Taylor’s Corner
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…
Read moreTaylor’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…
Read moreTaylor’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,…
Read moreTaylor’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…
Read moreTaylor’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…
Read moreTaylor’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…
Read moreTaylor’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…
Read moreTaylor’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…
Read moreTaylor’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…
Read moreNavigating 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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