Bring me up to speed on all things ACORD
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1 Bring me up to speed on all things ACORD ACORD Sandy Hampel Director Implementations Life & Annuity Marianne Sherman Life & Annuity Program Manager Prudential Cynthia Price Service Relationship Manager
2 2 Standards and why they matter What is ACORD? Benefits & Strengths of Using ACORD ACORD Assets L&A ACORD Standards & Forms Working Groups How to get involved Prudential story
3 3 Standards Every industry has them
4 Association for Cooperative Operations Research and Development Founded 1970
5 ACORD Standards are developed by consensus
6 ACORD Standards ACORD Standards are available for Life, Annuity & Health Property & Casualty/Surety Reinsurance & Large Commercial Cross Domain Specifications and Documentation Australia Southern Africa ACORD XML Standards Provides a foundation for real-time exchange of data between Producers, Insurers, Reinsurers, Distributers, Rating Bureaus, Solution Providers. Ensures unprecedented consistency and re-usage across all messages DTCC EDI Standards Multiple EDI flat file layouts for POV, FAR, AppSub, etc. ACORD L&A Standard includes 17,500+ Dictionary Entries 370+ Objects 470+ Code Lists 200+ Unique Messages FORMS 782 Forms (723 for P&C; 59 for L&A) Fillable/e-labeled/ eforms: 664 P&C, 17 L&A elabel Mappings: 620 P&C
7 9 Strengths of ACORD Reusability No need to reinvent the wheel ACORD has a reusable data model Expandability Easily plug in new requirements Interoperability Easily integrates with disparate systems
8
9 Testing Harness New functionality Automated business partner validation Simulated test partners Easier business rule validation More member control Three levels of validation Multi-message choreography Business content included
10 Certification Tighter integration with Testing Harness Business Partner certification for all standards Certification Numbers for added transparency Publicly documented implementations
11 ACORD Reference Architecture Business Glossary Information Model Capability Model Data Model Component Model
12 ACORD Life & Annuity Assets Life and Annuity XML DTCC EDI Standard Data Model (Help File) Implementation Guides Transaction Specs ACORD Reference Architecture (aka Framework) Forms Implementation Tools Testing and Certification 23
13 Life & Annuity Data Standards Claims/Benefits Disability Protection Employee Benefits Financial Transaction Illustration/Quoting In-force Policy Management Insured Retirement Income Licensing & Appointment Life Census Life Reinsurance Product Design/Definition Replacements Sales/New Business Tabular Data (tables, rates)
14 Forms: an area to expand use 723 P&C Forms 59 L&A Forms 25
15 FIGs & elabels eform - electronic fillable ACORD form capable of collecting data. data from an eform can be extracted for re-use, including to populate other forms. eforms enable you to gather and transmit data faster, and facilitate straight-through processing More precise data capture: Fields such as Address are separated into component parts, such as street, city, and state. reduces free form text that needs human review. Reduced NIGO rates. FIG: Integrated Forms Instruction Guide (FIG): mouse over any field on the eform, and the instructions for that field appear. 26
16 Producer Information Form Webinar June 25, 2015 from 2-3 PM ET
17 FIGs & elabels elabel Unique identifiers for every tag on an ACORD form consistent labeling of the fields across all ACORD forms. P&C 664 forms elabeled; L&A 17 forms elabeled. 821 Producer Information Form 28
18 29 e-label mappings that connect form data to XML standard 620 P&C forms are e-labeled
19 FIT Field Identification Tag unique named identifiers identifying a precise atomic insurance business semantic (within a single domain) associated with a specific modeling in the data standards via a message (identifiable by an XPath statement) reusable on any form. FITs start with a data element and associates it to a unique form tag identifier (ie: ACORD elabel). elabels are by definition a subset of FIT (i.e. there may well be FIT s with no related elabel representing concepts not present on forms but indeed present in data messages). Or a FIT may apply to a proprietary form. 31
20 ACORD Working Groups Program Working Group Transaction Specifications Architecture Forms Claims Employee Benefits
21 ACORD Working Groups Program Working Group (PWG) Central Foundation of L&A program Collaborate with DTCC Review Board Meeting & IRI Framework & Conformity Maintenance Requests Priorities
22 ACORD Working Groups Transaction Spec Review Subset of PWG Tightly defined business services All the artifacts to implement a specific business event. Required, Optional, Conditional data elements Available TypeCodes Sample Request/Response XMLs Use Case Scenarios Schemas Business Process Flow diagrams
23 ACORD Working Groups Life Architecture Group (LAWG) Ensures alignment with best modeling practices Addressing ambiguity
24 ACORD Working Groups Forms & Data Mapping Replacement Forms Collaborates with IRI Question Standardization Working Group 1035 Exchange e-form (951e) including esignature
25 Claims ACORD Working Groups Death Inquiry Services First Notice of Loss Business Process Modeling
26 Claims ACORD Working Groups Business Process Modeling
27 ACORD Working Groups Employee Benefits Product Distribution Group Plan Setup Life, Annuity, LTC, Short Term Disability, Long Term Disability, Vision, Absence Management, etc Employee Enrollment
28 ACORD Working Groups Employee Benefits Product Distribution Group Plan Setup Employee Enrollment
29 What can you do? Volunteer! Get involved! Working Groups - 43
30
31 One Blue Hill Plaza 15 th Floor Pearl River, NY USA London Underwriting Centre Suite 1/3 3 Minster Court Mincing Lane London EC3R 7DD United Kingdom +44 (0) Wednesday, September 24, 2008
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