Versions Compared

Version Old Version 9 New Version 10
Changes made by

Gints Vaskums

Gints Vaskums

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Expand
titleVersion History

Date

Change

January 2025

Initial Version

Change History

Overview

Account Monitor is a commonly used tool that allows users to search for accounts and display detailed account information. Accounts track assets, and when the balances are summed, they inform users of the total assets under management for the requested monitoring scope. End users are producers who wish to view the accounts they manage, as well as Back Office users in compliance and administration who need to see the accounts managed by the financial organization. Account information, including the account owners, representatives covering the account, positions within the account, and other descriptive details, can be maintained in the account detail window.

Each account has a set of properties that are defined when creating a new account and stored in the database. You can view this type of information by opening the Account Monitor. This monitor has three tabs. Reviewing the sections below, you can learn more about using each of those tabs. To access the Account Monitor, click Reporting (1) > Account Monitor (2).

Account Monitor has three tabs described below.

Rw ui tabs macro
Rw tab
titleAccount Search

The Account Search tab allows you to search client accounts. The Account Search screen is divided into two parts.

  • Filter Parameters (1)

  • Results (2)

Image Modified

Filter Parameters

The Filter Parameters section has predefined parameters on the left side and 10 action buttons on the right side.

Name

Description

FILTER

Displays the results based on your filter parameters.

Note: TheFilter button is the same as the OK button.

CLEAR

Clears everything that you have selected in the filter.

SHOW FILTERS

It shows all of the preset filters that you've created.

UPDATE FILTER

Updates the filter you just modified.

SAVE FILTER

Saves the filter you just created.

MAIL MERGE

Welcome letters or notifications about changes, like address updates, are created.

ADD NOTES

Adds notes to the account.

ANALYZE

Analyzes the account.

DETAIL

Opens the window with details of the account.

Note: Double-click does the same.

DELETE

Deletes the selected account.

Note

Warning: The account can be deleted from the system only if there are not records that are tied to this account. Those records must be deleted first.

Note: If there is a continuous import coming from the other sources, then even if the account is deleted, this data continues to enter the system.

Results

The Results section shows the filtered results formatted as the table.

  1. Specify the number of records to display on every page and click Enter.

  2. Click the Next and Previous arrows to navigate between the results pages.

  3. Click the TOTAL COUNT to get the total number of the records.

  4. Click COLUMN SELECTOR to select or deselect columns to be displayed. (The selection is user ID based. Each user has to select or deselect the columns to be displayed.)

  5. Double-click on the record to display the account details of the selected record.

Rw tab
titleSetup

The Setup tab allows you to set various account parameters. Each subtab on this screen relates to a specific parameter type and has an ADD and a SAVE button. Clicking ADD opens an empty form, which allows you to add a new parameter in that tab. Enter the name, description, and code for the new one. Clicking SAVE saves the new parameter and adds it to the list.

Info

Information: Code values can be entered in two ways. If the data import contains the code, it can be used here, but if not, you can assign it yourself. Each code can be used multiple times, but not in the same category.

The following subtabs also have DELETE and CANCEL buttons. Selecting a record from the list and clicking DELETE allows you to delete it. Double-clicking on the record from the list opens it and allows editing. Clicking CANCEL resets any recent editing of the opened record.

  • Account Subtype

  • Account Properties

  • Account Agency Type

  • Attributes

Account Data Type

Certain data could apply to the particular account. A list represents all possible data types with the parameters associated with the different accounts.

Image Modified

Account Value Type

The account value type list represents all the possible values that can be used on an account.

Image Modified

Account Event Type

The account event type list represents all the possible event types that can be used on an account.

Image Modified

Payment Frequency

The payment frequency list shows possible payment intervals.

Image Modified

Guarantee Rate Type

Guarantee rate types are used for insurance needs. For example, if you buy life insurance, you can pay monthly, quarterly, or annually.

Image Modified

Employee Role

The employee role list shows the Rep's roles within the account.

Image Modified

Account Subtype

The Account Subtype list displays the account's subdivisions (brokerage, annuity, insurance, trust account).

Image Modified

Account Properties

The Account Properties are the status flags that can be flipped on an account (yes/no parameter). The client can set these up and create as many as they want.

Tip

Example: If the client want to know which accounts are manage money accounts, we can set the flag for the manage money accounts to “Yes”, and then the client can filter by manage money accounts to see just these accounts.

Image Modified

Status

The relevant account statuses for the Reps are the Account properties and Attributes.

Image Modified

Account Agency Type

The order key is used to prioritize the types with the highest priorities (or most commonly used) first in the list to avoid searching through a long list of types.

The reference code is necessary to identify the file which is coming in. It has a reference code. Based on this reference code, the system displays the value in jCore.

Image Modified

Attributes

You can specify the data type (boolean, integer, text, date, etc.) of the attribute from the Display Component dropdown.

Note

Warning: Be careful with selecting the correct data type. The wrong type can lead to unpredictable results.

Image Modified

Rw tab
titleMerger Tool

Audience: Managers, Producers, End users, Back Office

Info

Functionality: Account Monitor displays detailed information about accounts (owners, assets, balances).

Filter by label (Content by label)
max5
titleRelated Pages
cqllabel = "placeholder" and type = "page"