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Business Segment Presentation
- 1. Business Segment IdentifierGreater Data Access Control = Better Security
- 2. Topics To Be CoveredPart One
- 3. WCPOLS and WCSTAT Manual
- 5. Members Area Security Changes
- 6. Part Two
- 7. Ways to utilize Business Segment ID
- 8. Creating a Business Segment ID and User Access
- 9. Lifecycle of the Business Segment ID
- 10. Business Segment ID in Manage USRPart OneWhat is the Business Segment Identifier (ID) and How can it benefit me?
- 11. WCIO Data Specifications ManualWCPOLS Header RecordWCSTAT Header Record
- 12. Current Data Reporting LandscapeDetail Zoom
- 13. Current Members Area Security LimitationsCarrier Group A (Carrier IDs A1234, A5678, A2468)Searches Return ALL Carrier Group As DATACarrier Group AA1234A5678A2468Search
- 14. New Members Area Security BenefitBusiness Segment XYZ (Business Segment ID 98765Searches Return ONLY Carrier Group As DATA containing Business Segment ID 98765Carrier Group AA1234A5678A2468Search
- 15. Comparison of Data Access ControlBEFOREAFTERMore SecureCarrier Group ACarrier Group AA1234A1234A5678A5678A2468A2468
- 16. Part TwoWhat do I need to do to use the Business Segment ID?
- 17. Steps required to Utilize Business Segment ID
- 18. Create Business Segment and UserSmedley has been converted to Bus Segment User in Business Segment XYZ with Business Segment ID 98765NewThis option adds a new Business Segment to the Group. Choose to convert existing Users to Bus Segment User simply by changing their Role or Create a Bus Segment User from scratch
- 19. Ensure Business Segments Report IDReport Business Seg ID 98765 in HEADER RECORD (BUSINESS SEGMENT IDENTIFIER Field) as per WCIO Manual SpecReport Business Seg ID 98765 in HEADER RECORD (BUSINESS SEGMENT IDENTIFIER Field) as per WCIO Manual Spec
- 20. Grant Access to Bus. Seg. Ready ProductsSmedley can now use New Manage USR to access units reported with Business Segment ID 98765Business Segment User functionality is available in Manage USR and Manage Policy (Coming Soon)New Manage USR
- 21. Business Segment ID Lifecycle
- 22. New Manage USR Business Segment UnitGroup AXYZPolicy202015198765Hammer and Tongs Plumbing
- 23. Possible other uses for Business Segment IDLimit access to profit centers or Underwriting groups within a carrier
- 24. Run off reporting data after sale or acquisition of a carrier by another groupQuestions, Comments or ConcernsPlease feel free to direct your question, comments or concerns to Erica!ConcernsCommentsQuestionsSee Erica!
Editor's Notes
- #5: This is an opportunity to introduce the Business Segment Identifier and highlight its presence in the WCIO Manuals. Some key characteristics of the element, as the manual mentions, are that it is maintained and reported by the data provider.
- #6: This is a simplified overview of the data reporting process. It introduces Carrier Group A and highlights the fact that Carrier Users and TPAs are a singular entity as far as the process is concerned. In much of this presentation a TPA is being used as the Business Segment. However, the TPA is only one example of how the Business Segment might be utilized and a later slide will touch upon some other potential usages.
- #7: This detail further illuminates the fact that Carrier Users and TPAs currently have access to the same data set in our database using a Manage USR Search and a quasi Venn Diagram. First pointing out the limitations in the current data reporting process helps to later illustrate the benefits that can be had by utilizing the Business Segment ID.
- #8: This demonstrates the benefit of being able to limit the data that a Business Segment User is able to access through products in our Members Area.
- #11: First must define the Business Segment subset and assign with a segment id and then assign specific users to the business seg within the Members Area. Ensure that the Business Segment are reporting with the appropriately assigned Bus Seg ID. The Bus Seg Users that have been assigned to each bus seg id will then need to be granted access to the Bus Seg ready products, which are and will be going forward MUSR, MPolicy, and WCRATINGS.
- #12: Demonstrates User SmedleyMucklethorpebeing converted from a User to a Bus Segment User and adding Business Segment XYZ with Business Segment ID 98765
- #15: Once reported on the policy and policy revisions the business seg id will show on the UST system within Manage USR and will list those units and corrections that are needed. Once the USRs are reported if needed they can be verified in the edit verification within MUSR.