Party is a CRM solution, which stores information about customers, partners and intermediaries and provides a rich set of services and functionality around this data. Party provides a central processing and routing hub for party information across other Apex Insurance Components (AIC) applications within the data center.
Multi-Channel Co-existence Features
- Ability to act as a hub or a spoke in an environment with multiple client databases, channel-specific front office solutions and back-end transactional and legacy applications
- Manage rule-based data replication among different systems and configure these rules for different applications
- Customized task-oriented channel specific and role specific screens, pick lists and workflow
- Secure access to data through website based on registration
- Co-exist with existing LDAP
- ACORD compliant.
Powerful Search Features
- High performance search criteria such as city, zip, neighbouring zip and phone
- Different types of search methods - exact, probable, fuzzy, multi-lingual
- Search multiple databases - Client DB, Prospect DB, Phone DB, Blacklist DB
- Ability to search specific entities
- Search or validate ID from a web service.
Basic Data Capture Features
- Record different types of parties - Individuals, Corporate entities or Groups
- Record information about clients that can be used for several specific purposes such as risk assessment, segmental marketing etc.
- Define several entities - Agent, Agency, Bank, Service, etc.
- Record relationships between parties. Predefined Relationships/ Customizable
- Record hierarchy of parties.
Advanced Data Capture Features
- Record contacts associated with a Party - Predefined/Customizable
- Record information on own organization structure
- Define multiple hierarchies
- Ability to record roles like Policyholder, Claimant, Beneficiary, Trustee, etc.
- Record life cycle information about parties
- Ability to import external data such as telephone directory
- Add user-defined fields for data capture
- Maintain history of all changes made to risk and other data.
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