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(1)C2L BIZ Solutions Pvt. Ltd. MicroSys. Company's Name: Software's Name: Previous RFI ITEMS Contact information of the person who fills the questionnaire:. FREE ANSWERS / DESCRIPTIONS / COMMENTS. CHOICE LISTS. Mangesh Vaitla Executive Director & Co-Founder mangeshv@c2lbiz.com +91 9821511828 Since Inception. Name Position e-mail address Phone number Since when are you working with this institution?. COMPANY PROFILE Contact Details www.c2lbiz.com Unit No.431, 4th Floor, F-Wing, Solaris-I, Saki-Vihar Road, Andheri (E), Mumbai-400072. URL Postal address Country. India. Region. South_Asia. Fax number Sales representative. Mangesh Vaitla, (email ID: mangeshv@c2lbiz.com, Mobile: +919821511828). Technical manager. Bhavesh Lalan, (email ID: bhaveshl@c2lbiz.com, Mobile: +91-9870204753. Established since Status Main shareholders (with % of shares) Turnover and Results last 3 financial years. nov-07 Limited_liability_company. Company's turnover Turnover linked to healthinsurance activity Company's net profit Profit link to microfinance activity. Staff Whole company staff. 90+.

(2) 80+ 4 10+ 20+ 60+ 6. Core Insurance / health insurance Systems Staff Sales & marketing CBS staff Implementation & training CBS staff Technical support CBS staff Product development CBS staff Management & administration CBS staff Other. Other software systems / services that your company provides SymbioSys New Business System, Symbiosys Underwriting Engine, SymbioSys e-App (for electronic data capture), SymbioSys Distribution Management System, SymbioSys Sales Tool (Mobile based insurance sales enabler), SymbioSys Claims Management System, SymbioSys Technology Solution Accelerator (Framework) Custom Develeopment (Portals (Agency and Customer), Operation Data Store (ODS), High End consultancy, Support Engagements. Systems. Services. Has your company set up partnerships for the healthinsurance market? with health insurance Institutions?. YES. with Resellers?. NO. with Consulting companies?. YES. with NGO's?. NO. with other type of institutions?. YES. Main evolutions since 3 years. Launched 8 IPs and incorporated 4 subsidiary companies across US and Asia Pacific. Trends for next 3 years. Special Focus on Health and General insurance along with ongoing focus on Life insurance and more geographical coverage in Asia Pacific. SOFTWARE OVERVIEW. MicroSys. Software versions Date of 1st release Number of releases Latest version number Number of installations latest version. mrt-09 2 2 1.

(3) 1 mrt-11. Number of installations previous version Date of last released version Date of next release (if already planned) Average release frequency Patches and updates integration tool FTP server for patches download. Type of institutions targeted Commercial Insurers. YES. Hospitals. NO. Community Based/Mutual model Full Service Model Partner - Agent Provider - driven Non-profit Organizations. NO. Others. NO. Market references Number of operating clients in 2010/2011/2012. 2. Lowest and highest number of branches within health insurance clients. NA. Average number of branches per client. NA. Lowest and highest nb of accounts handled within clients Number of health insurance clients by country (2011). NA. Number of ongoing installations by country Number of clients in 2010/2011/2012 by type Commercial_Insurers Hospitals. 2 0. Community_Based/Mutual Model Full Service Model Partner - Agent Provider - driven Non-profit Organizations Other. Commercial offices (including resellers). 0 0.

(4) 7 India (3), Hong Kong (1), USA (1), Singapore (1), Malaysia (1). Number of commercial offices Location of commercial offices. Support center (including resellers) 7 India (3), Hong Kong (1), USA (1), Singapore (1), Malaysia (1) 20+. Number of support centers Location of support centers Support center staff (number of people) Hotline. by telephone. English. Support in which languages Technical documentation available. YES. User documentation available. YES. User club existence. NO. Main evolutions since 3 years Trends for next 3 years Forecast features under development for the software. YES. Further innovation in pipeline for health insurance market. YES. Outsourcing. NO. Will be shared later. Targeted new clients for next 3 years. According to you, who are your (3 main) competitors as health insurance software editor? Will be shared later Will be shared later Technology Platform Agnostic, Seamless Online-Offline capability, Immensly Configurable, Comprehenshive end to end system, Multilingual Interface. Current competitors Estimated future competitors. The five major strengths of your software Flexibility Consolidation / Possible network configurations Single PC. YES. Decentralised. YES. for offline. Decentralised with consolidation tool Centralised on line. YES. Centralised on line with off-line option. YES. Other. Technical Deployement of software Stand-alone. YES. for offline.

(5) Client/Server. NO. ASP. NO. Web Interface. YES. Multi-Tier. YES YES. from offline to online. Tracks clients at different levels (individual, group, village, branch, region, institution. YES. Tracks individual & group. Track current and historical client portfolio of loan officer / supervisor. NO. Delayed posting Tracking flexibility. Multiple branches or regions Mechanisms for separating information on an office basis. YES. Presentation of financial or statistical information by branch or region. YES. Ability to neutralize inter-branches transactions. NO. Multi institutions. YES. Maximum number of accounts handled by software Maintenance of indicator lists for selected data (like region list). YES. Is there any field that can be modified or added by user ?. NO. Multiple languages Technical documentation and user guides languages Languages available within software Can support languages on a user basis. YES YES YES NO. All messages are in the language of choice. YES. All screen information is presented in language of choice. YES. Multiple language support requires recoding (language is hardcode) or is intrinsic to the system (language is parameterized). YES. Statements can be in different languages? If yes, possibility to allocate a language to a client ?. NO. Ability to handle non roman scripts. YES. Multiple currencies Supports local currencies and foreign currencies. YES. Supports loan / deposits accounts and teller transactions in different currencies. NO. Supports foreign exchange exposure calculation facilities. YES. Language set configuration for an entire implementation.

(6) Handles maintenance of value accounts and other inflationary risk mitigation functions. NO. Possibility to add a currency. YES. Rounding Rounding per currency to fit cash constraints (5, 10, 50, 100, …), possibility to set it up by product. NO. Rounding of installment amounts (Principal + interests). NO. Provision Calculation set by ageing rules and product type. NO. Calculation modes (total outstanding, past dues only, ...). YES. Provision automatically calculated at disbursement. YES. FUNCTIONAL COVERAGE Beneficiary Management Enroll beneficiary or insured • Demographics. YES. • Financial information. YES. • Geographic information. YES. Capture of Insured information like Personal details, Contact details Questionnaire configurator to setup capture of Financial information. • Qualifying criteria (see qualifying conditions). NO. • Proof of identity. YES. • (e.g. national identification card, personal identification number, biometric information, photos). YES. • Medical history. YES. Questionnaire configurator to setup capture of Medical information history. • Current medical condition. YES. Questionnaire configurator to setup capture of Current Medical information. Assign insured to a PCP or primary care unit. NO. • insured identifier. NO. • Provider identifier. NO. • Census. NO. • Benefit class. NO. • Benefit plan. NO. • Physical proximity (e.g. work or home). NO. • List of available providers. NO. • Family relationships. NO. • Maximum number of insured to which a provider can attend. NO. Capture of required set of documents.

(7) Eligibility inquiry by provider. YES. • Insured identifier. YES. • Provider identifier. YES. • Benefits class. YES. • Benefit plan. YES. • Encounter date. YES. • Insured accumulator. YES. • Demographic criteria. YES. • Clinical criteria. YES. Eligibility inquiry by insured. YES. • Insured identifier. YES. • Benefits class. YES. • Benefit plan. YES. • Date of inquiry. YES. • Demographic criteria. YES. Pre-authorization. YES. • Insured identifier. YES. • Provider identifier. YES. • Benefits class. YES. • Benefit plan. YES. • Clinical information. YES. • Supporting documents. YES. • Treatment plan. YES. • Fee schedule. YES. • Diagnosis. YES. Provider Management. YES. Register/empanel provider. YES. • Provider license. YES. • Physical proximity. YES. • Qualifying criteria. NO. • Maximum number of insured to which a provider can attend. NO. • (i.e., level of services available based on staff). NO. Can provide Web service to obtain the required information. Can provide Web service to obtain the required information. Capture of Pre-Auth request and handling the subsequent processing. Provision to capture the Memorandum of understanding with the Provider with the agreed rates for various services.

(8) • Provider type (doctor, hospital, health center, pharmacist, etc.). YES. • Provider banking information (e-payment). YES. Provider agreement • Provider identifier. YES. • Privacy restrictions. NO. • Fee schedule. NO. • Previous agreement/ contract. YES. • agreement template. YES. • Region of the provider (there may be rural differentials in the fee schedule) • Specialty of the provider (there may be a difference in fee amount based on the specialty). YES YES. Premium collection Premium collection. YES. • List of insured. YES. • Insured identifier. YES. • Sponsor classification (i.e., company, government). NO. • Benefit class. NO. • Premium rate. YES. • Payment status (arrears, current). NO. • Eligibility status. NO. Claims Management Claims Processing • Claim. YES. • Insured identifier. YES. • Adjustments. YES. • Voids. NO. • Benefit plan. YES. • Re-submitted claims. YES. • Claims-related policies. YES. • Pre- authorization match. YES. • Eligibility status. YES. • Benefit class. NO. • Insured accumulators. NO. Ability to collect Premium against the Policy.

(9) • Co-insurance. NO. • Copayments. YES. • Deductibles. YES. • Fee schedule. NO. • Provider identifier. YES. • Provider accumulators. NO. Claims Status inquiry • Claim identifier. YES. • Insured identifier. YES. • Provider identifier. YES. • Encounter date. YES. Claims dispute and appeals • Claim identifier. NO. • Insured identifier. NO. • Provider identifier. NO. • Claim information. NO. • (e.g., encounter date, claim number). NO. • Dispute notes. NO. Claims adjustment and voids • Claim identifier. NO. • Insured identifier. NO. • Provider identifier. NO. • Claim information. NO. • (Encounter date, claim number). NO. • Claim adjustment amount. NO. • Increase of claim payout. NO. • Decrease of claim payout. NO. • Void. NO. Accounting Payment to providers • Financial transactions from accounts payable and receivable GL. NO. • (approved claim, adjusted claim, void claim). NO.

(10) • Capitation list. NO. • Summary of current outstanding premiums. NO. • Summary of premium amounts received to date. NO. • Summary of subsidy received from national/regional government agencies. NO. • Summary of subsidy to be received. NO. • Interest from investments. NO. Accounts receivable • Summary of current outstanding premiums. NO. • Summary of premium amounts received to date. NO. • Summary of subsidy received from national/regional government agencies. NO. • Summary of subsidy to be received. NO. • Interest from investments. NO. Accounts payable • Summary of provider payments paid to date. NO. • Standard business operations (non-claim related) (e.g., utilities, consulting services, vendors). NO. • Premium refunds. NO. • Miscellaneous claims (e.g., those lost on appeal). NO. Reporting Existing operational reports. NO. Existing financial reports. NO. Existing management reports. NO. Regulatory authority reporting (Central Bank) configurable. NO. Microinsurance Key Performance Indicators. NO. User defined reports. NO. Possibility to perform trend analysis / comparisons (i.e. this month vs last month, payment performance analysis ...). NO. Export utility (Word, Excel, other format,…). YES. Customized statistics. NO. Additional functionalities Payment cards. additional module. Check management. additional module. Payment services (bills, utility management). additional module.

(11) Money exchange service. additional module. Credit scoring Customer relationship management HR administration Batch transfer functionality Other products and services. EASE OF CONFIGURATION Configurator exists. YES. Parameterization steps. YES. Calendar (holidays / working days). YES. Configuration printing. YES. Configuration interface/ergonomy. NO. Possibility to replicate the configuration from one system to another. YES. SECURITY Audit Audit methodology. YES. Unique teller identification number. YES. Traceability of products parametrization. YES. Traceability of connections - loggings. NO. Traceability of transactions. YES. Identification Users profiles (roles and privileges). YES. Activate / deactivate a user. YES. J2EE, Spring Hibernate. Technology used. Accountability by transaction. NO. by consultation. NO. data collected in log file. NO. Backup management Using an external tool. YES. Internal tool: specify whether manual or automatic. NO. Integartion Required.

(12) Automatic recovery tool. NO. Data protection on database. YES. between remote stations. NO. on external floppies and backup cartridges. NO. TECHNICAL ARCHITECTURE Server requirements Windows Server, Linux Need more information for sizing Need more information for sizing Need more information for sizing. Operating system Minimal configuration for 15.000, 50.000, 100.000 clients Optimal configuration for 15.000, 50.000, 100.000 clients Size of server application for 15.000, 50.000, 100.000 clients. Network requirements V LAN for online, HTTP/S for offline. Describe the usual configuration Protocol. Internet TCP/IP. Database independent and hence can work with any RDBMS Database independent and hence can work with any RDBMS Database independent and hence can work with any RDBMS. Database requirements Supported native databases ODBC, JDBC. Workstation Windows Server, Linux Need more information for sizing Need more information for sizing Need more information for sizing. Operating system Minimal configuration Optimal configuration Size of client application. Existing interface Yes, ability to interface using these methods Web service. Excel, Word, text formats (TXT, CSV) Other. Software J2EE. Programming language Open source. YES. Other integrated tools. PLANNING, TRAINING AND BUDGET System implementation Implementation methodology. YES.

(13) Describe how you build capacity at your client to replicate implementation of one branch to other branches by itself Installation & training partners (please indicate installation and training languages where appropriate). Application Upgrade Done by C2L BIZ itself in English language. Average implementation time (from contract signature to service launch). Need more information to provide ball park time. Quickest implementation. Will be shared later will be shared later. Longest implementation Guarantee period. YES. Installation CD ROM available. NO. AMC based upgrades available. Software update procedure. Training User training. YES. Train the trainer approach and the time is in range of 2-4 weeks. Cost will be shared later. If yes, how long? Who? Cost System administrator training. YES. Train the trainer approach and the time is in range of 2-4 weeks. Cost will be shared later. If yes, how long? Who? Cost Training local IT specialist. YES. Train the trainer approach and the time is in range of 2-4 weeks. Cost will be shared later Need more information. Will be shared later. If yes, how long? Who? Cost Cost of programmer man-days for customization. System pricing License (basis, range cost) License expiry. YES. Assistance included in the initial license cost. Need more information. Will be shared later Need more information. Will be shared later Need more information. Will be shared later. Average cost of installation, with standard training included (% license). Need more information. Will be shared later. Additional modules (not included in the standard software) - List features. Need more information. Will be shared later. Annual maintenance fee (basis, range, % license) Cost per transaction (basis, range). COMMENTS, NOTES Questions Comments.

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