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8/12/2019 CS Training 1st day.pptx
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WebXL
Training
Confiana Seguros
21st 25th of
January, 2013
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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
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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 .
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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
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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
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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).
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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.
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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.
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Browsing Through WebXL / WebXL Search Tool 3/5
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
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Browsing Through WebXL / WebXL Search Tool 4/5
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.
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Browsing Through WebXL / WebXL Search Tool 5/5
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
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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
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Browsing Through WebXL / WebXL List Tool 2/6
When called, the list tool appears as below :
Soft FiltersColumn
Data
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Browsing Through WebXL / WebXL List Tool 3/6
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
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Browsing Through WebXL / WebXL List Tool 4/6
Data selection is carried out using the screen below.
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Browsing Through WebXL / WebXL List Tool 5/6
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
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Browsing Through WebXL / WebXL List Tool 6/6
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.
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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.
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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.
/ /
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Browsing Through WebXL / WebXL Explorer 2/8
Cedants
h h b / b l /
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Browsing Through WebXL / WebXL Explorer 3/8
The reinsurance plans
Reinsurance plans
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B i th h W bXL / W bXL E l 5/8
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Browsing through WebXL / WebXL Explorer 5/8
Sections
Section
B i Th h W bXL / W bXL E l 6/8
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Browsing Through WebXL / WebXL Explorer 6/8
Accounts, claims, events
Accounts, claims and events
Bro sing Thro gh WebXL / WebXL E plorer 7/8
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Browsing Through WebXL / WebXL Explorer 7/8
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
Browsing Through WebXL / WebXL Explorer 8/8
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Browsing Through WebXL / WebXL Explorer 8/8
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
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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
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Repositories / Purpose of the Repository
A set of parameters reused throughout the system during the various reinsurance processes.
Repositories / WebXL Dictionary 1/2
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Repositories / WebXL Dictionary 1/2
The Dictionary is part of the Generalrepositories.
It contains all values that are used throughout the system.
Repositories / WebXL Dictionary 2/2
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Repositories / WebXL Dictionary 2/2
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
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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
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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
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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
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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
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A grouping of nature codes manually defined by users
Calculation Basessare created in the Dictionary
Bases
Repositories / Calculation Engine Settings / CalculationModels
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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
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Complete the
calculation model
Base also exists at contractual
level, but only requires completion
for premium tax calculations
Repositories / Calculation Engine Settings / Section Field
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Complete the
calculation base
Repositories / Calculation Engine Settings / Reporting
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It is possible to print lists of the Calculation Engine settings
Repositories / Accounting and Financial Repositories
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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
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Reporting
It is possible to print lists of the Accounting Repository settings
100% Insurance Data
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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
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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
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Administration tab
Contract management / Policy 2/4
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Sum insured tab.
Contract management / Policy 3/4
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Reinsurance tab
Contract management / Policy 4/4
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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
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Step 1 Step 2
Creation of a policy 2/5
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Step 3 Step 4
Creation of a policy 3/5
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Step 5 Step 6
Creation of a policy 4/5
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Step 7 : Manual link to facultative contracts
Creation of a policy 5/5
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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
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A claim is another wording for major loss or individual loss or individual claim.
Claims module 2/13
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Creation process
The creation process requires that Records | New | Claim be applied.
All fields in red are mandatory.
Claims module 3/13
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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
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Creation process
Follow the creation steps.
Claims module 5/13
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Creation process
These tick boxes are for information only.
Claims module 6/13
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Creation process
A free test box then appears.
Claims module 7/13
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Creation process
Followed by a second comments free text box
Claims module 8/13
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Data entry
This may be done using the Detailsvaluationtab.
Claims module 9/13
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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
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Data entry
The data is then displayed as hereunder.
Claims module 11/13
D t t
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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
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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
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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
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Link the claim to a policy
Claims linked to the policy 2/2
Link the claim to a policy
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Link the claim to a policy