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

 

Using the XL Claims Financial Integration page you are able to generate vouchers for the excess of loss claims and events 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 XL Claims 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;

§  Click  to create draft voucher for the selected record(s); upon click, this button new grid will be displayed :

 

 

Where you can view the voucher initially and edit the notes if so desired; click  to post the voucher to the financial system, and  if you need to review the reinsurance and try to create voucher again.

 

 

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

 

If you want to un-post a voucher, make sure to select a posted voucher and then click  then. Accordingly, the system will reverse its effect on the financial system.