# \#implementation **URL:** https://community.novulo.com/tag/implementation/6.md [Latest](https://community.novulo.com/latest.md) · [Categories](https://community.novulo.com/categories.md) · [Tags](https://community.novulo.com/tags.md) --- ## [Chain communication (9) functional configuration insurance solution](https://community.novulo.com/t/chain-communication-9-functional-configuration-insurance-solution/818)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 1\ **Last updated:** [September 24, 2026, 12:27pm UTC](https://community.novulo.com/t/chain-communication-9-functional-configuration-insurance-solution/818 "2026-09-24T12:27:03Z")
Purpose of functionality In the processes surrounding quoting, signing, renewing, and terminating insurance policies, many different parties in the chain play a role. Parties that all want to be informed in their own w… --- ## [How to add a new scheduled task (geplande taak)](https://community.novulo.com/t/how-to-add-a-new-scheduled-task-geplande-taak/196)
**Author:** [@j.batzke](https://community.novulo.com/u/j.batzke)\ **Replies:** 4\ **Last updated:** [September 18, 2026, 10:59am UTC](https://community.novulo.com/t/how-to-add-a-new-scheduled-task-geplande-taak/196 "2026-09-18T10:59:19Z")
Scheduled tasks (NL: Geplande taken) Certain components may require a scheduled automated process, e.g. to process some data at 5:00 in the evening or check every 30 minutes if it can send an email with updates. For this… --- ## [M10616 - Novulo Kostenplaats bij Serviceregel](https://community.novulo.com/t/m10616-novulo-kostenplaats-bij-serviceregel/971)
**Author:** [@MMancino](https://community.novulo.com/u/MMancino)\ **Replies:** 0\ **Last updated:** [August 27, 2026, 11:44am UTC](https://community.novulo.com/t/m10616-novulo-kostenplaats-bij-serviceregel/971 "2026-08-27T11:44:21Z")
Add this component to your application in order to be able to create claim reservations per cost center. This component also allow you to quickly create multiple reservations at the same time, making the reservation crea… --- ## [Stock Advice Replenishment Rules](https://community.novulo.com/t/stock-advice-replenishment-rules/964)
**Author:** [@hans\_van\_uden](https://community.novulo.com/u/hans_van_uden)\ **Replies:** 0\ **Last updated:** [July 21, 2026, 3:58pm UTC](https://community.novulo.com/t/stock-advice-replenishment-rules/964 "2026-07-21T15:58:25Z")
Stock Advice Replenishment Rules You can find Stock Advice replenishment rules in component 3342 Novulo Stock Advice. The advantage of using auxiliary expressions is that, if set up correctly, you are very flexible in de… --- ## [Training - Implementation specialist](https://community.novulo.com/t/training-implementation-specialist/906)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 9\ **Last updated:** [May 28, 2026, 7:41am UTC](https://community.novulo.com/t/training-implementation-specialist/906 "2026-05-28T07:41:56Z")
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 anythin… --- ## [The old() function](https://community.novulo.com/t/the-old-function/894)
**Author:** [@k.molokova](https://community.novulo.com/u/k.molokova)\ **Replies:** 0\ **Last updated:** [March 5, 2026, 11:08am UTC](https://community.novulo.com/t/the-old-function/894 "2026-03-05T11:08:18Z")
The Novulo offers a built-in old() function. It shows a previous value of a record when this record is being (but not yet) updated. For example, there is a book record with the category “Crime”. If we click to “Edit” th… --- ## [Data collections](https://community.novulo.com/t/data-collections/884)
**Author:** [@MMancino](https://community.novulo.com/u/MMancino)\ **Replies:** 1\ **Last updated:** [January 29, 2026, 4:01pm UTC](https://community.novulo.com/t/data-collections/884 "2026-01-29T16:01:42Z")
Introduction This article introduces Data Collections, a feature that allows technical users to query arbitrary data from the system’s database and extract the results for further use. Rather than focusing on predefined … --- ## [Workflow and its configuration](https://community.novulo.com/t/workflow-and-its-configuration/286)
**Author:** [@k.molokova](https://community.novulo.com/u/k.molokova)\ **Replies:** 4\ **Last updated:** [January 16, 2026, 8:24am UTC](https://community.novulo.com/t/workflow-and-its-configuration/286 "2026-01-16T08:24:28Z")
Introduction Workflows are processes linked together: one triggers the next according to the defined steps in the workflow configuration. Workflows can be simple (example) or perform very complicated actions. For exam… --- ## [Entra SSO for Novulo Applications](https://community.novulo.com/t/entra-sso-for-novulo-applications/391)
**Author:** [@j.batzke](https://community.novulo.com/u/j.batzke)\ **Replies:** 1\ **Last updated:** [December 16, 2025, 3:59pm UTC](https://community.novulo.com/t/entra-sso-for-novulo-applications/391 "2025-12-16T15:59:16Z")
Original author: Joost Reede PI49744 The Single sign-on plugin is now capable of handling authentication responses sent by Microsoft Entra, the Azure active directory. This makes MS Entra a possible identity provide… --- ## [Insurer and MGA premium collection](https://community.novulo.com/t/insurer-and-mga-premium-collection/867)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 0\ **Last updated:** [December 10, 2025, 3:19pm UTC](https://community.novulo.com/t/insurer-and-mga-premium-collection/867 "2025-12-10T15:19:43Z")
Insurer collection :light\_bulb: Tip: read more on chain communication. Imagine we have a policy in Novulo that is collected by the insurer (1)\*: Note: For a ‘My Organization Delegated Authority’ choose collection b… --- ## [Setting up Identity and Access Management (IAM)](https://community.novulo.com/t/setting-up-identity-and-access-management-iam/840)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 0\ **Last updated:** [December 10, 2025, 2:24pm UTC](https://community.novulo.com/t/setting-up-identity-and-access-management-iam/840 "2025-12-10T14:24:34Z")
Purpose Identity and Access Management (IAM) helps you control who can access what in your Novulo solution. It ensures users only see and do what they’re supposed to. Keeping your solution secure, compliant, and easy t… --- ## [Cache value – how to filter out record(s)](https://community.novulo.com/t/cache-value-how-to-filter-out-record-s/864)
**Author:** [@k.molokova](https://community.novulo.com/u/k.molokova)\ **Replies:** 0\ **Last updated:** [November 28, 2025, 4:25pm UTC](https://community.novulo.com/t/cache-value-how-to-filter-out-record-s/864 "2025-11-28T16:25:28Z")
Cache value – how to filter out record(s) Often within Novulo processes you need to refer to record(s) several times: in decisions, updating steps, calling subprocesses, etc. From the performance perspective it is bett… --- ## [Expressions: Frequently Used Functions](https://community.novulo.com/t/expressions-frequently-used-functions/324)
**Author:** [@Reinier](https://community.novulo.com/u/Reinier)\ **Replies:** 0\ **Last updated:** [July 3, 2024, 12:49pm UTC](https://community.novulo.com/t/expressions-frequently-used-functions/324 "2024-07-03T12:49:30Z")
Expressions: Frequently Used Functions Below is a list of frequently used functions that you can use per data type. Since every application can have a different composition, some functions may not be available in your … --- ## [Installing datasets](https://community.novulo.com/t/installing-datasets/520)
**Author:** [@k.molokova](https://community.novulo.com/u/k.molokova)\ **Replies:** 1\ **Last updated:** [November 19, 2025, 10:45am UTC](https://community.novulo.com/t/installing-datasets/520 "2025-11-19T10:45:56Z")
What are datasets? Every new application starts empty. There is no data, just a database with the right structure. Often it would be very usefull to have data to start with. Note: there is general data and customer spec… --- ## [Know Your Customer (KYC) and Customer Due Dilligence (CDD)](https://community.novulo.com/t/know-your-customer-kyc-and-customer-due-dilligence-cdd/841)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 0\ **Last updated:** [November 11, 2025, 9:16am UTC](https://community.novulo.com/t/know-your-customer-kyc-and-customer-due-dilligence-cdd/841 "2025-11-11T09:16:24Z")
Disclaimer: this article is a work in progress. Purpose Know Your Customer (KYC) processes help you verify the identity and trustworthiness of your customers. This is not just good practice, in many cases, it is a leg… --- ## [Setting up your insurance solution](https://community.novulo.com/t/setting-up-your-insurance-solution/582)
**Author:** [@Frank](https://community.novulo.com/u/Frank)\ **Replies:** 0\ **Last updated:** [December 10, 2024, 3:44pm UTC](https://community.novulo.com/t/setting-up-your-insurance-solution/582 "2024-12-10T15:44:06Z")
This📘 Guide walks you through the key topics involved in setting up and maintaining your Novulo insurance solution. From getting started to configuring and going live. :light\_bulb: Tip: use the table of contents in the… --- ## [Customer entry (2. Policy Request for new & existing clients) functional configuration insurance solution](https://community.novulo.com/t/customer-entry-2-policy-request-for-new-existing-clients-functional-configuration-insurance-solution/792)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 0\ **Last updated:** [August 13, 2025, 10:30am UTC](https://community.novulo.com/t/customer-entry-2-policy-request-for-new-existing-clients-functional-configuration-insurance-solution/792 "2025-08-13T10:30:24Z")
This work instruction is part of the guide Setting up your insurance solution. A client relation in the Novulo environment could either be a person as well as an organization. Both types of clients can be added in the… --- ## [Quotation process and comparison (2. Quote Request for new & existing clients) functional configuration insurance solution](https://community.novulo.com/t/quotation-process-and-comparison-2-quote-request-for-new-existing-clients-functional-configuration-insurance-solution/796)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 0\ **Last updated:** [August 15, 2025, 12:49pm UTC](https://community.novulo.com/t/quotation-process-and-comparison-2-quote-request-for-new-existing-clients-functional-configuration-insurance-solution/796 "2025-08-15T12:49:50Z")
This work instruction is part of the guide Setting up your insurance solution. Create a quotation Novulo offers the functionality to generate quotes in the back office. When creating a quotation, a ‘draft policy’ is g… --- ## [SUIV product (1. Product setup) functional configuration insurance solution](https://community.novulo.com/t/suiv-product-1-product-setup-functional-configuration-insurance-solution/585)
**Author:** [@Frank](https://community.novulo.com/u/Frank)\ **Replies:** 0\ **Last updated:** [December 10, 2024, 7:28pm UTC](https://community.novulo.com/t/suiv-product-1-product-setup-functional-configuration-insurance-solution/585 "2024-12-10T19:28:51Z")
This work instruction is part of the guide Setting up your insurance solution. Prepare Perform a careful analysis of the product to be configured. Our workshop and backlog templates can help request all necessary info… --- ## [5. Renewals - Prolongation processes](https://community.novulo.com/t/5-renewals-prolongation-processes/797)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 0\ **Last updated:** [August 15, 2025, 2:31pm UTC](https://community.novulo.com/t/5-renewals-prolongation-processes/797 "2025-08-15T14:31:46Z")
This work instruction is part of the guide Setting up your insurance solution. Prolongation is an important process within the world of insurance. Prolongating (renewing) an insurance policy means extending it. In N… --- ## [Amendments (4. Policy Amendments) Functional configuration insurance solution](https://community.novulo.com/t/amendments-4-policy-amendments-functional-configuration-insurance-solution/789)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 0\ **Last updated:** [August 12, 2025, 1:23pm UTC](https://community.novulo.com/t/amendments-4-policy-amendments-functional-configuration-insurance-solution/789 "2025-08-12T13:23:09Z")
This work instruction is part of the guide Setting up your insurance solution. Mutation Process Once an insurance policy has been finalized, you can no longer make changes to the original data. If something still need… --- ## [Manual policy application (2. Policy Request for new & existing clients) functional configuration insurance solution](https://community.novulo.com/t/manual-policy-application-2-policy-request-for-new-existing-clients-functional-configuration-insurance-solution/793)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 0\ **Last updated:** [August 13, 2025, 1:32pm UTC](https://community.novulo.com/t/manual-policy-application-2-policy-request-for-new-existing-clients-functional-configuration-insurance-solution/793 "2025-08-13T13:32:09Z")
This work instruction is part of the guide Setting up your insurance solution. This work instruction outlines the steps to manually create an insurance policy for a customer, including associated objects and coverages… --- ## [Custom product (1. Product setup) functional configuration insurance solution](https://community.novulo.com/t/custom-product-1-product-setup-functional-configuration-insurance-solution/790)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 0\ **Last updated:** [August 12, 2025, 3:05pm UTC](https://community.novulo.com/t/custom-product-1-product-setup-functional-configuration-insurance-solution/790 "2025-08-12T15:05:04Z")
This work instruction is part of the guide Setting up your insurance solution. This article aims to guide you step-by-step through the product configuration required for policy administration. For general insight and … --- ## [Policy acceptance (3. Policy assessment and issuance) Functional configuration insurance solution](https://community.novulo.com/t/policy-acceptance-3-policy-assessment-and-issuance-functional-configuration-insurance-solution/788)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 0\ **Last updated:** [August 12, 2025, 12:51pm UTC](https://community.novulo.com/t/policy-acceptance-3-policy-assessment-and-issuance-functional-configuration-insurance-solution/788 "2025-08-12T12:51:07Z")
This work instruction is part of the guide Setting up your insurance solution. In this step, it is assessed whether the requested risk is acceptable and whether the insurance can be issued under the specified terms. A… --- ## [Organization and contract configuration](https://community.novulo.com/t/organization-and-contract-configuration/791)
**Author:** [@Jurg](https://community.novulo.com/u/Jurg)\ **Replies:** 0\ **Last updated:** [August 13, 2025, 10:05am UTC](https://community.novulo.com/t/organization-and-contract-configuration/791 "2025-08-13T10:05:54Z")
This work instruction is part of the guide Setting up your insurance solution. Insurance market In the insurance market, different parties can be involved in the flow of premium payments and commissions. Although a cu… --- ## [Novulo Finance: Journal Entry Plans](https://community.novulo.com/t/novulo-finance-journal-entry-plans/347)
**Author:** [@Joost](https://community.novulo.com/u/Joost)\ **Replies:** 0\ **Last updated:** [July 21, 2024, 8:50pm UTC](https://community.novulo.com/t/novulo-finance-journal-entry-plans/347 "2024-07-21T20:50:14Z")
Journal Entry Plans and Ledger Accounts The Challenge When your Novulo application supports multiple administrations—especially across different countries—you’ll often run into a problem: Journal entries that are relat… --- ## [Publishable Stock Explained: Configuration and Best Practices in Novulo](https://community.novulo.com/t/publishable-stock-explained-configuration-and-best-practices-in-novulo/787)
**Author:** [@Joost](https://community.novulo.com/u/Joost)\ **Replies:** 0\ **Last updated:** [August 10, 2025, 4:17pm UTC](https://community.novulo.com/t/publishable-stock-explained-configuration-and-best-practices-in-novulo/787 "2025-08-10T16:17:50Z")
Publishable Stock in Novulo Why Publishable Stock? In many implementations, you want to share stock information externally — for example, to webshops, marketplaces, or other systems. However, the real stock values in No… --- ## [Kit Products in Novulo](https://community.novulo.com/t/kit-products-in-novulo/786)
**Author:** [@Joost](https://community.novulo.com/u/Joost)\ **Replies:** 0\ **Last updated:** [August 10, 2025, 7:21am UTC](https://community.novulo.com/t/kit-products-in-novulo/786 "2025-08-10T07:21:21Z")
1. Introduction A kit product is a product in Novulo composed of one or more other products. The components can be: Inventory products (physical goods) Services Or a combination of both Kit products are comm… --- ## [3. Policy assesment and Issuance - functional configuration insurance solution](https://community.novulo.com/t/3-policy-assesment-and-issuance-functional-configuration-insurance-solution/586)
**Author:** [@Frank](https://community.novulo.com/u/Frank)\ **Replies:** 0\ **Last updated:** [December 10, 2024, 10:25pm UTC](https://community.novulo.com/t/3-policy-assesment-and-issuance-functional-configuration-insurance-solution/586 "2024-12-10T22:25:48Z")
Policy Assesment and Issuance In this guide, we’ll cover how to set up policy assesment and issuance in the Novulo Underwriting Solution. Follow the videos or step-by-step instructions for each type to ensure proper conf… --- ## [How to link your Scheduling Service if a database copy doesn't correct it automatically?](https://community.novulo.com/t/how-to-link-your-scheduling-service-if-a-database-copy-doesnt-correct-it-automatically/61)
**Author:** [@Reinier](https://community.novulo.com/u/Reinier)\ **Replies:** 5\ **Last updated:** [July 24, 2025, 7:28am UTC](https://community.novulo.com/t/how-to-link-your-scheduling-service-if-a-database-copy-doesnt-correct-it-automatically/61 "2025-07-24T07:28:53Z")
After copying a production database to an acceptance database, depending on the script used after restoring the database, it is possible to overwrite the Scheduling Service settings with wrong keys / settings. What is… [Next page](https://community.novulo.com/tag/implementation/6.md?match_all_tags=true&page=1&tags%5B%5D=implementation)