This course has been designed and developed for SilverBridge partners and clients who will be responsible for implementations and support.

It will give the configurator insight on how to do processing related configuration which is needed in order for the correct financial, expense and fee impacts to apply on the contract on different movements. Claim and commission configuration will be introduced to ensure the configurator is able to set the relevant processing capabilities for each of these modules.

Note:

  • Completion of the Fundamentals of Rules Guru – Level One Training is a pre-requisite for commencement of this course.

Course Instructions
Course Outcomes
Course Outline

Configuration Guide

This reference guide is useful for any new client implementations where product configuration needs to be completed.

Exergy2Go Product Specifications

The standard Exergy2Go product specifications may be referenced as needed for your guidance through this course or for new implementation assistance.

Exergy2Go Process Rules Specifications

The standard Exergy2Go process rules specifications may be referenced as needed for your guidance through this course or for new implementation assistance.

Exergy2Go Claims Rules Specifications

The standard Exergy2Go claims rules specifications may be referenced as needed for your guidance through this course or for new implementation assistance.

Exergy2Go Commission Specifications

The standard Exergy2Go commission specifications may be referenced as needed for your guidance through this course or for new implementation assistance.