Cora Underwriting Manager Deployment

To deploy the Cora Underwriting Manager, download the release package here, and then install the package.

Prerequisite

Make sure you have Cora SeQuence V10.1 installed.

Install Procedure

Manual Preparations   

1. Log in to Cora SeQuence Administration as an Admin user.
2. Click Manage Organization>Edit Organization.
3. Right-click Entire Organization, and create Help Desk group.
   1. Add LoB group, Underwriters.
      
4. Copy and unzip Underwriting Manager V2.1.zip into the folder C:\TEMP on the Administration servers.
5. Go to Cora SeQuence Administration, right-click Solutions, and then select Import solution.
   1. Import UWM-1.0.zip from the Solution folder with all the default settings. In the Plan Allocation Resource stage, leave Target blank.
6. Click Employees.
   1. Click Add Employee, and add the user that runs the JES services.
       Usually, the domain is NT Authority, and the username is System.
   2. Populate the tables:
      • Originating Emails
      • Addresses
      • Contact Details
      • Producers
      • Brokers
      • Underwriters
      • Underwriter per Broker

Configure Custom Resources

Log onto a server where the Administration site is installed. Edit the PS file in the first lines based on your installation configuration, and run the script 0_Custom_Resources.ps1 in PowerShell ISE with Run As Administrator.

Import UWM Processes

• In the same ISE instance you ran “0_Custom_Resources.ps1”, edit the target database name at the beginning of the file and run 1_MultiWorkflowsDeploymentApp.ps1
• Restart all the Cora SeQuence services:  
  • ADSS
  • BRS
  • JES

Manually modify the Message Bus Queues and Activities

• Copy the UWM Handover To Asynchronous Execution and UWM Handover Listener, and modify the Message Bus endpoints in the consumer and listener to your own.
• After message bus modification, update the lookup table UWM Workbench>UWM Customized WFs References>UWM Handover to Asynchronous Execution to point to your newly copied and modified workflow.

Modifications on Cora SeQuence Administration site

1. Go to Cora SeQuence Administration>Global Settings>Applications Variables, edit the Applications Variables to match your environment:
   1. HelpdeskGroupID: Change to the ID in your environment 
   2. Sharepoint.URL: Change to your SP URL
   3. EAASSubscriptionKey: Your key to EaaS service

Manually copy and modify the Email Listener workflow

See this article.

Manually verify copy of the ACORD Helper.dll

Check the relevant locations to verify that the ACORDHelper.dll file exists. If the file doesn't exist then copy it from the ~\Underwriting Manager\App_Gac\App_Gac folder.

In the Jobs Management table, manually add the Email sender and manually start the Email listener.

Analytics Installation

Download the Analytics package here, and then install.

Prerequisites

• Create a reporting DB (on the same SQL Server).
• Download and unzip UWM Analytics V2_1.zip.
• Add connection string to the Cora SeQuence Administration.
  1. Go to Administration>Global Settings>Connection String. 
  2. Click Add New Record, and then add the details:
     1. Name: UWM Reporting DB
     2. Provider:
        Microsoft.Data.SqlClient
     3. Create the connection string in this structure and then test the connection for success:
        Add SSPI:
        Data Source=<SQL Server>;Initial Catalog=<DB Name>; Integrated Security=SSPI
        Username & Password:
        Data Source=<SQL Server>;Initial Catalog=<DB Name>;User ID=<DB userName>;Password=<DB password>;
        Make sure to use the new Reporting DB name.

Set up the Reporting DB

On the reporting DB:

1. Run the UWM Reporting DB.sql.
   Verify that the script is run successfully with no errors or warnings, and the DB objects like Tables, SPs and Views have been created.
2. Run the following one-time Full Load command:
   EXEC [dbo].[USP_ReportingDB_ETL] @DB_Name = '[SequenceDBName]', @FullLoad = 1 (change the SequenceDBName)
3. Create new job. 
   1. Job name: Underwriting Manager Reporting DB <Environment Name> - Run ETL
      For example, Underwriting Manager Reporting DB STGR2 - Run ETL
   2. Job owner: Admin user
   3. Job category: can be Data Collector
   4. Command: EXEC [dbo].[USP_ReportingDB_ETL] @DB_Name = '[SequenceDBName]', @FullLoad = 0
   5. Interval: every 5min
4. Monitor the job and make sure it is running with no errors, and tables are loaded correctly.

Deploy the Dashboards

1. In Cora SeQuence Administration, go to Administration>Analytics>Dashboard Suite.
2. Click Import Dashboard Suite.
   1. Import all the packages from the Dashboards folder. (Clear system tables > tblCredentials). 
3. Grant relevant permissions.

Deploy Microsoft Power BI objects

If you have a Microsoft Power BI of your own then import the Underwriting Manager.pbix file from the Power BI folder to your Power BI.