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Data Collection and Analysis Modules (DCAM)

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1. screen Delete button Click this button to delete a company See to Delete a Company Screen Elements Other Required Filers Entity Name The name of the other required filer License Number The license number of the other required filer Add Other Required Filer Click this button to add a required filer by displaying button the screen Delete button Click this button to delete a required filer See To Delete an Other Required Filer Done button Click this button to navigate back to the Workbench screen Type The other required filer type Individual or Entity To DELETE A COMPANY To delete a company perform the following steps e From the Workbench screen select the Setup link e The Entity Setup screen displays and the list of companies appear in the Companies table e Select a company to delete The selected row will be highlighted in yellow e Click the Delete button e A confirmation message appears Are you sure you want to delete the selected record e Click the OK button to delete the record or the Cancel button to cancel the operation NOTE If you did not select a company you will get the following error message x An entity must be selected from the list TO DELETE AN OTHER REQUIRED FILER To delete a required filer perform the following steps e From the Workbench screen select the Setup link 5 27 2011 Page 12 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consult
2. The Company Search Results screen displays the results of the criteria selected on the Company Search screen I PORTAL CONTACT ACCOUNT LOG OUT Data Collection and Analysis Modules Common Tasks Workbench Contact Information Setup Records 1 to 19 of 19 Company Name FEIN Data Collection and Analysis Modules User Manual Use this page to review the results of your search Select a company by clicking the name of the company If you do not see the company you wish to add please click Search Again to try a different search lt Previous 50 Next 50 gt NAIC Florida Company Group Company Code Code NAIC Code STATE AUTO FLORIDA INSURANCE COMPANY 311753341 11502 0175 03573 STATE AUTO LIFE INSURANCE COMPANY 310933916 88137 0175 05154 STATE AUTO NATIONAL INSURANCE COMPANY 311334827 19530 3478 03059 STATE AUTO PROPERTY amp CASUALTY INSURANCE COMPANY 576010814 25127 0175 01747 STATE AUTOMOBILE MUTUAL INSURANCE COMPANY 314316080 25135 0175 09782 STATE BOND amp MORTGAGE LIFE INSURANCE COMPANY 410908019 69086 05671 STATE CAPITAL INSURANCE COMPANY 560577584 12661 1116 01776 STATE CAPITOL INSURANCE RISK RETENTION GROUP INC 273790664 02544 STATE FARM ANNUITY amp LIFE INSURANCE COMPANY 371111502 94498 0176 05755 STA
3. File Name column in the table below 4 To delete an uploaded file click the Delete link in the Action column in the table below File Name Size in KB Date Uploaded Delete MikaTestTemplate 1 xls 19 5 27 2011 12 00 32 PM Common Tasks Add Upload File Click this link to navigate to the Add Upload File screen NOTE If the Add Upload File link is disabled you have met the file upload limit and cannot add anymore files In order to add more files you must delete some of the files that have already been uploaded Download Template Click this link to download the template file associate with the current filing component If the Download Template link is disabled then there is no template configured for this filing component NOTE Download the template for each filing to ensure that you are using the most current version Instructions are included on the templates to assist the user Once the appropriate data has been entered into the template the user will need to save it to their desktop so that it maybe uploaded to the system Screen Elements File Name Represents the uploaded file name for the filing component To view the uploaded file click on the File Name link NOTE If the file was taken offline the File Name link 5 27 2011 Page 40 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION
4. 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Next button Click this button to save the current selection and navigate to the Select Event screen TO SELECT A MODULE To select a module perform the following steps e From the Select Module screen click the radio button next to the module you wish to choose The selected row will be highlighted in yellow e Click the Next button to save the current selection and navigate to the Select Event screen NOTE If you did not select a module you will get the following error message 6 A module must be selected from the list 5 27 2011 Page 61 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual SELECT EVENT The Select Event screen provides the user a list of events to choose from when creating a new filing I PORTAL HELP CONTACT ACCOUNT LOG OUT Data Collection and Analysis Modules Workbench Select Event Review Submissions ee EE Entity GEICO GENERAL INSURANCE COMPANY Setup Module P amp C Special Data Call To choose an event select an item from the list below then click Next to continue PIP Data Call Data call related to Personal Injury Protection claims filed in Florida Common Tas
5. Data Collection and Analysis Modules Add Upload File Component Name Supporting Documentation File To Upload C Documents and Settings Administrator My Document The file types supported ere Adobe Acrobat document pdf Rich Text Format document rtf Microsoft Excel document xls Microsoft Word document doc You are allowed a maximum 5 file upload s for this filing component The maximum upload file size is ZMB Common Tasks Screen Elements Component Name Represents the name of the filing component File To Upload field Represents the file name to upload Click the Browse button to display the File Open dialog window File name will display in field after file is selected Browse button File Upload Information Represents information about the file upload The file types supported lists the different file types you are allowed to upload for this component Maximum number of uploads Depending on the filing component this number will vary Maximum upload file size file cannot exceed 5MB Cancel button Click this button to cancel the operation and navigate back to the Filing Component screen Save button Click this button to upload and extract the file 5 27 2011 Page 43 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual TO ADD U
6. Filing screen Review Submissions Click this link to navigate to the Review Submissions screen Setup Click this link to navigate to the Entity Setup screen Screen Elements Delete checkbox Represents the checkbox that when checked will delete the filing after the Delete button is clicked Work Unit Num Represents the work unit number associated with the filing Purpose Represents the name of the purpose associated with the filing Module Represents the name of the module associated with the filing Entity Name Represents the name of the entity associated with the filing Create Date Represents the creation date of the filing 5 27 2011 Page 31 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Cancel button Click this button to cancel the operation and navigate back to the Workbench screen list See To Delete a Filing Delete button Click this button to delete the selected filings from the TO DELETE A FILING To delete one or more filings from your workbench please perform the following steps e From the Workbench screen click the Delete Filings button e The Delete Filings screen will display containing a list of filings you are allowed to delete Only original filings you created that have not been Submitted can be deleted from your workbench e Select one or more filing
7. equal B17 SECTION A Cell cannot be null SECTION A Cell cannot be null SECTION B Sum of column Number 3 must be greater than 250000 5 27 2011 Page 44 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc SECTION B FLORIDA OFFICE OF INSURANCE REGULATION Data Collection and Analysis Modules U_DATA_TEST1 Data Table Worksheet SECTION A SECTION A SECTION A SECTION A SECTION A SECTION A SECTION A SECTION A SECTION A SECTION A Cell H4 H5 H6 H7 H8 H9 H10 H11 H12 HE Error Message Value must be greater than Value must be greater than Value must be greater than Value must be greater than Value must be greater than Value must be greater than Value must be greater than Value must be greater than Value must be greater than Value must be greater than 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 User Manual F25 Sum of column Number 4 must be greater than 500000 Too many errors 10 reached for this data table Please fix current errors and try again U_DATA_TEST2 Data Table Worksheet SECTION A 5 27 2011 Cell No match of columns for range B28 K28 Error Message Page 45 of 76 DCAM User Manual vil O3 FINAL_20110527 docx Version 1 02 Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual VIEW PAST FILING SUBMISSIONS The View Past Filing Submissions screen allow
8. parameter to do a search e Select the company you wish to add by clicking on the Company Name link The Add Company screen will appear displaying the selected company information e Click the Add Company button to add the company A confirmation window is displayed Are you sure you want to add this entity e Click the OK button to add the entity or click the Cancel button to cancel the operation NOTE If you have already added this entity to your setup you will get the following error message The company you are tying to add already exists in your Entity Setup x 5 27 2011 Page 23 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual ADD OTHER REQUIRED FILER The Add Other Required Filer screen allows the filer to add an Other Required Filer entity to their Setup There are two main types of required filers Individual and Entity If an Individual type is selected the First Name MI and Last name fields appear and the Entity Name field is hidden Reversely if an Entity type is selected the Entity Name field appears and the First Name MI and Last name fields are hidden Type Individual Data Collection and Analysis Modules Add Other Required Filer Workbench Contact Information To add a required filer first click the Type from the list fill out the remaining
9. the Cancel button to cancel the operation 5 27 2011 Page 15 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual NOTE If the contact information was successfully saved you will get the following informational message 1 The contact information was successfully saved If you did not enter your first name you will get the following error message X Required fields are missing The first name must not be empty If you did not enter your last name you will get the following error message x Required fields are missing The last name must not be empty If you did not enter your email address you will get the following error message 6 Required fields are missing The email address must not be empty If you did not enter your phone number you will get the following error message x Required fields are missing The phone number must not be empty If you did not enter your street address you will get the following error message 6 Required fields are missing The address must not be empty If you did not enter your city you will get the following error message x Required fields are missing The city must not be empty If you did not enter your state you will get the following error message 3 Required fields are missing The state must not be empty 5 2
10. 19 CONPANY SEARCH RESULTS ee 20 ADD COMIT AN EE 22 HO AGG EE ein ANY EE 23 ro BB OM Ug Wl ETA ERT ERT E 24 TO Add an Other Required Filer ccccccccccccccccccccceceecccccccccccsccsssccscssssscsssssseegs 26 At et EE 28 TODON EMC FINO LISE EE 29 TO View the Next Sot Of FINOS ccsenececssanseeseecvececssenaecaneesewcieeeceeesecedenctearereekeees 29 MO OTE AG FINO E EE 30 HE Ee 31 TO Delete a FINNO EEN 32 REVIEW BR STONG ssrin an rnn N N EE A ENa aat 33 FO SOE Ce ne BCEE 34 To View the Next Set of FilingS ee 34 5 27 2011 Page 3 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual TO EXON the Filing Kee EE EEN ege 35 BELT COMPONENT LK 36 To Show Hide the Extension Request Information 38 FILING COMPONEN D EEN 40 To Delete an Uploaded E 41 To Restore Offline Files wsetasctcsedaiatasedesctasedesecsistesesileteedaustessseletpeedasstesesatetaas 41 ADD Bi a AR Oo 0 DE 43 To Add Upload a EE 44 VIEW FASE FLING alt HN 46 FILING SURVEY COMPONEN EE 49 KOE TYDE OUCSUON WE 50 N mber Type QUESTION MEN 51 Re Eug e EEN 51 VES NO Type QUESHOM gtt A EE 52 Choice Type Question EE 52 Rana TY Pe QUC ON EE 52 PLING EN R EE 53 TOs SUM ch e e WEE 53 CS RO ND EE 55 ELECT ENTE EE 56 TO Select an ENUY RE E 56 ELEC LTT EE 58 TO Slot an ENUY EEN 59 EEEE EN E EN i DEE 60 WO SClCCE 2 e el EE 61 EEE crac cece echt EE 62 TO od
11. 6 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Period Represents the name of the reporting period for the filing just created Submission Due Date Represents the date the filing is due to the Office Purpose Represents the name of the filing purpose for the filing just created Return to Workbench Click this button to navigate back to the Workbench button screen 5 27 2011 Page 74 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual APPLICATION AVAILABILITY The application availability screen will appear when there is either scheduled or unscheduled maintenance being performed on the application In either case the application will be unavailable to all users Common Tasks NOTE If the application is down for scheduled maintenance the following error message will appear 3 DCAM is currently unavailable due to scheduled maintenance If the application is down for unscheduled maintenance the following error message will appear X DCAM is currently unavailable due to unscheduled maintenance 5 27 2011 Page 75 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURAN
12. 7 2011 Page 16 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual If you did not enter your zip code you will get the following error message 6 Required fields are missing The zip code must not be empty If you did not enter your country you will get the following error message X Required fields are missing The country must not be empty TO ADD UPDATE FILING CONTACT INFORMATION To add or update the filing contact information perform the following steps e From the Workbench screen click on a Work Unit Number link to open a filing e From the Filing Component List screen select the View Edit Filing Contact Information link e The Filing Contact Information screen displays containing personal phone and address related contact information e Fill out the required fields manually or click the Use I Portal Account Information button to use your Industry Portal account information e Click the Save button e A confirmation message appears Are you sure you want to save changes e Click the OK button to save changes or the Cancel button to cancel the operation NOTE If the contact information was successfully saved you will get the following informational message d The contact information was successfully saved If you did not enter your first name you will get the following
13. 7 2011 Page 18 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual COMPANY SEARCH The Company Search screen allows the filer to search for a company using various search criteria Data Collection and Analysis Modules Company Search Workbench Contact Information Please enter criteria into a field and then click Search If you are searching on Company Name you can use the wildcard options such as Anywhere Starts With and Exact Match Setup Anywhere Starts With Exact Match Company Name NAIC Company Code FEIN NAIC Group Code Florida Company Code Common Tasks Workbench Click this link to navigate to the Workbench screen Contact Information Click this link to navigate to the Contact Information screen Screen Elements Search Cancel button Click this button cancel the Add Company operation and return to the Entity Setup screen Clear button Click this button to clear all search fields above Search button Click this button to perform a search based on the criteria entered and navigate to the Company Search Results screen 5 27 2011 Page 19 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF INSURANCE REGULATION COMPANY SEARCH RESULTS
14. 9 CH Required fields are missing The FEIN must not be empty and must 5 27 2011 Page 27 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual WORKBENCH The Workbench screen displays common task links as well as the list of Data and No Data filings created by the current user There are three tabs Data No Data and Informational that when selected will display all related filings To export the filing information displayed in the workbench click the Export to Excel link Open a filing by clicking on the Work Unit Number in the filing list Data Collection and Analysis Modules Workbench Create New Filing Review Submissions Please select a filing to work on from the list below Please note that the filings containing a File Log Number along with the Work Unit Number are response filings Select the Data No Data or Informational tab to view the list of corresponding filings To delete a filing Setup click the Delete Filings button To export all filings to Excel click the Export to Excel link Data 2 No Data 0 Informational 0 Export to Excel Work Unit Num File Log Num Entity Name Module Event Due Date W11 03154 EE INSURANCE TESTMOD Test Event Test Period 1 06 01 2011 HA GEICO GENERAL INSURANCE TESTMOD Test Ev Test Pe 5 05 31 W11 03167 COM
15. ATION User Manual e Enter your Industry Portal user name e Enter your password e Click the Logon button NOTE If you did not enter a user name you will get the following error message X Required fields are missing A user name must be provided If you did not enter a password you will get the following error message 6 Required fields are missing A password must be provided If either the user name or password is invalid you will get the following error message new user account select the Create Account link in the Common 6 The user name entered is unknown please try again To create a Tasks section If you created your I Portal account but did not activate it you will get the following error message The user account is not active To activate your account select the activate link that was included in the confirmation email sent to you when you first created the account 5 27 2011 Page 10 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual ENTITY SETUP The Entity Setup screen allows the filer the ability to manage entities such as companies and other required filers This screen will also access the filer s contact information I PORTAL HELP CONTACT ACCOUNT LOG OUT Data Collection and Analysis Modules Workbench Entity Setup If you have no
16. CE REGULATION User Manual SESSION TIMEOUT The session timeout screen will appear there is no activity for a period of time When the session does timeout the following screen will appear Data Collection and Analysis Modules Session Timeout Your current session has timed out Please click the Return to Logon link to log back into the application Common Tasks Click this link to navigate you to the Logon screen 5 27 2011 Page 76 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc
17. Contact Information Screen Elements Component List Component Name Represents the name of the filing component Beneath the filing component name link is the component description Click the Component Name link to display the Component screen Last Updated Date Represents the date that the component was last updated Status Represents the current status of the filing component Possible values are Incomplete The required filing component is incomplete and a file or files must be uploaded to complete the filing component Complete A file or files were successfully uploaded for the required filing component lates The optional required filing component is incomplete and a file or files must be uploaded to change the status to Included Included A file or files were successfully uploaded for the optional filing component View Previous Clicking this link will display the View Past Filing Submissions link Submissions screen Return To Workbench or Click the Return To Workbench button to navigate Return To Submissions back to the Workbench screen if the filing is not button submitted If this is a submitted filing click the Return To Submissions button to navigate back to the Review Submissions screen TO SHOW HIDE THE EXTENSION REQUEST INFORMATION To show the extension request information perform the following steps e Open a filing from either the Workbench screen or the Review Submissions screen e If an e
18. Contact Information To choose a component click on a component name in the list below Component Name Last Updated Date Test Data Extraction EE on Test Data Extraction gt 27 2011 12 00 19 PM r l View Previous Submissions Common Tasks Workbench Click this link to navigate to the Workbench screen Review Submissions Click this link to navigate to the Review Submissions screen Click this link to navigate to the Entity Setup screen Screen Elements Filing Information Work Unit Number Represents the work unit number assigned to the current filing 5 27 2011 Page 36 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Entity Name Represents the entity name associated with the current filing Module Represents the module name associated with the current filing Event Represents the event name associated with the current filing Period Represents the period name associated with the current filing Due Date Represents the date the filing is due to the Office Purpose Represents the purpose associated with the current filing Filing Number Represents the filing number assigned to the filing indicating it was received by the Office This will only appear for response filings Create Date Represents the creation date of the current filing Created By Represents the filer who created th
19. ECREASE sT r THE GAME Choice type questions may be displayed as a radio button list or a drop down selection box They are answered by selecting the proper response RATING TYPE QUESTION 17 How satisfied are you with the new survey Highly Neither Highly component Dissatisfied Satisfied Satisfied Mor Dissatisfied O O O O O Unsure Rating type questions are displayed as a radio button list with descriptions of the various rating options They are answered by selecting the proper response 5 27 2011 Page 52 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual FILING SUBMISSION The Filing Submission screen is displayed after the filing has been successfully Submitted It lists the current filing submission information ID status and date as well as in the informational message at the top of the screen indicating the Work Unit Number Click the Return to Workbench button to begin working on your new filing I PORTAL HELP CONTACT ACCOUNT LOG OUT Data Collection and Analysis Modules Workbench Filing Submission D D e Review Submissions 1 Filing W11 03154 was submitted successfully Setup Your filing was submitted successfully The submission information is listed below An email notification has been sent to the email address associated with this I Portal account S
20. Entity Type screen Entity Represents the name of the entity chosen from the Select Entity screen Module Represents the name of the module chosen from the Select Module screen Event Represents the name of the event chosen from the Select Event screen Select radio button Represents the button to select the period When a period is selected the entire row will be highlighted in yellow This column represents the name of the period This column represents the description of the period 5 27 2011 Page 64 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Due Date This column represents the due date of the filing if created with this reporting period Cancel button Click this button to cancel the current operation and return to the Workbench screen Back button Click this button to go back to the Select Event screen Next button Click this button to save the current selection and navigate to the Select Purpose screen TO SELECT A REPORTING PERIOD To select a reporting period perform the following steps e From the Select Period screen click the radio button next to the period you wish to choose The selected row will be highlighted in yellow e Click the Next button navigate to save the current selection and navigate to the Select Purpose screen NOTE If you did not select a reporting per
21. FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Data Collection and Analysis Modules DCAM DCAM User Manual Author Jon Mika Vendor M Mika Consulting Inc Version 1 01 Creation Date 4 25 2008 Last Updated 5 27 2011 12 24 PM 5 27 2011 Page 1 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual DOCUMENT CONTROL CHANGE RECORD Date Author version cnange reference 5 27 2011 Page 2 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual TABLE OF CONTENTS Ea SE E A KK A TE 2 CHange RECO Gls saccade cae ee ca ctes sone co ce oeee craven ig gia iva ais eidsgisa gave FEEE AEETI PIRINIELTERI ENAREN 2 ER EE Ee KEE 3 ABOUT ITAI DOCUMEN eege eet 5 Who Should Use This DOCUMENE isisrrirssisisiriraninrieninirsiesanisrienirissi osan naianira nnani 5 How to Use This Document 5 Unie 5 ei a ag e e LE 5 High Level Process FlOW EE 7 INDUSIRY PORIAL MAIN MENU HE 8 To Select the DCAM System EE 8 E EE 9 TO LOGOM INTO BE 9 CULT ETUR E 11 TO Delte a Company E 12 To Delete an Other Required Fer REENEN 12 CONTACT a Oy TON WEE 14 To Add Update DCAM Contact Information 15 To Add Update Filing Contact Information 17 CONTAN E e EE
22. NAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual CREATE NEW FILING The Create New Filing screen begins the process of creating a new filing Data Collection and Analysis Modules Workbeach Create New Filing Welcome to the New Filing Wizard Review Submissions These pages allow you to create a new filing You will be allowed to enter all the data pertaining to the filing Once complete you can review the data before submitting it to the Office of Insurance Regulation Click Next to continue Setup Common Tasks Workbench Click this link to navigate to the Workbench screen Review Submissions Click this link to navigate to the Review Submissions screen Click this link to navigate to the Entity Setup screen Screen Elements Next button Click this button to navigate to the Select Entity Type screen 5 27 2011 Page 55 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual SELECT ENTITY TYPE The Select Entity Type screen provides the user a list of entity types to choose from when creating a new filing I PORTAL HELP CONTACT ACCOUNT LOG OUT Data Collection and Analysis Modules Workbench Select Entity Type To choose an entity type select an item from the list below then click Next to continue R
23. NOTE If you successfully added the required filer you will get the following informational message The required filer First Name Last Name or Entity Name was successfully saved e If you did not select a Type you will get the following error message Required fields are missing The type must not be empty If you did not enter a first name you will get the following error message Required fields are missing The first name must not be empty If you did not enter a last name you will get the following error message 5 27 2011 Page 26 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual x Required fields are missing The last name must not be empty If you did not enter an entity name you will get the following error message X Required fields are missing The entity name must not be empty If you did not enter a license number you will get the following error message empty x Required fields are missing The license number must not be If you did not enter an SSN you will get the following error message Required fields are missing The SSN must not be empty and must be in the format 999 99 9999 or 999999999 If you did not enter a FEIN or entered and invalid FEIN you will get the following error message be in the format 99 9999999 or 99999999
24. PANY est Event Test eriod 2 o5 31 2011 Response filing Filing is due within a week Filing is past due Records 1 to 2 of 2 Delete Filings Common Tasks Create New Filing Click this link to navigate to the Create New Filing screen Review Submissions Click this link to navigate to the Review Submissions screen Click this link to navigate to the Entity Setup screen Screen Elements Data tab Click this link to refresh the contents of the workbench displaying all filings with a purpose of Data No Data tab Click this link to refresh the contents of the workbench displaying all filings with a purpose of No Data Informational tab Click this link to refresh the contents of the workbench displaying all filings with a purpose of Informational Export To Excel Click this button to export all filing data seen in the workbench to Microsoft Excel see To Export the Filing 5 27 2011 Page 28 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual mm Delete Filings button Click this button to navigate to the Delete Filings screen Filing List Work Unit Num The work unit number assigned to the filing If the filing has been received by the Office it will also have a File Log Number Clicking on the Work Unit Number link will display the Filing Component List screen File Log Num Entit
25. PLOAD A FILE To add upload a file perform the following steps e From the Filing Component List screen select the filing component to which you wish to add files e From the Filing Component screen click the Add Upload File link e From the Add Upload File screen click the Browse button to select the file to upload e Once the file is selected click Open and the file name will be added to the File To Upload field e Click the Save button to upload and extract the file Click the Continue button to navigate back to the Add Upload File screen NOTE If the file was successfully uploaded and or extracted you will get the following informational message KAY File File Name upload was successful This component is now Jj complete If you attempt to upload a file type that is not supported you will get the following error message The file type you are attempting to upload is incorrect the file types supported for this filing component are Adobe Acrobat document pdf Rich Text Format document rtf Microsoft Excel document xlIs Microsoft Word document doc If errors occur during data extraction you will get similar types of extraction errors File DataExtractionTest_2 xls upload was unsuccessful The following errors were found during data extraction Global Validations Worksheet Cell Error Message SECTION A K2 B4 must equal B5 SECTION A L C10 must equal C11 SECTION A B16 must
26. Represents the name of the reporting period chosen 5 27 2011 Page 70 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual i from the Select Period screen Submission Due Date Represents the due date of the filing Purpose Represents the name of the filing purpose chosen from the Select Purpose screen Extension Request Date Represents the date that was entered from the Select Purpose screen Extension Request Represents the explanation that was entered from the Explanation Select Purpose screen Cancel button Click this button to cancel the current operation and return to the Workbench screen Back button Click this button to go back to the Select Purpose screen Create Filing button Click this button to create the filing and navigate to the Filing Creation screen TO CREATE A FILING To create a filing perform the following steps e From the Workbench screen select the Create New Filing link e From the Create New Filing screen click the Next button to navigate to the Select Entity Type screen e Select an entity type See To Select an Entity Type e Select an entity See To Select and Entity e Select a module See To Select a Module e Select an event See To Select an Event e Select a reporting period See To Select a Reporting Period e Request an extension This is optional On
27. Screen Select Module Screen Select Period Screen Y Select Event Screen Filing Created Screen Add Red Add Other Required Filer Company Search Screen Y Company Results Screen Contact Information Review Filing y Submissions Screen goa SEN Add Company Required Filer Screen Screen Filing Contact DCAM Contact Information Information Screen Screen Filing Filing P Component List Filing Component a Add Upload File Screen Screen Screen ge Past Filing Filing Submitted Suapmissions Screen Screen 5 27 2011 Page 7 of 76 Version 1 02 DCAM User Manual vil 03 FINAL _20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual INDUSTRY PORTAL MAIN MENU The Industry Portal I Portal main menu screen allows for access into the various systems with the Office of Insurance Regulation Industry Portal One of these systems is the Data Collection and Analysis Modules DCAM What would you like to do v FLORIDA OFFICE OF INSURANCE REGULATION g FILE Welcome to the Industry Portal Welcome to the Florida Office of Insurance Regulation Industry Portal The Industry Portal is a convenient single point of entry to access the Filing Assembly and Submission System online Rate Collection Systems Quarterly IMPORTANT NOTICES Submission Reports and ot
28. TE FARM FIRE AND CASUALTY COMPANY 370533080 25143 0176 01780 STATE FARM FLORIDA INSURANCE COMPANY 364261774 10739 0176 03462 STATE FARM GENERAL INSURANCE COMPANY 370815476 25151 0176 01781 STATE FARM LIFE INSURANCE COMPANY 370533090 69108 0176 05570 STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY 370533100 25178 0176 09785 STATE LIFE INSURANCE COMPANY 350684263 69116 06310 STATE MUTUAL INSURANCE COMPANY 581449898 69132 06320 STATE NATIONAL INSURANCE COMPANY INC 751980552 12831 0093 02867 STATES GENERAL LIFE INSURANCE COMPANY 750878926 69175 0958 05538 STATESMAN NATIONAL LIFE INSURANCE COMPANY 741478034 69183 loseoa lt Previous 50 Next 50 gt Records 1 to 19 of 19 Common Tasks Company Search Click this link to navigate to the Workbench screen Click this link to navigate to the Contact Information screen Workbench Contact Information Screen Elements Click this link to navigate to the Entity Setup screen lt Previous 50 Click this link to display the previous set of 50 companies Next 50 gt Click this link to display the next set of 50 companies 5 27 2011 Page 20 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Company Name Represents the name of the co
29. User Manual will be disabled and will read FILE OFFLINE filename pdf Size in KB Represents the size of the uploaded file The size is displayed in kilobytes Date Uploaded Represents the date the file was uploaded Action Represents the Delete action link Click the Delete link to delete an uploaded file NOTE If the current filing was already submitted then the Delete link will be disabled Restore button Click this button to restore the files that are OFFLINE for the filing component Back button Click this button to navigate back to the Filing Component List screen TO DELETE AN UPLOADED FILE To delete an uploaded file perform the following steps e Open filing from the Workbench screen e From the Filing Component List screen select the filing component containing the uploaded file you wish to delete e From the Filing Component screen click the Delete link next to the file to delete e A confirmation message appears to the user Are you sure you want to delete this uploaded file e Click the OK button to delete the file or click the Cancel button to cancel the operation TO RESTORE OFFLINE FILES Over time files uploaded to our server will need to be purged to free up disk space To accomplish this the files associated with processed filings will be archived after a period of time So if you are reviewing old filings and need to view a specific file odds are that file is offline and wi
30. You will use your Industry Portal account name i e email address and password to authenticate into DCAM FLORIDA OFFICE OF INSURANCE REGULATION I PORTAL HELP CONTACT ACCOUNT LOG OUT Data Collection and Analysis Modules Logon Create Account P Please login below using your existing I Portal account to begin a session For first time users click the Create Account Retrieve Password link in the common tasks section to the left User Name Password Contact Us Office of Insurance Regulation s Long Range Program Plan Florida Department of Financial Services 200 East Gaines Street Tallahassee FL 32399 850 413 3140 Common Tasks Click this link to navigate to the Help files Create Account Click this link to navigate to the Industry Portal Account Creation screen Retrieve Password Click this link to navigate to the Industry Portal Retrieve Password screen Screen Elements User Name Enter your Industry Portal user name email address into this field Password Enter your password into this field Logon button Click this button to authenticate the user and navigate to the Workbench screen TO LOGON INTO THE SYSTEM To logon to the application perform the following steps 5 27 2011 Page 9 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGUL
31. age 50 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual NUMBER TYPE QUESTION 6 Please provide a percent estimate for the expected increase decrease in policies during the w upcoming hurricane season 7 Based on the required options switches indicated for the PML Information Sheet entitled required model to what level did the Company purchase tts Ir reinsurance coverage for the first event 1 in NNN year event 6 Based on the required options switches indicated for the PML Information Sheet entitled required model what is the Company s net retention O f assuming a 1 in 100 year event This amount should match the Reinsurance Structure Chart submitted as part of this filing Number type questions may be percentage currency or normal number There may be a maximum and or minimum amount allowed for the response If the response is not within the required range an error message like the one below will be displayed Maximum allowable response is 100 There may be a maximum number of decimal places allowed for the response If the response has too many digits after the decimal place an error message like the one below will be displayed Response must have no more than 2 digits after decimal point DATE TYPE QUESTION 4 What is the as of date for the policy count used in th
32. ata Collection and Analysis Modules Workbench Filing Creation Review Submissions The information displayed below summarizes the type of filing you have created on your Workbench but have not Set yet submitted Please return to your Workbench and using the Work Unit Number provided below complete the ee filing prior to the Submission Due Date listed below Work Unit Number W11 03169 Entity Type Company Entity GEICO GENERAL INSURANCE COMPANY Module P amp C Special Data Call Event PIP Data Call Period 2011 PIP Data Call 2006 2010 Submission Due Date 02 22 2011 Purpose Data If the information displayed above is not correct you may return to your Workbench delete this filing and begin the filing creation process again Return To Workbench Common Tasks Workbench Click this link to navigate to the Workbench screen Review Submissions Click this link to navigate to the Review Submissions screen Click this link to navigate to the Entity Setup screen Screen Elements Work Unit Number Represents the newly assigned Work Unit Number for the filing just created Entity Type Represents the name of the entity type for the filing just created Entity Represents the name of the entity for the filing just created Module Represents the name of the module for the filing just created Event Represents the name of the event for the filing just created 5 27 2011 Page 73 of 7
33. ating here Return Button Clicking this button will return to the Filing Component List without saving the survey component Save and Return Button Clicking this button will save the survey component If the save is successful the user will be returned to the Filing Component List Save Button Clicking this button will save the survey component and return the user to the survey component NOTE If the survey is saved successfully when clicking the Save Button you will get one of the two following informational messages depending on if the survey is complete A survey is considered completed when all required questions are completed successfully i Incomplete survey saved successfully 1 Completed survey saved successfully Please click Filing Component Jj List to the left to return to the Filing Component List TEXT TYPE QUESTION 31 In addition to traditional reinsurance did the mechanisms 32 If so please explain the alternative risk transfer mechanisms used and the impact on the company s catastrophe program Otherwise enter N A if answer to previous question was No Text type questions may be single or multiple lines Each question will have a maximum number of characters that may be entered If the maximum number of characters is exceeded an error message like the one below will be displayed Response too long Maximum allowed length is 50 Current response is 50 characters long 5 27 2011 P
34. ct Email Address Represents the email address of the contact Screen Elements Phone Phone Number Represents the phone number of the contact Phone Extension Represents the phone number extension of the contact Fax Number Represents the fax number of the contact Screen Elements Address Street Represents the street address of the contact Optional Street Represents the optional street address of the contact City Represents the city of the contact State Represents the state of the contact ZIP Postal Code Represents the zip postal code of the contact Country Represents the country of the contact Done button Click this button to navigate to the Entity Setup screen Use I Portal Account Click this button to use your Industry Portal account Information button information Save button Click this button to save your contact information To ADD UPDATE DCAM CONTACT INFORMATION To add or update DCAM contact information perform the following steps e From the Entity Setup screen select the Contact Information link e The DCAM Contact Information screen displays containing personal phone and address related contact information e Fill out the required fields manually or click the Use I Portal Account Information button to use your Industry Portal account information e Click the Save button e A confirmation message appears Are you sure you want to save changes e Click the OK button to save changes or
35. d the Date and Explanation fields will appear e Enter a valid date format mm dd yyyy or select the date from the date picker button located next to the Date field e Enter an explanation as to why you are requesting the extension e Click the Next button to save the extension request date and explanation and navigate to the Filing Creation Verification screen NOTE If you did not enter an extension date you will get the following error message Required fields are missing The Extension Date must not be empty If you did not enter an explanation you will get the following error message x Required fields are missing The Extension Explanation must not be empty If you did not enter an extension date that was within X calendar days you will get the following error message amp 3 The extension date must be within X calendar day s from today s l date 5 27 2011 Page 68 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual The Extension Date is invalid please enter a date in the format mm dd yyyy 5 27 2011 Page 69 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual FILING CREATION VERIFICATION The Filing Creation Verification screen provides a summary o
36. e Final PML Information Sheet entitled required I model Date type questions must be answered with a response in the format of MM DD YYYY If the response entered is not in this format an error message like the one below will be displayed Friday is not a valid date There may be a minimum and or maximum date allowed for the response If the response is not within this date range an error message like the one below will be displayed Please enter a date after 04 01 2011 5 27 2011 Page 51 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual YES NO TYPE QUESTION 30 In addition to traditional reinsurance did the company use any alternative risk transfer Ces No mechanisms 31 Has the Company assigned any payments that would be due from the Florida Hurricane Catastrophe Fund to any insurer reinsurer or any Oves ONo Ona other party Yes No type questions are answered by selecting the proper radio button There may or may not be a N A option CHOICE TYPE QUESTION 5 Does the Company expect policies covered by tts catastrophe program to increase or decrease O INCREASE during the upcoming hurricane season DECREASE STAY THE SAME 6 Does the Company expect policies covered by its catastrophe program to increase or decrease during the upcoming hurricane season INCREASE D
37. e current filing Filing Status Represents the current status of the current filing Submission Status Represents the current status of the current filing Submission Extension Request link If an extension was requested for the current filing this field will appear with a Show link Screen Elements Extension Request Information Extension Request link If an extension was requested for the current filing this field will appear with a Hide link Requested Date Represents the requested extension date Granted Date Represents the granted extension date This field will appear when the extension request is no longer under review Explanation Represents the explanation made by the filer as to the reason for the extension request Status Represents the current extension request status Possible values are Under Review Granted Granted Amended and Denied Status Comments Represents the comments made by the Office This field will appear when the extension request is no 5 27 2011 Page 37 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual View Edit Filing Contact Clicking this link will display the Contact Information Information link screen See To View Edit DCAM Contact Information NOTE If the filing was opened from the Review Submissions screen the link will be labeled View Filing
38. e current selection and navigate to the Select Period screen NOTE If you did not select an event you will get the following error message 6 An event must be selected from the list 5 27 2011 Page 63 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual SELECT PERIOD The Select Period screen provides the user a list of reporting periods to choose from when creating a new filing I PORTAL HELP CONTACT ACCOUNT LOG OUT Data Collection and Analysis Modules Workbench Select Period Entity Type Company Entity GEICO GENERAL INSURANCE COMPANY Module P amp C Special Data Call Event PIP Data Call Review Submissions Setup To choose a period select an item from the list below then click Next to continue Please pay particular attention to the submission Due Date indicated in the grid below to avoid possible referral to Market Investigations RRC RRE 2011 PIP Data Call 2006 2010 Personal Injury Protection for Scope period 2006 through 2010 02 22 2011 Common Tasks Workbench Click this link to navigate to the Workbench screen Review Submissions Click this link to navigate to the Review Submissions screen Click this link to navigate to the Entity Setup screen Screen Elements Entity Type Represents the name of the entity type chosen from the Select
39. ench Click this link to navigate to the Workbench screen Click this link to navigate to the Create New Filing screen Create New Filing Click this link to navigate to the Entity Setup screen Screen Elements Data tab Click this link to refresh the contents of the review submissions list displaying all filings with a purpose of Data No Data tab Click this link to refresh the contents of the review 5 27 2011 Page 33 of 76 DCAM User Manual vil O3 FINAL_20110527 docx Version 1 02 Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Submissions list displaying all filings with a purpose of No Data Informational tab Click this link to refresh the contents of the review Submissions list displaying all filings with a purpose of Informational Export To Excel Click this button to export all filing data seen in the workbench to Microsoft Excel See To Export the Filing List Work Unit Num Represents the work unit number assigned to the filing Clicking on the Work Unit Number link will display the Filing Component List screen in read only mode Entity Name Represents the name of the entity associated with the filing Module Represents the name of the module associated with the filing Status Represents the current status of the submitted filing Possible valued are Under Review or final action status displayed in all caps i e ACCEPTED Status as of Repr
40. entities listed below please click the corresponding Add button to add a new entity Contact Information Companies The list below represents all entities pre registered with the Office of Insurance Regulation To add additional pre registered entities click the Add Company button Company Name FEIN FL Co Code NAIC Co Code NAIC Grp Code Status BLUE CROSS amp BLUE SHIELD OF FLORIDA INC 592015694 06020 98167 CITIZENS PROPERTY INSURANCE CORPORATION 593164851 99042 10064 CO GEICO GENERAL INSURANCE COMPANY SE 35882 Other Required Filers The list below represents other entities required to file with the Office of Insurance Regulation To add additional entities of this type click the Add Other Required Filer button Entity Name License Number Type O John Smith 001 3343EF 7922F Individual PLCR Only Sample Gear Enitity N A Entity GEAR Only Add Other Required Filer Common Tasks Workbench Click this link to navigate to the Workbench screen Contact Information Click this link to navigate to the Contact Information screen Screen Elements Companies Company Name The name of the company The federal employer identification number of the company 5 27 2011 Page 11 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual
41. error message 6 Required fields are missing The first name must not be empty If you did not enter your last name you will get the following error message 5 27 2011 Page 17 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual x Required fields are missing The last name must not be empty If you did not enter your email address you will get the following error message X Required fields are missing The email address must not be empty If you did not enter your phone number you will get the following error message 6 Required fields are missing The phone number must not be empty If you did not enter your street address you will get the following error message Required fields are missing The address must not be empty If you did not enter your city you will get the following error message Required fields are missing The city must not be empty If you did not enter your state you will get the following error message Required fields are missing The state must not be empty If you did not enter your zip code you will get the following error message Required fields are missing The zip code must not be empty If you did not enter your country you will get the following error message Required fields are missing The country must not be empty 5 2
42. esents the date of the Status above File Log Num Represents the File Log Number assigned by the Office used to identify the filing during review TO SORT THE FILING LIST You can sort the filings in your review submissions list based on each column By clicking on the column you will toggle between sorting in ascending and descending order To sort the list of filings perform the following steps e From the Review Submissions screen click the respective column header link in which to sort Work Unit Number Entity Name Module Status Status as of or File Log Num e The filing list is refreshed based on the column selected To sort the same column but in the opposite sort order simply click the same column header again TO VIEW THE NEXT SET OF FILINGS The review submissions list is configured to display only 20 filings at a time If there are more than 20 filings at any point then you will need to page through the set of filings To view the next set of filings perform the following steps 5 27 2011 Page 34 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual e From the Review Submissions screen there will be a list of page number links at the bottom of the request list 1 2 3 e Click the desired page number to view the corresponding set of filings TO EXPORT THE FILING LIST To export t
43. eview Submissions Company Company Other Required Filers Other Required Filers Common Tasks Workbench Click this link to navigate to the Workbench screen Click this link to navigate to the Review Submissions screen Click this link to navigate to the Entity Setup screen Screen Elements Select radio button Represents the button to select the entity type When an entity type is selected the entire row will be highlighted in yellow Represents the name of the entity type Represents the description of the entity type Cancel button Click this button to cancel the current operation and return to the Workbench screen Back button Click this button to go back to the Create New Filing screen Next button Click this button to save the current selection and navigate to the Select Entity screen TO SELECT AN ENTITY TYPE To select an entity type perform the following steps e From the Select Entity Type screen click the radio button next to the entity type you wish to choose The selected row will be highlighted in yellow 5 27 2011 Page 56 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual e Click the Next button to save the selection and navigate to the Select Entity screen NOTE If you did not select an entity type you will get the following error message x An en
44. f what was selected during the filing creation process prior to actually creating the filing It is here that the user will create the actual filing Data Collection and Analysis Modules Wokhenh Filing Creation Verification The information displayed below summarizes the type of filing you wish to create Review Submissions Setup Entity Type Company Entity GEICO GENERAL INSURANCE COMPANY Module P amp C Special Data Call Event PIP Data Call Period 2011 PIP Data Call 2006 2010 Submission Due Date 02 22 2011 Purpose Data Extension Request Information Date 6 15 2011 11 59 59 PM Explanation Extension reguest explanation goes here If you are confident that the information above is correct please click Create Filing to complete the filing creation process Otherwise click Cancel to start over or Sack to return to the previous screen Common Tasks Workbench Click this link to navigate to the Workbench screen Review Submissions Click this link to navigate to the Review Submissions screen Click this link to navigate to the Entity Setup screen Screen Elements Entity Type Represents the name of the entity type chosen from the Select Entity Type screen Entity Represents the name of the entity chosen from the Select Entity screen Module Represents the name of the module chosen from the Select Module screen Event Represents the name of the event chosen from the Select Event screen
45. fields and then click the Add Other Required Filer button Setup Type Individual PLCR Only First Name MI Last Name License Number FEIN SSN Reguired field Add Other Required Filer 5 27 2011 Page 24 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Type Entity Data Collection and Analysis Modules Add Other Required Filer Workbench Contact Information To add a required filer first click the Type from the list fill out the remaining fields and then click the Add Other Required Filer button Setup Type Entity PLCR Only iv Entity Name License Number FEIN SSN Reguired field Add Other Required Filer Common Tasks Workbench Click this link to navigate to the Workbench screen Contact Information Click this link to navigate to the Contact Information screen Setup Click this link to navigate to the Entity Setup screen Screen Elements Type Represents a dropdown list containing the other required filer types Individual PLCR Only Entity PLCR Only Individual GEAR Only e Entity GEAR Only First Name The first name of the other required filer Individual t
46. g a response filing If the field is empty then no comments were entered for this submission Screen Elements Submission Information Component Name Represents the name of the filing component Beneath the filing component name link is the component description Click the Component Name link to display the Filing Component screen Last Updated Date Represents the date that the component was last updated Status Represents the current status of the filing component Back button Click this button to navigate to the Filing Component List screen 5 27 2011 Page 48 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual FILING SURVEY COMPONENT The Filing Survey Component screen displays the list of survey questions associated with the current filing survey component I PORTAL HELP CONTACT ACCOUNT LOG OUT Data Collection and Analysis Modules Workbench Filing Survey Component Filing Component List Component Name ARDC Survey Part II 1 What was the Company s Florida policy count for all coverage to be reinsured under its Catastrophe program on May 31 2011 How many policies are indicated on the Final PML Information Sheet entitled required model If the Company used anything other than a current data set in the Final PML Information Sheet entitled required model please p
47. he filing information to Microsoft Excel please perform the following steps e From the Review Submissions screen click the Data No Data tab for the list of filings you would like to export e Click the Export To Excel link and a window displays prompting you to Open or Save the Excel document 5 27 2011 Page 35 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual FILING COMPONENT LIST The Filing Component List screen contains all the information for a filing that was opened from the Workbench or Review Submissions screens If the filing was opened from the Workbench then it will be in edit mode If the filing was opened from the Review Submissions screen then the filing will be displayed in read only mode Data Collection and Analysis Modules Workbench Filing Component List Review Submissions 7 7 NOTE All the components in the filing are complete but the filing has not been Setup submitted to the Office of Insurance Regulation Please click the Submit button to submit the filing Work Unit Number V11 03154 Entity Name GEICO GENERAL INSURANCE COMPANY Module SURV Create Date 04 20 2011 Event Survey Event Created By Mika Jon Period Period Test 2 Filing Status Not Submitted Due Date 06 01 2011 Submission Status Not Submitted Purpose Data View Edit Filing
48. he submitter describing the nature or purpose of the submitted information Explanatory Information Additional information from the submitter that explains a known discrepency in the submitted information Supporting Documentation Documentation from another source e g N amp 1C that supports the information being submitted Response to Request for Clarification formal reply from the submitter to a request from an internal analyst reviewer for additional information Other Information Documents Miscellaneous information or documents voluntarily provided by the submitting entity Common Tasks 6 27 2006 1 39 52 PM Complete 6 26 2008 1 35 08 PM Received 6 26 2008 1 24 05 PM 6 26 2008 1 26 31 PM 6 26 2008 1 30 08 PM 6 26 2008 1 30 08 PM 6 26 2008 1 30 08 PM 6 26 2008 1 30 08 PM 6 26 2008 1 30 08 PM Complete Complete Screen Elements Submission ID 5 27 2011 DCAM User Manual vil O3 FINAL_20110527 docx Submission Information Represents the Submission ID Page 47 of 76 Version 1 02 Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Submission Date Represents the Submission Date Submission Type Represents the Submission Type Original or Response Submission Status Represents the Submission Status Not Submitted Submitted or Received Analyst Comments Represents the comments supplied by the analyst durin
49. her related content Pick a Category OIR 2008 Filing and Compliance Symposium Materials Le Form amp Rate Filing Assembly and Submission I File Introductory User e Regulatory Electronic Filing System REFS Financial Related Filings Guide L amp H Data Reporting P amp C RCS Training and User SSS Data Collection and Analysis Modules DCAM I File Introductory User Guide P amp C Manual e QUASR Next Generation QUASRng ist Quarter 2009 Forward S QUASR Click here for FAQ s and Manual Filing Quarters 2002 through 2008 Set up an account a Office of Insurance Regulation Website Filing workbench Se Professional Liability Claims Workers Compensation Data Collection ep Update Contact Information What is the Industry Portal SS iApply Online Company Admissions Contact Us Office of Insurance Regulation s Long Range Program Plan Florida Department of Financial Services MyFlorida com 200 East Gaines Street Tallahassee FL 32399 850 413 3140 TO SELECT THE DCAM SYSTEM To select the DCAM application perform the following steps e Select the Data Collection and Analysis Modules DCAM link e The DCAM Logon screen appears 5 27 2011 Page 8 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual LOGON The Logon screen allows for access into the DCAM system
50. ing Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual e The Entity Setup screen displays and the list of other required filers appear in the Other Required Filers table e Select a required filer to delete The selected row will be highlighted in yellow e Click the Delete button e A confirmation message appears Are you sure you want to delete the selected record e Click the OK button to delete the record or the Cancel button to cancel the operation NOTE If you did not select a company you will get the following error message 3 An entity must be selected from the list 5 27 2011 Page 13 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual CONTACT INFORMATION The Contact Information screen allows the filer to manage their contact information This contact information can be either DCAM or Filing The DCAM Contact Information screen contains the main contact information and is accessible within the Entity Setup screen The DCAM contact information is copied to the filing when a filing is created The Filing Contact information is specific to the filing and can be modified after a filing is created by opening up the filing from your workbench and selecting View Edit Filing Contact Information link I PORTAL HELP CONTACT ACCOUNT LOG OUT Da
51. iod you will get the following error message X A period must be selected from the list 5 27 2011 Page 65 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual SELECT PURPOSE The Select Purpose screen provides the user a list of filing purposes to choose from when creating a new filing Data Collection and Analysis Modules Workbench Select Pu rpose Entity Type Company Entity GEICO GENERAL INSURANCE COMPANY Module P amp C Special Data Call Event PIP Data Call Period 2011 PIP Data Call 2006 2010 Submission Due Date 02 22 2011 Review Submissions Setup To choose a purpose select an item from the list below then click Next to continue Data Data filing means required reporting entity is required to file components that include data regardless of whether data was generated in the specified reporting period Extension Request Date 6 15 2011 The extension date must be within 30 calendar day s from today s date lt June 2011 gt Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 6 7 8 9 10 11 12 13 14 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Explanation limited to 1000 characters Common Tasks Workbench Click this link to navigate to the Workbench screen Review Submissions Click this link to navigate to
52. ks Workbench Click this link to navigate to the Workbench screen Review Submissions Click this link to navigate to the Review Submissions screen Setup Click this link to navigate to the Entity Setup screen Screen Elements Entity Type Represents the name of the entity type chosen from the Select Entity Type screen Entity Represents the name of the entity chosen from the Select Entity screen Module Represents the name of the module chosen from the Select Module screen Select radio button Represents the button to select the event When an event is selected the entire row will be highlighted in yellow Name This column represents the name of the event Description This column represents the description of the event Cancel button Click this button to cancel the current operation and return to the Workbench screen Back button Click this button to go back to the Select Module 5 27 2011 Page 62 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Next button Click this button to save the current selection and navigate to the Select Period screen TO SELECT AN EVENT To select an event perform the following steps e From the Select Event screen click the radio button next to the event you wish to choose The selected row will be highlighted in yellow e Click the Next button to save th
53. ll need to be restored To restore offline files perform the following steps e Open filing from the Review Submissions screen e From the Filing Component List screen select the filing component containing the uploaded files you wish to restore e From the Filing Component screen click the Restore button e A confirmation message appears to the user Are you sure you want to restore the offline files 5 27 2011 Page 41 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual e Click the OK button to queue the files for restoration or click the Cancel button to cancel the operation NOTE If the files were successfully queued for restoration you will get the following informational message The files were successfully queued for restoration You will receive LA h Lj an email when the file s are restored 5 27 2011 Page 42 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual ADD UPLOAD FILE The Add Upload File screen allows the filer to select and upload a file to a filing component Depending on the filing and the filing component data may also be extracted from the file at the time it is being uploaded I PORTAL HELP CONTACT ACCOUNT LOG OUT
54. lot Site Vy CNN EE 63 ei EH ey d rie ai oes ces arse une EEE end sc sro 64 To Select a Reporting Period NENNEN ENEE 65 ELEL ial Og Bho EE 66 To celot a PUDO SO EE 67 TO Request an EXUCNSION EE 68 FILING CREA TION KAAROIeC WIR 70 TO Cleave a FING EE 7i PEET TE T a E E E E 73 APPLICATION AVAILABILII Y rcnrarannon aaa 75 E ON TE E EE 76 5 27 2011 Page 4 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual ABOUT THIS DOCUMENT WHO SHOULD USE THIS DOCUMENT This document is intended for all external users in I File who will be filing data reports and all analysts within the Office of Insurance Regulation that will be reviewing and approving these filings How TO USE THIS DOCUMENT TOPICS Each screen within this document is written in the following format Topic Name i e To Create a Filing Topic description goes here e Step 1 e Step 2 e Step 3 CONVENTIONS e Bold italics are used to reference user confirmation messages Example Are you sure you want to continue e All user error messages will be displayed with a red box containing specific error message text sample below X Error message goes here e All information messages will be displayed to the user as shown below i NOTE Information message goes here e All hyperlinks will be referenced in bold blue text exa
55. lting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual TO EXPORT THE FILING LIST To export the filing information to Microsoft Excel please perform the following steps e From the Workbench screen click the Data No Data or Informational tab for the list of filings you would like to export e Click the Export To Excel link and a window displays prompting you to Open or Save the Excel document 5 27 2011 Page 30 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual DELETE FILINGS The Delete Filings screen displays common task links as well as the list of Data and No Data filings that can be deleted Only original filings that have not been submitted can be deleted from the workbench Data Collection and Analysis Modules Workbench Delete Filings Create New Filing To delete filings in the list below select the filings to delete and click the Delete button Review Submissions sSWork Unit Num Entity Name Purpose Module Create Date Setup W11 03154 GEICO GENERAL INSURANCE COMPANY Data TESTMOD 04 20 2011 C w11 03167 GEICO GENERAL INSURANCE COMPANY Data TESTMOD 05 10 2011 Common Tasks Workbench Click this link to navigate to the Workbench screen Create New Filing Click this link to navigate to the Create New
56. ly request an extension if necessary See To Request an Extension e Select a purpose See To Select a Purpose e From the Filing Verification screen click the Create Filing button A confirmation window appears to the user Are you sure you want to create this filing e Click the OK button to create the filing and navigate to the Filing Creation screen or click the Cancel button to cancel the operation NOTE If a filing has already been created for the entity with the same module event and 5 27 2011 Page 71 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual period combination you will get the following error message 6 A filing with the selected criteria already exists for this entity If you have not entered your contact information into the DCAM Contact Information screen you will get the following error message 6 There is no contact information created for this account Please complete the Contact Information screen in Setup before filing 5 27 2011 Page 72 of 76 Version 1 02 DCAM User Manual_v1 02_FINAL_ 20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual FILING CREATION The Filing Creation screen provides a summary of the filing that was just created including the new Work Unit Number D
57. mpany Click this link to add the company by navigating to the Add Company screen FEIN Represents the federal employer identification number of the company NAIC Company Code Represents the NAIC company code of the company NAIC Group Code Represents the NAIC group code of the company Florida Company Code Represents the Florida company code of the company Cancel button Click this button cancel the Add Company operation and return to the Entity Setup screen Search Again button Click this button to return to the Company Search screen 5 27 2011 Page 21 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc Data Collection and Analysis Modules User Manual FLORIDA OFFICE OF INSURANCE REGULATION ADD COMPANY The Add Company screen displays the company information for the company that was selected in the Company Search Results screen I PORTAL HELP CONTACT ACCOUNT LOG OUT Common Tasks Workbench Contact Information Setup Data Collection and Analysis Modules Add Company Please verify the company information below To add this company to your account click Add Company button Company Name STATE AUTO NATIONAL INSURANCE COMPANY Company FEIN 311334827 NAIC Company Code 19530 NAIC Group Code 3478 Florida Company Code 03059 Common Tasks Workbench Contact Information Setup Screen Elements Company Name Company FEIN NAIC Company Code NAIC Group Code Fl
58. mple Start Over e All buttons will be referenced in bold and with brackets example Cancel e All references to other sections within this document will be underlined and in green text example See Workbench screen e Each Note in this document is written in the following format and highlighted within a grey box Note Enter note here 5 27 2011 Page 5 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual lt this page intentionally left blank gt 5 27 2011 Page 6 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF INSURANCE REGULATION Data Collection and Analysis Modules User Manual HIGH LEVEL PROCESS FLOW The high level process flow for DCAM is shown below l File Main Menu Screen Data Collection and Analysis Modules DCAM y Logon Screen Logout Workbench Screen d i Delete Filings Screen Workbench Help Files Review Submissions Create Filing Main Screen Create New Filing Select Entity Type Screen Select Purpose Screen Y Filing Creation Verification Screen Setup Main Screen Select Entity
59. ntains the explanation for the extension request This field is limited to 1000 characters Cancel button Click this button to cancel the current operation and return to the Workbench screen Back button Click this button to go back to the Select Period screen Next button Click this button to save the current selection and extension request information and navigate to the Filing Creation Verification screen TO SELECT A PURPOSE To select a purpose perform the following steps e From the Select Purpose screen click the radio button next to the purpose you wish to choose The selected row will be highlighted in yellow e Click the Next button to save the current selection and navigate to the Filing Creation Verification screen 5 27 2011 Page 67 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual NOTE If you did not select a purpose you will get the following error message A purpose must be selected from the list TO REQUEST AN EXTENSION To request an extension perform the following steps e From the Select Purpose screen click the radio button next to the purpose you wish to choose The selected row will be highlighted in yellow e If the selected purpose is configured to allow extension requests the Extension Request checkbox will become enabled e Check the Extension Request checkbox an
60. orida Company Code Cancel button Back button Add Company button 5 27 2011 DCAM User Manual vil O3 FINAL_20110527 docx Click this link to navigate to the Contact Information screen Click this link to navigate to the Entity Setup screen Represents the name of the company Represents the federal employer identification number of the company Represents the NAIC company code of the company Represents the NAIC group code of the company Represents the Florida company code of the company Click this button to cancel the add company operation and return to the Entity Setup screen Click this button to navigate back to the Company Search screen Click this button to add the company and navigate back to the Entity Setup screen Page 22 of 76 Version 1 02 Mika Consulting Inc Click this link to navigate to the Workbench screen FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual TO ADD A COMPANY To add a company perform the following steps e From the Entity Setup screen click the Add Company button e The Company Search screen displays e Enter search criteria in the fields provided e Click the Search button and the Company Search Results screen is displayed containing a list of companies matching your search criteria NOTE If you did not enter at least one search parameter you will get the following error message 6 Please provide at least one search
61. pe screen Select radio button Represents the button to select the entity When an entity is selected the entire row will be highlighted in yellow This column represents the name of the entity This column represents the description of the entity Cancel button Click this button to cancel the current operation and return to the Workbench screen Back button Click this button to go back to the Select Entity Type screen Next button Click this button to save the current selection and navigate to the Select Module screen 5 27 2011 Page 58 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual TO SELECT AN ENTITY To select an entity perform the following steps e From the Select Entity screen click the radio button next to the entity you wish to choose The selected row will be highlighted in yellow e Click the Next button to save the current selection and navigate to the Select Module screen NOTE If you did not select an entity you will get the following error message x An entity must be selected from the list 5 27 2011 Page 59 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual SELECT MODULE The Select Module screen provides the user a list of modules to choose f
62. r setup separated by purpose i e Data No Data and Informational tabs To view a submitted filing in read only mode simply click the work unit number associated with the poe filing Data 10 No Data 1 Informational 0 Export to Excel Work Unit Entity Name Module Status Status as File Log Num of Num W08 01000 GEICO GENERAL INSURANCE COMPANY Test Module ERROR 08 06 2008 08 16220 Submission wos 01001 BLUE CROSS amp BLUE SHIELD OF FLORIDA Long Term Care ERROR 08 18 2008 08 17429 INC Partnership Submission CITIZENS PROPERTY INSURANCE S W08 01262 CORPORATION Tropical Storm Fay 1 ACCEPTED 09 15 2008 08 19232 CITIZENS PROPERTY INSURANCE S W08 01826 CORPORATION Tropical Storm Fay 1 ACCEPTED 09 26 2008 08 20320 F BLUE CROSS amp BLUE SHIELD OF FLORIDA Long Term Care S W08 01929 INC Partnership EXEMPT 09 30 2008 08 20671 S CITIZENS PROPERTY INSURANCE b 7 W08 02272 CORPORATION Tropical Storm Fay 1 ACCEPTED 10 10 2008 08 21553 CITIZENS PROPERTY INSURANCE W08 02586 CORPORATION Tropical Storm Fay 1 ACCEPTED 10 27 2008 08 22906 W11 03102 GEICO GENERAL INSURANCE COMPANY MIKASURY Under Review 03 15 2011 11 50001 W11 03106 GEICO GENERAL INSURANCE COMPANY Test ARDC DCAM Prefix Under Review 03 18 2011 11 50006 S CITIZENS PROPERTY INSURANCE 7 W11 03132 CORPORATION GEAR_Testing_2011 Under Review 03 24 2011 11 50011 Records 1 to 10 of 10 Indicates filing for this entity was created by another user Common Tasks Workb
63. rom when creating a new filing I PORTAL HELP CONTACT ACCOUNT LOG OUT Data Collection and Analysis Modules Workbench Select Module Review Submissions Fany ee Company Entity GEICO GENERAL INSURANCE COMPANY Setup To choose a module select an item from the list below then click Next to continue P amp C Special Data Call Select this module to locate any current Property amp Casualty data calls that have been established as ad hoc or non recurring Test GEAR Module Set up for quarterly GEAR data collections in DCAM Common Tasks Workbench Click this link to navigate to the Workbench screen Review Submissions Click this link to navigate to the Review Submissions screen Setup Click this link to navigate to the Entity Setup screen Screen Elements Entity Type Represents the name of the entity type chosen from the Select Entity Type screen Entity Represents the name of the entity chosen from the Select Entity screen Select radio button Represents the button to select the module When a module is selected the entire row will be highlighted in yellow Name This column represents the name of the module Description This column represents the description of the module Cancel button Click this button to cancel the current operation and return to the Workbench screen Back button Click this button to go back to the Select Entity Type screen 5 27 2011 Page 60 of 76 Version
64. rovide an explanation What is the as of date for the policy count used in the Final PML Information Sheet entitled required model Does the Company expect policies covered by its catastrophe program to increase or decrease O INCREASE during the upcoming hurricane season DECREASE STAY THE SAME Does the Company expect policies covered by its catastrophe program to increase or decrease during the upcoming hurricane season Common Tasks Workbench Click this link to navigate to the Workbench Filing Component List Click this link to navigate to the Filing Component List Screen Elements Red Asterisk Displayed if an answer is required for a question Question Number 1 2 Represents the question to be answered etc Text Box Displayed for text type number type and date type questions Enter appropriate survey answer here Yes No Radio Buttons Displayed for yes no type questions Enter appropriate survey answer here Drop Down List May be displayed for choice type questions Select appropriate survey answer here 5 27 2011 Page 49 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Radio Button List May be displayed for choice type questions Select appropriate survey answer here Rating Matrix Displayed for rating type questions Select appropriate survey r
65. s the filer to review all past Submissions for the current filing This includes submission information and all files that were uploaded to the filing components for the original filing as well as all the response filings The submissions will appear with the most recent listed first 5 27 2011 Page 46 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF INSURANCE REGULATION Data Collection and Analysis Modules User Manual The information below represents all past submissions for this filing Each set contains submission information as well as the components submitted You can click the component name link to view the uploaded files Submission ID 1102 Submission Date Submission Type Response Submission Status Analyst Comments 6 27 2008 1 40 00 PM Received Comments go here Last Updated Cover Letter A brief introductory letter from the submitter describing the nature or purpose of the submitted information Submission ID 1081 Submission Date Submission Type Original Submission Status Analyst Comments More comments go here Last Updated CEDRA OIR DO 1661 Section 4 Large Data Extraction for Hurricane Loss Data Section A Pursuant to Rule 690 1427 015 1 FAC CEDRA OIR DO 1661 Section B Large Data Extraction for Hurricane Loss Data Section B Pursuant to Rule 690 147 015 1 Fac Lover Letter 4 amp brief introductory letter from t
66. s to delete by checking the box in the first column of the list e Click the Delete button A confirmation message appears to the user Are you sure you want to delete the selected filings e Click the OK button to delete the selected filings or click the Cancel button to cancel the operation NOTE If the filings were successfully deleted you will get the following message i The selected filings were successfully deleted If you did not select any filings to delete you will get the following error message X Please select one or more filings from the list below 5 27 2011 Page 32 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc Data Collection and Analysis Modules User Manual FLORIDA OFFICE OF INSURANCE REGULATION REVIEW SUBMISSIONS The Review Submissions screen displays common task links as well as the list of Data and No Data filings that have been created and submitted for all entities defined in the current user s entity setup This means that if a filing was created and submitted by a different user other than the current user having the same entity in their setup it will appear in the Review Submissions list However that filing will be highlighted in pink as shown below Data Collection and Analysis Modules Workbench Review Submissions Create New Filing The list below represents all submitted filings for all entities you have configured in you
67. ta Collection and Analysis Modules Workbench DCAM Contact Information Setup Use this page to enter the Contact Information Click Use account information to populate these fields with the information you entered when you initially set up your I Portal account Click Save to save your changes Personal First Name Jon MI G Last Name Mika i Entity Name Email Address jon mika fldfs com Phone Phone Number 480 206 3637 Phone Extension 1200 Fax Number 480 832 3637 Address Street 200 E Gaines Street Optional Street Suite 250 City Tallahassee State Florida e Z2IP Postal Code 22302 Country United States we Reguired field Common Tasks Workbench Click this link to navigate to the Workbench screen Setup Click this link to navigate to the Entity Setup screen Screen Elements Personal First Name Represents the first name of the contact MI Represents the middle initial of the contact 5 27 2011 Page 14 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Last Name Represents the last name of the contact Entity Name Represents the entity name of the conta
68. the Review Submissions screen Click this link to navigate to the Entity Setup screen Screen Elements Entity Type Represents the name of the entity type chosen from the Select Entity Type screen Entity Represents the name of the entity chosen from the 5 27 2011 Page 66 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual Module Represents the name of the module chosen from the Select Module screen Event Represents the name of the event chosen from the Select Event screen Period Represents the name of the reporting period chosen from the Select Period screen Submission Due Date Represents the due date of the filing Select radio button Represents the button to select the purpose When a purpose is selected the entire row will be highlighted in yellow This column represents the name of the purpose This column represents the description of the purpose Extension Request If this checkbox is enabled and checked the extension checkbox Date and Explanation fields will become visible Date Represents the extension date being requested The date must be entered in the format MM DD YYYY Date Picker Button Clicking this button will display a calendar screen in which the user can select a date When the date is selected it will appear in the Date field Explanation Represents a text box that co
69. tity type must be selected from the list 5 27 2011 Page 57 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual SELECT ENTITY The Select Entity screen provides the user a list of entities to choose from when creating a new filing The entities that appear are the list of entities the user added within their Setup The screen below shows a sample of the Select Company screen Data Collection and Analysis Modules Workbench Select Company Entity Type Company Review Submissions Setup To choose a company click on an item in the list below If you have no companies listed below please click Setup in the Common Tasks to add a new company entity to your workbench Otherwise click Next to continue D Company Name FEIN FL Co Code NAIC Co Code NAIC Grp Code BLUE CROSS amp BLUE SHIELD OF FLORIDA INC 592015694 06020 98167 ACTIVE CITIZENS PROPERTY INSURANCE CORPORATION 593164851 99042 10064 ACTIVE GEICO GENERAL INSURANCE COMPANY 751588101 01288 35882 0031 ACTIVE Common Tasks Workbench Click this link to navigate to the Workbench screen Click this link to navigate to the Review Submissions screen Click this link to navigate to the Entity Setup screen Screen Elements Entity Type Represents the name of the entity type chosen from the Select Entity Ty
70. ubmission ID 3256 Submission Status Submitted Submission Date 05 27 2011 Common Tasks Workbench Click this link to navigate to the Workbench screen Review Submissions Click this link to navigate to the Review Submissions screen Setup Click this link to navigate to the Entity Setup screen Screen Elements Return To Workbench Click this button to return back to the Workbench button screen TO SUBMIT A FILING To submit a filing perform the following steps e Open filing from the Workbench screen e From the Filing Component List screen ensure all filing components with a status of Incomplete are set to Complete See To Add Upload a File 5 27 2011 Page 53 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual e Verify the Filing Contact Information is correct See To Add Update Filing Contact Information e Click the Submit Filing button e A confirmation message appears to the user Are you sure you want to submit this filing e Click the OK button to submit the filing or click the Cancel button to cancel the operation NOTE If the filing was successfully submitted you will get the following informational message d Filing Work Unit Number was submitted successfully 5 27 2011 Page 54 of 76 Version 1 02 DCAM User Manual vil O3 FI
71. xtension was requested for the filing there will be a Extension Request field displaying the current status as well as a Show link 5 27 2011 Page 38 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual e Click the Show link and the extension request information table will appear below e To hide the extension request information simply click the Hide link within the Extension Request Information table 5 27 2011 Page 39 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual FILING COMPONENT The Filing Component screen displays the list of uploaded files associated with the current filing submission Data Collection and Analysis Modules Filing Component Addi Upload File Download Template The list below represents the files uploaded for this filing submission 1 To add upload a file click the Add Upload File link in the Common Tasks section 2 To download the template to be used to fill out click the Download Template link in the Common Tasks section NOTE Not all components have a template to download If they do the Download Template link will appear below the Add Upload File link 3 To view an uploaded file click the file name link in the
72. y Name Represents the name of the entity associated with the filing Module Represents the name of the module associated with the filing Period Represents the name of the period associated with the filing Event Represents the name of the event associated with the filing Due Date Represents the date the filing is due to the Office TO SORT THE FILING LIST You can sort the list of filings on your workbench based on each column By clicking on the column you will toggle between sorting in ascending and descending order To sort the list of filings perform the following steps e From the Workbench screen click the respective column header link in which to sort Work Unit Num Entity Name Module Event Period or Create Date e The filing list is refreshed based on the column selected To sort the same column but in the opposite sort order simply click the same column header again TO VIEW THE NEXT SET OF FILINGS The workbench is configured to display only 20 filings at a time If there are more than 20 filings at any point then you will need to page through the set of filings To view the next set of filings perform the following steps e From the Workbench screen there will be a list of page number links at the bottom of the request list 1 2 3 e Click the desired page number to view the corresponding set of filings 5 27 2011 Page 29 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consu
73. ypes only MI The middle initial of the other required filer Individual types only Last Name The last name of the other required filer Individual types only Entity Name The entity name of the other required filer Entity types only The license number of the other required filer All types 5 27 2011 Page 25 of 76 Version 1 02 DCAM User Manual vil O3 FINAL_20110527 docx Mika Consulting Inc FLORIDA OFFICE OF Data Collection and Analysis Modules INSURANCE REGULATION User Manual FEIN SSN The FEIN SSN of the other required filer All types Done button Click this button to navigate back to the Entity Setup screen Add Other Required Filer Click this button to add the company and navigate button back to the Entity Setup screen TO ADD AN OTHER REQUIRED FILER To add a required filer perform the following steps e From the Entity Setup screen click the Add Other Required Filer button to display the Other Required Filer screen e Select a Type from the dropdown list e If you have chosen an Individual type please enter the First Name and Last Name MI is optional e If you have chosen an Entity type please enter the Entity Name e Enter the License Number and FEIN SSN e Click the Add Other Required Filer button and a confirmation message will appear Are you sure you want to save changes e Click the OK button to save the required filer or click the Cancel button to cancel the operation

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