Lloyd’s Wordings Repository February 2008. © Lloyd’s Trusted Source of Model Wordings Designed...

Lloyd’s Wordings RepositoryFebruary 2008

Trusted Source of Model Wordings

Designed by the market for the market

Managed by Lloyd’s / LMA, hosted by ISO

Aid to pre-bind quality assurance (including contract certainty)

Easy access to current wordings

Actively-managed content

Supports business processes over the entire London market

Ongoing and continuous improvement based on user feedback

Lloyd’s Wordings Repository (LWR) is used by all Lloyd’s managing agents

Widening market take-up by third party service providers via ISO

Repository Benefits

The LWR is designed to assist customers by:

Supporting pre-bind quality assurance

Speeding up the placing process

Supplying accessible, current, actively-managed content

Only source for managing agents’ own new wordings

Confirming admitted wordings for Illinois, Kentucky and USVI

Providing a single definitive version of every document

Providing content with a uniform structure and style

Providing a single document for placing and evidencing cover

Option to retain own “sponsored section”

Making use of the Repository

Simple Search

Advanced Search

On-line Collaboration

My Favourites

Users Can Submit New Wordings

Core section (shared)

Sponsored section (individual user’s)

Alert Services

Easy Web Access

DRI (Document Repository Interoperability)

Repository Structure

There are different sections for each major type of wording including:

Core wordings (LMA, AVN, JH, LSW, LPO, IUA) – (BRMA being added)

Managing agent wordings

Broker wordings

Other market wordings

Repository Access Protocols

Access protocols have been set following discussions with market

representatives as follows:

All core and other market wordings are available to all subscribers

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)

Lloyd’s Wordings Repository Steering Group

Kieran Flynn

kieran.flynn@lloyds.com

David Banks

djbanks@travelers.com

Martin Roberts

martin.roberts@catlin.com

Shazia Rennison

shazia.rennison@lmalloyds.com

Adrian Graham

adrian.graham@lmalloyds.com

LWR Contact Details

Repository Administrator

Shazia Rennison

shazia.rennison@lmalloyds.com

ISO Contact

Kevin Curtis

kevin.curtis@iso.com

Repository Demonstration

Demonstrations of each search and other main feature follows, with relevant screen prints – 9 in all

Repository Demonstration

Simple search (00:01:09)

Advanced search (00:01:41)

On-line collaboration (00:01:04)

My Favourites (00:00:57)

Submit New Wordings (00:00:28)

Alert service (00:00:37)

DRI (Document Repository Interoperability) (00:00:00)

Other account services (00:00:46)

Help functions (00:00:31)

Simple Search

Simple search requires only a partial entry of the document number.

Simple Search

Simple search requires only a partial entry of the document number.

Simple Search

Partial entry will return every document where that partial entry appears. In this case, “LMA30” has returned 79 results.

Simple Search

Results are sorted by reference number, however you can also sort documents through the order by drop down menu...

Simple Search

…or by clicking on a blue column title.

Simple Search

Each document referenced also contains a status, identifying the document as active or archived.

Simple Search

There is also further information available, so by clicking on the information folder…

Simple Search

…you will see additional wording information on the selected document.

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.

Simple Search

When necessary, a translation of the document is also available in Word format by clicking on “translation” in the view/download column.

Simple Search

Advanced Search

More detailed searches can be done using the advanced search option.

Advanced Search

Once you have selected advanced search, you can filter choices by market using the drop down menu.

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.

Advanced Search

Once you have selected the market type and class of business, you can then search within those sections.

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

Advanced Search

Now that you’ve made all of your selections, select search.

Advanced Search

This advanced search returned 85 results.

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.

Advanced Search

Within the advanced search you can also search text. Here we will search for the text “equine” within the United States.

The search returned 16 results. The search can be further refined by selecting modify search, which will return you to the previous screen.

Advanced Search

The previous screen will retain the parameters of your original 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.

Advanced Search

This refined search now returns only 1 document.

Advanced Search

On-line collaboration is provided through the copy links to clipboard option within your search results.

First, select the check box next to the document or documents you would like to share. You can select multiple documents at one time.

Then click copy links to clipboard.

You can now share these links via email. Right click and select paste.

And the items selected will appear in the email with the reference numbers and title/description.

The recipient will need only to click on any of the links provided…

Which will take them to the LWR login screen.

Once logged in, the recipient will then choose to open or save the referenced document.

In this example, the document has been opened. This sharing functionality will work with any application that permits you to paste information.

My Favourites

To add documents to my favourites, simply select the check box next to the document or documents you would like to save…

My Favourites

Then click the add to favourites link.

My Favourites

You will see a notification that your favourites have been updated.

My Favourites

To access saved documents, click on the my favourites button in the left navigation bar.

My Favourites

You will see all of the documents saved to my favourites. These document will remain in your favourites until removed.

My Favourites

To remove items from your favourties, click the check box next to those items you wish to remove…

My Favourites

Then click on the link titled remove from favourties.

My Favourites

Those documents will be removed and you will retain the remaining documents in your favourites.

My Favourites

Submit New Wordings

Users can submit their own wordings for review. In the left navigation panel users can select submit a wording for review.

Submit New Wordings

Once selected, a submission form needs to be completed.

Submit New Wordings

After completing the form you will receive a confirmation message.

Submit New Wordings

You can check the wordings you have submitted by selecting submitter’s queue.

Submit New Wordings

After selecting submitter’s queue, you will be able to see all of your submissions and their status.

Submit New Wordings

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.

Alert Service

Within account services, select subscribe/unsubscribe to Lloyd’s alerts.

Alert Service

First you can update your e-mail, then…

Alert Service

You can set your alerts by market and class of business, country/jurisdiction, language, and section.

Alert Service

After all of your selections have been made, select the update my subscription” button.

Alert Service

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.

The user’s computer system will conduct a simple search of the LWR by sending a DRI request message to the LWR backend.

The source (LWR) will then identify a list of documents matching the search criteria.

Once identified, the results are then sent back in DRI response message to the user’s computer system.

The user’s computer system will then identify the correct, relevant document(s), and then will submit a DRI request to the source (LWR).

At which point, the final document(s) are delivered back to the user’s computer system.

The entire process is completed in seconds.

Other Account Services

From account services, you can also change your password, manage your profile, and set search preferences.

To change your password, click change password.

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.

We’ll now demonstrate how to manage your profile. Select manage profile from the account services page.

You can change any of the information available on the user profile screen.

Click save to update your user profile.

You can also set your search preferences to match the functionality you are most comfortable with.

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.

The repository includes a robust help section.

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.

To provide an example, let’s view the account services help function.

This section provides a description of all of the options available under account services.

Lloyd’s Wordings Repository February 2008. © Lloyd’s Trusted Source of Model Wordings Designed...

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