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BROKER SYSTEM 1.0.

0
BDOI Record of Key Enterprise and Risk System

Perils Maintenance
User Guide

Document History
Version
0.01

Date
December 1,
2015

Author
Jeffrey
Oliveros

Description
Document creation

Reviewed By

Approved By

Beth Tradel

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TABLE OF CONTENTS
1. Introduction.............................................................................................................4
1.1 Purpose.........................................................................................................4
1.2 Audience........................................................................................................4
2. Perils.......................................................................................................................5
2.1 Create Perils...................................................................................................5
2.2 View Perils......................................................................................................7
2.3 Edit Perils.......................................................................................................8
2.4 Delete Perils...................................................................................................9

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1. Introduction
This document provides the users with the detailed instructions on how to operate and use the
BROKER systems PERIL MAINTENANCE module
1.1 Purpose
The user guide document presents the functions and features that are available for the PERIL
MAINTENANCE module. This document also captures the user interface screens based on the
functionalities and features of the module. However, future changes may still be possible based
on the additional change requests that will be submitted by the concerned units. This
document has three (3) sections. These are the Creation, Viewing and Editing of Perils. The
section on the Creation section will provide the procedure on how to create and indicate
information pertaining to Perils. In the Viewing section, user will be guided on how to view
records that have been maintained in the system. The Editing section will explain the
procedure on how to edit or modify information pertaining to records that have been
maintained.
1.2 Audience
The documents intended audiences are the users and system administrator of the
BROKER system Peril Maintenance.

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2. Perils
2.1 Create Perils
1. In the system menu screen, go to MAINTENANCE > PERILS

NOTE: The system menu that will be available to the user will be based on the user
group/s where the user was included and the rights defined in each group.
1. In the Perils List screen, click Add Perils. To navigate on the next set of records,
click the page number at the lower right section of the screen.
.

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2. In the Add Peril screen, indicate the following: Code, Name and Rate Type. Click
Save to keep record. Otherwise, click Cancel.

NOTE: The following are the rate types: Fixed, Sliding and Tariff. The Peril section in
the Package Maintenance module will vary depending on the rate type chosen (please
see user guide on Package Maintenance)

3. In the Add Peril Confirmation screen, click OK. User will be directed to the Perils
List screen.

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2.2 View Perils


2. From the Perils List screen (section 2.1.2.2 1 above); the system will display
records that have been created in the system. Click on the record name. To navigate
on the next set of records, click the page number at the lower right section of the
screen.

NOTE: The following data columns will be displayed to the user: Code, Name and Rate
Type.

2. In the Edit Peril screen, user may view the information pertaining to the Peril record.
Click Cancel to be directed back to the Perils List screen.

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2.3 Edit Perils


1. From the Edit Peril screen (section 2.2.2.2 above) screen, edit information
pertaining to the record. Click Save to keep changes. Otherwise, click Cancel.

2. In the Save Confirmation screen, click Ok to be directed to the Perils List screen.

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2.4 Delete Perils


1. From the Perils List screen (section 2.1.2.2 1 above); click X beside the record that
will be deleted. To navigate on the next set of records, click the page number at the
lower right section of the screen.

2. In the Delete Peril screen, click OK to proceed with the deletion. Otherwise, click
Cancel.

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3. In the Delete Peril Confirmation screen, click OK.

Note: User will not be allowed to delete Perils that have been used in the Package
Maintenance Click OK to close the screen.

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