Export Formatting

This is an added functionality to the existing export feature within the Data Tab of a Contract. Users will now be able to export and view the colours that are currently present on the Tide UI (Red / Green highlighted cells) and be able to view these same highlighted cells in the exported file. 

Sequential View for Approved/Processing Tab. 

Previously bordereaux in the Approved/Processing tabs were grouped by status. The new default view that is presented, to show bordereaux by the latest year and latest month for easier tracking and visibility.

Overdue Bordereaux Reporting

A new bordereaux status has been introduced to provide insights on bordereaux that have been uploaded onto the system but have not yet been worked on/processed. This new status is labelled as ‘Overdue – Received’. 

This new status will also be reflected in the SSRS Reports as well as the Data Extract. 

Multi Select Filtering on Reports

SSRS Reports have now been updated and now allow users to have a Multi Select feature on parameters that were previously only a single select option. 

Breach Report Status

A new interim breach status has been added to the system titled ‘Awaiting Confirmation ‘. This new status is to help with the reporting of breaches and to indicate that breaches that have been assigned this new status means that an Underwriter has been contacted to determine if it is a confirmed breach or pre-agreed. 

This new status will also be reflected on the SSRS reports as well as the Data Extract. 

Bulk Deleting on Processing Tab. 

Bulk deleting has now become available on the processing tab, Bordereaux that are in the ‘ Uploaded, Review and Review Errors ‘ states will be able to be bulk deleted. Bordereaux in the ‘For Assignment / For Approval ‘ status will be required to be either rejected or revert to uploaded in order to be eligible for bulk deletion.

Cancellations for RLD 

This update revisits a previously removed feature in DDM for processing rolling RLD with restatement premiums. The revised approach reinstates automatic cancellations without adjusting financials, leaving an overstated premium for easy identification during credit control. It will also ensure cancellations aren’t added for risks with expired policies, allowing better tracking of live policies and exposure.