All the additional modules are accessible directly through Redress Manager® (menu options or buttons), removing the need to re-enter your username / password.

 

Advanced Reports

 

The standard reports do offer MIS reports for cases including quantity of cases and redress offered. The advanced reports go one stage further than this, allowing the other information inside of Redress Manager® to be examined.

 

a)             Case summary information

b)            Individual calculation summary information

c)             Individual lender information for each calculation

d)            Reports can be designed to meet user requirements

e)             Case filters can be applied and totalled / sorted to meet user requirements

f)             Reports can be saved for later use

g)            Print or export to file (can be imported into a spreadsheet or distributed on web)

h)             Outsourcer reports can be created and directly sent to Exasoft for invoices to be processed.

 

Case Transfer

 

Export your cases so that other users of Redress Manager® may import them, removing the need to re-enter the cases. The Financial Ombudsman Service use Redress Manager® and Case Transfer and will accept cases in this format.

 

Export 3 simple steps

 

a)             Select the cases for export (using multiple pieces of criteria)

b)            Save the cases to an encrypted file

c)             Send to company / department requiring cases

 

Import 3 simple steps

 

a)             Select file to import

b)            Select cases to import (all or selection)

c)             Import cases

 

It couldn’t be any easier.

 

Mail Merge

 

Once you have prepared your case, why waste time and increase the chance of an error by re-entering figures into another document. With Mail Merge you can setup your document templates and at the push of a button Redress Manager® will print your document including redress and other information.

 

a)             Set up your own letters

b)            Include a variety of information from Redress Manager®

c)             Remove the need to manually re-enter figures

d)            Ensure a standard approach to letters (utilising pre-defined letters)

e)             Include your own calculations

f)             Set up different documents for different departments and for one or more policy cases

g)            Edit your documents before printing

h)             Includes new form information

 

Streamline your approach with Mail Merge for Redress Manager®. Consultancy is available from Exasoft to assist with the creation of letters.

 

* For more information regarding the above modules within Redress Manager® please see the separate Help File within the Admin - Reports menu option.

* Note that from v4.0.3 onwards new Mail Merge fields have been added to accommodate for lenders who look at upfront interest in PPI cases.

Related Topics

Appendices