Daily Activity Report

Daily Activity Report (For Ategrity Associates only)

Ivy Vega

Sep 04, 2025

📌 Overview

The Daily Activity Report is a summary that captures policy-related transactions performed within the Small Business Workbench by users. The common transaction types include:

Renewals
Rewrites
Endorsements

Note: This report helps maintain transparency and coordination across teams, particularly with Xceedance, who rely on this data for manual processing within Majesco.

🕒 Report Delivery Schedule

Version	Delivery Time (EST)	Frequency
Production - Report 1	2:00 PM	Daily
Production - Report 2	8:00 PM	Daily

UAT - Report 1	7:00 AM	Daily
UAT - Report 2	1:00 PM	Daily

UAT Reports are not published to a wide audience.

🎯 Purpose

Primary Use:
Xceedance/Service Delivery utilizes this report to manually enter processed transactions into Majesco.
Informational Use:
Unless a team has a specific internal need to process the report, it is intended solely for informational purposes.

📊 Data Included in the Report

Each entry in the Daily Activity Report includes the following fields:

Field	Description
Policy Number	The unique identifier for the policy.
Effective Date	The date set by the user as the effective start date.
Post Issuance	Indicates the type and number of post-issuance activities: • Renewal • Rewrite • Endorsement count (e.g. Post-issuance transaction number includes amendments and cancellations)
Insured Name	Name of the individual or entity insured under the policy.
Producer Name / ID	Name and identification number of the producer associated with the policy.
Issued	Timestamp of when the policy was officially issued or keyed; matches the issued document timestamp.
Email Previously Sent	Indicates whether the transaction was included in a prior report/email.

Field

Description

Policy Number

The unique identifier for the policy.

Effective Date

The date set by the user as the effective start date.

Post Issuance

Indicates the type and number of post-issuance activities:
• Renewal
• Rewrite
• Endorsement count (e.g. Post-issuance transaction number includes amendments and cancellations)

Insured Name

Name of the individual or entity insured under the policy.

Producer Name / ID

Name and identification number of the producer associated with the policy.

Issued

Timestamp of when the policy was officially issued or keyed; matches the issued document timestamp.

Email Previously Sent

Indicates whether the transaction was included in a prior report/email.

⚠️ Exclusions

New Business transactions are not included in the Production version of the report because they are entered into Majesco via the Ategrity Integration Framework (AIF) process.

📤 Distribution List

Xceedance: Active users of the report for processing into Majesco.
Other Recipients: Sent for awareness or auditing.

🔧 Additional Notes

Support monitors the report by ensuring it's sent twice a day and contains accurate information.
If discrepancies are noted, please reach out to [email protected]