coog version 1.14 released

Preconfiguration and Set-up

• Letter templates
• Reminder
• Formal notice
• SEPA mandate request
• Membership certificate
• Timetable
• Fog
• Default letter style for letter templates in product configuration
• Default quotation number sequence on product configuration
• Default loan sequence on installation
• Default accounting snapshot sequence in accounting configuration
• Default third-party sequence
• Importable default processes for claims declarations
• Default dunning scheme preconfiguration
• Default report for aged trial balance
• Dedicated wizards for initializing
• fiscal years
• banks
• global search and configuration of translatable languages
• Wizard for importing default processes
• Pre-configured delivery of default endorsements

Ergonomics

• Display of the contract icon in the form view to highlight its status.

• Enhanced product/coverage view by displaying relevant information on the main page
• Improved validation and indemnity control views for claims
• Dedicated tab for rejected and reconciled payments, making it easier to identify unpaid claims that have never been recovered.
• Enhanced views of broker and insurer slips by deleting unused fields.

Performance

• Improved process performance (faster loading of views in the process).
• Improved performance of fields linked to contract receipts
• Improved performance of “cancellation movement” field calculation
• Addition of a parallelizable batch chain for payment processing (useful for processing large volumes of payments)
• New receipt numbering batch with improved performance
• Parallelization of payment rejection batch to improve performance

Contract

• Configuration and management of contract reduction
• Contract redemption
• Distinction between revaluation and coverage amounts entered
• The step of adding surcharges and/or exclusions becomes optional
• Filtering of receipts displayed by business line: benefit receipts and contribution receipts
• Batch automatic declination of quotes that exceed an inactivity time limit

Claims

• New module for synchronizing benefits with third-party software
• New module for synchronizing compensation between benefits linked by a basic/complementary relationship
• Default setting of claims behavior on termination at product level
• Addition of “work stoppage start date” data to the rule engine
• Possibility of multiple indemnifications over a period
• Additional data added to beneficiary description
• Allows beneficiary to be initialized as insured by default
• TA, TB, TC brackets now accessible from coog-api
• Default value for payment condition in claim configuration
• Benefit validation function
• Eligibility calculation wizard
• Daily benefit creation batch
• Automatic scheduling of periods if possible (e.g. if no documents are required) in benefit period creation batch (annuity periods)

Accounting

• Addition of the sum of intermediate lines in the aged trial balance
• Automatic issue of pending commission movements
• Automatic print batch for generation and printing of aged trial balance

Collection – Disbursement

• Consultation of payments from third parties
• New SEPA standard: Rulebooks SDD Core V9.0 and SDD B2B V7.0: generate only ‘RCUR’ type sequences for SEPA payments and stop supporting ‘FRST’ type sequences.
• Link from a payment to find all payments on the same accounting line
• Default generic reason for rejection in the configuration, simplifying the configuration of actions in the event of non-payment (e.g.: represent a non-payment in all cases except if the reason is deceased).

• Failed’ status added to payment groups
• Possibility of displaying the sum of selected payments
• Possibility of forcing acknowledgement of receipt on unscheduled payment groups.
• Event notification when a payment group is scheduled for acknowledgement.
• Automatic log pre-filling in the payment creation wizard
• Improved display of the reason in the payment creation wizard.
• Ability to recreate a payment from a rejected payment
• Automatic payment group failure on paybox payment failure
• Support for deletion of payment groups and update of last SEPA direct debit date
• Automatic search for mandates by third party/account number
• Send full name (surname + first name) in SEPA files
• Payer management for all payment types
• Ability to add information related to individual payments in the direct debit wording of SEPA files
• Support for banking mobility flow 5 (acmt.02z.001.01)
• Display of grouping identifier (EndToEnd Id) in payment list view

Commission

• Brokers can be paid manually
• Set payment conditions in commission protocol
• Link from third-party insurers or brokers to retrieve their slips
• Possibility of configuring a payment journal for insurers
• New “commission_report_engine” module to simplify commission report configuration

Third-party repository

• Improved management of the “REFLEX” postal standard using the active/inactive field on addresses

Contributions

• Configuration of automatic premium waiver periods with a rate (e.g. 50% reduction during the first 3 months of the contract)
• Add a compensation expense account if the waiver is not financed by the insurer.
• Premium totals displayed in the schedule viewer
• Option on payment terms to synchronize a due date with the end of the quarter, for example.

Process

• Possibility of retrieving a process for a current underwriting with no associated task. Useful for subscriptions created from an external system.

Desktop publishing

• Added receipt filter management for reports
• Authorization management for manual editing of mail templates
• Lighter function fields for reports
• Added immediate asynchronous processing of actions by event type, enabling background printing following an event (contract activation, rider, etc.) without blocking the manager.
• Mail templates are now stored in the database (previously in the file system), making it easier to retrieve mail template settings when a production database is loaded in recipe.
• Addition of the strftime function in the report context to format dates in any way possible.
• The “Send email manually” button is now hidden when not authorized on the mail template
• Email attachments are filtered in the same way as actions by event type, simplifying mail template combinations. It is now possible to set up a global e-mail for all products, with attachments filtered by the product associated with the contract.
• New SMS management module and support for interface with Primotexto(https://www.primotexto.com/)
• Headers added to flow mail templates
• Addition of a batch for automatic printing of stock assurance reports

Documents

• Global entry point showing current document requests
• Callback URL support in Cryptolog / Universign configuration for electronic signatures

Rules engine

• Addition of data relating to paid receipts in the rules engine
• Addition of additional data at package level for use in the rules engine (e.g. to apply a discount when subscribing to a package).
• All objects handled during rule execution are now read-only
• Added a description for each function available in the rules engine to facilitate the work of the parameterizer

Borrower

• Possibility to customize the sorting mode of the “Quantities” field.

Health

• Improved ergonomics for adding medical analysis results

Batch

• Add number of successful batches to batch execution log
• Send an e-mail containing the batch plan execution report
• Improved support for batch execution parameters and tasks
• Clean up of batch and chain log output
• Addition of a new batch execution parameter to prevent task splitting
• Addition of a new command to replay failed batch tasks
• Improved error handling (task expiration due to TTL parameter)
• New command to search for tasks by date (including all batches)

Technique

Core

• Integration of tryton version 4.4
• Addition of a general configuration menu to facilitate initial coog setup
• Addition of default access rights groups for administration and management of major business lines
• Creation of a technical function to add a read-only condition to all model fields
• Added coog version to user status bar
• Added a duration operator for SQL queries
• Ability to preserve existing relations when importing JSON
• Added filtering rule for actions by event type
• Added events on success or failure of asynchronous task processing
• Documentation has been reorganized by business chapter and is now an integral part of the coog deployment.

Events

• New “event_task” module for adding tasks to the batches queue directly from business events
• Addition of a new event action type for generating scheduled events

coog-Admin

• SSL support on default Nginx configuration and automated certificate generation via Let’s Encrypt
• Addition of a database and attachment backup command
• Three new commands for installing and deploying a decision tool.
• Image construction is now within the scope of coog-admin (standalone DevOps tool).
• The various coog services are now exposed on the same port via different paths.
• All http traffic is served via nginx (now the entry point to all services)
• Use of network option instead of link to link docker containers (docker recommendations)
• New configuration element for number of application workers

coog-API

• Refactoring of the pricing service (generic support for business lines)
• Evolution of technological tools (nodejs-8, koa-2, standardjs replaces jslint)
• New Github repo for API usage examples (coopengo/coog-hacks)
• Enhanced generic query API (new operations on criteria, fields, depth)

coog-App

• First-time coog installation wizard added

coog-BI

coog-BI is a tool designed to facilitate decision-making for the customer. To achieve this, the module is divided into two parts: construction of a datawarehouse and deployment of an analysis server.

The aim of coog-BI is to make the deployment of these two tools future-proof, whatever the customer’s current configuration, to make basic reports on this data accessible and to simplify the installation of an analytics service.

To date, coog-BI is focused on production, and offers data visualization for :

• Third parties
• Contracts
• Options
• Receipts
• Release lines

A single report is deployed by default, covering the number of contracts associated with each product.