Create an InsVista test file

You can create an InsVista test file before or after a client site goes live.

Live client site

To create an InsVista test file for a live site:

• Access shell tools > vendors > insvista.

Non-live client site

You can create two types of InsVista test files before a client site goes live:

• HO file
• BG file

To learn how to build, send, and compare HO and BG files, see Work with HO and BG files.

HO file

To create an HO file for a non-live site:

1. In the BriteCore menu, select Policies.
2. On the Policies screen, select Create a New Policy.
3. Create a new policy, and then complete the following steps:
   1. Select the Add a Mortgagee icon , and then add the mortgagee information.
   2. In the Recipient dropdown list, select the mortgagee.
   3. Rate the policy.
   4. Commit the policy.
4. Repeat steps 2 and 3 until you have created five different policies.
   

   Note: Use the same effective date for all of the policies.

5. Access shell tools > vendors > insvista, and then run the HO tool.
6. Open Cyberduck, and then download the file(s).
7. Combine all of the records into one file.

BG file

To create a BG file for a non-live site:

1. In the BriteCore menu, select Policies.
2. On the Policies screen, select Create a New Policy.
3. Create a new policy, and then complete the following steps:
   1. Select the Add a Mortgagee icon , and then add the mortgagee information.
   2. In the Recipient dropdown list, select the mortgagee.
4. On the Accounts Receivable screen, select Billing Setup, and then complete the following steps:
   1. Under Recurring Billing Contact, in the Recipient dropdown list, select the mortgagee.
   2. In the Invoice Frequency dropdown list, select Escrow Billing.
      

      Note: You have to select the mortgagee as the billing recipient before the Escrow Billing option appears.

5. In the Policy menu, select Overview, and then select Information.
6. On the Information screen, under Policy ID, copy the policy’s ID.
7. For policy_terms.policyId, paste the policy’s ID.
8. Navigate to and copy the policy_terms.billSchedId UUID (escrow billing schedule ID) and the policy_terms.firstBillWhomId UUID(mortgagee’s contact ID), and then run an update statement to set them.
9. Run an update statement to set files.printState=’printed’ and files.actualPrintDate to today’s date.
10. Access shell tools > vendors > insvista, and then run the BG tool.
11. Open Cyberduck, and then download the file(s).
12. Combine all of the records into one file.