ACORD_ZA_ProgramActivityReport_2011-04

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					 South African Short Term Insurance Program Activity




                                                                                    April 2011
                                                                         Next issue May 2011



 ACORD is a non-profit standards development organization (SDO) providing professional and
 technical support to the insurance industry locally as well as globally.

 This Activity Guide is prepared to regularly inform ACORD members and other interested parties
 on the standards development efforts underway in a non-technical manner. This publication is
 produced quarterly with the first quarter introducing the priorities for the year, the mid-year
 reports providing status and the year-end reporting a summary of accomplishments.

 Any and all comments and questions are appreciated. Please contact Alan Stitzer at
 astitzer@acord.org




ACORD Standards Program Activity Report                                                Page 1
Contents
Introduction ................................................................................................................................... 2
   Purpose of this Guide ............................................................................................................... 2
   The ACORD South African Short Term Insurance (ZA ST) Program..................................... 2
   Achievements ........................................................................................................................... 3
   Open Standards and Processes ............................................................................................. 4
   ACORD Advisory Services / Implementation Support ......................................................... 5
Program Key Activities & Work Streams..................................................................................... 6
   Program Initiatives..................................................................................................................... 6
Working Groups ............................................................................................................................ 7
   ▲ ZA ST Program WG ............................................................................................................... 7
   Program History & Achievements ........................................................................................... 9




Introduction

Purpose of this Guide
This guide provides regular quarterly updates to all standards participants and
interested parties regarding the current activities, issues and accomplishments in the
ACORD Australia General insurance Program Standards Program.

The ACORD South African Short Term Insurance (ZA ST) Program
The ACORD ZA ST Program was established in 2011 to provide insurance process,
messaging and data standards for the South African Short Term Insurance marketplace
(aka commercial property & casualty). The scope of the standards includes all short
term insurance products including personal lines (motor, property, liability, accident,
etc.) and commercial lines (motor, property, liability, accident, etc.). It focuses on the
entire insurance value chain from product design, quotation, sale, policy issuance, in-
force policy activity and through to benefit and claim management. It involves all
constituencies in the life insurance community including agents & brokers, distributors,
insurers, service providers, software providers, and regulators.

The Program manages one data standards; the ACORD Messaging Library (AML) South
African Standard V1.0.0 currently in draft stage. Other deliverables include a growing
library of Implementation Guides all available at www.acord.org.




ACORD Standards Program Activity Report                                                                                               Page 2
 ZA ST Program Manager – Alan Stitzer astitzer@acord.org
 ZA ST Steering Committee Chair – Michelle Lilley
 ZA ST Steering Committee Vice Chair – Arnold van der Linde
 ZA ST ASC Voting Member – Jan de Klerk
 ACORD Standards and Steering Committee Members 
 Public Program Information 
 Public Standards Site 
 Member Collaboration Site (Teams) 
 ACORD Governance Documents 


Achievements
By growing activity and participation to represent the majority of market participants in
the community have emerged as a robust standards program in its own right; with local
governance, development and deployment of standards and local implementation
support. These areas continue to grow and evolve to meet member needs.

Over the past year, ACORD has supported the work of several members in South Africa.
Over that period, activity and interest in standards implementation has increased to
today's heightened levels.

So what changed? The creation of a South African ACORD Standard.

"Brokers manage a lot of the information in South Africa and need to find ways to be
more efficient and meet regulatory requirements," stated Alan Stitzer of ACORD. "Last
year, the FIA joined ACORD to cooperatively determine how to share this information
with the insurer and in anticipation of new legislation and requirements. Now, the
movement towards standards is expanding as the need has grown to standardize
data."

The group kicked off weekly meetings at the end of January and they expect to have
their first deliverables available at the end of the 2nd quarter of 2011. "We have very
aggressive timelines for completion of the first deliverables, but our scope is well defined
and we're all ready to get started."

As with any new initiative, the insurers, vendors, and brokers involved are excited to get
started and move forward on this first initiative. At the same time, they are planning for
future stages and developments that include claims processing and bordereaux
messages.

In a short amount of time, major advancements have been made in the development
of ACORD Standards for the South African insurance industry.

"The ultimate goal this group has set for itself is to complete personal lines standards this
year," said Alan Stitzer, Program Manager, and ACORD. "The work being done in South
Africa will also be used by other ACORD members in other geographies. In particular,
the Australian Market is interested in the same areas and they are looking to this
development project to support their market's needs."

ACORD Standards Program Activity Report                                               Page 3
Open Standards and Processes
One of ACORD’s founding principles is to provide publicly available standards following
the highest principles for standards development insuring an open, accessible process
to update standards as well as provide standard deliverables on a perpetually royalty
free basis. All ACORD standards are copyrighted by ACORD and ACORD follows strict
antitrust policies. This is to protect participants and all those who use the standards
insuring no one can usurp ownership or manipulate or change the standards
communally developed. For more details on these policies please see the ACORD
Standards Program General Guidelines & Procedures and ACORD Antitrust /
Competition Law Policy (a.k.a. SOP’s) available on the ACORD website .

All Standards Development activities fall under what are referred to as “Standards
Development Organization” or “SDO” guidelines as detailed in the SOP’s referenced
above. ACORD’s SDO activities are managed by a “Standards Program”, or simply
“Program”. Each Program is responsible for standards development in a particular
domain consisting of a 1) common group of members (community), 2) distinct sets of
geographical/geopolitical/legal/regulatory rules, and/or 3) similar sets of products,
services and processes in the sale of insurance products. Each Program produces and
manages one or more sets of Standards to fulfill the common form and data needs of
their community.

A core responsibility of each program is to manage their standards including insuring all
change/enhancement requests (public and member) are addressed in a timely
manner, through a fair voting process, responding to an appeals that may arise, and
approving releases (including version issues, timing and content) – the Program Steering
Committee (DSC) is the final arbiter of what happens to the standards under their
purview. Another key responsibility is insuring working groups activities are well
organized and achieving the objectives of the group to the betterment of the entire
standards community.

The ACORD Steering Committee (ASC) provides governance across all standards;
approving new standards programs, approving chairs to each program, and approving
major work streams including working groups. Each chair from each Program are
members of the ASC, representing their community’s interest. The ASC is responsible for
ensuring an equitable, effective balance of resources across programs and continued
emphasis on reuse and leveraging of patterns and practices across all standards.

In addition to this Program there are five other Standards Programs supported by
ACORD. Each has its own activity report just like this. The full set of Programs includes:
    • AU GI Australian General Insurance Program
    • CS Common Services Program
    • L&A Life& Annuity Program
    • P&C Property & Casualty Program
    • RLC Reinsurance and London Market Program
    • ZA ST South Africa Short Term Insurance Program

ACORD Standards Program Activity Report                                               Page 4
ACORD Public Standards

   •   ACORD PCS XML Standard– PCS Program Manager James Bielak
   •   ACORD L&A XML Standard– LAH Program Manager Yolanda Austin
   •   ACORD L&A DTCC EDI Standard– LAH Program Manager Yolanda Austin
   •   ACORD RLC XML Standard– RLC Program Manager Mark Barwick
   •   ACORD Web Services Profile (AWSP)– CST Program Manager Kevin Schipani
   •   ACORD XML Naming and Design Rules (NDR)– CST Program Manager Kevin Schipani
   •   ACORD Document Repository Interface (DRI)– CST Program Manager Kevin Schipani
   •   ACORD Messaging Service SOAP Specifications (AMS)- CST PM Kevin Schipani
   •   ACORD Security Profiles CST Program Manager Kevin Schipani

In addition to the public resources above, ACORD provides members many additional
valuable resources. This includes

   •   Forms (all lines)
   •   PCS AL3 EDI Standard
   •   Framework

The ACORD Framework is a significant member-only resource which is an ACORD and
member developed resource and toolset providing a means for ACORD to produce its
ever growing library of standards and for members using it to leverage its five facets to
provide an enterprise insurance systems view. The five primary facets are a data
dictionary, capability model, information model, data model, and component model.
For more information contact Shane McCullough (smccullough@acord.org) or see the
ACORD website “Framework” tab.

ACORD Advisory Services / Implementation Support
Apart from and in support of all the excellent standards development work we do
(SDO) ACORD is expanding an array of services for members and non-members alike.
These are not part of the standards process and are thus able to be organized in any
manner beneficial to supporting implementation. Many are available to members as a
membership benefit while others have an additional cost. All are focused on assisting
the industry directly in innovative ways to leverage through use – a.k.a. implementation
- the standards available. For more information contact Lloyd Chumbley
(lchumbley@acord.org).




ACORD Standards Program Activity Report                                           Page 5
Program Key Activities & Work Streams
The South Africa Short Term Programs activities fall into two major categories; Program
Initiatives and Working Groups. Work in each of these areas is described below.

 March 25, 2001 - A note from your Program Chair, Arnold van der Linde

 As we move into an testing and implementation phase, we’re very excited about the seminars
 scheduled for July in Johannesburg and Cape Town. These one day sessions will be used to talk
 about not only the short term market and what has been done, but we also have sessions planned
 on life insurance, the ACORD Framework, and setting up an ACORD center of excellence in your
 company.


Program Initiatives
The ZA ST Program Steering Committee has set up several major initiatives independent
of day-to-day standards maintenance responsibilities and the working groups activities
(details following).

These include;
   • Publication of First Public South African Insurance Standard – the efforts of the
       past several years of initial development work has been fruitful with a final draft
       specification diligently being reviewed and tested. Expectation is we will publish
       the first open public version of the standards developed thus far this summer,
       and then continue maintaining and improving them going forward.

   •   Implementation Services Support – ACORD is increasing efforts to develop a
       wide range of innovative and effective tools, services and activities to
       encourage and support implementation of standards. The ZA ST Program, in the
       course of its responsibilities to manage the standards development process,
       wants to insure we do everything in our power to support this effort. This focused
       effort has begun with the recently launched ACORD 2020 Advisory Council.

   •   Communication – With so much going on at ACORD both within programs and
       globally across programs this effort will continue to improve the content as well
       as delivery of standards development information.




ACORD Standards Program Activity Report                                             Page 6
Working Groups
The driving force of standards maintenance is our working groups made up of industry
volunteers who spend valuable time understanding gaps & issues and developing the
optimum solutions for each within the standards.

      Get involved…it’s easy. Contact the facilitator for more information or
      simply join in any one of the recurring conversations to add your voice!

Working Group Status Indicator Definitions:

▲ Good – Group is meeting regularly, with representative attendance, has defined
  objectives it is achieving on schedule.
► Warning – Group is correcting its issues and expected to be Good next report.
▼ Critical – Group is lacking in attendance, defined objectives or progress
◄ On Hold – Future direction is being determined



The current groups are listed below in alphabetic order.

▲ ZA ST Program WG
Chair: Elmarie Joone, Santam
       Contact chairs: pcs-southafrica-chair@teams.acord.org

Facilitator: Alan Stitzer astitzer@acord.org
                          US +1 845 535 - 6410
                         AU +61 1800 253 601 x6410
                         ZA +27 0800 983 876 x6410



 April 26, 2011 - A note from your Working Group Chair, Elmarie Joone

 Now that we have completed work on personal and commercial lines and final validation will
 take place at our May face to face meetings, we’re excited about starting the work on claims.




 Latest Status (updated April 25, 2011)

 Work continues on the specification update from all the changes made during the face to face
 meeting in January. Code lists values have been forwarded to ACORD from the member
 companies and those values are also being added to the latest version of the specification.




ACORD Standards Program Activity Report                                                Page 7
This is the primary working group for the program. All day-to-day maintenance requests
and standard development work is done by this group. All participants in the ZA ST
Program are encouraged to participate. It meets weekly at 3:00 PM South Africa time
for 90 minutes.

The current focus of the group is claims.

We have begun to collect the business and data requirements for Claims Status.

The working group meetings for this month have mainly focused on that. ACORD is
making changes to the AML messaging structure and this will be presented to the
group for validation.

The main change is a simplification of the referencing. We’ve heard that the structure
is a bit too complex, and cumbersome, so we are adjusting to meet the
implementation issues.

Loss/Claims history. This is needed for the policy messages, so it makes sense that it
comes next.

Benefits of Participation
Participation in this working group gets you a voice and a vote in the data required for
a standard way to do both policy placement, but also claims business transactions one
way.


Schedule & Milestones


During the spring 2011 cycle the group shall
• Complete Loss/Claims History
Deliverables:
• Candidate Recommendation for Policy Placement (all lines of business) and Policy
   Synchronization message.




ACORD Standards Program Activity Report                                             Page 8
Program History & Achievements


2010

Completed initial draft of all lines of business both commercial and personal. These
lines are Watercraft, Personal Motor, Personal Property, Personal Accident, Personal
Liability, Commercial Motor, Commercial Property (including things such as Business
Interruption, Crime, Fire, Building, Contents, etc.)

2011

Completed validation of all commercial and personal lines messages, as well as the
Policy Synchronization message required by the Financial Services Bureau (FSB).




ACORD Standards Program Activity Report                                          Page 9

				
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