Insurance Physical Services

9
Presented By: Guo Lee Jian Pan Heng Wang Mingsang Bae Ya-Wei Liang Yuk-Ling Chan Richmond Manzana Group: 2

description

Insurance Physical Services. Presented By: Guo Lee Jian Pan Heng Wang Mingsang Bae Ya-Wei Liang Yuk-Ling Chan Richmond Manzana Group: 2. Organization Background. Insurance Physical Services. A licensed franchisee of multiple Medical Evaluation Companies. - PowerPoint PPT Presentation

Transcript of Insurance Physical Services

Page 1: Insurance Physical Services

Presented By:

Guo Lee

Jian Pan

Heng Wang

Mingsang Bae

Ya-Wei Liang

Yuk-Ling Chan

Richmond Manzana

Group: 2

Page 2: Insurance Physical Services

• A licensed franchisee of multiple Medical Evaluation Companies

• Coordinates transitions between Insurance Agents, Examiners and Labs

• Process paramedical exam request from Insurance Company

• Assign applicants to Examiners for physical examination and interview

• Assigning collections of specimen to qualified Lab

Page 3: Insurance Physical Services

IPS

Insurance Company Medical Lab

Agents Examiners

CLIENT

Page 4: Insurance Physical Services

IPS’s database is organized into a series of entities. • Person,

• Client,

• Agent,

• Examiner,

• Underwriter,

• Insurance Company,

• Broker ,

Each entity has a unique number, a unique name, and a set of attributes that describe it.

• Examining Company,

• Exam Order,

• Lab,

• Test Type,

• Questionnaire.

Page 5: Insurance Physical Services

Examining Company has a network of independent Examiners who performed paramedical exam on prospect Client of Insurance Company. Examiner gathers specimen from Client, and passes it to the Lab for testing. Lab then passes the test results directly to Insurance Company underwriters for risk assessment.

IPS has contracts with multiple Examining Companies, each of which has contracts with multiple Insurance Companies. We keep track of the different Insurance Companies that each Examining Company has contract with. We also store the general information of Examining Company like address for billing purposes.

Page 6: Insurance Physical Services

An Agent may represent multiple Insurance Company through Brokers by contracts. Client purchases insurance policy from Agent, who then submits Exam request of Test Types based on the policy purchased to IPS along with Client’s information for medical evaluation. IPS then assigns Client to an Examiner according to the Exam requested. A Client may be recommended by multiple Agents.

IPS stores each Client’s personal information such as name, social security number, policy requested, address, phone number, and birthday. IPS also keeps track of the completed and uncompleted Test Types that requested for the Clients. In addition, IPS tracks Client status, Examiner assignment, Exam schedule, Agent success rate, and billing in order to maximize efficiency and profit.

Page 7: Insurance Physical Services

INSURANCECOMPANY

EXAMINING COMPANY

BROKER

EXAMORDER

AGENT

CLIENT

EXAMINER

PAYS

AFFILIATESWITH

DESINATES

CONTRACTS

SOLD POLICY TO

IS GIVEN TO

IS ASSIGNED TO

(1,M)

(1,N)

(1,M)

(1,N)

(1,N)

(1,1)

(1,M)

(1,N)(1,M)

(1,N)

(1,N)

(1,1)

(1,N)

(1,1)

UNDERWRITER

d.c.

TEST TYPE

CAN BECONDUCTED

BY

INCLUDES

(1,N)

(1,1)

(1,N)

REQUESTS

(1,N)

(1,1)

(0,N)

QUESTIONNAIRE

WRITES

SENDS SAMPLE TO

LAB

REVIEWSPERSON

REVIEWS REPORT

Page 8: Insurance Physical Services

• Improves data accessibility

• Allow data monitoring and query

• Marketing, Human Resources and Profitability Analysis

• Efficiency in information entry, retrieval and processing

Page 9: Insurance Physical Services

10-26Revises EER Diagram Due

10-22DP Review I

10-25

- EER Feedback

- Contacts Silvia for revising EER diagram

11-4

- Relational Design Begins

-Proposes & selects queries

11-11

- Client feedback on suggested queries

- Queries Finalizes

11-13

- Quantitative analysis on queries

- Revises Relational design

11-15

- Revises EER diagram

- Relational design finalizes

11-16

- finalizes 5 queries with analysis

- Presentation slide ready

11-18DP Review II