User Guide - IBC Public Assets
Contents
1. atistique d assuran Exhibit Production System Requesting Company Publications User Guide Version 1 02 July 2012 EPS Request Company Publications User Guide Revision History Document Section i Date Version Modified Modification May 2012 PROD 1 0 Initial Document June 2012 PROD 1 01 B Modified screen shots and clarified application availability July 2012 PROD 1 02 Access control advice This material is intended to provide orientation and guidance to users accessing the Exhibit Production System EPS Due to ongoing enhancements the depictions of the online applications in this document may not be exact representations All rights reserved No part of this material may be reproduced in any material form or transmitted without the prior written permission of General Insurance Statistical Agency ii PROD RELEASE 1 02 EPS Request Company Publications User Guide Table of Contents De INTRODUCTION oaae a a a a a a aa 1 1 1 Overview of the Request Company Exhibits Process ____ 2222 1 1 2 Getting Started_____ 2 2 2 2 Browser Requirements __ 2 Application Availability _ 2 Obtaining Access M 2 Importance of Access Control 3 coggimo h e 3 2 REQUEST COMPANY EXHIBITS ____ LLL LLL 6 Request Company Exhibits Process Overview ____ 2 6 2 1 Request Company Exhibits List ___ 222 22 7 2 2 View and Download Company Exhibits___ 222 9 3 CONTACTING SUPPORT ___2. IBC is committed to providing superior customer service We provide full support to our clients through our various support teams e Data Quality Management e Helpdesk e Member Services For support please contact the IBC Helpdesk who can be reached by phone at 416 644 3100 or 1 800 761 6703 or by e mail to helpdesk ibc ca For further information visit IBC s website at www IBC ca 12 PROD RELEASE 1 02 EPS Request Company Publications User Guide APPENDIX A Browser Security Settings APPENDIX A BROWSER SECURITY SETTINGS Based on your browser security settings you may see an Information bar when you try to download a file to your computer The Information bar is the place where Internet Explorer displays information about security downloads blocked pop up windows and other activities It is located at the top of the webpage To help protect your security Internet Explorer blocked this site from downloading files to your computer Click here for options When you see a message in the Information bar click the message to see more information or to take action To stop the Information bar from blocking file and software downloads 1 Open Internet Explorer 2 Click the Tools button and then click Internet Options 3 Click the Security tab and then click Custom level 4 Turn off the Information bar for file downloads scroll to the Downloads section of the list and then under Automatic prompting for fi
3. when there are files that are available When request completed icon s will allow the downloading of the CSV dataset s See notes in about the downloading process Product Name Identifies the requested Product Display only Valuation Date Publication year and month of the ASP exhibit Display only Company or Companies Requested Displays the company or companies selected for processing Display only 10 PROD RELEASE 1 02 11 EPS Request Company Publications User Guide REQUEST COMPANY EXHIBITS No Content Description Links O Combined Displays whether the Display only selected companies are to be combined into a group or produced individually Q Lead Displays reporting Display only company to be placed on exhibit as the primary company 0 Requestor Displays user who Display only requested this exhibit 0 Request Date and time of the Display only Timestamp request Completion Date and time of the Display only Timestamp completion of the request Product Date the completed Display only Expiry Date request will expire and files deleted Delete Delete When available this allows you to delete completed requests prior to the expiration date PROD RELEASE 1 02 EPS Request Company Publications User Guide CONTACTING SUPPORT 3 CONTACTING SUPPORT Support services for GISA s ASP Portal are delivered by IBC
4. e for 60 days Please download and save locally in your system Ot Request TimeStamp _ Completion TimeStamp ending AUTOO0000 AB 2010 06 007 No ojzani SL Pending AUTOOOO2 ATL 2010 06 346 446 Yes 346 AUTO0000 AB 2010 06 007 No Pendi AUTO9503 AB 2010 06 106 No tts Pending AUTO 2010 06 105 No M Vujakovic 2011 09 13 13 23 44 Pen AUTO9503 AB 2010 06 088 No M Vujakovic 2011 09 13 13 23 44 Pending AUTO9503 AB 2010 06 073 No M Vujakovic 2011 09 13 13 23 44 2011 10 11 08 20 52 2011 10 10 13 51 04 View and Download Company Publications Table 2 Company Publications No Content Description Links Q PDF Displays icons when there Display only when are files that are available request is pending Displays Pending when Clicking on an icon will 9 PROD RELEASE 1 02 EPS Request Company Publications User Guide REQUEST COMPANY EXHIBITS No Content Description Links requests are in the queue for processing display a popup window asking Do you want to open or save this file Select Open to display the selected ASP exhibit publication Select Save to save the selected ASP exhibit locally Select Cancel to cancel access to the selected ASP exhibit Your browser security settings may require your permission to download the PDF files Please see APPENDIX A BROWSER SECURITY SETTINGS for further information Dataset Displays icons
5. es Individual company to determine whether to exhibits only available if combine selected more than one reporting companies into a single company is selected group or to produce each company in individual reports O Lead Identify primary Select reporting Company reporting Company company number to be displayed as the primary company where a grouped exhibit has been requested PROD RELEASE 1 02 EPS Request Company Publications User Guide REQUEST COMPANY EXHIBITS No Content Description Links O Submit Submission of Request Submits the request into the queue for processing At any point click the RESET button to refresh the screen 2 2 View and Download Company Exhibits The Company Exhibits screen provides access to the company ASP exhibits and supporting CSV formatted data files that have been requested by you Under the heading PDF you will see either the status of your request or a PDF file symbol indicating that the process has completed and the resultant PDF s and CSV files s are available for viewing and download There may be a delay Please note that the publication will remain online for retrieval for only a limited time Once expired you will have to request processing again Table 2 describes the information that you find numbered in the screenshot below Company Exhibits Product Expiry Date NOTE By Company Group Products are available on this sit
6. le downloads click Enable 5 Click OK click Yes to confirm that you want to make the change and then click OK again Note The GISA ASP Portal and the Product eLibrary are compatible with Microsoft Internet Explorer 7 0 and greater Earlier versions of Explorer and other browsers are not supported Appendix A 1 PROD RELEASE 1 00
7. on s prime production hours of availability are from 8 30 am to 4 30 pm ET on business days The application will remain available outside of the production hours but may be temporarily unavailable for system maintenance activities Notification will be provided if there are any interruptions during prime production hours Obtaining Access Access to GISA s web based ASP applications is managed through GISA s service provider Insurance Bureau of Canada IBC IBC s Communications department is responsible for assigning and terminating user IDs changing access privileges such as giving users access to application modules and company information resetting passwords and providing and tracking access request forms to enable IBC to manage a user s profile IBC s Communications department can be reached by phone at 416 362 2031 ext 4605 or 1 800 761 6703 or by e mail at memberservices ibc ca PROD RELEASE 1 02 EPS Requesting Company Publications User Guide INTRODUCTION Importance of Access Control Although access to GISA s web based ASP applications is managed by GISA s service provider IBC IBC is not responsible for ensuring that access privileges remain current Insurers who have requested access for its personnel or contracted workers must ensure that appropriate efforts are made to notify IBC of any access changes so that it can appropriately manage each user s profiles You as the insurer are responsible f
8. or maintaining the confidentiality of your assigned sign in details and are fully responsible for all activities that occur under your accounts GISA and IBC acting as GISA s service providers shall not be liable for any loss or damage arising from your failure to comply with this responsibility It is your sole responsibility to protect your user name and password and not share your password with any other people Accordingly you understand and agree that you shall be liable for any activity performed by any person using the Services under your user name and password until IBC is notified of change of access Please remember that access to your company s proprietary information may have been provided and authorized by you and that access to the GISA s web based ASP applications should be treated in a similar manner as you treat your in house access and security procedures If you have any questions or concerns IBC s Communications department can be reached by phone at 416 362 2031 ext 4605 or 1 800 761 6703 or by e mail at memberservices ibc ca Logging In You can access the GISA EPS Request Company Exhibits application via GISA s service provider Insurance Bureau of Canada at www portal ibc ca This URL will bring you to the Portal log in screen Log in to the Portal by entering the user ID and password provided by IBC and click on the LOG ON button The first time you log in you will be prompted to change the passwo
9. rd given to you by IBC PROD RELEASE 1 02 EPS Requesting Company Publications User Guide INTRODUCTION New passwords must Have a minimum of 7 and a maximum of 32 characters Contain characters from three of the following four groups uppercase letters A B C lowercase letters a b c numerals 1 2 3 symbols etc Not be the same as your five previous passwords e Not contain your name user ID or either of these spelled backwards Users will be locked out after attempting to log in three consecutive times with incorrect username password combinations To reset your access please see Contacting Support March 23 2012 Contact GISA jimsurance Statistica y Welcome to GISA s Portal x2 e PSS 6 serio Password 4 5 Ver Language English en CA ce EE Statisti e que d assura Forgot your password Need to register Click here Quick Links Other Portal Applications GISA ca Select Portal Application Data Quality Management Statistical services to GISA are provided by Insurance Bureau of Canada ASP Portal Log in Screen PROD RELEASE 1 02 EPS Requesting Company Publications User Guide INTRODUCTION The first time you log in you will be presented with an electronic Security Statement Please read it carefully and click on the ACCEPT button to access the application INFORMATION AND SYSTEM SECURITY STATEMENT In consideration of Insurance B
10. s LLL LLL LLL 12 APPENDIX A BROWSER SECURITY SETTINGS 1 iii PROD RELEASE 1 02 EPS Requesting Company Publications User Guide INTRODUCTION 1 INTRODUCTION 1 1 Overview of the Request Company Exhibits Process The Exhibit Production System EPS Request Company Exhibits application in the GISA Portal provides authorized individuals with on line access to the create individual or grouped reporting insurer ASP exhibits and supporting CSV formatted data files for their associated group of companies DISCLAIMER GISA and IBC reserve all rights to their respective published materials Materials are for internal use only and are not for resale Any reference to the materials must acknowledge the source as GISA or IBC as the case may be This applies to bulletins statistical plan guides edit rule documentation statistical exhibit report and electronic software and policy publications 1 PROD RELEASE 1 02 EPS Requesting Company Publications User Guide INTRODUCTION 1 2 Getting Started Browser Requirements The GISA EPS Request Company Exhibits application is available through the ASP Portal To access the Portal you must use a browser that supports 128 bit encryption The Portal and the EPS Request Company Exhibits application are compatible with Microsoft Internet Explorer 7 0 and greater Earlier versions of Explorer and other browsers are not supported Application Availability The EPS Request Company Exhibits applicati
11. ter viruses and destructive programs from entering into any of the computer and communication resources of Insurance Bureau of Canada 9 will not access alter destroy or copy any software or information relating to or stored in the computer facilities of the Insurance Bureau of Canada unless specifically authorized by Insurance Bureau of Canada 10 will take all reasonable steps to ensure the accuracy and completeness of the information provide to Insurance Bureau of Canada pertaining to the application s am authorized to use 11 will not collect use or disclose personal information held by or obtained from Insurance Bureau of Canada unless specifically authorized by Insurance Bureau of Canada have read and understand the security policies stated above and will comply with them understand that the failure to comply with the security policies may result in action by Insurance Bureau of Canada Done L Internet N R100 Security Statement PROD RELEASE 1 02 EPS Request Company Publications User Guide REQUEST COMPANY EXHIBITS 2 REQUEST COMPANY EXHI BI TS Request Company Exhibits Process Overview Authorized individuals for a company may request the production of ASP exhibits in the same format s as the industry publications for their own insurer or insurer group based on the reporting company numbers that the insurer reported data under theASP Log into GISA s ASP Portal to access the Request Compan
12. ts a Request Company Product Required Fields Valuation Date roduct Available Selected AUTO1005 AB AUTO AB AUTO7001 ATL AUTO7001 ON Company 003 Facility Association a Dai The Nordic Insurance Company of Canada Nipponkoa Insurance Company Limited The Dominion of Canada General Insurance Compal Federated Insurance Company of Canada Municipal Electric Association Reciprocal Josersnce E XYZ Test Company SL Combine Companies Lead Company System Messages Request Company Exhibits 7 PROD RELEASE 1 02 EPS Request Company Publications User Guide REQUEST COMPANY EXHIBITS Table 1 Request Company Exhibits No Content Description Links Q Valuation Publication year and This dropdown box Date month of the ASP exhibit allows the user to select from a list of available PITs Point in Time views for the Valuation Period desired for the exhibit 6 Product Available Products and This box displays and their applicable Rules allows the user to select the product rules that are available to produce exhibits by selecting and moving the products to the selected box by using the right facing chevrons Company List of Companies that the This box displays and authorized user has access allows the user to select to the reporting company numbers within their group O Combine Indicate Combined or Radio button selection Compani
13. ureau of Canada allowing my authorized access to its computer facilities understand and agree that 1 will not disclose to any person my User ID s as assigned by Insurance Bureau of Canada or my password s 2 will use only ID s or password s assigned to me 3 will not pre program any password s for automatic entry into any part of the computer facilities of Insurance Bureau of Canada 4 will use the computer facilities of Insurance Bureau of Canada and any software or other information relating to or contained in those facilities for the sole purpose of fulfilling my job duties or covenants set out in separate agreement s related to the computer application s which am authorized to use 5 will treat as confidential any information of Insurance Bureau of Canada and not disclose such information to any other party unless specifically authorized by Insurance Bureau of Canada or if such information is publicly available 6 will not to the best of my knowledge through the use of the computer facilities of Insurance Bureau of Canada infringe or violate the patent copyright license or proprietary right of any third party 7 will immediately advise Insurance Bureau of Canada of any misuse of the computer and communication resources the software or information relating to or contained in Insurance Bureau of Canada facilities of which become aware 8 will take all reasonable steps to prevent any pirated software compu
14. y Exhibits module via the Main Menu Once you select the Request Company Exhibits function within the GISA Exhibit eLibrary module the Request Company Exhibits screen will be displayed Follow the steps below to request the ASP exhibits and supporting CSV formatted data files You will need to provide your responses using the Request Company Exhibits function and Company Exhibits function 1 Select a publication from the Request Company Exhibits and provide the requested details on how you would like the exhibit to be produced For more information please see section 2 1 Request Company Exhibits List 2 View the provided details for the select ASP exhibits and supporting CSV formatted data file For more information please see section 2 2 View and Download Company Exhibits To obtain access to the All Industry Products function please see Obtaining Access 6 PROD RELEASE 1 02 EPS Request Company Publications User Guide REQUEST COMPANY EXHIBITS 2 1 Request Company Exhibits List The Request Company Exhibits screen provides a list the ASP exhibits and supporting CSV formatted data files that are comparable to those published to the industry but for your own company s or company group s data as reported under the ASP The available products are identified based on a similar name structure as those that are released on an industry level Table 1 describes the information that you find numbered in the screenshot below ibi
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