Risk Management & Tort Defense

Column(s) 2, 7, 8, and other - select from among menu choices to display or hide information. For example, if you select 'Column 2,' 'loss,' then the loss code will be displayed in Column 2. If the 'claim description' is selected in Column 7, then that information will be displayed in Column 7 in the report.

Coverage Code - displays the line of coverage (i.e. auto liability, general liability, property, etc.).

Description Field - select from among the menu choices to display information in the description field in the report. For example, if 'incident' were selected, then the incident is shown in the description field.

Expense Type - means the type of expense selected. 'LAE or Loss Adjustment Expense' means the expenses associated with defending the claim, including legal fees and court costs. 'Indemnity' means the expenses associated with settling the claim or resolving it at trial. 'Combined' means the sum of loss adjustment expenses and indemnity costs. 'Both' means EITHER the expenses associated with defending the claims OR the expenses associated with settling the claim or resolving it at trial.

Expense Range - means the start range and end range for the type of expense selected (mm/dd/yyyy). For example, if an expense of 50000 were inserted in the start range, then all claims over 50000 are selected. If an expense of 50000 were inserted in the end range, then all claims of less than 50000 are selected. If an expense of 50000 were inserted in the start range and 100000 in the end range then all claims between 50000 and 100000 would be selected.

Fiscal Year - means the corresponding fiscal year selected with start date of 07/01 through 06/30.

Loss/Cause/Damage Code - allows an agency to select one or more codes and then only display those that they wish to include by selecting a code and then left clicking with the mouse until the appropriate number of codes are selected. If no code is selected, then all codes associated with a line of coverage are included in the report. For example, if an agency selects 'property' as the line of coverage,' all codes associated with property insurance are displayed.

Sort By - means the order in which the claims will appear in the report. For example, if 'claimant' were selected, then the claims will be sorted alphabetically by claimant. If the field 'resolved' were selected, then the claims will appear chronologically by 'resolved date' from earliest to most recent.

Query Date Field - means the type of date field selected for the query. Loss date means the date when the claim occurred. Received date is the date when the Risk Management & Tort Defense Division received the claim. Resolved date is the date when the claim was resolved. Paid date is the date when payment(s) were made on the claim.

Query How Many Fiscal Years - means the number of fiscal years going backwards from the date of the query, including the current fiscal year to the beginning of the fiscal year selected. For example, if the query date selected is '10/01/2002' and the number of fiscal years chosen is '3,' then the report would select all fiscal years backward from the date of the query in the current fiscal year (2002) to the beginning of FY2000.

Query Range - means the date when the query starts and ends. For example, if the query date field 'resolved' is selected, all claims with resolved dates specified in the start range and end range (mm/dd/yyyy) will be shown.

Query Date - means the date of the query. All other parameters 'key' off of this date. For example, if a query date of 12/31/1999 is selected, the date field 'occurred' is chosen, and 'query how many fiscal years' '2' is specified, then the report will query all claims received as of 12/31/99 for the prior two years (i.e. all claims received between 07/01/1998 and 12/31/99).

Report Layout Options - Allows an agency to sort claims by claimant or resolved date. In addition, agencies may develop their own subtitles by inserting the title in the blank space provided. Finally, agencies may display various types of information by selecting from among the drop down menu choices provided in Columns 2, 7, and 8.

Select Fields to Hide - allows selected users to run reports that hide 'case sensitive' or 'loss, cause, or damage code sensitive' information.

'Claimant Only' displays all information in the reports, except for the claimant's name. Dollar amounts are included in the totals.

'Loss, Cause, Incident, and Description,' displays all information in the reports except for the Loss, Cause, Incident, and Description. Dollars amounts are included in the totals.

'Both' displays all information in the reports, except for the Loss, Cause, Incident, Description, and the Claimants' name.

'Claimant (Inclusive of Totals) displays all information in the reports, except for the claimant's name, however, dollar amounts are included in the totals.

'Claimant (Exclusive of Totals) displays all information in the reports, except for the claimant's name, however, dollar amounts are excluded from the totals.

'Both (Loss, Cause, Hidden) Claimant (Inclusive of Totals) displays all information in the reports except for the loss, cause, damage, and claimants name, however, dollar amounts are included in the totals.

'None' displays all fields that are selected in 'drop down' menus. None are hidden.