Production QueriesProduction Queries\Unearned Financial Integration

 

 

The Unearned Financial Integration page allows the integration between both ESKA® Insures and ESKA® Business Manager systems.

 

Using the Unearned Financial Integration page you are able to generate vouchers for the excess of loss claims and unearned premiums and post these vouchers to the financial system. To generate vouchers and post them to the financial system of ESKA® Business Manager, you need to go through the following:

 

§  Using the Unearned Financial Integration Search block, fill in the search criteria to locate the claims or events by selecting from XL Type list for which you wish to perform financial integration; when you select Event from the list then Events XL Transactions block will be displayed.

§  Select the desired record from XL Claims List / Events XL Transactions block;

§  Clickto create a draft voucher for the selected record(s) ; upon clicking on this button, a new grid will be displayed:

§  Click to view the voucher of the selected production reinsurance record(s) if the selected records were already posted.


 

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