Difference between revisions of "Making use of aggregation"

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Aggregation
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1 Introduction
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This document is a user guide for the Aggregator, which consists of the step by step instructions on how the Aggregator is intended to be used.
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This user guide may need to be updated if the functionality is modified. This will give the ability for users to be aware of any changes to behaviour or requirements needed in order for the Aggregator to behave as expected.
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1.1 General Overview
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The Aggregator is primarily a comparison result where individual premiums and other information for different insurers are accessible to the user when a quote is processed. The user has the ability to interact with the site and not just select the cheapest/most appropriate insurer based on their requirements, but based on other information gathered for a particular policy. The details which appear on the comparison screen can be defined on a risk group basis giving the user ultimate flexibility.
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3 Enabling Aggregation for Particular Schemes
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1. Select the ‘Admin’ tab
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2. Click on Schemes then find the scheme for which Aggregator is required for.
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3. Select the ‘General’ tab. Under the ‘Rating Type’ you will see the Aggregation button.
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Once the Aggregation box is checked, the user will be shown the Aggregation text, which will consist of the insurers for which the logos will be shown. The uploading of a log is described in section 4.1. To minimize any confusion there is a warning for when the Aggregator is not configured correctly. This is the result of a risk group not being selected in aggregation configuration section.  This configuration of the Aggregator is explained in section 4.
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4 Configuring the Aggregator
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The configuration of the Aggregator can be location via the Admin panel. This section will give the ability to the user for selecting the risk groups for a particular scheme as shown:
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Not all schemes contain the same risk groups, so there may not be a Main risk group actively used at all. The panel on the right hand side gives the user ability to select a particular scheme and configure its risk group visibility for the aggregation result page. This list is only populated for schemes which have the Aggregation switch enabled. There is a list of fields (maximum of 5) which the user has the choice to display on the comparison screen. These fields are formulas, which exactly what would be used in the document generator in order to view that particular value for a policy. After the user has selected the risk groups, saving the changes is required for each scheme.
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4.1 Uploading Insurer Logo and Setting the Trade Declaration
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It is not mandatory for regular use that an insurer has a logo, however it is advisable. There is a warning for the list of insurers which do not have a logo – refer to section 3 of this help guide.
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The Insurer logo and Trade Declaration are both displayed at the end of the aggregation process on the comparison screen. Both can be set in the ‘Editing Insurers’ section by navigating to ‘Insurers’ via the ‘Admin’ panel.  This will display the insurer for that particular insurer which can be selected by the drop down. The logo that is used comes from the insurer record. As you can see there is a separate logo for the Aggregator. The user has the choice to upload a logo here and enter a ‘Trade Description’. 
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4.1.2 Policy Summary Document
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This pdf is the summary of the policy which is displayed at the end of the Aggregation process summary screen. The document can be created or edited via the ‘Editing Documents’ section. This section is accessed via navigating to the ‘Admin’ panel then to ‘Documents’. The name of the document must be called ‘Policy Summary Document’. If this document is found, the link appears. Otherwise, the link is not shown.
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5 Comparison Screen
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If there is more than one risk group, the user can choose the appropriate Insurer by moving the tick box accordingly. As you can see there is a link to a pdf with more information for the policy which is created via the documents section – referrer to section 4.1.2. Once an insurer has been selected, the user can click on finish which will take the user to the client screen as it would normally for a quote.

Revision as of 09:21, 10 August 2015

1 Introduction

This document is a user guide for the Aggregator, which consists of the step by step instructions on how the Aggregator is intended to be used.

This user guide may need to be updated if the functionality is modified. This will give the ability for users to be aware of any changes to behaviour or requirements needed in order for the Aggregator to behave as expected.

1.1 General Overview

The Aggregator is primarily a comparison result where individual premiums and other information for different insurers are accessible to the user when a quote is processed. The user has the ability to interact with the site and not just select the cheapest/most appropriate insurer based on their requirements, but based on other information gathered for a particular policy. The details which appear on the comparison screen can be defined on a risk group basis giving the user ultimate flexibility.


3 Enabling Aggregation for Particular Schemes

1. Select the ‘Admin’ tab 2. Click on Schemes then find the scheme for which Aggregator is required for. 3. Select the ‘General’ tab. Under the ‘Rating Type’ you will see the Aggregation button.



Once the Aggregation box is checked, the user will be shown the Aggregation text, which will consist of the insurers for which the logos will be shown. The uploading of a log is described in section 4.1. To minimize any confusion there is a warning for when the Aggregator is not configured correctly. This is the result of a risk group not being selected in aggregation configuration section. This configuration of the Aggregator is explained in section 4.



4 Configuring the Aggregator

The configuration of the Aggregator can be location via the Admin panel. This section will give the ability to the user for selecting the risk groups for a particular scheme as shown:


Not all schemes contain the same risk groups, so there may not be a Main risk group actively used at all. The panel on the right hand side gives the user ability to select a particular scheme and configure its risk group visibility for the aggregation result page. This list is only populated for schemes which have the Aggregation switch enabled. There is a list of fields (maximum of 5) which the user has the choice to display on the comparison screen. These fields are formulas, which exactly what would be used in the document generator in order to view that particular value for a policy. After the user has selected the risk groups, saving the changes is required for each scheme.

4.1 Uploading Insurer Logo and Setting the Trade Declaration

It is not mandatory for regular use that an insurer has a logo, however it is advisable. There is a warning for the list of insurers which do not have a logo – refer to section 3 of this help guide.

The Insurer logo and Trade Declaration are both displayed at the end of the aggregation process on the comparison screen. Both can be set in the ‘Editing Insurers’ section by navigating to ‘Insurers’ via the ‘Admin’ panel. This will display the insurer for that particular insurer which can be selected by the drop down. The logo that is used comes from the insurer record. As you can see there is a separate logo for the Aggregator. The user has the choice to upload a logo here and enter a ‘Trade Description’.


4.1.2 Policy Summary Document

This pdf is the summary of the policy which is displayed at the end of the Aggregation process summary screen. The document can be created or edited via the ‘Editing Documents’ section. This section is accessed via navigating to the ‘Admin’ panel then to ‘Documents’. The name of the document must be called ‘Policy Summary Document’. If this document is found, the link appears. Otherwise, the link is not shown.



5 Comparison Screen


If there is more than one risk group, the user can choose the appropriate Insurer by moving the tick box accordingly. As you can see there is a link to a pdf with more information for the policy which is created via the documents section – referrer to section 4.1.2. Once an insurer has been selected, the user can click on finish which will take the user to the client screen as it would normally for a quote.