Answers/SchemeServe Feature Requests
PlannedDoneNot planned
Adding 'If Broker' to the Rule Builder
Jon Collis
suggested this on May 19, 2010 11:48
Can you consider adding a if broker the rule builder to add extra flexibility to the system. We would like this feature so we can issue different documents for different brokers but it could also be used for the following:-
- Auto Referring a certain broker (maybe new broker so you can check they are using the system correctly
- Add different fees to different brokers
- Adding specific endorsements to an individual broker, for example if a broker has a book of business for a cleaning contract then you could have an endorsement for power cleaning just for that broker
The list is endless but would be a great addition to the rule builder.
Comments
Hi Jon
This is a rule that I have seen big potential with in our scheme too. Many thanks
We could really do with this too. As well as rule builder we would like this available to documents and the matrix.
This would be extremely helpful for us not just in rules but if we could refer to this in the Documents.
Reason being, the Master User seems to have Broker rules applied to it, so if there is a default broker commission it applies to the Master User, except there are no settings for us to override this for the Master User. So there is nothing that differentiates the Master user from normal Brokers. This would help us a lot and be a good work around for a few issues we have come up against.
This would be a great benifit to us too