CAS Seminar 1998 CAS Seminar 1998
CAS SEMINAR ONCAS SEMINAR ON EMERGING TECHNOLOGIES EMERGING TECHNOLOGIES
Miami Beach, FloridaMiami Beach, Florida
April 23, 1998April 23, 1998
CAS Seminar 1998 CAS Seminar 1998
IMAGING AND IMAGING AND DOCUMENT MANAGEMENTDOCUMENT MANAGEMENT
An Imaging Case Study:An Imaging Case Study:
Issues & AnswersIssues & Answers
Innovative Corporate Solutions, Inc.Innovative Corporate Solutions, Inc.
175 Stafford Ave, Suite One175 Stafford Ave, Suite One
Wayne, PA 19087 (610) 688-0484Wayne, PA 19087 (610) 688-0484
Presented byPresented byBaron GemmerBaron Gemmer
CAS Seminar 1998 CAS Seminar 1998
IMAGING ISSUES & ANSWERSIMAGING ISSUES & ANSWERS
Company BackgroundCompany Background System InformationSystem Information IssuesIssues BenefitsBenefits FuturesFutures
CAS Seminar 1998 CAS Seminar 1998
IMAGING ISSUES & ANSWERSIMAGING ISSUES & ANSWERS
Company BackgroundCompany Background System InformationSystem Information IssuesIssues BenefitsBenefits FuturesFutures
CAS Seminar 1998 CAS Seminar 1998
Company BackgroundCompany Background
Property & Casualty Insurance CompanyProperty & Casualty Insurance Company Home Office in Blue Bell, PAHome Office in Blue Bell, PA Primarily service Mid-Atlantic RegionPrimarily service Mid-Atlantic Region Approx. 900 EmployeesApprox. 900 Employees 16,000 Policies / 76,000 Claims annually16,000 Policies / 76,000 Claims annually
The PMA Group
Policy
CAS Seminar 1998 CAS Seminar 1998
IMAGING ISSUES & ANSWERSIMAGING ISSUES & ANSWERS
Company BackgroundCompany Background System InformationSystem Information IssuesIssues BenefitsBenefits FuturesFutures
CAS Seminar 1998 CAS Seminar 1998
PlatformPlatform• Mainframe-based: CICS, DB2, COBOL IIMainframe-based: CICS, DB2, COBOL II• Parts of IBM ImagePlus for MVSParts of IBM ImagePlus for MVS• DOS, OS/2, & Windows 3.1 / 95 PC’sDOS, OS/2, & Windows 3.1 / 95 PC’s• Dual monitor and single monitor Dual monitor and single monitor
workstationsworkstations
System InformationSystem Information
CAS Seminar 1998 CAS Seminar 1998
System InformationSystem Information
Scope Scope • Departments: Claims, Underwriting, Risk Departments: Claims, Underwriting, Risk
Control, A/R, A/P ... Control, A/R, A/P ... • WorkstationsWorkstations
– 1000 total in all locations1000 total in all locations– 70 scanner and 70 printers70 scanner and 70 printers
Daily ActivityDaily Activity• 10,000 documents input (25,000 pp = 1Gb)10,000 documents input (25,000 pp = 1Gb)• 500,000 mainframe transactions500,000 mainframe transactions
CAS Seminar 1998 CAS Seminar 1998
StorageStorage• 170 Gb on DASD (around 9 months)170 Gb on DASD (around 9 months)• 920 Gb in 7 optical jukeboxes 920 Gb in 7 optical jukeboxes
(10.6 million documents)(10.6 million documents)• Contents:Contents:
Files Files DocsDocs PagesPages
Claims - 513,000 9.1M 22.0MClaims - 513,000 9.1M 22.0M
Policies - 187,000 2.6M 7.9MPolicies - 187,000 2.6M 7.9M
Overall - 759,000 12.4M 33.1MOverall - 759,000 12.4M 33.1M
System InformationSystem Information
CAS Seminar 1998 CAS Seminar 1998
IMAGING ISSUES & ANSWERSIMAGING ISSUES & ANSWERS
Company BackgroundCompany Background System InformationSystem Information IssuesIssues
• Startup PhaseStartup Phase• Production ModeProduction Mode
BenefitsBenefits FuturesFutures
CAS Seminar 1998 CAS Seminar 1998
Issues: Startup PhaseIssues: Startup Phase
System TypeSystem Type• Departmental/Enterprise-wideDepartmental/Enterprise-wide• Active (workflows, heads-down processing) Active (workflows, heads-down processing)
vs. Archivalvs. Archival• Application-specific, integrated, genericApplication-specific, integrated, generic• Hardware platformHardware platform
CAS Seminar 1998 CAS Seminar 1998
Issues: Startup PhaseIssues: Startup Phase
ImplementationImplementation• Vendor vs. In-houseVendor vs. In-house
(hardware, software, integrator)(hardware, software, integrator)• Pilot projectPilot project• Re-engineer/Automate current processRe-engineer/Automate current process• Backload/Go forwardBackload/Go forward
CAS Seminar 1998 CAS Seminar 1998
Issues: Startup PhaseIssues: Startup Phase
ObstaclesObstacles• JustificationJustification• Image-paper boundariesImage-paper boundaries• Mixed image/paper environmentMixed image/paper environment• Resistance from usersResistance from users
CAS Seminar 1998 CAS Seminar 1998
Issues: Production ModeIssues: Production Mode
SystemSystem• Downtime/Response time/AvailabilityDowntime/Response time/Availability• Workstation installation/communicationsWorkstation installation/communications• Security (Who/What/How)Security (Who/What/How)• Backup and recoveryBackup and recovery• Line-of-business integrationLine-of-business integration• Bells & Whistles Bells & Whistles
CAS Seminar 1998 CAS Seminar 1998
Physical FilesPhysical Files• Document retention/shreddingDocument retention/shredding• Retained itemsRetained items• Backloading: new business/old filesBackloading: new business/old files• Printing: outside requirementsPrinting: outside requirements
PeoplePeople• PersonnelPersonnel• Resistance - printing, favoring paper filesResistance - printing, favoring paper files
Issues: Production ModeIssues: Production Mode
CAS Seminar 1998 CAS Seminar 1998
IMAGING ISSUES & ANSWERSIMAGING ISSUES & ANSWERS
Company BackgroundCompany Background System InformationSystem Information IssuesIssues Benefits (Answers)Benefits (Answers)
• $$$$$$• ProductivityProductivity• Customer ServiceCustomer Service• Re-engineeringRe-engineering
FuturesFutures
CAS Seminar 1998 CAS Seminar 1998
Benefits: $$$Benefits: $$$
Records Storage: Purging/RentalRecords Storage: Purging/Rental File Room SpaceFile Room Space SuppliesSupplies Reduced Travel Costs (e.g. audits)Reduced Travel Costs (e.g. audits) Personnel??Personnel??
CAS Seminar 1998 CAS Seminar 1998
Benefits: ProductivityBenefits: Productivity
No lost files/out of filesNo lost files/out of files No filing: mail or returned filesNo filing: mail or returned files Improved file viewsImproved file views Decreased callbacks Decreased callbacks Timely backlog monitoringTimely backlog monitoring Easier standards enforcementEasier standards enforcement Reduced tasks (through integration)Reduced tasks (through integration)
CAS Seminar 1998 CAS Seminar 1998
Benefits: Customer ServiceBenefits: Customer Service
Better File HandlingBetter File Handling• Files seen more oftenFiles seen more often• Documentation done immediatelyDocumentation done immediately• More efficient/faster than paperMore efficient/faster than paper
Improved File DocumentationImproved File Documentation• LegibleLegible• More frequent, complete, and detailedMore frequent, complete, and detailed
Marketing PointMarketing Point Customer/Broker access to filesCustomer/Broker access to files
CAS Seminar 1998 CAS Seminar 1998
Benefits: Re-engineeringBenefits: Re-engineering Geographic (user) independenceGeographic (user) independence
• Employees not ‘bound’ to office Employees not ‘bound’ to office – Customer siteCustomer site– HomeHome– On the road (fax)On the road (fax)
• ‘‘Centralized’ ProcessesCentralized’ Processes– Leverage supervisionLeverage supervision– Enforce standards/performanceEnforce standards/performance– Consolidate part-time functionsConsolidate part-time functions
CAS Seminar 1998 CAS Seminar 1998
Benefits: Re-engineeringBenefits: Re-engineering
Physical (file/document) independencePhysical (file/document) independence• Simultaneous viewing of filesSimultaneous viewing of files
–Home Office, supervisor, technical staff, Home Office, supervisor, technical staff, clerk, legal, customerclerk, legal, customer
• Consolidated and instantaneous updatesConsolidated and instantaneous updates• Efficient partnering relationshipsEfficient partnering relationships
CAS Seminar 1998 CAS Seminar 1998
IMAGING ISSUES & ANSWERSIMAGING ISSUES & ANSWERS
Company BackgroundCompany Background System InformationSystem Information IssuesIssues BenefitsBenefits FuturesFutures
CAS Seminar 1998 CAS Seminar 1998
FuturesFutures
Strengthen system integrationStrengthen system integration Supplement reporting capabilities Supplement reporting capabilities Expand “document” typesExpand “document” types Increase file portabilityIncrease file portability Allow internet accessAllow internet access
CAS Seminar 1998 CAS Seminar 1998
IMAGING ISSUES & ANSWERSIMAGING ISSUES & ANSWERS
Thank you!Thank you!
Questions or Comments?Questions or Comments?