coog version 2.2 released

COOG Back Office

Third-party repository management

  • Third-party configurations (banks, insurers, brokers, etc.) no longer appear grouped together in the “Individuals” and “Legal entities” entry points, but in specific entry points for each role.
  • Possibility of partitioning the view of customer data by portfolio
  • New Social Security number module (party_ssn): management of the Social Security number has been moved to a dedicated module, to lighten the screens for business lines not concerned by it
  • Functionality for formatting and checking telephone numbers (France and abroad)

Contract management

  • Default initialization of the commercial product during the underwriting process if only one is available
  • Possibility of authorizing deferred subscriptions (modification of the effective date in the future) on contracts that have already been renewed
  • Manual management of contract numbers possible for certain products.
  • Addition of a customizable icon on products
  • New electronic signature request module (document_request_electronic_signature): Parameterize that a document requires an electronic signature. The signature request is automatically sent by email, and can be configured in the business process. The document is marked as having been received on receipt of the signature confirmation.
  • Group contracts: Management of group contracts for groups (parent companies and subsidiaries)

Claims

  • Automatic suspension of a contract upon declaration of a claim, depending on the type of event (e.g.: suspension of contract upon declaration of policyholder’s death).
  • Sorting of claims by descending date to make it easier to find a claim that has been processed most recently
  • Default initialization of beneficiaries at the time of claim declaration, with those defined for the policyholder’s coverage
  • Possibility of restarting the declaration/investigation process from within a claim
  • Improved display of benefit settings for group contracts
  • Provision of data for desktop publishing to retrieve claim information from a receipt
  • Ability to re-trigger eligibility calculation by switching back to draft mode

Group Prévoyance claims

  • New Prest’IJ Module (claim_prest_ij_service)
    • Company registration for Prest IJ service
    • Management of policyholder registrations with the Prest IJ service
    • BPIJ integration and processing
  • New PASRAU Module (claim_pasrau)
    • Deductions at source on the basis of a neutral rate or the rate provided by Net Entreprise on IJ and disability benefits paid to the policyholder
    • Monthly dispatch of deducted benefits per file
    • Integration of rates from the nominative file
  • Pre-setting of group benefits rules
    • Addition of default net salary calculation rules
    • Addition of a default standard revaluation rule with AGIRC / ARRCO table structure
    • Added default compensation rules
    • Added default deductible rules in coog
    • Default eligibility rule added
  • Management of base salary revaluation

Contributions

  • Improved performance of lettering processes
  • Support of rescheduling for a set of contract receipts
  • Addition of a batch to force contract requittance from a csv file. This eliminates the need to do this manually when the previously loaded tariff contained errors or the commission settings were incomplete.
  • Allows you to configure contract sub-states for which the processing of unpaid invoices will be ignored (e.g. reduced funeral insurance contracts).
  • Generate a notification on a contract when the unpaid process is processed.

Collection – Disbursement

  • Possibility of creating payments directly from the receipt
  • Possibility of combining positive and negative lines when creating a payment (the amount will be equal to the difference)
  • Add labels to payment journals

Accounting

  • Labels added to accounting accounts
  • Lettering sorted by descending identifier
  • New Accounting by product module (account_per_product): Break in generation of accounting movements by insurance product
  • New Analytical Accounting modules (analytic_account, analytic_invoice inherited from tryton, analytic_coog, analytic_commission and analytic_account_aggregate): Analytical account input according to rules parameterized in the application, addition of insurance business dimensions and export of analytical entries aggregated by day, account, journal… (interface with Sage)
  • Exposure of IBAN verification method for use in coog-API
  • New slip generation module (account_invoice_slip): Monthly generation of slips based on accounting movements (e.g.: generation of a tax slip for the administration).

Commission

  • New simulation tool for calculating commissions from a product. If commission amounts are also linked to additional contract data, the manager can enter them manually.
  • Management of insurer slips grouping together cash receipts, commission and benefit reimbursements
  • Graphical enhancements to the display of commission plans, plan lines and commission protocols
  • Use of condition date to search for commission protocols on a contract
  • Agency field removed and replaced by distribution network
  • Performance enhancement: the link to the contract is stored directly on commissions
  • Explicit definition of brokers in the distribution network hierarchy
  • Insurer’s slips added to the insurer’s slips entry point
  • Attachment of a product guarantee to an existing commission plan
  • Ability to archive a commission plan and associated protocols in cascade mode
  • Add an option to the commission plan so that deductions are only due on the first claim paid.
  • Addition of default letter templates for insurer/broker slips

Borrower

  • Business data added to rules engine: outstanding capital at last contract anniversary date

Desktop publishing

  • Add a pyson condition to mail templates. Useful if you don’t want to process templates for which the condition has not been verified. Also works with actions by event type and e-mail attachments.
  • Printing of documents not based on a business model, necessary for printing available on the front-end.
  • Printing available from a third-party file

Rule engine

  • On coog’s thin web client, addition of a syntax checker for the rule engine

Technical core

  • Rich client upgrade to GTK3: new theme, new ergonomics
  • New External Customer Authentication module (customers_provider_login): Link an external account (Google, Facebook) to a coog user. This module is used to manage authentication via the Oauth protocol.
  • Possibility of overloading the daily chain
  • Add a retry argument to a batch to automatically restart a job in the event of an error.
  • Improved batch performance by running as root user
  • Improved visualization of event logs: filtering by authorizations and addition of icons by event type.
  • Execution of heavy business processes in asynchronous mode
  • Configuration of number generators (prefix/suffix) according to additional dynamic data
  • Added batch processing to create temporary migration databases from CSV files

COOG API

Pricing

  • Api for printing a price list from a parameterized template
  • Status management on a price list
  • Enter postal address when creating a quote from a price list
  • Management of beneficiaries on a price list
  • Improved management of the activation step on a quote
  • Possibility of choosing the payment method and entering the BIC (Bank Identifier Code)
  • Support for the use of additional product data in the rule engine when pricing
  • Management of additional sub-data
  • Addition of a link between web pricing and submitted contracts
  • Display of APR when calculating a rate for a borrower product

Core

  • Management of token connections
  • Automatic addition of area code to telephone numbers
  • High-level API for consulting commissions by commission protocol, by date for a broker (used for coog-app’s broker dashboard)
  • API for creating, viewing and modifying
    • beneficiaries
    • third-party relationships
    • beneficiary clauses
    • event logs
  • API for third-party anonymization
  • coog icon retrieval API (cache management)
  • Maximum attachment size now configurable
  • Added validation schema overloading on a specific deployment
  • Generic API verifying that a module is installed in the backend

COOG APP

Pricing

  • Changes to pricing entry
    • Added pricing status (Project, Customer pending, Submitted, Abandoned)
  • Added ability to print pricing before submission for contractualization
  • Improved contracting stage, with input of postal address, payment method, IBAN and BIC if required, and contract beneficiaries
  • Verification of cover eligibility when calculating rates
  • Add a link between a submitted tariff and the contract
  • Adaptation of additional data to the new Additional Data API and management of additional sub-data
  • Display of loans before insured third parties during underwriting
  • Management of legal entities as a covered element of an underwriting plan
  • Order supplementary data by code
  • Remove risk descriptor display if only one choice is possible
  • Initialize additional data with default values
  • Improved underwriting submission by automatically advancing through the underwriting process to any blockages (eligibility, required documents, risk analysis, etc.) or contract activation.
  • Save buttons replaced by steps with previous/next buttons

Contracts

  • Improved contract view
  • Improved display of guarantees on a contract
  • Display of contract list on customer record
  • Added product to contract view and icon to product view
  • Added the ability to delete a required document
  • Improved management of required documents
  • Filter contract entry point by distributors in user’s network
  • Display commercial product on contract
  • Display total premium sum on contract view

B2C portal

  • Creation of B2C home page
  • Launch new pricing on B2C portal
  • Add banner to B2C home page
  • Display steps in the pricing process
  • Add contract view to B2C home page
  • Contribution view added to B2C home page

Core

  • Added display of event logs on a third party
  • Display relations between third parties and manage their deletions and modifications
  • Customize home page
  • Enable token navigation
  • Enhanced note and attachment views
  • Ergonomic improvement of the sales tunnel.
  • Dashboard evolution with a shortcut to launch a new pricing or initiate a new sales path with DDA-compatible requirements gathering.
  • Addition of the user’s name in the top right-hand corner.