ACORD Standards Forum

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1 ACORD Standards Forum November 9, 2004 Fred Iantorno Executive Director

2 CIECA 1994 CIECA was incorporated CIECA Board of Trustees created Board represents all collision industry segments Mission Statement developed Committees created to address industry issues

3 Mission Statement To Provide a forum and methods to develop, maintain, and monitor objective, unbiased, and uniform guidelines and standards for use of Electronic Commerce that are in the best interest of all those entities conducting business with and within the Collision Industry.

4 Benefits of Membership Charting the Course Establishing Direction Sitting in the Front Row Advanced Access to Information Developing the Standards Insuring that your company s interests are met Implementation Investment Protection Lead with the Standard Working Together Implementation Partners Industry Consistency An Advantage in Numbers Networking/Training Learn Together and Share your Experiences Overall Costs Reducing the Cost of Doing Business

5 CIECA Membership 6 Industry Segments as of 11/1/2004 Repairers 37 Information & Software Providers - 36 General Service Providers - 8 Parts & Materials Suppliers - 16 Insurers - 10 Related Segments/Industries - 11

6 CIECA Standards EDI Standards & Implementation Guides Repair Estimate Total Loss Rental Assignment Salvage Assignment FNOL Glass Glass Assignment Repair Assignment Rental Invoice Glass Invoice Glass Remittance Rental Remittance Loss Attachment Photo Image Standard EMS (Estimating/Management System) DB file integration Version 2.6 BMS XML Release 1.0 & 2.0

7 Standards Evolution EMS Estimate Management System Standard Originally conceived in the early 1990 s to eliminate the manual duplicate keying of estimate data into the Body Shop Management Systems. dbase files (small system platform PC)

8 Standards Evolution EMS Versions 1994 Version Version Version Version Version Version 2.6

9 Standards Evolution EMS Transformation From 1994 to 2002, the EMS was enhanced to include: Assignments Reassignments Estimates Supplements Bi-Directional

10 Standards Evolution EMS Vintage CIECA developed the Standard Format Information Providers developed the Implementation Guide, which is the HOW TO book. CIECA Code Lists were published once a year.

11 Standards Evolution EMS Version 3.0 was conceived as a total replacement of the EMS dbase files and the EDI transactions (e.g. 124, 272, etc.) One Standard for small and large systems/businesses New EMS will be developed using XML technology.

12 Standards Evolution In 2003 CIECA established two primary Committees to address EMS & XML. Architecture Committee VDI (Vehicle Damage & Imaging) Committee CIECA also implemented a policy whereby the Standards, the Code Lists, and the Implementation Guides would be packaged in lock-step and developed by CIECA.

13 Standards Evolution February, 2004 EMS 3.0 (XML Version) was approved: Release 1.0 Assignments Reassignments Estimates Supplements In XML Terminology BMS (Business Message Specification) Common Elements & Aggregates Assignment Services Estimate Services

14 EMS & EDI Transition to BMS Release 1.0 February 26, 2004 EMS (Estimating to Management System) EDI Assignment Reassignment Estimates Supplements 124 Estimate 272 Assignment BMS (Business Message Specification) Release 1.0 Common Elements & Aggregates Assignment Services Estimate Services

15 EMS & EDI Transition to BMS Release 2.0 September 30, 2004 EMS (Estimating to Management System) Assignment Reassignment Estimates Supplements EDI 124 Estimate 272 Assignment 841 Imaging 811 Glass Invoice Etc. BMS (Business Message Specification) Release 2.0 Common Elements & Aggregates Assignment Services Estimate Services (with PDR) Binary (Imaging) Services Glass Services Rental Services Salvage Services Procurement Services

16 CIECA Committee Structure Board Level Standards Development Committee (SDC) Level

17 CIECA Committee Structure Board Level Executive Committee Finance Committee Policy Committee Marketing Committee Strategy Committee Standards Advisory Board Resource Center Committee (Ad-Hoc) Certification Committee (Ad-Hoc)

18 CIECA Committee Structure SDC Level (Standards Advisory Board Architecture Committee Cross Industry Research & Coordination Subcommittee Automated Procurement Committee CSI Committee (inactive) EDI/EMS Committee (inactive) Paintless Dent Repair (PDR) Committee (Ad-Hoc) Rental Committee Salvage Committee Vehicle Damage & Imaging (VDI) Committee

19 2004 Tactical Plan Projects 1. Vehicle Damage & Imaging 2. Certification 3. Industry Resource Center 4. Rental Assignment & Response 5. Salvage Assignment & Notification 6. PDR (Paintless Dent Repair) Reporting Standards 7. Automated Procurement 8. CSI Request & Assignment 9. Glass Assignment & Response 10. 1, 3, 5 Year Strategic Plan

20 Automated Procurement Multi-year Project Scope includes Part and Materials: OE (Original Equipment Mfg.), Aftermarket, and Recycled As large an impact on the industry as the EMS standard 7-14% Return Rate today Initiated by Repairers and Chaired by Repairers Goal is to implement one phase in 2004

21

22

23 Salvage Project 2 Workflows/Diagrams

24 Damage Appraisal Information Provider Total Loss Valuation Request Total Loss Valuation Report Report of Total Loss NICB/ISO, Police and Other Data Recipients Vehicle Sale Assignment Assignment Confirmation Salvage Work Flow (Vendor Facilitated) General Communication or Service Request/Status Vehicle Release & Title Vehicle Owner Release request Probable Salvage Value Estimate Information Provider Tow Request Pickup Confirmation Transportation Tow Request Salvage Provider Towing & Prepaid Expenses Invoice Lien Release Request Lien Release Title Transfer Request New Title Lienholder Institution DMV Salvage Vendor Edits Invoice for Prepaid Expenses Rejected Invoice Prepaid Expense Remittance Sale Notification Bid to purchase Edits Reserve Waiver Request Reserve Waiver Response Recovery Payment/Deficit Remittance Prepaid Expense EFT Rejected Invoice Recovery Payment EFT Edits Notification of Purchase Vehicle Purchase Remittance Salvage Purchase Receipt Purchase Remittance in EFT Salvage Buyer Insurer Bank Salvage Vendor Bank Salvage Buyer Bank

25 Salvage Work Flow (Alliance Partner Facilitated) Report of Total Loss TL Valuation Request TL Valuation Report NICB/ISO, Police and Other Data Recipients Probable Salvage Value Estimate Information Provider Vehicle Sale Assignment Assignment Confirmation General Communication or Service Request/Status Alliance Partner Vehicle Sale Assignment Assignment Confirmation General Communication or Service Request/Status Vehicle Release & Title Vehicle Owner Release request Tow Request Pickup Confirmation Transportation Tow Request Salvage Provider Towing & Prepaid Expenses Invoice Lien Release Request Lien Release Title Transfer Request New Title Lienholder Institution DMV Salvage Vendor Edits Invoice for Prepaid Expenses Rejected Invoice Prepaid Expense Remittance Sale Notification Bid to purchase Edits Prepaid Expense EFT Reserve Waiver Request Reserve Waiver Response Recovery Payment/Deficit Remittance Rejected Invoice Recovery Payment EFT Edits Notification of Purchase Vehicle Purchase Remittance Salvage Purchase Receipt Purchase Remittance in EFT Salvage Buyer Insurer Bank Salvage Vendor Bank Salvage Buyer Bank

26 Certification The purpose of the CIECA Certification Committee is to establish an ongoing Certification process to validate that the implementation of the software application s interchange documents is in compliance with CIECA standards and implementation guidelines. Certification applies to XML and beyond.

27 Certification Benefits Reinforce credibility of CIECA mission by ensuring consistent implementation of standards from entities claiming to be CIECA compliant Encourage application interoperability - improved data translation Encourage development of new business relationships between trading partners Enable Code Reuse by application developers

28 XML Summit Held March 26, 2004 with ACORD, CIECA, & X12 Invited Organization Presentations Common Ground and Divergent Issues discussed Brainstorming ideas Developed Next Steps

29 XML Summit ACORD & CIECA decided that they would work together Conference Calls held; documents exchanged Scope and Initial Objectives outlined

30 The Environment Agent Insurance Carrier Policy Services Providers Consumer ACORD View

31 The Environment Agent Insurance Carrier Claims Services Providers Consumer CIECA View

32 The Environment Agent Insurance Carrier Policy Services Providers Claims Services Providers Consumer CIECA/ACORD View

33 The Environment Agent Insurance Carrier Auto Body Repairers Independent Adjustors Glass Replacement Information Providers OEM s Aftermarket Parts Salvage/Recyclers Car Rental Agencies Towing Paint Mfg Policy Services Providers Claims Services Providers Consumer Loss Payee Litigation Attorneys Statistical Agent Fraud Database CIECA/ACORD View

34 So, what can we do together? Workflow Analysis Determine Overlap and Opportunity Assignment? Coverage Verification? Possible Options: Merge/Converge Harmonize Enhance Build New

35 ACORD/CIECA Pilot Scope Identify ACORD & CIECA standards to be logically coupled Map to 3 rd Party Systems Test Data Extraction & Integration Objectives Drive Implementation of Collision Industry Standards Prove compatibility of the 2 standards Engage service providers and carriers in the pilot to produce a Case Study

36 ACORD/CIECA Pilot Initiation Objectives Define the Proposed Project Scope Gain Pilot Team commitment Team to include Carrier(s), Info Providers, Repairers, others Develop Project Milestones Graphically document the model/road map Select specific business processes at ACORD/CIECA standards touch-points Validate data requirements Make necessary changes to standards based on validation Implement at Pilot companies Present findings at Collision Industry and ACORD events

37 ACORD & CIECA Which brings us to today On November 1, ACORD presented to CIECA s Board of Trustees Today, CIECA presented to ACORD s Standards Forum Today, ACORD is a member of CIECA & CIECA is a member of ACORD The Future may not be crystal clear but we are certainly moving in the right direction The Pilot and subsequent implementations will be the testimony of our joint efforts CIECA is extremely positive about the outcome. We know that ACORD is also.

38 ACORD & CIECA Pilot/Proof of Concept Participants Repairer (identified and accepted) Rental Car (identified and accepted) Information Provider (identified and accepted) Insurer (candidates identified)

39 ACORD Standards Forum Thank you for your Time CIECA welcomes our Newest Member Questions???? Visit us at Brochure at the back of the room

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