- A new type was added for dynamic fields in each business line. It reads from a specified model and can trigger another tree field.
- A new option for dynamic fields to be used as a criteria for pricing.
- Accounts are defined for each business line.
- Rule engine is activated for general insurance based on dynamic fields.
- Discussion added to view page.
- Agencies percentage commissions handling, price review added to view page.
- Accounting module integrated with general.
- Optional percentage instead of price for dynamic field in rule engine.
- Journals management
- Manage account
- Manage receivable:
• Add and edit Customers
• Invoice
• Credit Note
• Receipt management by: invoice, contract and group contract
- Manage payable:
• Add and edit Suppliers
• Bills
• Refund
• Payment vouchers
- Reporting:
• Standard Report
• General Ledger
• Partner Ledger
• Tax Report
• Balance Sheet
• Profit and Loss
If we are issuing a new policy with same beneficiary name, destination and dates, the system will show us a popup message to inform us that we are issuing a policy that already exists.
Cygnet is now fully integrated with Whatsapp and can be configured to send contracts, claims, or any other information needed in the process.
- Changing the HTML TO PDF rendering engine
The goal of this module is to provide high performance access using Knp\Snappy\PDF to render HTML into PDF (generating the pdf templates contract, invoices , receipts, etc..)and various image formats using the Qt WebKit rendering engine.This optimized tool is faster, reliable and more effective than the previous used tool.
- ON contract:
Define a billing account and transitory account by business line and calculate the contract journals voucher based on those account.
- On claims:
Add journal voucher for each claim on creation and update this journal on each claims change.
- Database optimization
To increase speed of overall portal