CS Training 1st day.pptx

8/12/2019 CS Training 1st day.pptx

1/67

WebXL

Training

Confiana Seguros

21st 25th of

January, 2013


2/67

2

2

Contents

Day 1

Browsing through WebXLExplorer

Search Tools

List Tool

Repositories

Dictionary

Technical Keys

Business Units

Calculation Engine Settings

Account and Financial Repository

100% Insurance Data

Policy moduleClaims and events module


3/67

3

3

Browsing Through WebXL / General Access

The system is available using the Internet Explorer Browser and a dedicated address. However the installation is on thelocal network and not on the internet.

The user accesses WebXL using a login, a password and an environment

Upon connection, a message indicating that the usersversion is below the serversversion may appear : it is important toalways answer Yesso as to always work with the latest system version installed.

The Internet Explorer Browsersbutton and buttons are not to be used .


4/67

4

4

Browsing Through WebXL / Overview

The first screen accessed is the Homepage.

WebXL menu

Last viewed records,

per types of records

List of contracts per

type


5/6755

Browsing Through WebXL / Links

Pages are accessed using hypertext links.

These are easily identified as the wordings and headers used as links are underlined as any internet page

link.

These are links to the last

accessed concepts


6/6766

Browsing Through WebXL / Scroll Down Menus

The icon is directly set into the field. It is the usual scroll down menus the user may be used to as these exist

in many other softwares.

These lists display the information contained in the repositories, and more precisely the data entered in the

dictionary (user accessible lists and closed lists).


7/6777

Browsing Through WebXL / WebXL Search Tool1/5

This is known as a WebXL Search.

This kind of list does not display data from the dictionary, but data fed by the user at various stages in the

software such as :

plan names that have been created

program names of created programs

section names of created sections

This tool can be used in 3 different ways, where as the regular scroll down menu only displays the whole list

of information available within it.


8/6788

Browsing Through WebXL / WebXL Search Tool 2/5

The user can click on the icon enabling the list to be displayed below the field, use the scroll on the right to

access the correct record, before double clicking on it to select it

However when lots of data exists, this can take quite some time.


9/67

99


A user may also click on the icon to open up the list and start typing the first letters or numbers of the

record to be found.

This filters the search perimeter but the characters must be entered in the proper order. If not, the list

closes up.

Of course, it is possible to use the scroll on the right to select one record after having applied such a filter.

2004 has been typed,

therefore two entries are retrieved


10/67

1010


A user can enter some of the characters contained in the record to be found.

This is useful when the first characters are unknown for instance.

This is done using the %symbol.


11/67

1111


Once the characters are entered, press the ctrl button and the space key to open up the list already

filtered whereas previously the filter was applied to a complete list displayed.

Then press the

ctrl and space

buttons


12/67

1212

Browsing through WebXL / WebXL List Tool 1/6

In most WebXL concepts, a Listtoolis available.

The uses of the List Tool are described below.

Detailed use of this tool is covered by Part 1.2 of the User Manual.

This tool enables the user to:

view the results of the concept in the form of a grid

search for a set of records

search for a specific record

saved the selected data to Excel


13/67

1313

Browsing Through WebXL / WebXL List Tool 2/6

When called, the list tool appears as below :

Soft FiltersColumn

Data


14/67

1414


The toolbar allows the User to filter, export and to count saved elements.

Display current filters

Display SQL request

Undo

Export saved elementsReturn filters to original position

Save list

Record counter


15/67

1515


Data selection is carried out using the screen below.


16/67

1616


Soft filters may be applied using the box on the top right of the screen.

Softrefers to the fact that these are not saved and are reset each time the concept is left.

Soft Filters


17/67

1717


Hard filters may be applied using the specific tab named Condition.

Hardrefers to the fact that these can be saved to define a fixed list.

For example, list of reinsurers, list of cedants, list of brokers.


18/67

1818

Browsing Through WebXL / Browsing Within a Concept

There is another way to browse within the concepts.

Under the general menu bar, the links First, Previous, Next and Last appear. These options are active when at least one ofthem is displayed in black type.

The act of clicking on Activate browsing renders browsing accessible. The hypertext links appear in black, revealing their

activity.

By clicking on Deactivate browsing , the hypertext links type First/Previous/Next/Last are now grey and inactive.


19/67

1919

Browsing Through WebXL / WebXL Explorer 1/8

The organisation of concepts within WebXL is conceived as a tree structure.

In most concepts, a WebXL Explorer button allows viewing this structure and navigating through it.

Initially, the structure of the concepts is not displayed (only the cedants appear).

The hierarchy differentiates between cessions, facultatives and active R/I via tabs.

/ /


20/67

2020


Cedants

h h b / b l /


21/67

2121


The reinsurance plans

Reinsurance plans


22/67

B i th h W bXL / W bXL E l 5/8


23/67

2323

Browsing through WebXL / WebXL Explorer 5/8

Sections

Section

B i Th h W bXL / W bXL E l 6/8


24/67

2424


Accounts, claims, events

Accounts, claims and events

Bro sing Thro gh WebXL / WebXL E plorer 7/8


25/67

2525


The fly away button enables the user to go directly to a selected item from the explorer

This is done by clicking on the right mouse button.

The user will go directly to Section SL



26/67

2626


Search Function

This function enables a user to search through any records using selected criteria.

The search domain covers the entire tree structure (from the plan to the section), but only focuses on record headings, and

not their contents.

Tick boxesSet of

options

Launch the search

function Text box

Browsing Through WebXL / The WebXL Explorer Button


27/67

2727

Browsing Through WebXL / The WebXL Explorer Button

Click on the WebXLExplorerbutton then Activate/Deactivateon the navigator bar.

A new screen appears on the left (moving the WebXL screen aside).

This screen shows buttons, tabs and the non-developed arborescence of concepts.

Repositories / Purpose of the Repository


28/67

2828

Repositories / Purpose of the Repository

A set of parameters reused throughout the system during the various reinsurance processes.

Repositories / WebXL Dictionary 1/2


29/67

2929


The Dictionary is part of the Generalrepositories.

It contains all values that are used throughout the system.



30/67

3030


All values are classified according to a Domainname which directly refers to the field that can be found in the system.

For instance, the Geographicalareadomain refers to the Geographicalareafield within the treaty and section.

When filling in this field, the user will have the choice among all data entered in the matching dictionary list.

Repositories / WebXL Dictionary / Technical Keys


31/67

3131

Repositories / WebXL Dictionary / Technical Keys

The technical keys refer to the items that enable the reinsurance contracts to be labelled and defined.

List of technical keys

Technical key name

Repositories / WebXL Dictionary / Reinsurance Group


32/67

3232

Repositories / WebXL Dictionary / Reinsurance Group

Technical keys are combined together within a Reinsurancegroup.

The list of these groups is created and stored within the dictionary.

Repositories / Business Units


33/67

3333

Repositories / Business Units

The second main part of the repositories is the list of business units.

Define the Reinsurer

TPA account

Repositories / Calculation Engine Settings


34/67

3434

p g g

Reinsurance treaty:

Retro/Cession &/or active R/I

Calculation m odel:

Cession/Retrocession/

Active R/I

Reinsurance section:

Reinsurance slip conditions

Calculation base:

General base

Base per condition

Outgoing nature = F(incoming nature(s) (+/- other incoming nature(s)) ; Operation type)

In this example : Ceded premium = Cession(Premiums).

Repositories / Calculation Engine Settings / CalculationBases


35/67

3535

A grouping of nature codes manually defined by users

Calculation Basessare created in the Dictionary

Bases

Repositories / Calculation Engine Settings / CalculationModels


36/67

3636

Defines the Incoming / Outgoing nature code relationships and calculation operation

New models are created in the Dictionary

Only Create / Delete entries, no modification.

Models

Repositories / Calculation Engine Settings / Contract Field


37/67

3737

Complete the

calculation model

Base also exists at contractual

level, but only requires completion

for premium tax calculations

Repositories / Calculation Engine Settings / Section Field


38/67

3838

Complete the

calculation base

Repositories / Calculation Engine Settings / Reporting


39/67

3939

It is possible to print lists of the Calculation Engine settings

Repositories / Accounting and Financial Repositories


40/67

40

The chart of account and the nature to account assignment allow the creation of links between the nature

codes and the accounts schemes (the link between the reinsurance technical module and the financial

ledger).

Repositories / Accounting and Financial Repositories /Reporting


41/67

41

Reporting

It is possible to print lists of the Accounting Repository settings

100% Insurance Data


42/67

42

Data can be manually entered or imported

Cannot delete entries ; enter plus or minus amounts to make adjustments or reset to 0.

100% Insurance Data / Export to .csv File


43/67

43

The Standard Reports contains an export function for the 100% Insurance Data into excel.

The export is run per month

Contract management / Policy 1/4


44/67

4444

Administration tab



45/67

4545

Sum insured tab.



46/67

4646

Reinsurance tab



47/67

4747

Premium tab

The data can be viewed, entered or modified upon accessing the policy concept by clicking on the Premiumstab.

Creation of a policy 1/5


48/67

4848

Step 1 Step 2



49/67

4949

Step 3 Step 4



50/67

5050

Step 5 Step 6



51/67

5151

Step 7 : Manual link to facultative contracts



52/67

5252

Step 7 : Manual link to facultative contracts

Select the Facultative and the section to

be linked, click on +button and confirm

Claims module 1/13


53/67

5353

A claim is another wording for major loss or individual loss or individual claim.

Claims module 2/13


54/67

5454

Creation process

The creation process requires that Records | New | Claim be applied.

All fields in red are mandatory.

Claims module 3/13


55/67

5555

Creation process

A screen part of a set then appears on screen. The claim is automatically defined as an cession according to the cedant entered and the fact

that there is a cession plan for this cedant.

Claims module 4/13


56/67

5656

Creation process

Follow the creation steps.

Claims module 5/13


57/67

5757

Creation process

These tick boxes are for information only.

Claims module 6/13


58/67

5858

Creation process

A free test box then appears.

Claims module 7/13


59/67

5959

Creation process

Followed by a second comments free text box

Claims module 8/13


60/67

6060

Data entry

This may be done using the Detailsvaluationtab.

Claims module 9/13


61/67

6161

Data entry

Data is entered using the fields at the bottom of the screen.

For any payment line entered, the reserve amount is mandatory: therefore the reserve amount has to be entered again whenever a new

entry takes place.

The data is saved by clicking first on the Insertbutton line per line and eventually by clicking on the top right Confirmbutton.

Claims module 10/13

D


62/67

6262

Data entry

The data is then displayed as hereunder.

Claims module 11/13

D t t


63/67

6363

Data entry

Data is always re-entered in replacement mode at a given date: for a given date and position type, if there was an amount and a new one is

entered, the previous one is cancelled.

The new Last

= O

The previous

line is marked

Last = N

Claims module 12/13

D t t d t i i


64/67

6464

Data entry and amounts viewingRetro/cession payment entries : the payments entered period after period are in incremental mode (each entry is an extra new entry) :

1. if 15 000 is entered on 31 12 2006 for nature 5052. if 30 000 is entered 30 31 12 2007 for nature 505

it means that there are 30 000 more

Claims module 13/13


65/67

6565

data entry and amounts viewing

This claim evolution may be seen using the Technicalmanagementtab.

Indeed the total estimate of the claim on 31 12 2007 is 65 000 (45 000 payment and 20 000 reserves) which means 45 000 payment and 20

000 reserve. Therefore the claim has experienced an increase in the payments of 30 000 to reach a total of 45 000.

The claim was originally 15 000 and increased by a new 30 000 which would gives a total estimate of 15 000 + 30 000 + 20 000 of 65 000.

Claims linked to the policy 1/2

Link the claim to a policy


66/67

6666


Claims linked to the policy 2/2



67/67

6767


Date post:	03-Jun-2018
Category:	Documents
Upload:	nathaniel-fernandes
View:	218 times
Download:	0 times

CS Training 1st day.pptx

Documents