DealEngine Feature List

          Feature Description
          API
          ● Guidewire
          ● EBix e-Global
          ● Odoo/Flectra
          ● Payment gateway - various
          ● B2B gateway - various
          ● Registry gateways - Vehicle plates, corporations
          ● GDS location services - various
          ● ACCORD capable (DEAL ENGINE)
          Accounting Integration
          ● Guidewire
          ● EBix e-Global
          ● Odoo/Flectra
          Activity Dashboard
          ● Permissions driven UI - Client, Broker, Association,Insurer views (DEAL ENGINE)
          Activity Logging ● OpenSearch logging options
          ● On contract event
          ● AWS Lambda start/stop & life cycle configuration options
          Automatic Notifications
          ● Email
          ● By TASKS and long range TASK such as renewals in COMING UP (DEAL ENGINE)
          Billing & Invoicing
          ● Invoice and payment receipt on BIND (DEAL ENGINE)
          ● Alternate to invoice premium advice note (PAN) on BIND (DEAL ENGINE)
          ● API's to insurance backoffice system(various) (DEAL ENGINE)
          ● Odoo/Flectra
          Calendar Management
          ● TASKs to Calendars - various
          Customer Database
          ● Full CRM with sales channels (FLECTRA)
          ● Separate high security data store for sensitive personal information (DEAL ENGINE)
          Customisable Reporting
          ● Library of reports
          ● Auto-run scheduler 
          Data Import/Export
          ● via JSON, CSV, 
          ● via report utilities
          ● via stored procedures
          Document Management
          ● Insurance contracts (DEAL ENGINE) using CKEditor5
          ● Emails, documents, invoices, advisories creation CkEditor5
          ● PDF docx and other options 
          ●  General module accessible by customers, vendors, employees (FLECTRA)
          Document Storage
          ● Templates (DEAL ENGINE)
          ● Auto generated (DEAL ENGINE)
          ● Uploads
          Electronic Payments
          Various - Windcave + others
          Inventory Management  (FLECTRA ONLY)
          ● Full services and physical inventory 
          Inventory Kits  (FLECTRA ONLY)
          ● Services sale triggers orders on suppliers
          Layered Product Pricing  ● General 
          ● Insurance programme
          ● Customer - case traded 
          Invoice Management  (FLECTRA ONLY)
          ● All standard processes including customer POs
          ● Analytic accounting
          Reminders
          ● Tasking
          Reporting & Statistics
          ● Standard and custom reports
          Search Functionality
          ● Filters - attributes and on the fly
          Licensing ● Open source - Open Core Model
          ● NO user licensing - unlimited users
          ● Some add on modules for Flectra 1 off license fee
          Language and DB
          ● Flectra - Python and Postgres
          ● Deal Engine - C# and Postgres
          Cloud services
          ● Own Virtual Server or Shared tenancy
          Disclosure ● Full development tools disclosure via YAML
          ● Security vulnerability CIV on Gitlab
          ● Keys available to take internal control
          Third party developers ● Permitted - enquire please
          ● Flectra partners
          Services pricing model ● Subscription - mixed model: setup and transactions
          Insurance policy life cycle ● new
          ● change
          ● cease/lapse
          ● NTU (Not Taken Up)
          ● cancel
          ● renew
          Insurance policy levels ● one insured/many policies/programmes
          ● programmes
          ● case traded
          ● co-insurers
          ● re-insurers 
          ● master/sub-policies
          ● mixed corporate/private (e.g travel)
          Insurance parties ● Insured
          ● Co-insured
          ● Named parties
          ● External parties (e.g banks, governing associations)
          ● Former principals (auto-runout)
          ● Former acquired entities (e.g merge prof practice)
          ● Other officers that need to be listed
          ● Insured membership associations
          ● Brokers
          ● Insurers
          ● Co-insurers
          ● Excess Layer providers
          ● Cat or Re-insurers
          Insurance Programme Management - milestones ● Bulk or single release
          ● Stage tracking for each process - new, change etc
          ● Stage tracking - Not Started
          ● Stage tracking - Started
          ● Stage tracking - Submitted
          ● Stage tracking - Referred
          ● Stage tracking - Referred back to Broker or Client
          ● Stage tracking - sub-policy declarations (officers, groups, travellers)
          ● Stage tracking - Bind
          ● Stage tracking - Issue docs
          ● Stage tracking - Declined
          Insurance - Special Contract Processes
          ● Stage undo - Broker unlock submitted proposal with user logged and reasons
          ● Stage undo - U/W unbind policy & send back - restricted permissions
          ● Stage stop -  No quote after selecting excess and limits - at programme level
          ● Stage stop -  individual insurance agreement (in roadmap for development) 
          Insurance client agreement project management - milestones actions ● Milestone advisory - triggers display of advisory
          ● Milestone task - triggers adding of task
          ● Milestone close task - triggers close of user task
          ● Milestone cron job task - triggers adding task (e.g get ready for renewal)
          ● Milestone email - triggers template email on creation of task
          Underwriting rules engine ● reusable rules
          ● premium calculation rules on limits, head count
          ● premium calculation on sub-policy periods
          ● decline, change, cease/lapse and cancel rules
          ● referral loadings/discount rules (% and absolute $)
          ● auto-load on activity or territory or asset type value
          ● auto-claim load
          ● case trade each policy agreement and retain special endorsements for renewal
          ● unlimited number of rules
          Standard data libraries ● Activity codes
          ● Territories
          ● Named party types
          ● Asset Types
          ● Location Types
          ● Employee Roles (for EPL)
          ● Standard reference PRODUCT scaffolding (PI, GL, SL, D&O, Cyber, Trustees etc)
          ● Standard data sets update with API from external curated source
          Security - key stack 
          ● Ubuntu LTS 
          ● MS .net 5 on startup
          ● NGiNX reverse proxy
          ● logging
          ● ORM to DB 
          Roadmap and support ● Helpdesk ticketing to TASKs with Followers
          ● forums
          ● wiki with knowledgebase
          ● Roadmap (on enquiry)
          Partner Model ● No upfront fees - qualification by contribution to projects
          ● Partner types - Integration or StackDevelopers
          ● Shared revenue opportunities with plugin licenced modules