manage parties in distinct portfolios and attach distributors to those portfolios
  • Zips must now have a unique city, zip code and line 5 combination for countries using AFNOR standard.
  • Support the HEXAPOSTE standard for zipcodes.
  • Test case to create/update a zip repository from a HEXAPOSTE file.

Product Factory

  • Improve extra data related error messages.
  • Support multiple eligibility rules
  • Manage errors and warnings in eligibility rules
  • An attachment can be marked as either valid or invalid
  • Required documents can be configured as blocking or non-blocking

Process

  • Possibility to hide main toolbar and main menu during process execution
  • Calculate average timings for process execution analysis
  • Add “Postpone” action on processes and tasks
  • Reuse existing views as a step view
  • Allow to configure rule executions as process actions, typically to add checks or warnings
  • Display process status in quote entry point
  • Show user name and object rec_name on task view list

Report Engine

  • Configure style template on a product for report generation
  • Generate reports with a style template
  • Configure and use predefined parameters when generating a report
  • Save reports in xls in printing wizard
  • Allow nested folders when storing generated documents on server file system

Report Engine Flow (New Module)

  • Create flow report templates, to generate flow files instead of printable reports

Rule Engine

  • Detect and store used functions in rules
  • Store execution context in rule engine log for easier debugging
  • Add date formating in rule_engine

Migrator (New Module)

  • Tools to describe the structure of an external database and migrate its content to Coog

Utils

  • Add the possibility to clear history values when appropriate
  • Allow a user to view changes made to a model based on it’s history.

Commandline

The coog command is a developer toolkit for managing work environment (launchers, config, monitoring, etc). It has been fully rewritten to focus on

  • Ease of use (all is command, no more need to manage resources by hand)
  • Exhaustiveness (more than 100 commands)
  • Extensibility (now written in auto-documented bash scripts)

Batch

Coog batch management has been completely reviewed for version 1.8

  • Now based on Redis as a queue manager and supports Celery or Rq for task management
  • Integrated with coog commands
  • Use Lua scripts to query Redis
  • Specific scheduler-friendly commands (wait for exec, exit status, pid, etc)

Perf Analyzer (New Module)

New toolset to analyze Tryton server performance:

  • List RPC calls with meaningful data (response time, called method, database queries, etc)
  • profiling and database calls analyzing on specific methods
  • log heavy database queries
    More info on coopengo/tryton-perf-analyzer

Docker (New Module)

Docker is now the recommended platform to deploy Coog. New tools to enforce this pattern

  • coog docker command to generate an image
  • coog-admin is a standalone tool for easy management when deploying Coog
    More info on coopengo/coog-admin

Sao (New Module)

Coog is now available as a web application. It uses a customized version of Sao to bring all of Coog’s features to a web browser.

  • All business transactions supported
  • No installation needed
    More info on coopengo/sao