9.12. Find
Some of the searches in SICS have options for modification. These are available within the business, claims and accounting area. You modify the searches on the Find Tab of the system parameters.
Business #
The Business subtab includes the parameters that affect the Find Business facility.
| Field | Description |
|---|---|
| Cursor Page Amount (Rows in Find) | Indicates how many rows (businesses) that appear at a time when the user searches in the Find Business. The system shows the number of displayed businesses in Objects Found in the status bar at the bottom of the Find Business. If the system finds more businesses than it does display, the system makes a More button available. The user has to click this button to see the next set of found businesses. Values: Numbers Minimum Value: 1 Relevant when: The smaller this number is, the faster the system is, and however, a balance must be found between performance and how many businesses the user should see without clicking the More button. Applicable for: P&C, Life |
| Use Default Values for Underwriting Year and Main Class of Business within Outward Cedent’s Contract for Protection Assignment | Selected: In the protection assignment, when selecting Add Outward Cedent’s Contract and then the Find, the system defaults the underwriting year and the main class of business of the assumed business onto the outward Find Business. More specially, the system lists only the OCCs that have the main class of business of the assumed among its classifications. For these OCCs the system finds the underwriting year that matches the assumed underwriting year. The system uses information only from the assumed effective period that the user requests the protection for. Cleared: The system gives NO default values when assigning an outward cedent’s contract to a protection assignment. The system lists all outward cedent’s contracts and all the insured periods for each outward cedent’s contract. Relevant when: Narrows effectively down the search for protections. Whether to use this function or not depends on whether most of your outward businesses have the underwriting year equal to the assumed businesses’ underwriting year. Also, it depends on whether your businesses are correctly classified, so that the assumed businesses main class of business is a ‘sub set’ of the outward cedent’s contract’s main class of business. If your company has very few outward cedent’s contracts, it might be beneficial to have this parameter turned off. |
| Default Reporting Unit Category | The reporting unit category that will be defaulted in the Find Business when adding an outward cedant’s contract to a protection assignment. In other words, the system lists the OCCs with one of its reporting unit categories being the one selected in this parameter. Values: The reporting unit categories defined in the Reporting Units Management facility, for example: Profit Centre Segment Person Validations: Only available if the Use Default Values parameter above is selected. Relevant when: Effectively narrows down the search when most of your outward treaty protections contain a certain reporting unit category. Applicable for: P&C, Life |
| Default Additional Classification | The additional classification that the system defaults in the Find Business when the user adds an outward cedent’s contract to a protection assignment. More specifically, the system lists the OCCs, which have this additional classification among its additional classifications. Values: The Additional Classifications available in Find Business. Validations: Only available if you have selected the Use Default Values parameter. Relevant when: Occasionally companies have one or more user-defined classifications that nearly all of their outward cedent’s’ contracts have. One of these can be used to narrow down the search for protections. Applicable for: P&C, Life |
| Business Identifier, Former Identifier Size, Title | Indicates how many characters must be entered for a Business Identifier, a Former Identifier or a Title for a search to give an acceptable response time. (Wildcard symbols * are not included as characters). If you enter for example 3, and the user tries to do a search after entering only 2 characters, the system will warn that he/she should enter at least 3 characters before executing the search. He/she is still allowed to proceed, but the response time might NOT be acceptable Values: Numbers Minimum Value: 0 Relevant when: The more characters the user enters the shorter the response time. If your company feels that the response time on the find business is too long, you may enter the number 1 or higher. The most relevant value will however be 0 (zero). When the parameter is zero, the user can search for businesses without being requested for any identifier or title. Applicable for: P&C, Life |
| Life Cycle Status Identifier Size | Indicates how many characters must be entered for a Life Cycle Identifier (e.g. quotation identifier) for a search to give an acceptable response time. (Wildcard symbol * are not included as characters). If you have entered for example 3 and the user tries to do a search after entering only 2 characters, the system will warn that he/she should enter at least 3 characters before executing the search. He/she is still allowed to proceed even if just keeping the 2 characters, but the response time might NOT be acceptable. Values: Numbers Minimum Value: 0 Relevant when: The more characters the user enters the shorter the response time. How this would be set depends on your company’s response time on the find business. If you feel that the find business is too slow, you may enter the number 1 or higher. The most relevant value will be 0 (zero). The users can then search for business without being requested for any part of a Life Cycle Identifier. Applicable for: P&C, Life |
| Business Identifiers have to be entered | Selected: The user cannot execute a search at all without entering the minimum number of values defined in the parameter Business Identifier, Former Identifier Size, Title in the ID field on the Find Business. If the number in the parameter is 0, the user must enter a wildcard symbol * to execute the search. Cleared: It is not necessary to enter anything in the ID field on the Find Business to execute a search. Relevant when: This is a quite strict limitation on the user and should therefore be used only when the system response time is far beyond what you think is acceptable. This parameter is normally cleared. Applicable for: P&C, Life |
Claim #
This is where you set system parameters that decides the number of claims that will be retrieved at a time when searching for claims in SICS, and also the type of information that will be displayed initially.
| Field | Description |
|---|---|
| Cursor Page Amount (Rows in Find) | Selected: The number entered indicates how many rows will appear at a time in the result display list when you do a search in Find Claims. Objects found are indicated at the bottom of the Find Claims. Cleared: Field cannot be blank Values: Minimum: 1 Relevant when: If you set a limitation on the objects to be displayed in the result display list, the performance is improved. If you have entered 50 in this field and search you made result in more then 50 objects found, you click the button “More” and the system will display the next 50 objects. Applicable for: P&C |
| Default Query Type: Business Identifier | Selected: Business ID is displayed in the Find Claim result display list and claims are listed once per business ID, that is, each claim is listed once for each business it is linked to. If another default query is selected in User Preferences, what is selected here is overruled. You can also manually overrule the default query type in Options/ Base Companies in Find Claims Cleared: One of the other default query types has to be selected Validation: When selected, the other Default Query Types cannot be selected Relevant when: You want to see that the same claim is linked to several businesses. Applicable for: P&C |
| Default Query Type: Claims | Selected: All claims corresponding to your search criteria are listed and when double clicking the wanted claim you get a List Chooser and can select the correct link. If another default query is selected in User Preferences, what is selected here is overruled. You can also manually overrule the default query type in Options/ Base Companies in Find Claims Cleared: One of the other default query types has to be selected Validation: When selected, the other Default Query Types cannot be selected Relevant when: This is the most effective way to search for a claim because each claim is only listed once. Applicable for: P&C |
| Default Query Type: Claims Quick Find | Selected: Less information is displayed in the Find Claim result display list so that the search is faster. Information such as Loss Start/ End and Trigger Date are left out. Otherwise, the search is the same as when Default Query Type is Claim. If another default query is selected in User Preferences, what is selected here is overruled. You can also manually overrule the default query type in Options/ Base Companies in Find Claims Cleared: One of the other default query types has to be selected Validation: When selected, the other Default Query Types cannot be selected Relevant when: You want the search to be fast, and you do not need much information to identify correct claim. Applicable for: P&C |
| Default Query Type: Cession Information | Selected: Only Marine Individual claims are listed in the Find Claim result display list. If another default query is selected in User Preferences, what is selected here is overruled. You can also manually overrule the default query type in Options/ Base Companies in Find Claims Cleared: One of the other default query types has to be selected Validation: Available only when the Marine Module is in use. When selected, the other Default Query Types cannot be selected Relevant when: You have this as default search if most of your claims are Marine Individual claims. Applicable for: P&C Marine Module |
Claim Program #
The Find/ Claim Program part of the System Parameter Maintenance lets you set options that affect your searches for Claim Programs in SICS.
| Field | Description |
|---|---|
| Cursor Page Amount (Rows in Find) | Selected: The number entered indicates how many rows will appear at a time when you do a search in Find Claim Program. Objects found are indicated at the bottom of the Find Business. Cleared: Field cannot be blank Values: Minimum: 1 Relevant when: If you set a limitation on the objects to be displayed, the system will work much faster. If you have entered 50 in this field and the search you make results in more then 50 objects found, you click the button “More” and the system will display the next 50 objects. Applicable for: P&C |
Headline Loss #
The Find Headline Loss part of the System Parameter maintenance lets you set a parameter that affects your searches for Headline Losses in SICS.
| Field | Description |
|---|---|
| Cursor Page Amount (Rows in Find) | Selected: The number entered indicates how many rows will appear at a time when you do a search in Find Headline Loss. Objects found are indicated at the bottom of the Find Headline Loss. Cleared: Field cannot be blank Values: Minimum: 1 Relevant when: If you set a limitation on the objects to be displayed, the system performance is improved. If you have entered 50 in this field and the search you make results in more then 50 objects found, you click the button “More” and the system will display the next 50 objects. Applicable for: P&C |
Worksheet #
This tab lets you set options that affect the searches for worksheets in the Find: Accounting Worksheet window.
Set Find Worksheet Options #
- Expand the System Administration from SICS Workstation desktop
- Select the System Parameter Maintenance
- Select the Find tab
- Click Edit button if you want to make adjustment to the Find Worksheet settings.
- Select the Worksheet tab
- Adjust parameters accordingly and select OK to update your changes
Field Description - Worksheet #
Applicable for: P&C, Life
| Field | Description |
|---|---|
| Cursor Page Amount (Rows in Find): | The number of worksheet balances to be displayed in the Find: Accounting Worksheet window when search criteria are set and Find Now is selected. The same number of the further worksheets is again displayed when the More-button is selected, and so on. Values: A number Functional Impact: How many rows to be displayed in the Find: Accounting Worksheet each time Find Now- or More buttons are selected. The number of rows to be displayed has impact on the system performance. |
| Query Type: | The type of query to be set as default in your search for worksheets in the Find: Accounting Worksheet window. The option may be overridden in the Options tab of the Find: Accounting Worksheet window. Values: Standard, Partner Information, Business Information, Partner + Business Information Functional Impact: Values are displayed in some columns of the Find: Accounting Worksheet window in accordance with the selected query type: Partner Name column: Values appear when Query Type Partner Information or Partner + Business Information is selected. Business Title + Business Identifier columns: Values appear when Query Type Business Information or Partner + Business Information is selected. |
Partners #
The Partners sub category includes the parameters that affect the Find Partners facility.
| Field | Description |
|---|---|
| Business Partners - Cursor Page Amount (Rows in Find) | Indicates how many rows (business partners) that appear at a time when the user searches in the Find Business Partner. The system shows the number of displayed business partners in Objects Found in the status bar at the bottom of the Find Business Partner. If the system finds more business partners than it does display, the system makes a More button available. The user has to click this button to see the next set of found business partners. Values: Numbers Minimum Value: 1 Relevant when: The smaller this number is, the faster the system is, and however, a balance must be found between performance and how many business partners the user should see without clicking the More button. Applicable for: P&C, Cede, Life |
| Banks - Cursor Page Amount (Rows in Find) | Indicates how many rows (banks) that appear at a time when the user searches in the Find Bank. The system shows the number of displayed banks in Objects Found in the status bar at the bottom of the Find Banks. If the system finds more banks than it does display, the system makes a More button available. The user has to click this button to see the next set of found banks. Values: Numbers Minimum Value: 1 Relevant when: The smaller this number is, the faster the system is, and however, a balance must be found between performance and how many banks the user should see without clicking the More button. Applicable for: P&C, Cede, Life |
| Persons - Cursor Page Amount (Rows in Find) | Indicates how many rows (persons) that appear at a time when the user searches in the Find Person. The system shows the number of displayed persons in Objects Found in the status bar at the bottom of the Find Person. If the system finds more persons than it does display, the system makes a More button available. The user has to click this button to see the next set of found persons. Values: Numbers Minimum Value: 1 Relevant when: The smaller this number is, the faster the system is, and however, a balance must be found between performance and how many persons the user should see without clicking the More button. Applicable for: P&C, Cede, Life |
| Third Party - Cursor Page Amount (Rows in Find) | Indicates how many rows (third parties) that appear at a time when the user searches in the Find Third Party. The system shows the number of displayed third parties in Objects Found in the status bar at the bottom of the Find Third Party. If the system finds more third parties than it does display, the system makes a More button available. The user has to click this button to see the next set of found third parties. Values: Numbers Minimum Value: 1 Relevant when: The smaller this number is, the faster the system is, and however, a balance must be found between performance and how many third parties the user should see without clicking the More button. Applicable for: P&C, Cede, Life |
| Include merged companies and merger parent at search by business partner | Selected: If the business partner in the search criteria has merger subsidiaries, business partners with this as the merger parent will be automatically added to the search criteria when searching for business, accounting or claim related items. Cleared: When searching for business, accounting or claim related items, the system will only search by the business partner manually input. Default value: Cleared. Relevant when: Corporate restructuring occurs often by two company merging, creating a new merger parent, or by one company acquiring another. As in these arrangements, one of the companies might take over the portfolio of the other, searching for information with this company might need to search also by the parent merger company. In some cases, one of the merged companies might even be inactive, in which case it is even more important to find its active merger parent. When the users then searches by a business partner, some companies wants then that the system automatically also searches also by this business partner’s merger group. Others might want to search specifically only by the business partner entered by the user. Applicable for: P&C, Cede, Life |
Auto Complete #
The Auto Complete sub category includes the parameters that affect the Find facility.
Enable Autocomplete for Following Entities
| Field | Description |
|---|---|
| Banks | Selected: When search for a Bank the system will show a list of suggestion while typing. Cleared: The system does not show a list of suggestion while typing. Relevant when: Make it possible to more easily and faster assign the correct bank. Applicable for: P&C, Cede, Life |
| Cities | Selected: When search for a City within a country the system will show a list of suggestion while typing. Cleared: The system does not show a list of suggestion while typing. Relevant when: Make it possible to more easily and faster assign the correct city. Applicable for: P&C, Cede, Life |
| Users | Selected: When search for a User (e.g. Task Management) the system will show a list of suggestion while typing. Cleared: The system does not show a list of suggestion while typing. Relevant when: Make it possible to more easily and faster assign the correct user. Applicable for: P&C, Cede, Life |
| Risk Zones | Selected: When search for a Risk Zone (e.g. Find Claim) the system will show a list of suggestion while typing. Cleared: The system does not show a list of suggestion while typing. Relevant when: Make it possible to more easily and faster assign the correct risk zone. Applicable for: P&C, Cede |
| Insurable Objects | Selected: When search for a Insurable Object (e.g. IO Risk Group) the system will show a list of suggestion while typing. Cleared: The system does not show a list of suggestion while typing. Relevant when: Make it possible to more easily and faster assign the correct insurable object. Applicable for: P&C, Cede |
| Headline Losses | Selected: When search for a Headline Loss the system will show a list of suggestion while typing. Cleared: The system does not show a list of suggestion while typing. Relevant when: Make it possible to more easily and faster assign the correct headline loss. Applicable for: P&C, Cede |
| Parties | Selected: When search for a Partner the system will show a list of suggestion while typing. Cleared: The system does not show a list of suggestion while typing. Relevant when: Make it possible to more easily and faster assign the correct partner. Applicable for: P&C, Cede, Life |
| Persons | Selected: When search for a Person (e.g. Contact Person) the system will show a list of suggestion while typing. Cleared: The system does not show a list of suggestion while typing. Relevant when: Make it possible to more easily and faster assign the correct person. Applicable for: P&C, Cede, Life |
| Use Wildcard Prefix for Parties, Banks ans Persons | Selected: When searching for e.g. Business Partner by typing a letter (or several), the system will show a suggestion list as if you had used asterisk as prefix. Cleared: When searching for e.g. Business Partner by typing letters, you have to enter the asterisk as prefix manually to get wanted suggestion list. Relevant when: Make it possible to more easily and faster find the correct item. Applicable for: P&C, Cede, Life |
| Maximum Number Of Suggestion | If you set a limitation on the objects to be displayed in suggestion list, the system will work much faster. Applicable for: P&C, Cede, Life |
Task Management #
The Find Task Management part of the System Parameter lets you set a parameter that affects your searches for tasks in SICS.
| Field | Description |
|---|---|
| Cursor Page Amount (Rows in Find) | Selected: The number entered indicates how many rows will appear at a time when you do a search in Find Headline Loss. Objects found are indicated at the bottom of the Find Headline Loss. Cleared: Field cannot be blank Values: Minimum: 1 Relevant when: If you set a limitation on the objects to be displayed, the system performance is improved. If you have entered 50 in this field and the search you make results in more then 50 objects found, you click the button “More” and the system will display the next 50 objects. Applicable for: P&C, Cede, Life |