Dashboards

Dashboards bundle together data views that are either needed more often than others or they simply have priority, in your everyday work. Dashboards are also a flexible way to work with your data since they can be easily updated when needed - for example when a flow must be given priority over other flows due to an increase in the frequency of its use.

The Reinsurance Admin solution comes with a configured dashboard, displayed in your portal.

Below, an example of the dashboard:

Reinsurance Dashboard view

This dashboard displays 2 sections:

  • Insert Reinsurance Contracts - this section provides the link to the contract registration flow. By pressing the insert (+) button, you can open and fill out a new reinsurance form.

  • Reinsurance Contracts List - where you have a rapid overview of the newest reinsurance records, registered in the system. Yet, you can also use the Search functionality in order to find a specific record.

The following are the columns available for search:

  • Contract No.,

  • Reinsurance Contract Date,

  • Name,

  • Reinsurer Name,

  • Begin Date,

  • End Date,

  • Reinsurance Type,

  • Status - with the following search options Draft, InForce, Registered, and Terminated.

Depending on your level of authority (security role), you might have access to different FintechOS insurance solutions, functionalities or processes, Reinsurance Admin being just one of them. As you can see in the image above, the portal dashboard is yet another way to help you smoothly navigate between the insurance applications that you use.

Finally, Dashboards is a feature that can be easily adjusted. So, configure the Reinsurance Admin dashboard to respond to your particular needs. If more widgets are needed to help you keep contract data organized, accessible, and comprehensible this can be easily done with FintechOS Studio. For more details, consult the Dashboards documentation.