With Version 525, Insuresoft has added many new features to End of Period Processing. Changes have been included to:
Clients can now:
Flag indicating lock the system (EOP Running)
Define the number of threads used for running a process
Define dependencies between processes
Record statistics for all processes
Use the existing Job Scheduler Setup (Company Configuration Tool) to further automate processing.
Note: If this is the first time your company is using Version 525, your company will have pre-defined configurations based on the processes that were selected by your company for EOP prior to Version 525.
This allows administrators to run a selected configuration "manually" by selecting Start at the top of the screen. When a system currently contains a configuration for that Period Type, it is automatically selected in the Configuration combo box and the list of processes set to run are shown in the Grid View below.
Fields and functions on the Execute tab include:
For a selected configuration, administrators can:
This allows administrators to manage or change all End of Period configurations in their system. By default, the first configuration is automatically selected and displays the list of all processes.
Changing the Selected Configuration
Click the Edit button.
Save: Saves the configuration to the database.
Cancel: Returns the configuration to "View Only."
Name: Modify the name of the configuration, if necessary.
Active: Determines if the configuration is "Active;" removing the check marks it as "Inactive."
Roll System Date: Determines if the system date is "rolled" to the next day or not. When this field contains a check, the system date is rolled; no check, system date remains the same / not rolled.
Override the System Lock on the Last Day of the Month: Used with EOM and EOY configurations. Please see: EOP Processing...Final Notes for more information.
Changing the Selected Configuration's Processes
Options include:
Add: Returns the Available Process List screen; allows the administrator to add one or more processes to the configuration. The system returns a list of all the processes (Base & Implementation) that are currently available (but not selected to run in the configuration). When the list is presented, the administrator can then select any process they wish to add. To add a process or more than one process, click None to remove all check marks; click in the field opposite the one (s) you wish to add, then click Select. The configuration is returned with the processes added at the bottom of the Grid View.
Edit: Highlighting a single process and clicking Edit allows you to change the details of the selected process. See Edit Process Details.
Delete: Highlighting a single process and clicking Delete removes the process from the configuration after you answer Yes to the question: "Delete the <Name of Process>?"
Copy: Highlighting a single process and clicking Copy returns a confirmation: "Copy the <Name of Process>?" If Yes, the Edit Process Details screen is shown. The name of the process being copied is displayed with "Copy" after it. (Note: At this time, the only process that is run twice is "Process Account Balance" during EOD. You may want to consider not using this function.)
Move Up: Highlighting a single process and clicking Move Up allows you to move the process higher (sooner) in the running order.
Move Down: Highlighting a single process and clicking Move Down allows you to move the process lower (later) in the running order.
While still editing a configuration, highlight a process to return the Edit Process Details screen. You can change any of the following:
Name
Execution Mode: Select "Normal," "Multi Threaded," or "Multi Threaded Batch." Examples of "Multi Threaded" include: Process Legal Cancellations, Process Installments, Process Future Events and Process Batch Printing. An example of Multi Threaded Batch would be Process Cancellations.
Thread Count: If "Multi Threaded" or "Multi Threaded Batch" was selected, choose the corresponding thread count;leave at zero (0) if "Execution Mode" is Normal.
Error Log Category: Choose the corresponding system category (e.g., Billing, Claims, Policy, etc.) for records written to the Error Log table.
Other Options
Active (Flag): Future Use
Enable Email Notification: In Company Configuration / System Email, when the "Send Email per Process" is set to "True," selecting this option sends an email when the process starts / finishes.
Execute After System Date Change: Runs the process after the date has rolled to the next day in the system (e.g., Post Payments Received During EOD, Process Scheduled Claim Payments).
Enable Dates: For the most part, EOP Processes use the system date as today's date. Enabling this option allows you to "manually" enter the date to use for "today" instead of using the current system date. Please contact your Insuresoft Business Analyst prior to use.
Should Lock System: This sets the EOP Running flag to "True" (lock system) at the start of the process and "False" (unlock) when the process ends.
When finished, click Save to retain changes to the process, then Save again on the Configure tab.
Your System Email needs to be configured (should you want notification) to let you know when the EOP Processes (EOD, EOM and EOY) start and finish whether you are running these functions "manually" or automatically. Running automatically is done in Company Configuration / System Email.
If you have selected Enable Email Notification on a per process basis, the Send Email per Process option's value should be set to "True." Each process during the EOP functions will send an email when it runs showing: Time Started, Ended, Elapsed Time, Succeeded #, Failed #, Completed #, Total # and who the process was executed by.
To set up any of the EOP Processes, go to Company Configuration / Job Setup. Then, establish a corresponding schedule for the job in Company Configuration / Job Execution Schedule.
End of Day Processing: Prior to Version 525, the EOP Running Flag was set to "True" (lock system) when EOD started and "False" (unlock system) when it finished. This prevented users from submitting / issuing policies and transactions until after EOD finished and the date was rolled.
In this version:
End of Month Processing:
In this version:
EOP Running Flag: This is set to "True" (lock system) when the EOM configuration starts before any of the selected processes run (same as in prior versions).
Should Lock System Option: This is ignored for each process. After all processes have completed, the EOP Running Flag is then reset to "True" (unlock system...also same in prior versions).
Override the System Lock on the Last Day of the Month (Use with EXTREME Caution): Used with EOM and EOY configurations. When EOM or EOY run, the EOP Running Flag is set to "True" (lock the system) before beginning these configurations. The Lock System flag for each process is ignored; system remains locked. Once all processes finish, the EOP Running Flag is then set to "False" (unlock). When this field contains a check, each process is locked at the start and unlocked when it finishes (similar to what happens in EOD configurations). This can allow users to issue policies between running EOD / EOM and EOY! Again, use with extreme caution.
"Write Monthly Premium Totals:" This process will only run if the "Process Daily Premium Totals" process (in EOD) runs successfully for the same system date.
End of Year Processing:
In this version:
EOP Running Flag: This is set to "True" (lock system) when the EOY configuration starts before any of the selected processes run (same as in prior versions).
Should Lock System Option: This is ignored for each process. After all processes have completed, the EOP Running Flag is then reset to "True" (unlock system...also same in prior versions).
Override the System Lock on the Last Day of the Month: Same as in EOM.
"Reset Yearly Premium Totals:" This process will only run if the "Write Monthly Premium Totals" process (in EOM) runs successfully for the same system date.