© Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging

© Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging.


GENIUS Enquiries

INTERNAL & EXTERNAL PRESENTATIONSReady to Use

Version 0.1

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There are four types of enquiry that can be made using this system:-

Breakdowns an individual policy, claim, or account

give a progressively detailed breakdown of a policy or claim, such as the

sections, section details and coverages, the terms (policy only), the units, and the

transactions in summary or total.

Interrelationships of policies, claims and names

show the connections between names, claims and policies.

Accumulations and results

show results over a specified period by any user defined grouping to give a quick

enquiry onto the more important categories.

Lists and searches

where the user can choose to select on any combination of the analysis codes

and dates. The functions have include/exclude and range options. They can then

lead to an individual policy or claim, or aggregate enquiries.

OVERVIEW

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As can be seen, it is possible to use the enquiries to ‘drill-down’ and look at each level

of a policy, claim or Accounts structure etc. It is even possible to link some enquiries in

a sequence, so that you automatically visit a series of enquiries. To begin planning how

to arrange and use their range of enquiries, refer to the Enquiry Planner Charts.

Enquiry screens tend to be either list screens of multiple items or display screens for

single enquiry items. Some list enquiry screens lead to one or more display enquiry

screens. The following chart abbreviates the two types of screen, and other enquiry

features (refer to the chart key for details).

HOW TO USE THE ENQUIRIES

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ENQUIRY PLANNER - Policy & NamesPolicy

Policy Select

General Prompt E1 *Risk Prompt E2 *L Risks by Assured E4 *

General

L Policy Summary S6 *L Policy History M6 *D Policy Stats M7 *L Decln to Lineslip M8 *D Lineslip Statistics M9 *L Name Inv for Risk N1 *

Perils

L For Policy Q1 *L For Area Q2 *L Summary for Area Q3 *

Rating

D Rating Table G1 * Rating Master Enq G2 *

Other

L Pol Endorsements & Events MG *

Wordings & Documents

L Policy Wordings W1 *L Policy Documents W2 *

Units

L Units U1 *L For Policy/Section /Section Detail U2 * L Usage by Section U3 *L Usage by Coverage U4 *

Items

L Item Groups I1 *L Items I2 *L Item Group Usage for Covers I3 *

Related Information

L Relationships NB *L Company Sets NC *L Co. Set History NF *D Addl. Details ND *L Prof. Association NE *L Agcy Agreements NH *

Names

Names

Prompt E4 *L Person by Surname NG *L Names N0 *D Name N5 *

How / Where Used

L Pol. for Name N2 *D Pol. for Name N3L Usages for Name N4 *L Names for Usage N6 *D Name Usage N7 *

Addresses

D Addresses NA *L Addr. for Name N8 *L Names for Addr. N9 *L Address Search RM *

Audit

L Name Audit AN *L Deleted Names AD *

Master

L Master M1 *D Master (& Sectns) MF *L Endorsmts History M2 *D Master (only) M3 *L Masters by Name Involvement Ref M0 *

Section

Prompt E3 *L Section S1 *L Participation Groups for Section S5 *

Section Detail

L Section Detail S2 *L History S3 *D Section Details S4 *

Coverage

L Coverages C1 *L Coverage History C3 *D Coverage C4 *

Deductions

L Groups D1 *L Group Versions D2 *L Deductions D3 *D DeductionL Dedn Grp Usage D5 *L Partpn Groups for Deduction Group D6

L Groups P1 *L Group History P2L Partpns for Group P3 *D Participant Details P4 *L Usage by Section P5L Participants P6 *

Participations

D Pol Ceded Amts C6 *L RI Attachmt for Pol R1 *L RI Att. for RI Pol R2 *

Reinsurance

L Terms Versions M4 *L Terms M5 *

Terms

Control of ProcessingPolicy Components

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ENQUIRY PLANNER - Accounts, Claims & Others

Area

Prompt E1L Area A1 *L Peril Detail Q2 *L Peril Summary Q3 *

Exposure by Location

Prompt E5 *Locn Accumulations E7

Non-Enquiry Options

Underwriting Maint. UM *Claim Maint. KM *Update Cheque Dtls. KU Cumulative Stats. CS *Diary DY *Work with Renewal Diary Entries R3Calculator *C

Others

Narrative

D Policy Narrative PN *D (If / where available) DND Claim Narrative KN *

Accounts / Statistics Claims

Accounts / Ledger

Prompt E6 *

Claims Select

Prompt E1 *L By event date KG *L In ref seq. K0 *L Claims for policy K1 * (if no policy, lists unattach.)L Clms for Pol / Sect KS *L Related Claims KA *L Clm Name Inv Srch KD *L By Brk ref 2 KE *L Pol Clms by Ev Dte KI *L Claim Catastrophes KK *D Clm Mstr Lrge Loss KZ *

Master

D Master (options) K2 *L Amount summary K5 *

Sections

L Sections K3 *D Section K4

Litigations & Recoveries

L Litigations KC *L Recoveries KF *

Transactions

L Transactions K6 *L Payments (Desc) KX *L Paid & O/S (Desc) KY *D Transaction Detail K7D Payment Details K8L Amounts K9 *L Final / Reopen KB *D Claim Auth Entries KHD Auth Entries- Batch KJ *L Unauth Trans - Clm KR *D Claim Narrative KN *L Payments KP

Bank Balances

L By Co. / Branch / Bank a/c BX *L By Bank a/c BY *L Cash Journals B6D Cash Journal B7

Account Balances

L Balance - a/c ccy B1 *L Balance - orig ccy B2 (*)L History B3 *L Detail - active B4 (*)D Ledger Item Detail B5

Allocation Sessions

L For a/c BAL Session Details BBD Alloc Item Detail BC L Allocation Session

Create BD L ALL Allcn Sessions BG

Balances Other Records

Journal Vouchers

L Journal Vouchers B8L Jrnl Voucher Dtls B9L Transfer Journals BE

Cheques

L Cheques KLD Payment Details KQD Payment Auth. KW

Miscellaneous

L Assured Ledger Enq BF

Ledger Posting

L Ledger Postings for Pol / Trans L1 *D Ledger Postings L2 *L Amounts for Ledger Posting L3 *L Ledger Postings L4 * L Archive Posting for Policy / Trans L5 *D Archive Postings L6

Transactions

L Trans by Their Ref T1 *L Policy Trans T2 *D Trans Header T3 *L Amts for Trn/Mster T4D Amount Details T5L Statistics Section for Transaction T6D Statistics Section Details for Trans T7L Amounts for Pol T8

Accts/ Stats Generation

Line of Business - Specific Enquiries

L Aircraft Attachts AAD Cargo Declaration CDD (Med.) Case Enquiry CED Motor S7D by Chassis No. S8D Make / Model List V1D Make / Model V2

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ENQUIRY PLANNER (KEY)

General Key

* = Usable as an intial enquiry. GENIUS will prompt for policy or other required data, if unknown

(*) = Usable, but may not be an easy access route

L = A list enquiry (Note: Entering the number ‘5’ against a list entry, or double-clicking on your mouse will usually display a detail screen, depending on your system setup)D = A display enquiry

Command Option Key (by 1st Character)

A Area & Audit L Ledger

B Accounts M Master (Policy)

C Coverages N Name

(CS Cumulative Statistics) P Participations

D Deductions Q Perils

(DN Display Narrative) R Reinsurance

(DY Call Diary Sub-System) S Sections & Section Details

E Enquiry Prompts for selecting records T Transactions (Policy)

G Rating U Units

I Item (UM Call U/W Maintenance) K Claims (including Claims Transactions) W Wordings

This chart is intended to show both the existing range of enquiries and their related groupings, e.g. ‘Policy Components’, ‘Control of Processing’ etc. As such, it provides a guide for how to ‘drill-down’ by levels of file structure when analysing a policy or claim etc. It should be noted that the selection of available enquiries, their titles and the command options used to call them will vary between customer sites.

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To give quick access to information entered in and generated by GENIUS

Be able to move very quickly between functions showing information from completely

different parts of the system

Can look at information about a policy or claim

Some enquiries show the type of information that is only available otherwise in the

Reports. This would be lists and details of premiums or claim payments for a single

policy or claim; accumulations of amounts over many policies; or lists of policies having

one or more of the analysis codes in common. This information can be accessed in a

fraction of the time it would take to run a report.

WHY ENQUIRIES ARE USED

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There are two ways to access the Enquiry system:

From a Menu

There are three menus with an option to call the Enquiries - the Main Menu the

Claims Menu and the Accounts Menu. For the first two, the screen ‘General

Enquiry Prompt’ is presented and for the later the screen ‘Ledger Enquiry prompt’

is called.

From Policy, Claims or Accounts Maintenance

You can either press F15=Enquiries or enter a 5=Display against an item in a list.

The screen called will vary depending on where the option is taken. Use this

method if need to find out something while altering the policy, claim or accounting

information, without exiting the maintenance routine. For example if you were

about to enter a payment for a claim, you could go straight to the Enquiry system

to look at the payments that have already been made.

ROUTES TO THE ENQUIRY SUB-SYSTEM

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Genius Enquiries functions provide a means of running any program defined to Genius and

identified with a two-character code. These codes can be changed and customised in each

system. The standard codes are listed on the Enquiry Planner:

L enquiries produce a list of records

D enquiries display one specific record

* enquiries are first level enquiries,

First level enquiries can be accessed from the Enquiries prompt without first specifying the

record (e.g. policy or claim) on which the enquiry is to be performed. In these cases

Genius will guide you through the selection. Other Enquiries (without *) require you to first

identify the record to be enquired. EXAMPLE: In the T3 enquiry (Display Transaction

Header), a policy transaction must first be selected (e.g. by using T2 or T8 and choosing

one transaction from the list). T3 is not a first level enquiry.

EXERCISE

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This exercise is in three parts:

Part A of the following enquiries exercise covers only a few of the main Genius enquiries.

Genius has over 170 different enquiries. It is important to your successful use of the

system that you are familiar with the main enquiries and that you can find and use other

enquiries when you need them.

The Enquiry Planner is designed to help you move from a general need for information, to

identifying the areas of Genius relevant to your enquiry, and the most useful enquiries in

these areas.

Part B requires you use Genius Enquiries to explore the database and identify suitable

questions for others to answer.

Part C requires you to swap questions and attempt to answer the questions posed by

others

EXERCISE

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Part A:

1.Policy Enquiries

a)How many Masters starting with Reference Q000… are recorded?

b)When was policy 000003 001 written? What was the period of insurance?

c)How many sections are recorded?

d)How many section details?

e)How many policies do Applied Technology have?

What was the unit attachment start date for the Leman St location in PD?

•What percentage is ceded to treaty?

a)Who are the solicitors involved for this policy and from when?

How many policies are they involved in?

a)How many endorsements at what date were created? What was the reason for the

endorsement? How many have attached notes? What’s the note(s) say?

b)What’s the total gross premium of this policy?

c)What’s the gross loss ratios for this policy?

EXERCISE

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Part A:

2.Claims Enquiries

a)How many claims on that policy?

b)What is the date(s) of loss? When notified?

c)How much has been paid and how much is outstanding / reserved (gross after coins,

advised o/s) ? What is the fee amount in base currency?

3.Accounting Enquiries

•What are the total amounts that have been posted to Accounts for this policy/claim(s)?

(Gross after coins, in base ccy)

•What more can you tell me about these amounts?

EXERCISE

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Part B:

Use Genius Enquiries to explore the database and identify at least 10 suitable questions for

others to answer – similar to the above and include other Enquiry options. Try to use key

words (as above) to prompt others on possible ways to find the answer. Please don’t make

the questions too difficult – and make sure you know and can demonstrate the answer!

Part C:

Swap questions and attempt to answer those posed by other trainees. Following this we’ll keep a score and discuss the results!

EXERCISE