EPARTLIST

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EPARTLIST.PNG
Name Partner Codes Overview
Shortcut EPARTLIST
Area Category:IBA

See the NOVUS Walkthrough Guide for further information.


Partner Codes Overview

The EPARTLIST program enables partners to be searched for and filtered.

A “fuzzy”, or wildcard search will search for partner accounts created in the PARTNER program that contains the free text entered into the search field.

Searches can be performed on a particular partner code or even a partial client name.

Note to use the initial search parameters to search for one or more individual account codes, first, use the 'Reset' button to reset the form, then select one or more partner codes from the Account Code list of values and press 'Search'.

The screen behaves like all other enquiry screens in the system, allowing filtering and grouping to be performed and new columns to be added from the column sorter.

Information on the current status of the partner's sanctions check is visible as well as their VAT status, and if they are stopped or not by default.

The suffix column shows all the roles that the partner is authorised to operate in the system.

Null suffix denotes no role, which includes original assured/insureds/policyholders with whom there are no direct financial trading relationships permitted.


EPARTLIST search 2020.png


Partners in the results grid can be viewed with more detail by double-clicking the row or right-clicking and using the context menu to navigate.

'Number of Employees' allows for two decimal places to be entered.

Full grid customisation allows modification of the data displayed in a preferred format. Columns available to enable reporting on country code and region code for the risk and the Original Assured.

Default columns are available for: • Account Org Group Code (Account Organisation Group (Parent) Code) • Account Org Group Name (Account Organisation Group (Parent) Name)


EPARTLIST Column Customisation 2020.png


Print and save options allow sharing this information easily. The user can quickly narrow down the result set by using the grid's filtering capability. There are additional criteria that can be selected to narrow down the initial search.

The load/save grid layout allows the preferred grid (e.g. particular column orders) to be saved, loaded (giving the option to choose a previously saved grid layout) or reset to the standard.


Double-clicking from a partner in the EPARTLIST program or right-hand mouse click from a partner in the account section of the navigation tree will open the record in view mode.


EPARTNER Read only view.PNG


Sort results using the built-in filters or drag columns to group the results. Tooltips show how to best use the program.


Print to the default printer and save to file options allow saving the results to five different file formats. When exported to Excel, results that contain images have 'yes' in the column to allow for filtering.

Version History

v 7.0.0 - Updated to the latest version
6.2.0 - Updated to the latest version
6.1.0 - Updated to the latest version
v6J - EPARTLIST now shows Creator username in new column
v5M - First version of this form to use the new style. No other updates except the restyle.