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

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into.3. Select ‘Create’ in the bottom right hand corner to save the new document.4. Please note: Any documents added will be automatically notified (via ACORDUpload messages) to any participants on the claim who have registered to receivesuch notifications. If, when adding a document, custom security is applied,notifications will be sent only to those parties with access to the document.5. When a user adds a document the message “Warning. If you have not customisedthe security, all parties involved in the risk/claim will be able to access the document(interactively or via DRI).” The message is to be displayed without checking theorganisations included in the ACL.The user should have the opportunity to Cancel adding the document or Confirm thatthey wish to continue.The warning message will contain an option "Do not show this message in future."for an individual user to elect not to receive this warning going forward.3.10 Adding/Removing Document ClassificationsThis can be actioned from the Add Document screen or via the Edit function.To add one or more Classifications to a document select the ‘+’ button next to theClassifications list box.(Fig 34)This will display the Classification Selection Dialogue box.________________________________________________________________________________________Author: Xchanging Ins-sure Services 40 of 54 Date: 7 th December 2009H/Electronic Claims File – On-line Guidelines for Brokers – Version 1.9
(Fig 35)1. Select the Classifications you wish to assign by checking the boxes and click Addthen Close to complete. This will add the Classification to the Classifications list box.2. To remove a Classification from the list select the classification and click the ‘-‘button. The example below would remove the Broker Classification from the list.(Fig 36)Your selected classifications have now been associated with the document or documentsyou are adding to the folder. Tip : When multiple documents are being added to a folderthe selected Classifications will be added to all documents in the files list.3.11 View UMR from Claim FileTo access the UMR Folder select the link next to the search button in the top line________________________________________________________________________________________Author: Xchanging Ins-sure Services 41 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 and 38: (Fig 30)___________________________
Page 39: This will display the Add Document
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

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