The Bright module map
Bright has 43 functional modules spread across five areas, plus 38 reference-data screens. This page is the map.
If you are looking for “which module do I need”, start here. If you are looking for “how does it work”, follow the links.
The main work chain
Section titled “The main work chain”Most work flows in one direction, from enquiry through to journal:
flowchart TD
R[Request] --> Q[Quotation]
Q --> P[Proposal]
Q --> S[Simulation]
P --> C[Costing]
C --> PL[Policy / Facultative]
C --> T[Treaty]
PL --> B[Billing]
T --> B
PL --> CL[Claim]
CL --> CA[Claim Advice]
CA --> BX[Bordereaux]
B --> BX
B --> I[Invoice]
CA --> I
I --> PY[Payment / Receipt]
PY --> J[Journal]
J --> L[Ledger]
L --> TB[Trial Balance]
The full flow is described in End-to-end flow.
Contracts — party and contract data
Section titled “Contracts — party and contract data”Route /contracts. Everything the other modules use originates here.
| Module | Purpose |
|---|---|
| Client | Insured parties and general counterparties |
| Ceding | Insurers passing risk on |
| Reinsurer | Parties accepting risk |
| Agent | Intermediaries and their commission |
| Customer | Counterparties for non-reinsurance transactions |
| Vendor | Suppliers, for the payable side |
| Policy | Facultative contracts and their endorsements |
| Treaty | Treaty agreements, their layers and panels |
| Facility | Facility agreements and the contracts beneath them |
Operation — placing risk
Section titled “Operation — placing risk”Route /operation. This is the broker’s main work chain.
| Module | Purpose |
|---|---|
| Request / Order | Incoming enquiries, new business or renewal |
| Quotation | Offers to the market, with their slips |
| Proposal | The offer back to the ceding company |
| Simulation | A quotation snapshot and the tuning of reinsurer shares — required, not a trial run |
| Costing | Contract binding and the billing trigger once the policy is issued |
| Billing | Charges for premium, commission and claims |
| Bordereaux | Per-risk and per-claim schedules for counterparties |
| Claim | Loss recording |
| Claim Advice | Apportioning a claim across reinsurers |
Finance — billing and payment
Section titled “Finance — billing and payment”Route /finance.
| Module | Purpose |
|---|---|
| Invoice | Invoices, both receivable and payable |
| Batch Invoice | Invoice grouping — known as DOP |
| Payment | Money out |
| Receipt | Money in |
| Voucher | Cash transaction records |
| Instruction | Payment instructions to the bank |
| Adjustment | Payment adjustments |
| Tax Invoice | Tax invoices |
Accounting — journals and ledger
Section titled “Accounting — journals and ledger”Route /finance as well, but conceptually separate.
| Module | Purpose |
|---|---|
| Journal Entries | Journals, manual and generated |
| Ledger | General ledger by account |
| Trial Balance | Trial balance |
| Period Maintenance | Opening and closing periods |
| Asset | Fixed assets |
| Depreciation | Depreciation |
| Revaluation | Revaluation, including FX revaluation |
System — parameters and control
Section titled “System — parameters and control”Route /system.
| Module | Purpose |
|---|---|
| User | Users and groups |
| Access Right | Permission bundles |
| Queue | Notification and email queue |
| Batch Submission | Running batches |
| Upload | Data import by CSV |
| Preferences | System settings |
The 38 reference-data screens are documented separately in Parameter screen reference.
Report
Section titled “Report”| Module | Purpose |
|---|---|
| Report | 75 registered reports |
| Data Analytics | Analytics |
| Dashboard | Summaries and the Metabase embed |
| Workspace | Landing page: tasks and notifications |
How to read a module page
Section titled “How to read a module page”Every module page uses the same shape:
| Section | What it holds |
|---|---|
| Purpose | One sentence — what business work this module does |
| Prerequisites | What has to exist first |
| Business process | The sequence of steps from start to finish |
| Status | The actual status codes and the transitions between them |
| Calculation | Premium, commission, tax or share formulas, with the procedure names |
| Upstream & downstream | The modules that feed it and the modules that take its output |
| Technical reference | Tables, views, stored procedures, LOVs and endpoints |