Utility List

Note: The utilities in the list below can only be accessed outside of TAM (go to Start > Programs > Applied Systems > Utility Manager). All other utilities listed can be accessed in Utility Manager in TAM (from Home Base, click Utilities).

Accounting

• Account Maintenance: Allows the agency to enter or revise the chart of accounts, enter previous years' figures, enter/revise budget figures, revise account types, enter/revise account groups, enter/revise required accounts, enter/revise payroll report accounts, and print specific financial reports.
• Chart of Accounts Utilities
• • Check File Synchronization: Verifies that a corresponding General Ledger account exists for each company and producer.
  • Replicate Chart of Accounts: Creates a copy of the Chart of Accounts for the next fiscal year for all agencies on the system.
  • Synchronize Chart of Accounts: Synchronizes descriptions, types, and group information from the current Chart of Accounts to all prior years' Chart of Accounts.
• GL
• • Define Cost Allocation: Defines a set of entries that automatically allocate cash disbursements by branch, department, and account.
  • Define Schedule Fields: Enters General Ledger schedule fields.
  • Rebuild GL Balances: Recalculates General Ledger opening and ending balances from a selected beginning month to the current accounting month.
  • Rebuild GL Balances for a Month: Recalculates the net change activity for a selected accounting month.
  • Regenerate Journal Entries: Recreates Month-End journal entries for a posted accounting month.
  • Rename GL Account Numbers: Renames General Ledger accounts and updates all affected databases.
  • Unpost Journal Entries: Unposts miscellaneous and cash journal entries, and adjusts the Chart of Accounts balances for the last month posted.
  • Update Journal Entry Number Sequence: Updates the last journal entry number.
  • ZAP: Allows the agency to delete all transaction history for their choice of all or selected agencies/customers.
• Receivables
• • Change Item Number: Advances the item number for invoicing.
  • Close Item-Calculate Open Item: Updates transaction items as closed.
  • Define Invoice Messages: Enters user-defined invoice messages.
  • Rebuild Transact Status: Rebuilds the status fields in the transaction databases.
  • User-Defined Transactions: Adds/revises/deletes user-defined transactions.
  • Validate and Repair Client Balances: Validates and repairs client balances.
• Setup
• • Add, Revise, View Agency Structure: Adds/revises/displays the agency structure, verifies that the agency structure is correct, and verifies that cash journal records are set up correctly.
  • Client Opening Balances: Allows users to enter previous balances for new clients or modify the balances of new clients prior to any transactions.
  • GL Setup Report: Displays the current General Ledger settings.
  • Import Direct Bill Transactions: Imports a file of direct bill transactions into TAM.
  • Reset All Annual Vendor Totals: Resets annual vendor totals for all vendors.
  • Vendor Historical Total: Total amount paid to the vendor since the vendor creation in TAM. Totals are based on the disbursements in the system.

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Company Interface

• Batch Interface
• • Batch Transmission: Allows a broker to electronically receive forms from a company.
  • View Queued Batch Forms: View a list of forms queued for transmission or printing.
  • Print Forms Received: Allows you to print messages, memos, Dec pages, etc. that have been sent to the broker from a company using CSIO Automation Level 1 (AL1 - print image). After a batch transmissions session, these messages are listed as 'Forms Received from [Company] on the Communication Log.
  • Policies in Suspense: After a transmission, an attempt is made to match and update the policy(ies) received to an existing policy in the broker's system. If no match is found, the policy is placed in the Suspense file. Use this utility to assign those policies to the correct customer.
  • eDocs & Messages in Suspense: Allows access to eDocs & Messages in Suspense.
• Download Options
• • Download Setup: The Download Setup (DSP) utility is used to create a listing of customer IDs and policy numbers for the broker's companies.
  • Initial Load: Allows the broker to load policies into the Applied TAM databases using information generated by the company and sent to the broker in a .zip file. An Applied Customer support technician assists you with running this utility.
  • Batch Update from Files: This utility reprocesses receive files that have been previously downloaded.
  • Install Screens and Edits: Install company unique screens and edits provided by insurance carriers.
  • Install Company Forms: Install company forms.
• Agency File Interface Setup: Mailboxes (Email Address and Password) from CSIOnet need to be entered and activated so that the broker can securely connect to their mailbox. Additionally, you can set preferences for Interface Purging, the Communication log, and other options that apply to your entire organization here.
• Company File Interface Setup: Enter information here for each company so that information can be received via Batch Download. This includes origination address, acceptance preferences, and policy types and codes to be matched with the customers and policies set up in Applied TAM.
• Renumber Policy Numbers: Used to change the broker's current policy number format to the correct company standard format. It is used prior to an Initial Load or Daily Download Setup to ensure that the broker's system policy numbers are the same as the downloading company's.
• Automated Download Invoicing: Invoice various transactions based on information received from insurance companies.
• Miscellaneous Download Utilities: This utility contains the following options: Recall Messages Received, Reprint Communication Log, Communication Log Setup, and Screens and Edits Install Options.

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Forms

• Install
• • Company Forms Screen Description: Creates descriptions for each screen on the company form.
  • Prefills: Allows agencies to install prefills, which are standard ACORD forms or custom dec-pages set up to default to common values for various fields on the forms.
• Setup
• • Binder: Sets name defaults and prints or suppresses a condition page when printing a binder.
  • Certificate
  • • Certificate Defaults: Sets defaults for insured name, issue date, cancellation clauses, and holders.
    • Import/Export Holder Setup: Sets data definitions for the Import/Export Holder utility.
  • Change Request: Used to set up change request global defaults for delete dates and description options.
  • Import/Export Commercial Risks Setup: Used to setup data definitions that are used to import or export commercial risks to/from the system.
  • Integration: The Forms Integration Utility defines integration between applications, company forms, custom dec-pages, and other forms.
  • Signature: Sets up signatures to automatically print on binders, certificates, and evidences of property.
  • Suppress Loss Notice Conditions Page: Prints or suppresses a conditions page for any loss notice.
  • Supplemental Forms Suppression: Utility for writing flags for supplemental form printing and suppression.
• Clean Up Forms: Deletes applications and other form records that do not have corresponding policy records.
• Forms Transfer: Currently not supported
• Move Policies: Moves an application from one policy position to another policy position on the Customer or Prospect.
• Print and View Queued Forms: Allows the agency to view and print forms queued for printing.
• Print Stand-Alone Forms: Prints stand-alone CSIO forms.
• Rebuild Sections Fields: Searches the form databases and reconnects applications and custom dec-pages associated with their policies.
• Renumber Forms: Verifies and renumbers forms, except applications.
• Universal Holder Delete Utility: Deletes all certificate holders or a range of certificate holders.
• Verify Schedule Numbering: Verifies and renumbers application schedules.

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General

• Area Code Conversion Update: Allows the agency to change or fill in area code fields.
• Change Agency Code: Allows the agency to revise Customer agency codes by customer, producer, or company.
• Clean Up Claim Data: Determines if matching claim payments, claim notes, and claimants exist.
• Compute Numbers: Ensures that the counters displayed on detail screens are correct.
• CSR Workload Reassignment: Allows the agency to select individual units of work from one CSR and assign them to another CSR. This affects only open/active data.
• Get Customer Information: Copies an individual client's data to a subdirectory for troubleshooting.
• Rebuild FLDS Values: Verifies that all marketing plans, codes, CSRs, occupations, and policies at the Customer and Prospect level have corresponding records in the database.
• Rename Codes: Allows the agency to rename codes for all entities.
• Synchronize Master Company: Synchronizes the codes from the company file to selected databases.
• Synchronize TFILE Notes: Re-establishes links between activity records and their respective notes.
• Unflag Transactions for Printing: Verifies that all transactions flagged as "Printed" have invoice numbers.
• Activity Defaults
• • Check Activity File Synchronization: Checks all open entries in the activity file to make sure that the marketing plans, activity categories, action codes, CSRs, and follow-up persons indicated on those entries are properly defined.
  • Define Action Types: Allows the agency to define action codes for activities.
  • Define Activity Categories: Allows the agency to define activity categories.
  • Define Activity Group Codes: Allows the agency to define group codes for activities.
  • Define Marketing Plans: Allows the agency to create and revise marketing plans.
  • Print Activity File Defaults Report: Prints or previews the activity file defaults in the system.
• Archive
• • Activity History: Removes activities from the database and creates a compressed, view-only file. Running Synchronize TFILE Notes before running the Activity Archive is recommended.
  • Claim History: Removes claims from the database and creates a compressed, view-only file. Running Cleanup Claim Data before running Claim Archive is recommended.
  • Direct Bill History: Removes Direct Bill transactions from the database and creates a compressed, view-only file. Validating client balances and receivables before running Direct Bill Archive is recommended.
  • Memo History: Removes memos from the database and creates a compressed, view-only file.
  • Purge Archives: Physically removes archived activities, memos, or claims from the archive file.
  • Transaction History: Removes transactions from the database and creates a compressed, view-only file. Validating client balances and receivables before running Transaction Archive is recommended.
  • View and Print: Displays and prints archives for all client types
  • Verify Integrity of Archives: Checks the integrity of a compressed, view-only file and fixes any errors found.
• Document Maintenance
• • Dequeue Documents: Prints documents queued to print.
  • Document Setup: Creates formletter and proposal documents (templates) for clients.
  • Dunning Letter Setup: Defines age categories for each dunning letter and the amount a customer must be past due before a letter is sent.
• Field Defaults: Allows the agency to define default codes for the options below.
• • Define Absence Reasons
  • Define Attachment Categories
  • Define Attachment Descriptions
  • Define Attachment Subcategories
  • Define Benefit Options
  • Define Claim Coverage Codes
  • Define Contact Classes
  • Define Contact Relations
  • Define Customer Codes
  • Define Customer Service Reps
  • Define Employee Classifications
  • Define Employee Title
  • Define Occupations
  • Define Policy Pay Plans
  • Define Policy Status Codes
  • Define Policy Type Classifications
  • Define Producer Territories
  • Define Prospect Current Companies
  • Define Prospecting Codes
  • Define Rejection Reasons
  • Define Social Media Platforms
  • Define Provinces
  • Define User Field 1
  • Define User Field 2
  • Define User Field 3
  • Define WHO to Follow-Up Codes
  • Define Zip Codes
  • Print Field Defaults Report
• Move Attachments: Moves attachments between entities, policies, and claims.
• Policy Maintenance
• • Install Policy Types: Installs policy types and prints the policy types report.
  • : Updates records in the appropriate databases with the correct line of business indicators.
  • : Recalculates commission amounts for Producers, Brokers, and Companies on all policy records.
  • : Verifies the POL_INFO field in the database against the POL_IDX field for each client to make sure that the next available risk number is correct.
  • : Synchronizes customer codes and/or CSR codes from policies (billing details) and transactions with those displayed on the customer detail screen.
  • : Updates the policy type classification on all existing policy and transaction records.
• Prospect Maintenance
• • : Scans for all duplicate prospects in the database by phone number.
  • : Imports or exports prospects to or from TAM.
  • : Deletes prospects based on selection criteria to increase available drive space.
• : Allows the agency to remove old data from the TAM databases permanently for the areas below.
• • Changes
  • Claim History
  • Client Activity Items
  • Direct Bill Transactions
  • GL History
  • GLWORK
  • Memo History
  • Policy History
  • Transaction History

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System Administrative

• Imaging
• • Image Router: Use the Image Router to acquire (scan) and attach images from approved, TWAIN-compliant devices. Also available on the Attachment list by clicking Add and selecting Acquire and Attach Image.
  • Barcode Generator: Generates and prints barcodes.
  • Image Scan/Attach Batch: Use the Image Scan/Attach Batch option to attach barcodes to images for scanning into TAM.
• Reports
• • Reindex Report Files: Reindexes TAM report files.
  • Reset Criteria: Resets report and search criteria.
  • Unlock Report Files: Unlocks TAM report files.
• DBMAINT: Runs Database Maintenance and allows the agency to scan, pack, and reindex TAM files.
• File Check: Allows the agency to perform the Main System File Check to delete obsolete files, and also allows the agency to run the Remote File Sync. The Remote File Sync is used to compare and synchronize the files from remote locations to files at the main location.
• Night Utility Job Setup: Allows your organization to define your daily Night Utility jobs, and to access to the Job Output Viewer that contains the file output processed by Night Utility Job System.
• Security Manager: Adds/deletes users and groups and grants program access rights.
• Station Unlock: Maintenance utility used to clear locks left on the TAM system.
• TAMSTART: Run this utility daily to protect the database integrity.
  
  Note: TAMSTART writes a STARTUP.ERR file in the TAM_EXE directory when it fails; the presence of this file prevents users from signing into TAM.
• Remote Site Install: Allows the agency to install TAM on a remote server.
• Workflow Editor: Allows the agency to create customized workflows through myTAM.
• myTAM Button Editor: Allows the agency to assign workflows to specific buttons in myTAM.
• Group Assignments: Allows the agency to create and copy myTAM button and menu properties for myTAM users, both individually and in groups.
• Log Viewer: Allows the agency to view TAM log files through one centralized interface.
• Define TAM Links: Use this utility to define third-party products and websites accessible from the Links button in Clients & Files (or from Dashboard).
• Attachment Compression: Decompresses attachments previously compressed through Efiling, so that the agency can access those attachments outside TAM.
• Time Tampering Detection: Allows an agency to detect potential tampering of local workstation date and time settings to make it appear that TAM activities were entered on a different date or time.
• Unique ID Generator: Generates Unique IDs for all records in TAM, to be used with Applied Analytics. This utility needs to be run only once and it populates all records with a unique ID.

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