Diamond Administration is where many administrative functions take place. It contains many things that need to be done during and after an implementation of the Diamond System. It also has various utilities that perform different functions within the Diamond System. In many instances, use of these functions is company specific and will require some pre-planning prior to their use.
The Diamond Administration screen contains a Tree View on the left side of the screen. Selecting the diamond opposite each process presents the selected application. If a diamond contains a plus (+) sign, this means you can expand the tree for more options.
Applications contained in Diamond Administration include:
Batch Endorsements: This process is used for batch endorsing all policies that have been issued with 'Pending" rates so that approved rates can be applied. (For Workers Compensation policies only.)
Billing - This has five (5) components. Create Payroll Deduction Files: This function creates the statements / export files for employers that use the Payroll Deduction Policies functionality. Credit Card - Purge One Time Payment Information - This process is used to remove any stored credit card information having one time payments. Passing in a date will delete all records out of Credit Card Data, Name and Address corresponding to one time payments, through the given date. EFT: There are two (2) functions which include: Generate File - Generates the file that will be sent to their financial institution, and Process Returns - Generates the file that will be returned, or imported, from their financial institution. Import File - Allows a user to import a payment file (not lock box) from a 3rd Party Payment Processor. Upon import of the file, payments are then applied to policies. Retail Lockbox: Used to import lock box data from your company's financial institution for payment purposes via the Accounting button in Diamond.
Change Policy First Written Date: Used when the entry in the Date Written field for a new policy is incorrect.
Choice Point - Two (2) functions include: Choice Point NCF Batch - This is a process that runs a company specific stored procedure that identifies policies needing credit scores, and Process Received Batch - Currently under construction.
Claims - Users can add, edit / delete the following: claim appraisers, catastrophes, litigation firms, police / fire departments, claim personnel, repair shops, claim payees, claim payee phrases and claim payee change reasons. Additionally, Create CLUE Report: Automatically generates information in a standardized format for the purpose of notifying C.L.U.E. (Casualty Loss Underwriting Exchange) of a loss occurrence. Medicare Functionality: There are four (4) functions used to gather and process Medicare Information. These include: Create Medicare Query File, Create Medicare Claim File, Process Medicare Query Response File and Process Claim File Response.
Claims - Import Transactions This function provides users with the ability to manually import claim transactions from an Excel ® spreadsheet. Once imported, the transactions are attached. to the claim.
Claims - Medical Facility Maintenance - This is used to add and maintain medical facilities used in the Claims System. Medical Provider Maintenance - This is used to add and maintain medical providers used in the Claims System.
Claims - Process Subro Notes - This function is used to create subrogation notes based on flat files sent from a 3rd party subrogation vendor.
Create Non-Renewals: This function is optional and company specific, depending on a state's guidelines for the "Non-Renewal" processing of policies. If an agency has a non-renewed date marked for a line of business (Diamond Administration: Agency Setup / Edit Line of Business), this process sets a flag on those policies for "non-renew."
DMV - Resubmit to DMV - With this process, the user will be able to set specific policy images to be resubmitted to the DMV.
Download: Used to generate an XML file containing all transactions that can be sent to IVANS. Once processing is complete, IVANS then returns the information to agents.
Error Log Utility: Allows users to review and / or print any errors generated by processes performed in Diamond.
Experience Modification: (For Workers Compensation Policies.) Experience rating is a method used for adjusting premium rates to show an individual employer's claims history. It is used to determine whether or not a discount or surcharge is applied depending on a good or poor claims record. There are two (2) processes in Diamond Processes, Import NCCI Modification Factors and Apply NCCI Modification Factors, that are used for this function.
Fraud Prevention: Restricted Entity List Management - Allows users to manually add individuals or entities to an "uninsurable" list.
Hurricane Blackout - Used to establish hurricane blackout periods by state / line of business and effective and expiration dates.
Import FR Filing From State - Used to import a file that contains the status of each SR22 that was submitted to the state. Those statuses include: Accepted, Rejected and Errored.
Mobile Home Parks - Allows you to add, edit and delete mobile home parks that can be used for rating in Policy Processing.
People Soft: Using the Third Party accounting interface, People Soft, this process is used for exporting / importing Accounts Payable and General Ledger information in a flat file format for processing.
Process Specific Date ABTs: (Agency Book Transfers): Allows for processing ABT policies through a specific date.
Process Unprocessed Printing: Used with the Base Print Solution Process. It allows a user to process any unprocessed print process records. Basically, it determines if there are any unprocessed records and then generates the print XML and print form XML for each record it finds.
Purge Process: Used to purge quotes or policies manually through a specified date.
Recalc Written Premium: Use to recalculate written premium by specific policy id number.
Sales Center: Import Contacts: This function is used to import files containing "prospects" (prospective clients) for Marketing purposes. It is used in conjunction with the Sales Center Module. Purge Contents - Using a specified date, this is used to remove clients, prospects, unacceptable prospects or prospects with quotes.
Undeny Policy - This is a process that will allow a policy that has been denied to be "Undenied" and placed back into a "Pending" status.
Upload: This process allows users to upload AL3 XMLs into Diamond.
VIN Data (ISO Data): Similar to the Make / Model Lookup used in Diamond: Personal Auto; allows user to edit the ISO model description.
XSL: Uses import company XSL maps into the databases so that a company can update their own XSL maps for printing.
Note: Each user who accesses Diamond Administration must have authority.
To access the Diamond Administration Tree View:
Open Diamond from your desktop.
Right click the Diamond Agent caution sign in the bottom right corner.
When a pop up menu displays, click Administration.