https://completemarkets.com/Article/article-post/1500/COMPUTERIZED-RECORDS-NEW-E-O-CONCERNS/
...ocessed and summarized. Proof of database quality-control procedures may be th...maintain and retrieve the inputted information and methods for verifying the a...
https://completemarkets.com/Article/article-post/2156/E-O-LEGAL-ACTIONS-THE-AGENCY-NEMESIS/
...fine automation. If the customer database includes only accounting information...format was developed by the customer service representatives in accordance wit...
https://completemarkets.com/Article/article-post/187/Suspense-System-Control/
...ecific request, use the client's database or master file to indicate activity ...fessionally - without requiring the services of a certified sleuth.
...
https://completemarkets.com/Article/article-post/1683/TRANSACTIONAL-FILING-2/
...n you are going to load into the database. Then keep it current and consistent... are handled for any type of work or service. Loading data can be done in man...
https://completemarkets.com/Article/article-post/2798/Insurance-Compliance-Management-Software-How-AI-Is-Automating-the-Most-Complex-Regulatory-Workflows/
... remains buried within scattered databases and makes it difficult to channel c...ata silos and establish consistent information flows
Final Words
AI-...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1860/THE-AGENCY-DATABASE/
... thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back The Agency Database 4/30/2013 10:41:58 PM by CompleteMarkets Editor , Tripp Leach This content has not been rated yet. THE AGENCY DATABASE by Tripp Leach Are your computers a fundamental part of your agency or just desk ornaments? Do they provide you ... automation an integral part of your agency's business plan only if you're using it to increase sales, implement marketing programs, improve productivity, and contain or decrease expenses. The key to every full-function agency management system is the database. A database is the sum of the information an agency needs to conduct business with its clients and companies. In the non-automated agency, the database consists of paper files: the manual logs, rolodexes, invoices, accounts receivable, accounts current, and so forth. Each agency's database is unique. It ... be included in the files, and what information you do not have (or do not use) today but will be able to use because of the computer's superior ability to assemble data. To accomplish your objectives in creating the database, you must be able to retrieve the information after it is entered. For this to be possible, everyone should enter data in the same way, in the same place on the screens, every time. Before data entry begins, the design team should make the necessary decisions concerning the standardization ...
https://completemarkets.com/Article/article-post/1860/THE-AGENCY-DATABASE/
The Agency Database
THE AGENCY DATABASE by Tripp Leach Are your computer...d with permission from 'Your Agency Database,' published by ACORD.
https://completemarkets.com/Article/article-post/2008/TRANSACTIONAL-FILING-TAKING-THE-PLUNGE/
...tain a fully integrated customer database and its mirror image in paper. An ag... reap the benefits from using this information. Transactional filing offers on...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1500/COMPUTERIZED-RECORDS-NEW-E-O-CONCERNS/
... ? Primarily, proof of written procedures to verify accuracy of information is required. Also, testimony about the nature and reliability of the computer program used to process data is necessary if the information has been not just stored, but also processed and summarized. Proof of database quality-control procedures may be the most important factor in admitting computer records. Also, the proponent of the record must allow his or her adversary the opportunity to inquire about the accuracy and reliability of the records before the trial. Guidelines For Admissibility Of Computer Records The ... records are perceived by the courts as no less reliable than paper records. In fact, judicial decisions have tended to view machines as more reliable than the human hand. One obvious difference between paper and computer records is that it's easier to alter or delete electronically stored information without leaving physical evidence of tampering. Thus one would think that the courts would be concerned over the possibility of fraudulently manipulating data and would be interested in existing security systems. However, computer security has not been of great concern unless the opponent in the case ... computer by a competent person who had a business duty to input the information accurately. 4. The person inputting the information had personal knowledge of the event recorded or obtained the information from someone who had such knowledge. 5. The system and procedures for recording and retrieving the recorded information was reliable, including; (a ) the input procedures used to record the information and methods for verifying the accuracy of the data as input (for example, checks for transposition errors); and (b ) the procedures used to maintain ...