DOCTRANS

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DOCVIEWER.jpg
Name Electronic Document Trans.
Shortcut DOCTRANS
Area Electronic Messaging

See the NOVUS Walkthrough Guide for general information about the system.


The DOCTRANS program is part of the electronic connectivity module enabling users to send data electronically as part of the A&S (accounting and settlement) and ECF (electronic claims filing) initiatives.

The DOCTRANS program forms the initial part of the A&S sequence of programs responsible for creating the work order and packaged data for the IMR.


Submitting A&S / ECF documents

If the DOCVIEWER program is launched from the NOVUS shortcut, a policy selection will appear for the users to select a policy:


DOCTRANS policy selection.jpg


The DOCTRANS program is built into the DOCVIEWER program, so documents should first be selected in the DOCVIEWER program, then the electronic messaging button should be clicked in order to open the document submission panel.


DOCVIEWER select documents for DOCTRANS.jpg


The user can then change the following properties using the drop-down menus.

  1. Document Type: Select the ACORD (Association for Cooperative Operations Research and Development) code which correctly defines the type of document being sent to the IMR (Insurers' Market Repository).
  2. Job Number: Select the job number from the drop-down list.
  3. Transaction Number: Select the transaction number from the drop-down list. If the document being sent is an LPAN (London premium advice note) then it is necessary to define the transaction number referred to in the LPAN. The transaction number can be selected from a drop-down list of values.
  4. Process Type: Select 'A' for accounting and settlement or 'E' for electronic claims file (ECF).
  5. Claim Number (UCR): If this is an ECF process type, enter the unique claim reference for the claim referred to in the data that is to be submitted.
  6. Transaction Type: Select the transaction type from the drop-down list. Selecting the transaction number auto-populates the fields with details from the risk.
  7. Business Type: Select the transaction number from the drop-down list.
  8. Market: Select the Market from the drop-down list.
  9. UMR: THe UMR will display in this field and also at the top of the form.
  10. Contract Type: Depending on options selected the contract type field will auto-populate.
  11. Contract Nature: Depending on options selected the contract nature field will auto-populate.
  12. Cover Type: Select the option to Delink or not.
  13. Delink: Select the transaction number from the drop-down list.
  14. Narrative: Enter free text relating to this package.
  15. Description: Enter free text description relating to this package.
  16. Confidential: Select the option from the options.

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DOCTRANS work package request.jpg


Once all documents have been entered click Submit Work Package button to begin the process of submitting the documents.


A window will appear containing the job number and the VMI numbers. The documents will also display in the ECM viewer panel. An email detailing the progression of the process will also be sent.

Once the final email has been received indicating that all documents have been successfully uploaded, a work order can be created.


CREATEWO success.png


A confirmation email will be sent with relevant details included.


Ecm viewer.png

When submitting a request in the ECM integration, a check will be performed that the file forming part of the request is closed. If not, then a message will be shown showing the user they must close the file, or the upload will finish.

ECM File Open.png

Dealing with a Failed Document

There are a number of reasons why a file could fail submission. The most common is status code 100, which is usually caused by uploading a file with the same filename as a submitted file. To fix this, resubmit the failed document with a new filename.


Version History

v 6.3.0 – Updated to latest version
v 6.2.0 – Updated to latest version
v4.2.0 – Updated to latest version
3.4.0 - PPL button added to allow submission of Slip documents to the Placing Platform (PPL) Conversion to .net 3.2.0
DOCTRANS has been converted into the Modern NOVUS screens and integrated into DOCVIEWER for easier document management
V11P: Update includes ability to add extra files to current projects and remove those files that have failed. Some changes to form layout and LOV window size.
V9P: First version of the live form.