Otak Limited
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Data Processing Overview
Data Processing Overview
The Bordereaux Screen
Deleting Bordereaux
Bordereaux Types
The Definition of Risk and Premium Bordereaux in Tide
Contracts
Contract Overview
Folder - Contract Structure
Contracts Screen
Contract Creation
Contract Life-cycle
Contract - Main Details
Contract Data - Summary
Contract Data - Risk & Premium
Contract Data - Claim
Credit Control Screen
Contract Analysis
Contract - Bordereaux Reporting Channels
Contract - Aggregate Limits
Contract Rules Overview
Contract Section - General Rules
Contract & Section Rules - Bespoke
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Contract Section - Deductions
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Submission
Submission Overview
Submit Bordereau Screen
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Transformation - Validation & Enrichment
Transformation - Validation & Enrichment Overview
Bordereau Summary Screen
Data Validation - Error Screen Navigation
Data Validation Rules
Core Automated Enrichment
Contract Data Screens - Audit Trail
Reporting Sequence Rules
Partial Bordereaux Submissions
Sub-Risks
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Bordereaux Un-Approval
Identifying Sheet(s) in a Bordereau
Data Validation - Reference Data Type
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Data Validation - Date Data Type
Data Validation - Boolean Data Type
Identifying the Header in a Bordereau
Year of Account Contract Identification
Contract Identification Errors
Resolve Errors
Single Effective Date Processing
Copying an Existing Questionnaire
Sub-Claims
Access & Permissions
Access and Permissions Overview
User Roles
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Data and Rule Framework
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Rules Screen
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Bordereau Summary - Approved
First reporting of risk with negative premium
One or more of the expected columns are missing
Duplicate bordereau column names identified
No single sheet contains specified text
Zero Records
New Columns Identified
Header columns are not in the correct sequence
Both Dates Inclusive
Transformation - Questionnaire
Transformation - Questionnaire Overview
Completing a Bordereau Questionnaire
Bordereau Questionnaires Screen
Let Tide select the Questionnaire
View Used Bordereau Questionnaire Summary
Questionnaire - Bordereau Type
Contract Order & Risk Order
Financial Reporting Types - Risk & Premium
Financial Reporting Types - Claims
Questionnaire - Location Details
Questionnaire - Coverages
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Questionnaire - Experts
Questionnaire - Remaining Fields
Questionnaire - Bespoke Default
Questionnaire - Review
Questionnaire - Settlement Financials
Questionnaire - Review - Advanced Options
Questionnaire Owner
Questionnaire - Calculated Fields
Questionnaire - Calculated Fields
Questionnaire - Advanced Row
Questionnaire - Deductions and Taxes
Assignment and Approval
Bordereaux Assignment
Bordereaux Approval
Data Extract
Data Extract Service Overview
Accessing the Data Extract Service
Data Extract Security
Data Extract Service Limitations
Using the Data Extract Service
Versions
Enhancement Release v.4.3
Enhancement Release v4.2
Enhancement Release v4.1
Enhancement Release v4.0
Enhancement Release v3.7
Enhancement Release v3.6
Enhancement Release v3.4
Enhancement Release v.4.4
Otak limited Glossary
Approved Bordereau Distribution Log
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