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Lecc client side Lloyd’s electronic cargo certificate (lecc) – client side user guide JULY 2017 edition

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LECC Client Side User Guide – 2017

Disclaimer

Important – This document is the property of Lloyd’s Agency and the information contained herein is confidential. This document, either in whole or part must not be reproduced or used for purposes other than for that which it has been supplied, without the prior written permission of Lloyd’s Agency.

Lloyd’s Agency is not liable for any errors or omissions.

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Contents

Welcome to Lloyd’s Electronic Cargo Certificate (LECC) 04 Insurance Contract Terms & Conditions 04 Technical Support 04 Minimum System Requirements 04 - 05

Using LECC 06 Initial Account Set-up and Login 06 Forgot Your Password? 06

Navigating in LECC 07

Issuing A Certificate 08 Policy 08 Certificate 08 Entering Shipment Information 08 - 10 Verifying Coverage 11 Printing a Draft Certificate 11 Save Template/Save Shipment 11 Confirming a Shipment 12 Printing a Certificate 12 Copy 12 Cancel 12 - 13 Cancel and Replace 13 Attachments 14

Certificate Referrals 15

Reporting 15 Query / List 15 Data Output Centre 16 Using Filters 16 - 17

Additional Features 18 Assured 18 Creating a Login ID for a New User 18 - 19 Profile 19 Vessel Search 20

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WELCOME TO LLOYD’S ELECTRONIC CARGO CERTIFICATE (LECC)

Lloyd’s Electronic Cargo Certificate online system provides an interactive end-to-end solution that allows the entire market to capitalize in the Internet’s low communication cost by offering real-time collaboration to the Assured, Brokers and Underwriters through a centralized database. The system also allows you to issue certificates online and provides you with reporting and query capabilities.

• Issue Certificates instantaneously.

• Use of templates to reduce the need to key in information.

• Web browser access simplifies rollout to branch offices on a global level.

• Real-time referrals for Clients and their Brokers.

• Generate reports on-screen and export them to PDF or Microsoft® Excel formats.

• Work in a secure environment.

Lloyd's Electronic Cargo Certificates consists of three parts, 'Extranet', 'Client side' and 'Verify Certificate'. • Brokers and Underwriters use the ‘Extranet’.

• Assureds / Insureds use the ‘Client side’.

• Verifiers (such as banks and anyone else responsible for checking the validity of a certificate) use the ‘Verify Certificate’ function.

Insurance Contract Terms & Conditions

Should you need to discuss any aspect of the cover conditions/warranties then please contact the London Lloyd's Broker responsible for placing your business at Lloyd's. The Certificate Office does not have the authority to discuss policy terms and conditions.

Technical Support

For Technical Support or enquires either contact: Lloyd’s Agency – Certificates Department within UK business hours at [email protected] or: The Oceanwide Help Desk at [email protected]

Minimum System Requirements

Browsers Support Comments

Microsoft® Edge®

The most current generally available version and one prior version

Oceanwide recommends that all current software updates are applied.

Microsoft® Internet Explorer® 10

Only on Windows Server 2012 https://support.microsoft.com/en-us/help/17454/lifecycle-policy-faq-internet-explorer

Note this restriction: The Compatibility View feature in Internet Explorer is not supported.

Microsoft® Internet

Oceanwide recommends that all current software updates are

Note this restriction: The Compatibility View feature in

mailto:[email protected]


https://support.microsoft.com/en-us/help/17454/lifecycle-policy-faq-internet-explorer



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Explorer® 11

applied. Internet Explorer is not supported.

Mozilla® Firefox®



Google Chrome™



Apple® Safari®


Apple Safari for iOS and OSx are supported.

• The most current generally available version refers to the most recent officially released version from the vendor.

• Oceanwide will provide support for new browser versions within 3 months of the general availability.

• The browser must have JavaScript enabled • The browser must support a minimum of 128-bit encryption

with TLSv1.1 or TLS v1.2

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Using LECC

Initial Account Set-up and Login

The Web Address is:- www.leccerts.lloyds.com. Your User ID and/or Password will be sent to you via email from [email protected]. The E-Mail will contain a Web Link, once clicked upon it will direct you to our website to the login page on the Client side. The ‘USER ID’ field will automatically be populated with your User ID.

Simply create a new password which must: • be at least 6 characters long

• not be reused within a cycle of 6 unique passwords

• not be the same as the user ID

• be changed every 60 days

Then check the box ‘I agree to the terms and conditions’ before clicking on the ‘Log On’ tab.

Forgot Your Password?

To reset your password please refer to the “Forgot Your Password” link located on the login screen and enter your valid User ID and email. You will automatically be sent a Web Link which will allow you to change your password.

http://www.leccerts.lloyds.com/


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NAVIGATING IN LECC

Upon logging on you will be directed to the Welcome screen. It will contain the Navigation Bar located (in blue) across the top of the screen. The grey bar below the Navigation Bar is the Active Policy Bar which will show you the name of your policy and the effective period of the cover. If you have more than one policy, select ‘Policy’ from the Navigation Bar to change policies.

Note: Depending on your security rights some options on the Navigation Bar may vary from user to user. A brief description of the items found on the Navigation Bar is listed below.

Navigation Bar

Policy: Provides the ability to change the active policy if there are multiple policies attached to your account.

Shipments:

This section is where you will issue ‘Certificate’ and do a search for all shipments via ‘Query / List’.

Analysis: Shipment Analysis. Provides ability to generate shipment reports on screen, in PDF or Excel using filters.

Tools: Provides the ability to access ‘Assured’ and own user ‘Profile’ and ‘Vessel Search’ database.

Help: Provides the ability to access help guides provided by the software vendor.

Log Off: Use this to exit LECC.

Active Policy Bar

Navigation Bar

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Issuing a Certificate

Policy

The first step in issuing a certificate is to ensure you are using the correct policy. The grey bar below the Navigation Bar will display your default policy. If you have more than one policy, select ‘Policy’ to choose from a list.

Certificate

Select ‘Shipments’ and then ‘Certificates’ from the Navigation Bar to be directed to the ‘SHIPMENT INFORMATION’ screen.

Entering Shipment Information

Complete the ‘SHIPMENT INFORMATION’ screen with the information associated to your shipment. Opposite is a screen shot of a ‘SHIPMENT INFORMATION’ screen for a policy.

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The table below contains a descriptive text about each field on the ‘SHIPMENT INFORMATION’ screen.

Shipment Information Screen

SHIPMENT INFORMATION

DATE OF DEPARTURE (ON OR ABOUT)*

Click in this field which will activate the calendar box. Simply select the date of your shipment.

REFERENCE NO. (FOR YOUR OWN USE & TEMPLATES)

This field is optional. Enter an internal reference number to enable quick and easy retrieval of saved templates and confirmed/filed certificates.

NAMED ASSURED* This is the Assured or certificate holder. If they are an existing company, select the drop down arrow and select required company. Otherwise select ‘Create New’ and enter in the new name and Country.

Save Company If you want to save the name of the new Named Assured then tick this box so that it will show in the list.

INSURED VALUE CURRENCY*

Select the currency type from the drop down menu for your shipment.

INSURED VALUE* Enter the amount being insured against for the current shipment.

COMMODITY* Select the Commodity being shipped from the drop-down menu. This may vary depending on what you may have requested in the set-up of your policy otherwise it will always default to ‘All Goods and Merchandise’.

PACKING / SHIPMENT METHOD*

If this option is activated then select the Packing Method from the drop-down menu.

COVERAGE OPTION* If this option is activated then select the Coverage Option from the drop-down menu.

CONVEYANCE* Select the conveyance type from the drop-down menu that you will be shipping your goods against.

Depending on the conveyance type selected, one or more of the following areas may be required to be filled: ‘Vessel’ and ‘Carrier’.

VESSEL If shipment is by Ocean Vessel, type the first couple of characters of the vessel name in the ‘Vessel’ field OR enter the IMO number, this will list only those vessels that are in commission. If the vessel required cannot be found, select the ‘Cannot Locate Vessel’ to bypass the lookup and generate a referral.

If you select a vessel, the Carrier name will automatically populate in the ‘Carrier’ field.

CARRIER As mentioned above either the ‘Carrier’ field would automatically populate against a valid vessel name or you have the option free type a carrier name as per your Bill Of Lading information

Regardless of whether a lookup is forced by the system, you must enter a carrier or vessel to proceed.

VOYAGE NUMBER This is an optional field and will allow you to specify the voyage number such as a flight number.

Cannot Locate Vessel As mentioned in the ‘Vessel’ field, if you are trying to find a vessel name which does not exist for an Ocean or Air transit then by selecting this it will allow you to free-type the name of the vessel in the ‘Vessel’ field and it will allow you to complete your shipment however it will create a referral upon your confirmation which will then need to be looked at by your representing Broker who would either ‘Confirm’ or ‘Decline’ the referral.

ORIGIN INFORMATION

COUNTRY* Select the country where insurance coverage begins, from the drop-down list.

Important: If any of the fields have an asterisk (*) then this means that the field is mandatory and will need to be filled in.

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CITY / PLACE* Type the city in the ‘City / Place’ field.

TEXT TO APPEAR ON CERTIFICATE

You may overwrite the text that appears in the ‘Text to Appear on Certificate’ field to match wording required by a Letter of Credit.

LOADING INFORMATION

COUNTRY* Select the name of the country where goods are loading, from the drop-down list or default to ‘Same as Country of Origin’.

LOADING FACILITY Start typing the first few letters to choose a loading facility, if your shipments are made by Air or Ocean Vessel.



NO RISK PRIOR TO LOADING

Check the box ‘No Risk Prior to Loading’ if coverage does not apply before loading. This will then show on the certificate, NO RISK PRIOR TO LOADING.

DESTINATION INFORMATION

COUNTRY* Select the country where insurance coverage ends from the drop-down list.

CITY / PLACE* Type the city in the ‘City / Place’ field.



DISCHARGE INFORMATION

COUNTRY* Select the name of the country where goods are discharging at from the drop-down list, or default to ‘Same as Country of Origin’.

DISCHARGE FACILITY Start typing the first few letters to choose a discharge facility, if your shipments is made by Air or Ocean Vessel.

TEXT TO APPEAR ON You may overwrite the text that appears in the ‘Text to

CERTIFICATE Appear on Certificate’ field to match wording required by a Letter of Credit.

NO RISK AFTER DISCHARGE

Check the box “No Risk After Discharge” if coverage does not apply after un-loading. This will then show on the certificate, NO RISK AFTER DISCHARGE.

CLAIM SETTLING AGENT*

Select the Lloyd’s Agent from the drop-down list. Please note that even though this field has not been highlighted with an asterisk, it does become mandatory upon completion.

FULL DESCRIPTION OF CARGO*

Enter a complete description of the cargo.

MARKS & NUMBERS This field is optional. It’s to specify the type of cargo being shipped (i.e. 1 x 40 ft container, said to contain 50 pallets of new goods, serial number, seal number, etc.)

LETTER OF CREDIT CONDITIONS

Enter any special terminology required by a letter of credit.

Note: Terms and conditions entered in this section may not be broader than those offered by your policy.

ADDITIONAL INFORMATION

CERTIFICATE ISSUED (TICK BOX TO MATCH DATE OF DEPARTURE.)

Ticking this option ensures that the date the certificate was printed matches the ‘DATE OF DEPARTURE (ON OR ABOUT)’.

AUTHORISED SIGNATORY REQUIRED

Ticking this option ensures that the electronic signature appears on the certificate. Only on policies that have an electronic signature attached.

NOTE Enter any internal comments regarding the shipment. The information displayed in this field will not appear on the printed certificate.

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Verifying Coverage

When all the required fields have been completed, click the ‘Verify Coverage’ button. LECC will compare the shipment information against the conditions of your policy. If the shipment is outside the scope of your policy conditions, it will go into a referral process. If the shipment is not referred, LECC will refresh the screen against the specific shipment details.

Printing a Draft Certificate You may print a draft certificate any time after coverage has been verified. Select the certificate format available from the drop-down menu and click ‘Print Draft’. A draft version of the certificate will generate in Adobe PDF format for review/printing.

Save Template/Save Shipment Save Template: This feature is used to create templates for frequently occurring shipments. Enter a description of the shipment in the ‘REFERENCE NO. (FOR YOUR OWN USE & TEMPLATES)’ field and click the ‘Save Template’ button at the bottom of the page. You may

retrieve this template later via ‘Query / List’ which will take you into the ‘SHIPMENT SEARCH CRITERIA’ screen whereby you can search by the Reference Number. Then modify the information on the template to match your current shipment. Save Shipment: This feature is used to save the shipment prior to booking, shipments are saved for 30 days and can be retrieved from selecting the ‘Incomplete’ option on the ‘Query/List’ screen.

NOTE: Any certificate format that ends CPL it means “Claims Payable London/Local” and it will display the Claims Settling instructions as specified within the policy conditions.

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Confirming a Shipment After selecting ‘Verify Coverage’, click on ‘Confirm Booking’. If there any mandatory fields which are not sufficiently completed, a message will appears in a red box at the top of the screen which will advise what information is needed to proceed. If all fields are completed as required then the screen will refresh and display the Certificate Number for the new shipment.

Printing a Certificate To print a Certificate, select the certificate template from the drop-down menu, and click on ‘Print Certificate’.

The system will only allow for the printing of the original certificate (labeled “Original”) once. If you have difficulties printing original certificates please contact the Lloyd’s Certificate Office via email at [email protected] or the Oceanwide Desk at [email protected] if it is outside UK business hours.

Copy If you have to make several shipments which all have similar shipping details and destinations then you could use the ‘Copy’ button and make minor amendments before proceeding to ‘Confirm Booking’.

Cancel There are two ways to ‘Cancel’ a shipment either via this screen or via ‘Query / List’ which will take you into the ‘SHIPMENT SEARCH CRITERIA’ screen whereby you can search by ‘Booked’ shipments.



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There are several reasons you may need to cancel a certificate. • Certificate was booked and confirmed, but the shipment never

moved.

• Certificate was booked and confirmed, but it is a duplicate shipment.

Click on ‘Cancel Shipment’ under the menu, the below box will be displayed. Enter the reason for the cancellation (i.e., duplicate certificate, change in insured value, etc.) in the ‘Comments’ field and then click on ‘Proceed’ to complete the process.

Cancel and Replace If you have booked a shipment by mistake or realised that you need to make a minor amendment then this can be achieved by using the ‘Cancel and Replace’ button. Lloyd’s do not allow any amendments to be made to a certificate once it has been booked.

Enter the reason for the cancellation (i.e., duplicate certificate, change in insured value, etc.) in the ‘Comments’ field and then click on ‘Proceed’ to complete the process.

This will re-create all the same information from this shipment into a new form. You can then amend the required fields and follow the normal booking process of selecting ‘Verify Coverage’ and then ‘Confirm Booking’. This will cancel the previous shipment and give this certificate a new number.

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Attachments

If you need to attach a document or a picture then you can do this by selecting ‘Shipment Documents’ under the menu.

Simply select ‘Add’ at the bottom of the screen, then ‘Browse’ to upload a document or a picture from your computer. Enter a description and select any of the ‘Save’ options.

Be advised that this information does not show up on the certificate and it is only for internal purposes pertaining to the shipment.

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Certificate Referrals

A certificate referral indicates your shipment is outside of the terms and conditions of the policy and requires further review from the appointed Lloyd’s Broker and/or the insurance company. After clicking on ‘Verity Coverage’ a notification will appear advising you the reason for the referral.

To proceed, click the ‘Submit Referral’ button, which will send an email notification to the Lloyd’s Broker and your insurer. Once reviewed you will receive either a confirmed (accepted) or rejected email notification. If your referral is confirmed, use the ‘Query / List’ option to find and print your certificate

Reporting

Query / List

To generate query, search or reports, from Navigation Bar go to ‘Shipments’ and then select the ‘Query / List’ option from drop-down menu. This will direct you to the ‘SHIPMENT SEARCH CRITERIA’ screen where you can specify what data variables you would like to use in order to obtain your results.

Select any combination of criteria to define your query, search or reports. Once the desired data variables have been entered, you may choose either to view on screen or generate an Excel spreadsheet. Click the ‘Search’ button to run your query. If you choose the Excel format you will need to select from the ‘Select a Template’ drop down list either to have the report in ‘DEFAULT – Shipment Detailed’ or ‘DEFAULT – Shipment Summary’ type. Then you click on ‘Search’ button and the screen will refresh and it would advise you in a message at the top of the screen that:-

You will have to go to ‘Tools’ and from the drop down menu select the option ‘Data Output Centre’. The screen will refresh and another window will open stating ‘NOTIFICATION’, click on the ‘Close’ tab and then you will notice a report sitting in the ‘DATA OUTPUT CENTRE’.

Click on the highlighted blue file name and a box will appear asking if you would like to save the file or view it.

If you view it, it will open in Excel spreadsheet. You will then have the opportunity to customize the data as to your requirements.

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Data Output Centre

You also have the opportunity to view your data or how long you would like to keep it via the ‘DATA OUTPUT CENTER’ as shown in the screen shot below.

Simply click within the field that states ‘30 Days’ in order to view your options for how long you want to maintain the data in this section.

Using Filters

If you choose to view your query on screen then you will get the option of using filters. In order to do this you will have to go back to ‘Query / List’ so that you are presented with the ‘SHIPMENT SEARCH CRITERIA’ screen. Input your search criteria and then click on ‘Search’. See screen shot over.

Where a column can be filtered you will see the icon at the top of the column. You can also enter text in the filter field allowing you to search for specific shipments. So for example if you wanted to search for all shipments with the ‘Reference’ text of ‘test’ you would type the word ‘test’ within the filter field and click on the icon to specify the search.

See screen shot below as an example.

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The radio button is specified against the filter option ‘Contains’, which means search for the word ‘test’ and then click on ‘Apply All Filters’ in order for the search to be executed.

Depending upon the type of data that is available in the column you can select the filter to search by a number of parameters as explained below:-

• Not Set: No filter will be applied to the column.

• Equals To: Only displays entries that match the filter text exactly.

• Does Not Equal To: Only displays entries that do not match the filter text exactly.

• Like: Displays all entries that start with the filter text.

• Does Not Like: Displays all entries that do not start with the filter text.

• Contains: Displays all entries that contain the filter text.

• Does Not Contain: Displays all entries that do not contain the filter text.

• Is Null: Displays entries that do not include the field being filtered.

• Is Not Null: Displays entries that include the field being filtered, even if that field is empty.

• Is Empty: Displays entries that include the field being filtered, but the field is empty.

• Is Not Empty: Displays entries that contain any value in this column.

• Apply All Filters: If the data has been changed, this option will refresh the filters.

• Clear This Filter: Clears the filter text and sets the filter type to Not Set.

• Clear All Filters: Clears all filter text on the current page and sets all filter types to Not Set.

Furthermore you can export the data in various formats by clicking on the icon shown in the screen shot below. It will state ‘Export grid’.

You will then be displayed with options to export the data in the formats shown below. In this example the ‘PDF’ option is chosen in ‘Portrait’ style and then click on ‘Export now’ to apply the report. You will then get the option to view on screen or save file.

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Additional Features

Assured From the Navigation Bar go to the ‘Tools’ and then select from the drop down option ‘Assured’. If you have the required rights as assigned by the Lloyd’s Certificate Office then you can create and maintain additional users login accounts and set their system preferences. You will be able to update contact information, revoke suspensions, issue new passwords, give them specific rights and disable their accounts.

Creating a Login ID for a New User • Click the ‘Assured List’ or ‘Assured Management’ tab:

• Select the required Assured name.

• Click the ‘Employees’ button, you will be presented with a list of all current users.

• Click on ‘Add’ at the bottom of the screen, you will be presented

with a new screen which will allow you to create a new user.

• The following fields are mandatory to be filled in:-

o First Name o Last Name o Email o User ID (cannot contain any spaces) o Select one of the 4 User Types:-

Company Administrator – This user has access to all data within the policy regardless of where the user is set-up within the organizational hierarchy.

Administrator – This user has access to data within their own company and any other subsidiaries of their own company.

Power User – This user has access to data within their own company.

Private User – This user ONLY has access to data that they have entered themselves.

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Majority of times you would only use the Company Administrator or Administrator type however Power User is also a reasonable option.

Then set the following attributes for the user:-

o Default Currency Preference o Assign a security role – either 1 or 2 roles depending on the user:

>> 0.1 ‘LOL Standard Company Administer Rights’

If this option is selected then you would be assigning the same rights of a Company Administrator which would allow the user to create additional users and to manage them.

Or

>> 0.2 ‘LOL Standard Rights’

If you selected this option you would be assigning standard rights, which means they would not have the ability to create additional users.

o Tick the box Referral and Change Request Table o Enter 30 days for Templates Created Last (days) o Select 30 days for Shipments Booked Last (days) o Select the default policy o Check the Active tick box

• Click the ‘Save’ button at the bottom of the screen.

• Finally click on ‘Email New Password’ which will send a password link to the new user.

Profile From the Navigation Bar go to the ‘Tools’ and then select from the drop down option ‘Profile’. This will give you the details of your account. You will be able to update contact information, system preferences, viewable status tables, and change your password.

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Vessel Search From the Navigation Bar go to the ‘Tools’ and then select from the drop down option ‘Vessel Search’. You can access the Informa database to get information on a vessel. Enter the name of the vessel in the ‘VESSEL SEARCH CRITERIA’ screen and click on ‘Search’ to locate the desired vessel information.

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