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.

Polonious helps investigation startup grow to national heights

At Polonious World in May 17, Paul York shared some thoughts about his firm, the Fraud industry and his company’s adoption of Polonious.

The use of Polonious has helped with everything from investigators in the field to administration staff and monthly reporting for all project managers

When Surefact Australia launched its national investigation services four and half years ago, the company had a good opportunity to procure a modern case management tool and avoid a collection of disparate apps.

Surefact’s target market is large organisations, including government agencies, insurers and corporate entities. The company offers services on both sides of the investigation fence, from factual point of views and surveillance.

Surefact Australia director, Paul York, says the company has been able to focus on building up a strong reputation as a premium investigations firm and started using Polonious from the outset.

“I still recall, only a couple of weeks after we commenced Surefact as an entity, speaking with Polonious representatives,” York says. “So really the entire time since Surefact was born, Polonious came into our business.”

Polonious started in a small capacity at Surefact and has grown with the business and has been tailored to the operations.

Efficiencies from case management to admin and reporting

Polonious has delivered numerous efficiencies within Surefact and is used extensively throughout the business.

“I couldn’t actually bear to think about business not using Polonious,” York says. “The use of Polonious has helped us with everything from our investigators in the field, to our administration staff, right through to our monthly reporting for all our project managers.”

The company is also reaping many financial benefits from Polonious, including the reduction of labour costs in regards to data entry and efficiency, which York says has “really been profound within our business”.

“To give it an actual figure, it would be difficult to say, but I can guarantee that it has reduced our labour costs with the efficiencies of everything from online reporting right down to not having data storage within our own servers – we’re putting them all in the cloud.”

Tell us about your firm?

Surefact Australia is a national investigation firm. We look at large organisations, government organisations, insurers and large corporate entities. We’ve been live 4 and a half years, going along getting an appropriate? reputation in the industry. We have a big push on from both sides of the investigation – factual point of view and also surveillance, so we’re fairly close to 50/50.

How long have you been using Polonious?

I still recall, only a couple of weeks after we commenced Surefact as an entity, speaking with Andrew Simpson so really the entire time after Surefact was born, Polonious came into our business. We started in a very small scale and I suppose Polonious has grown with our business and suited / tailored to our business as well.

What does Polonious do for you?

It gives us great efficiencies within our business. I couldn’t actually bear to think about business not using Polonious. The use of Polonious has helped us with everything from our investigators in the field, to our administration staff, right through to our monthly reporting for all our PMs

Have you seen any Financial Benefits from using Polonious?

I believe we have, the reduction of labour costs in regards to data entry and efficiency have really been I suppose profound within our business. To give it an actual figure, it would be difficult to say but I can guarantee that it has reduced our labour costs with the efficiencies of everything from on-line reporting right down to not having data storage within our own servers, we’re putting them all in the cloud.

How are you enjoying the conference so far?

The conference is great today, it’s great to see everyone from the industry here and also to hear from our friends in IAG New Zealand. I’m really looking forward to the rest of the day to see how our competitors and also other people in our industry use Polonious.

Polonious refines processes, removes paper at Queensland investigations firm

At Polonious World in May 17, Bob Lysaught shared some thoughts about his firm, the Fraud industry and his company’s adoption of Polonious.

The extensive features of Polonious, including monthly reports, provides all the information the investigation team needs

With a wealth of investigation management experience built up over the past 15 years, Brooksight Investigations had many opportunities to streamline its mature operations.

Brooksight has its head office in Queensland, but provides investigation management services throughout Australia for a number of clients, including most of the insurers in Australia.

Director Bob Lysaught says Brooksight is new to Polonious, with the application going into production in mid-2017.

“The new system was designed for us last year (2016) and we commenced using it on July 1, 2017, so it started with the new financial year,” he says.

Refining a range of processes (and cutting the paper)

Since adopting Polonious, Brooksight has been able to refine a range of different activities undertaken within the company.

“Just recently, through the use of Polonious, we’ve gone completely paperless which is saving us a lot of time and money,” Lysaught says. “A lot of features like the monthly reports provides all the information we need so we’re extremely happy with the way it’s going. Polonious has been a major attribute to our company.”

Saving time and materials with Polonious

With Brooksight’s transformation well underway, the company is now realising a number of financial benefits from using Polonious.

“The time used to process reports through the office has been cut down, therefore saving us money,” Lysaught says. “Actually, a major saving has been going paperless by using Polonious. That saved us money in paper and in printing and we are noticing a huge benefit from that.”

Full transcript of video taken at Polonious World 2017

Tell us about your firm?
We’re an investigation firm, our head office is based in Queensland but we’re providing the
services right throughout Australia now for a number of clients. We’ve been lucky, we’ve
been going for 15 or so years and we’ve now built up a clientelle of most of the insurers in
Australia.
How long have you been using Polonious?
We’re only fairly new to Polonious. It was developed for us early last year (2016) and we
commenced using it on the 1st of July. So it started with the new financial year.
What does Polonious do for you?
Polonious has been a major attribute to our company. We’ve been able to refine a whole
lot of different activities that we undertake within the company and just recently, through
the use of Polonious, we’ve gone completely paper-less which is saving us a lot of time
and money. A lot of things like the monthly reports provides all the information we need for
those so we’re extremely happy with the way it’s going.
Have you seen any Financial Benefits from using Polonious?
Yes we have. In a number of ways in fact. The time used to process reports through the
office has been cut down therefore saving us money. Actually a major saving has been
going paperless by using Polonious. That saved us money in paper and in printing. We’re
noticing a huge benefit from that.
How are you enjoying the conference so far?
It’s been fantastic. I’ve really enjoyed it. All of the speakers so far extremely entertaining
and relevant to the industry. I’m particularly looking forward to a couple of the speakers
this afternoon.

Polonious cloud delivers scalable case management at national insurance investigations firm

At Polonious World in May 17, Jarrod Bowditch shared some thoughts about his firm, the Fraud industry and his company’s adoption of Polonious.

With more than 300 investigators managing cases stored in Polonious, Verifact achieves continuity of evidence and overall continuity of the business

Managing in excess of 10,000 insurance investigation projects per year at national investigation firm Verifact would be impossible without a cloud-based system that delivers end-to-end continuity of service.

Verifact is one of the largest privately-owned investigation firms in Australia and operates mainly in the insurance industry. The company has a national client base and services many lines of business, including workers compensation, compulsory third party (CTP), personal injury, general insurance, and motor vehicle insurance.

Early adoption pays dividends

Verifact executive director Jarrod Bowditch, says the company performs some 10 thousand jobs a year and has been able to do that with the help of Polonious for the past 11 years.

“We were a Polonious test pilots back in 2006,” Bowditch. “We’ve had a very, very successful relationship with Polonious. The last time we did a count we had about 90,000 cases in Polonious with some 1.5 million case notes.”

Pioneering cloud-based case management

With more than 300 investigators working around Australia, Verifact was an early adopter of the Polonious cloud-based application for case management.

“Polonious is the backbone of our investigations business,” Bowditch says. “We couldn’t operate without it because we’re national, it is cloud-based and we are able to manage our client’s expectations and service level agreements.”

Polonious enables Verifact’s investigators to manage each case properly and make sure the company is meeting its timeliness and service level requirements.

Paper and servers ditched for greater financial return

Bowditch says Verifact has seen many financial benefits from using Polonious.

“We’re a national business so we’ve gone away from paper-based processes and we don’t have to manage servers everywhere,” he says. “Also, a lot of our cases are stored in Polonious so we get continuity of evidence and overall continuity of our business. There are a lot of savings there, but basically it is better file management and process.”


Full transcript of video taken at Polonious World 2017

Tell us about your firm?
Verifact is one of the largest privately owned Australian Investigation Firms. We do about 10,000 jobs a year and we’ve been able to do that with Polonious for the last 11 years. So we’re in the Insurance Industry, we work nationally, we do all lines of business: workers comp, CTP, Personal Injury, we do a lot of general insurance, motor vehicles so all lines of business in the insurance investigation space.

How long have you been using Polonious?
We were one of your test pilots back in 2006. We’ve had a very, very successful relationship with Polonious. We do about 10,000 jobs a year. I think last time we did a count we had about 90,000 cases in Polonious 1.4-1.5 million case notes.

What does Polonious do for you?
Well it’s the backbone of our investigations business. We couldn’t operate without it because we’re national, it’s cloud-based, we’re able to manage our client’s expectations and also service level agreements. Also it enables our over 300 investigators to be able to manage them and make sure we’re on time with timeliness and also make sure we’re good with our service levels?

Have you seen any Financial Benefits from using Polonious?
Yes absolutely, we’re a national business so we’ve gone away from paper-based, we don’t have to use servers everywhere, it’ all stored in the cloud. Also a lot of our cases are stored in Polonious so we get continuity of evidence also continuity of our business, there’s a lot of savings there but also basically file management and process.

How are you enjoying the conference so far?
It’s fantastic. Looking forward to all the speakers today. The last one IAG was fantastic Dan Barrett was great. The improvements he’s see from the Insurance side of things are similar to the improvements we’ve seen from the Investigations. Being an external provider to large insurers, we get the same benefits. Looking forward to Joe’s talk later on.

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