Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. GENIUS Name and Address

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Objectives After this session, you will be able to:- Understand the types of information that can be recorded about a Name Understand Name Usages and Name Relationships Understand Name Involvements Identify various routes into the Name and Address system Enter and maintain a name and address

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Name Address Companies People Aircraft Vessels Relationships Usages Narrative & Information Recorded Addresses Accounts Company Sets

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging.

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Name & Address Menu

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Work With Names

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Person Company –Company Sets –History Vessel Aircraft Audit Name Details

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Name Codes Menu

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Defines relationship between the user and the name. A name must have at least one usage. Multiple usages are common. Additional name details for some usages. User-defined based on usage types. Name Usages

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Client –Insured, Claimant Expert –Broker, Loss Adjuster Supplier –Attorney Internal –Underwriter, Claims Handler Name Usage Types - Examples

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Edit Name Usage Type Details

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Name Usage Type Details Genius defined internal Usage Types: Usage Type 1 - ’01’ Client ’02’ Expert ’03’ Internal ’04’ Supplier Usage Type 2 – has a relationship with Name Usage Type 1 ’01’ Assured ’02’ Third Party ’03’ Third Party ’04’ Employee ’05’ Reinsurer ’06’ Co-Insurer ’07’ Lloyds Leader Additional Details Can be defined via menu NADCDE 10. Name Usage Add. Details Additional Details Edit / Delete / Sel/Val functions can be specified Extension Details Possible to set up Extension Details for a Name Usage via GNANUEDLNK Definition via menu HSEKEEP 14. Extension Detail Definitions

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Work with Name Usages Option 15=Usages from work with Name

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Identifies relationships that a name has with other names in the system. –Company A is doing business as Company B. –Person B is the contact at Company A. –Company A owns 50% of Vessel 1. Corresponding entries are automatically created. Name Relationships

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Name Relationship Type Details

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Name Relationships Option 14=Relationships from work with Name

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Defines relationship of the Name on a Policy or Claim Name Involvement Types can be user defined from menu NADCDE 11. Name Involvement Types Name Involvements

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Name to Address Option 10=Addresses from work with Names Address details specified from menu NAMAD 4. Work with Name & Address Control

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Accounts for Name Option 11=Accounts from work with Name

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Company Sets Option 13=Company Sets from work with Name

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Placing a “?” in any name field during the entry process brings up Select Names. Search for the name on system. –Filtering –Position To –Direct Lookup Add a new name if necessary. Underwriting/Claims Maintenance

Xchanging Confidential. No part of this information may be circulated, quoted, or reproduced without prior written approval of Xchanging. Add Names –Person, Company, Vessel Enter Addresses Add Name Usages –Additional details Add Name Relationships Work with Name Inquiries Exercises