/
RioCan Insurance Portal


RDS KNOWLEDGE BASE

RioCan Insurance Portal

Owned by Caroline Reilly
Last updated: Sept 11, 2019

A portal designed for approved RioCan Refined Risk users to access and download insurance reports contained in the Refined Risk platform.
The following document outlines the steps to be taken for a Refined Risk administrator to group properties / reports for a given underwriting period and access these reports for insurance renewals.  


Underwriting Periods Page

This page contains a list of underwriting periods with a start and end date for a specific underwriting period, as defined by an administrator. Each list item contains a title, description and dates representing the start and end of the underwriting period. Each underwriting period further displays reports/records and documents relevant to the property(s) and reporting period defined.



Properties Page

The properties page contains a list of properties. Each list item contains the property number, name, city and province.

  • Green circle represents active properties
  • Grey circle represents inactive properties
  • Black circle represents deleted properties
  • Filter view to simplify property selection
  • Administrators can select properties to be included for the specific underwriting period they are assigned to
  • Administrators can view/access all properties in the company's portfolio.
  • The properties included in the underwriting period are checked off to the left of the property.
  • Administrators can include or exclude properties from an underwriting period by checking or unchecking the checkbox to the left of the property. The option to select all displayed properties is available at the top of the list.


Filters 

The filter button on the top right will filter the list of properties by status, owner, type, location to simplify property selection for that underwriting period. 


The Attachment Date filter option will add an additional filter to the following report screen for administrators to only view/download reports that were added within the provided date range.  This is to support view/download of reports that were added after the initial renewal download. 





Reports Page

The reports page contains a list of reports associated with the selected property(s).   These can be previewed and downloaded individually.  To download all selected reports, click on the gear icon and select "Download Files"


Downloading reports:

When downloading all selected reports, these will be zipped and provided in distinct folders representing each property.  RioCan administrators can then make these folders available using Kiteworks or other approved content management systems.

Report Filters:

Clicking the Gear Icon and Settings will allow administrators to filter the list of reports by relevent report types.


Summary Report:

From within the Property or Reports Page the gear icon will display the option to export a summary report that lists all reports included in the underwriting period along with relevent property details.