Ultera Dynamic Worksheet Module

The Dynamic Worksheet Module provides a framework for configuring and displaying sophisticated e-forms to the user. Dynamic Worksheets aggregate data from external systems, document meta-data, business rules, and process flow data to display all necessary information in an integrated, easy to use format to the user. Combined with other Ultera modules, rich user interfaces contain all the data and business rules necessary for a case worker to review a case, make complicated decisions, rapidly process specific tasks or review related documents. Allowing users to perform multiple functions from a single screen saves time and money, and maximizes your staff productivity.

Worksheets can be set up according to specific business functions. For example, Ultera's® Underwriting Worksheet is set up for underwriters to manage requirements and make decisions on a policy. Users have complete visibility to ordered and fulfilled requirements (including the ability to quickly review newly received documents) as well as information and tools to quickly make key business decisions, such as applying rates to policies.

Benefits of the Dynamic Worksheet Module include:

• Allows users to work more efficiently, by eliminating the need to enter the same information in more than one place
• A single worksheet can be shared among multiple work items
• Allows users to collect and persist data as work items move through the system
• Provides collaboration among multiple users working the same case file