Install Insurance Solutions

Follow the instructions below to install and configure the Service Insurance22.R3 solutions.

Follow the below instructions to install and configure Service Insurance versions 2.5.0 and 2.4.0.

Prerequisites

Before installing Insurance Master 2.5.0, make sure to install the following:

  • FintechOS Platform v22.1.4

  • SySDigitalSolutionPackages v22.1.4001.zip

  • Insurance Launch 4.6.0

Installation Steps

  1. Download the Insurance Master 2.5.0 solution package from Release Hub.

  2. Unzip your solution package .zip archive file. Identify the 01 DeploymentPackages folder.

  3. Locate the FtosSysPkgDeployer folder in the FintechOS installation kit (the path is <unzipped_install_archive>\Tools\FtosSysPkgDeployer). You need it to install the SySDigitalSolutionPackages.

  4. Select and copy the FtosSysPkgDeployer folder next to the 01 DeploymentPackages folder.

  5. Create the .bat file needed for installation and save it next to the FtosSysPkgDeployer folder. Add the following script in the .bat file.

    Copy 
    CD /D %~dp0
    "%~dp0\FtosSysPkgDeployer\FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "%~dp0\01 DeploymentPackages\*.zip"
    Pause
  6. Execute the .bat file to start the installation.

  • <StudioLink> - The web URL of the Innovation Studio installation, for example http://localhost/ftos_studio.

  • <AdminStudioUser> - The username of the Innovation Studio user under which this import is executed. The user has to exist in Innovation Studio prior to this operation.<user_password> - The password for the Innovation Studio user.

  • <DataBaseServer> - The name of the database server where the FintechOS installation database was created.

  • <DB_user> - The username of the SQL Server user with administration rights on the FintechOS installation database.

  • <TheNameOfTheDataBase> - The name of the database.

  • <syspack_path>- The physical path to the unzipped Core Policy Admin v3.4.0 previously downloaded.

  • <DB_user_password>- The password for the above mentioned SQL user.

Post-Installation Setup

  1. After installing the package, add the following vault keys for Portal App Settings:

    Copy 
    {
      "FTOS_IntegrationClientId": "yourClientId",
      "FTOS_IntegrationUserName": "yourUserName",
      "FTOS_IntegrationUserPassword": "yourUserPass",
      "FTOS_Portal_BaseUrl": "OPENAPI_URL *",
    } 
    //* URL of the OPEN API component

  2. In FintechOS Studio go to Main Menu > Admin > Settings.

  3. Upload the portal company logo and the portal login background image. Find these files Inside the solution package .zip archive, in the Other Config folder: FintechOS_Primary_Logo.png and bg.png.

  4. Check that the Use Custom Styles field is set to True.

  5. Go to the portal custom folder and include the css subfolder. This can also be found in the Other Config folder of the solution package .zip file.

Prerequisites

Before installing Insurance Master 2.4.0, make sure the following are already installed:

  • FintechOS Platform v22.1.1.0

  • SySDigitalSolutionPackages v22.1.0003.zip

  • Proposal Configurator v1.3.0

Installation Steps

  1. Unzip your Insurance Master v2.4.0.zip archive file.

  2. Create a folder and name it 01 DeploymentPackages.

  3. Copy the DigitalAsset folder (if it exists) and DigitalSolution M.N.U.P.RC.zip file (extracted at step 1) inside the 01 DeploymentPackages folder.

  4. Locate the FtosSysPkgDeployer folder in the FintechOS installation kit (the path is <unzipped_install_archive>\Tools\FtosSysPkgDeployer). You need it to install the SySDigitalSolutionPackages.

  5. Select and copy the FtosSysPkgDeployer folder.

  6. Create the install_Syspack.bat file needed for installation.

  7. Add the following script in the file and save it next to the FtosSysPkgDeployer folder.

    Copy 
    CD /D %~dp0
    "%~dp0\FtosSysPkgDeployer\FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "%~dp0\01 DeploymentPackages\*.zip"
    Pause

  8. Run the async install_SyspackDA.bat script by double clicking on it.

  9. Follow the steps above to import and install the Core Insutance Master Import v2.4.0.

  10. After installing the Core Insurance Master v2.4.0 digital solution, run the SQL scripts from the Core Insurance Master Import folder.

  • <StudioLink> - The web URL of the Innovation Studio installation, for example http://localhost/ftos_studio.

  • <AdminStudioUser> - The username of the Innovation Studio user under which this import is executed. The user has to exist in Innovation Studio prior to this operation.<user_password> - The password for the Innovation Studio user.

  • <DataBaseServer> - The name of the database server where the FintechOS installation database was created.

  • <DB_user> - The username of the SQL Server user with administration rights on the FintechOS installation database.

  • <TheNameOfTheDataBase> - The name of the database.

  • <syspack_path>- The physical path to the unzipped previously downloaded.

  • <DB_user_password>- The password for the above mentioned SQL user.

Upgrade

If you already have the Insurance Master 2.3.0 package installed, upgrade to 2.4.0 by performing the below steps:

  1. Check if near the 01 Deployment Packages folder the Upgrade folder exists.

  2. Run the SQL scripts located in the Upgrade folder.

  3. Perform the installation steps above, steps 1-8, to install Core Insurance Master v2.4.0.

  4. Perform the same to install Insurance Master Import v2.4.0.

  5. After installing the Insurance Master Import v2.4.0 digital solution, perform the post-installation setup listed below.

Post-Installation Setup

After installing, add or modify the Vault key app-settings Portal:

  • Identify the following keys and add their values:

    Copy 
    {
    "FTOS_IntegrationClientId": "yourClientId",
    "FTOS_IntegrationUserName": "yourUserName",
    "FTOS_IntegrationUserPassword": "yourUserPass",
    "FTOS_Portal_BaseUrl": "PORTALAPI_URL *", //* URL of the portal site using EBSDefaultAuthentication = EBS
    }

Follow the guidelines below to install and configure Policy Administration 22.R3.

Prerequisites

Before installing Policy Administration22.R3, make sure to install the following:

  • FintechOS Platform v22.1.4

  • SySDigitalSolutionPackages v22.1.4000.zip

  • Core Insurance Master v2.5.0

Installation Steps

  1. Download the solution package from Release Hub.

  2. Unzip your solution package .zip archive file. Identify the 01 DeploymentPackages folder.

  3. Locate the FtosSysPkgDeployer folder in the FintechOS installation kit (the path is <unzipped_install_archive>\Tools\FtosSysPkgDeployer). You need it to install the SySDigitalSolutionPackages.

  4. Select and copy the FtosSysPkgDeployer folder next to the 01 DeploymentPackages folder.

  5. Create the .bat file needed for installation and save it next to the FtosSysPkgDeployer folder. Add the following script in the .bat file.

    Copy 
    CD /D %~dp0
    "%~dp0\FtosSysPkgDeployer\FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "%~dp0\01 DeploymentPackages\*.zip"
    Pause
  6. Execute the .bat file to start the installation.

  • <StudioLink> - The web URL of the Innovation Studio installation, for example http://localhost/ftos_studio.

  • <AdminStudioUser> - The username of the Innovation Studio user under which this import is executed. The user has to exist in Innovation Studio prior to this operation.<user_password> - The password for the Innovation Studio user.

  • <DataBaseServer> - The name of the database server where the FintechOS installation database was created.

  • <DB_user> - The username of the SQL Server user with administration rights on the FintechOS installation database.

  • <TheNameOfTheDataBase> - The name of the database.

  • <syspack_path>- The physical path to the unzipped Core Policy Admin v3.4.0 previously downloaded.

  • <DB_user_password>- The password for the above mentioned SQL user.

Post-Installation Setup

After installing, perform the following configurations:

  1. Check the system parameter by logging in to Innovation Studio and setting the context to Core Insurance Master Settings Digital Asset as described here.

  2. Go to Main Menu > Admin > System Parameters, search PolicyAdminUsed parameter and open it for edit. Set the value to 1.

  3. Click Save, and close the icon to enable the use of Policy Administration.

    4. IMPORTANT!  

    Enable the PolicyAdminUsed parameter to be able to enable Policy admin automatic transitions.

  4. Add Vault keys:

    For Portal app-settings:

    Copy 
    {
    "baseUrlApi": "OPENAPI_URL "> //URL of the OPEN API component
    "clientApi": "yourClient",
    "userApi": "yourUserName",
    "passwordApi": "youUserPass",
    "SMTP:Port": "***",> //Your SMTP port<
    "SMTP:Host": "***",> //Your SMTP host<
    "SMTP:EnableSSL": "0",
    "SMTP:User": "",> //Your SMTP user< 
    "SMTP:Password": "",> //Your SMTP password<
    "DefaultFromEmail": ""> //Your SMTP default from email address<
    }

    For Innovation Studio app-settings:

    Copy 
    {
    "SMTP:Port": "***",
    "SMTP:Host":"***",
    "SMTP:EnableSSL":"0",
    "SMTP:User":"***",
    "SMTP:Password":"***", 
    "DefaultFromEmail":"***" 
    }
    //*** = your SMTP information

    For Job Server app-settings:

    Copy 
    {
    "UploadFolder": "yourPath:\Sites\UploadEBS",
    "AttachmentPath": "yourPath:\Sites\UploadEBS",
    "FileUploadWhiteList": ".pdf,.doc,.docx,.els,.jpg,.jpeg,.xlsx,.dll,.ppt,.pptx,.txt,.png,.ttf,.xml",
    "baseUrlApi": "PORTALAPI_URL *",
    "clientApi": "yourClient",
    "userApi": "yourUserName",
    "passwordApi": "youUserPass",
    "SMTP:Port": "***",
    "SMTP:Host": "***",
    "SMTP:EnableSSL": "0",
    "SMTP:User": "***",
    "SMTP:Password": "***",
    "DefaultFromEmail": "***",
    }
    // *  URL of the OPEN API component
    // *** = your SMTP information
IMPORTANT!  The UploadFolder and AttachmentPath keys are not needed for a job server installed as an web app. Instead, use the standard configuration steps to allow the job server access to the blob storage used by the other sites (to the same UploadEBS folder).

Follow the instructions below to install and configure Service Insurancev2.5.0 and v2.4.0.

Before installing Billing & Collection 2.5.0, make sure the following are already installed:

  • FintechOS Platform v22.1.4

  • SySDigitalSolutionPackages v22.1.4000.zip

  • Policy Admin v3.5.0

Installation Steps

  1. Download the solution package from Release Hub.

  2. Unzip your solution package .zip archive file. Identify the 01 DeploymentPackages folder.

  3. Locate the FtosSysPkgDeployer folder in the FintechOS installation kit (the path is <unzipped_install_archive>\Tools\FtosSysPkgDeployer). You need it to install the SySDigitalSolutionPackages.

  4. Select and copy the FtosSysPkgDeployer folder next to the 01 DeploymentPackages folder.

  5. Create the .bat file needed for installation and save it next to the FtosSysPkgDeployer folder. Add the following script in the .bat file.

    Copy 
    CD /D %~dp0
    "%~dp0\FtosSysPkgDeployer\FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "%~dp0\01 DeploymentPackages\*.zip"
    Pause
  6. Execute the .bat file to start the installation.

  • <StudioLink> - The web URL of the Innovation Studio installation, for example http://localhost/ftos_studio.

  • <AdminStudioUser> - The username of the Innovation Studio user under which this import is executed. The user has to exist in Innovation Studio prior to this operation.<user_password> - The password for the Innovation Studio user.

  • <DataBaseServer> - The name of the database server where the FintechOS installation database was created.

  • <DB_user> - The username of the SQL Server user with administration rights on the FintechOS installation database.

  • <TheNameOfTheDataBase> - The name of the database.

  • <syspack_path>- The physical path to the unzipped Core Policy Admin v3.4.0 previously downloaded.

  • <DB_user_password>- The password for the above mentioned SQL user.

Post-Installation Setup

After installing the Billing & Collection v2.5.0 digital solution, perform the following configurations:

  1. Check System Parameter value:
    1. In FintechOS Studio, set your context to Core Insurance Master Settings digital asset as described in the Editing Digital Assets page.
    2. Go to Main Menu > Admin > System Parameters.
    3. Search BillingUsed parameter and open it for edit.
    4. Set the value to 1. Next, click Save and close to enable the use of Billing & Collection solution.
  2.  Add Vault keys:

For Portal app-settings:

Copy 
{
"baseUrlApi": "OPENAPI_URL *",
"clientApi": "yourClient",
"userApi": "yourUserName",
"passwordApi": "youUserPass",
"FileUploadWhiteList": ".pdf,.doc,.docx,.els,.jpg,.jpeg,.xlsx,.dll,.ppt,.pptx,.txt,.png,.ttf,.xml,.csv",
"SMTP:Port": "***",
"SMTP:Host": "***",
"SMTP:EnableSSL": "0",
"SMTP:User": "***",
"SMTP:Password": "***",
"DefaultFromEmail": "***"
}
//* URL of the OPEN API component
//*** = your SMTP information

For FintechOS Studio app-settings:

Copy 
{
"SMTP:Port": "***",
"SMTP:Host":"***",
"SMTP:EnableSSL":"0",
"SMTP:User":"***",
"SMTP:Password":"***",
"DefaultFromEmail":"***"
}

//*** = your SMTP information

For Job Server app-settings:

Copy 
{
"UploadFolder": "yourPath:\Sites\UploadEBS",
"AttachmentPath": "yourPath:\Sites\UploadEBS",
"FileUploadWhiteList": ".pdf,.doc,.docx,.els,.jpg,.jpeg,.xlsx,.dll,.ppt,.pptx,.txt,.png,.ttf,.xml",
"baseUrlApi": "OPENAPI_URL *",
"clientApi": "yourClient",
"userApi": "yourUserName",
"passwordApi": "youUserPass",
"SMTP:Port": "***",
"SMTP:Host": "***",
"SMTP:EnableSSL": "0",
"SMTP:User": "***",
"SMTP:Password": "***",
"DefaultFromEmail": "***",
}
//*  URL of the OPEN API component
//***  = your SMTP information
IMPORTANT!  
The UploadFolder and AttachmentPath keys are not needed for a job server installed as an web app. Instead, use the standard configuration steps to allow the job server access to the blob storage used by the other sites (to the same UploadEBS folder).

Prerequisites

Before installing Billing & Collection v2.4.0, make sure the following are already installed:

  • FintechOS Platform v22.1.1.0

  • SySDigitalSolutionPackages v22.1.0003

  • Core Insurance Master V2.4.0

Installation Steps

  1. Unzip your Billing and Collection_V2.4.0.zip archive file.
  2. Create a folder and name it 01 DeploymentPackages.
  3. Copy the DigitalAsset folder (if it exists) and DigitalSolution M.N.U.P.RC.zip file (extracted at step 1) inside the 01 DeploymentPackages folder.
  4. Locate the FtosSysPkgDeployer folder in the FintechOS installation kit (the path is <unzipped_install_archive>\Tools\FtosSysPkgDeployer). You need it to install the SySDigitalSolutionPackages.
  5. Select and copy the FtosSysPkgDeployer folder.
  6. Create the install_SyspackDA.bat file needed for installation.
  7. Add the following script in the file and save it next to the FtosSysPkgDeployer folder.
    8. Copy 
    CD /D %~dp0
    "%~dp0\FtosSysPkgDeployer\FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "%~dp0\01 DeploymentPackages\*.zip"
    Pause
  8. Run the install_SyspackDA.bat file by double clicking on it.
  9. Follow the steps above to import and install the Billing & CollectionImport v2.4.0.
  10. After installing the Billing & CollectionImport v2.4.0 digital solution, run the SQL scripts from the Billing & CollectionImport folder.

  • <StudioLink> - The web URL of the Innovation Studio installation, for example http://localhost/ftos_studio.

  • <AdminStudioUser> - The username of the Innovation Studio user under which this import is executed. The user has to exist in Innovation Studio prior to this operation.<user_password> - The password for the Innovation Studio user.

  • <DataBaseServer> - The name of the database server where the FintechOS installation database was created.

  • <DB_user> - The username of the SQL Server user with administration rights on the FintechOS installation database.

  • <TheNameOfTheDataBase> - The name of the database where the Service Insurancev2.4.0 is deployed.

  • <syspack_path>- The physical path to the unzipped Service Insurancev2.4.0 previously downloaded.

  • <DB_user_password>- The password for the above mentioned SQL user.

Upgrade

If you already have the Billing & Collection Import v2.3.0 package installed, upgrade to v2.4.0 by performing the below steps:

  1. Check if near the 01 Deployment Packages folder the Upgrade folder exists.

  2. Run the SQL scripts located in the Upgrade folder.

  3. Perform the installation steps above, steps 1-9, to install Billing & Collection v2.4.0..

  4. Perform the same to install Billing & Collection Import Upgrade v2.4.0.

  5. After installing the Billing & Collection Import Upgrade v2.4.0 digital solution, perform the post-installation setup listed below.

Post-Installation Setup

After installing the Billing & Collection v2.4.0 and Billing & Collection Import v2.4.0digital solutions, perform the following configurations:

  1. Check System Parameter value:
    1. In FintechOS Studio, set your context to Core Insurance Master digital asset as described in the Editing Digital Assets page.
    2. Go to Main Menu > Admin > System Parameters.
    3. Search BillingUsed parameter and open it for edit.
    4. Set the value to 1. Next, click Save and close to enable the use of Billing & Collection solution.
  2.  Add Vault keys:

For Portal app-settings:

Copy 
Attention!
Add/modify the Vault keys for the Portal app-settings:
Identify the following keys and add their values with your SMTP information:
{
"baseUrlApi": "<PORTALAPI_URL_the_URL_of_the_portal_site_using_EBSDefaultAuthentication=EBS>",
"clientApi": "<yourClient>",
"userApi": "<yourUserName>",
"passwordApi": "<youUserPass>",
"SMTP:Port": "<your_SMTP_Port_information>",
"SMTP:Host": "<your_SMTP_Host_information>",
"SMTP:EnableSSL": "0",
"SMTP:User": "<your_SMTP_User_information>",
"SMTP:Password": "<your_SMTP_Password_information>",
"DefaultFromEmail": "<your_SMTP_default_from_mail_information>"
}

For FintechOS Studio app-settings:

Copy 
Attention!
Add/modify the Vault keys for the Studio app-settings:
Identify the following keys and add their values:
{
"SMTP:Port": "<your_SMTP_Port_information>",
"SMTP:Host": "<your_SMTP_Host_information>",
"SMTP:EnableSSL": "0",
"SMTP:User": "<your_SMTP_User_information>",
"SMTP:Password": "<your_SMTP_Password_information>",
"DefaultFromEmail": "<your_SMTP_default_from_mail_information>"
}

For Job Server app-settings:

Copy 
Attention!
Add/modify the Vault keys for the Job server app-settings:
Identify the following keys and add their values with your SMTP information:
{
"UploadFolder": "<your_Path>:\Sites\UploadEBS",
"AttachmentPath": "<your_Path>:\Sites\UploadEBS",
"FileUploadWhiteList": ".pdf,.doc,.docx,.els,.jpg,.jpeg,.xlsx,.dll,.ppt,.pptx,.txt,.png,.ttf,.xml",
"baseUrlApi": "<PORTALAPI_URL_the_URL_of_the_portal_site_using_EBSDefaultAuthentication=EBS>",
"clientApi": "<your_Client>",
"userApi": "<your_UserName>",
"passwordApi": "<yourUserPass>",
"SMTP:Port": "<your_SMTP_Port_information>",
"SMTP:Host": "<your_SMTP_Host_information>",
"SMTP:EnableSSL": "0",
"SMTP:User": "<your_SMTP_User_information>",
"SMTP:Password": "<your_SMTP_Password_information>",
"DefaultFromEmail": "<your_SMTP_default_from_mail_information>"
}
IMPORTANT!  
The UploadFolder and AttachmentPath keys are not needed for a job server installed as an web app. Instead, use the standard configuration steps to allow the job server access to the blob storage used by the other sites (to the same UploadEBS folder).

Follow the instructions below to install and configure Claims Management 2.5.0 and 2.4.0.

Prerequisites

Before installing Claims Management 2.5.0, make sure to install the following:

  • FintechOS Platform v22.1.4

  • SySDigitalSolutionPackages v22.1.4000.zip

  • Policy Admin v3.5.0

Installation Steps

  1. Download the solution package from Release Hub.

  2. Unzip your solution package .zip archive file. Identify the 01 DeploymentPackages folder.

  3. Locate the FtosSysPkgDeployer folder in the FintechOS installation kit (the path is <unzipped_install_archive>\Tools\FtosSysPkgDeployer). You need it to install the SySDigitalSolutionPackages.

  4. Select and copy the FtosSysPkgDeployer folder next to the 01 DeploymentPackages folder.

  5. Create the .bat file needed for installation and save it next to the FtosSysPkgDeployer folder. Add the following script in the .bat file.

    Copy 
    CD /D %~dp0
    "%~dp0\FtosSysPkgDeployer\FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "%~dp0\01 DeploymentPackages\*.zip"
    Pause
  6. Execute the .bat file to start the installation.

  • <StudioLink> - The web URL of the Innovation Studio installation, for example http://localhost/ftos_studio.

  • <AdminStudioUser> - The username of the Innovation Studio user under which this import is executed. The user has to exist in Innovation Studio prior to this operation.<user_password> - The password for the Innovation Studio user.

  • <DataBaseServer> - The name of the database server where the FintechOS installation database was created.

  • <DB_user> - The username of the SQL Server user with administration rights on the FintechOS installation database.

  • <TheNameOfTheDataBase> - The name of the database.

  • <syspack_path>- The physical path to the unzipped Core Policy Admin v3.4.0 previously downloaded.

  • <DB_user_password>- The password for the above mentioned SQL user.

Post-Installation Setup

After installing the Claims Admin2.5.0 digital solutions, perform the following configurations:

  1. Add Vault keys for Portal app-settings:

    Copy 
    {"
    baseUrlApi": "OPENAPI_URL *",
    "clientApi": "yourClient",
    "userApi": "yourUserName",
    "passwordApi":
    "youUserPass",
    "SMTP:Port": "***",
    "SMTP:Host": "***",
    "SMTP:EnableSSL": "0",
    "SMTP:User": "***",
    "SMTP:Password": "***",
    "DefaultFromEmail": "***"
    }/
    /* URL of the OPEN API component
    //*** = your SMTP information

  2. Add Vault keys for FintechOS Studio app-settings:

    Copy 
    {
    "SMTP:Port": "***",
    "SMTP:Host":"***",
    "SMTP:EnableSSL":"0",
    "SMTP:User":"***",
    "SMTP:Password":"***",
    "DefaultFromEmail":"***"
    }
    //*** = your SMTP information

  3. Add Vault keys for Job Server app-settings:

    Copy 
    {
    "UploadFolder": "yourPath:\Sites\UploadEBS",
    "AttachmentPath": "yourPath:\Sites\UploadEBS",
    "FileUploadWhiteList": ".pdf,.doc,.docx,.els,.jpg,.jpeg,.xlsx,.dll,.ppt,.pptx,.txt,.png,.ttf,.xml",
    "baseUrlApi": "OPENAPI_URL *",
    "clientApi": "yourClient",
    "userApi": "yourUserName",
    "passwordApi": "youUserPass",
    "SMTP:Port": "***",
    "SMTP:Host": "***",
    "SMTP:EnableSSL": "0",
    "SMTP:User": "***",
    "SMTP:Password": "***",
    "DefaultFromEmail": "**",
    }
    //*  URL of the OPEN API component
    //*** = your SMTP information
IMPORTANT!  
The UploadFolder and AttachmentPath keys are not needed for a job server installed as an web app. Instead, use the standard configuration steps to allow the job server access to the blob storage used by the other sites (to the same UploadEBS folder).

Prerequisites

Before installing or upgrading to Claims Management v2.4.0, make sure the following are already installed:

  • FintechOS Platform v22.1.1.0

  • SySDigitalSolutionPackages v22.1.0003

  • Policy Admin V3.4.0.

Installation Steps

  1. Unzip your Claims Admin 2.4.0.zip archive file.

  2. Create a folder and name it 01 DeploymentPackages.

  3. Copy the DigitalAsset folder (if it exists) and DigitalSolution M.N.U.P.RC.zip file (extracted at step 1) inside the 01 DeploymentPackages folder.

  4. Locate the FtosSysPkgDeployer folder in the FintechOS installation kit (the path is <unzipped_install_archive>\Tools\FtosSysPkgDeployer). You need it to install the SySDigitalSolutionPackages.

  5. Select and copy the FtosSysPkgDeployer folder.

  6. Create the install_Syspack.bat file needed for installation.

  7. Add the following script in the file and save it next to the FtosSysPkgDeployer folder.

    Copy 
    CD /D %~dp0
    "%~dp0\FtosSysPkgDeployer\FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "%~dp0\01 DeploymentPackages\*.zip"
    Pause

  8. Run the install_Syspack.bat file by double clicking on it.

  9. Follow the steps above to import and install the Claims Admin Import 2.2.0.zip, if needed.

    IMPORTANT!  
    The Claims Admin Import v2.2.0 contains data import configurations for jobs and insurance parameters. If you decide to work with our configurations, install the Claims Admin Import 2.2.0.zip, following the standard installation steps 1-8.
    The Claims Admin Import v2.2.0 solution has the following dependency: Claims Admin V2.3.0.

  • <StudioLink> - The web URL of the FintechOS Studio installation, for example http://localhost/ftos_studio.

  • <AdminStudioUser> - The username of the FintechOS Studio user under which this import is executed. The user has to exist in FintechOS Studio prior to this operation.

  • <user_password> - The password for the FintechOS Studio user.

  • <DataBaseServer> - The name of the database server where the FintechOS installation database was created.

  • <DB_user> - The username of the SQL Server user with administration rights on the FintechOS installation database.

  • <TheNameOfTheDataBase> - The name of the database where the Service Insurancev22.R3 is deployed.

  • <syspack_path> - The physical path to the unzipped Service Insurancev22.R3 previously downloaded.

  • <DB_user_password> - The password for the above mentioned SQL user.

Post-Installation Setup

After installing the Claims Managementv2.4.0 digital solutions, perform the following configurations:

  1. Add Vault keys for Portal app-settings:

    Copy 
    Attention!
    Add/modify the Vault keys for the Portal app-settings:
    Identify the following keys and add their values with your SMTP information:
    {
    "baseUrlApi": "<PORTALAPI_URL_the_URL_of_the_portal_site_using_EBSDefaultAuthentication=EBS>",
    "clientApi": "<yourClient>",
    "userApi": "<yourUserName>",
    "passwordApi": "<youUserPass>",
    "SMTP:Port": "<your_SMTP_information>",
    "SMTP:Host": "<your_SMTP_information>",
    "SMTP:EnableSSL": "0",
    "SMTP:User": "<your_SMTP_information>",
    "SMTP:Password": "<your_SMTP_information>",
    "DefaultFromEmail": "<your_SMTP_information>"
    }

  2. Add Vault keys for FintechOS Studio app-settings:

    Copy 
    Attention!
    Add/modify the Vault keys for the Studio app-settings:
    Identify the following keys and add their values:
    {
    "SMTP:Port": "<your_SMTP_information>",
    "SMTP:Host":"<your_SMTP_information>",
    "SMTP:EnableSSL":"0",
    "SMTP:User":"<your_SMTP_information>",
    "SMTP:Password":"<your_SMTP_information>",
    "DefaultFromEmail":"<your_SMTP_information>"
    }

  3. Add Vault keys for Job Server app-settings:

    Copy 
    Attention!
    Add/modify the Vault keys for the Job server app-settings:
    Identify the following keys and add their values with your SMTP information:
    {
    "UploadFolder": "<your_Path>:\Sites\UploadEBS",
    "AttachmentPath": "<your_Path>:\Sites\UploadEBS",
    "FileUploadWhiteList": ".pdf,.doc,.docx,.els,.jpg,.jpeg,.xlsx,.dll,.ppt,.pptx,.txt,.png,.ttf,.xml",
    "baseUrlApi": "<PORTALAPI_URL_the_URL_of_the_portal_site_using_EBSDefaultAuthentication=EBS>",
    "clientApi": "<your_Client>",
    "userApi": "<your_UserName>",
    "passwordApi": "<yourUserPass>",
    "SMTP:Port": "<your_SMTP_information>",
    "SMTP:Host": "<your_SMTP_information>",
    "SMTP:EnableSSL": "0",
    "SMTP:User": "<your_SMTP_information>",
    "SMTP:Password": "<your_SMTP_information>",
    "DefaultFromEmail": "<your_SMTP_information>",
    }
IMPORTANT!  
The UploadFolder and AttachmentPath keys are not needed for a job server installed as an web app. Instead, use the standard configuration steps to allow the job server access to the blob storage used by the other sites (to the same UploadEBS folder).

After installing the Claims ManagementImport v2.2.0 digital solution, perform the following configurations, approving all the Insurance Parameters as described below:

  1. Log into FintechOS Portal.

  2. Expand the main menu, expand Settings , then click Insurance Parameters.

  3. Double-click a parameter for editing.

  4. Change parameter's status from Draft to Approved.

  5. Repeat steps from 2-4 for all the Insurance Parameters in Draft status.

Follow the instructions below to install and configure Service Insurancev.1.3.0 and v1.1.0.

Prerequisites

Before installing Reinsurance Admin 1.3.0, make sure to install the following:

  • FintechOS Platform v22.1.4

  • SySDigitalSolutionPackages v22.1.4000.zip

  • Core Insurance Master v2.5.0

Installation Steps

  1. Download the solution package from Release Hub.

  2. Unzip your solution package .zip archive file. Identify the 01 DeploymentPackages folder.

  3. Locate the FtosSysPkgDeployer folder in the FintechOS installation kit (the path is <unzipped_install_archive>\Tools\FtosSysPkgDeployer). You need it to install the SySDigitalSolutionPackages.

  4. Select and copy the FtosSysPkgDeployer folder next to the 01 DeploymentPackages folder.

  5. Create the .bat file needed for installation and save it next to the FtosSysPkgDeployer folder. Add the following script in the .bat file.

    Copy 
    CD /D %~dp0
    "%~dp0\FtosSysPkgDeployer\FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "%~dp0\01 DeploymentPackages\*.zip"
    Pause
  6. Execute the .bat file to start the installation.

  • <StudioLink> - The web URL of the Innovation Studio installation, for example http://localhost/ftos_studio.

  • <AdminStudioUser> - The username of the Innovation Studio user under which this import is executed. The user has to exist in Innovation Studio prior to this operation.<user_password> - The password for the Innovation Studio user.

  • <DataBaseServer> - The name of the database server where the FintechOS installation database was created.

  • <DB_user> - The username of the SQL Server user with administration rights on the FintechOS installation database.

  • <TheNameOfTheDataBase> - The name of the database.

  • <syspack_path>- The physical path to the unzipped Core Policy Admin v3.4.0 previously downloaded.

  • <DB_user_password>- The password for the above mentioned SQL user.

Prerequisites

Before installing or upgrading to Reinsurance Admin v1.1.0, make sure the following are already installed:

  • FintechOS Platform v22.1.0

  • SySDigitalSolutionPackages v21.2.2301

  • Core Insurance Master v2.3.0

IMPORTANT!  
If you already have Reinsurance Admin Import v1.0.0 installed, then you need to install Reinsurance Admin Import Upgrade v1.0.0 instead.

Below you can find instructions for clean installing or upgrading to Service Insurancev1.1.0.

Install the following packages, in this exact order:

  1. Reinsurance Admin v1.1.0

  2. Reinsurance Admin Import v1.1.0

Follow the steps below:

  1. In Innovation Studio, import and install the Reinsurance Admin v1.1.0 digital solution by following the standard procedure.

  2. Follow step 1 to import and install the Reinsurance Admin Import v1.1.0.

Upgrade to the following packages, in this exact order:

  1. Reinsurance Admin v1.1.0

  2. Reinsurance Admin Import Upgrade v1.0.0

These instructions are applicable when upgrading from the previous version of the packages.

Follow the steps below:

1. In Innovation Studio, import and install the Reinsurance Admin v1.1.0 digital solution by following the standard procedure.

2. Follow step 1 to import and install the Reinsurance Admin Import Upgrade v1.0.0.