DDM/DCOM CTi Integration (As-is/To-be) Process Maps
Contents Page
The process maps within this document aim to illustrate the current contract and bordereaux data submission processes within DDM(as-is), and to show the high-level to-be processes after the DDM - DCOM integration goes live.

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New Contract

RenewalEndorsement

New Contract

RenewalEndorsement

Key
Container: Used todifferentiate between
1. Contract process and2. Bordereaux process

Process Box: Manual steps

Process Box: Automated by

DDM – DCOM integration

B

Text: A process box with text
emboldened, indicates aprocess related to a specificscreen or tab within DDM e.g.
Coverholders*

Text: A process box with text
marked with an asterisk. Thissignifies that this Renew
process can mean ‘update*’or ‘ratify*’ for OPTION 1.
However, this will mean‘create from new’ for
OPTION 2.

New Contract (As-is)
Contract Administrator

START

Bordereaux Technician

Create a
New Contract in DDM(contract foldercreated)

Complete
Main Contract Details

Is this a Lineslip or aBinder?
Lineslip

BinderCoverholder tab
unavailable/hidden

Complete
Coverholder tab

Create the Sections of thecontract, adding theassociated market and risk
code information, claims
authorities and location
restrictions that apply toeach section

Create Reporting Channels
and assign Activity Roles
across the contract
including Bordereauxfrequency

Capture contractual Rules,
including general/bespokerules, location restrictions
and Aggregate Limits

Update the status of thecontract from Draft toSigned

DeleteDDM

Re-submit

Re-submit orDelete bordereau?

Correction
requiredDrag-and-drop thebordereau file in theSubmission stage.
This will involve
selecting UMR,
bordereau type,
reporting channel &bordereau period

Translate thebordereau format tostandard DDM data
fields by completinga Bordereau
Questionnaire
Validation &Enrichment. Resolve
data quality issues
raised by DDM basedon standard data
quality checks. The
user can retrieve
data from thecontract at this point.

Review. Is this bordereau
successfully validated?

No correction
requiredDefine rules by which
records are assigned
to Section and Risk
Codes in Assignment.
If there is only one
Section or Risk Codeagainst the Contract,then this process is
not completed, asthe records will
simply be assigned tothe only available
Section or Risk Code.

The user can review
the Bordereau,
before deciding
whether to approveor reject theBordereau.
The final Approval of
the Bordereau, thenmakes the data
available to other
Contract participants.

Data is fed into
Data Warehouse

END

Contract – Renewal (As-is)
Contract Administrator

Bordereaux Technician

START

OPTION 1
Main Contract Details.
Create Renewal Contract inContract Folder. Selecting
this option will create a copyof the Contract, which
incepts the day following
the expiry of the existing
Contract (permitted it has asigned status)

DDM

The renewal contract will
now be presented onscreen. Most details fromthe previous contract will becopied across into therenewal contract. The
renewal contract will inherita status of Draft

OPTION 2
Main Contract Details.
Create Blank Contract inContract Folder
This option can be selectedfrom within any of thecontracts that are in theexisting contract folder thathave a Draft orSigned status. Selecting thisoption will launch the Edit
Contract Details.

Complete
Main Contract Details

Populate UMR as theUnique Reference in theMain Contract Details tab isnot copied and will be blank.
In addition, Signed Line in
the Insurer tab is not copied(the Written and EstimatedSigned Lines are copied)

Changes tocontract?

Yes

Update*Contract / Sections.
Sections are to be
selected based on
their linkage to theprevious Contract
Sections

No

Ratify* Reporting
Channels and Activity
Roles across thecontract.

Ratify*Rules & Aggregate
LimitsNo

Update the status of
the contract from
Draft to Signed
Please refer to‘2. Bordereaux
Process’ in New
ContractENDEndorsement (As-is)
Contract Administrator

Bordereaux TechnicianSTART

Edit the Main Contract Details
screenIs this a Contractualchange?

No

Yes

Updates made to a contractthat do not trigger theendorsement process will still
be recorded in the Versions
screen. This includes: Rules,
Reporting Channels orAggregate Limits

Are there one or manychanges?

OneManyNo

Is this an admin error?

DDM

Yes

User needs to populate:- Effective Date of theEndorsement- Notes and upload files (ifapplicable)

Changes will appear as aChange Type of Setting but
these will not generate a newversion number for thecontract.

Contract remains Signed
The contract will now inherit astatus of Draft Endorsement.

Is this a Cancellation?

Cancellation

Clicking the Signed status
button on the contract screen
will launch the Cancel Contract
dialogue box

NoChange
DDM Status from Draft
Endorsement back to Signed

Please refer to‘2. Bordereaux
Process’ in NewContract

New Contract (After DDM – DCOM integration)
Broker/MA

API to Contract Administrator

Bordereaux Technician
Colour key:

APIDCOMSTARTManual steps

Register Contract.
A contract with status
Registered is considered
Active when the inception
date is reached andremains active until theexpiry dateAPI
Data pull (hourly)

Create a
New Contract in DDM(contract foldercreated). Binders
only.

Populate
Main Contract Details
Binder

DDM

Populate
Coverholder tab

Populate the Sections ofthe contract, adding theassociated market and risk
code information, claims
authorities and location
restrictions that apply toeach section

Confirm contract details
are correct (use DDM
Contract Admin Checklist)

Create Reporting Channels
and assign Activity Roles
across the contract
including Bordereauxfrequency

Capture contractual Rules,
including general/bespokerules and Aggregate Limits

Update the status of thecontract from Draft toSigned

Please refer to‘2. Bordereaux
Process’ in NewContract

END

Automated by
DDM – DCOM
integration

Renewal (After DDM – DCOM integration)
Broker/MA

API to Contract Administrator

Bordereaux Technician
Colour key:

APIDCOM

START

Automated by
DDM – DCOM
integration

Manual steps

Register Contract Renewal.
A contract with status
Registered is considered
Active when the inception
date is reached andremains active until theexpiry date

API
Data pull (hourly)

Identify Contract
folder for renewal

Create Contract Renewal
under the existing folder this follows the sameprocess for New Contract
and will be automatically
populated

DDM

Confirm renewal contract
details are correct (use
DDM Contract AdminChecklist)

Extend existing or create
new Reporting Channels
and Activity Roles acrossthe contracts

Copy / amend Bespoke
Rules & Aggregates

Update the status of thecontract from Draft toSigned

Please refer to‘2. Bordereaux
Process’ in NewContract

END

Endorsement (After DDM – DCOM integration – NO CHANGE)
Broker/MA

API to Contract Administrator

Bordereaux TechnicianDCOMSTARTAPI

Register Contract
Endorsement

N.B. There is no API data pullfor endorsements –endorsements must beprocessed manually by theDDM Contract Administrator.

Edit the Main Contract Details
screenIs this a Contractualchange?

No

Yes

Updates made to a contractthat do not trigger theendorsement process will still
be recorded in the Versions
screen. This includes: Rules,
Reporting Channels orAggregate Limits

Are there one or manychanges?

OneManyNo

Is this an admin error?

DDM

Yes

User needs to populate:- Effective Date of theEndorsement?
- Notes and upload files (ifapplicable)

Changes will appear as aChange Type of Setting but
these will not generate a newversion number for thecontract.

Contract remains Signed
The contract will now inherit astatus of Draft Endorsement.

Is this a Cancellation?

Cancellation

Clicking the Signed status
button on the contract screen
will launch the Cancel Contract
dialogue box

NoChange
DDM Status from Draft
Endorsement back to Signed

Please refer to‘2. Bordereaux
Process’ in NewContract

Main Contract Details (As-is manual process)Once the contract folder has been created, the user will need to complete the Main Contract Details.
These fields include:• Unique Reference (UMR): Enter the unique market reference number for the contract.
• Contract Currency: Select a currency from the drop-down list provided. A primary currency is required for each contract in DDM, but a currency can also be
selected for each section in the contract.
• Contract Settlement Currency: Select a currency from the drop-down list provided.
• Company Reference: Enter your internal company reference number. This will only be visible to individuals associated to your company division.
• Contract Order: This is the percentage of risks written that are allocated to the contract. If this varies by risk, this can be adjusted accordingly through the Risk
Order % field on the questionnaire being used to process the bordereau. Financial fields will be adjusted by the Risk Order % where financials presented in thebordereau are 100% of the Contract Order captured on the contract.
• Contract Status: This will default to Draft in the first instance, but will need to be updated to Signed before bordereaux can submitted and processed against
the contract.
• Broker: Select the broker that is responsible for the contract - use the drop-down list provided to perform a search for a broker. A Broker Contact can also beselected where applicable.
• Inception Date: Select the inception date of the contract using the date calendar provided.
• Expiry Date: Select the expiry date of the contract.
• Regulatory Client Classification: Select a classification from the drop-down list provided – Commercial Customer, Consumer, Consumer Exempt, GroupRisks, Large Risk, Reinsurance.
• Line of Business: Select the primary line of business of the contract from the official list of Lloyd’s lines of business available.

DDM Contract Admin Checklist (after integration)
Once the contract has been automatically created in DDM, the Contract Admin should perform the following checks before moving the contract from “Draft”
status to “Signed” status:
1. Check all Coverholders are on the contract (if all Coverholders on the contract in DCOM are not from the same organisation, they will not be added in DDM).
2. For each section, if Brokerage was provided as an amount rather than a percentage in DCOM, then set up Brokerage percentage.
3. Add Additional Deductions (default value is 0).
4. Check Class of Business on each section is correct (the first Generic Class of Business is taken from each section in DCOM).
5. Multi-section / multi-currency binder - update section currency where it is different to contract currency.
6. Confirm Maximum Limit of Liability is correct.
7. Add Settlement Due Days.
8. If an insurer is present on a section more than once, either set up the Consortium in DDM, or add the market share together. If the Consortium is not alreadyavailable in the DDM reference data, it will be need to be added via DDM Service Now request.
9. If "Other" was selected for a Non-Lloyd's insurer (NLI) in DCOM, the NLI will need to be added via DDM Service Now request and then added manually to thecontract.
10. Check Claims Authority is correct and set up currency and limit for DCAs.
11. Check Section General Rules fields and add Days Policy Issued Post Inception.
12. Confirm Section Order is correct for each section (as this value is provided once at contract level in DCOM and may vary per section).
13. Add / extend Reporting Channels.
14. Create / extend / amend Bespoke Rules and Aggregate Limits.