Answers/SchemeServe Feature Requests

PlannedDoneNot planned

Copy/clone scheme feature

Adam Bishop
suggested this on May 20, 2010 08:51

Facility to copy a whole scheme, or just elements of it, e.g.:

  1. Scheme settings (includes user allocations)
  2. Questions
  3. Insurers
  4. Conditional and Flat Matrix
  5. Documents
  6. Rules
  7. Lookups
  8. Claim Types
  9. Claim Excesses
  10. Endorsement Library
 

Comments

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Mark Williams
Choice Insurance

This is getting increasingly important to us as we are writing a number of similar schemes.

June 17, 2011 15:28
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Adam Bishop
ADM Network Ltd
There is now a feature to copy/import rules on Labs between schemes. Copying whole schemes coming soon...
April 06, 2012 17:19
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