1. © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging.

2. GENIUS Enquiries INTERNAL & EXTERNAL PRESENTATIONS Ready to Use Version 0.1 Add Presenter Add Date

3. 3 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. There are four types of enquiry that can be made using this system:-  Breakdowns an individual policy, claim, or account  give a progressively detailed breakdown of a policy or claim, such as the sections, section details and coverages, the terms (policy only), the units, and the transactions in summary or total.  Interrelationships of policies, claims and names  show the connections between names, claims and policies.  Accumulations and results  show results over a specified period by any user defined grouping to give a quick enquiry onto the more important categories.  Lists and searches  where the user can choose to select on any combination of the analysis codes and dates. The functions have include/exclude and range options. They can then lead to an individual policy or claim, or aggregate enquiries. OVERVIEW

4. 4 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging.  As can be seen, it is possible to use the enquiries to ‘drill-down’ and look at each level of a policy, claim or Accounts structure etc. It is even possible to link some enquiries in a sequence, so that you automatically visit a series of enquiries. To begin planning how to arrange and use their range of enquiries, refer to the Enquiry Planner Charts. Enquiry screens tend to be either list screens of multiple items or display screens for single enquiry items. Some list enquiry screens lead to one or more display enquiry screens. The following chart abbreviates the two types of screen, and other enquiry features (refer to the chart key for details). HOW TO USE THE ENQUIRIES

5. 5 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. ENQUIRY PLANNER - Policy & Names Policy Policy Select General Prompt E1 * Risk Prompt E2 * L Risks by Assured E4 * General L Policy Summary S6 * L Policy History M6 * D Policy Stats M7 * L Decln to Lineslip M8 * D Lineslip Statistics M9 * L Name Inv for Risk N1 * Perils L For Policy Q1 * L For Area Q2 * L Summary for Area Q3 * Rating D Rating Table G1 * Rating Master Enq G2 * Other L Pol Endorsements & Events MG * Wordings & Documents L Policy Wordings W1 * L Policy Documents W2 * Units L Units U1 * L For Policy/Section /Section Detail U2 * L Usage by Section U3 * L Usage by Coverage U4 * Items L Item Groups I1 * L Items I2 * L Item Group Usage for Covers I3 * Related Information L Relationships NB * L Company Sets NC * L Co. Set History NF * D Addl. Details ND * L Prof. Association NE * L Agcy Agreements NH * Names Prompt E4 * L Person by Surname NG * L Names N0 * D Name N5 * How / Where Used L Pol. for Name N2 * D Pol. for Name N3 L Usages for Name N4 * L Names for Usage N6 * D Name Usage N7 * Addresses D Addresses NA * L Addr. for Name N8 * L Names for Addr. N9 * L Address Search RM * Audit L Name Audit AN * L Deleted Names AD * Master L Master M1 * D Master (& Sectns) MF * L Endorsmts History M2 * D Master (only) M3 * L Masters by Name Involvement Ref M0 * Section Prompt E3 * L Section S1 * L Participation Groups for Section S5 * Section Detail L Section Detail S2 * L History S3 * D Section Details S4 * Coverage L Coverages C1 * L Coverage History C3 * D Coverage C4 * Deductions L Groups D1 * L Group Versions D2 * L Deductions D3 * D Deduction L Dedn Grp Usage D5 * L Partpn Groups for Deduction Group D6 L Groups P1 * L Group History P2 L Partpns for Group P3 * D Participant Details P4 * L Usage by Section P5 L Participants P6 * Participations D Pol Ceded Amts C6 * L RI Attachmt for Pol R1 * L RI Att. for RI Pol R2 * Reinsurance L Terms Versions M4 * L Terms M5 * Terms Control of Processing Policy Components

6. 6 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. ENQUIRY PLANNER - Accounts, Claims & Others Area Prompt E1 L Area A1 * L Peril Detail Q2 * L Peril Summary Q3 * Exposure by Location Prompt E5 * Locn Accumulations E7 Non-Enquiry Options Underwriting Maint. UM * Claim Maint. KM * Update Cheque Dtls. KU Cumulative Stats. CS * Diary DY * Work with Renewal Diary Entries R3 Calculator *C Others Narrative D Policy Narrative PN * D (If / where available) DN D Claim Narrative KN * Accounts / Statistics Claims Accounts / Ledger Prompt E6 * Claims Select Prompt E1 * L By event date KG * L In ref seq. K0 * L Claims for policy K1 * (if no policy, lists unattach.) L Clms for Pol / Sect KS * L Related Claims KA * L Clm Name Inv Srch KD * L By Brk ref 2 KE * L Pol Clms by Ev Dte KI * L Claim Catastrophes KK * D Clm Mstr Lrge Loss KZ * Master D Master (options) K2 * L Amount summary K5 * Sections L Sections K3 * D Section K4 Litigations & Recoveries L Litigations KC * L Recoveries KF * Transactions L Transactions K6 * L Payments (Desc) KX * L Paid & O/S (Desc) KY * D Transaction Detail K7 D Payment Details K8 L Amounts K9 * L Final / Reopen KB * D Claim Auth Entries KH D Auth Entries- Batch KJ * L Unauth Trans - Clm KR * D Claim Narrative KN * L Payments KP Bank Balances L By Co. / Branch / Bank a/c BX * L By Bank a/c BY * L Cash Journals B6 D Cash Journal B7 Account Balances L Balance - a/c ccy B1 * L Balance - orig ccy B2 (*) L History B3 * L Detail - active B4 (*) D Ledger Item Detail B5 Allocation Sessions L For a/c BA L Session Details BB D Alloc Item Detail BC L Allocation Session Create BD L ALL Allcn Sessions BG Balances Other Records Journal Vouchers L Journal Vouchers B8 L Jrnl Voucher Dtls B9 L Transfer Journals BE Cheques L Cheques KL D Payment Details KQ D Payment Auth. KW Miscellaneous L Assured Ledger Enq BF Ledger Posting L Ledger Postings for Pol / Trans L1 * D Ledger Postings L2 * L Amounts for Ledger Posting L3 * L Ledger Postings L4 * L Archive Posting for Policy / Trans L5 * D Archive Postings L6 Transactions L Trans by Their Ref T1 * L Policy Trans T2 * D Trans Header T3 * L Amts for Trn/Mster T4 D Amount Details T5 L Statistics Section for Transaction T6 D Statistics Section Details for Trans T7 L Amounts for Pol T8 Accts/ Stats Generation Line of Business - Specific Enquiries L Aircraft Attachts AA D Cargo Declaration CD D (Med.) Case Enquiry CE D Motor S7 D by Chassis No. S8 D Make / Model List V1 D Make / Model V2

7. 7 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. ENQUIRY PLANNER (KEY) General Key * = Usable as an intial enquiry. GENIUS will prompt for policy or other required data, if unknown (*) = Usable, but may not be an easy access route L = A list enquiry (Note: Entering the number ‘5’ against a list entry, or double-clicking on your mouse will usually display a detail screen, depending on your system setup) D = A display enquiry Command Option Key (by 1st Character) A Area & Audit L Ledger B Accounts M Master (Policy) C Coverages N Name (CS Cumulative Statistics ) P Participations D Deductions Q Perils (DN Display Narrative ) R Reinsurance (DY Call Diary Sub-System ) S Sections & Section Details E Enquiry Prompts for selecting records T Transactions (Policy) G Rating U Units I Item (UM Call U/W Maintenance ) K Claims (including Claims Transactions) W Wordings This chart is intended to show both the existing range of enquiries and their related groupings, e.g. ‘Policy Components’, ‘Control of Processing’ etc. As such, it provides a guide for how to ‘drill-down’ by levels of file structure when analysing a policy or claim etc. It should be noted that the selection of available enquiries, their titles and the command options used to call them will vary between customer sites.

8. 8 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging.  To give quick access to information entered in and generated by GENIUS  Be able to move very quickly between functions showing information from completely different parts of the system  Can look at information about a policy or claim  Some enquiries show the type of information that is only available otherwise in the Reports. This would be lists and details of premiums or claim payments for a single policy or claim; accumulations of amounts over many policies; or lists of policies having one or more of the analysis codes in common. This information can be accessed in a fraction of the time it would take to run a report. WHY ENQUIRIES ARE USED

9. 9 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. There are two ways to access the Enquiry system:  From a Menu  There are three menus with an option to call the Enquiries - the Main Menu the Claims Menu and the Accounts Menu. For the first two, the screen ‘General Enquiry Prompt’ is presented and for the later the screen ‘Ledger Enquiry prompt’ is called.  From Policy, Claims or Accounts Maintenance  You can either press F15=Enquiries or enter a 5=Display against an item in a list. The screen called will vary depending on where the option is taken. Use this method if need to find out something while altering the policy, claim or accounting information, without exiting the maintenance routine. For example if you were about to enter a payment for a claim, you could go straight to the Enquiry system to look at the payments that have already been made. ROUTES TO THE ENQUIRY SUB-SYSTEM

10. 10 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Genius Enquiries functions provide a means of running any program defined to Genius and identified with a two-character code. These codes can be changed and customised in each system. The standard codes are listed on the Enquiry Planner: L enquiries produce a list of records D enquiries display one specific record * enquiries are first level enquiries, First level enquiries can be accessed from the Enquiries prompt without first specifying the record (e.g. policy or claim) on which the enquiry is to be performed. In these cases Genius will guide you through the selection. Other Enquiries (without *) require you to first identify the record to be enquired. EXAMPLE: In the T3 enquiry (Display Transaction Header), a policy transaction must first be selected (e.g. by using T2 or T8 and choosing one transaction from the list). T3 is not a first level enquiry. EXERCISE

11. 11 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. This exercise is in three parts: Part A of the following enquiries exercise covers only a few of the main Genius enquiries. Genius has over 170 different enquiries. It is important to your successful use of the system that you are familiar with the main enquiries and that you can find and use other enquiries when you need them. The Enquiry Planner is designed to help you move from a general need for information, to identifying the areas of Genius relevant to your enquiry, and the most useful enquiries in these areas. Part B requires you use Genius Enquiries to explore the database and identify suitable questions for others to answer. Part C requires you to swap questions and attempt to answer the questions posed by others EXERCISE

12. 12 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Part A: 1.Policy Enquiries a)How many Masters starting with Reference Q000… are recorded? b)When was policy 000003 001 written? What was the period of insurance? c)How many sections are recorded? d)How many section details? e)How many policies do Applied Technology have? What was the unit attachment start date for the Leman St location in PD? f)What percentage is ceded to treaty? g)Who are the solicitors involved for this policy and from when? How many policies are they involved in? h)How many endorsements at what date were created? What was the reason for the endorsement? How many have attached notes? What’s the note(s) say? i)What’s the total gross premium of this policy? h)What’s the gross loss ratios for this policy? EXERCISE

13. 13 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Part A: 2.Claims Enquiries a)How many claims on that policy? b)What is the date(s) of loss? When notified? c)How much has been paid and how much is outstanding / reserved (gross after coins, advised o/s) ? What is the fee amount in base currency? 3.Accounting Enquiries a)What are the total amounts that have been posted to Accounts for this policy/claim(s)? (Gross after coins, in base ccy) b)What more can you tell me about these amounts? EXERCISE

14. 14 © Xchanging 2010, no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Part B: Use Genius Enquiries to explore the database and identify at least 10 suitable questions for others to answer – similar to the above and include other Enquiry options. Try to use key words (as above) to prompt others on possible ways to find the answer. Please don’t make the questions too difficult – and make sure you know and can demonstrate the answer! Part C: Swap questions and attempt to answer those posed by other trainees. Following this we’ll keep a score and discuss the results! EXERCISE