Batch Input Instructions

This process enables you to enter new business from sub-agents who do not have access to BARS. Bond/Powers can be written from inventory with minimal information.

A batch of bonds consists of any number of bonds for the same agent, agency and Surety contract (Surety/Insurance combination). To write a bond using Batch Input, the Bond must be in current inventory in BARS and you will need the court's Nickname. Run the Court List Report to get a listing of the Court IDs and their nicknames.

The Batch Input Process is comprised of the following steps:

  1. Enter batch-header (identifier) information.
  2. Enter bonds/powers.
  3. Review and fix bonds/powers with errors.
  4. Run the Batch Report.
Step 1 - Enter the Header -The first step in the process is to identify the batch.  All of the bonds within a batch must be written for the same agent, at the same agency, with bonds taken from current inventory for the same Surety/Insurance company paper. To create the header:
  1. Select the Header information
  2. Click Continue to open the grid to enter the bonds.

Click Cancel to exit the process without saving your work.

The header needs the following information:

  • *Sub-Agent - Select the Agent who wrote the bond/powers.
  • *Agency ID - This field will default to the Sub-Agent's default Agency. Only change this field if the agent has written the bonds for a different agency.
  • *Surety Company - Select the appropriate Surety contract. 
  • Batch Report No. - If you know the Batch Number enter it here. If not leave it blank and BARS will assign one. To add more bonds to a batch that has already been processed, enter the Batch number here. Note: to add bonds to an existing batch they must be for the same agent, agency and surety contract.
  • *Number of Bonds - Enter the number of bonds that will be entered in this batch.  Keep in mind, that bonds in a batch must be for the same agent, agency and Surety.
  • *Total of Bond Amounts - Enter the total bond amount of the bonds in the batch.
  • *Hash Total - The Hash total is the sum of serial numbers of the bonds in the batch.

      * = Required fields.
    Top


 

<% ' step 2 enter bonds %>
Step 2 - Enter the Bonds/Powers - Once you have created the Header, a new window will open with a grid to enter the bonds/powers. Each bond is entered on its own row.  To use this page:
  1. Enter the bonds.
  2. Click Recalculate Totals to compare the Grid's amount and hash totals with the Batch totals entered on the Header Input page.
  3. Click Submit Batch when you are ready to process the Grid and have the bonds updated. Please note: this will change the bond records.

Click Cancel to exit the process without saving your work.
Click Back to close the Input Grid and return to the Header page.

Each column contains the following information:

  • *Prefix - The Bond/Power's prefix (e.g. IE, AT, AS1, Etc.)
  • *Serial No. - The Bond/Power's serial number (e.g. 123445)
  • *Written - Date Written using mm/dd/yy format (e.g. 7/23/02)
  • *First Name - The defendant's first name
  • *Last Name - The defendant's last name
  • SSN - The defendant's SSN. If you enter the SSN, BARS will check to see if this is a repeat customer and assign the bond the current defendant ID if the SSN's match up. (optional)
  • *Court Nickname - The Account Court Nickname for the bond's court. To get a listing of the Nicknames run the Court List report. (e.g. 027542460M or SM1).  Please note,  you can change/set the nicknames by editing the Account Court record.
  • Case No. - The Bond/Power's Court Case number (optional)
  • *Amount - The amount of the Bond/Power(e.g. 1000, 25000, Etc.)
  • *Sub? - Is this a Substitute or rewrite bond? N=no; Y=Yes
  • *Trans? - Is this a Transfer bond? N=no; Y=Yes
  • Linked No. - If this is a Sub/Rewrite, enter the Bond/Power number this bond is replacing (e.g. IE-123456)

  * = Required fields.
Top


 

Step 3 - Review and Fix - Use this page to fix any bonds with errors. To use this page:
  1. Fix the lines with errors.
  2. Click Recalculate Totals to compare the Grid's amount and hash totals with the Batch totals entered on the Header Input page. This will not recalculate the BUF or Surety Premium totals.
  3. Click Re-Submit Batch when you are ready to re-process the Grid. Please note: this will change the bond records and recalculate the Surety Premium and BUF totals.
  4. Click Finished to stop processing the batch and run the Batch Report.

Click Cancel to exit the process without processing any remaining bonds with errors.
Click Back to close the Input Grid and return to the Header page. Any remaining bonds with errors will not be processed.
Top


 

Step 4 - Run Batch Report - When you have finished processing the batch to your satisfaction:

Click Finished to run the Batch Report.
Click Cancel to exit the process without running the report.
Top