2023-04-03 Referral Committee Meeting Minutes

Owned by Paulette Reed
Last updated: Apr 04, 2023
3 min read

 

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Date

Apr 3, 2023

ANTITRUST STATEMENT

As participants in this meeting, we need to be mindful of the constraints of antitrust laws. There shall be no discussions of agreements or concerted actions that may restrain competition. This prohibition includes the exchange of information concerning individual prices, rates, coverages, market practices, claims settlement practices, or any other competitive aspect of an individual company’s operation. Each participant is obligated to speak up immediately for the purpose of preventing any discussion falling outside these bounds.

Agenda

  • Welcome/Networking

  • Antitrust

    • This meeting is subject to the Antitrust Statement shown above and may be recorded.

  • Meeting Minutes Review

  • Meeting Day besides Monday?

  • Review Comparison of Assignment/Appointment/Referral

Meeting Minutes

  • Welcome/Networking

  • Antitrust Accepted

  • Meeting Minutes Reviewed and Accepted

  • Reviewed Data Comparison feedback from Assignment/Appointment to use for Referral (See Reference Material Below)

    • The AdminInfo Aggregate has all of the types of Users, Insurance Company, Rental Company, Sender, Receiver, etc.

      • This data will be critical to identify who is sending the referral transaction. For example, if OEM is sending a referral for car rental and knows the preferred Repair Facility is XYZ Repairs and the vehicle is insured by ABC Insurance, all of these elements may be sent. This would allow the rental car to receive the referral and then request authorization from ABC Insurance.

    • The Document Type will need an additional code list to Identify transaction as a Referral.

    • The only difference between the Appointment and the Assignment is the Rental Assignment, Tow Assignment, Subrogation Assignment, Vehicle Damage Assignment, Property Damage Assignment and Glass Assignment Aggregates and how the AdminInfo is used.

      • We would like the team members and members of the Appoinment and Assignment Committees to look at the data in these aggregates for the industry segments they work with and identify the critical data. This will help make the referral message complete and will allow for a simpler transaction.

  • The Monday morning meetings are running into a number of conflicts, a Doodle Poll will be sent to the Committee Members to see if there is a better time to meet.

  • The Referral Committee requested a Consumer Privacy Indicator to sync with the CAPIS project, that change will be implemented in the 2023R1 Release on April 19, 2023.

Up Next

  • Welcome/Networking

  • Antitrust Accepted

  • Meeting Minutes Reviewed and Accepted

  • Review Feedback from Team on Data Needed from Assignment for Referral

Action items

Team needs to look at the Referral Committee Assignment Aggregate Analysis document under Referral Work documents to look at the data from the Assignment that may be needed for Referral.

Decisions

  1. Make Referral a message of its own to help simplify the transaction.

Reference Material:

The Excel document to show the data based on the BMS test instances and possible referral messages can be found in the committee workdrive https://cieca.atlassian.net/l/cp/00ct5yCq

  • Assignment Vs Referral (Excel)

  • Referral Committee Assignment Aggregate Analysis (Word)

Participants

  • @Paulette Reed

  • Stacey Phillips

  • Jason Kurutz

  • Kim DeVallance Caron

  • Trent Tinsley

  • David McCreight

Participants in the meetings are noted for your information.  If you have questions on the committee’s activities, please contact a recent attendee. Referral Committee Home

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