coog 2.12 offers a host of new functionalities, including improved ergonomics for the digital sales process, loan claims, configurable batches in the application, new endorsements and improved health service flows!

New B2B portal sales path interface

With its vertical navigation, the interface of the Sales Support Tool is even more ergonomic, to make your sales paths even more efficient.

Apr. 9, 2021

coog Back-Office

Third-party management

• Configuration of third-party name and address case management

• Phone check and error display when invalid

• Distinguishing between contribution and benefit accounts

• Addition of an option to use an existing bank account in the bank account change API

Document

• Added a generic batch for periodic contract reporting
• Allows users to block automatic document generation

• Ability to store reports in CSV format in EDM

• Display of the authentication token for managing required documents and a button to regenerate it if invalid

Contract

• Concatenation of status and sub-status columns in the case of a terminated or ineffective contract

Endorsement

• Addition of post-application validation rules for unit riders

• Change the effective date on the cancellation entry screen

• Choose whether or not to apply the next rider.
• Add a configuration option on benefits to force the user to use an endorsement to change the date of birth of the third party insured.

• After activating the option, an error message appears if you wish to change the date of birth on the third party.

Civil service

• Enrichment of a person’s job rider: addition of gross monthly salary and additional data
• Addition of an optional parameter to retrieve employment data at a date other than the calculation date
• Addition of the subscriber’s employee number in the rule engine to ensure, via a control rule, that the data is correctly entered when subscribing to certain products.
• Addition of monthly salary and additional data from the payslip to professional data, so that it can be accessed in the rules engine.
• Addition of a message when the annual salary does not correspond to 12 * the monthly salary

Borrower

• Fee note management
• Add a new supplier role to move medical centers from the Third Party entry point to the Third Party configuration entry point
• Added the option of configuring the payment method for withholding accounts
• Display of the third party carrying out analyses on the withholding tax entry point, even if it is not the reimbursement recipient.

Risk analysis

• Manages the deferral of risk analysis at benefit level, and adds a “decision complement” field.

• Addition of a “risk analysis” tab in the endorsement overview

• Medical decision field added to risk analysis decisions triggering AERAS eligibility

Health

• Added “type_contrat” data to delegation period details, so that it can be returned in the almerys V3 flow rule
• Add civility to default line 1 of address in almerys flow
• API for third-party payment card edition

Claims

• Claims summary added

• Trigger claims extractions from claims events
• Add exclusions to the benefits view
• Do not display benefit types that are ineligible because they were not selected when the contract was underwritten. E.g.: the insured chooses to be reimbursed in annuity instead of lump sum during underwriting. Lump-sum benefits will not appear during the underwriting process.
• The function giving the total number of days indemnified for a covered item can now subtract deductible days. The benefit calculation rule can now return deductible details.
• Improved display of claims benefits
• Dynamic management of documents required for a claim recipient.
• Changed the “start date” label to “event start date”.
• Addition of a “claim declaration” shortcut button in the toolbar
• Improved manual management of claim compensation
• Ability to complete required claims documents via API
• Addition to the rules engine of a function returning the total amount compensated (paid/validated) for a loan

Collection/Disbursement

• Ability to debit a paid receipt in a single operation

• New action enabling you to re-pay a contract by cancelling and regenerating the receipts for the associated period (automatically deleting and re-labeling if the receipts were paid). The action is also available from within a receipt (which will also regenerate all subsequent receipts).

• Expense receipts with a “when contract signed” frequency now have a due date synchronized with the first periodic receipt of the contract.
• Allows schedule details to be grouped by guarantee
• Reduced memory consumption and improved direct debit file generation performance
• Bank account label added

Commission

• Management of customized commission rates in the commission parameter modification rider
• Display and creation of commission protocols from broker and distribution network entry points
• Possibility of forcing the saving of zero commissions on the commissioning plan, enabling the reuse of sales slip mechanics, even if commissions are not calculated by the tool

• Shortcut to find the associated commission protocols from the insurer entry point

Accounting

• Addition of default settings
• Improved performance of accounting aggregates
• Description added to accounting snapshots for reuse in accounting extractions

Technical

• Enable batch scheduling
• Batch processing chains are now parameterized in the Back-Office application.

• Batch processing chain now sends a batch report e-mail
• Multiple e-mail accounts can now be configured directly via the application

• New file or zip import and zip export module for parameter files (JSON). Zip import and export is done in the order in which the various JSON files are imported (mandatory).
• Enable you to force the date used to retrieve additional data from the rules engine.

Other

• Display eligibility rules with the new “form list” widget, allowing you to see all rule parameters without having to open them one by one

coog API

• Add additional subscriber data to product description
• Party : add additional data

coog Front-Office

Sales Support Tool

• Display of full name associated with user account when using SSO authentication

• Display warranty names in Product view
• Display policyholder, loan and warranty information in Contract view
• Increased file download size limit
• Add underwriter name to pricing view display
• Added explicit error messages for mandatory fields
• Added tooltips on home page