Taylor’s Corner: Customizing Security of Insurance Data in Cloverleaf

Cloverleaf offers a range of databases, models, and dimensions to users. To manage user access and create role-based security within your company, Cloverleaf provides highly customizable security features. These features help streamline user experience and enhance insurance data protection. The member security option allows administrators to control read and write permissions for all users, determining…

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Taylor’s Corner: Optimizing Use of Dashboards

The dashboard, or “Present,” feature of Cloverleaf Analytics offers a way create a storyboard of your business that is highly interactive. Features of the present module include charts, texts, infographics, slicers, images, and data driven dynamics. In today’s article, we will go over a few helpful tips to get the most use out of your…

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Taylor’s Corner: Exploring Parameters (Global Parameters)

Working with the more advanced features of Cloverleaf, like parameters, can be overwhelming, but fear not. Using the tips listed in this post will give you great knowledge of how to create and use them. Parameters are a feature of Cloverleaf that allow users to build lists of items to be used for formulations, filters,…

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Taylor’s Corner: Defining User Roles

Often, we find that there are certain models, discoveries or dashboards that not everyone in the organization needs to have access to. All features of Cloverleaf are governed through roles, which is vital for the security of content within the system. Role management means creating, assigning, or removing users from roles to have better management…

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Taylor’s Corner: Utilizing Subscription Services

The Subscription Services feature in Cloverleaf offers a great way for users to subscribe to discoveries, presentations, and publications and create automated delivery of their selected data on a custom schedule and selected format. In Discovery and Publish, the subscribe button can be found on the top right corner of the canvas next to the…

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Taylor’s Corner: Utilizing Cloverleaf’s New Speech Insights Feature

Cloverleaf customers now have a great new way to interact with data by utilizing Speech Insights. Using this generative AI tool, we are able to create dashboards and reports, access insights on the data, forecast and more within seconds. This tool makes exploring your data more accessible and effective to technical or non-technical user. In…

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Taylor’s Corner: LEAP into the Present

The Present module gives users the ability to create, customize and design presentation or ‘dashboards.’ Besides simply adding or dragging your reports onto the canvas (as shown below). There are a few tips and tricks to help customize and use Present to it full ability for your advantage. Select any of your discoveries to add…

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Taylor’s Corner: Let’s Learn – Calculated and Custom Columns

Calculated Columns The Calculated Column node allows users to make changes to columns in the selected tables during the data flow process using a PQL script. After the node has been added in from element bar and connected to the selected tabled, users will either write or provide a PQL script into the script window…

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Taylor’s Corner: New Features in Cloverleaf

Cloverleaf’s latest updates include more than 80 new features that are designed to improve our Insurance Intelligence platform. Let’s walk through a few of these features in the Model, Discover, Present and Publish modules. Model The new “Tabular Relationship Editor” takes away the complexity of managing many table relationships simultaneously. This feature provides a semantic…

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Navigating the P&C Insurance Dashboard

Few tips and tricks into creating and navigating the P&C Insurance Dashboard. The below dashboard is extremely helpful into giving an insight into key data that can help to manage and grow your business.   KPIs At the top of our dashboard, we have our Key Performance Indicators (KPIs). This tool can be used to…

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