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ECF 2 Gary Bass, LMA 21 October 2009 ECF2 Release 1 ECF2 Release 1 will provide tools and services that will reduce the end-to-end cycle time for claims handling and settlement. Background • Market claim handling has seen a massive change in the past 2 years from paper file based face-to-face claims broking to the widespread adoption of electronic handling of claims (ECF) using CLASS and the IMR – Noticeably reduced elapsed times for claim advice throughput (potentially halved) but greatly increased effort for carriers (2-4 times more) and electronic volumes set to increase • Current systems (CLASS and IMR, with ECF screens) not assisting carriers and brokers in: – Workflow management – Document file review – Management information – And some transaction types (esp. Binder & Proportional Treaty claims) not properly supported by CLASS • Lloyd's wishes to change its claim handling scheme to be more flexible ECF2 Release 1 – Benefits Service benefits • Reduced turnaround times • Greater productivity • More effective claim handling From improved management, usability and information: • Managing workload through “workflow services” • Updating your own records through “workflow triggers” • More efficient and effective file viewing using “Document File Viewer” • Improved “ECF” data user interface, including ECF User Group change requests • Common set of screens for companies and Lloyd’s users • Claim handling performance and reconciliation information • Additional data (e.g. Expert fees) for Lloyd’s underwriters ECF2 Release 1 – Benefits A step towards... • Support for more flexible claim agreement and settlement schemes • Ability to handle claims entirely within your own systems • Adoption of new ACORD standards to support international operation • New claims agreement systems to augment and eventually replace CLASS • A new broker interface to advise claims cross-market ECF2 Release 1 - Applications in detail Claims Workflow Triggers (CWT) for notifying when a claim file requires action • Available via new Claims Workflow Services or as feed to drive in-house claims workflow system Claims Workflow Services (CWS), whereby a claims department will be able to: • See the status of their claims, whether or not awaiting their action • Assign actions to specific users in their team Claims Agreement Screens (CAS) for reviewing, responding and settling claims • Single user interface, displaying claims data from CLASS, available for both the Lloyd’s and Company market Document File Viewer (DFV) for fast online viewing of IMR documents • Aggregated PDF document containing all documents for a single claim file • Text search facility within this PDF version of the claim file Claims Data Warehouse (CDW) for providing service performance information • Includes data exploration, reconciliation capabilities and XCS additional data extracts Single Sign On (SSO) for all of the new applications listed above • Removes the need for the user to log on each time they access a different application ECF2 – Other deliverables approved by the market eCOT+ • Making the business case for an extended ACORD standard (eCOT+) for claims using “two-way messaging” with message types to support querying, forwarding, and onward actions • Aim is to get an ACORD Working Party to define the detailed standard for approval during 2010 • The project may undertake analysis of current and proposed business flows, and consider how claims relates to other messaging areas such as eAccounts and pro-rata treaties Binder Prototype • Analysis of the systems needed to process 100% of Lloyd’s binders electronically • The project will produce a set of storyboards and a prototype suitable for the basis of a formal Binder System proposal for development in 2010 Improved Performance for Electronic Claims ECF2 Release 1 – Market Engagement System Design • ECF2 Workflow and Claims Data screens ... User Group until end October • ECF2 Reporting – User Group November/December Communications • A communications and engagement plan will be published in November Early Views/Trials • ECF2 Reporting pilot reports December for selected carriers Market Testing • To be planned in 2009 for Spring 2010 Deployment • Start planning this year on when and how to deploy ECF2 components • Live dates for deployment between May – December 2010 and ongoing thereafter ECF2 Organisation Chart Market PM: Gary Bass/Pat Talbot ECF2 Programme Overall Xchanging PM: Stuart Pembery PID: Not required TOR: Draft Start Date: 28.09.09 eCOT+ Core ECF2 & Single Sign-on Market PM: Laura Bramble Market PM: Gary Bass Market PM: Gary Bass Market PM: Gary Bass Xchanging PM : John Ticehurst Xchanging PM: Ian Nicol Xchanging PM: Rachel Deal Xchanging PM: Peter Taylor PID: TBA PID: Draft PID: Draft PID: TBA TOR: TBA TOR: Draft TOR: Draft TOR: TBA Start Date: 21.09.09 Start Date: 09.09.09 Start Date: 10.08.09 Start Date: 05.10.09 Completion Date: Q1 2010 Completion Date: Q4 2009 Completion Date: Functionality Q4 2009 Completiom Date: TBA Binder Prototype/Pilot ECF2 Reporting ECF - Binder Prototype Pilot Market Project Manager: Xchanging Project Manager: Working Group Members: Laura Bramble John Ticehurst Gary Bass Paul Bastien Clive Campbell Mark Knight Steve Flood [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] Meeting frequency: Start Monday 21st September – 3.30pm – every two weeks thereafter Location: Xchanging Completion: Ready for LMG meeting, Q1 2010 ECF – ECOT+ Market Project Manager: Xchanging Project Manager: Working Group Members: Gary Bass Ian Nicol Steve Flood David Hughes Lee Morris Barry Le Page Graham Loughlin Guy Monk Mike Annison Pat Talbot Mike Smith Rob Hadgraft (TBC) Ben Snape (TBC) [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] Meeting frequency: Start 9 September 2009 – weekly until wrap up meeting on 20 October 2009 Location: LMA Offices Completion: Q4 2009 ECF – Core + Single Sign-on Market Project Manager: Xchanging Project Manager: Working Group Members: Gary Bass Rachel Deal Bernard Rice Susan York Steve Flood Pat Talbot John Ticehurst Clive Campbell Conrad Gilborn Iain Reynolds Laura Bramble (optional) Linda Potts Martin Lancaster Martin Bolton Matthew Shelton Michael Hutchins Scott Kellers Stephen Roach Tim Lovick [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] Meeting frequency: Start 10 August 2009 – 2 – 3 times per week Location: Xchanging Completion: First phase functional specification complete – October/November 2009 ECF2 Release 1 - Contact us Geoff Kennard [email protected] +44 (0) 20 7780 5264 Stuart Pembery ECF2 R1 Programme Manager [email protected] +44 (0) 20 7780 5684 Market’s Current use of ECF and IMR/CLASS Documents IMR ECF/ DMS CLASS Carrier Claim System CLASS & other systems Carrier Systems Workflow Internal MI Xchanging Carrier Data Warehouse ECF2 Release 1 – Core ECF2 (DFV, CWS, CAS, CDW) Documents DFV IMR ECF2 DMS Carrier Claim System GUI ECF2 Workflow Carrier Systems CLASS & other systems ECF2 MI Data Downloads Claims Data Warehouse Xchanging Carrier Data Warehouse Stage 4 – ECF2 Release 2 Documents DFV IMR ECF2 GUI DMS Message Service Interface Carrier Claim System ECF2 Workflow Carrier Systems CLASS & other systems ECF2 MI Data Downloads Claims Data Warehouse Xchanging Carrier Data Warehouse