HawkSoft 6 Resource Hub > Carrier Downloads
Please be aware that Carrier Downloads are still in active development, and the information and screenshots shown here may change significantly before HawkSoft 6 is released.
On this page:
- Top takeaways of this feature
- Where to access carrier downloads in HawkSoft 6
- What's changed in HawkSoft 6?
- What capabilities are no longer available in HawkSoft 6?
- How should agencies prepare for this update?
Top takeaways of this feature
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Downloads are now retrieved automatically as they occur
Downloads are retrieved continuously 24/7, so agencies will no longer need to manually process downloads on a daily basis.
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New Downloads Dashboard
The all-new Downloads Dashboard lets users easily see recent downloads and analytics, identify action items, and access important links. -
Enhanced Download Viewer
The updated Download Viewer makes downloads easier to view and get the data you need. -
Enhanced Configuration Rules
There are now more options for managing Y-accounts, applying rules globally or by carrier, and adding carrier exclusions to individual download rules. -
Enhanced Unmatched Downloads process
Matching logic has been enhanced and unmatched documents are now easier to view and match in one click.
Where to access carrier downloads in HawkSoft 6
The new Downloads Dashboard and workflows are replacing the previous download processing, configuration, reporting, and Unmatched Downloads. All download management features can be reached from the new Download Dashboard in the Activities Menu (replaces Tasks > Downloads), or specific features can be reached in these areas:
- Setup (Gear Menu) > Configure Local Downloads for managing downloads that come from sources other than Ivans.
- Reports > Download Report (same navigation as previous) to view reports on downloads.
What elements of this feature are accessible via browser login?
The Downloads Dashboard will be accessible via browser login. The Configure Local Downloads option will not be available in browser and must be performed in the desktop app.
What's changed in HawkSoft 6?
- Enhanced: Download Retrieval
- New: Downloads Dashboard
- Enhanced: Download Viewer
- Enhanced: Download Rules & Configuration
- Reimagined: Unmatched Downloads
- Enhanced: Download Report
1. Enhanced: download retrieval
Downloads are retrieved in a different way in HawkSoft 6 than they were previously, making for a more seamless and automatic downloads process.
- Downloads are now retrieved through Ivans Web Services
Downloads are now retrieved through Ivans Web Services via API call, instead of the legacy Ivans Download Transfer technology. - Downloads are now retrieved automatically as they occur
Downloads are retrieved continuously 24/7, so agencies will no longer need to manually process downloads on a daily basis. Downloads from carriers that do not go through Ivans (such as Progressive/TeamUP) may still require manual processing, as they did previously. - Proactive error logging & investigation by HawkSoft
The HawkSoft Support team will have a robust back-end system that proactively identifies errors for investigation and resolution without agency involvement.
2. New: Downloads Dashboard
The all-new Downloads Dashboard provides users with a one-stop shop where they can view all important information regarding downloads at a glance, including:
- The current status of the downloads platform
- Action items for the agency, including errors and unmatched items
- The history of downloads in the last 7 days, broken down by both Carrier and Transaction Type.
- Quick links to the full download report, download configuration, and Ivans Exchange website
The Downloads Dashboard in HawkSoft 6
3. Enhanced: Download Viewer
The Download Viewer has been enhanced, making downloads easier to view and gather information from and providing additional features.
- Downloads are easier to read
The updated download viewer can be used to view AL3s, eDocs, Claims, and Commission Statements, and data is displayed in a format that’s easier to read.
- Expand or collapse sections
Sections of the download can now be expanded or collapsed. - Click to copy data fields
Data fields can now be clicked to copy the data to the clipboard.
4. Enhanced: download rules & configuration
The new download rules configuration page provides enhanced options for download configuration and rules.
- Manage Ivans Y-Accounts
All Ivans Y-Accounts are displayed, and accounts can be added or enabled/disabled.
- Apply rules globally or for specific carriers
Downloads can now be enabled or paused for all carriers, or only for specific carriers. Downloads can also now be set to auto-create policies for all carriers, or only specific carriers.
- Add carrier exclusions to individual download rules
Carrier exclusions can now be added to specific download rules when Use Separate Rules is enabled.
- Descriptions for download rules
Download rules now display descriptions that provide more detail about each rule and what it does. - Create tasks from downloads
Downloads can be set to create tasks for review, like with Suspenses previously (e.g. for Uprate Alerts).
5. Reimagined: Unmatched Downloads
The Unmatched Downloads experience has been completely rebuilt. Now accessed via browser login, the new experience includes enhanced matching logic, recommended matches, and easier reviewing and matching workflows. These updates will make for fewer Unmatched Downloads and faster matching for users.
- Enhanced matching logic
The matching algorithm now includes Address Correction to match policies that have slight differences in address (e.g. Road vs Rd).
- Unmatched downloads dashboard
This dashboard shows a summary of unmatched downloads broken out by transaction, Claims/eDocs, and Carrier, as well as a list of all unmatched downloads.
- Updated display for unmatched downloads
Unmatched downloads are now displayed in tile format, with important information on the left (including a link to open the download in a separate window) and recommended matches on the right.
- New: reprocess downloads
Users can reprocess all downloads (e.g. if downloads were received before auto-create of policies was enabled), as well as individual downloads (e.g. to match a download once a new client/policy has been created).
- New: recommended matches
Recommended matches that have elements in common with the download are displayed, making it easier to find potential matches.
- Match items in one click
Users can select to accept a recommended match, search for a client, or create a new client and policy from an unmatched download.
An example of how an unmatched item will appear in HawkSoft 6
6. Enhanced: Download Report
The full Download Report will be included in the HawkSoft Business Intelligence reporting suite and will have the same functionality as the previous Download Report. In addition, any client or policy-level data column can now be added to the report.
What capabilities are no longer available in HawkSoft 6?
All activities and workflows that were available with the previous downloads capabilities will be available in HawkSoft 6, and there are many new or enhanced features in addition.
How should agencies prepare for this update?
What items will be migrated to HawkSoft 6 automatically (no action needed from agency)?
The agency’s current download settings (Ivans mailbox, rules, and suspenses) will be migrated to HawkSoft 6.
What items will need to be reviewed or reconfigured by the agency after the migration to HawkSoft 6?
The agency will need to review their Ivans mailbox, download rules, and download tasks in HawkSoft 6 to ensure everything is configured correctly and set new options if desired. The migration team will assist agencies with this process to ensure downloads are disabled at the appropriate time in the agency’s previous database and enabled in HawkSoft 6.
