System Parameters Pg.3

In this topic, we continue to show the various features of System Parameters, located on the Setup Menu.

The settings on the System Parameters Pg.3 tab are used to change how AIM formats dates and names as well as the range of time in which coverage may be bound or backdated.

Other tabs on the Pg.3 tab are used to control:

  • Locations of file directories and INI files
  • Contents of the global pick list
  • Advanced search default settings
  • Designation of software integration frameworks

We will take you through each tab and discuss all of the controls and options so that you can properly control your AIM environment.

  1. In the Date Format list, located in the Date Logic pane, select the date format that you want to use. Choose from the following:
    1. mm/dd/yy
    2. mm/dd/yyyy
  2. In the Multi-Team box, click the ellipsis button to display the Multi-Team Selector window. Check each team/division/organization if the user is required to belong to multiple teams to work on files or manage suspenses assigned to more than just their default team. The multi-team access given to the user will determine what access they have when running log or production reports.

  1. In the Name Type box, located in the Name Formatting pane, select the default method by which AIM will categorize an insured in the AIM Insured dialog box. Choose from the following:
    1. Business
    2. DBA (doing business as)
    3. Family
    4. Personal
  2. Select Show Alternate/DBA Name on Insured to add a second line for the named insured on the AIM Add/Edit Insured dialog box.

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