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WILLIS/XIS ELPAN2 Pilot

WILLIS/XIS ELPAN2 Pilot. Process Overview Graham Card, Willis. May 2008. First the van, now the PAN!. ELPAN2 benefit opportunities include :

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WILLIS/XIS ELPAN2 Pilot

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  1. WILLIS/XIS ELPAN2 Pilot Process Overview Graham Card, Willis May 2008

  2. First the van, now the PAN! • ELPAN2 benefit opportunities include : • Process redesign – De-linking supported by ELPAN2 supports changes to Willis’ core London Market process (e.g. 100% BSM auto-match supporting pre-cash reconciliation) • Speed – data based process provides opportunity to improve speed of payment to Insurers (e.g. automated pay-as-paid) • Integrity – removing the re-keying of data ensures data integrity and a robust audit trail (e.g. Broker ref 1 and 2) • Common process – the removal of Non-Fundamental splits moves the London Market process model closer to that of other Carriers (e.g. EBOT and ELPAN2 similarities) • Cost reduction – automation and the removal of complexity has reduced the need for expensive technical support. WILLIS/XIS ELPAN2 Pilot

  3. Account Handler • Trinity (Mumbai) • Bureaux Submissions Team CURRENT PROCESS FLOW DIAGRAM BILLING DOCS GENERATED CONVERT DOCS TO PDF ATTACH PDF DOCS TO DIRECT LOAD • For Additional/Return Premium Transactions, associated endorsement documentation is created by account handler and uploaded by the Bureaux Submissions Team (containing underwriter signature) • Fee Transactions also require agreement documentation • Cancel & Replace transactions require amended slip/relevant pages of slip which provide reasoning for cancel and replacement WILLIS/XIS ELPAN2 Pilot

  4. Account Handler • Trinity (Mumbai) • Bureaux Submissions Team PROPOSED PROCESS FLOW DIAGRAM BILLING DOCS GENERATED DOCUMENTS & ATTACHMENTS SELECTED WORK PACKAGE SENT • Documents selected for upload • At point of posting transaction to ledger automatic creation of Technical Account (Financial Account) message • Eclipse validation of mandatory fields & unique work package generation • Work package delivery through XML message via Willis Gateway WILLIS/XIS ELPAN2 Pilot

  5. PROPOSED (ELPAN2) PROCESS • ACORD TA Message • XIS Auto-load • ACORD Level 3 & Level 4 Acknowledgement messages • Fundamental Splits (Non Fundamental splits not provided) • ACORD FA WILLIS/XIS ELPAN2 Pilot

  6. Tasks to be incorporated within XIS/WILLIS plans • Understand the Fundamental Split requirement and propose rules • Action XIS/Willis via joint workshop (support material to include current SoFL LPAN splitting criteria map + existing London Market definitions) • Based on Fundamental Split rules, define and build logic within Eclipse • Action Willis • Define Pilot Implementation approach e.g. Transaction Type, Contract Type, or Business Unit. Agreed approach to be reviewed through plan • Action Willis • Define TA creation and transmission requirements • Action Willis • Review contract certainty rules and overlay to ELPAN2 processes – ensure current rules are compatible, identify opportunities for improvement • Action XIS/Willis • Define process for TA query and rejection • Action XIS/Willis WILLIS/XIS ELPAN2 Pilot

  7. Draft Release Plan WILLIS/XIS ELPAN2 Pilot

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