IC-FEDS WEBSITE SCREENS
SCREENS SECTION
This section shows the screens that were designed corresponding to the various Insurance Commission processes that were selected for Proof-of-Concept development. Note that the website will have screens for Insurance Commission examiners, and screens for the users from regulated entities (companies). This document presents both types of screens together, organized by IC Division, for greater ease of understanding.
The screens presented here are updated from the preliminary designs that are included in the System Design Specification document.The updates are based on the comments of IC staff who reviewed the site during user-acceptance testing. A compilation of these comments can be found in the Comments Section of this document.
FINANCIAL EXAMINATIONS GROUP
- Brokers Division -----------------------------------------
[Company’s view] This is the Submissions Dashboard for
companies under Brokers Division.
[Examiner’s view] This is the dashboard for examiners of
Brokers Division.
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Annual Submission and Examination of Financial Condition/Standing
[Company’s view] This is the screen where the company must upload the checklist of files needed.
[Examiner’s view] This is the Submitted Annual Reports page. The year, together with the number of companies that submitted an Annual Report, are listed on this screen. Upon clicking the year, the user will see the list of companies that submitted that year.
[Examiner’s view] This is the list of companies that submitted Annual Report for the year 2017. The name of Company, Total Assets, Total Liabilities, Total Equity, Net Worth and Remarks are already flashed on the screen. When the user click the company name, the user will see the Working Balance sheet of the company.
[Examiner’s view] This is the Working balance sheet. When
the user click the accounts (summaries), the details will be
shown.
[Examiner’s view] This is the details of the summary. For
this example, this is the Schedule of Cash and Cash Equivalents.
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Quarterly Submission and Monitoring of Client’s Money Compliance
[Company’s view] The first screen for the Statement of Business Operation (SBO) Form is the Company Profile which will come straight from the Licensing’s records. All forms for this process is separated using tabs. Once the user click a tab, he/she will be redirected to the form indicated at the top of the tab.
[Company’s view] This is the Receivable from insured tab.
[Company’s view] This is the Clients’ Money Account tab.
[Company’s view] This is the Payable from Insurance Companies tab.
[Examiner’s view] This screen lists all the companies that
submitted SBO. Once the examiner click the name of the company, the
screen will show the submission details of the company.
[Examiner’s view] Like the company’s view, each section is
separated using tabs. This screen is the Company profile tab.
[Examiner’s view] This is the receivable from insured
tab.
[Examiner’s view] This is the Clients’ Money Account
tab.
[Examiner’s view] This is the Payable to Insurance Company
tab.
[Examiner’s view] Lastly, this is the Summary tab. The
examiner can already view the details here - total Receivable from
insured (A), total Clients’ Money (B) , the sum of Receivable and
Clients’ Money (A+B), the total Payable to insurance company (C), the
difference between the sum of Receivable and Clients’ Money, and Payable
to insurance company (A+B-C). Finally, the examiner can put any remarks,
or comments, he/she needs to write.
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- HMO Division -------------------------------------
[Company View] Below is the the company dashboard. Shown are the processes accessible by companies.
[Examiner View] Below is the examiner dashboard. Shown are the submissions made by companies.
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Annual Submission and Examination of Financial Statements
[Company View] Below is where companies can upload their files for the annual submission.
[Company View] Below are the forms for companies to fill out which are tabbed as SFP and SCI for annual submissions.
[Examiner View] Below is the submissions by companies for annual reports.
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Quarterly Submission and Examination of Interim Financial Statements
[Company View] Below is where companies can upload their files
for quarterly submission
[Company View] Below are the forms for companies to fill out which are tabbed as SFP and SCI for quarterly submissions.
[Examiner View] Below are the quarterly submissions by companies summarized and individual company view, respectively.
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Life/ MBA/ Trust Division --------------------------------------------------
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Annual Submission and Examination of Financial Standing of Life Companies with Separate Presentation for Composite Insurance Companies
Company View
This page will appear upon logging in a company account. The page consist of a sidebar on the left side, a navigation bar above with the insurance commission logo and a specified label, if any. On the middle, it has the dashboard which has the announcements/updates regarding submissions of documents. There's also the cards which are consisting of all the submissions needed by the companies. Each card consist of the Document submission header, current quarter of submission, its deadline and status of the company on submission. Beside the document submission header is a question icon which pops up a modal when clicked that consist of requirements, guidelines and circular letters for that specific submission.
Upon clicking the Annual Submission card or the Annual Statement from the sidebar, it will redirect to this page. Here, the company can upload the required documents based on the checklist provided by the insurance commission. Each file submission has specific file type allowed. Once the required documents are passed, It will be checked. The submit button is blocked out until all required documents are uploaded. The company can also save as draft to continue uploading later.
Upon clicking View History on the sidebar, the user is given an option to which division submission it wants to view. In this specific web screen, It can choose to view all its submissions to Life division. The main page has tables which are divided based on the deadlines of each processes. Each tables can be sorted and filtered to be able to track if they have submitted the documents.
Examiner View
This page will appear upon logging in an examiner account of insurance commission. The page consist of a sidebar on the left side, a navigation bar above with the insurance commission logo and a specified label, if any. On the middle, it has the dashboard which has the cards which are consisting of all the submissions needed to be done by the companies. Each card consist of the Document submission header, current quarter of submission and its deadline. Beside the document submission header is a question icon which pops up a modal when clicked that consist of requirements, guidelines and circular letters for that specific submission. Below the page is a table of certificate requests. The examiner can view incoming requests for certification of companies through a table. The examiner can then take action on each request by viewing it.
Upon clicking the Annual Submission card or the Annual Statement from the sidebar, the examiner will be redirected to the page with company list. The table with company list shows important informations needed immediately for viewing. An examiner can also take action of viewing the company submission in a much detailed form.
Upon clicking the view button, the examiner will be directed to the page where you can change the status of the submission, download the submitted checklist, and company files.
Note: Upon clicking the view icon the computation for net worth will be shown
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Annual Submission and Examination of Mutual Benefit Association (MBA)
Company View
This page will appear upon logging in a company account. The page consist of a sidebar on the left side, a navigation bar above with the insurance commission logo and a specified label, if any. On the middle, it has the dashboard which has the announcements/updates regarding submissions of documents. There's also the cards which are consisting of all the submissions needed by the companies. Each card consist of the Document submission header, current quarter of submission, its deadline and status of the company on submission. Beside the document submission header is a question icon which pops up a modal when clicked that consist of requirements, guidelines and circular letters for that specific submission.
Upon clicking the Annual Submission card or the Annual Statement from the sidebar, it will redirect to this page. Here, the company can upload the required documents based on the checklist provided by the insurance commission. Each file submission has specific file type allowed. Once the required documents are passed, It will be checked. The submit button is blocked out until all required documents are uploaded. The company can also save as draft to continue uploading later.
Upon clicking View History on the sidebar, the user is given an option to which division submission it wants to view. In this specific web screen, It can choose to view all its submissions to MBA section. The main page has tables which are divided based on the deadlines of each processes. Each tables can be sorted and filtered to be able to track if they have submitted the documents.
Examiner View
This page will appear upon logging in an examiner account of
insurance commission. The page consist of a sidebar on the left side, a
navigation bar above with the insurance commission logo and a specified
label, if any. On the middle, it has the dashboard which has the cards
which are consisting of all the submissions needed to be done by the
companies. Each card consist of the Document submission header, current
quarter of submission and its deadline. Beside the document submission
header is a question icon which pops up a modal when clicked that
consist of requirements, guidelines and circular letters for that
specific submission. Below the page is a table of certificate requests.
The examiner can view incoming requests for certification of companies
through a table. The examiner can then take action on each request by
viewing it.
Upon clicking the MBA Annual Submission card or the MBA Annual Statement from the sidebar, the examiner will be redirected to the page with company list. The table with company list shows important informations needed immediately for viewing. An examiner can also take action of viewing the company submission in a much detailed form.
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Quarterly Submission and Examination of FRF, RBC2, and Actuarial Valuation Report
Company View
This page will appear upon logging in a company account. The page consist of a sidebar on the left side, a navigation bar above with the insurance commission logo and a specified label, if any. On the middle, it has the dashboard which has the announcements/updates regarding submissions of documents. There's also the cards which are consisting of all the submissions needed by the companies. Each card consist of the Document submission header, current quarter of submission, its deadline and status of the company on submission. Beside the document submission header is a question icon which pops up a modal when clicked that consist of requirements, guidelines and circular letters for that specific submission.
Upon clicking the Quarterly Submission on the sidebar or the button on the Quarterly Submission card, it will redirect to this page. This page lists down further processes on quarterly submission. From each quarterly document submission, the user has the option to upload file or input forms.
Upon clicking inputs forms from the quarterly submissions page for FRF, it will redirect to this page. The company can input their account here just like what they would in an excel sheet.
Upon clicking upload file from the quarterly submissions page for FRF, it will redirect to this page. The user can upload the specified template for the FRF submission. It shall follow the naming convention as well as the file type specified (excel) to be able to upload.
Upon clicking upload file from the quarterly submissions page for RBC2, it will redirect to this page. The user can upload the specified template for the RBC2 submission. It shall follow the naming convention as well as the file type specified (excel) to be able to upload.
Upon clicking upload file from the quarterly submissions page for AVR, it will redirect to this page. The user can upload the specified template for the AVR submission. It shall follow the naming convention as well as the file type specified (excel) to be able to upload.
Upon clicking View History on the sidebar, the user is given an option to which division submission it wants to view. In this specific web screen, It can choose to view all its submissions to Life division. The main page has tables which are divided based on the deadlines of each processes. Each tables can be sorted and filtered to be able to track if they have submitted the documents.
Examiner View
This page will appear upon logging in an examiner account of insurance commission. The page consist of a sidebar on the left side, a navigation bar above with the insurance commission logo and a specified label, if any. On the middle, it has the dashboard which has the cards which are consisting of all the submissions needed to be done by the companies. Each card consist of the Document submission header, current quarter of submission and its deadline. Beside the document submission header is a question icon which pops up a modal when clicked that consist of requirements, guidelines and circular letters for that specific submission. Below the page is a table of certificate requests. The examiner can view incoming requests for certification of companies through a table. The examiner can then take action on each request by viewing it.
Upon clicking the Quarterly Submission button from the card or the Quarterly Submission from the sidebar, the examiner will be redirected to this page. This page lists down further processes on quarterly submission. From each quarterly document submission, the examiner has the option to view company submissions by clicking View submissions.
Upon clicking the View Submissions from the FRF Submissions card on Quarterly Submissions page, the examiner will be redirected to the page with company list. The table with company list shows important informations needed immediately for viewing. An examiner can also take action of viewing the company submission in a much detailed form.
Upon clicking the View Submissions from the RBC Submissions card on Quarterly Submissions page, the examiner will be redirected to the page with company list. The table with company list shows important informations needed immediately for viewing. An examiner can also take action of viewing the company submission in a much detailed form.
Upon clicking the view button, it will redirect to this page where you can change the status, download submitted checklist, and company files.
Note: Show the computation for RBC
Upon clicking the View Submissions from the AVR Submissions card on Quarterly Submissions page, the examiner will be redirected to the page with company list. The table with company list shows important informations needed immediately for viewing. An examiner can also take action of viewing the company submission in a much detailed form.
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Non-Life Division ------------------------------------------
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Annual Submission and Examination of Financial Standing of Non-Life Companies
[Company Side]
Upon logging in, the designated staff will be seeing this screen, the Dashboard. There are three cards on the screen, each card represents 1 process under the Division. The first card is for the annual statement submission. The second one is for the quarterly submission and the last one is for the certification request under the Division. On the first card, once the ‘submissions’ button is clicked, the user will be redirected to the Input forms shown in the next picture.
[Company Side]
This is the checklist for the annual submission. Each checklist should have an attachment to be considered or to have a check mark in the allotted box. Unfinished uploads could be continued if ‘save as draft’ button is clicked. In order to view all the records, the user must click the ‘View Output’ link which can be seen on the left side of the screen. Once all of the requirements is uploaded, press the ‘submit’ button.
Once done with all of the processes, the user can log out by clicking the dropdown on the upper right corner of the page. Now, the following screens are for the Non-Life staff (examiner).
[Examiner Side]
Upon logging in, the designated staff will be seeing this screen, the Dashboard. There are two cards on the screen, each card represents submissions. The first card is for the annual statement submission. The second one is for the quarterly submissions. The list of certification request is already displayed and can be sorted by company, the name of the request and the date it was submitted. On the first card, once the ‘view submissions’ button is clicked, the user will be redirected to the Input forms shown in the next picture.
[Examiner Side]
This screen displays the submitted annual reports per year, the total number of companies under the division and the number of companies who submitted. Once the year is clicked, it will redirect to this page.
[Examiner Side]
This page shows information about the submissions of a company. There’s a ‘view’ action that once clicked, it will redirect to this page that lets the examiner download the submission checklist as well as update the status.
[Examiner Side]
There a link below the company name that says ‘view working balance sheet’. Once clicked, it will redirect to this page.
[Examiner Side]
This page shows the entire balance sheet that is plotted in the excel template. It can be exported to excel as well as update it by uploading the updated wbs excel file. Once uploaded, it will be parsed by the system and will automatically display the updated version.
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Quarterly Submission and Examination of FRF, RBC2, and Actuarial Valuation Report
[Company Side]
On the second card, once the ‘submissions’ button is clicked, the user will be redirected to this page. There are three cards inside the quarterly submissions. The frf submission, rbc2 submission, and avr submission. Once the ‘upload files’ in the first card is clicked, it will redirect to a page shown in the next picture.
[Company Side]
This page is where the user will upload the frf submission. It is important to follow the file format for the accurate parsing of data. Once the ‘Input form’ button is clicked in the previous page, the user will be redirected to the Input forms shown in the next picture.
[Company Side]
This page shows the sample template for the statement of financial position as well as the statement of comprehensive income that has been plotted in the original excel templates.
[Company Side]
Going back to the cards inside the process number 2, once the ‘upload files’ in the second card is clicked, it will redirect to this page that lets the user upload the desired document with the right file format.
[Company Side]
Once the ‘upload files’ in the last card under the 2nd process is clicked, it will redirect to this page which will also let the user upload the desired document with the right file format as well.
Once done with all of the processes, the user can log out by clicking the dropdown on the upper right corner of the page. Now, the following screens are for the Non-Life staff (examiner).
[Examiner Side]
On the second card, once the ‘submissions’ button is clicked, the user will be redirected to this page. There are three cards inside the quarterly submissions. The frf submission, rbc2 submission, and avr submission. Once the ‘view submissions’ in the first card is clicked, it will redirect to a page shown in the next picture.
[Examiner Side]
This page shows the submissions and some information per company. Once the ‘view’ action is clicked, it redirects to the next page shown below.
[Examiner Side]
This page lets the examiner download the submission checklist as well as update the status.
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Issuance of Certification on Financial Condition of Insurance Companies
[Company Side]
Once the ‘submissions’ in the last card is clicked, it will redirect to this page which is a set of checklist of certifications that could be requested. If the desired certification is not included in the checklist, the user could add the name if ‘add’ button is clicked. For additional notes or information, it could be stated in the space below titled ‘Reason for request’.
[Company Side]
Below the options in the left side of the page are the history area. In this page, all of the submissions are recorded and categorized by year, document (description/title), deadline, date submitted, status and penalty. In the annual submission, once the document title is clicked, it will show a page of the document preview.
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- Pre-Need Division ------------------------------------------
[Company’s view] This is the Company’s dashboard; each card representing each Division’s process.
[Examiner’s view] This is the examiner’s dashboard. The ‘submissions’ button will lead the examiner to the submissions page of each process.
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Annual Submission and Examination of Pre-Need Companies
[Company’s view] This is the uploading page for the requirements checklist of Annual Statement as well as the Annual Statement itself.
[Examiner’s view] In this screen, the examiner can view the list of companies that submitted Annual Statement.
[Examiner’s view] This is the submission details of the Company, which can be seen by the examiners.
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Quarterly Submission and Monitoring of Interim Financial Statements
[Company’s view] This is the balance sheet form for the
Interim Financial Statement Submission.
[Company’s view] This is the income statement form for the Interim Financial Statement Submission.
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Monthly Submission and Monitoring of Sales Reports, Collection Reports and Deposit to Trust Fund Reports
[Company’s view] This screen is for the forms for Sales
Report - Schedule of Plans/Contract Sold and Summary of Plans/Contracts
Sold - to be filled-out by the Company.
[Examiner’s view] This is the Summary of Plans/Contracts
Sold.
[Company’s view] This is the screen for all the forms of
Collection Report - Schedule of Collection, Planholder’s Outstanding
Balance, and Trust fund Requirement.
[Examiner’s view] This is the summary of Collection Report for the Month.
[Company’s view] This is the form for the Deposit to Trust
Fund Report.
[Examiner’s view] This is the summary for the Deposit to
Trust Fund.
TECHNICAL SERVICES GROUP
- Statistics and Research Division ---------------------------------------------------------
[Company View] Below is the screen for the dashboard which includes Statistic’s processes.
[Examiner View] Below is the screen for the dashboard which includes Statistics’s companies’s submissions.
[Examiner View] For Processes A through E, Statistics Division will use the Annual and Quarterly Financial Statements from the Financial Examination Group
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Preparation of Annual Data - Annual Report (selected sample tables)
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Preparation of Annual Data - Key Data
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Preparation of Annual Data - ASEAN Report
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Preparation of Annual Data - Ranking
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Preparation of Annual Data - Assets Information Management Report (AIMP)
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Quarterly Submission of Compliance to Various Reportorial Requirements - Life, Non-Life, MBA
[Company View] Shown below is the screen for uploading submissions for companies.
[Life]
[Non Life]
[MBA]
[Examiner View] Shown below is the screen for viewing companies’ submissions.
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Report on Compulsory Insurance Coverage for Agency-Hired Migrant Workers
[Company View] Shown below is the screen for uploading submissions for companies.
[Examiner View] Shown below is the screen for viewing companies’ submissions.
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- Rating Division ----------------------------------------
[Company View] Below is the screen for the dashboard which includes Rating’s processes.
[Examiner View] Below is the screen for the dashboard which includes Rating’s companies’s submissions.
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Approval of Premium Rates on Fire/ Motor Car Insurance and Surety
[Company View] Shown below is the screen for uploading submissions for companies.
[Examiner View] Shown below is the screen for viewing companies’ submissions.
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Submission and Monitoring of Data from Compulsory Third Party Liability (CTPL)
[Company View] Shown below is where companies can upload their files.
[Examiner View] Shown below is where examiners can view a list of submissions made by companies.
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Submission and Monitoring of Data from Passenger Personal Accident Insurance (PPAI)
[Company View] Shown below is the dashboard for PPAI’s subprocesses.
[Company View] Shown below is where companies can submit upload their files.
[Company View] Shown below is where companies can fill out forms that are tabbed as “Total Benefits Paid” and “Total Premium Paid.”
[Company View] Shown below is where companies can upload supporting documents for PPAI.
[Examiner View] Shown below is where examiners can view submissions of companies for PPAI.
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Off-site Examination of Non-Life Insurance Companies
[Company View] Shown below is the dashboard for Off-site’s subprocesses.
[Examiner View] Shown below is the dashboard for offsite’s subprocesses’ submissions.
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Motor Car Total Loss
[Company View] Shown below is where companies can upload their submissions.
[Company View] Shown below are forms for inputting details for vehicles that are unrestorable, restorable and subject to total loss subrogation.
[Examiner View] Shown below is where examiners see the companies’ submissions.
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Bonds
[Company View] Shown below are the screens for creating and uploading new bonds for both Government Bonds and Judiciary Bonds.
[Examiner View] Shown below are the list of Judiciary and Government bonds submitted by companies.
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Adjuster’s Quarterly Report
[Company View] Shown below is where companies can upload their submissions.
[Examiner View] Shown below are the lists of submissions made by companies.
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Fire Service Tax (FST) Remittances
[Company View] Shown below is where companies can upload their files.
[Examiner View] Shown below is the list of submissions made by companies.
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Investment Division --------------------------------------------
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Approval of Investments of Insurance Companies and Others (e.g. banks and investment houses)
[Company View]
Here’s the dashboard for Investment Division that allows you to access each process.
[Company View]
After clicking the “Submissions” for Approval of Investment, it will direct you this page where you choose the type of investment that you want.
[Company View]
Next is you have to upload the requirements that are needed under the type of investment you chose then click “Submit”.
[Examiner View]
This is the examiner’s dashboard where you can see the processes just like the company’s side. Click the action button on the table to edit submission status or to edit the file.
[Examiner View]
After clicking the action button, here’s the page for downloading files and editing statuses.
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Quarterly Submission and Monitoring of Statement of Paid Up Capital and Reserve Investment (SPUCRI)
**Note: Screens are “to follow” because there are no data that is yet to be submitted by the Investment Division
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Monthly Submission and Assessment of Investments Made, Sold, and Disposed
[Company View]
After clicking the “Submissions” for Monthly Submissions and Assessment of Investments Made, Sold and Disposed, it will direct you this page where you choose whether it is monthly or quarterly submission.
[Company View]
If you click “Upload files” under Monthly
Submission, it will direct you to this page where you can upload the
template and then submit it or you can save as draft.
[Company View]
If you click “Input forms” under Monthly Submission, it will direct you to this page where you can input data for the investments made and once you’re done, click “Next”.
[Company View]
[Company View]
After clicking the “Next” button, it will direct you to this page where you can input data for the investments sold and then click “Submit”.
[Company View]
If you click “Upload files” under Quarterly Submission, it will direct you to this page where you can upload the template and then submit it.
[Company View]
If you click “Input forms” under Quarterly Submission, it will direct you to this page where you can input data for the investments made and once you’re done, click “Next”.
[Company View]
After clicking the “Next” button, it will direct you to this page where you can input data for the investments sold and then click “Submit”.
[Examiner View]
Here’s the dashboard for Investment Division that allows you to access each process. Click the “View Submissions” for submission and assessment of investment made, sold, and disposed.
[Examiner View]
After clicking the “View Submissions”, shown below is the cards for monthly submissions and quarterly submissions.
[Examiner View]
For monthly submissions, the list of companies will be shown after clicking the view submissions. Click the action button to view the details for the chosen company.
[Examiner View]
Upon clicking the action button, shown below is the viewing for the files that have been submitted by the companies, also downloading of the file, and changing the status of the submission.
[Examiner View]
For quarterly submissions, the list of companies will be shown after clicking the view submissions. Click the action button to view the details for the chosen company.
[Examiner View]
Upon clicking the action button, shown below is the viewing for the files that have been submitted by the companies, also downloading of the file, and changing the status of the submission.
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- Actuarial Division -------------------------------------------
[Company View] Below is the screen for the dashboard which includes Actuarial’s processes.
[Examiner View] Below is the screen for the dashboard which includes Actuarial’s companies’s submissions.
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Approval of Insurance Products under Expeditious Approval Process
[Company View] Shown below is the screen for uploading submissions for companies.
[Examiner View] Shown below is the screen for viewing companies’ submissions.
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Submission of Insurance Products under Non-Expeditious Approval Process
[Company View] Shown below is the screen for uploading submissions for companies.
[Examiner View] Shown below is the screen for viewing companies’ submissions.
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- Reinsurance Division ---------------------------------------------
[Company’s view] This is the company’s dashboard. Each card
represents one process. For each process, a company may choose to either
upload the excel file or manually input/encode the details to a
form.
[Examiner’s view] This is the examiner’s dashboard. Each
card represents one process, like the one on the company’s view. The
‘submissions’ button will lead the examiner to the submissions page of
each process.
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.Submission and Monitoring of Facultative and Non-Facultative Placements
[Company’s view] This is the input form for the approval of Facultative Placements Abroad.
[Examiner’s view] This is the list of Approved Facultative Placements Abroad for the Month.
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Submission and Monitoring of Particulars of Reinsurance Treaties
[Company’s view] This is the input forms for the approval of Reinsurance treaties.
[Examiner’s view] This is the screen for viewing the list of approved Reinsurance treaties.
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Submission and Monitoring of Foreign Receipts and Remittances
[Company’s view] This is the input forms for the Statement of Foreign Exchange Receipts and Remittances.
[Examiner’s view] This the screen for listing the summary
of all the submitted Foreign Exchange Receipts and Remittances.
LEGAL SERVICES GROUP
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Regulation, Enforcement and Prosecution Division (REPD) --------------------------------------------------------------------------------
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Registration, Monitoring, and Reporting on Administrative Complaints Filed Against Regulated Entities
Upon logging in, the REPD staff will be seeing this screen, the Dashboard. There are two cards on the screen, each card represents 1 process under the Division. The first card is for the administrative cases while the one on the right is for the product approval. On the left card, once the ‘Input form’ button is clicked, the user will be redirected to the Input forms shown in the next picture.
This is the input form for all the administrative cases under the division. REPD staff should encode all the details in here then click submit for the record to be saved. In order to view all the records, the user must click the ‘View Output’ link which can be seen on the left side of the screen.
All the encoded accounts shall be seen on this screen. The user can easily look for records using the search function found on the upper right, or sort these based on your preference.
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Data Storage, Retrieval and Reporting on Approved Non-life Insurance Policies, Riders, Clauses, Warranties or Endorsements
On the other hand, this is the input form for the product approval under the division. REPD staff should encode all the details in here then click submit for the record to be saved. In order to view all the records, the user must click the ‘View Output’ link which can be seen on the left side of the screen.
Same as the output in the process one, all the encoded accounts shall be seen on this screen. The user can easily look for records using the search function found on the upper right, or sort these based on your preference.
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Public Assistance and Mediation Division (PAMD) ------------------------------------------------------------------------
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Registration, Monitoring, and Reporting on Complaints/Requests for Assistance Concerning Regulated Entities
Input
This page shows the input form as well as the output list of the complaints lodged with PAMD.
Once “Input Form” button is clicked, it will redirect to this page which the staff could put the information regarding the complaints.
If the fields aren’t completed yet, the staff can save it as a draft and continue whenever. Cancel will redirect to the previous page.
Output
If the view output button is clicked, it will show the list of complaints that have been added previously categorized by industry and number of complaints.
At the rightmost part of the card, once the “eye” icon under the action category is clicked it will redirect to a page where you can choose which company you want to view.
After choosing the company, this page shows a table of summary of complaints.
Licensing Division
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Recording and Retrieval of Basic Information of all Regulated Entities
Upon logging in, the LICENSING staff will be seeing this screen, the Dashboard. There’s a card on the screen that represent the process under the Division. The card is for the regulated entities information. Once the ‘Input form’ button is clicked, the user will be redirected to the Input forms shown in the next picture.
This is the input form for all the regulated entities. LICENSING staff should encode all the details in here then click submit for the record to be saved. In order to view all the records, the user must click the ‘View Output’ link which can be seen on the left side of the screen.
All the encoded accounts shall be seen on this screen. The user can easily look for records using the search function found on the upper right, or sort these based on your preference. When the information that is encoded is too long, it could be minimized by clicking the ‘+’ button and maximize by pressing it as well. Also, company information could be previewed when the company name is clicked.
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Conservatorship, Receivership, and Liquidation Division (CRL) --------------------------------------------------------------------------------------
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Registration, Monitoring and Reporting of Complaints/ Requests for Assistance Concerning Companies placed under CRL
Upon logging in, the CRL staff will be seeing this screen, the Dashboard. There are two cards on the screen, each card represents 1 process under the Division. The first card is for the record keeping of claims records under CRL while the one on the right is for the monitoring of companies under the Division. On the left card, once the ‘Input form’ button is clicked, the user will be redirected to the Input forms shown in the next picture.
This is the input form for all the claims filed under
the division. CRL staff should encode all the details in here then click
submit for the record to be saved. In order to view all the records, the
user must click the ‘View Output’ link which can be seen on the left
side of the screen.
All the encoded accounts shall be seen on this screen. Each row of information is editable and can be deleted. The user can easily look for records using the search function found on the upper right; or sort these based on the Name of Claimant, Action Requested, Name of Company Concerned, and Date Received.
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Data Storage, Retrieval and Reporting on Companies under CRL
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Claims Adjudication Division (CAD) -----------------------------------------------------------
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Registration, Monitoring, and Reporting on Complaints Lodged with CAD
Upon logging in, the CAD staff will be seeing this screen, the Dashboard. There’s a card on the screen that represent the process under the Division. The card is for the complaints lodged with CAD. Once the ‘Input form’ button is clicked, the user will be redirected to the Input forms shown in the next picture.
This is the input form for all the registration, monitoring, and reporting on complaints lodged with CAD. LICENSING staff should encode all the details in here then click submit for the record to be saved. In order to view all the records, the user must click the ‘View Output’ link which can be seen on the left side of the screen.
All the encoded accounts shall be seen on this screen. The user can easily look for records using the search function found on the upper right, or sort these based on your preference. Also, there are three tabs under the output which are summary, calendar of hearing, and date of due.
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Suretyship Section -------------------------------------------
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Registration, Monitoring, and Reporting on Requests Received and Certifications Issued
This is the Dashboard screen for the Suretyship Section. Once the ‘Add New Record’ is clicked, the user will be redirected to the input screen; while the ‘View History’ will bring the user to the list of records encoded in the system.
This will be the input page. The user shall encode all the details in this form then click the submit button to save.
This is the History page. All records shall be seen on this screen. The user, a Suretyship Section Staff, has the power to edit or delete a record when necessary.
MICROINSURANCE
The Dashboard
Upon logging in, the Microinsurance staff will be seeing this screen, the Dashboard. There are two cards on the screen, each card represents 1 process under the Division. The first card is for the Annual Impact Regulatory Report while the one on the right is for the Quarterly Statistical Report.
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Generation of Microinsurance Industry Quarterly Statistical Report
This is the Microinsurance data as of the quarter ending screen.
Data comparison from previous year of the Contribution/Premium Production.
Data comparison from previous year of the number of insured lives.
Number of persons covered by Microinsurance under MBA.
Number of persons covered by Microinsurance under Life Sector.
Number of persons covered by Microinsurance under Non-Life Sector.
Premium production/contribution under MBA.
Premium production/contribution under Life Sector.
Premium production/contribution under Non-Life Sector.
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Generation of Annual Regulatory Impact Report
Annual Regulatory Impact - Insurance coverage
Annual Regulatory Impact - Microinsurance coverage
Annual Regulatory Impact - Number of insured lives
Annual Regulatory Impact - Net Premium (Industry)
Annual Regulatory Impact - Net Premium (Microinsurance)
Annual Regulatory Impact - Total assets
Annual Regulatory Impact - Loss or claims ratio
Annual Regulatory Impact - Number of licensed intermediaries from different sectors