In Cora Underwriting Manager you can create a submission through an email sent to a specific email ID. To enable this, you need to add at least one email address to the Cora Underwriting Manager, which will be listened to while creating and processing a submission.
To configure mail boxes in Cora Underwriting Manager:
- Create an email listener, by duplicating the UWM Email Listener Template workflow.
- Add record to UWM Originating Emails lookup.
Configure an email listener workflow
Duplicate the UWM Email Listener Template workflow, and save it with a new name.
NOTE
Don't use or edit the original email listener.
Follow the steps below to configure your own email listener workflow in the Administration site:
- Go to Administration>All Workflows>UWM Email Listener.
- Right-click and select Manage Versions (Active).
- On pop-up window, click Create a copy of this workflow.
- Give it a name, and click Create.
- Click Open Workflow.
- Select the UWM Email Listener activity, and in the right menu click on the ellipsis (...) near the Job Name attribute.
- On the Job tab,
- Type a job name.
- Select the Job is enabled checkbox.
- Click Next.
- Fill in the details in the Command tab.
NOTE
- Select Include message attachments and linked resources checkbox.
- In case you want to attach the original email to the Submission as a message in *.msg format, select the Save message content as attachment checkbox.
- Click Next.
- On the Advance options tab, add the following details:
- Repeats by: select Minutes.
- Every: add 1.
- Click Finish.
See Email Listener Activity Overview article for details.
Add mailboxes to Cora Underwriting Manager
As a part of process of adding mailboxes to the Cora Underwriting Manager, you need to add values to the UWM Originating Emails lookup table.
- Go to Administration>Lookup Tables>UWM Workbench>UWM Originating Emails.
- Click Add New Record, to create new record with the following properties:
| Field | Description |
|---|---|
ID | A unique ID for the address. |
EmailAddress | The listener email address. |
LOB | The dedicated Lob for this email address. |
TIP
- To filter the emails received in the Listener mailbox, and find the most appropriate LoB for each of them, the end users can be given the same mailbox address with "+ customername".
For example, if the listener email address is emailListener@UWM.com and the customer is HealthCare, then the mailbox address can be emailListener+HealthCare@UWM.com.
OR
- If you use multiple emails and auto-forward them to the listener, then in the UWM Originating Emails lookup table write the email address which auto-forward the emails.
- It is recommended to forward a set of maximum 10 inboxes to one mailbox.