Referral Project

All Project Committees will follow the Project Standard Committee Guidelines and Mission.

Status: CIECA Staff Review

Not Started / CIECA Staff Review / Committee(s) Review / Rejected / In Progress / Completed

Dates

Project Proposed

Project Reviewed by CIECA Staff

Submitted to Committee(s) Review

Project Started

Rejected/Completed

Project Proposed

Project Reviewed by CIECA Staff

Submitted to Committee(s) Review

Project Started

Rejected/Completed

January 12, 2022

April 11, 2022

May 2022

October 3, 2022

Background

Author of Project Request: Kim DeVallance-Caron introduced the concept of the referral project in our Semi-Annual meeting. The referral is similar to an assignment message however, the assignment was triggered from the bill-to perspective in the past and the referral is coming from business partners that are not responsible for payment. For example, in the past, the insurance company that was paying for the tow, rental, etc. was normally the one that sent the assignment to the business partner. In today’s world, there are systems that work around the FNOL and repair that may trigger a tow or the rental that are not responsible for the payment of these assignments. The data needs are different between an assignment and a referral and we would like to look at these data needs.

The committee’s objective is to improve customer service in the inspection and repair process by developing and maintaining messaging standards aimed at automating vehicle referral activities, which will create efficiencies for all industry stakeholders

Expected Outcome(s):

Impacted/Interested Industry Segments:

All Collision Industry segments that use assignment.

Problem Statement:

With emerging technologies, there are different ways the assignment of services in a collision incident can be initiated.  As part of the CIECA CAPIS project, these different types of referrals need to be identified and standards need to be built.

Scope:

Must have: Description of Referral different than Assignment and how does a referral become an Assignment?

  • Requirements for a referral

  • Requirements for changing a referral to an assignment.

Must have: Validate that location services to find Assignment and Referral locations.

  • How do we find DRP / Certified shops

  • EV vehicle

  • Special aluminum shop requirements

Must have: Test Instances

  • Need to have Test Instances of the referral and Assignment and Location services to provide the full workflow of the Referral.

Nice to have: Workflow that shows actors making a Referral and it changing to an Authorization

  • Generic Workflow because at this time there are many actors and we need to start with a generic workflow

  • Each Actor wanting to use the Referral can create a specific Workflow

Not in scope:

Risk to scope:

CIECA Products Impacted:

Assignment

Referral (New or part of Assignment)

Location Services

Benefits to Industry:

Releases and Task:

Scheduled Release:

Task report

Edit to setup

Jira Report:

 


Reference Materials: