Electronic Claims File On-line Guidelines for Brokers Version 1.9 ...

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3.8 Transaction SummaryFig 31To add a document into the Claim Related documents folder, click on the ‘Add’ option andthe ‘Add Documents’ screen will be displayed as shown on the next page.Tip – The view of the UCR within the IMR is the ‘market’ view and will therefore reflect thewhole claim. If the UCR has been created for the company market (ILU &/or LIRMA) inaddition to the Lloyd’s entry the screen above will encompass all bureau CLASS entries.3.9 Adding a Document to a FolderTo add a document to a folder, navigate to the folder and click the add option to the right ofthe title bar.(Fig 32)________________________________________________________________________________________Author: Xchanging Ins-sure Services 38 of 54 Date: 7 th December 2009H/Electronic Claims File – On-line Guidelines for Brokers – Version 1.9
This will display the Add Document screen:(Fig 33)1. Click the ‘+’ button to add a document to the list of documents to be imported.Clicking the plus button will display a Windows file selection box. Navigate to the fileyou wish to import and select. Once selected it will appear in the files list. If you wishto import more than one document to this folder repeat the operation.2. Check the document name as this will be displayed in the folder list. Edit asnecessary. This can be amended under ‘Properties for selected file’ - ‘Name’. Pleaserefer to the Systems Processes and Procedures document for the Document NamingConventions. Please be aware that it is possible to add an identical document, withan identical name to a transaction (TR) or UCR. The repository will not prevent this.You may optionally add a description and comments for the initial version. Thedocument security will be inherited from the folder you are importing the document________________________________________________________________________________________Author: Xchanging Ins-sure Services 39 of 54 Date: 7 th December 2009H/Electronic Claims File – On-line Guidelines for Brokers – Version 1.9
Page 1 and 2: Electronic Claims FileOn-line Guide
Page 3 and 4: 4.4 Transaction Status After Agreem
Page 5 and 6: 2 SYSTEM NAVIGATION2.1 CLASS @ Lloy
Page 7 and 8: Fig 3Enter your Account Code, User
Page 9 and 10: Fig 5______________________________
Page 11 and 12: 5. Enter ‘Y’ in First Advice if
Page 13 and 14: Enter as much policy information as
Page 15 and 16: currencies.When the transaction typ
Page 17 and 18: 2.6 Estimates & Settlement ScreenFi
Page 19 and 20: 2.8 Completing Additional Narrative
Page 21 and 22: 2.10 Claim EnquiryFig 16Once you ha
Page 23 and 24: 2.12 Claims Synopsis ScreenFig 18If
Page 25 and 26: Note: This screen will be displayed
Page 27 and 28: 3.2 System Unavailable ScreenFig 21
Page 29 and 30: 3.4 Homepage SearchFig 23Key in the
Page 31 and 32: 3.6 Claim Summary Screen[Fig 25]The
Page 33 and 34: (Fig 26)3.7.2 Security Administrato
Page 35 and 36: (Fig 28)3.7.2.3 Accessing Conflict
Page 37: (Fig 30)___________________________
Page 41 and 42: (Fig 35)1. Select the Classificatio
Page 43 and 44: 4 RESPONSE SCENARIOS4.1 Query from
Page 45 and 46: 4.3 Viewing and Adding NarrativeFig
Page 47 and 48: 4.5 Response Summary ScreenFig 42Th
Page 49 and 50: 4.7 Response Summary Screen - Statu
Page 51 and 52: 5 THIRD PARTY ACCESSThe following s
Page 53 and 54: (Fig 34)4. Confirm the access level

Electronic Claims File On-line Guidelines for Brokers Version 1.9 ...

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