Your SynCore File Cabinet provides central electronic storage for your complete book of business
and helps you manage your policy information. From the SynCore Server for Java demonstration web page you can try out many of the following business case management features.
File Selection
- Supports company requirements through customized business case management labels, queries, and actions
- Determines business case query availability by user authority level
- Provides a personal index ("Inbox") for each user listing all files currently assigned for action or review
- Facilitates file transfer between individuals (for example, within a branch) and organizations (for example, from branch to home office)
- Searches the File Cabinet on-line to select a given risk or set of risks matching company-defined selection criteria
- Requires the user to enter one or more values into mandatory fields before executing the query, if necessary
- Allows definition of additional queries, such as unassigned business cases with outstanding diary items
File Listing
- Displays retrieved business cases with company-defined columns, titles and widths for each query
- Highlights business cases on the File Listing to indicate those in need of special attention
- Expands for viewing values larger than the defined column widths
- Sorts rows by any column in ascending or descending order
- Lets users view the most recently saved version of a file without allowing update
- Company-defined actions (such as Endorsement or Renewal) update an existing business case or create a new one, as required
- Allows authorized users to assign a selection of business cases to a specific user
- Allows multiple working copies of a file, if required
- Copies business cases from the central File Cabinet database to a local file cabinet, if required