coog version 2.4 released

COOG Back Office

Third-party repository management

  • Automatic batch anonymization of third parties after the RGPD retention period has expired
  • Addition of parameters to country address lines to limit the number of characters to comply with AFNOR standards
  • SIREN added to legal entity view

Contract management

  • Identification of third parties to be anonymized after termination of their contract and after the RGPD retention period.
  • Ability to cancel affiliation
  • Control over overlapping date periods for items covered under a given warranty
  • Management of annual mailings of supporting documents under the Madelin law for self-employed workers.
  • Management of several external identifiers for a contract. Identifier types can be configured within the application. (Rename of contract_external_number module to contract_identifiers)
  • Addition of an input validation rule for additional data.
  • Addition of a default sort on the tree view of a company’s organization.
  • Display of exclusions and surcharges on risk analysis lines

Contract endorsement

  • Display only valid premiums after rider application in premium change rider preview
  • New configuration to choose whether to execute the following rider as part of a process

Claims

  • Enter the bank account for payment of benefits under the contract
  • Add My History to the Claims menu
  • Extraction of claims-related data in the portability data list for RGPD
  • Addition of a link between a benefit and the one that preceded it
  • Possibility of exercising a benefit several times within the same claim
  • Added default settings for disability annuity management rules
  • Improved wizard for validating/checking benefit claims: opening in a dedicated tab and addition of a link to the claim from a benefit claim
  • New wizard and batch for checking migrated claims data (recalculation of benefits)
  • Ability to override the indemnity amount calculated by COOG
  • Management of insurer changes on group contracts: full management resumption, resumption in addition to the former insurer, no resumption
    • Addition of the previous insurer’s reset amount data to the rule engine
    • Management of reset calculation for “In addition to previous insurer” contracts
  • Extend possible beneficiaries to all hierarchically superior third parties in the elements covered and to the contract’s subscriber
  • Addition of a method for reporting on benefit slips
  • Start date of first disability event added to rule engine
  • PASRAU evolutions:
    • Management of matricule as policyholder identifier
    • Management of civil status modifications
    • Rate business identifier management
    • Management of PASRAU type slips
  • PrestIJ evolutions
    • Re-ordering of the BPIJ view in PREST’IJ
    • Improved display of BPIJ tasks, with the option of filtering by Company / Insured
  • Implement default extraction of claims inventory for insurers
  • Addition of an entry in linked records to view wages on a claim
  • Addition of a field on the benefit to override the wage mode on a claim
  • Separate draft risk analyses in a new tab.
  • Display of document requests and medical analysis list results from a claims file.

Contributions

  • Automatic de-suspension of contracts suspended for non-payment of contribution when a receipt is paid.

Collection – Disbursement

  • Addition of a new action on payment rejections: Re-present at a given date
  • When creating a payment via the wizard, all lines that could affect the total amount of the payment are displayed, and the user can ignore some of them.

Accounting

  • Ability to postpone lettering proposals in the “Letter accounts” wizard
  • Enable import/export for slip configuration

Commission

  • New description field for commissions, clarifying calculation
  • Addition of deduction synchronization chain to daily batch chain
  • New Commission on stock module (commission_posponed), enabling end-of-month commission to be calculated on the basis of a rate depending on the state of contract stock (e.g. 20% commission on the first 100 contracts and 15% on subsequent contracts).

Desktop publishing

  • Desktop notification when an asynchronous print job is finalized.

Process

  • Process start date added to task list view

Rules engine

  • Ability to add details to rule results
  • Ability to define the order in which rule parameters are entered

Cross-functional features

  • New module Event logs by third party (event_log_party): View all events for a third party (policyholder, company) from its file.
  • Added configuration for concentrating event notifications in one period and notifying another event only once.

Technical core

  • Added delimiter option in migration file import tool, and set semicolon as default value.
  • New claims migration module (migrator_claim): Tool for migrating claims from a migration cradle
  • New Group contract migration module (migrator_contract_group): Tool for migrating group contracts from a migration cradle

COOG API

Pricing

  • Addition of signature date on a tariff
  • Improved identification of a lender (by BIC, bank code and branch code) for borrower pricing.
  • Management of underwriting submission without a bank account
  • Broker information and commission protocol added to underwriting.

Quotation/Contract

  • Addition of an API to define release options for a set of quotes
  • Management of external identifiers from the contract creation/update API

Claims

  • Addition of an API for processing a claims declaration process

COOG PORTAL

Sales journey

  • Dynamic sales process configured via Coog back-office
    • DDA form + Scoring of eligible products (rules)
    • Sales process compatible with business lines:
      • Borrower
      • Health
      • Personal protection
      • Funeral
    • Pricing (rate simulations)
    • Underwriting (conversion of quotes into contracts)
      • Document generation (desktop publishing)
      • Document downloading
      • Electronic document signature support

Dashboard

  • Dedicated broker dashboard with activity visualization (summary views)
    • Pricing follow-up
    • Subscriptions follow-up
    • Debtor and commission tracking
  • Alerts on unpaid contracts

Portfolio visualization

  • View the advisor’s portfolio: list views with sorting and multi-criteria filtering functions.
    • Pricing
    • Subscriptions/Contracts
    • Third-party
    • Products
  • 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.