Transcript Lloyd’s Wordings Repository - HOME

Lloyd’s Wordings
Repository
January 2009
Trusted Source of Model Wordings

Designed by the market for the market
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Managed by Lloyd’s / LMA, hosted by ISO
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Aid to pre-bind quality assurance (including contract certainty)
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Easy access to current wordings
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Actively-managed content
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Supports business processes over the entire London market
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Ongoing and continuous improvement based on user feedback
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Lloyd’s Wordings Repository (LWR) is used by all Lloyd’s managing agents
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Widening market take-up by third party service providers via ISO
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Repository Benefits
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The LWR is designed to assist customers by:
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Supporting pre-bind quality assurance
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Speeding up the placing process
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Supplying accessible, current, actively-managed content
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Only source for managing agents’ own new wordings
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Confirming admitted wordings for Illinois, Kentucky and USVI
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Providing a single definitive version of every document
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Providing content with a uniform structure and style
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Providing a single document for placing and evidencing cover
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Option to retain own “sponsored section”
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Making use of the Repository
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Simple Search
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Advanced Search
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On-line Collaboration
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My Favourites
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Users Can Submit New Wordings
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Core section (shared)
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Sponsored section (individual user’s)
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Alert Services
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Easy Web Access
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DRI (Document Repository Interoperability)
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Repository Structure
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There are different sections for each major type of wording including:
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Core wordings (LMA, AVN, JH, LSW, LPO, IUA) – (BRMA being added)
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Managing agent wordings
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Broker wordings
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Other market wordings
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Repository Access Protocols
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Access protocols have been set following discussions with market
representatives as follows:
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All core and other market wordings are available to all subscribers
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All managing agents’ wordings are available to all subscribers
Brokers may choose to have their own wordings available to themselves
and managing agents only (i.e., not available to other brokers)
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Lloyd’s Wordings Repository Steering
Group
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Kieran Flynn
[email protected]
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David Banks
[email protected]
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Martin Roberts
[email protected]
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Alison Colver
[email protected]
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Shazia Rennison
[email protected]

Adrian Graham
[email protected]
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LWR Contact Details
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Repository Administrator
Shazia Rennison
[email protected]
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ISO Contact
Chris Kent
[email protected]
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Repository
Demonstration
Demonstrations of each search and other main
feature follows, with relevant screen prints – 9 in all
Repository Demonstration
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Simple search (00:01:09)
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Advanced search (00:01:41)
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On-line collaboration (00:01:04)
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My Favourites (00:00:57)
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Submit New Wordings (00:00:28)
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Alert service (00:00:37)
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DRI (Document Repository Interoperability) (self-navigating)
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Other account services (00:00:46)
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Help functions (00:00:31)
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Simple Search
Simple search requires only a partial entry of the
document number.
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Simple Search
Simple search requires only a partial entry of the
document number.
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Simple Search
Partial entry will return every document where that partial entry appears. In this
case, “LMA30” has returned 79 results.
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Simple Search
Results are sorted by reference number, however you can also sort documents
through the order by drop down menu...
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Simple Search
…or by clicking on a blue column title.
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Simple Search
Each document referenced also contains a status, identifying the document as
active or archived.
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Simple Search
There is also further information available, so by clicking on the information
folder…
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Simple Search
…you will see additional wording information on the selected document.
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Simple Search
Each document in the repository can be downloaded as either a Word document or
a .pdf file by clicking on the desired format – in this case, .pdf.
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Simple Search
When necessary, a translation of the document is also available in Word format by
clicking on “translation” in the view/download column.
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Simple Search
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Advanced Search
More detailed searches can be done using the
advanced search option.
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Advanced Search
Once you have
selected advanced
search, you can filter
choices by market
using the drop down
menu.
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Advanced Search
Once the market type
has been selected,
you can filter by class
of business.
Class of business will
provide only those
options available
based on the market
type selected.
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Advanced Search
Once you have
selected the market
type and class of
business, you can
then search within
those sections.
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Advanced Search
There are four sections to
search:
- Core
- Managing Agent
- Broker/Others
- ISO Library
For this example we will
search:
- Core, Active
- Managing Agent, Active
- Broker/Others, Active
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Advanced Search
Now that you’ve
made all of your
selections, select
search.
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Advanced Search
This advanced search returned 85 results.
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Advanced Search
The number of entries displayed on a single screen can be selected, and the sequence of
records displayed can be customised, as required. Up to 60 results per page can be shown.
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Advanced Search
Within the advanced
search you can also
search text. Here we
will search for the text
“equine” within the
United States.
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Advanced Search
The search returned 16 results. The search can be further refined by selecting modify
search, which will return you to the previous screen.
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Advanced Search
The previous screen
will retain the
parameters of your
original search.
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Advanced Search
You can further
refine your search
through other
available fields. In
this case, we’ll retain
the same
parameters, yet
search only those
documents
containing LMA in
the reference
number.
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Advanced Search
This refined search now returns only 1 document.
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Advanced Search
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On-line Collaboration
On-line collaboration is provided through the copy links to clipboard option within your
search results.
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On-line Collaboration
First, select the check box next to the document or documents you would like to share.
You can select multiple documents at one time.
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On-line Collaboration
Then click copy links to clipboard.
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On-line Collaboration
You can now share these links via email. Right click and select paste.
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On-line Collaboration
And the items selected will appear in the email with the reference numbers and
title/description.
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On-line Collaboration
The recipient will need only to click on any of the links provided…
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On-line Collaboration
Which will take them to the LWR login screen.
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On-line Collaboration
Once logged in, the recipient will then choose to open or save the referenced
document.
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On-line Collaboration
In this example, the document has been opened. This sharing functionality will
work with any application that permits you to paste information.
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On-line Collaboration
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My Favourites
To add documents to my favourites, simply select the check box next to the document
or documents you would like to save…
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My Favourites
Then click the add to favourites link.
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My Favourites
You will see a notification that your favourites have been updated.
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My Favourites
To access saved documents, click on the my favourites button in the left navigation bar.
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My Favourites
You will see all of the documents saved to my favourites. These document will remain in
your favourites until removed.
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My Favourites
To remove items from your favourties, click the check box next to those items you wish
to remove…
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My Favourites
Then click on the link titled remove from favourties.
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My Favourites
Those documents will be removed and you will retain the remaining documents in your
favourites.
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My Favourites
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Submit New Wordings
Users can submit
their own
wordings for
review. In the left
navigation panel
users can select
submit a wording
for review.
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Submit New Wordings
Once selected, a
submission form
needs to be
completed.
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Submit New Wordings
After completing the form you will
receive a confirmation message.
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Submit New Wordings
You can check the
wordings you have
submitted by selecting
submitter’s queue.
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Submit New Wordings
After selecting submitter’s queue, you will be able to see all of your submissions and
their status.
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Submit New Wordings
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Alert Service
The alert service will notify you by email when updates are
available. You can sign up for the alert service by clicking the
account services link at the top of the screen.
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Alert Service
Within account services, select subscribe/unsubscribe to
Lloyd’s alerts.
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Alert Service
First you can update your e-mail, then…
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Alert Service
You can set your alerts by market and class of business, country/jurisdiction, language,
and section.
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Alert Service
After all of your selections have been made, select the update my subscription” button.
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Alert Service
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DRI
DRI allows a user’s
computer system to act
as an LWR user. The
user’s computer
communicates with the
LWR backend by sending
messages (as defined by
the DRI spec) to ISO.
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DRI
The user’s computer
system will conduct a
simple search of the LWR
by sending a DRI request
message to the LWR
backend.
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DRI
The source (LWR) will
then identify a list of
documents matching the
search criteria.
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DRI
Once identified, the
results are then sent
back in DRI response
message to the user’s
computer system.
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DRI
The user’s computer
system will then identify
the correct, relevant
document(s), and then
will submit a DRI request
to the source (LWR).
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DRI
At which point, the final
document(s) are
delivered back to the
user’s computer system.
The entire process is
completed in seconds.
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Other Account Services
From account services, you can also change your
password, manage your profile, and set search
preferences.
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Other Account Services
To change your password, click change password.
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Other Account Services
From the change password screen, you can
reset your password by entering your user id,
providing your old password, and then entering
and confirming a new password.
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Other Account Services
We’ll now demonstrate how to manage your profile.
Select manage profile from the account services page.
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Other Account Services
You can change any of the information available on the user profile screen.
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Other Account Services
Click save to update your user profile.
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Other Account Services
You can also set your search preferences to match the
functionality you are most comfortable with.
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Other Account Services
Personalization settings will allow you to determine the
number of search results you view per page. You can
also set your preference for simple search or
advanced search.
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Other Account Services
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Help
The repository includes a robust help section.
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Help
This section includes information
on searching, submitting
wordings, contacts, and other
introductory information. By
selecting any of the links, you will
find a “how-to” on the subject.
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Help
To provide an example, let’s view
the account services help function.
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Help
This section provides a description of all of the options available under account services.
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Help
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