NOVUS Shortcuts

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See the NOVUS Walkthrough Guide for general information about the system.

The following table lists shortcut names which can be entered into the shortcut bar in NOVUS.

Novus shortcut.png


The text field will use autocomplete to predict which NOVUS program to open. To change the program suggested by NOVUS, continue to type the command required. Clicking the drop-down arrow will display all programs available based on the text already entered into the shortcut box. Clicking the launch button or pressing enter on the keyboard will open the chosen program in the main NOVUS panel.


Shortcut name Description
ACCLIST System enquiry report listing IBA (insurance broking accounts) accounts that match or fall within the parameter(s) provided on the page
AGED System enquiry aged debt analysis report displaying transactions in different columns depending on the user selected parameters
ASIF HELIX - Reinsurance modelling program
BANK Set up bank account details for each currency
BANKREC Perform bank reconciliations from a list of cash entries, transactions and purchase ledger (if applicable) posts for the currency chosen
BINDERCOV Document production program - see POLISSUE - issue binder cover notes once policy has been converted to a firm order
BINDERSL Document production program - see PROFSCHED - create pro-forma schedule documents from a template with details of items insured
BORDCONV Launches the Bordereau Converter module
BSCOPE Set up ranges for different options on a master contract, limiting what is available for use on off-policies/declarations
BUSRULES Applies certain business rules which the data must satisfy for the INBORD program
CALENDAR Set up the accounting periods; enables any date to be assigned to a financial year and period
CASHENTRY Make cash entries (paid/received) in batch or non-batch mode
CERT Document production program to produce the certificate of insurance for either a specific risk element or a set of risk elements
CLAUSE Create, view or edit a list of clauses and associate specific clauses to policy types
CLMFILE See LIBLOG - tracking of system and manually produced documents in relationship to a particular claim
CLMHIST System enquiry screen which displays all activities on a claim, items added, modified and deleted
CLMMEN Configure limits for a particular policy number, year and section, enter loss details, produce documentation, post claims transactions
CLOSE Document production program to produce accounting documentation for three types of partners: bureaux, companies, and silent agents in the form of LPAN's (London premium advice note), LCCF's (London claim collection form), open market premium closing advice and silent agent credit notes
CODES Search, create and edit existing codes (depending on authorisation level, defined in the WHO program) to ensure that data can be validated and classified in a structured fashion
CONV Convert instalments on a transaction from a source currency to a destination (banking) currency at a user defined rate of exchange. All lines on the instalment are converted at the same rate of exchange
CONVRPT Provides a report for a range of transactions that have been converted
COUNTERS Displays sequential numbers and counters, showing how the system controls the numbering of policy numbers, quotation numbers etc
COV Document production program to produce cover notes from the slip once the policy has been converted to a firm order and the market added
COVADD Document production program to produce addenda to cover notes or evidence of cover
CREATEWO Part of the electronic connectivity module (ECM) enabling users to create a work order as part of the A&S (accounting and settlement) and ECF (electronic claims filing) initiatives
CRESTA Add CRESTA ID zones to NOVUS
CSVVIEWER Displays merge field 'f numbers' with associated data from the last documentation created to aid the creation of documentation and troubleshoot issues
CUR Add/edit and delete currencies within the system
DBREFRESH For Morning Data to use to overwrite the content of a company's test dataset with live dataset content.
DEBIT Document production program to produce debit or credit notes for the specified transaction
DECLARE Create a declaration attaching to a lineslip
DOCTRANS Part of the electronic connectivity module enabling users to send data electronically as part of the A&S (accounting and settlement) and ECF (electronic claims filing) initiatives
DOCVIEWER Documents preview panel providing functionality to preview documents related to specific policies
ECASH System enquiry screen to view cashbook entries for a specific bank account
ECLAIM System enquiry screen to view claim records
ECOUNTERS System enquiry screen to view, but not modify, counters by users who are not at administrator level (defined in the WHO program).
ECUR System enquiry screen to view currencies and rates of exchange
EENDORSE System enquiry screen to perform detailed enquiries of endorsement documents fields; either a London MRC (Honeycomb) endorsement or a similar single design endorsement
ELINESLIP System enquiry screen to perform a search of Pools by leader, member, or pool ID.
EMART System enquiry screen to view the consolidated market for policy number, year, section and market version number (MVN)
EMATCH System enquiry screen to make detailed enquiries of match log records on an account
ENDLOG HELIX system enquiry screen - Policy endorsement log
ENDORSE Document production program enabling the creation and editing of endorsement documents; either a London MRC (Honeycomb) endorsement or a similar single design endorsement
ENLACC System enquiry screen for querying accounts created in the NLACC program
ENLBATCH System enquiry scree for making enquiries on nominal ledger entries by batch number
EPARTLIST System enquiry screen to search and filter partner list
EPARTNER System enquiry screen to make enquiries on individual partner codes created in PARTNER
EPERIOD System enquiry screen to make enquiries on period summary totals, full details of end of period summary, with drilldown for further details of summary information
EPLACC System enquiry screen to make queries for details entered in PLACC.
EPOLIST System enquiry screen which lists policy numbers along with brief policy details by specific reinsured or client
ERISK System enquiry screen to make enquiries on quote/risk records with detailed search capability
ETITLE System enquiry screen to view list of programs available
ETRAN System enquiry screen to perform detailed enquiries on existing transactions
ETRANH System enquiry screen to provide an overview of transaction for each separate section
EWHO System enquiry screen to view users' details in a read only format without the ability to update them
FACILITY System enquiry screen to view an existing facility and its associated policies in list format
FEES Default table to modify the way in which the taxes and fees are processed or add further taxes and fees
FUNDALLOC Make changes to transactions to reallocate funding across transaction lines
INBORD Process data from a csv file; both sum insured and premium
INDICT Create indications/quotes and place all enquiries onto the system in skeleton record format
IOLINK HELIX - Allocate inward premium to the outward treaties
IOSPREAD HELIX - configure which classes of business and location codes in conjunction with given underwriting year will cause all technical entries to be entered
JNL Create client/company, inter-client, and inter-company journals
LIBLOG Tracking of system and manually produced documents in relationship to a particular policy
LIMITS Configure limits and reinstatements on a policy
LINEAGE A premium feed which creates a list of data from a spreadsheet and enters it into the system
MART Create a market with clients and insurers with signed subscriptions and commissions, along with silent agents (and co-broker and retained accounts in HELIX).
MATCH Carried out on an IBA account and currency basis to match cash
NLACC List of nominal codes and accounts created within the accounting structure
NLFINS Produce profit and loss and balance sheet report
NLPOST Enter a new batch into the nominal ledger (NL), or revisit a batch that will no longer be posted
OSALLOC Redistribute outstanding amounts between accounts on a transaction which have the same suffix and splitter
OUTBORD Create outward bordereaux in risk, premium or claim format
PARTNER Create partner accounts and revenue accounts
PAYITEMS Pay selected items in requisitions
PERIODEND Close a specified period and write period totals into the nominal ledger
PLACC Add purchase ledger accounts or supplier information
PLACCLIST Produces report showing a range of purchase ledger accounts, dates and currencies
PLAGED Produces a list of outstanding purchase ledger transactions by either total or detail
PLPAY Enables the posting of cash and automatic matching of a transaction in the purchase ledger module
PLPOST Enables purchase ledger transactions to be posted directly to the nominal ledger (NL)
PLTRANLIS Provides purchase ledger transaction listing by tax point
POLISSUE Document production program to issue binder cover notes once policy has been converted to a firm order
POLREN Renew or copy policy details
POOL Create the pool of insurers (players on the market) which will collectively write the risk
PRODSPLIT Apportion income on a risk between producers [users that have a job role of 'P' in the WHO program)
PROFCOM Create a PRC (Profit Commission) transaction comprising an insurer amount, a broker amount and a cover holder amount
PROFSCHED Document production program to create Pro-forma schedule documents from a template with details of items insured
QPLACE Accepts a quotation number to place the quotation
QUOTE Create quotations
QUOTED Document production program to produce a direct quotation which is sent to the user's default printer
QUOTENEW Create a new quotation
QUOTEPOL Convert quotation to a policy
QUOTER Document production program for the production of reinsurance quotation
RATER Rating engine for HELIX
RCLAUSE Clause modification on an individual quote or policy record
REINSTATE Configure reinstatements for policy sections
REPGEN Universal report generator program
REPSETUP Set up parameters for REPGEN program
REQBUILD Division of duties between creator of the requisition and requisition payer which enables the system to create cash entry records and match the transactions selected
RISKDETAH Allows risk level data for Accident and Health business to be added to a risk (or quote)
RISKDETBW Allows risk level data for Building Warranties business to be added to a risk (or quote)
RISKDETCY Allows risk level data for Cyber business to be added to a risk (or quote)
RISKDETFL Allows risk level data for Financial Lines business to be added to a risk (or quote)
RISKDETFT Allows risk level data for Forestry business to be added to a risk (or quote)
RISKDETLI Allows risk level data for Liability business to be added to a risk (or quote)
RISKDETMA Allows risk level data for Marine business to be added to a risk (or quote)
RISKDETMC Allows risk level data for Commercial Motor business to be added to a risk (or quote)
RISKDETMM Allows risk level data for Medical Malpractice business to be added to a risk (or quote)
RISKDETPA Allows risk level data for US Property business to be added to a risk (or quote)
RISKDETPJ Allows risk level data for Project business to be added to a risk (or quote)
RISKDETPR Allows risk level data for Property business to be added to a risk (or quote)
RISKDETWC Allows risk level data for Workers Compensation business to be added to a risk (or quote)
RISKDETYT Allows risk level data for Yacht business to be added to a risk (or quote)
RISKEND Create an endorsement for midterm alterations/cancellation/reinstatement with document production capability
DATALOAD Allows data to be uploaded to NOVUS
RISKNEW Create a new risk
RPROFILE Displays the number of policies for a range of sums insured across a specific binder year, division, business class and location code
SCHTARIFF Displays tariff descriptions for the binder specified
SECTADD Add non-contiguous sections to a risk
SECTDEL Delete sections from a risk
SLBROKER Record and maintains surplus line broker details
SLIP Document production program to produce pro-forma and reinsurance slips
SND Enter bureau signing number and dates against transactions on the system
STATEMENT Document production program to produce a statement of account for a business partner or range of business partners
STF Enables suppression of items from statements
SYSP Houses specific configuration details for datasets in each specific installation
TAKEREV Enables IBA revenue items to be batched, settled and matched in a single operation
TITLE Lists available system programs, security group, and access level
TRANLIST System enquiry report listing transactions
TRANPT Posts transactions to IBA ledger
TRANPTN Posts non-templated transactions to IBA ledger
TRIBAL System enquiry report producing a balance of all nominal accounts
TTYMEN Proportional treaty module menu
UMCASH System enquiry report listing unmatched cash for monitoring amounts of unmatched cash
UNMATCH Unmatches matched transactions
VATREP Produces VAT report
WHO Add, remove and manage the users of the system
WORKFLOW Shows the last three years history of a policy
YEAREND Closes the financial year


Version History

5.1.0 Updated to latest version