U079 Allow ERP OOSE Endorsements on Cancellation

Date for ACE US

Initial Development Estimate
Distribution: Nic !cConnell
And" Scott
Customer: ACE US
Author: #$lian Snowdon%David
&alla'(er
Customer Reference: U079
Quotation Date: )* #$ne +00,
A$t(orised -". David &alla'(er Xchanging
Copyright Xchanging Global Insurance Solutions Lt !""#
/(is doc$ment contains information w(ic( is confidential and of val$e to 0c(an'in' &lo-al Ins$rance Sol$tions 1td2
It ma" -e $sed onl" for t(e a'reed p$rpose for w(ic( it (as -een provided2 3ritten consent is re4$ired -efore an"
part is reprod$ced2 All prod$cts or services mentioned (erein are trademars of t(eir respective owners2
$ote: /(is doc$ment is s$-mitted to ACE US solel" for informational p$rposes and s(all not -e deemed or constr$ed
to -e a contract or a'reement -indin' on 0c(an'in' &lo-al Ins$rance Sol$tions 1td2 Onl" si'ned (ard copies and
electronic masters of doc$ments will -e controlled2 An" ot(er cop" ma" not -e c$rrent2
Initial Development Estimate U079 Allow ERP OOSE Endorsements on Cancellation Date
_________________________________________________________________________________
D%C&'($) *IS)%R+
5ersion No2 0)a #$lian Snowdon )+ April +00, )
st
Draft
5ersion No2 0)- #$lian Snowdon ), April +00, After DS& review
5ersion No2 0)c #$lian Snowdon + !a" +00, After DS& review
5ersion No2 0)d #$lian Snowdon * !a" +00, After DS& review
5ersion No2 0)e #$lian Snowdon * !a" +00, After DS& review
5ersion No2 0)f #$lian Snowdon )+ !a" +00, After #67 review
5ersion No2 0) #$lian Snowdon )+ !a" +00, 8inal
5ersion No2 0+a David &alla'(er +* !a" +00, New approac(
5ersion 09a #$lian Snowdon ), #$ne +00, Re4$irement c(an'e
5ersion 09 David &alla'(er )* #$ne +00, A$t(orised -" DS&
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on Cancellation Date 092doc
Initial Development Estimate U079 Allow ERP OOSE Endorsements on Cancellation Date
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, -usiness an De.elopment Re/uirements
,0, %.er.ie1
In &eni$s terms endorsements are mid<term polic" c(an'es= w(ic( affect t(e covera'e
offered to t(e ins$red2 Eac( endorsement res$lts in a separate set of records on t(e s"stem=
effective as of t(e 'iven date2 Additional or ret$rn premi$m can -e a$tomaticall" calc$lated
-ased on t(e c(an'e in cover and effective date2
ACE US need to -e a-le to add covera'es to a cancelled polic"= s$c( as ERP covera'es
>e?tended reportin' period@2 /(e" want to -e a-le to perform an OOSE on a cancelled polic"
wit(o$t reinstatin' t(e e?istin' cancellation statistics and -"passin' t(e creation of t(e new
transactions for t(e replaced cancellation endorsement2
,0,0, Current Genius processing
&eni$s ass$mes t(at endorsements are inp$t in effective date order2 /(is ass$mption is -$ilt
in to t(e data-ase str$ct$re and t(e wa" pro<rated premi$ms are calc$lated2 If an
endorsement is notified after anot(er endorsement (as -een inp$t w(ic( is effective at a later
date= t(e defa$lt man$al proced$re is as follows.<
)@ Ne'ate t(e endorsement effective at a later date
+@ Inp$t t(e new endorsement
9@ Re<inp$t t(e ne'ated endorsement2
If more t(an one s$-se4$ent endorsement (as -een inp$t= t(e" will all (ave to -e ne'ated
and re<inp$t2
Note t(at w(en a ne'ated endorsement is re<inp$t= it will (ave a new endorsement n$m-er2
/(is processin' was a$tomated modified $nder U0092 If a$tomatic OOSE is ena-led= t(e
$ser will s$ppl" t(e effective date of t(e new endorsement2 An" e?istin' endorsements
effective after t(at date are a$tomaticall" ne'ated= wit( t(e c(an'es involved -ein' recorded
on new files2 /(e $ser t(en $ses t(e standard &eni$s Underwritin' Inp$t screens to mae t(e
c(an'es re4$ired for t(e new endorsement2 On a$t(orisation of t(e new endorsement= t(e
s"stem re<applies t(e ne'ated endorsements2 Effectivel"= t(is -oils down to a$tomatin' steps
)@ and 9@ a-ove2
A$tomatic OOSE processin' applies to &CI and &3S= as well as man$al polic"
maintenance2
,0,0! Allo1 non2%%S( (norsements on Cancellation Date
/(ere is a re4$irement to override OOSE processin' to allow $sers to inp$t premi$m<-earin'
endorsements inceptin' on t(e da" of cancellation2 /(ese endorsements will -e applied to
Claims !ade policies and t(e" carr" e?tension to covera'e -e"ond t(e cancellation date2
/(e" are referred to as ERP >E?tended Reportin' Period@ endorsements2
OOSE processin' as c$rrentl" implemented will allow s$c( addition of premi$m via
endorsement2 ;owever OOSE processin' 'enerates reinstatement and cancellation
transactions >deemed to -e $nnecessar"@ and 'enerates a cancellation premi$m -ased on
pro<ratin' r$les= w(ic( in t(ese cases is incorrect2
/(e ERP endorsement ma" involve t(e creation of additional Covera'es= Section Details and
Sections2
E?istin' Section % Section Detail Dates ma" need to -e c(an'ed2
/ransaction premi$m will -e added to t(e new covera'e2
Acco$ntin' 8rom and /o dates will -e set to t(e ERP Endorsement Start and End dates2
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on Cancellation Date 092doc
Initial Development Estimate U079 Allow ERP OOSE Endorsements on Cancellation Date
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8or t(e re4$irement doc$ment 'o to WorldView\Projects\Genius\GNS\CUS\ACE
US\REQ\UXX Allow Non OOSE Endorsement on Cancellation Date 01.doc
! Assumptions
)2 ERP endorsements alwa"s (ave a start date e4$al to cancellation date2
+2 Covera'es added will (ave an End Date e4$al to cancellation Date2
92
A2 !odification will -e applied to &CI and &3S2
,2
*2 E?istin' premi$m postin's and statistics will -e i'nored2
72 /(e development will -e core2
B2 Ann$alised and /ransaction premi$m calc$lation and defa$ltin' depend $pon entered
Covera'e Start and End Dates and will re4$ire no c(an'e2
92 Ann$alised and /ransaction Premi$m amo$nts will -e man$all" entered2
)02 Access to OOSE processin' is restricted -" User2 /(e same restriction will appl" to
ERP OOSE endorsements2
))2
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Initial Development Estimate U079 Allow ERP OOSE Endorsements on Cancellation Date
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3 4ropose Solution5Approach
30, %.er.ie1
OOSE processin' will -e 4$alified so as to -e overridden for certain endorsement t"pes wit(
Endorsement Start Date t(e same as Cancellation Date2 As far as possi-le= a Cancellation
ERP endorsement will f$nction identicall" to a standard non<OOSE endorsement2
OOSE processin' will -e modified for ERP processin' as follows.
)2 /(e start OOSE processin' will not reinstate t(e ori'inal cancellation statistics postin's
for t(at endorsement2 /(e fact t(at t(e cancellation postin' (ave not -een reinstated will
-e recorded a'ain t(e Endorsement 1o'2 /(e polic" component will (ave c(an'es
reversed in t(e normal wa"= e2'2 cancelled covera'es are reinstated2
+2 /(e $ser can now mae c(an'es to t(e polic" in t(e normal manner2 No new restrictions
will -e added e?cept to validation of t(e endorsement t"pe code2 /(e $ser is onl"
e?pected to add ERP t"pe covera'es to t(e polic"2 ERP is e?tra premi$m -ein' paid
92 3(en t(e endorsements are reapplied= no premi$m transactions will -e 'enerated for t(e
ori'inal cancellation endorsement in step )2 /(is wo$ld mean t(at no statistics will -e
lined to t(e new endorsement2
/(is f$nctionalit" will -e limited -" Prod$ct and Endorsement /"pe Code2 Applica-le
Endorsement /"pe Codes will -e (eld in a s"stem parameter
)
2
Addition of new Covera'es for will -e restricted to ERP<t"pe covera'es2 /(e applica-le
Covera'e /"pe Code will -e defined in a s"stem parameter
+
2
A new stat$s condition will -e added to t(e field Endorsement /"pe on Endorsement 1o'
E?tension to identif" Non<OOSE Cancellation endorsements2
Identification of ERP OOSE Endorsement will -e as follows.
Polic" Option is Endorsement
Polic" /ransaction Code is Create ON1C
!aster Stat$s is Cancelled
Endorsement Date is t(e same as !aster E?pir" Date
Endorsement /"pe is ERP as identified in a 4$alified s"stem parameter2 It will -e
possi-le to tri''er t(is processin' for more t(an one endorsement t"pe code2
Reinstatement followin' ERP OOSE endorsement processin' presents a pro-lem in t(at no
premi$m will -e 'enerated2 /(e ori'inal cancellation premi$m will not -e fo$nd as processin'
stands2
3e will c(an'e t(e wa" reinstatement processin' wors so t(at if t(e polic" was cancelled in
t(is special OOSE process and t(e cancellation premi$m was Dero= w(en it reinstates < it will
reinstate t(e statistsics records for t(e ori'inal Cancellation endorsement= not t(e c$rrent
endorsement2
)
Consider $sin' e?istin' S"stem Parameter CCUE/CP8D! EEndorsement /"pe Code for
ERP /ransactionsF2
+
Consider $sin' e?istin' S"stem Parameter CCUC/CP8D! ECovera'e /"pe Code for ERP
Covera'esF2
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on Cancellation Date 092doc
Initial Development Estimate U079 Allow ERP OOSE Endorsements on Cancellation Date
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30,0, %%S( in interacti.e &ner1riting
C(an'es are re4$ired in t(e followin' f$nctions
G&4'"" 6&ner1riting 'nt Sel 2 'aster6
/(is f$nction performs some initial validation for OOSE2 It will -e c(an'ed to reco'nise a ERP
Cancellation OOSE transaction i2e2 in t(e internals GCancelled End 5aldHn I8 I !asterJ and
GEdt End2 < 5ldt Strt Date < Endorsement 1o'J2
G&4'"A 6&ner1riting Dri.er 2 'aster6
/(is f$nction performs validation= set$p and initialisation for interactive OOSE processin'2
It will -e c(an'ed so as to reco'nise an ERP OOSE re4$est and s$ppress OOSE<specific
processin' relatin' to t(e reinstatement of transactions2 It $pdates Endorsement /"pe on
Endorsement 1o' E?tension and t(e call will -e modified to w(en appropriate= $pdate t(is
wit( t(e new condition EERP OOSEF2
G&4',3 6G5(it (norsement 2 (norsement Log6
/(is f$nction performs some OOSE<specific validation2 It will need c(an'in' to ens$re t(at
Endorsement /"pe and Effective Date cannot -e c(an'ed for an ERP OOSE2
G&4'%7 6Reapply (norsement 2 (norsement Log6
/(is f$nction is responsi-le for reappl"in' endorsements at t(e end of an OOSE transaction2
It will -e c(an'ed so t(at for an GERP OOSEJ t(e s"stem will s$ppress t(e creation of t(e
cancellation premi$m2 Since t(is is done $sin' A$tomatic Premi$m processin'= t(e s"stem
will need to $pdate t(e covera'e endorsements to s(ow t(at t(e premi$m (as alread" -een
processed2 /(is will need to -e e?plored f$rt(er at t(e tec(nical desi'n sta'e2
G&4'89 6Reinst5Reiss5$eg 4rocssng 2 'aster6
/(is f$nction (andles Reinstatement processin' for premi$m2 It is called from -ot( Interactive
and &CI processin'2
It will -e c(an'ed to c(ec for t(e e?istence of a non<OOSE ERP endorsement2 If fo$nd it will
loo for t(e Cancel endorsement n$m-er= and pass t(is forward to &UPPA* KNe' End Stats
>Options@ < Statistics ;eaderK2
30,0! %%S( in GCI
G&GI," 6)ransaction *eaer 2 &9 2 GGI )ransaction *r 2 &596
/(is f$nction initialises an Underwritin' /ransaction in &CI2 C(an'es are re4$ired to t(e
processin' w(ic( drives OOSE processin'2 It $pdates Endorsement /"pe on Endorsement
1o' E?tension and t(e call will -e modified to w(en appropriate= $pdate t(is wit( t(e new
condition EERP OOSEF2
G&GI,: 6(t (n0 2 ;lt Strt Dt(< 2 (norsement Log6
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on Cancellation Date 092doc
Initial Development Estimate U079 Allow ERP OOSE Endorsements on Cancellation Date
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/(is f$nction c(ecs for OOSE transactions and determines w(et(er OOSE is allowed and
validates Start Date2 /(is processin' will -e c(an'ed so as to c(ec !aster Stat$s
>Cancelled%N/U@= Endorsement /"pe and Endorsement /"pe com-inations and respond
accordin'l"2

30,03 %%S( in G9S
$o changes re/uire
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on Cancellation Date 092doc
Initial Development Estimate U079 Allow ERP OOSE Endorsements on Cancellation Date
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8 (stimate
C%$<IR'A)I%$ %< (S)I'A)(
&"=7 Allo1 (R4 %%S( (norsements on Cancellation Date for AC( &S
Initial De.elopment (stimate
References:
Estimate Doc$ment (ttp.%%worldview2re-$sis2com%pro:ects%'eni$s%'ns%c$s%ACE
US%ES/%;1ES/ U079 Allow non OOSE Endorsement on
Cancellation Date 092doc
)otal (stimate De.elopment: 3 ay>s?
)otal (stimate Cost: @3"A8# >LMB70%da"@ E?cl$din' 5A/
(stimate -asis: )ime1orBe
/(e a-ove costin' is a (i'( level estimate w(ic( will -e reviewed and res$-mitted for
a$t(orisation followin' t(e prod$ction of t(e detailed tec(nical desi'n2 It can -e -roen
down= appro?imatel"= as follows. Desi'n +,NO Pro'rammin' 90NO /estin' +,NO
!ana'ement )0N= Ot(er )0N2 It is valid for 90 da"s onl"= from t(e last revision date2
C$stomer A$t(orisation.
PPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPP
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on Cancellation Date 092doc
Initial Development Estimate U079 Allow ERP OOSE Endorsements on Cancellation Date
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# (stimate Details
#0, 'o %ption (stimate ,
Details Author : Culian Sno1on5Da.i Gallagher
Date : ,: CuneA !""#
(stimate )ype : 'oification
Document : http:551orl.ie10rebusis0com5proDects5genius5gns5c
us5AC( &S5(S)5*L(S) &"=7 Allo1 non %%S(
(norsement on Cancellation Date "30oc
'oification 4rogramming E &nit
)esting >4&)?
S"stem parameters +20
OOSE in interactive Underwritin'I 9 f$nctions +2,
C(an'e to reappl" OOSE )20
C(an'es to &CI OOSE initialisation I 9 f$nctions 920
En4$ir" c(an'es )20
C(an'e Reinstatement processin' )2,
3e-UI >02, Per new screen= 02+ per e?istin' screen@ 02,
)otal 4&) ,,0
)asB (stimate
Pro'rammin' and Unit /estin' >PU/@ ))2
7$sn Desi'n >optional I 90N of PU/@ 020
/ec( Desi'n >,0N of PU/@ ,2
I/P >02, da"s per file@ 020
&UI >027 da"s Q 02, per screen@ )20
Peer /estin' >9,N of PU/@ A2
Peer /est Rewor >+)N of PU/@ +2
S"stem /est%Acco$nt !ana'ement review >))N of PU/@ )2
Doc$mentation >))N of PU/@ )2
Deliver" >029 da"s if o$tside planned c$m$lative@ 029
Rewor After Deliver" >))N of PU/@ )2
)otal >Days? !F0
Pro:ect !ana'ement >Q)0N@ +2
Contin'enc" >!ods R ,0 da"s Q)0N= !ods S ,0 da"s Q+,N@ +2
)otal De.elopment )ime1orBe (stimate >in Days roune2up? 3
)otal Cost G @F=" per ay @3"A8#
: )echnical $otes
8or Underwritin' f$nctions affected -" OOSE mod U009 see /ec Spec at
WorldView\Projects\Genius\GNS\CUS\ACE US\TEC\TD U009 OOSE 01.doc
8or &&I % OOSE crossover see /ec Spec at WorldView\Projects\Genius\GNS\CUS\ACE
US\TEC\TD I001 GGI - OOSE Interation 01.doc
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