Interface System Settings

In this area, you can configure global settings pertaining to the Interface area. Your selection for each setting applies to all users in the system; you cannot configure them on a per-user basis.

You can designate a folder for interface files, set preferences for purging old download files, set system-wide Download options, manage the Communication Log, and enable Safe Mode. The Interface System Settings screen displays differently depending on the way you access Applied Epic (from a web browser or installed locally on your computer).

If an interface job is running while you are making changes to this area, your changes will not take effect until they are saved and the next Download job begins.

  1. From the Home screen, do one of the following:

From any other area of the program, do one of the following:

  1. Click Interface on the navigation panel or Areas > Interface on the menubar.
  2. Click System Settings on the navigation panel.
  3. If you access Applied Epic through a web browser, click Save after making changes in the sections below. If Epic is installed locally on your computer, your changes are saved automatically when you navigate to another area.

Interface General Settings

If Applied Epic is installed locally on your computer, the options in this section display in separate Interface Files Folder, Interface Purge, and Miscellaneous sections. The options are the same except for the Update renewals manager stages setting, which is only available in Applied Epic Browser.

  1. The system requires your organization to designate a folder for third-party Interface software to download associated files. This folder can either reside on a workstation’s local drive or your organization’s network.

    Enter or paste the path to your organization’s Interface Files Folder.

    If Applied Epic is installed locally on your computer, the system validates this path when you tab away from the field or close the screen.
  2. Enter a number of Days to Retain Download Data, (including Communication Log data, items in the Suspense Recycle Bin, and data from Ivans sessions and Batch Update from Files). This setting does not affect items in Suspense, which are retained regardless of their age.

    By default, this data is purged after 30 days, but you can specify a longer retention period (up to 90 days) if you prefer.

    This field displays in the Interface Purge section if Applied Epic is installed locally on your computer.
  3. Configure the following download processing settings for your organization. Enabling these options can reduce the number of items that go to Suspense, automate some of your Suspense processing, and update Renewals Manager stages automatically.

    These options display in the Miscellaneous section if Applied Epic is installed locally on your computer except for the Update renewals manager stages setting, which is only available in Applied Epic Browser.
    1. To enable Policy Download to update a policy’s Issuing Company (ICO) automatically with the ICO code that matches the NAIC code sent by the carrier, select the Update existing policies with download issuing company checkbox.

      If you do not enable this option, policies are sent to Suspense when their ICO does not match the NAIC code sent.
    2. To update downloaded In-Process policies to Submitted and process them automatically instead of processing them manually from Suspense, select the Allow update for In-Process policies checkbox. Even if you select this checkbox, downloaded In-Process policies are still sent to Suspense in the following situations:
    3. To allow the system to accept the D-Rows for out-of-sequence endorsements automatically (without sending them to Suspense), select the Allow automatic update for out of sequence service summary rows checkbox. ADI transactions are created in Suspense for these items if ADI is set up for their company and download type.

      If you do not enable this option, all out-of-sequence endorsements are sent to Suspense, where you must manually assign them and use the Process Downloaded Policy Suspense Item action to accept the D-Rows. ADI transactions are not created.
    4. To allow the system to reprocess Policy, Claims, and eDocs & Messages items in Suspense automatically after a Download updates a policy or claim, select the Enable reprocessing of Suspense checkbox.

This option also reprocesses these Suspense items when you run Update Items in Suspense (Policies, Claims, or eDocs & Messages) or perform a policy update or action. If you prefer to process Suspense items manually, leave this checkbox deselected.

  1. To update the stage in Renewals Manager automatically for renewals, reinstatements, and cancellations received and matched from Policy Download, select the Update renewals manager stages checkbox. The renewal stages that Download updates depend on the events you have set up in Renewal Manager Events Configuration.

    This option is only available in Applied Epic Browser.

Communication Log

The Record company contract not configured and Record producer sub-code not configured checkboxes in this section are only available if you are using Applied Epic Browser and your organization does not have Active Directory Authentication enabled (that is, if you are prompted for a username and password when signing in to Epic). If Epic is installed on your computer, however, you can still configure the layout of the Communication Log.

  1. Select a Layout option to determine how the Communication Log reports are sorted and help your organization’s Interface personnel distinguish the messages that print during each Interface session.

    The layouts are delivered individually based on each report’s delivery options. If you select Custom, you must edit the Communication Log layouts in Report Output Builder.
  2. By default, messages display on the Communication Log to alert you when a contract number or producer subcode is missing or changed. If you have chosen not to configure these codes, however, you can disable these notifications for contract numbers, producer subcodes, or both. To turn them off, deselect the Record company contract not configured and/or Record producer sub-code not configured checkboxes.

Suspense Safe Mode

To ensure that Suspense can load successfully if an unusually large number of items suspends, you can enable Safe Mode. Safe Mode allows you to limit the number of items that display in Suspense so users can process them without encountering performance issues.

Safe Mode is not available for Direct Bill Commission Suspense, as this list is paginated to ensure efficient load times. Individual users can also customize the number of Direct Bill Commission Suspense items that display per page.

  1. If Applied Epic is installed locally on your computer, select the Enable Safe Mode checkbox to turn on Safe Mode for one or more Suspense areas. If you access Epic through a web browser, this step is not necessary.
  2. Select the checkbox for each Suspense area in which you want to limit the number of items displayed.
  3. Enter the maximum number of items that can load at once in the Max items to display field for each selected area.
  4. Select Ascending or Descending for each selected area to determine whether items in those areas are sorted from oldest to newest or vice versa (based on their Received Date).

    Safe Mode counts each line in a package policy download toward the Max items to display. Even if the number of lines in a package exceeds the limit, all lines will display in Suspense. For this reason, the number of items displayed may vary, depending on your sort order selection.