Access auto, commercial, home, and life solutions from a single entry point.

Transcription

1 User Guide LexisNexis Insurance Solutions Batch/Online Order Processing Access auto, commercial, home, and life solutions from a single entry point. INS March 2018 Insurance Solutions Support insurancesolutionssupport@lexisnexisrisk.com or

2 The recipient of this material (hereinafter "the Material") acknowledges that it contains confidential and proprietary data the disclosure to, or use of which by, third parties will be damaging to LexisNexis Risk Solutions Inc. and its affiliated companies (hereinafter "LexisNexis"). Therefore, recipient agrees to hold the Material in strictest confidence, not to make use of it other than for the purpose for which it is being provided, to release it only to employees requiring such information, and not to release or disclose it to any other party. Upon request, recipient will return the Material together with all copies and modifications, if any. LexisNexis shall not be liable for technical or editorial errors or omissions contained herein. The information in this publication is subject to change without notice and is provided as-is without a warranty of any kind. Nothing herein should be construed as constituting a warranty, as any applicable warranty is exclusively contained in your signed agreement with LexisNexis. All names in the text, or on the sample reports and screens shown in this document, are of fictitious persons and entities. Any similarity to the name of any real person, address, school, business or other entity is purely coincidental. Due to the nature of the origin of public record information, the public records and commercially available data sources used in reports may contain errors. Source data is sometimes reported or entered inaccurately, processed poorly or incorrectly, and is generally not free from defect. This product or service aggregates and reports data, as provided by the public records and commercially available data sources, and is not the source of the data, nor is it a comprehensive compilation of the data. Before relying on any data, it should be independently verified. LexisNexis and the Knowledge Burst logo are registered trademarks of RELX Inc. Other products and services may be trademarks or registered trademarks of their respective companies. Copyright 2018 LexisNexis. 2

3 Contents Overview... 4 Introduction... 4 Supported Operating Systems (OS) and Browsers... 4 Setup... 5 Login... 5 Password... 8 Session Home Page Security Settings Customer Support Case Results Batch Results Dashboard Most Recent Cases Start a Batch Case Order Processing Order Report(s) Batch Results Batch Results Page Download Files Review Results Print or Download Reports View Report Report Layout and Retention Rules Case Management Find Cases Advanced Find (Find Cases) Case Management

4 Overview Introduction LexisNexis Insurance Solutions web delivery service allows agents, brokers, and underwriters access to life, auto, home, and commercial lines of products offered by LexisNexis through a single online portal. URL: Supported Operating Systems (OS) and Browsers The following is a list of supported browsers on their respective operating systems. Browsers Operating Systems Windows 7 Windows 8 IE11 SUPPORTED NOT SUPPORTED AT THIS TIME Firefox SUPPORTED NOT SUPPORTED AT THIS TIME Chrome SUPPORTED NOT SUPPORTED AT THIS TIME 4

5 Setup Login Initial Setup o Each user will receive a welcome package via containing a User ID and URL to the site and another with a temporary login password. o During the initial setup you will create your password, register for One Time Passcode authentication, and select a security image. Login Process Step-1 of 3 Enter the User ID provided to you within the welcome letter, then click the Next button. Step-2 of 3 Verify that both the security image and security image name match those you previously assigned during the initial setup process. Enter your password in the field provided to complete the login process. Note: Image selection is part of the initial user setup to ensure that you enter the User ID and Password on the LexisNexis Insurance Solutions Web portal. 5

6 Step-3 of 3 You will be directed to the One Time Passcode (OTP) - Registration screen. 6

7 Note: You must select two different communication channels. Enter the address one time passcodes should be sent to, then enter the preferred telephone number one time passcodes should be sent to. You may select either SMS text or voice call to receive your one time passcode using your phone number. Use the Default radio buttons to select the communication method you wish the system to use first when attempting to send a passcode. Click Add Phone to enter additional telephone numbers. You may add up to three numbers using this method. For a limited time, you will have the option to access your account without completing the One Time Passcode registration process. Click Skip OTP Registration to navigate directly to your account. Note that this option will only be available for 30 days. After this time, you will have to complete the registration process in order to access your account. If you have not accessed your account in over 60 days and you have waited until the window has closed to skip the OTP registration process, you will still be able to access your account using your User ID, password, and security image. Once you have successfully access your account using those methods, you will be automatically redirected to the OTP registration screen to complete that process. Optional One time password verification is triggered if you attempt to access your account from an IP address not already associated with your account. You must complete the OTP verification process to access your account. 1. At the Unrecognized Location / Computer screen, choose the appropriate radio button denoting which registered communication method you would like the system to use to send you the passcode. 7

8 2. Click Send Passcode. 3. At the Verify Passcode screen, the system will provide a confirmation message that the passcode was sent using the communication method you requested. Enter the passcode in the field provided and click Verify Passcode to complete the verification process. The system additionally provides the option to resend your passcode, in the event the current passcode expires or you are unable to enter it in time. You may also opt to select a different recovery communication method, if necessary, seen in the following image. Password Forgot Password In the event you forget your password, please use the Forgot Password feature available on the second login page to reset your password. 8

9 The Forgot Password screen will prompt you to enter whichever recovery method you have set up as your OTP default communication channel (either the full address or the telephone number associated with your account) where the system will send your passcode. A partially masked version default communication channel is provided to you. In the following image, an address was configured as the default recovery method. 9

10 Note: If you wish to receive the passcode using a different (non-default) recovery method, such as SMS text or voice call when the default is set up for , select the Choose a different recovery option link. You will be required to enter the complete information for the alternate recovery method associated with your account where the system will send your passcode. A partially masked version of the information is provided to you. Enter the verification characters in the field provided and click Send Passcode. At the Verify Passcode screen, the system will provide a confirmation message that the passcode was sent using the communication method you requested. Enter the passcode in the field provided and click Verify Passcode to complete the verification process. 10

11 The system additionally provides the option to resend your passcode, in the event the current passcode expires or you are unable to enter it in time. You may also return to the Forgot Password screen to select a different communication method, if necessary. Password Expiration You will be required to change your password every 60 days. LexisNexis will notify you in advance so you can use the My Account feature of the site to change or update the password. The following is a sample sent by: insurancesolutionssupport@lexisnexisrisk.com User Name, You are receiving this message because your password to access LexisNexis Insurance Solutions webportal will expire on mm/dd/yyyy. You may change your password using the steps below: 1. Login to insurancesolutionssupport@lexisnexisrisk.com (copy and paste the url in the browser) 2. Click on My Account link at the top right side of the page and follow instructions to change your password. Thank You, Insurance Solutions Support 11

12 Session Inactive Session Timeout: After 30 minutes of inactivity your session will expire and you will be required to login again in order to use the system. Concurrent Session Concurrent sessions are not supported by the system. A new session will end the previous session. Note: Users are prohibited from sharing their assigned login credentials with other individuals. A warning banner will appear if any one of the listed conditions is detected by the system. Clicking on Continue will terminate the other session. 12

13 Home Page A successful login will bring you to the home page of the respective vertical (Life, Personal Auto/Home, or Commercial) based on the account number(s) associated with your User ID. Each home page provides access to Support Options, Case Results, Notifications, FAQs, Dashboard, Most Recent Cases, and the functionality to start a new case or continue a Saved case. Security Settings The Security Settings link is used to verify your contact information as well as to change or update the security settings on your account. Change Password: Allows you to create a new password. Password requirements are listed on the page. One Time Passcode Registration: Allows you to change or update your OTP communication channels. Change Security Image: Allows you to change or update the selected security image and the given name of that image. 13

14 Customer Support Support Site: The support site provides answers to the most Frequently Asked Questions (FAQs). You can also review the How to Read documents for each supported product. Training Site: The training site ( ) lists online training available to each user. Training modules are listed under the title of LexisNexis Insurance Solutions Web portal. Live Chat: During the listed support hours you can initiate live chat with LexisNexis customer support staff. Support Hours Live Chat and Support (Eastern Time): Mon Thurs 9:00AM 6:00PM Friday 9:00AM 4:00PM Closed Sat/Sun Phone Support (Eastern Time): Mon Thurs 8:00AM 7:00PM then after hours Support Friday 8:00AM 6:00PM then after hours Support Sat/Sun after hours Support After Hours Support: on call person will call back within 30 minutes for critical issues. 14

15 Case Results Lists all the cases that you have ordered which have not been purged. Batch Results Lists all the batch cases that you have ordered which have not been purged. Dashboard Case Status Dashboard shows the overall count of cases including cases that will be deleted soon. If you have ordered a MVR from California then the option to download the user access log for CA MVR will be displayed in the dashboard. As a user, you are required to download the user access log within 30 days of placing the order. 15

16 Most Recent Cases Lists the most recent cases you have ordered. Start a Batch Case Start a New Case: Clicking on Start a New Case will take you to the report selection page, where you will be able to select the report(s) that you want to order for that particular case, upload order files, or manually enter the order information. 16

17 Order Processing Order Report(s) Step 1 of 5 (Click Start a New Case) The batch ordering process begins by clicking the Start a Batch Case button. Step 2 of 5 (Provide Order Information) Batch Name System generated name of this batch order. Node/Location: Your location identifier. No selection is needed for a single location. Account/Sponsor: Account name and number(s) assigned to your organization. Select the account name/number to be used for this batch order. No selection is needed for a single account number. Case ID: User entered unique reference identifier for this batch order. Order Type: Select the type of batch order: o Batch File(s) - Orders for the selected products will be in their respective batch file. o Manual Entry Manually enter orders for the selected products. o Batch File(s) and Manual Entry - This option allows you to upload the files for the selected products as well as manually enter data. 17

18 Step 3 of 5 (Select Upload File Type) The available two upload options provide flexibility when configuring a single file for a specific product or combining multiple product order data into a single record. One product to a file: Each file conforms to the data requirements for the product to be selected. User can upload one or more files for the same product and/or separate file(s) for additional products. Multiple products to a file: This option allows user to upload a single file for multiple products to be ordered for this batch. Each record of the file should conform to the data requirements of the products to be ordered. 18

19 Step 4 of 5 (File Upload or Manual Entry) File Upload In this step you will select the product(s) to be ordered for this batch and upload the file(s) containing orders. Product Select the product to be ordered. File Format Select the format of the file to be uploaded. Details of the file formats are available in Upload Formats help link File Information These options allow the user to provide additional details about the file. o First line is a column header System will ignore record while uploading the file o Batch file contains case information This option should be selected if the user wants the system to use the Account Number and Quoteback from the file and not from the selections made by the user in Step 1 of 5. File Path Browse the file to be uploaded. Preview This option will upload the first five records to show the field mappings to the user. Add Another File This option allows the user to add another file. The user can select a different product or load another file for the same selected product. Upload & Continue Uploads the file and continues the batch process. Manual Entry This option allows the user to manually enter up to 300 subjects to be processed as a batch order. User can select from the list of available products for each subject to be entered for this batch. Click Continue to review and submit the orders. 19

20 At any time, the user can review and edit previously entered subject s data by clicking on the link View Saved Records. Step 5 of 5 (Review and Submit Order) Before submitting the batch order, review the order to make any corrections, if needed. 20

21 Correct failed records This option will only appear if one or more records are missing from the minimum required data for the selected product(s). Clicking the link will allow you to make the corrections. Download failed records This option allows the user to ignore the failed records and download those records. The user can then make corrections outside of the system and then upload the records. Generate <Product Name> Prepared Report This option provides the user with information about the orders related to that product. This option is used to review the order details before submitting the batch order. 21

22 Batch Results Batch Results Page The batch results page will list all the batch orders. Saved User has the option to edit and continue a saved batch by clicking on the name of the batch order. In Process A batch will stay in the In Process status until all batch results are complete. The user has the option to download the individual results that are competed. Completed All orders are completed, user has the option to view the details of each result by clicking on the name of the batch or download the results. Download Files The user has the option to download the batch results by selecting from one of the available download options. A ZIP archive file will be created for the selected download which consists of all the results. Century Compliant V2 This is the fixed length file format used for system to system processing. Results will be formatted in the E.D.I.T.S. form for C.L.U.E. Auto, C.L.U.E. Property, Driver Discovery (formerly A.D.D.), and VIN Services. Non Century Compliant V1 - At this time, only MVR is available to download fixed length results that are non-century compliant. INFORM V1 80 Only MVR returns using this fixed length MVR format. PDF; TIFF; TEXT These formats will generate a readable/printable result. The user has the option to download the result(s) in any one of these option. 22

23 Review Results To review the results (reports) of a batch, click on the name of the batch. This will open another window showing the list of results. The user has the option to filter the list of results based on the status. All Results Lists all the results. Hit Activity List records which contain information, such as claims or violations. HIT No Activity List of records that have a clear record. No Hit List of records where the product was unable to find the requested entity (subject, vehicle, or business). Invalid Account An error condition where the selected account number was not setup at the product Error List of records where system error occurred while processing the request There are two other options to further filter the data. Only Unprinted Reports This option will only print the reports that were not printed previously. Only Not Downloaded Reports This option will only download the reports that were not downloaded previously. 23

24 Print or Download Reports User has the option to select multiple reports by clicking on the checkbox next to the record and select Print or Download options. View Report To view an individual report, click on the name of the report. A new window/tab (based on your browser settings) will open to display the selected report. Report Layout and Retention Rules Each report/result will have a consistent look and a standard header. Available Options This option will allows you to download, save, and/or print a PDF or TIFF version of the report. The How to Read document provides more detailed information about each section and key data elements. Data Retention It is your responsibility to download the reports immediately to save a copy, as LexisNexis purges said reports in accordance with the data retention guidelines associated with each supported product and their respective data providers. 24

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26 Case Management Find Cases Enter the Case ID or the subject s name to search for cases. A list of cases that are not purged will be returned under Case Results. Advanced Find (Find Cases) Advanced Find provides the option to look for cases using various search options. You will have the option to find cases within specific date ranges, to get a list of results for a product, or to use the additional search parameters to find cases.. 26

27 Case Management Case search will display the result set based on your search criteria. You have the option to modify the search to update the result set. Click on the Modify Search link to update the search. 27