Training - Implementation specialist

You’ve made it through the first stretch of the Novulo Insurance Academy. You’re a starter implementation specialist. We’re proud you’re here!

This post is our space. Drop your questions, reactions, thoughts, or anything that’s been bouncing around in your head. We read everything.

Here’s a quick recap of what we shared. For a full read, view: Setting up your insurance solution

Questions about it? Drop them right here or under the post itself.
@KimMeuwissen and @RobinVelthof are your mentors and use will make sure to get to the questions posted in this thread. Don’t hold back!

A big shoutout to our trainers: @MMancino @Reinier @Redmer @Reinier @Remy @KimMeuwissen
Thanks to our participants: @JSmeets @navidos @Rachelle @melody @FrankvandeG @MennoKonijn @Jelte @AGenov @Vlad. Please add other participants with @ mention or ask them to join in the discussion.

Want more? Read the full list of articles in setting up your insurance solution.

Tijdens de training heb ik gemerkt dat er veel vraag is geweest naar hoe de datamodel van Novulo eruit ziet. Tijdens mijn periode bij Maia heb ik een database diagram gemaakt deze kun je hier bekijken.

@navidos, the datamodel can be also seen from the Architect (Data modeling (UML)): if you open your integrated model or any specific model > Views tab > Data Model. There you can toggle what model(s) you want to see.

Yeah i know but this was made before i had access to the architect :wink:

During the presentation we saw that we can schedule our tasks. These tasks are based on cronjobs. There is an site called: https://crontab.guru/ which can help you guide trough the strange syntax.

I’ll post some questions I’ve received during the mentor sessions, since the answers might be of interest to everyone:

Question:

I’d like to save department-specific information on the department record, like phone number and mail address.

Answer:
There are separate components for these functionalities:

M6238 - Adres bij afdeling
M6239 - Telefoonnummer bij afdeling

M4338 - Email bij afdeling

You can find these in the App Server by searching components.

Question:

I’m making a content block template and struggle with the export definition. I want to show the answer to the properties of an object. I’ve tried using .only_insured_object.answer(“vraag”), but that’s not working. Probably because more objects are connected to the system version. What expression can I use?

Answer:

You can search the answer table for an answer connected to your object. Then your expression will look something like this:

Answers:first({answers,this,boolean:and([this.system_version_actual_answer().equals(parent.system_version, this.question.id.equals(IDOFQUESTION)]),id.desc})

Question:

During training, we’ve learned to make a manual reservation for a claim. How can we automate this process?

Answer:

You could add this step to the workflow for the claim. You can add certain checks to set the circumstances in which to automate making reservations for a claim (and in which circumstances you do want to do this manually). Work out the steps for this process and implement these in a copy version of your workflow.

Question:

We have a lot of intermediaries. We don’t want to set the provision in every contract with these intermediaries. Is there another way to do this?

Answer:

Yes, for this specific situation we have the option for a generic contract. This contract only has a contract holder, but no counterparty. When using this contract, the standard provision will be used for all intermediaries.

Question:

For most products we use a standard provision which is different for each product. How can we set this standard provision?

Answer:

In Novulo, the standard provision is set on the proposition, by the property ‘PPRC’. Setting a standard answer to this property is enough to set it on the systemversion.

Question:

We’d like to set a maximum provision for each product, to ensure intermediaries can’t choose a higher provision than this maximum. How can we configure this?

Answer:

The maximum provision is set by adding a validation on the standard provision. This is usually done by >-0% and <‘maximum’%. Ever more often a combination of ‘STPRV’ (standard provision yes/no) and GWPROVP (desired provision percentage intermediary) is used. The GWPROVP is then set by the intermediary and in the generic contract a check is done to see if this value is present.

Question:

When going from systemversion to object, there is the function ‘only_insured_object()’. Is there a similar way to find the systemversion connected to the object?

Answer:

You can approach this by searching the systemversion table, with an expression like this: systemversions:first({systemversions,this,this.only_insured_object.equals(parent),id.desc})

Make sure to always add a sortingexpression like ‘id.desc’ when searching a large table with a ‘first’.