BROKER SYSTEM 1.0.

0
BDOI Record of Key Enterprise and Risk System

Package Maintenance
User Guide

Document History
Version

Date

0.01

December 1,
2015

Author
Jeffrey
Oliveros

Description
Document creation

Reviewed By

Approved By

Beth Tradel

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TABLE OF CONTENTS
1. Introduction..........................................................................................................4
1.1 Purpose.......................................................................................................4
1.2 Audience.....................................................................................................4
2. Package Maintenance.............................................................................................5
2.1 Create Package............................................................................................5
2.2 View Package.............................................................................................14
2.3 Activate or Deactivate Package.....................................................................15
2.4 Copy Package.............................................................................................17

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1. Introduction
This document provides the users with the detailed instructions on how to operate and use the
BROKER systems PACKAGE MAINTENANCE module
1.1 Purpose
The user guide document presents the functions and features that are available for the
PACKAGE MAINTENANCE module. This document also captures the user interface screens
based on the functionalities and features of the module. However, future changes may still
be possible based on the additional change requests that will be submitted by the
concerned units. This document has five (5) sections. These are the Creation, Viewing,
Editing, Activation and Deactivation and Copying of package. The section on the Creation
of Package will provide the procedure on how to create and indicate information pertaining
to a package. In the Viewing of Package, user will be guided on how to search and view
records of packages that have been maintained in the system. The Editing of Package will
explain the procedure on how to edit information pertaining to packages that have been
maintained. The Product on the Activation and Deactivation of Packages explains the
procedure on how to enable package record and restrict the same from being used in the
Account Management module. The last section which is the Copying of Package list the
procedure on how to reuse the same package record without retyping the details in cases
that majority of the information pertaining to the package record is the same with the new
record that will be created.
1.2 Audience
The documents intended audiences are the business users of the BROKER system
Package Maintenance module.

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2. Package Maintenance
2.1 Create Package
1. In the system menu screen, go to MAINTENANCE > PACKAGE MAINTENANCE.

NOTE: The system menu that will be available to the user will be based on the accesses
and rights that were granted to the user. To be able to access the Package Maintenance
module, user should have been granted access to this module.

2. In the Package List screen, click Add New Package. To navigate on the next set of
records, click the page number at the lower right section of the screen.

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2. In the New Package Form screen, indicate the following: Package Name,
Program Code, Program, Line of Insurance, Product Type, Currency and
Effective Date.

3. In the Insurer section, indicate the Insurer Name and Share %. To add another
insurer, click Add Insurer. Place a in the Co-Insurer checkbox as applicable. To
remove insurer, click X beside the record.

4. In the Package Rates section, indicate the following: DST, EVAT, Other Charges,
Service Fee and Credit Term.

5. In the Applicable Markets section, indicate the markets. Click Add Applicable
Market to add record. To remove record, click X.

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NOTE:
The following information will be the default values in the Account Management >
Risk Information module once a particular package record had been chosen by the
user (see screens below):
o The packages that will be confined based on Line of Insurance and Product
Type be based on the Line of Insurance and Product Type that were defined
to a package record;
o The currency (e.g. PHP) defined will be the basis of the system for the
Premium computations;
o The Effective date refers to the date when the user can use the package for a
certain client record;
o The Insurer refers to the Insurer provider where the package name will be
applicable;
o The package rates (e.g. DST percentage) will be the default rates that will be
applicable to the package record;
o Applicable Markets refers to the BDOI Markets Segments that will be
applicable to the package record.

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6. In the Perils section, indicate the Limit of Liability, Premium Rate and
Commission Rate. The layout of the screen will vary depending if the rate type of
the perils that were defined to the Line of Insurance and Product Type is Fixed, Sliding
or Tariff (see also user guide for Perils Maintenance). The screen below applies to
perils that have the rate type as Fixed. Place a beside the peril to enable the
following fields: Limit of liability, Premium rate and Commission rate. To disable the
preceding fields, remove the .

For perils that have different rate types (e.g. one peril is based on fixed rate, others
are on a sliding or Tariff rate), below is the layout of the screen. Place a beside the
peril to enable the following fields: Limit of liability, Premium rate and Commission
rate. To disable the preceding fields, remove the . Click Add Item to add another
rate for the preceding.

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7. In the Extension of Cover with Premium section, indicate the Limit of Liability,
Premium Rate and Commission Rate. The layout of the screen will vary depending if
the rate type of the perils that were defined to the Line of Insurance and Product Type
is Fixed, Sliding or Tariff (see also user guide for Extension of Cover Maintenance).
The screen below applies to perils that have the rate type as Fixed. Place a beside
the peril to enable the following fields: Limit of liability, Premium rate and Commission
rate. To disable the preceding fields, remove the .

For perils that have different rate types (e.g. one peril is based on fixed rate, others
are on a sliding or Tariff rate), below is the layout of the screen. Place a beside the
peril to enable the following fields: Limit of liability, Premium rate and Commission
rate. To disable the preceding fields, remove the . Click Add Item to add another
rate for the preceding.

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8. In the Extension of Cover without Premium section, place a beside the peril to
enable the description field. Click Add Subcover to add another set of description or
list. Highlight record and click Bold or Italic to emphasize the contents/words. To set
the narrative in list form, click Ordered List. To enable again narrative in paragraph
form, click Unordered List.

9.

In the Clauses and Warranties section, click Add Clauses and Warranties and
select record from the list. Indicate remarks as necessary. To remove remarks, click
X beside the remarks field.

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10.

In the Standard Exclusions section, Click Add Exclusion and select record from
the list. Indicate remarks as necessary. To remove remarks, click X beside the
remarks field.

11.

In the General Conditions section, add comments. Click Bold or Italic to

emphasize the contents/words. To set the narrative in list form, click Ordered List.
To enable again narrative in paragraph form, click Unordered List.

12.

In the Deductibles section, add comments. Click Bold or Italic to emphasize the
contents/words. To set the narrative in list form, click Ordered List. To enable
again narrative in paragraph form, click Unordered List.

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13.

In the Subjectivities/Disclaimer section, add comments. Click Bold or Italic to

emphasize the contents/words. To set the narrative in list form, click Ordered List.
To enable again narrative in paragraph form, click Unordered List.

14.

In the Remarks section, add comments. Click Bold or Italic to emphasize the
contents/words. To set the narrative in list form, click Ordered List. To enable
again narrative in paragraph form, click Unordered List.

Note: The Perils (Limit of Liability, Premium Rate and Commission Rate), Extension of
Cover Premiums, Extension of Without Cover Premiums, Clauses and Warranties,
Standard Exclusions, General Conditions, Deductibles, Subjectivities/Disclaimer and
Remarks will be the default of a package record that was indicated in the Account
Management > Risk Information module (see screens below). Please refer to the
respective user guide document on how to maintain Clauses and Warranties, Insurers,
Product Extension Cover List, Product Lines and Product Perils

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15. Still in the New Package Form screen, click Save to keep record. Otherwise, click
Cancel.

16. In the Save Confirmation screen, click Yes to confirm changes. Otherwise, click
No.

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2.2 View Package

1. In the Package List screen, type record to be viewed in the Search field. Click
Search. Filter records based on Status or Insurance Line and Product Type.

2. In the Package List screen, the system will display the record/s based on the

information indicated in the search and filter parameters. User may limit the number
of records that will be shown by indicating the count on the Record per Page drop
down list located at the upper portion of the results screen. Click the package Name
to view the details of the record. To navigate on the next set of records, click the
page number at the lower right section of the screen.

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NOTE: The following data columns will be displayed to the user: Insurance Line,
Product Type, Package Name, Program Description and Date Created.
2. In the New Package Form screen, user can view the information about the
package. Click Back to List to return to the Package List screen.

2.3 Activate or Deactivate Package

3. From the Package List screen (section 2.2.2.2 above), place a check () beside the
package record and click Activate Package or Deactivate Package. To navigate on
the next set of records, click the page number at the lower right section of the
screen.

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Note: The system does not allow packages that have been used in the Account
Management module to be deactivated. Click OK to close message.

1. In the Activation/Deactivation Confirmation screen, click Yes to activate or

deactivate record. Otherwise, click No.

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2. In the Activation/Deactivation pop up window, click OK.

2.4 Copy Package

1. From the New Package Form screen (section 2.2.2.3 above), click copy as New
Package. To go back to the search results screen, click Back To List.

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2. In the New Package Form screen, indicate the following: Package Name,
Program Code, and Program Description.

Note: Except for the Package Name, Program Code and Program Description which will
be required to define anew, the following information will be carried to the new record:
Currency and Effective Date, Insurer, Percent Share, Package Rates (DST, EVAT,
Other Chargers, Service Fee and Credit Term) and Applicable Markets, Perils,
Extension of Cover Premiums, Extension of Without Cover Premiums, Clauses and
Warranties,
Standard
Exclusions,
General
Conditions,
Deductibles,
Subjectivities/Disclaimer and Remarks. User may retain or edit this information.
3. Still in the New Package Form screen, click Save to store record. Otherwise, click
Cancel.

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4. In the Save Confirmation pop up screen, click Yes to confirm. Otherwise, click No.

5. In the Record Save pop up screen, click OK to close message.

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