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Version 5.5 released
Upgrades to Security and New User Setup
The ReSure security system has been upgraded to provide improved functionality and ease of use. Now you can set up a new user and assign them a similar user’s access rights. Typically, you would select this option if the new user worked for the same part of the organisation as an existing user.
For more information click here (pdf file)
Date-Based Alerts
ReSure now has a feature which alerts users when certain events should be triggered. Examples are: Policy Renewal dates and Property Lease Expiry dates. When the system detects that a date has been reached, an email is sent to the appropriate users to alert them of the event.
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Version 5.4 released
Enhanced Document Management System
The purpose of the enhancement is to provide improved control over documents (attachments), especially where multiple users need to work on a single document.
For example, it may be necessary for several users to update the same insurance renewal spreadsheet with their own information. ReSure’s Enhanced Document Management System ensures that only one version of the document is being worked on at any one particular time.
The new facility allows attachments to be “checked out” and “checked in”, like a library. A summary list of attachments, together with change history, is available to the user. |
Version 5.3 released
Multi-line Measures
ReSure now has the ability to store multi-line measures on forms. A form could contain, for instance, a question regarding equipment on premises, or a question regarding incidents or events which have occurred. In these instances, multiple entries may be required.
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ReSure Version 5 Released
Overview
Version 5 of the Resure Renewals Information System features some important changes. In particular, a new “transactional” structure to the database has been incorporated. This means that each time a value is changed, the new value is recorded as a new record with an Effective Date. This enhanced feature offers users many additional benefits, which include:
- Every change to Insurable Entity information (such as Property, Industrial Special Risks, Motor Vehicles etc.) is now recorded. This includes all changes to Entity properties such as Site and Person Responsible, as well as changes to the values of all Measures (such as Building Value, Stock, Contents Value etc).
- You can view the History of all changes. This provides a complete audit trail of who changed what data and when it was changed.
- Each record is stamped with an Effective Date of the change. You can use the Effective Date to distinguish between changes in values that are reported during the insurance year versus the values that you wish to declare for next year.
- You can view a “snapshot” of the Entity at any time during its recorded history by specifying an As At Date.
- You can run reports that show the information As At any specified date, so you are no longer restricted to reporting on the current Period.
- Detailed Date Comparison Reports allow you to compare information As At two different dates.
To read the detailed Release Notes for:
Business Users - click here (Word document - 493 KB)
System Administrators - click here (Word document - 522 KB) |
ReSure Version 4.2 Released
For full details of Version 4.2 new features, click here to read the detailed Release Notes. (Word document - 32kb)
Issues Management Module
This module was first released in March 2005. It is offered as an “add-on” to ReSure customers.
Designed for collaborative management of any kind of risk-related issue, the module is fully integrated with the ReSure security model and with the Site and Entity structure. The following features are available:
- View current issues by Completion Status, User Involved, Target Date, Severity
- Add unlimited text Notes to an Issue
- Attach an Issue to a ReSure Site or Entity
- Classify Issues as Private or Public (Private Issues are visible only to listed persons)
- Add Persons Involved in the Issue, and specify their Roles (Owner, Person Responsible, Information)
- Create Actions and assign these to individuals
- Attach documents, photos or any kind of file
- Track the history of changes to dates, status, user
- Configure Alerts based on severity, status and target date and use these to generate warnings and email notifications to users
- Outstanding Issues and Actions for which a user is responsible are listed on each users My Start Page
Version 4.2 updates the Issues Module with these new features:
- Enhanced Filter criteria. These include a text search on the Issue Description, and a “My Role” filter that enables you to identify those Issues where your role is Owner, Person Responsible, Information Only, etc.
- When you add or modify a Note (including Action Notes), you can elect to automatically send an email to the Persons Involved in the Issue.
- You can now create one or more Reminders for Issues and Actions.
- An Issue may be linked to another Issue, Document, Business, Country – in fact to any ReSure object.
PDF Creator
You can now create PDF files that provide an improved presentation of the web pages and reports compared with using the Print function in the web browser. When running reports, there are two new links at the bottom of the report page that enable you to view or email the report as a PDF file. All the features of the Acrobat viewer are available, including Save as a File, Print, Search, and Select an area for copying to another document. You can also select the Page Orientation (Portrait or Landscape) and the Scaling factor (percent) before creating the PDF file, ensuring that any report can now be fitted to the selected page width.
Period Comparison Reports
New logic has been incorporated as follows:
- If an Entity was Active at the end of the Period, it will be reported.
- If the Entity existed but was Inactive at the end of the Period, it will not be reported in that Period, and displays as zero value.
- If the Entity did not exist in an earlier Period, it displays as blank in the earlier Period.
These changes make the reports easier to interpret, consistent from year to year, and account for changes in Active Status.
Risk Class and Site Constraints
Based on experience with our user base over the last year, we have introduced in Version 4.2 a number of new features that will largely eliminate integrity issues associated with attaching Entity data to Sites. Previously, there was no system-based restriction on the number of Entity records that could be attached to a Site, nor any requirement that mandatory records be attached. The Risk Class and Site Constraints now establish a relationship between the Risk Class and Site Type, Business and Country that controls how many Entity records are required and how may be attached. The result is enhanced data integrity. |
ReSure Online now has
more than 100 registered users in 14 countries!
Version 4.1 New Features
ReSure Version 4.1 has been released progressively
over the last month with a host of new features
that add considerably to the power of the system.
Delegation: Users
can now delegate responsibility for data collection
to others. This is particularly valuable for senior
managers who wish to keep track of the information
that they are ultimately responsible for, but wish
the detailed work to be carried out by others. The
process of creating new users has been greatly simplified,
as the delegating user’s security role and
data access permissions are transferred automatically
to the new user.
Alerts and Warnings:
System administrators can now define their own rules
about their data. These rules trigger “alerts”
of various kinds when activated. They are used to
improve data quality and integrity, and to notify
if data exceeds thresholds. Example #1 If property
values at a Site change by more than 20% compared
to last year, warn the user with a pop-up that this
may be a data error. If it is not an error, the
user can clear the warning so it does not recur.
Example #2 Motor insurers need to know if the value
of any vehicle in the fleet exceeds $200,000, so
set up an alert that notifies the insurer and broker
by email when any user enters a vehicle worth more
than this amount.
Ad Hoc Report Writer:
The first release of the ReSure Ad Hoc Report Writer
allows users to select any combination of fields
from the site record and any attached values. This
means that you can collect your information in different
Risk Classes (eg Property, Motor Vehicle) but produce
reports that consolidate this information at the
site level. Reports are saved for future re-use.
Export/Import Wizard:
Leads the user through the process of exporting
data to spreadsheets and importing the updated information.
You can now “simulate” a data import
to check for potential errors before importing the
data. |
ReSure
Presentation, 21 July
The Victorian Chapter of ARIMA will host a presentation
of ReSure on 21 July.
Click here
for full details. (Word document - 319kb)
Version 3 New Features
ReSure Version 3 is now in production. Here are
some of the new features designed to enhance the
use of the system:
- Create an “as at” snapshot of
your renewals data at any time, and roll forward
existing data into a new period for further
updating. Data in any period can be locked for
consistent reporting.
- View insured values in previous insurance
periods when entering new data, and copy from
a previous period to the current period.
- ReSure Explorer, a viewer that allows you
to obtain a high level view of your renewals
information then drill down for the details.
All data management tasks can be performed through
ReSure Explorer.
- A spreadsheet-like view of assets and exposures
for fast updating of information.
- Drop down lists that the user can set up,
to ensure consistency of data entry. For example,
a list of "Type of Construction" that
contains industry standard values.
- User-definable calculated fields, eg Total
Insured Values = Property + Stock + Plant and
Equipment
- “Zones” for currencies and other
units, so that you can convert data from any
zone to any other when reporting. This powerful
feature for international businesses means that
you can collect data in the units of any country,
but still produce consistent reports across
the entire organisation.
- A report that allows you to compare renewals
data across insurance periods
Continuing development of the ReSure product
in response to customer needs ensures that it
remains at the leading edge of this new field.
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| Organisations
that have an insurance renewal date of June 30,
2004 are now well advanced with their renewals data
collection, say leading brokers. Markets are a little
softer than last year, with greater capacity due
to the influx of new capital. Although underwriters
are more competitive, they remain selective about
acceptance and pricing of risks, preferring quality
business where they have a full understanding of
the exposures. Competition is having a downward
pressure on premiums for property risks, but prices
continue to increase in problems areas such as professional
indemnity in the financial services area. |
Version
2 of ReSure is
currently in production and regular use by our
clients. The next major release of the program
will be end June 2004. It will feature “wizards”
that further simplify the setup and data collection
process for new users. The wizard will step the
user thought each stage of the process, ensuring
that nothing is overlooked. New features also
include advanced data quality control, with the
ability of the system owner to define business
rules that apply to each item of data.
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