New View Layout Builder

New View Layout Builder

Our new View Layout Builder, which was introduced in Polonious version 20.1 got additional capabilities with the recent 20.2 release, which we are introducing in this blog post.

The embedded video showcases how to configure a couple of widgets in the new view layout builder. This is an introduction to the ‘What You See Is What You Get’ configuration functionality being rolled out wherever possible across the system.

We have a number of very cool widgets available which we explain in a full instructional video we have available on request. However, for now we want to demonstrate the process of configuration with two basic widgets.

An important note on the new case view builder is that you can create a different view per case type. So you can e.g. show more photos on a surveillance case, fewer photos but more data on a factual or forensic case, and so on.

We believe your team can take on the task of building their own case views into a powerful, at-a-glance summary of the information most relevant to any particular case type.

So how does this help your team?

  • Easier configuration of case views – drag and drop widgets.
  • More flexible case views – move any info, anwhere.
  • More specific case views – more relevant info on cases.

 

Drag and drop view builder

Drag and drop configuration.

New View Intro Case View Page

In addition to being easier to build, the new Polonious view is much more flexible, and much cleaner.

So, what did we just see?

In an 8 minute video we added the main case data. In real life, you’ll do more building but less talking, so it’s very quick to build a whole view.

Different widgets have slightly different configuration, but it all follows roughly the same process. The more detailed widgets add more complexity, but it is still very easy.

We believe you can do this task now with no IT involvement required. This is a big saving in doing time, turnaround time and internal costs.

So what did we just see in terms of Polonious case view configuration?

You can easily select the case data you need to display for any particular case type.

It’s easy to lay it out in a neat, informative way that looks good in the new Polonious view.

You got a glimpse of the array of widgets available – please get in touch if you’d like to know more.

What else can we do with this new capability? What are the other possibilities?

With this new approach, and with the underlying functionality built out, it’s easier to add new widgets to further improve what you can do with the new case view.

We’ve also made it easier to upload new CSS to change the underlying look and feel in terms of background colours, logos, etc.

We hope you enjoy our new 20.2 release. We really look forward to seeing what your team are able to put together with this new capability.

If you have any questions or improvement suggestions, we are very keen to hear from you. Thank you.

Transcript

Hello it’s Nicholas from Polonious here with a quick introductory video to our new case layout feature. So this feature allows you to move everything around the page and lay it out whatever way you want, and it’s a new ‘what you see is what you get’ drag and drop tool that will allows you to completely change the layout of the case. We do have an instructional video on that coming but it is a 30-45 minute long video so not really good for an introduction. It has all of the details on how to set it up so if you’d like that, please get in touch with us, but for now we’re just going to give you a quick introduction.

So here, as you can see, is the old case view if you’re familiar with it, so on this there’s a lot of things that are fixed, it’s not movable and so what we’re going to do is just take some of this information here so you know what we should be seeing and then go just configure a couple of what we call widgets on the new case view. We won’t put all of this information on here just enough to show you how it works and then if you would like to get a breakdown of more of the widgets or things like that, or how you can replicate this case view then please get in touch with us for the instructional video.

So the first thing I’m going to do is enable a case view here so we’re going to make it the layout view, which is the new view, and we don’t have anything in here yet. I’ve selected this one so if we refresh this case it should go to the new view now, but there’s nothing on here because we haven’t set anything up, but you can see what was supposed to be on there before. So just to give you an example of this we’re just going to drag across say two field lists that kind of replicate that data that was at the stop at the top of the case and then just a table with a little bit of data in that.

So what we’ll do here is on this field list we’re going to grab some basic case data like the case number, a couple of organization levels, maybe a description, notes and a status and that should do us in this one for now. We’re going to select that we want the labels on the left, so this is just the names of each field that will be next to the values that tell you what it is. We’ll grab the details now, they can be left as they are and they will display like this or you can change them – so most of this is okay except this one doesn’t look particularly user friendly so we will just call that case status – and here you can change the number of rows, font size, formatting to make the labels look different, this is just the labels for now, and then we can also name the whole field. So this is to make sense of it in this view you can just name it as that and leave it with no heading or you can give it a heading and actually make it surface on the case view as well. Then you can justify that heading similar to what you can do with the details here, and then lastly we’re going to give it a size.

So everything in the new view the sizes are in fractions and that’s because the new view is responsive as well, so we don’t want to say it’s x number of pixels because then if you move between a big screen and a small screen and a mobile device it’s going to end up looking really strange with a lot of blank space or spilling over and having to scroll. So here you just set it out in rows that represent you know a kind of a full screen width or a couple of screens in length and then you set out a fraction so they space themselves according to the size of the screen, and if you’re on something really small like a mobile they’ll line up and down so that you can scroll through and it works better on a mobile. So for here we’re only doing two widgets on this line so we’ll make it a half. We’ll grab this one and just call it dates and financials and we’ll just grab a couple of dates here, allocated and completed is good enough for an example, labels on the left again, details we’ll leave as they are, and  we’ll call this dates and financials and give it a heading, make it half again. So that’s your basic field list widget that lets you pick data and just basically display the data as is with the label on the left and the value on the right.

Underneath that we’re going to show you a table which is useful for surfacing things like people, entities, and assets. We’ve got specific widgets for those as well where they will display a card with more detail on it, but this is a useful view for summarizing people attached to a case and things like that. So it depends on how you want to view that information as to whether you use this or the specific widget. So we’re going to drag a couple of details across here, this is a new thing where you can combine the last and first name – they’re separate fields in the database but we can join them and we’ll just call it last name-first name – and that’s just handy for display here. We’ll call this people and give it a heading and then the size, we’ve got one on that row so we’ll just make it a full width. 

So then we have a number of other widgets under here which I won’t go into now, but I do explain more in the full video that we’ve got, and so we’ve got a number of graphs that you can show on the case, you know useful things like radar charts good for QA, time series is good for budgets and things like that we’ve got a media viewer so for example if you’ve got a surveillance case you may want to surface photos or an accident case you may want to surface accident photos, cctv, things like that so you can surface that on the front of the case now rather than needing to go into doc preview, but for now that’s enough for our little intro.

So we will click away here and go back to this view and just refresh and you can see this data’s come up now, we’ve got half width for these here and we’ve got a table there and then we can go you can see that it’s pretty much what you see is what you get so we’ve laid it out like this and we’ve got a full width to half widths we can also move things around and so you can see that it’s a very easy drag and drop repositioning through some of those details that I showed you before. You can also change things like font size font color, things like that.

It’s very easy to reposition everything around here and it allows you to put anything where you want it, so it is a lot more powerful than the old case view and it’s a lot more configurable. The other important feature of this is that you can set a different one per case type so for example if you’re a private investigation firm and you have some factual cases and some surveillance cases you may want to put those photographs on a surveillance case but they might not be as important on a factual. So you don’t have to surface those on a factual, you can have more of those data fields where you fill out information that you found. So as I said, we have a longer video available if you want to know how to do this, for now it’s just telling you that it exists and that it’s pretty cool so I hope you like it and please get in touch – thanks.

Successful Polonious and Instinct Integration at Suncorp Bank

GBG Integration Partner

Suncorp have been a Polonious customer since mid-2019, where one of our use cases is supporting the investigation of external fraud. In late 2019 they approached us to expand to their Applications team. The use case was straightforward – the applications team conducts preliminary checks of potentially fraudulent applications – and similar to the existing workflows. However, the new use case required integration with GBG’s ‘Instinct’ platform.

Both Polonious and GBG have significantly improved their integration capabilities recently by adding APIs for case creation and case updating, including adding actions within Polonious. While Suncorp prepared the security infrastructure, Polonious and GBG did some preliminary work feeling out the connection requirements in several test environments. Once the infrastructure was ready, we had an approach worked out and were able to implement using our standard API.

This is not to say the project wasn’t without its challenges – they all have their quirks. The infrastructure security design changed a few times as it contacted reality, and needed to change again quite late in the project as a conflict was discovered with an IP range we had already been using in the production system without issue. After a bit of scrambling, we managed to make it work without fundamental changes to the already implemented infrastructure.

Despite the challenges, we delivered on time and on budget. We’ve made a few tweaks and improvements since going live, to handle unexpected data and different user styles. In the five (5) months since going live, the team continue to manage cases in Polonious.

The key benefits for the team have been:

  • Single view of all anti-fraud activities in their area
  • Ability to link cases to each other
  • Ability to link multiple cases to a single party
  • Accurate reporting
  • Ability to drag and drop documentation into the case file
  • Ability to have a clear timeline of events
  • Polonious allows for a summary report of any case to be extracted at any time, making it easy for Detection to provide to stakeholders, managers etc should they require additional information about a particular case.

IASIU Panel Questionnaire – How to Improve Performance Through Measurement

A ruler is measuring blocks which spell the word 'Outcome', representing the purpose of the IASIU panel questionnaire

Polonious recently ran a panel discussion at the IASIU conference held virtually on 14th and 15th September. Prior to the panel we ran a short questionnaire about approaches to performance management within SIUs, and the results were quite interesting. Firstly, 30.77% answered that they did not have a system for measuring the effectiveness of their SIU. This was surprising as most operations these days come with some sort of performance metric, to justify expenditure and tune performance.

Obviously, we would love people to use Polonious to track and report on expenses and outcomes, but you don’t have to use Polonious. Even if you don’t use case management software at all, we would highly recommend some system for tracking performance, to guide future decisions on resources and methods. If you would like to know more, we’ll be putting together a longer paper with more of the results.

For those that do measure the performance of their SIU, most answered that this is done by SIU management, and reported monthly, which is about what you would expect, with some variations. 55% reported that operating costs are allocated to the claim file which, again, is expected. However 30% reported that costs are unallocated – which would make it hard for an SIU to identify high cost problem cases/areas.

Sources of referral were fairly evenly spread. A big surprise for us was that around 50% of respondents didn’t record the number of false positive referrals from either an analytics tool or their claims unit. A similar percentage said they didn’t feed these false positives back to their source, to improve referrals. When you compare this to the SIUs who did record these numbers, there were significant amounts in the 41-60% bracket, even in the 61-80% bracket.Nearly 80% say they’re recording their reasons for rejecting referrals, but those who aren’t feeding that back are going to keep getting 40-80% bad referrals which they have to process before getting back to productive work.

Performance measures were as expected, e.g. referrals and ROI. A large number also report on indirect performance measures such as training and deterrent effects. Productivity measures were also as expected, focussing on cycle times and cases per investigator. However few SIUs were measuring time per stage, which is something we would recommend for identifying bottlenecks in your process and improving productivity.

Lastly, less than 50% of SIUs answered that they measure surveillance quality. This includes measures such as time stamps on the video, subject centred in the video, in focus, etc. This means a number of SIUs are receiving – and paying for – surveillance footage which is less likely to have impact on a case. Less impact from your footage means less savings for every dollar spent on surveillance. Polonious highly recommends tracking surveillance quality and feeding this back to investigators and vendors.

Please note – this was a brief questionnaire to participants and other respondents for interest’s sake ahead of the panel. It is not intended to be statistically representative.

Be More Flexible With Our Change Support Subscription

  • Do you find yourself going through lengthy project/budget approvals to make improvements to your system? Are some changes not even worth the budget hassle?
  • Do you have operational budget for increasing your subscription, but no capital budget for improving it?
  • Have you got the newest features, but no new budget to start using them?

We work hard to constantly improve Polonious software, but these issues prevent some clients adopting our improvements, or adapting to change.

We have heard you, and we are pleased to announce a new, optional addition to licencing subscriptions allowing you added flexibility for improving your system. We have developed a model and a management process for a ‘Change Subscription’. This adds a set number of hours per year to your subscription budget for changes, i.e. system changes that are not bug fixes. This has the following benefits:

  • Change budget is already set aside, so you can make changes and improvements much quicker. No lengthy budget approvals.
  • Configuration time set aside to immediately capitalise on new features.
  • Manage projects through operational expenditure, instead of capital expenditure. 

Additionally, we are offering a 5% discount to their hourly consulting rate for customers who purchase more than 20 hours per year as part of their regular subscription. We increase this to 10% for customers who purchase more than 40 hours, 15% for more than 60 hours, and 20% for more than 80 hours per year. 

Please note, if you purchase change support with their subscription, this does not replace the normal support charge in your licence subscription. We will still provide support for bug fixes and other errors without taking time from your change budget. We will use the change support budget for design changes, new workflows and so on. Also, if you use the full change budget in one year, you can still make additional changes, but hours will be billed on a per project basis again. Your change support subscription will invoice and renew your hours at your anniversary date each year.

User Group – Slack Migration

Polonious is pleased to announce that it is moving its user group to the Slack platform (https://slack.com), to create an easier to join, more interactive, and more content rich user group.

Slack offers a number of benefits over the existing user group set up. Primarily, we can use it for conducting webinars and training through both video and chat, as well as posting webinar videos back into Slack for those that couldn’t join. Slack also allows direct chat with other users in addition to the message board style discussion, so you can discuss your experiences with other users and hear about the amazing things our users are doing. Lastly, it’s easier to join and manage your user profile.

We will send the current user group an invitation to join the Slack group within the next few days. We will follow up with  invitations to the channels where we will be posting user related information – #announcements, #releasenotes, #guidesandtips, and #userchat. Please click the link in the invitation to move across to the new platform.

If you’re not yet a member of the user group and you would like to join, please get in touch!

GICOP changes 2021Download the GICOP whitepaper and stay compliant.

Our whitepaper covers all aspects you need to know to stay compliant with the latest GICOP changes coming into effect in 2021. Submit below form to receive the download link.