Company Configuration Tool has many of the functions you will need to set up during the implementation of the Diamond System. Once these are established, it is seldom you will need to change any of the information.
Functions include:
Attachments - Attachment Types - Allows users to set up "system" (set up by Insuresoft and applied to Diamond as a whole) OR "non-system" (company specific; established by your company) attachments.
Billing - Bank Account Setup - This function allows you to establish bank accounts, routing numbers, account types and, if using the lock box feature, the lock box address. If your company will be using Diamond's Check Processing Program, it is mandatory to set up bank accounts. Check Rules - The Check Rules functionality allows for company specific configuration of Check Rules for Refund Checks. This reduces the set up time for checks for a new customer implementation or for an existing customer setting up a new company. EFT Group Setup allows users to set up EFT Groups by company / state / lines of business for the purpose of transmitting EFT information, Pay Plans Renewal Groups - This function allows users to have a "one to many" Pay Plan pathway for Renewals as opposed to a "one to one" path used in prior versions of Diamond. Pay Plans (Installments) - This is used to set up all pay plans and installments your company will be using in the Billing System. Payroll Deduction Employer Setup - The function is used to add employers for which Payroll Deduction is supported. Suspense Accounts - This is used to establish a suspense account (or accounts) that is used to process any payments that cannot be directly associated with an existing policy in Diamond and capture the data regarding these payments for reporting purposes.
Choice Point Setup - Accounts - This gives Diamond clients the capability to have different Choice Point account numbers by company, state and line of business.
Claims - Claim Number Setup - Allows you to configure the format of your claim number using the Diamond Base System options. Feature Defaults - This is used to set up, by company / state / line of business, coverage and sub-coverage information that is used in the Multiple Feature / Coverage Set Up in the Claims System. Initial Reserve Setup - Allows users to add average initial reserves for coverage / sub-coverage combinations in Claims.
Company - Company Setup is a major component in Company Configuration Tool. It is used to establish your company's name, branches, departments and user types as well as set up lines of business, pay plans, corresponding bank accounts as well as their use.
Configurable Options - Configurable Authorities - Configurable authorities are used to give access to users for viewing specific on-line reports when selecting the On-Line Reports button from the Diamond Main Menu. Configurable Reports - After you have created and deployed the on-line reports, the reports need to be made available to your users by adding them to the Configurable Reports table. Here is where you may add the reports.
Fraud Prevention: Search Configurations allows users to modify the different Fraud Prevention Search Configurations that can be used in Policy Processing.
Help: Displays the version of the Company Configuration Tool currently running on your system.
Holidays - This allows you to set up any holidays scheduled by your company for the year.
Model ISO - Used to edit ISO vehicle records.
Notes Type - This function allows users to add, edit and delete (make "Inactive") various types of notes for claims and policies. Examples of these are: New Assignment, Appraisal Request, Policy Contact, Agency Contact, etc. Once entered, these are available for selection on the New Note screen in a combo box, "Note Type." Additionally, Note Type can be displayed on the Notes tab which then may be used to filter the type of note being displayed at the selected level.
Policy Search Type Override Setup - Lets Diamond clients set up user defined methods when using the Policy Search lookup in Diamond and control which search options are visible by "User Category."
Reinsurance Treaties - This process allows users to add a Reinsurance Treaty and copy an existing treaty to a new treaty. Users can also edit and / or delete an existing treaty.
Rules - This allows users to set up rules to be applied at Submission, Rate and Promote / Issue for Policy Processing as well as Claims. Additionally, users may change and copy an existing rule to another rule as well.
Schedule Runner - Schedule Runner allows you to set up and run programs automatically in an "unattended" mode. Generally speaking, these would be programs that are run after your normal business hours, such as End of Day, End of Month, End of Year and Automatic Renewal Processing when no users are logged into Diamond.
Subline Setup - Allows sub line information to be added to the Sub Line Lob Coverage Code Program Type Link table which maps Coverage Codes to your GL sub lines.
System Email - System Email function allows a company to set up Email configuration (End of Period, Claims or Policy) in one (1), centralized location as opposed to doing this in different locations in the Diamond System Editor.
Transaction Reason Setup - This allows implementations to specify transaction reasons that can be viewed for users of a certain category (e.g., Employees, Agency, etc.). Any Transaction Reason added to the system will be the only one (s) visible to all users with the specified User Category.
Update ALI Match Code - The ALI (Auto Location Insight) Match Code process is used with the ALI Interface. The ALI Interface looks up a predetermined territory based on address; however, instead of the "normal" Diamond territory, there is a collection of territories that are separated by coverage type (e.g., Comprehensive, Collision, BI, etc.).
Users - Password Policy - This function allows your implementation to define a "Strong" password for users accessing the Web. User Security Questions - This allows you to establish a list of questions that can be assigned to each individual user should they forget their password when accessing the Web. Once the questions have been set up, you can assign three (3) questions and enter the user's corresponding answers in User Setup.
Write Letter Maintenance - Documents are created in Diamond using the Write Letter function. This function integrates with Microsoft Word ® to produce a letter.
Note: Each user who accesses the Company Configuration Tool must have the authority, "Access Company Configuration Tool," (Configurable Components group).
To access the Company Configuration Tree View:
Open Diamond from your desktop.
Right click the Diamond Agent caution sign in the bottom right corner.
When a pop up menu displays, click Company Configuration Tool.