Embed Size (px)
Citation preview
Lloyd’s Wordings RepositoryFebruary 2008
© Lloyd’s
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
© Lloyd’s
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”
© Lloyd’s
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)
© Lloyd’s
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
© Lloyd’s
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
Lloyd’s Wordings Repository Steering Group
Kieran Flynn
David Banks
Martin Roberts
Shazia Rennison
Adrian Graham
© Lloyd’s
LWR Contact Details
Repository Administrator
Shazia Rennison
ISO Contact
Kevin Curtis
Repository Demonstration
Demonstrations of each search and other main feature follows, with relevant screen prints – 9 in all
© Lloyd’s
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)
© Lloyd’s
Simple Search
Simple search requires only a partial entry of the document number.
© Lloyd’s
Simple Search
Simple search requires only a partial entry of the document number.
© Lloyd’s
Simple Search
Partial entry will return every document where that partial entry appears. In this case, “LMA30” has returned 79 results.
© Lloyd’s
Simple Search
Results are sorted by reference number, however you can also sort documents through the order by drop down menu...
© Lloyd’s
Simple Search
…or by clicking on a blue column title.
© Lloyd’s
Simple Search
Each document referenced also contains a status, identifying the document as active or archived.
© Lloyd’s
Simple Search
There is also further information available, so by clicking on the information folder…
© Lloyd’s
Simple Search
…you will see additional wording information on the selected document.
© Lloyd’s
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.
© Lloyd’s
Simple Search
When necessary, a translation of the document is also available in Word format by clicking on “translation” in the view/download column.
© Lloyd’s
Simple Search
© Lloyd’s
Advanced Search
More detailed searches can be done using the advanced search option.
© Lloyd’s
Advanced Search
Once you have selected advanced search, you can filter choices by market using the drop down menu.
© Lloyd’s
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.
© Lloyd’s
Advanced Search
Once you have selected the market type and class of business, you can then search within those sections.
© Lloyd’s
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
© Lloyd’s
Advanced Search
Now that you’ve made all of your selections, select search.
© Lloyd’s
Advanced Search
This advanced search returned 85 results.
© Lloyd’s
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.
© Lloyd’s
Advanced Search
Within the advanced search you can also search text. Here we will search for the text “equine” within the United States.
© Lloyd’s
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
© Lloyd’s
Advanced Search
The previous screen will retain the parameters of your original search.
© Lloyd’s
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
© Lloyd’s
This refined search now returns only 1 document.
Advanced Search
© Lloyd’s
Advanced Search
© Lloyd’s
On-line Collaboration
On-line collaboration is provided through the copy links to clipboard option within your search results.
© Lloyd’s
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.
© Lloyd’s
On-line Collaboration
Then click copy links to clipboard.
© Lloyd’s
On-line Collaboration
You can now share these links via email. Right click and select paste.
© Lloyd’s
On-line Collaboration
And the items selected will appear in the email with the reference numbers and title/description.
© Lloyd’s
On-line Collaboration
The recipient will need only to click on any of the links provided…
© Lloyd’s
On-line Collaboration
Which will take them to the LWR login screen.
© Lloyd’s
On-line Collaboration
Once logged in, the recipient will then choose to open or save the referenced document.
© Lloyd’s
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.
© Lloyd’s
On-line Collaboration
© Lloyd’s
My Favourites
To add documents to my favourites, simply select the check box next to the document or documents you would like to save…
© Lloyd’s
My Favourites
Then click the add to favourites link.
© Lloyd’s
My Favourites
You will see a notification that your favourites have been updated.
© Lloyd’s
My Favourites
To access saved documents, click on the my favourites button in the left navigation bar.
© Lloyd’s
My Favourites
You will see all of the documents saved to my favourites. These document will remain in your favourites until removed.
© Lloyd’s
My Favourites
To remove items from your favourties, click the check box next to those items you wish to remove…
© Lloyd’s
My Favourites
Then click on the link titled remove from favourties.
© Lloyd’s
My Favourites
Those documents will be removed and you will retain the remaining documents in your favourites.
© Lloyd’s
My Favourites
© Lloyd’s
Submit New Wordings
Users can submit their own wordings for review. In the left navigation panel users can select submit a wording for review.
© Lloyd’s
Submit New Wordings
Once selected, a submission form needs to be completed.
© Lloyd’s
Submit New Wordings
After completing the form you will receive a confirmation message.
© Lloyd’s
Submit New Wordings
You can check the wordings you have submitted by selecting submitter’s queue.
© Lloyd’s
Submit New Wordings
After selecting submitter’s queue, you will be able to see all of your submissions and their status.
© Lloyd’s
Submit New Wordings
© Lloyd’s
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.
© Lloyd’s
Alert Service
Within account services, select subscribe/unsubscribe to Lloyd’s alerts.
© Lloyd’s
Alert Service
First you can update your e-mail, then…
© Lloyd’s
Alert Service
You can set your alerts by market and class of business, country/jurisdiction, language, and section.
© Lloyd’s
Alert Service
After all of your selections have been made, select the update my subscription” button.
© Lloyd’s
Alert Service
© Lloyd’s
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.
© Lloyd’s
DRI
The user’s computer system will conduct a simple search of the LWR by sending a DRI request message to the LWR backend.
© Lloyd’s
DRI
The source (LWR) will then identify a list of documents matching the search criteria.
© Lloyd’s
DRI
Once identified, the results are then sent back in DRI response message to the user’s computer system.
© Lloyd’s
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).
© Lloyd’s
DRI
At which point, the final document(s) are delivered back to the user’s computer system.
The entire process is completed in seconds.
© Lloyd’s
Other Account Services
From account services, you can also change your password, manage your profile, and set search preferences.
© Lloyd’s
Other Account Services
To change your password, click change password.
© Lloyd’s
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.
© Lloyd’s
Other Account Services
We’ll now demonstrate how to manage your profile. Select manage profile from the account services page.
© Lloyd’s
Other Account Services
You can change any of the information available on the user profile screen.
© Lloyd’s
Other Account Services
Click save to update your user profile.
© Lloyd’s
Other Account Services
You can also set your search preferences to match the functionality you are most comfortable with.
© Lloyd’s
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.
© Lloyd’s
Other Account Services
© Lloyd’s
Help
The repository includes a robust help section.
© Lloyd’s
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.
© Lloyd’s
Help
To provide an example, let’s view the account services help function.
© Lloyd’s
Help
This section provides a description of all of the options available under account services.
© Lloyd’s
Help
