General System	Currently Available in StingRay	Vendor	Vendor
System may be an insurance company operating system as well as an MGA, RRG or Agency system	▲
Ability to mass change routines/programs to update database	▲
Ability to control/schedule when changes or updates will become effective	▲
System allows the creation of custom screens and custom fields	▲
Ability to manage different correspondence output types (email, print, fax, etc.) and route them (immediately/as per a schedule) to third parties	▲
Consistent descriptions and naming (screens/fields) throughout the application	▲
System-generated papers/letters to customers upon status change in the account	▲
Document imaging capabilities	▲
Transactional history maintained for each policy and for each customer	▲
Real time update-committed data viewable by next person to access data	▲
Ability to gather/create reports based on time periods (date ranges)	▲
Ability to integrate with common third party reporting software	▲
User friendly, menu driven, GUI, mouse driven	▲
Fully integrated, on-line processing	▲
Help screens	▲
Allow for multiple open windows	▲
Provide an online audit trail of all changes to the data, including old value, user id, time and date, including user-definable fields.	▲
Architecture	▲
n-tier architecture	▲
Relational database management system	▲
Web enabled client	▲
Open Database to support 3rd party reporting tools	▲
Ability to import/export to Microsoft Word document	▲
Ability to import/export to Microsoft Excel	▲
Ability to export to Adobe PDF	▲
Ability to import/export to XML	▲
Ability to import/export to Text (positional and delimited)	▲
Runs under CITRIX	▲
Upload/download capability to ODBC/OLE-DB compliance.	▲
Ability to link and utilize a FAX/Sys Fax Server	▲
Reporting	▲
Customizable screen layout for reports and queries.	▲
Schedule reports to run immediately, in the future or on a recurring basis.	▲
Reports capable of generating spool requests that can then be accessed/viewed without rerunning the reports	▲
Provide a ODBC / SQL compliant report generator with access to all system databases (report writer)	▲
Auto scheduling of batch processes	▲
Ability to create ad hoc reports with user defined parameter selections	▲
Ability to copy and modify existing report definitions to create new definitions or templates.	▲
Dynamic & Static pick lists for report parameters	▲
Report statistic logs (i.e. who, when, how often) on transactions, policies, accounts, etc	▲
Ability to email reports	▲
Generate query results and reports to screen, printer, fax , email, HTML	▲
Ability to perform the following actions: subtotal, filter, set variants, set layouts, calculate averages, etc. on reports and queries	▲