Express for Windows offers Undisclosed Driver Information(UDI)
provided from an extensive database with the names and addresses of most
households in the country. With UDI, you can determine youthful
drivers in a household or drivers not reported on a policy application.
By entering a name and address into the system, you can receive
all known drivers at that address. Since you may already know
about drivers on the policy, if you enter all known drivers, the report
you receive will contain only undisclosed drivers.
Working with UDI Requests
The following section details procedures for processing UDI
requests using the Express system. The instructions show menu
usage; however, most commands and options may be accessed
quickly by using the Express toolbar (see ‘‘The Toolbar’’).
Entering Undisclosed Driver Information Requests
All UDI requests must include policy information. Use the following
instructions to begin UDI processing by entering that information.
Entering Policy Information
To begin UDI processing
Select UDI on the View menu. This option must be checked in order to
display the UDI folder.
Select New Requests from the Requests menu. The Policy Information
dialog box displays.
To enter policy information required for a UDI report
Enter request data for the insured using the field explanations as
detailed below. Whenever the cursor is in a field, the bottom line of
the dialog box displays whether that field is mandatory or
optional.
Reference
Enter the policy number associated with the driver and company
for this request. This field is mandatory.
Comment
This optional field is for agency use. Enter whatever information
is helpful. This field displays in Express list boxes and can be
used to sort requests. A default response for the Comment field
may be set in the User Info dialog box in the System Information
option.
Last Name
Enter the last name of the insured (the policyholder) for which a
UDI report is requested.
Suffix
Enter any name identifier such as Jr., Sr., III, etc.
First Name
Enter the first name of the person.
Middle Name
Enter either a middle name or an initial.
Direction
This field must be used for street names which have a directional
identifier such as North, Southwest, etc. This identifier must be entered
here and not in the Street field.
Type
This field is used to further identify the location entered in the street
field; i.e. street, avenue, boulevard, road, etc. This identifier must be
entered here and not in the Street field.
House #
Enter only the house number in this separate field; enter the street in the
Street field.
Street
Enter the name of the street where the person resides in this field; enter
the number of the house in the House # field. This field is mandatory.
Apt. #
If a person lives in an apartment, enter the apartment number this field.
City
Enter the city where the person resides. This field is mandatory.
State
Enter the two-character code for the state. This field is mandatory.
Zip Code
Enter the ZIP code for the home address of the person entered. This field
is mandatory
User Reference
This optional eight-character field may be used for any useful
information. It is often used by agencies acting as brokers who
use it for a customer identification number.
Click "OK". The Request Entry window displays.
Click on the UDI tab if it is not already active.
Enter a Bill Code for the UDI Select a direct bill code, if
approved; or enter an internal billing code or enter ‘‘000 -Default.
’’ See ‘‘Direct Bill Codes’’ and ‘‘Internal Billing Codes’’
for details. This field is
mandatory.
Continue with the instructions for ‘‘Entering Driver Information.’’
Entering Driver Information
In addition to policy information, all UDI requests must have at least one
driver entry to be valid; however to search for unknown drivers, enter all
drivers that are known to be associated with a policy.
Enter driver information
Click "Add/Edit". The Driver Information dialog box displays.
Some of the data previously entered defaults to the appropriate fields for
easy entry, but it may be changed by retyping the information.
Enter data for the following new fields. The status bar displays
which fields are mandatory and which are optional.
License State
Enter the state where a person is licensed to drive.
Driver’s Lic. #
Enter the license number of a driver as issued by a state. Do not
key in dashes or spaces. Check on the down arrow for
state-specific help.
Date Of Birth
Enter the driver’s date of birth in this field. Use a
MM/DD/YYYY format.
Gender
Enter the gender of the person covered by the policy.
Soc. Sec. #
Enter the nine-digit social security number of the person covered
by the policy. Do not key in dashes.
Prev. Policy #
Enter any other policy number that the company may have
issued for this driver.
If you have additional drivers associated with the policy, click
"Next" and enter them in the same manner at this time.
After entering all drivers, click "OK".
If you need to request other reports for any driver in the driver list box,
continue with instructions for ‘‘Using UDI Data to Request Other
Reports.’’ If not, skip to the instructions for ‘‘Saving UDI Requests.’’
Using UDI Data to Request Other Reports
There may be times when you need to request other Express reports in
addition to a UDI report. For those times, Express has provided an easy
way to enter basic driver information using some of the data you have
already entered in a UDI request.
To request other reports for drivers in the driver list box
Select only the drivers in the UDI driver list box for whom you want to
request other reports.
Click "Copy". The Copy dialog box lists other available Express
services.
Mark the check box(es) next to the service reports you want to
enter.
Click "OK". All basic information from the UDI request entry
which can be used to request other reports is recorded in the
corresponding data entry dialog box(es).
Select the service tab at the side of the dialog box and refer to the
other service chapters for details to complete entry requirements
for those new requests prior to saving the group with includes
the UDI requests.
Click "OK" on the Request Entry window. The Group Description
dialog box displays.
Note: When you enter UDI requests, the group name defaults to the
contents of the Reference field but this description may be changed.
Enter any description to identify the group of requests just entered if the
default is not acceptable. This name labels the group in your user folder
in the View/Edit Requests window.
Click "OK". If no other Express service options are checked on the
View menu, the View/Edit Requests window displays the new request
group under your User ID folder.
If other Express service options are checked on the View menu,
you are required to enter the corresponding request data prior to
saving any requests or else you must first deselect that option
from the View menu then save the requests.
Click "Close" to exit the option.
Editing UDI Requests
Express provides an edit option so that changes or deletions may be
made before you transmit UDI requests to the iiX Data Center. A
request cannot be changed after it has been transmitted.
To edit a UDI request
Make sure UDI is selected on the View menu.
Select View/Edit Requests from the Requests menu. The
View/Edit Requests window displays.
Locate the group in your folder which contains the UDI request you
want to edit or you may edit requests in other folders by clicking on the
plus sign (+) next to a User ID to show all the request groups in that user
folder.
Note: You cannot edit a request if another user on the system is currently
working with that request.
Select the group which contains the request you want to edit and click
"Edit" or double-click on the group description. The system loads the
request group.
Click on the UDI folder if it is not already active. The driver list box
displays.
Changing Driver Information
Find the driver you want to edit in the list box.
Note: You may click on any column heading in any Express list
box to sort the list accordingly (e.g. click on the DL Number
heading to sort the requests by driver license number). The
column heading which is displayed in italics shows the
current sort order.
Select the request and click "Add/Edit" or double-click on the
entry. The Driver Information dialog box displays.
Move to and change any field by retyping the correct data.
Click "OK".
Changing Policy Information
Click "Policy Info" at the top of the Request Entry window. The
Policy Information dialog box displays.
Go to and highlight the data for any field that needs changing.
Retype the correct data.
Click "OK".
Note: Changes you make to a request in the UDI Request dialog
box are not saved to the database until you resave the entire
request group in the following step.
Saving All Changes
Click "OK" on the Request Entry window, rename the request group if
needed, then click "OK" on the Group Description dialog box.
Before you print or purge UDI requests, the following section
explains how to choose request selection criteria. Because you must
determine which requests you want to work with prior to working
with them, this section is presented now. You will be referred back
to it from the functional procedures which follow.
The Request Selection Criteria dialog box allows you to set
preferences for the requests you want to display in Express list
boxes prior to carrying out a print or purge function.
The Express default is to display all unsent requests; however, you
(or your office) may decide to change what you see in list boxes
based on selection criteria which may include, according to selected
service, the following:
For UDI requests----Requestor ID, User Batch, State, Last Name,
and All Requests (or only Unsent, Pending, or Received). The
screen shown below is the Request Selection Criteria dialog box.
If you choose to change selections based on selection criteria, those
preferences remain in effect for all Express request functions and
services until you change them or reset them to the default.
Because any user on the system may change selection criteria without
another user knowing, a check box at the bottom of the Selection Criteria
dialog box allows you to always (or never) display the criteria dialog box.
This allow you to verify which requests are selected prior to carrying out a
print or purge function.
Note: If you choose not to always display the Selection Criteria dialog box, be
aware that all available requests may not be shown even though they do
exist.
Printing a UDI Request Listing
A UDI Requests list may show either unsent requests, pending, or
received requests, the state from which they are requested, the
driver’s names and license numbers, and any comments entered with
the requests. The request listing also shows if requests are valid or
invalid. Invalid requests are sometimes saved as a result of importing
request data. By printing the request listing prior to transmission, you
can pinpoint invalid requests and correct them; if not, they will not
be sent.
To print a UDI request listing
Select Print from the File menu. Depending on user preference,
one of two dialog boxes will display.
The Print Reports or Preview/Print Lists dialog box
or
The Report Selection Criteria dialog box
Refer to ‘‘Choosing Selection Criteria for Requests’’ if you have not
already read it.
If the Report Selection Criteria dialog box is displayed on your screen now,
it is because the default for the File...Print option is always set for Reports.
Click "Cancel" to return to the Print Reports or Preview/Print Lists
dialog box, select the Request List option, then click "Select". The
Request Selection Criteria dialog box displays.
Continue with Step 5.
If the Print Reports or Preview/Print Lists dialog box is displayed
on your screen now, continue with the following instructions.
Select the Request List option then click "Select". The Request
Selection Criteria dialog box displays.
Continue with Step 5.
Click "Defaults" to select all unsent requests or move to each
field described below and change it to set a different request list
selection.
Requestor ID
Select a specific Requestor ID or select All IDs.
Service
Select Undisclosed Driver from the Service drop down list box.
User Batch
Enter a User Batch number. If you do not enter a specific batch,
all batches are included.
State
Enter a specific state to include only requests from that state or
select All to list requests from all states.
Last Name
Enter a specific Last Name.
Request Options
Choose Unsent, Pending, Received, or All requests. If you select Pending
or Received, you may specify Date ranges.
Note: The Defaults pushbutton resets selection options to include all
unsent requests. Any changes to the default criteria setting that you
make in the Request Selection Criteria dialog box are saved for both
the print and purge requests functions in all Express services----until
you either change them again or reset them to the default setting.
Click "OK" to return to the Print Reports or Preview/Print Lists dialog
box.
Enter a different number in the Copies field if you need more than one
copy of the listing.
Click "Printer" if you need to view and/or change the Print Setup
options before printing.
Select the Preview option button then click "OK: to first view and then
print the listing or click "OK" to route the UDI request listing directly
to your printer.
Note: See ‘‘Resending Requests’’ in the Express Communications
chapter for instructions to retransmit requests.
Purging UDI Requests
To purge UDI requests from your system
Make sure you are the only user on the system.
Follow the instructions for ‘‘Purging Requests’’ in the Utilities
chapter.
Working with UDI Reports
The following section details procedures for processing UDI
reports using the Express system. The instructions show menu
usage; however, most commands and options may be accessed
quickly by using the Express toolbar (see ‘‘The Toolbar’’ in the
Introduction).
Receiving UDI Reports from the Data Center
To receive UDI reports from the Data Center
See ‘‘Receiving Reports from the Data Center’’.
See the ‘‘Undisclosed Driver Reports’’ section of Appendix
A----Sample Reports and Record File Layouts for explanation on how
to read the UDI reports you receive from the Data Center.
Choosing Selection Criteria for Reports
Before you begin working with UDI reports, the following section explains
how to choose report selection criteria. Because you must determine which
UDI reports you want to work with prior to working with them, this section
is presented before all others and you will be referred back to it from the
functional procedures which follow.
The Report Selection Criteria dialog box allows you to set preferences for
the reports you want to display in Express list boxes prior to carrying out a
view, print, delete, or purge function.
The Express default is to display all unprinted reports; however, you (or your
office) may decide to change what you see in list boxes based on selection
criteria which may include, according to selected service, the following:
For UDI reports----Requestor ID, User Batch, State, Status, Name, and All
Reports (or only Printed or UnPrinted). The screen shown below is the
Report Selection Criteria dialog box.
If you choose to change selections based on selection criteria,
those preferences remain in effect for all Express report
functions and services until you change them or reset them to the
default.
Because any user on the system may change selection criteria
without another user knowing, a check box at the bottom of the
Selection Criteria dialog box allows you to always (or never) display
the criteria dialog box. This allows you to verify which reports are
selected prior to carrying out a view, print, delete, or purge function.
Note: If you choose not to always display the Selection Criteria dialog
box, be aware that all available reports may not be shown even
though they do exist.
Viewing UDI Reports
To view a specific UDI report
Select View/Print Reports from the Reports menu. Depending on user
preference, one of two dialog boxes will display.
The Report Selection Criteria dialog box
or
The View/Print Reports dialog box
Refer to ‘‘Choosing Selection Criteria for Reports’’ at the
beginning of the reports section if you have not already read it.
If the Report Selection Criteria dialog box is displayed on your
screen now, skip to Step 4.
or
If the View/Print Reports dialog box is displayed on your screen
now, click "Select" then continue with Step 4.
Click "Defaults" to select all unprinted reports or move to each field
described below and change it to set a different report list selection.
Requestor ID
Select the Requestor ID for the user who entered the UDI request or
select All IDs to display a list of reports requested by all users.
Service
Select Undisclosed Driver from the Service drop down list box.
User Batch
Enter a User Batch number or leave this field blank to include reports
regardless of batch number.
State
Enter a specific state to display a list of reports from that state only or
select All to show reports from all states.
Status
Select one of the following options: All Status Codes, Results Found,
Clear, Error, or No Hit.
Name
Enter a specific Name (Last Name, First Name).
Print Options
Choose All, Printed, or Unprinted reports. Note that Unprinted is the
default.
Date Received
Enter any date range for the time period when the report(s) was received.
Note: The Defaults button resets selection options to include
all unprinted reports. Any changes to the default criteria
setting that you make in the Report Selection Criteria dialog
box are saved for all Express view, print, delete, and purge
reports functions in all services----until you either change
them again or reset them to the default setting.
Click "OK" to display the View/Print Reports list box. Note the
number of Reports Listed versus Total Reports (at the bottom of
the dialog box) which reflects your selection criteria options.
Note: You may click on any column heading in any Express list
box to sort the list accordingly (e.g. click on the DL Number
heading to sort the reports by driver license number). The
column heading which is displayed in italics shows the
current sort order. The No. heading sorts the list in the order
that the requests were received by the iiX Data Center.
Find the UDI report you want to view in the list box.
Select the report and click "View" or double-click on the entry.
The View Undisclosed Driver Report window displays.
Use the scroll bar to view the complete report on screen. Use the
Next and Previous buttons to view other reports in the list box.
You may also click "Print" to route the report to your system
printer.
Click "Close" to exit the view window.
Click "Cancel" to exit the option.
Printing Undisclosed Driver Reports
Once reports are received back and loaded into a file on your system, you
may print them at your convenience. Use the ‘‘Printer Setup’’ option first if
you need to select a particular printer.
Note: Reports may be printed from either the View/Print Reports option on the
Reports menu or from the Print option on the File menu. The File...Print
option, however, does not display the list on screen prior to printing nor
does it show the number of reports that will be printed.
To print all unprinted UDI reports
Select View/Print Reports from the Reports menu.
Refer to the previous sections, ‘‘Choosing Selection Criteria for Reports’’
and ‘‘Viewing UDI Reports’’ to display only the reports you want to print
in the View/Print Reports list box.
Note: Select Undisclosed Driver from the Service drop down list box in the
Report Selection Criteria dialog box to print only UDI reports.
On the View/Print Reports list box, note the number of Reports Listed
versus Total Reports (at the bottom of the dialog box) which reflects
your selection criteria options.
Select the entire group of reports by using standard Windows selection
procedures (i.e. Press the Shift key and click on the first report in the list
box then, while still pressing the Shift key, scroll to and click on the last
report in the list). The entire group is highlighted.
Click "Print". The UDI reports are routed to your printer.
Note: When a report has been printed, it is designated and flagged
as printed and a graphic is placed to the left of the Name
field.
Click "Cancel" to exit the option.
To print a UDI report listing
Note: A report listing may only be printed from the Print option on the
File menu and the procedure is, therefore, similar to printing a
request listing.
Select Print from the File menu. Depending on user preference,
one of two dialog boxes will display.
If the Print Reports or Preview/Print Lists dialog box is
displayed on your screen now, select the Report List
option then click
Refer to ‘‘Choosing Selection Criteria for Reports’’ at the
beginning of the reports section and determine what reports you
want to include on the listing.
Note: Select Undisclosed Driver from the Service drop down list
box in the Report Selection Criteria dialog box to list only
UDI reports.
Click "OK" to return to the Print Reports or Preview/Print Lists dialog
box.
Enter a different number in the Copies field if you need more than one
copy of the listing.
Click "Printer" if you need to view and/or change the Print Setup
options.
Select the Preview option button then click "OK" to first view and then
print the listing or click "OK" to route the UDI report listing directly
to your printer.
To print specific UDI reports
Select View/Print Reports from the Reports menu.
Refer to the previous sections, ‘‘Choosing Selection Criteria for Reports’’
and ‘‘Viewing UDI Reports’’ to display only the reports you want to print
in the View/Print Reports list box.
Note: Select Undisclosed Driver from the Service drop down list box in the
Report Selection Criteria dialog box to list only UDI reports then
select other criteria to help narrow the listing.
Note: You may click on any column heading in any Express list box to sort
the list accordingly (e.g. click on the DL Number heading to sort the
reports by driver license number). The column heading which is
displayed in italics shows the current sort order. The No. heading
sorts the list in the order that the requests were received by the iiX
Date Center.
At the View/Print Reports dialog box, use standard Windows
selection procedures to select only the UDI report(s) you want to
print.
Click "Print". The UDI report(s) are routed to your printer.
Note: When a report has been printed, it is designated as printed
and a graphic is placed to the left of the Name field.
Refer to the previous sections, ‘‘Choosing Selection Criteria for
Reports’’ to select only the reports you want to save.
Select the Save to File option button.
Click "OK".
If you have not previously saved reports to a file, the report(s)
you selected are copied to the Express \USER directory on the
drive where you installed the Express software. They are
contained in the text file named UDIrpt.txt.
If you have previously saved report files on your system,
respond to the ‘‘Delete Old Files’’ dialog box.
Press "Yes" to delete the old reports before writing the
new reports to the report file.
Press "No" to keep the old reports and append the new
reports to the existing report file.
Exporting UDI Reports
To export UDI reports to a data file
Determine where you want to copy the report information.
Follow the instructions for ‘‘Exporting Reports’’ in the Utilities
chapter.
Deleting UDI Reports
To delete specific UDI reports from your system
Select View/Print Reports from the Reports menu.
Refer to the previous sections, ‘‘Choosing Selection Criteria for Reports’’
and ‘‘Viewing UDI Reports’’ to display only the reports you want to
delete in the View/Print Reports list box.
Select the report and click "Delete" or double-click on the entry. A
confirmation dialog box displays.
Respond to the deletion prompt.
Respond to the prompt which allows you to keep or remove associated
requests then click "OK".
Click "Cancel" to exit the option.
Purging UDI Reports
To purge UDI reports from your system
Make sure you are the only user on the system.
Follow the instructions for ‘‘Purging Reports’’ in the Utilities chapter.
