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ECF2: Claims Data Warehouse (CDW) User Guide

1. Category Set the number of objects max per page 100 Document List Display od cn a Fig 12 Amend to Folder view or number of items to view Select Browse Folder to amend landing screen to desired view The number of objects to be displayed in the Inbox will be defaulted to 100 Once this or the user preferred display is exceeded additional pages will be available Xchanging ma nspiring Innovation Home Document List Send To Help Preferences About Log Out m E New Add Organize Actions Search Content P M Title Ba My Favorites al l ECF004 DL6202 Incomplete Transactions for Lloyd s Carriers and XCS 01358 2011 08 18 19 25 04 18 Aug 2011 19 27 a Inbox al ECF004 DL6201 Incomplete Transactions for Company Carriers 01357 2011 08 18 19 25 04 18 Aug 2011 19 34 Fig 12 Pagination 10 6 Logging off InfoView Currently default internet settings will mean that a user has to select Log off 3 times before he is logged off the system This is because of non secure content In order to correct this the following setting needs to be changed In Internet explorer select Xchanging 2012 Confidential Document uncontrolled once printed Page 35 of 54 Tools Options Security Internet Select Display mixed content to select Enable Security Settings
2. ECF Workflow 005 for Company Market Carriers Transaction Cycle Times ECF Workflow 005 for Lloyd s Carriers 11 4 Xchanging ma Inspiring Innovation Description Factsheet describing the ECF003 reports that go to Brokers Factsheet describing the ECF003 reports that go to Lloyd s Carriers Factsheet describing the LREC reports that go to Lloyd s Carriers Factsheet describing the ECF002 reports that go to Market Associations Factsheet describing the ECF002 reports that go to Market Associations Factsheet describing the ECF002 reports that go to Market Associations Factsheet describing the ECF005 reports that go to Market Associations Factsheet describing the ECF005 reports that go to Brokers Factsheet describing the ECF005 reports that go to Company Market Carriers Factsheet describing the ECF005 reports that go to Lloyd s Carriers Queries and Issues If you have any queries regarding the report its delivery or for a password reset please contact Xchanging Service Centre Telephone 44 0 870 380 0830 E mail servicecentre xchanging com IMPORTANT Please be prepared to quote the DL number s of the relevant report s and attach screen shots where appropriate If notifying an issue by email please ensure it is clearly marked CDW so that it can be assigned rapidly to the correct team Xchanging 2012 Confidential Document uncontrolled once printed Page 38 of 54 Xchanging
3. Inspiring Innovation e 12 APPENDIX 1 CDW REGISTRATION FORMS See the following pages for the registration forms required to register for the reports The following 4 registration forms are available e Request for Broker View Reporting e Request for Syndicate Reporting e Request for Company Reporting e Request for Lloyd s or Association Reporting O Xchanging 2012 Confidential Document uncontrolled once printed Page 39 of 54 Xchanging ma Inspiring Innovation APPENDIX 1 1 REQUEST FOR BROKER VIEW REPORTING REGISTRATION FORM Request for Broker View ECF Reporting the Service NAME OF ORGANISATION THE ORGANISATION By completing and signing this form the Organisation agrees to receive the Service and the reports data extracts provided pursuant to the Service the Reports subject to the terms and conditions printed overleaf Please complete all relevant questions as any information missed will have to be queried Please only complete one form per CLASS Account Code or IMR Account ID 1 Please fill in your information below Name E mail Address 2 Please supply your CLASS or IMR login details Please note without a CLASS or IMR login we will be unable to supply you with access to the ECF Report Service any submissions without this information will be rejected back for completion CLASS Account Code or IMR Account ID CLASS User ID or IMR User Name 3 Please indicate which serv
4. as is Xchanging makes no representations or warranties of any kind express or implied including but not limited to warranties of accuracy of any information or data contained in the Reports satisfactory quality or fitness of use for a particular purpose and all such representations warranties or promises are hereby excluded to the fullest extent permissible by law 5 The Organisation acknowledges that the Reports and the data within the Reports are provided for internal use within the Organisation and any wholly owned subsidiary or parent thereof and Xchanging hereby grants the Organisation a non exclusive non transferable licence for these purposes The Organisation may not without the prior written permission of Xchanging provide the Reports or data within the Reports either in whole or in part to any third party by any means including electronic transmission and or hyperlinks The sale of Reports or the data within the Reports is strictly prohibited 6 Except as otherwise stated under no circumstances shall Xchanging be liable to the Organisation for any loss of profit whether direct or indirect or for any other direct indirect special exemplary incidental or consequential damages including without limitation any loss of data goodwill business or revenue or any damage to any information technology arising out of or in connection with the Service or Reports the data within the Reports or otherwise 7 Save for dea
5. Limited as appropriate for the purposes of these Terms together Xchanging will provide the Service to the Organisation 2 Xchanging will provide the Service to the Organisation from the date hereof until either a the Organisation or Xchanging gives to the other one month s notice of its desire to end the Service or b the Organisation or Xchanging breaches the terms hereof 3 The Reports will be issued in line with the service availability schedule detailed in the fact sheet for the Service 4 The Organisation agrees that the Reports are provided as is Xchanging makes no representations or warranties of any kind express or implied including but not limited to warranties of accuracy of any information or data contained in the Reports satisfactory quality or fitness of use for a particular purpose and all such representations warranties or promises are hereby excluded to the fullest extent permissible by law 5 The Organisation acknowledges that the Reports and the data within the Reports are provided for internal use within the Organisation and any wholly owned subsidiary or parent thereof and Xchanging hereby grants the Organisation a non exclusive non transferable licence for these purposes The Organisation may not without the prior written permission of Xchanging provide the Reports or data within the Reports either in whole or in part to any third party by any means including electronic transmission and
6. These Terms shall be governed by and construed in accordance with the laws of England and the parties hereby submit to the exclusive jurisdiction of the English courts Xchanging 2012 Confidential Document uncontrolled once printed Page 51 of 54 13 APPENDIX 2 REPORTS OVERVIEW Reports M F Report Name of Report Ref Lloyd s Non ECF Txn Details for Brokers DL5111 Lloyd s Non ECF Txn Details for Carriers DL6200 Xchanging 2012 Confidential Document uncontrolled once printed Xchanging ma Inspiring Innovation Frequency Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthl Monthl Monthly Monthly Weekly Weekly Weekly Weekly Weekly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthl Monthl Monthly Monthly Quarterly Quarterly Quarterly Quarterly Quarterly Recipient Type Organisation Carrier Organisation Broker Organisation Carrier Broker Broker Carrier Organisation Organisation Broker Carrier Carrier Carrier Broker Broker Organisation Organisation Organisation Broker Broker Broker Carrier Carrier Carrier Broker Broker Broker Carrier Carrier Carrier Carrier Carrier Carrier Carr
7. Xchanging ma inspiring Innovation ECF2 Claims Data Warehouse CDW User Guide Version 2 2 Issue Date 22 October 2012 Copyright Information Xchanging 2012 All rights reserved No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise without the prior permission of Xchanging Xchanging Confidential do not copy or forward on The document and the information it contains is restricted and the circulation list is controlled by the author who should be identified in the document Note only signed hard copies and electronic masters of documents will be controlled Any other copy may not be current Trademark Information Company product or brand names mentioned in this document may be the trademarks of their owners Xchanging 2011 Confidential Document uncontrolled once printed Page 1 of 54 Contents 1 INTRODUCTION cocina a a dido aaaeaii eaaa Elisa 5 1 1 Claims Data Warehouse CDW Product c cooocconoccconococoncccnoncncnnncnnnnccnnnnc conc cn nan n non cn narrar rca cnn 5 1 2 Document PULDOS Cisse micro 5 1 3 CDW CoOMpOnent icciiiccit AO ie 5 1 4 Report Coverage accio A Ata 7 1 5 Report DISTMIDIION oi a dai 7 1 6 Ad Hoc Process for retrieval of previous VErSiONS ooooconcncccnnccccccononnnononannna conan ca nonnn aca rnnnn ana nnnnnnr 7 2 COMPANIES VOLUMES ECF WORKFLOW
8. to any third party by any means including electronic transmission and or hyperlinks The sale of Reports or the data within the Reports is strictly prohibited Except as otherwise stated under no circumstances shall Xchanging be liable to the Organisation for any loss of profit whether direct or indirect or for any other direct indirect special exemplary incidental or consequential damages including without limitation any loss of data goodwill business or revenue or any damage to any information technology arising out of or in connection with the Service or Reports the data within the Reports or otherwise Save for death or injury caused by Xchanging s negligence where there shall be no limit on liability Xchanging s aggregate liability for any claims losses or damages arising out of any breach in contract or tort including negligence statute or otherwise herein shall in no circumstances exceed the service charge paid for the Service by the Organisation to Xchanging hereunder The Organisation agrees that the exclusions and limitations of liability in these Terms are reasonable having regard to the circumstances which are or ought reasonably to be known to or in the contemplation of the Organisation at the date hereof No party may enforce the Terms herein save for the Organisation or Xchanging 10 These Terms shall supersede any previous licence or terms pertaining to the provision of the Service and the Reports 11
9. As such the bespoke CDW configuration does not employ all functionality of the base application Some functions of the standard application are not available within the CDW package Xchanging Inspiring Innovation Home Document List Send To Log Out FX fed E New Add Organize Actions Search Content P 4 1 _Jof2 gt E All Title Sent ln My Favorites al l ECF004 DL6202 Incomplete Transactions for Lloyd s Carriers and XCS 01358 2011 08 18 19 25 04 18 Aug 2011 19 27 a Inbox al ECF004 DL6201 Incomplete Transactions for Company Carriers 01357 2011 08 18 19 25 04 18 Aug 2011 19 34 Fig 11 Help and Preferences Xchanging 2012 Confidential Document uncontrolled once printed Page 34 of 54 Xchanging ma nspiring Innovation Select the Preferences option to amend the default landing screen to the Inbox view or to amend the maximum number of items displayed The user may also change their password using the Change Password option Xchanging rspiring innovation Home Document List Send To Help Preferences About Log Out Y General InfoView StartPage Home O My Infoview O Inbox Folder cow Sate unspecified Browse Category m Dashboard unspecified Browse Dashboard InfoView Page Layout unspecified Browse Page Layout Document Navigation View O Folder
10. Content The reports will be scheduled to run monthly and will be available for download in either CSV Comma Separated Values PDF or Excel formats The following reports will be available to registered CDW users 4 1 1 Lloyd s Non ECF Transaction Details for Brokers DL5111 Provides a detailed list of all Lloyd s Non ECF claim transactions completed during the month being reported This information will provide the Brokers with an audit trail of all completed Non ECF claim transactions 4 1 2 Lloyd s Non ECF Transaction Details for Carriers DL6200 Provides a detailed list of all Lloyd s Non ECF claim transactions completed during the month being reported This information will provide the Carriers with an audit trail of all completed Non ECF claim transactions 4 2 Benefits The information provided will enable broking houses to determine whether they are processing claims on paper that could be presented via ECF The information provided will enable Lloyd s to determine whether organisations are processing claims on paper that could be presented via ECF The reports will enable individual Brokers to manage their implementation and use of the ECF system and will also provide an audit trail of all completed Non ECF claim transactions The reports will also enable individual Managing Agents to manage their implementation and use of the ECF system 4 3 Report Availability The reports are available to the followin
11. The purpose of this document is to describe the components implementation process and usage of Claims Data Warehouse CDW This document is not intended to duplicate information from the business design documents available at http www marketreform co uk index php o0ption com_ content amp view category amp id 91 amp ltemid 200 These documents provide the detailed service design of each report including the data requirements and report detail 1 3 CDW Components Separate fact sheets will be available for each of the following report groups in each report and functional differences between the original report version and the new version where applicable Please refer to Section 11 3 below for further information to obtain the fact sheets A high level overview of the differences between existing ECF reports and their direct replacements is available at Appendix 3 1 3 1 Companies Volumes ECF Workflow 001 Report This service will provide market participants with the volumes of Company market claims being presented and processed via the ECF system together with those still being Xchanging 2012 Confidential Document uncontrolled once printed Page 5 of 54 Xchanging ma Inspiring Innovation e processed on paper This service will provide the Market Associations Carriers and Brokers with summary volumes and details of all claim transactions that have been agreed by at least one Carrier during the reporting per
12. dans qtuzyarsshlcavetea A dyes N A E 21 7 2 BONOS lee t 21 7 3 Report Available ae ened 22 8 XCS ADDITIONAL DATA FOR LLOYDS LADD cococnccconocinoncnnnoncncnnnccnnncononnn cnn ca ranncnann cnn carac 23 8 1 COM Mision A ai 23 Xchanging Inspiring Innovation a O Xchanging 2012 Confidential Document uncontrolled once printed Page 2 of 54 Xchanging ma Inspiring Innovation a 8 2 A en e a a a R aa 23 8 3 Report Avala Dy siani N tect E N 23 8 4 Usage Nolasi uiaiia tii toldos 24 9 REGISTRATION PROCESS ioega aa a aa 26 9 1 Request for Broker View ECF Reporting cccccceceseeeeseeeseneeceeeeeeeeeeseaeeeseaeeseaeeseaeeeseaeesseeeesenees 26 9 2 Request for Syndicate ECF Reporting cccscceceeeeeeeeeeseeeeseneeeeeeeeeaeeesaeeseaeeseeeeseaeeeseeeeseaees 26 9 3 Request for Company ECF Reporting ccccccesseeceeeeeeeeeeseaeeseeeeeeeeseaeeeseaeeseaeeseieeeseaeeseeseeseaees 26 9 4 Request for Lloyd s or Association ECF Reporting cccceceseeceeeeceeeeeeeeeeeeeaeeseaeeseeaeeeseeeeenaees 26 9 5 Password Resol iaa 27 10 RECEIPT AND EXTRACT PROCESS oococcncccccocccconccconncnnnnnnnnnnnnnnncn ran n aasien rra aiaiai 28 10 15 Notificali n Eri call caia O a 28 10 2 Accessing the Portal Xchanging reports portal oocoonncccnnnnoccccnnnccccconanccnnonannnancnnnncancnnncannnnnnos 28 10 3 Displaying the TepOl aciicoiitin do 31 10 4 Saving the reporteiros onitan aa ia ali 32 10
13. during the reporting period for their Broker Number Detailed Lloyd s Transaction Information for Carriers DL6232 This report provides Carriers with details and cycle times for individual Lloyd s ECF transactions completed during the reporting period for their Carrier Number Detailed ILU Transaction Information for Carriers DL6233 This report provides Carriers with details and cycle times for individual ILU ECF transactions authorised during the reporting period for their Carrier Number Detailed LIRMA Transaction Information for Carriers DL6234 This report provides Carriers with details and cycle times for individual LIRMA ECF transactions authorised during the reporting period for their Carrier Number 6 2 Benefits The Broker and Carrier reports will enable Brokers and Carriers to understand their own claim adjusting workflow performance and compare this to the market average figures The information contained in the market average reports will enable market groups to analyse market performance and monitor trends 6 3 Report Availability The reports are available to the following recipients Report Recipients Average Transaction Cycle Times Lloyd s DL7571 Lloyd s LMA and LIIBA Average Transaction Cycle Times IUA DL7572 IUA and LIIBA DL5120 Average Lloyd s Transaction Cycle Times By Broker All Lloyd s Brokers Average ILU Transaction Cycle Times By Broker DL5121 All ILU Br
14. of fields Carrier Role now column C UMR now column D in Broker Report Page 53 of 54 ECF004 Changes to derivation of Queried By Next Action and Action Required by Broker and Action Required by Carrier fields On the Company reports Bulk header ransactions are now included bulk components are excluded Xchanging 2012 Confidential Outstanding Amount Qualifier Paid To Date Incurred Movement Leaders Reserve Carrier s response code Bureau Lead Response Code Date Other Agreement Response Code Date XCS Response Code Date Triage Category Lloyd s reports now include Delegated Lead Name and Query Reasons LCO1 market lines are now included Document uncontrolled once printed Print Sort codes Carrier Name Other Agreement Party Name and Bureau Leader Name are not included in the report Xchanging Inspiring Innovation a UMR UCR and TR are now in columns C D and E i e after Carrier Name UMR UCR and TR are in columns C D and E i e after Carrier Name Sequence Number has moved to Column F Page 54 of 54
15. on individual claim transactions will be reported Bottlenecks will be highlighted by the reports to enable Market Participants to improve their claims handling performance 1 3 6 Lloyd s claims reference and financials reconciliation LREC This service will provide Lloyd s Carriers with the ability to reconcile differences between ECF transactions and the related XCS CLASS transaction or SCM message content 1 3 7 XCS additional data for Lloyds LADD This service will provide Lloyd s Carriers with additional data that XCS captures during its technical processing but is not included in the SCM Xchanging 2012 Confidential Document uncontrolled once printed Page 6 of 54 Xchanging Inspiring Innovation a 1 4 Report Coverage CDW security follows the same rules as those used within the existing CLASS system i e the individual users are allowed to see claims that for the brokers or Carriers that are associated with their user Therefore the requirement at a high level is to produce reports targeted at Name Detail DL5 Broker reports Broker Account code and User ld as used in CLASS ECF systems is required to retrieve the data DL6 Carrier reports Carrier Account code and User ld as used in CLASS ECF systems is required to retrieve the data DL7 Organisational groups No Account code user id required as these organisations see all e g Lloyd s LIIBA LMA claims relevant to their mar
16. or hyperlinks The sale of Reports or the data within the Reports is strictly prohibited 6 Except as otherwise stated under no circumstances shall Xchanging be liable to the Organisation for any loss of profit whether direct or indirect or for any other direct indirect special exemplary incidental or consequential damages including without limitation any loss of data goodwill business or revenue or any damage to any information technology arising out of or in connection with the Service or Reports the data within the Reports or otherwise 7 Save for death or injury caused by Xchanging s negligence where there shall be no limit on liability Xchanging s aggregate liability for any claims losses or damages arising out of any breach in contract or tort including negligence statute or otherwise herein shall in no circumstances exceed the service charge paid for the Service by the Organisation to Xchanging hereunder 8 The Organisation agrees that the exclusions and limitations of liability in these Terms are reasonable having regard to the circumstances which are or ought reasonably to be known to or in the contemplation of the Organisation at the date hereof 9 No party may enforce the Terms herein save for the Organisation or Xchanging 10 These Terms shall supersede any previous licence or terms pertaining to the provision of the Service and the Reports 11 These Terms shall be governed by and construed in accordance with
17. report accurately on query type responses for transactions In Transition before this date These are reported accurately on claim transactions In Transition after this date LIRMA advices Until August 2012 LIRMA advices could not be completed until 10 days after circulation So a LIRMA transaction fully authorised a day after circulation waited until 10 working days had passed before being completed This resulted in some transactions appearing in the next months report On August 20 2012 this rule was removed and from that date LIRMA advices complete during the end of day batch once all carriers on the market have agreed the transaction Note There is no mainframe end of day processing run on bank holidays and Fridays This causes unallocated days to be included in the ECF005 reports as the transactions take longer to complete Xchanging 2012 Confidential Document uncontrolled once printed Page 19 of 54 Xchanging spiring Innovation e Occasionally the Saturday run is changed to a Friday date and market users will be notified of such changes On LIRMA ECFO005 reports the Days with Carrier Days with Lead and Days with Broker are not expected to total to the Days to Complete unless there is only one line on the market Each line on the report just gives information on this particular Carrier how long they took to agree and how long it took the Broker to answer this particular Carrier s q
18. the laws of England and the parties hereby submit to the exclusive jurisdiction of the English courts O Xchanging 2012 Confidential Document uncontrolled once printed Page 45 of 54 Xchanging Inspiring Innovation a APPENDIX 1 3 REQUEST FOR COMPANY REPORTING REGISTRATION FORM Request for Company ECF Reporting the Service NAME OF ORGANISATION THE ORGANISATION By completing and signing this form the Organisation agrees to receive the Service and the reports data extracts provided pursuant to the Service the Reports subject to the terms and conditions printed overleaf Please complete all relevant questions as any information missed will have to be queried Please only complete one form per CLASS Account Code or IMR Account ID 1 Please fill in your information below Name E mail Address 2 Please supply your CLASS or IMR login details Please note without a CLASS or IMR login we will be unable to supply you with access to the ECF Report Service any submissions without this information will be rejected back for completion CLASS Account Code or IMR Account ID CLASS User ID or IMR User Name 3 Please indicate which services you require ECF NUMBER REPORT DESCRIPTION FREQUENCY TICKBOX ECF001 Agreed Transactions Split by Broker Monthly O ECF001 Transaction Details for Carriers Monthly O ECF004 Incomplete Transactions for Company Carriers Weekly O ECF005 Average Cycle Times for IL
19. 001 REPORT oococinccccconcconnccconcncnnncnnancnnannnnanncnnanncnnnnos 9 2 1 A an eaa anani Deen thers aaa ANE Saa A AANE aeaa TEENAA Taaa EE Sanaa Ee 9 2 2 EN TICS sese O 10 2 3 Report Avana DUN meinata ARES ES ela eee ae edited ba E eee K 10 2 4 Usage Nol canasta T 10 3 LLOYD S VOLUMES ECF WORKFLOW 002 REPORT cccccceceeeeeeeeeeeeeeeeeeeeeeeeseeeeeeaeeeeeeee 11 3 1 A A ina dete O O ON 11 3 2 BOMOMItS PPP oU o oOooP PP E ctavee denver nbevees E dedi E R T 11 3 3 Report A vallabilit 2 cscs tastin a a rt 11 3 4 Usage Noli 12 4 LLOYD S NON ECF DETAILS ECF WORKFLOW 003 REPORT 0 cccccceeeeeeeeeeeseeeeeeeeeseneeees 13 4 1 COMEM seik aeai att 13 4 2 DOMO e EE A edad shale A dida 13 4 3 Repor Availability 0c3 2 65 ctv eccste s ESE a eee E E ESEE E EERE EEEE EE EAE OE EEEE phae 13 4 4 Usage NoteSsiccisedeten einen a a E TE AT E TA 13 5 INCOMPLETE TRANSACTIONS ECF WORKFLOW 004 REPORT ccceeeeeeeeeeeseteeteneeeeaes 15 5 1 Content tacts hie aiid he A da enn 15 5 2 BOING TIS OP ue datas ale O A A 15 5 3 Report AvallabDllY a TEE 15 5 4 Usage Nols cate lada 16 6 TRANSACTION CYCLE TIMES ECF WORKFLOW 005 REPORT cooooccccccccononcccnncccnncnnonncncancnnancnos 17 6 1 nn O ON 17 6 2 A ceed A A A A aeess 18 6 3 Report Avala DIY secsi E E iden 18 6 4 Wee E A ad 19 7 LLOYD S CLAIMS REFERENCE AND FINANCIALS RECONCILIATION LREC ceeeeee 21 7 1 A casa sctesvteadS sseasS
20. 38 All Lloyd s Carriers ECF2 LREC ECF to XCS Carrier Changes DL6241 All Lloyd s Carriers ECF2 LREC ECF to SCM DL6242 All Lloyd s Carriers Xchanging 2012 Confidential Document uncontrolled once printed Page 22 of 54 Xchanging Inspiring Innovation a 8 XCS ADDITIONAL DATA FOR LLOYDS LADD 8 1 Content The reports will be scheduled to run monthly The report will be available for download in either CSV Comma Separated Values PDF or Excel formats The following reports will be available to registered CDW users 8 1 1 DL6245 L3 1 ECF2 LADD Carrier Transaction Provide details of additional data that XCS captures during its technical processing but is not included in the SCM 8 1 2 DL6246 L3 2 ECF2 LADD Carrier Control by Month Provide aggregate summary of data in the Carrier Transactions report to allow recipients to ensure that their data is correct 8 1 3 DL6247 L3 3 ECF2 LADD Carrier Expert Monthly Movements Provide details of additional expert level data that XCS captures during its technical processing but is not included in the SCM 8 1 4 DL6248 L3 4 ECF2 LADD Certificates Provide details of certificate of insurance data that XCS captures during its technical processing but is not included in the SCM 8 2 Benefits DL6245 and DL6248 will replace the existing XML MSCE report that some people currently receive It will provide movement level data rather than mon
21. 5 User PreterGnCes rssi o ta 34 10 6 Logging OM NO Wise 35 11 CONTACT DETAILS AND SUPPORT ooooconocccnncnnonncoconnnonannnconnnnnnnnnnnnncnnnn rara r narran rra 37 11 4 FUnherinto Mal A ticos 37 11 2 Soren RESOLU OM estic dias 37 WLS Fact SA heed ee agape dads ah Faaa aaa Vaai Senta taaie aa 37 111 4 Queries and ISSUES iii ii a te 38 11 APPENDIX 1 CDW REGISTRATION FORMS ccccccoccccnoccconncnonnnnconnncnnncncannnnnnn coran cnn nc nn nn rencias 39 Appendix 1 1 Request for Broker View Reporting Registration form eseese 40 1 These Terms form the basis on which either Ins sure Services Limited or LPSO Limited or LPC Limited as appropriate for the purposes of these Terms together Xchanging will provide the Service to the OrGAMISALI OM a iia a pad 42 WM A a da 42 3 The Reports will be issued in line with the service availability schedule detailed in the fact sheet TOF the SOIVICO ias 42 Appendix 1 2 Request for Syndicate Reporting registration fOrM oooocnncconnccnnncccnonccnonanccnnccnancnnananarancnnnno 43 12 These Terms form the basis on which either Ins sure Services Limited or LPSO Limited or LPC Limited as appropriate for the purposes of these Terms together Xchanging will provide the Service t the Org OM ria dea 45 Wai a A ai e e 45 14 The Reports will be issued in line with the service availability schedule detailed in the fact sheet TOF the Servic CS artis 45 Appendix 1 3 Request for Com
22. ECF by Broker and by Carrier The detailed reports will provide an audit trail of transaction responses for Carriers and for Brokers 2 3 Report Availability The reports are available to the following recipients Report Recipients Overall Transaction Totals DL7519 IUA and LIIBA Summary Report of Agreed Responses Split by Broker DL6195 All ILU or LIRMA Carriers Summary Report of Agreed Responses Split by LIIBA Broker DL7520 Summary Report of Agreed Responses Split by All Brokers Carrier DL5106 Summary Report of Agreed Responses Split by iva Carrier DL7521 Detailed Transaction Information for Carriers DL6196 All ILU or LIRMA Carriers Detailed Transaction Information for Brokers DL5107 All Brokers 2 4 Usage Notes LIRMA advices Until August 2012 LIRMA advices could not be completed until 10 working days after they were circulated So a LIRMA transaction fully authorised a day after circulation waited until 10 working days had passed before being completed This resulted in some transactions appearing in the next months report On August 20 2012 this rule was removed and from that date LIRMA advices complete during the end of day batch once all carriers on the market have agreed the transaction Xchanging 2012 Confidential Document uncontrolled once printed Page 10 of 54 Xchanging Inspiring Innovation a 3 LLOYD S VOLUMES EC
23. ECF003 Lloyd s Non ECF Transaction Details for Carriers Monthly O ECF004 Incomplete Transactions for Lloyd s Carriers and XCS Weekly O ECF005 Average Cycle Times for Lloyd s Claims by Carrier Monthly O ECF005 Detailed Cycle Times for Lloyd s Claims by Carrier Monthly oO LADD ECF2 LADD Carrier Transaction Monthly O LADD ECF2 LADD Carrier Control by Month Monthly O O Xchanging 2012 Confidential Document uncontrolled once printed Page 43 of 54 Xchanging Inspiring Innovation e LADD ECF2 LADD Carrier Expert Monthly Movements Monthly O LADD ECF2 LADD Certificates Monthly O LREC L1 1 Lloyd s reconciliation ECF no XCS Input Quarterly oO LREC L1 2 Lloyd s reconciliation XCS no SCM Quarterly oO LREC L1 A Lloyd s reconciliation ECF to XCS mismatch Guarierly O detail LREC 11 7 Lloyd s reconciliation ECF to XCS Carrier ua O changes LREC L1 8 Lloyd s reconciliation ECF to SCM Quarterly oO Signed By Full Name For and on behalf of the Organisation Signature Position Date Please return to Business Intelligence Services Xchanging Walter Burke Way Chatham Maritime Chatham Kent ME4 4RQ or e mail business intelligence xchanging com Xchanging 2012 Confidential Document uncontrolled once printed Page 44 of 54 Xchanging Inspiring Innovation a TERMS AND CONDITIONS the Terms 1 These Terms form the basis on which either Ins sure Services Limited or LPSO Limited or LPC
24. F WORKFLOW 002 REPORT 3 1 Content The reports will be scheduled to run monthly and will be available for download in either CSV Comma Separated Values PDF or Excel formats The following reports will be available to registered CDW users 3 1 1 Broker Summary of Lloyd s Volumes Split by Carrier DL5108 Provides Brokers with a breakdown by Carrier of all Lloyd s ECF and Non ECF transactions processed under their Broker number that have been completed during the reporting period 3 1 2 Carrier Summary of Lloyd s Volumes Split by Broker DL6197 Provides Carriers with a breakdown by Broker of all Lloyd s ECF and Non ECF transactions on which they participate that have been completed during the reporting period 3 1 3 Summary of Lloyds Volumes Split by Broker DL7522 Provides totals of all Lloyd s ECF and Non ECF transactions that have been completed during the reporting period Separate transaction sub totals will be provided for ECF claims paper claims and claims in transition from paper to electronic processing The totals will be further split by new claims and pre existing claims and class of business e g Marine Non Marine and Aviation 3 1 4 Summary of Lloyds Volumes Split by Carrier DL7525 Provides totals of all Lloyd s ECF and Non ECF transactions that have been completed during the reporting period Separate transaction sub totals will be provided for ECF claims paper claims and claims in transition from paper to e
25. Intelligence 0 Fx El Document View 3 44 100 ui Jaer Navigation Map A 84001313 53715 Lloyd s ECF n ransaction le a HDR DL6229 times Carrier Feb 11 28 02 2011 04 08 2011 13 48 Averages VIC CARRIER NUMBER OF TRANSITION CARRIER NAME CODE TRANSACTIONS ROLE AGREE QUERIES RAISED INDICATOR ITRIAG MARKET SECTOR AVERAGE 2 Not Sp MARKET SECTOR AVERAGE 3 Standa MARKET SECTOR AVERAGE 3328 Comple MARKET SECTOR AVERAGE 10 CTP Cc MARKET SECTOR AVERAGE 19 CTP Mi MARKET SECTOR AVERAGE 1130 CTP St MARKET SECTOR AVERAGE 7004 Not Sp l gt EES E DL6229 Refresh Date August 3 2011 4 42 05 PM GMT 01 00 Fig 8 Report Detail The report is now available to print search specific data view or via the Document function to save the report locally as required Selecting the Close option in Document will return to the Inbox or Folder view 10 4 Saving the report Reports can be saved via the Document function for onward transmission The response time for saving a report will vary according to the report size and the bandwidth There are two menu options when it comes to saving reports to the local machine as below Save to my computer saves the entire document report and Save report to my computer saves the current Xchanging 2012 Confidential Document uncontrolled once printed Page 32 of 54 Xchanging ma Inspiring Innovation report report tab The former pe
26. MS AND CONDITIONS the Terms 1 These Terms form the basis on which either Ins sure Services Limited or LPSO Limited or LPC Limited as appropriate for the purposes of these Terms together Xchanging will provide the Service to the Organisation 2 Xchanging will provide the Service to the Organisation from the date hereof until either a the Organisation or Xchanging gives to the other one month s notice of its desire to end the Service or b the Organisation or Xchanging breaches the terms hereof 3 The Reports will be issued in line with the service availability schedule detailed in the fact sheet for the Service 4 The Organisation agrees that the Reports are provided as is Xchanging makes no representations or warranties of any kind express or implied including but not limited to warranties of accuracy of any information or data contained in the Reports satisfactory quality or fitness of use for a particular purpose and all such representations warranties or promises are hereby excluded to the fullest extent permissible by law 5 The Organisation acknowledges that the Reports and the data within the Reports are provided for internal use within the Organisation and any wholly owned subsidiary or parent thereof and Xchanging hereby grants the Organisation a non exclusive non transferable licence for these purposes The Organisation may not without the prior written permission of Xchanging provide the Rep
27. Settings Disable Enable Disable Enable Prompt Display mixed content Disable Prompt Disable Enable lt Allow Web pages to use restricted protocols for active Don t prompt for client certificate selection when no cel A A A E v gt Reset custom settings Reset to Medium v reser_ Fig 13 Log Off Settings O Xchanging 2012 Confidential Document uncontrolled once printed Xchanging Inspiring Innovation _ Page 36 of 54 Xchanging Inspiring Innovation e 11 CONTACT DETAILS AND SUPPORT 11 1 Further Information For further information please contact Business Intelligence Services Xchanging Walter Burke Way Chatham Maritime Chatham Kent ME4 4RQ Telephone 44 0 1634 887800 E mail business intelligence xchanging com 11 2 Screen Resolution Screen resolution of 1024 x 768 is recommended 11 3 Fact Sheets Factsheets have been created providing an overview of the reports functionality and a registration form see the table below These are available on the LMG Website at the following link http www marketreform co uk index php option com_content amp view category amp id 91 amp ltemid 200 Document Companies Volumes ECF Worklow 001 Broker Factsheet Companies Volumes ECF Worklow 001 Carrier Factsheet Companies Volumes ECF Workflow 001 Market Organisations Incomplete Tr
28. Type e State Code e DTI Code e Adjuster e Lawyer Xchanging 2012 Confidential Document uncontrolled once printed Page 24 of 54 Xchanging Inspiring Innovation e It is possible for a COR on the SCM to be closed but as there are more than one breakdown the claim is still open O Xchanging 2012 Confidential Document uncontrolled once printed Page 25 of 54 Xchanging Inspiring Innovation 9 REGISTRATION PROCESS To subscribe to any of the CDW reports detailed above please complete and return the service registration form to Business Intelligence Services Xchanging Walter Burke Way Chatham Maritime Chatham Kent ME4 4RQ Telephone 44 0 1634 887800 E mail business intelligence xchanging com The reports will be made available to the users in the Xchanging Reports Portal see information in the following section about this system All users except Lloyd s or the Associations must have a valid CLASS login If in doubt please contact your internal system administrator Organisations may need to create a new CLASS user A new user should in the first instance be created using the Xchanging Security Administration system within Casablanca The organisation s own Security Administrator should be able to perform this task If the user s only function is to view reports in the Xchanging Reports Portal then this user should be created with no FUNCTIONS i e no FUNCTIONS should be
29. U Claims by Carrier Monthly O ECF005 Average Cycle Times for LIRMA Claims by Carrier Monthly O Xchanging 2012 Confidential Document uncontrolled once printed Page 46 of 54 ECF005 Detailed Cycle Times for ILU Claims by Carrier ECF005 Detailed Cycle Times for LIRMA Claims by Carrier Signed By Full Name For and on behalf of the Organisation Signature Position Date Please return to Xchanging inspiring Innovation e Monthly O Monthly O Business Intelligence Services Xchanging Walter Burke Way Chatham Maritime Chatham Kent ME4 4RQ or e mail business intelligenceOxchanging com O Xchanging 2012 Confidential Document uncontrolled once printed Page 47 of 54 Xchanging Inspiring Innovation a TERMS AND CONDITIONS the Terms 1 These Terms form the basis on which either Ins sure Services Limited or LPSO Limited or LPC Limited as appropriate for the purposes of these Terms together Xchanging will provide the Service to the Organisation 2 Xchanging will provide the Service to the Organisation from the date hereof until either a the Organisation or Xchanging gives to the other one month s notice of its desire to end the Service or b the Organisation or Xchanging breaches the terms hereof 3 The Reports will be issued in line with the service availability schedule detailed in the fact sheet for the Service 4 The Organisation agrees that the Reports are provided
30. ansactions ECF Workflow 004 for Brokers Incomplete Transactions ECF Workflow 004 for IUA Carriers Incomplete Transactions ECF Workflow 004 for Lloyd s Carriers Incomplete Transactions ECF Workflow 004 for Market Groups Lloyd s Additional Details ECF LADD Xchanging 2012 Confidential Description Factsheet describing the ECF001 reports that go to Brokers Factsheet describing the ECF001 reports that go to Company Market Carriers Factsheet describing the ECF001 reports that go to Market Associations Factsheet describing the ECF004 reports that go to Brokers Factsheet describing the ECF004 reports that go to the Company Market Carriers Factsheet describing the ECF004 reports that go to the Lloyd s Carriers Factsheet describing the ECF004 reports that go to Market Associations Factsheet describing the LADD reports that go to Lloyd s Carriers Document uncontrolled once printed Page 37 of 54 Document Lloyd s Non ECF Details ECF Workflow 003 for Brokers Lloyd s Non ECF Details ECF Workflow 003 for Carriers Lloyd s Reconciliation Reports ECF LREC Lloyd s Volumes ECF Workflow 002 Market Associations Lloyd s Volumes ECF Workflow 002 for Brokers Lloyd s Volumes ECF Workflow 002 for Carriers Transaction Cycle Times ECF Workflow 005 Market Associations Transaction Cycle Times ECF Workflow 005 for Brokers Transaction Cycle Times
31. asionally this Saturday run is changed to a Friday and market users will be notified of such changes Transactions fully authorised on a Sunday will not go to complete until the Monday Also the process for running the batch end of day processing changes for bank holidays So transactions fully authorised on a Thursday before a Friday bank holiday will not go to complete until the Saturday Transactions fully authorised on a bank holiday Monday will not be completed until the Tuesday Similar changes will take place around Christmas holiday periods The process that updates XCS CLASS Lloyd s non ECF transactions to Completed status occasionally runs after midnight On these occasions the completion date of the non ECF transactions will be set to the next day If this happens on the last day of the month the transaction will be reported in the next month Additional Information regarding Closed Claims Closed CORs When XCS technicians enter data on XCS CLASS they break down the Broker entered transactions by Claims Office References named ORIGINATING PRIMARY CLAIM REFERENCE on the LADD reports to split the financial data The Claims Office Reference is captured on the Syndicate Claims Message There are a number of fields that may account for the division of the transactions e g one or more of the following fields will be different for each breakdowns involved e FIL Codes e Trust Fund Code e NAIC Code e Service
32. clicking the following link or pasting the link into your browser https ins xchanging corn bi If you have received this email in error please delete it and disregard the contents Generated by Xchanging Business Intelligence Services Any queries please contact Business Intelligence xchanging com or 01634 887800 This report is for your own internal business use only The sale or transfer of the reports or data therein is strictly prohibited Please contact Business Intelligence xchanging corn for full details of current terms and conditions Fig 1 Notification Email Select the hyperlink above to be taken to the Portal Logon screen as per Fig 2 below 10 2 Accessing the Portal Xchanging reports portal Upon receipt of the email the user can enter the portal via a unique and secure combination of their Network Account Code CLASS User ID and password Lloyd s and Association users will access via their User ID and password O Xchanging 2012 Confidential Document uncontrolled once printed Page 28 of 54 Xchanging ma nspiring Innovation Za Xchanging R Inspiring Innovation Xchanging Reports Portal Help Enter your user information and click Log On If you are unsure of your account information contact your system administrator account Codes User ID l pasmo 2 Xchanging Service Centre To raise a query or report a problem please call the number below e 44 0 870 380 0830 The Xchang
33. cument uncontrolled once printed Page 30 of 54 Xchanging Inspiring Innovation e m Xchanging Inspiring innovation 7 Home Document List Send To Help Preferences About Log Ot O B S New Add gt Organize gt Actions Search title Plu fof gt all Type Instances EE My Favorites inbox E Public Folders a Catagories 06 Feb 2012 19 50 Publication 7 S E Portal View Latest Instance E cow a History 06 Feb 2012 18 00 Publication 7 ei x d is a Seerbe 06 Feb 2012 15 38 Publication 8 E ecrooz Unsubscribe F a r EcFo03 Ap 06 Feb 2012 19 50 Publication 7 E ecroo4 Gq ECFOOS DL Add Cycle Times me 7 uo has no 06 Feb 2012 16 55 Publication al Organize Total 6 objects Right click on the report title to select the latest instance of the report or the full available history i e up to the last eight instances Select History to return the following screen Select View Last Instance to return the screen in Fig 7 below By registering to receive reports users will be automatically subscribed Please note that if the Properties Categories Subscribe or Unsubscribe options are selected the user will receive a message to say these options are not available see below ic rosoft Internet Explorer A Access to this function has been restricted F Xchanging _ rspiring Innovation ER Home DocumentLi
34. e gE EE AEE EE R E EEEE E RNT E ee tees 52 14 APPENDIX 3 DIFFERENCES BETWEEN EXISTING REPORTS cc cccsceeeteeeeeeeeeeeeeteeeeeeeees 53 14 3 BES ida 53 12 54 Xchanging 2012 Confidential Document uncontrolled once printed Page 4 of 54 Xchanging Inspiring Innovation 1 INTRODUCTION 1 1 Claims Data Warehouse CDW Product The Xchanging Claims Data Warehouse CDW provides the London insurance market with a platform for delivering management information MI and operational data on claims handled through Xchanging s core market support systems It will deliver Complete Incomplete and Claims Workflow reporting suites known as ECF001 2 3 4 and 5 Lloyd s claims reference and financials reconciliation LREC and XCS additional data for Lloyds LADD These are described in detail in the following sections and an at a glance view is provided in Appendix 2 Initially this new platform integrates data from CLASS and other systems and allows Brokers Managing Agents Market Bodies and Market Associations to download regular reports consisting of e claims workflow data at both fine grained operational and aggregated MI levels e claims transaction data not available through standard market messaging e reconciliation between different stages of the claims processing lifecycle The platform is designed to be scalable to support future growth in scope demand and volume 1 2 Document Purpose
35. eports subject to the terms and conditions printed overleaf Please complete all relevant questions as any information missed will have to be queried Please only complete one form per required User Name 1 Please fill in your information below Name Also to be used as User Name E mail Address 2 Please indicate which services you require ECF NUMBER REPORT NUMBER FREQUENCY TICKBOX ECF001 IUA Overall Transaction Totals Monthly O ECF001 LIIBA Summary Report of IUA Volumes by Broker Monthly O ECF001 IUA Agreed Transactions by Carrier Monthly O ECF002 Lloyd s ECF amp Non ECF Volumes Split by Carrier Monthly O ECF002 Lloyd s ECF amp Non ECF Volumes Split by Broker Monthly O ECF004 Lloyd s Incomplete Transactions Management Summary Monthly O ECF005 Average Cycle Times for Lloyd s Claims Monthly O ECF005 Average Cycle Times for Company Claims Monthly O Signed By Full Name For and on behalf of the Organisation Signature Position Date O Xchanging 2012 Confidential Document uncontrolled once printed Page 49 of 54 Xchanging Inspiring Innovation e Please return to Business Intelligence Services Xchanging Walter Burke Way Chatham Maritime Chatham Kent ME4 4RQ or e mail business intelligenceOxchanging com O Xchanging 2012 Confidential Document uncontrolled once printed Page 50 of 54 Xchanging ma Inspiring Innovation e TERMS AND CONDITIONS the Terms 1 9 These Te
36. er specifications and a quality check performed before it is supplied by email to the customer To avoid unnecessary charges it is recommended that you download and keep copies of reports to your own systems O Xchanging 2012 Confidential Document uncontrolled once printed Page 8 of 54 Xchanging Inspiring Innovation a 2 COMPANIES VOLUMES ECF WORKFLOW 001 REPORT 2 1 Content The reports will be scheduled to run monthly and will be available for download in either CSV Comma Separated Values PDF or Excel formats The following reports will be available to registered CDW users 2 1 1 Overall Transaction Totals DL7519 Provides details of all ILU and LIRMA ECF and non ECF transactions that have been completed during the reporting period Separate transaction sub totals will be provided for new claims and pre existing claims and a class of business split will also be provided Claims on contracts that involved both ILU and LIRMA companies will be recorded separately Summary Report of Agreed Responses Split by Broker DL6195 Provides a breakdown by Broker of LIRMA claim transactions that have been agreed by the Carrier in question during the month being reported and ILU claim transactions that have been completed during the month being reported Summary Report of Agreed Responses Split by Broker DL7520 Provides a breakdown by Broker of LIRMA claim transactions that have been agreed by one or more Carriers
37. g recipients Report Recipients Lloyd s Non ECF Transaction Details for Brokers All Lloyd s Brokers DL5111 Lloyd s Non ECF Transaction Details for Carriers All Lloyd s Carriers DL6200 4 4 Usage Notes DL6200 report O Xchanging 2012 Confidential Document uncontrolled once printed Page 13 of 54 Xchanging ma Inspiring Innovation e This report reports non ECF Lloyd s claims i e paper transactions entered onto the XCS CLASS system The claims on this report are at a different level to the ECFO002 DL6197 report DL6200 reports at UCR TR SCM Breakdown level Claims Office References from the Syndicate Claims Message There can be multiple Claims Office References to one UCR TR However the DL6197 is at UCR TR level so will not have as many rows Transactions completion date Many transactions are set to Complete by a batch process as part of the CLASS end of day processing at Xchanging The date of completion in the ECF2 reports will be the date that the transaction is processed as part of this batch process This applies to the following sorts of transactions Lloyd s Broker entered coupled claims Because of this transactions that are fully authorised by carriers on Friday are not completed until Saturday as there is no batch end of day processing on Fridays Occasionally the batch end of day Saturday run is changed to a Friday date and marke
38. ices you require Company Market ECF NUMBER REPORT DESCRIPTION FREQUENCY TICKBOX ECF001 Company Market Agreed Transactions Split by Carrier Monthly O ECF001 Company Market Transaction Details for Brokers Monthly O ECF004 csmpiele Transactions for Brokers on Company Weekly O Claims ECF005 Average Cycle Times for ILU Claims by Broker Monthly O ECF005 Average Cycle Times for LIRMA Claims by Broker Monthly O O Xchanging 2012 Confidential Document uncontrolled once printed Page 40 of 54 Xchanging Inspiring Innovation ECF005 ILU ECF Transaction Cycle Times Broker Details Monthly O ECF005 LIRMA ECF Transaction Cycle Times Broker Details Monthly O Lloyd s Market ECF NUMBER REPORT NUMBER FREQUENCY TICKBOX ECF002 Lloyd s ECF and Non ECF Volumes Split by Carrier Monthly D ECF003 Lloyd s Non ECF Transaction Details for Brokers Monthly D ECF004 Incomplete Transactions for Lloyd s Brokers Weekly O ECF005 Average Cycle Times for Lloyd s Claims by Broker Monthly O ECF005 Lloyd s ECF Transaction Cycle Times Broker Details Monthly O Signed By Full Name For and on behalf of the Organisation Signature Position Date Please return to Business Intelligence Services Xchanging Walter Burke Way Chatham Maritime Chatham Kent ME4 4RQ or e mail business intelligence xchanging com O Xchanging 2012 Confidential Document uncontrolled once printed Page 41 of 54 Xchanging Inspiring Innovation a TER
39. ier Carrier Carrier Carrier Carrier Carrier Page 52 of 54 Xchanging Inspiring Innovation a 14 APPENDIX 3 DIFFERENCES BETWEEN EXISTING REPORTS Differences Differences between existing reports and replacements Changes to processing ECF001 For ILU transactions only ransactions that have been Completed are reported rather than those that have been agreed by one Carrier Bulk headers are now included and bulk components are excluded ECF002 The new Volumes reports ECF Indicator include details of both ECF and Non ECF claim transactions i e they are effectively merged with the original ECF003 Volumes reports ECF002 Note that there are no CDW ECF002 Detailed Transaction reports available Users can howeve use the ECF005 Detail reports to retrieve detailed information including cycle times about the ECF transactions that have completed in the previous month ECF003 There are now only 2 COR Movement ECFO003 reports the other reports have Reference added to been merged with ECF002 reports so DL6200 hat the number of ECF and Non ECF ransactions can be compared DL6200 is now extracted at COR Movement Reference level Xchanging 2012 Confidential Columns removed Print Sort Codes Print Sort Codes Carrier Name Print Sort Codes Carrier Name Risk Code Description XTR Document uncontrolled once printed Change of order
40. iewed by opening the Public Folders clicking on the option to the lowest level Xchanging inspiring Innovation Home Document List Send To Help Preferences About Log Out ktop Intelligence ECFO 2 Incomplete Transactions Lic arriers and XC 358 79 mS ml B 2 New Add Organize Actions Search Content Pln ft lofi gt B All Title Last Run Type Instances E My Favorites ECF005 DL6229 El Inbox a Lloyd s ECF Transaction Cycle Times 18 Aug 2011 20 06 Publication 1 Carrier Averages 01313 E El Public Folders 2 a i icati la Production Publicatiot ECFOOS DL6231 El cow YA LIRMA ECF Transaction Cycle Times 18 Aug 2011 20 04 Publication 1 BE EcFo01 Carrier Averages 01315 E ECFOOZ ECFOOS DL6232 la sE EST 1 Lloyd s ECF Transaction Cycle Times 18 Aug 2011 20 06 Publication 1 E ECFO04 Carrier Details 01316 ECFOOS E Lap ECF005 DL6234 Ya LIRMA ECF Transaction Cycle Times 18 Aug 2011 20 07 Publication 1 Carrier Details 01318 lt j amp E ji gt Total 4 objects Fig 4 Available Reports Selecting the folder will display the available reports A maximum of eight instances of each report will be available i e weekly publications will contain reports for the last eight weeks monthly s for the last eight months and quarterly s for the last eight quarters 2 years O Xchanging 2012 Confidential Do
41. ing Service Desk is open Monday to Friday 07 00 to 19 00 UK time excluding English public and bank holidays Fig 2 Logon screen Enter your allocated Account Code where required User ID and Password to authenticate logon Xchanging ma rspiring innovation Home DocumentList SendTo Help Preferences About Log Out 1 3 new add Organize Actions Search Content D m k lofi w B All Title Last Run Type Instances EE My Favorites B EcFo01 Folder E Inbox E Public Folders EcFo02 Folder El Production Publications B ECF003 Folder E Ecro04 Folder ld ECFOOS Folder LAD Folder g mi a Total 6 objects paa Fig 3 Folder view landing screen O Xchanging 2012 Confidential Document uncontrolled once printed Page 29 of 54 Xchanging mm Inspiring Innovation o This will default to the User s Folder View for which the user is registered The default landing page can be changed in Preferences Please see Section 10 5 below As per the display in Figure 3 above column widths can be adjusted to display details as preferred If the preferred view has been changed to the Inbox in order to display the report either double click the title to automatically open or single click to highlight the desired report and select Actions and then View See Figure 8 below in Section 10 3 Alternatively from the default Folder View folders and their constituent reports can be v
42. iod 1 3 2 Lloyds Volumes ECF Workflow 002 Report This service will provide market participants with the volumes of Lloyd s market claims being presented and processed via the ECF system together with those still being processed on paper This service will provide the Market Associations Carriers and Brokers with summary volumes and details of all claim transactions that have been completed during the reporting period 1 3 3 Lloyd s Non ECF Details ECF Workflow 003 Report This service will provide Lloyd s Brokers and market participants with details regarding Lloyd s claims that are being presented and processed via paper based submissions i e where the Broker has not used the Electronic Claims Files ECF system 1 3 4 Incomplete Transactions ECF Workflow 004 Report This service provides Market Participants with information on any incomplete claim transactions being processed through ECF allowing Market Participants to review claims for any outstanding actions and activity on claims in particular giving Market Participants the ability to monitor slow moving claims Lloyd s reports also contain query reason codes 1 3 5 Transaction Cycle Times ECF Workflow 005 Report This service will provide Market Participants with information regarding the length of time being taken to complete ECF transactions The different steps in the ECF process will be measured and the time taken to complete these different stages
43. ipient to filter these out and focus on claim transactions that may have had the indicator set incorrectly ECF2 LREC ECF to XCS Mismatch Detail DL6238 To identify all ECF UCR s XCS CLASS XCR s where the financial position or the currencies on the latest completed transaction differs or where there is no completed transaction on XCS CLASS Where legitimate reasons for financial differences have been identified the report enables users to filter them out and focus their attention on claims that may have genuine reconciliation errors ECF2 LREC ECF to XCS Carrier Changes DL6241 To identify ECF Transactions UCR TRs that have a different Bureau Line percentage to the associated XCS CLASS Transactions XCR XTRs ECF2 LREC ECF to SCM DL6242 For each ECF Claim UCR transaction that has been completed during the last reporting period this report will list the associated SCM COR Movement Reference records that have been generated for it 7 2 Benefits This will enable the recipients to reconcile accurate reporting from XCS Xchanging 2012 Confidential Document uncontrolled once printed Page 21 of 54 7 3 Report Availability The reports are available to the following recipients Xchanging Inspiring Innovation a Report Recipients ECF2 LREC ECF no XCS Input DL6235 All Lloyd s Carriers ECF2 LREC XCS no SCM DL6236 All Lloyd s Carriers ECF2 LREC ECF to XCS Mismatch Detail DL62
44. ket 1 5 Report Distribution The reports will be available through secure log in from the Xchanging reports portal An email notification will be sent to registered users when the scheduled reports are available for download Please refer to Section 10 Receipt and Extract Process for instructions to access reports Please refer to Section 9 for the registration process Note Historical versions of the reports will be retained and will be available from the Xchanging reports portal for up to eight instances Weekly reports will be available for eight weeks monthly reports for eight months and quarterly reports for eight quarters or two years 1 6 Ad Hoc Process for retrieval of previous versions If a report is required beyond the eighth instance a request should be made to Business Intelligence Services Xchanging Walter Burke Way Chatham Maritime Chatham Kent ME4 4RQ Telephone 44 0 1634 887800 E mail business intelligence xchanging com Please note a charge will apply for these requests Please contact Business Intelligence Services for applicable costs The customer will receive a standard ad hoc request form containing the applicable price to sign and agree the costs The completed form should be returned to Business Intelligence Services Xchanging 2012 Confidential Document uncontrolled once printed Page 7 of 54 Xchanging Inspiring Innovation e The report will be run to the agreed custom
45. lectronic processing The totals will be further split by new claims and pre existing claims and class of business e g Marine Non Marine and Aviation 3 2 Benefits The Broker Lloyd s Volumes report will enable Brokers to assess take up of ECF by Carrier and manage their implementation and use of the system accordingly The Carrier Lloyd s Volumes report will enable Carriers to assess take up of ECF by Broker and plan their implementation and use of the systems accordingly The Lloyd s Totals reports will enable the MRG the LMA and LIIBA to assess take up of ECF in the Lloyd s market 3 3 Report Availability The reports are available to the following recipients Xchanging 2012 Confidential Document uncontrolled once printed Page 11 of 54 Xchanging Inspiring Innovation Report Recipients Broker Summary of Lloyd s Volumes Split by Carrier DL5108 All Brokers Carrier Summary of Lloyd s Volumes Split by Broker All Lloyd s Carriers DL6197 Summary of Lloyd s Volumes Split by Broker Lloyd s LMA and LIIBA DL7522 Summary of Lloyd s Volumes Split by Carrier Lloyd s LMA and LIIBA DL7525 3 4 Usage Notes Transactions completion date on ECF002 non ECF total reports Many transactions are set to Complete by a batch process as part of the CLASS end of day processing at Xchanging The date of completion in the ECF2 reports will be the da
46. n the previous 12 passwords e contains at least three of the following four character groups o English uppercase characters A to Z o English lowercase characters a to z o Numerals 0 to 9 o Non alphabetic characters such as 9 5 Password Resets In the event you require the password to be reset please contact Xchanging Service Centre Telephone 44 0 870 380 0830 E mail servicecentre xchanging com Xchanging 2012 Confidential Document uncontrolled once printed Page 27 of 54 Xchanging Inspiring Innovation 10 RECEIPT AND EXTRACT PROCESS Access is controlled by the registration process Registered users will have two options for retrieving reports 1 Via a hyperlink contained within a notification email or 2 Accessing the portal via the following URL https ins xchanging com bi 10 1 Notification Email When a report has been generated for distribution the registered user will be sent a notification email advising that the required report is available to collect The email will be formatted as below and will contain a hyperlink to the sign in screen for the portal From ecf2reports xchanging com mailto ecf2reportsdxchanging com Sent 04 March 2012 12 00 To ECF2 Reporting Notifications Subject changing ECF2 ECFOO4 Notifier changing Report Notification y ECF2 ECFODA Reports have now been refreshed for Week ending 04 03 2012 You may access the reports by
47. nsactions and the number of days that queried items are with a given party with the details being split by Carrier code Average ILU Transaction Cycle Times By Carrier DL6230 This report will show the average elapsed time that ILU agreement parties took to authorise ECF transactions and the number of days that queried items are with a given party with the details being split by Carrier code O Xchanging 2012 Confidential Document uncontrolled once printed Page 17 of 54 6 1 10 6 1 11 6 1 12 6 1 13 6 1 14 Xchanging ma Inspiring Innovation a Average LIRMA Transaction Cycle Times By Carrier DL6231 This report will show the average elapsed time that LIRMA agreement parties took to authorise ECF transactions and the number of days that queried items are with a given party with the details being split by Carrier code Detailed Lloyd s Transaction Information for Brokers DL5123 This report provides Brokers with details and cycle times for individual Lloyd s ECF transactions completed during the reporting period for their Broker Number Detailed ILU Transaction Information for Brokers DL5124 This report provides Brokers with details and cycle times for individual ILU ECF transactions authorised during the reporting period for their Broker Number Detailed LIRMA Transaction Information for Brokers DL5125 This report provides Brokers with details and cycle times for individual LIRMA ECF transactions authorised
48. okers Xchanging 2012 Confidential Document uncontrolled once printed Page 18 of 54 Xchanging ma Inspiring Innovation Report Recipients Average LIRMA Transaction Cycle Times By Broker DL5122 All LIRMA Brokers Average Lloyd s Transaction Cycle Times By Carrier All Lloyd s Carriers DL6229 Average ILU Transaction Cycle Times By Carrier DL6230 All ILU Carriers Average LIRMA Transaction Cycle Times By Carrier All LIRMA Carriers DL6231 Detailed Lloyd s Transaction Information for Brokers All Lloyd s Brokers DL5123 Detailed ILU Transaction Information for Brokers DL5124 All ILU Brokers Detailed LIRMA Transaction Information for Brokers All LIRMA Brokers DL5125 Detailed Lloyd s Transaction Information for Carriers All Lloyd s Carriers DL6232 Detailed ILU Transaction Information for Carriers DL6233 All ILU Carriers Detailed LIRMA Transaction Information for Carriers All LIRMA Carriers DL6234 6 4 Usage Notes Transactions In Transition Transactions that are In Transition from Paper to ECF are included in the reports The number of days that transactions take to complete is often longer for these transactions The average figures provide a row of totals for transactions In Transition for this reason Company market responses before August 2008 were not logged so it is not possible to
49. on the market during the month being reported and ILU claim transactions that have been completed during the month being reported Summary Report of Agreed Responses Split by Carrier DL5106 Provides a breakdown by Carrier of LIRMA claim transactions that have been agreed during the month being reported and ILU claim transactions that have been completed during the month being reported Summary Report of Agreed Responses Split by Carrier DL7521 Provides a breakdown by Carrier of LIRMA claim transactions that have been agreed during the month being reported and ILU claim transactions that have been completed during the month being reported Detailed Transaction Information for Carriers DL6196 This report will provide details of LIRMA claim transactions that have been agreed by the Carrier involved during the month being reported and ILU claim transactions that have completed during the month being reported Detailed Transaction Information for Brokers DL5107 This report will provide details of LIRMA claim transactions that have been agreed by one or more Carriers on the market during the month being reported and ILU claim transactions that have completed during the month being reported Xchanging 2012 Confidential Document uncontrolled once printed Page 9 of 54 Xchanging Inspiring Innovation e 2 2 Benefits The summary reports will allow recipients to assess overall market take up of ECF as well as to assess take up of
50. orts or data within the Reports either in whole or in part to any third party by any means including electronic transmission and or hyperlinks The sale of Reports or the data within the Reports is strictly prohibited 6 Except as otherwise stated under no circumstances shall Xchanging be liable to the Organisation for any loss of profit whether direct or indirect or for any other direct indirect special exemplary incidental or consequential damages including without limitation any loss of data goodwill business or revenue or any damage to any information technology arising out of or in connection with the Service or Reports the data within the Reports or otherwise 7 Save for death or injury caused by Xchanging s negligence where there shall be no limit on liability Xchanging s aggregate liability for any claims losses or damages arising out of any breach in contract or tort including negligence statute or otherwise herein shall in no circumstances exceed the service charge paid for the Service by the Organisation to Xchanging hereunder 8 The Organisation agrees that the exclusions and limitations of liability in these Terms are reasonable having regard to the circumstances which are or ought reasonably to be known to or in the contemplation of the Organisation at the date hereof 9 No party may enforce the Terms herein save for the Organisation or Xchanging 10 These Terms shall supersede any previous licence or terms
51. pany Carriers Available to all ILU and LIRMA Carriers Incomplete Transactions for Lloyd s Carriers and XCS DL6202 Available to all Lloyd s Carriers Incomplete Transactions for Brokers on Lloyd s Available to all Brokers O Xchanging 2012 Confidential Document uncontrolled once printed Page 15 of 54 Xchanging Inspiring Innovation Claims DL5112 Incomplete Transactions for Brokers on Company Claims DL5113 Available to all Brokers Incomplete Transactions Management DL7528 LIIBA Lloyd s 5 4 Usage Notes Transactions included in the ECF004 reports Reports run at the weekend will not include updates made in CLASS on a Sunday This is because changes made to claims in the CLASS ECF ECF2 systems on a Sunday will not be loaded to Claims Data Warehouse until the following Monday Therefore the ECF004 reports will show updates made to transactions on Sunday in the next run of the report at the end of the following week Xchanging 2012 Confidential Document uncontrolled once printed Page 16 of 54 6 Xchanging Inspiring Innovation a TRANSACTION CYCLE TIMES ECF WORKFLOW 005 REPORT 6 1 Content The reports will be scheduled to run monthly and will be available for download in either CSV Comma Separated Values PDF or Excel formats The following reports will be available to registered CDW users 6 1 1 Average Transac
52. pany Reporting registration form cccccceeeseeeeeeeeceeeeeeeeeeeeeeeteneeeseaeeee 46 23 These Terms form the basis on which either Ins sure Services Limited or LPSO Limited or LPC Limited as appropriate for the purposes of these Terms together Xchanging will provide the Service to the Organisation lacra a eee al eee 48 A ta Bs ee Pe eee ee 48 Xchanging 2012 Confidential Document uncontrolled once printed Page 3 of 54 Xchanging ma Inspiring Innovation e 25 The Reports will be issued in line with the service availability schedule detailed in the fact sheet A NT 48 Appendix 1 4 Request for Lloyd s or Association Reporting registration fOrM ooooconnnccnnnnncccnnnanccncnnnnos 49 34 These Terms form the basis on which either Ins sure Services Limited or LPSO Limited or LPC Limited as appropriate for the purposes of these Terms together Xchanging will provide the Service to the Organisation susanna rl ladera laa 51 Wi a a AA ia a ai ede 51 36 The Reports will be issued in line with the service availability schedule detailed in the fact sheet TS A OS 51 13 These Terms shall be governed by and construed in accordance with the laws of England and the parties hereby submit to the exclusive jurisdiction of the EAPPENDIX 2 REPORTS OVERVIEW 52 13 APPENDIX 2 REPORTS OVERVIEW cccccceccceccceceeeeeeeseeeaeeeaeeeaeeeaceceneceaeceaeeeaeecaeeseeeseaeeeseeeaetaas 52 13 3 REDON E
53. pertaining to the provision of the Service and the Reports 11 These Terms shall be governed by and construed in accordance with the laws of England and the parties hereby submit to the exclusive jurisdiction of the English courts O Xchanging 2012 Confidential Document uncontrolled once printed Page 42 of 54 Xchanging ma Inspiring Innovation APPENDIX 1 2 REQUEST FOR SYNDICATE REPORTING REGISTRATION FORM Request for Syndicate ECF Reporting the Service NAME OF ORGANISATION THE ORGANISATION By completing and signing this form the Organisation agrees to receive the Service and the reports data extracts provided pursuant to the Service the Reports subject to the terms and conditions printed overleaf Please complete all relevant questions as any information missed will have to be queried Please only complete one form per CLASS Account Code or IMR Account ID 1 Please fill in your information below Name E mail Address 2 Please supply your CLASS or IMR login details Please note without a CLASS or IMR login we will be unable to supply you with access to the ECF Report Service any submissions without this information will be rejected back for completion CLASS Account Code or IMR Account ID CLASS User ID or IMR Username 3 Please indicate which services you require ECF NUMBER REPORT NUMBER FREQUENCY TICKBOX ECF002 Lloyd s ECF and Non ECF Volumes Split by Broker Monthly oO
54. rmits saving in Excel PDF or CSV format the latter in Excel or PDF format only F Xchanging m inspiring innovation Home Document List Open Send je op Intelligence 3 Document View Ty 4 Save to my computer as Save report to my computer as Fig 9 Save To options In the unlikely event that a security pop up message blocks the user from saving the report to Excel the Internet Explorer settings should be changed as follows Tools Internet Options Security Custom Level Downloads Automatic prompting for file downloads Set Automatic prompting for file downloads to Enable as per the figure 10 below O Xchanging 2012 Confidential Document uncontrolled once printed Page 33 of 54 Xchanging ma Inspiring Innovation a Security Settings Settings Prompt 14 Script ActiveX controls marked safe for scripting a Automatic prompting For file downloads Disable Enable Enable 23 Font download Y WA Y v Reset custom settings Reset to Medium v Fig 10 Security settings In the event of other desktop issues please refer to the IMR ECF2 Desktop Software Guide at Appendix 4 10 5 User Preferences The user may select to amend their personal display preferences and a help facility is also available See Figure 11 below Please note that Xchanging reports portal is the web interface of Business Objects query tool software
55. rms form the basis on which either Ins sure Services Limited or LPSO Limited or LPC Limited as appropriate for the purposes of these Terms together Xchanging will provide the Service to the Organisation Xchanging will provide the Service to the Organisation from the date hereof until either a the Organisation or Xchanging gives to the other one month s notice of its desire to end the Service or b the Organisation or Xchanging breaches the terms hereof The Reports will be issued in line with the service availability schedule detailed in the fact sheet for the Service The Organisation agrees that the Reports are provided as is Xchanging makes no representations or warranties of any kind express or implied including but not limited to warranties of accuracy of any information or data contained in the Reports satisfactory quality or fitness of use for a particular purpose and all such representations warranties or promises are hereby excluded to the fullest extent permissible by law The Organisation acknowledges that the Reports and the data within the Reports are provided for internal use within the Organisation and any wholly owned subsidiary or parent thereof and Xchanging hereby grants the Organisation a non exclusive non transferable licence for these purposes The Organisation may not without the prior written permission of Xchanging provide the Reports or data within the Reports either in whole or in part
56. rs DL6201 This report provides ILU and LIRMA Carriers with a list of incomplete ECF transactions to review and highlights those that require action Incomplete Transactions for Lloyd s Carriers and XCS DL6202 This report provides Lloyd s Carriers and XCS with a list of incomplete ECF transactions to review and highlights those that require action Incomplete Transactions for Brokers on Lloyd s Claims DL5112 This report provides Brokers with a list of incomplete Lloyd s ECF transactions to review and highlights those that require action Incomplete Transactions for Brokers on Company Claims DL5113 This report provides Brokers with a list of incomplete ILU and LIRMA ECF transactions to review and highlights those that require action Incomplete Transactions Management DL7528 This report provides market groups with statistics on all incomplete Lloyd s ECF transactions 5 2 Benefits The Incomplete Transactions report provides registered recipients with an action list of claims transactions to adjust facilitating the management of throughput of work The Management Summary report provides market groups with statistics on all incomplete Lloyd s ECF transactions Lloyd s Syndicate and Lloyd s Broker reports DL6202 and DL5112 now contain query reasons 5 3 Report Availability The reports are available to the following recipients Report Recipients DL6201 Incomplete Transactions for Com
57. selected when creating the user If a user is created with FUNCTIONS but the user does not use Casablanca or ECF ECF2 then the user is in danger of being automatically deleted from CLASS The effect of this automatic deletion is that the users will no longer receive any data in their reports from the date of deletion You will be asked to indicate the services you wish to register for The following registration forms are available 9 1 Request for Broker View ECF Reporting See Appendix 1 1 9 2 Request for Syndicate ECF Reporting See Appendix 1 2 9 3 Request for Company ECF Reporting See Appendix 1 3 9 4 Request for Lloyd s or Association ECF Reporting See Appendix 1 4 Please note access on behalf of Lloyd s or the Associations LMA IUA LIIBA does not require CLASS access On completion of the registration process Xchanging Business Intelligence Services will send a dedicated CDW password to be used with the users registered CLASS Login ID and Network Account Code The user will be prompted to amend the password on first access Xchanging 2012 Confidential Document uncontrolled once printed Page 26 of 54 Xchanging Inspiring Innovation e The password will automatically expire after Ninety 90 days Note The password supplied should meet the minimum complexity requirements Please select a password that meets all of the following criteria e is at least 8 characters e has not been used i
58. st SendTo Help Preferences About Log Out History ECFOO5 DL7571 Lloyd s ECF Transaction Cycle Times Market Averages 01319 cms O Show All Show Completed O show only instances owned by me O Filter Instances By Time m M 41 Jjofi gt W Instance Time Y Title Run By Status Subscription ECFOOS DL7571 Y 03 Jun 2011 10 54 Lloyd s ECF Transaction Cycle Times Administrator Success Not Subscribed Market Averages 01319 Fig 6 History Reports with a status of Success will permit selection by clicking on the Instance Time of the required report 10 3 Displaying the report If accessing from the Portal History or View Last Instance the user will arrive at the following screen O Xchanging 2012 Confidential Document uncontrolled once printed Page 31 of 54 Xchanging ma Inspiring Innovation o Xchanging Irspiring Innovation Home Document List SendTo Help Preferences About Log Out a x M 4 1 jofi gt W Title Type ECF005 DL7571 Lloyd s ECF Transaction Cycle Times Market Averages Desktop Intelligence Report 01319 91863 Fig 7 Required Report Double click on the report line to display the report as below Xchanging a Inspiring Innovation Home Document List Open Send To Dashboards Help Preferences About Log Out _Desktes
59. t users will be notified of such changes Transactions fully authorised on a Sunday will not go to complete until the Monday Also the process for running the batch end of day run changes for bank holidays So transactions fully authorised on a Thursday before a Friday bank holiday will not go to complete until the Saturday Transactions fully authorised on a bank holiday Monday will not be completed until the Tuesday Similar changes will take place around Christmas holiday periods The process that updates XCS CLASS Lloyd s non ECF transactions to Completed status occasionally runs after midnight On these occasions the completion date of the non ECF transactions will be set to the next day If this happens on the last day of the month the transaction will be reported in the next month Treaty Please note that ECF003 report includes details of Treaty claims that cannot be undertaken in ECF These figures should be excluded for statistical analysis of paper versus ECF claims Xchanging 2012 Confidential Document uncontrolled once printed Page 14 of 54 Xchanging Inspiring Innovation a 5 INCOMPLETE TRANSACTIONS ECF WORKFLOW 004 REPORT 5 1 Content The reports will be scheduled to run weekly and will be available for download in either CSV Comma Separated Values PDF or Excel formats The following reports will be available to registered CDW users 5 1 1 Incomplete Transactions for Company Carrie
60. te that the transaction is processed as part of this batch process This applies to the following sorts of transactions Lloyd s Broker entered coupled claims Because of this transactions that are fully authorised on Friday are not set to complete until Saturday as there is no batch end of day processing on Fridays in normal circumstances However occasionally this end of day processing is changed from Saturday to Friday market users will be notified on these occasions Transactions fully authorised on a Sunday will not go to complete until the Monday Also the process for running the batch end of day processing changes for bank holidays So transactions fully authorised on a Thursday before a Friday bank holiday will not go to complete until the Saturday Transactions fully authorised on a bank holiday Monday will not be completed until the Tuesday Similar changes will take place around Christmas holiday periods The process that updates XCS CLASS Lloyd s non ECF transactions to Completed status occasionally runs after midnight On these occasions the completion date of the non ECF transactions will be set to the next day If this happens on the last day of the month the transaction will be reported in the next month Xchanging 2012 Confidential Document uncontrolled once printed Page 12 of 54 Xchanging Inspiring Innovation a 4 LLOYD S NON ECF DETAILS ECF WORKFLOW 003 REPORT 4 1
61. th or injury caused by Xchanging s negligence where there shall be no limit on liability Xchanging s aggregate liability for any claims losses or damages arising out of any breach in contract or tort including negligence statute or otherwise herein shall in no circumstances exceed the service charge paid for the Service by the Organisation to Xchanging hereunder 8 The Organisation agrees that the exclusions and limitations of liability in these Terms are reasonable having regard to the circumstances which are or ought reasonably to be known to or in the contemplation of the Organisation at the date hereof 9 No party may enforce the Terms herein save for the Organisation or Xchanging 10 These Terms shall supersede any previous licence or terms pertaining to the provision of the Service and the Reports 11 These Terms shall be governed by and construed in accordance with the laws of England and the parties hereby submit to the exclusive jurisdiction of the English courts O Xchanging 2012 Confidential Document uncontrolled once printed Page 48 of 54 Xchanging Inspiring Innovation a APPENDIX 1 4 REQUEST FOR LLOYD S OR ASSOCIATION REPORTING REGISTRATION FORM Request for Association ECF Reporting the Service NAME OF ORGANISATION THE ORGANISATION By completing and signing this form the Organisation agrees to receive the Service and the reports data extracts provided pursuant to the Service the R
62. thly aggregates and will provide information for all claims that have a movement in the month DL6246 is a check control report for total paid in settlement currency during the month on SCMs DL6247 will include data where it is available in the database so if there is no relevant expert breakdown information on a movement that movement will not show in this report 8 3 Report Availability The reports are available to the following recipients Report Recipients ECF2 LADD Carrier Transaction DL6245 All Lloyd s Carriers ECF2 LADD Carrier Control by Month DL6246 All Lloyd s Carriers ECF2 LADD Carrier Expert Monthly Movements f All Lloyd s Carriers DL6247 ECF2 LADD Certificates DL6248 All Lloyd s Carriers Xchanging 2012 Confidential Document uncontrolled once printed Page 23 of 54 Xchanging Inspiring Innovation a 8 4 Usage Notes Transactions completion date Many transactions are set to Complete by a batch process as part of the CLASS end of day processing The date of completion in the ECF2 reports will be the date that the transaction is processed as part of this batch process This applies to the following sorts of transactions Lloyd s Broker entered coupled claims Because of this transactions that are fully authorised on Friday are not set to complete until Saturday as there is no batch end of day run on Fridays in normal circumstances Occ
63. tion Cycle Times Lloyd s DL7571 This report will show for Lloyd s the average elapsed time that agreement parties took to complete ECF transactions and the number of days that queried items are with a given party Average Transaction Cycle Times IUA DL7572 This report will show for the Company market the average elapsed time that agreement parties took to authorise ECF transactions and the number of days that queried items are with a given party Average Lloyd s Transaction Cycle Times By Broker DL5120 This report will show the average elapsed time that agreement parties took to complete Lloyd s ECF transactions and the number of days that queried items are with a given party with the details being split by Broker code Average ILU Transaction Cycle Times By Broker DL5121 This report will show the average elapsed time that agreement parties took to authorise ILU ECF transactions and the number of days that queried items are with a given party with the details being split by Broker code Average LIRMA Transaction Cycle Times By Broker DL5122 This report will show the average elapsed time that agreement parties took to authorise LIRMA ECF transactions and the number of days that queried items are with a given party with the details being split by Broker code Average Lloyd s Transaction Cycle Times By Carrier DL6229 This report will show the average elapsed time that Lloyd s agreement parties took to complete ECF tra
64. ueries The responses for everyone on the market are likely to overlap so can t be reported on one row of the report Xchanging 2012 Confidential Document uncontrolled once printed Page 20 of 54 Xchanging Inspiring Innovation 7 LLOYD S CLAIMS REFERENCE AND FINANCIALS RECONCILIATION LREC 7 1 Content The report will be scheduled to run quarterly The report will be available for download in either CSV Comma Separated Values PDF or Excel formats The following reports will be available to registered CDW users 7 1 1 7 1 2 ECF2 LREC ECF no XCS Input DL6235 It is known that XCS Technicians occasionally merge ECF transactions when creating the equivalent XCS CLASS entries This results in more transactions being present on ECF than on XCS CLASS This is not something that should be done However once a claim is set up in this way it cannot be corrected Therefore the DL6235 report will report ECF claim transactions completed during the reporting period currently anticipated to be quarterly with no associated XCR XTR This will enable the recipients to monitor that occurrences of this situation are reducing ECF2 LREC XCS no SCM DL6236 XCS technicians are able to set an indicator to specify that no SCM advice should be sent when creating an XCS CLASS entry This should only happen on corrections Therefore the report includes a column to indicate transactions that are corrections to enable the rec

ECF2: Claims Data Warehouse (CDW) User Guide

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