Note: Prior to use, the system setting, "Download Path," (Download folder) must contain the name of the directory where the downloaded XML file resides. It is used to store the Download XML file containing all transactions selected when the Download function is executed. The system setting, "XML to Path" (Download folder) must also be identified. This is used to determine where the Print XML file is saved. Also, for each agency that will have policies downloaded, you will need to place a check mark in the Download field in Diamond Administration / Agency Set Up / Interface Info Tab.
Additionally, when Download is executed and the Download1.xml file already exists, a user may receive a rights error. There are two (2) separate rights that need to be given in order to delete and re-add this file correctly. First, the user who is running Download needs to have the correct rights to the Diamond Web service in IIS. Additionally, the user needs to have rights to the Folder location that the Download file is being saved to.
Any user wishing to do this function must have the authority, "Download," (Diamond Administration group).
The Download function is used to generate an XML file containing all transactions that can be sent to IVANS. Once processing is complete, IVANS then returns the information to agents. Transaction images that can be downloaded include: In-Force, Future, History and Reapplied.
To download policy images, select Download from the Diamond Processes Tree View.
Entries and selections include:
Agency List View: All agencies containing a check mark in the Download field (Agency Setup) are displayed. The field next to each agency defaults blank.
All: This places a check mark in each agency shown in the list view.
None: This removes all check marks for each agency. Users may then individually choose which agencies will have information downloaded by selectively clicking next to each agency.
Invert: Let's say, you have one or two agencies you do not want to include in this job, but you want to include some of the others listed. Place a check mark in the boxes you do not want included. Click Invert. The system places check marks in all the remaining boxes and removes the check marks from the existing boxes, indicating those agencies will not be processed in this job.
Likewise, if you have all of the agencies with check marks except for one or two and you select Invert, the system removes all the check marks from the existing agencies and places check marks in the fields previously unselected.
Search By / Search Value: Select the criteria from the combo box and enter a corresponding search value.
Find: Click Find. All values matching the search criteria are shown.
Clear: Removes the contents of the search and returns all agencies.
Start Date: Enter the beginning date for the download.
End Date: Defaults to the system date but can be changed; ending date for the download.
In-Force Image: If you select this field, only In-Force images are stored in the XML file; system default.
In-Force, Future, History, Reapplied: Select to include policy images that are In-Force, Future, History or Reapplied.
Re-Download Policies: Selecting this check box ensures that when the Load Policies button is clicked, only policies that have been previously downloaded are loaded in the Transaction list view.
Download Path: This defaults to the path specified in the system setting, "Download Path" (Download folder). You can override the default value or use the Ellipse button ("...") and choose the path for the download.
Download (Without Loading List View): If you do not want the policy images displayed in the Transactions list view, select this button to begin the download. Using the criteria selected, Diamond creates the download.
Load Policies: This expands the size of the screen. It loads all policies or transactions chosen for the selected agencies into the Transaction list view.
Download Agency Transactions: Select to download all policies / transactions for the selected agencies without loading them into the Transaction list view.
Download All Transactions: Select to begin the process for all agency transactions.
Initial Download: Used to download all in-force policies for an agency; basically a snap shot or starting point for a book of business.