How does the Daily Download Capability Assign Policies?

Policies

To start, the robot will click into the Policies module and process all suspense items. 

The section at the bottom works as a mini locate function. Click the 🔍Find to search in the box, effectively searching through Epic when you do so.

The first thing the robot will do is click 🔍Find at the bottom to search in Epic for a policy with the policy number that is coming through suspense. 

One of two things will happen:

1. Policies populate in the bottom
2. No policies populate in the bottom

Policies populate

If anything populates in the bottom table, it means there is at least one policy in Epic with a matching policy number. The robot then needs to confirm that this is the correct policy to assign to by verifying the effective and expiry dates.

First, the robot will look at the Trans Type coming into suspense.

Review the Trans Types below:

Once the robot has found a policy with satisfactory effective and expiry dates, it will ensure that the Line and ICO also match. 

As long as all three criteria match, the robot will determine that this is the correct policy and will click Select Existing. This will open up the Policy Line Detail box.  

No policies in the bottom of the table

If no policies populate in the bottom table, the robot will then have to go find the policy using other information that came into suspense. The robot will extract the following items from suspense: Account Name, Effective/Expiry dates, Line and ICO.  Then, it will click Locate in the top navigation to be brought to the Locate screen.

The robot will type in the Account Name that came into suspense and will click Locate. Sometimes the name coming into suspense is slightly different from the name found in Epic. For example: John Smith & Jane Smith vs Smith, John & Jane. For this reason, the robot will try many variations of the name until it finds the right account. If multiple names populate that seem correct, the robot will look for an 80% match.

Once the robot finds an account that it thinks is correct, it will navigate to the policies table. This will open up a list of policies that exist in that account. Here, the robot will look for a match on effective/expiry dates, line and ICO (see information above under Policies populate for matching criteria).

Once the robot finds a policy that matches, it will click Account Detail on the left hand side and extract the Lookup code - a code that is specific to this account.

Then, the robot will then go back to the suspense table and change the Search dropdown to Lookup Code. It will paste in the Lookup code it extracted from the Account Detail page.

Once the policies populate in the bottom table, it will select the right one by looking again at the  dates, line (policy type) and ICO. Once the robot finds the correct policy, it will click Select Existing. This will open up the Policy Line Detail box.

Policy Line Detail box

Once the Policy Line Detail pop up is open, the robot has a few steps to go through to select the correct Service Summary Row.

On the left hand side of the pop up shows the different Lines associated with the policy. If there are multiple Lines present (shown below), there isn’t enough information that the robot has access to to select the correct Line. This would be considered an exception.

If there is only one Line present, the robot will move onto the second window - the Service Summary Details to select the correct Service Summary Row.

When using the robot to narrow down service summary rows, you can choose to rank your criteria in order of importance. The robot will then apply these criteria sequentially to identify the most suitable service summary row for a given policy.

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