Testing and Certification implementation cycle

Testing and Certification

implementation cycle

Lloyd Chumbley

ACORD

Lloyd Chumbley – ACORD

Phil Brown - ACORD

Phil Brown

Project Manager, ACORD

Email: [email protected] • Phone: 044-20-76176402

Why the Testing & Certification Facility

Why the Testing & Certification Facility

• Ease of use

• Encourages iterative testing

• Encourages iterative testing

• Single source for testing all ACORD messages

R lit t d d id l

• Reality vs. standard ideals

• Ensures compliance when stricter rules apply

(Market Segments Implementation Guides) (Market Segments, Implementation Guides)

• Becomes a complete resource for all standard

implementations implementations

Two Types of Testing

Two Types of Testing

• Business Message Testing

• Only Validates the Business Message Only

• Only Validates the Business Message Only

• Universal Message Validation

• Applies to LAH and PCS todayApplies to LAH and PCS today

• Business Process Testing

• Includes Business Message Testingg g

• ACORD Message Service

• Web Service Methodology Using SOAP

• Orchestrated Dialog Based on Guides • Only RLC today

What We Have to Test for Business

Message Testing

Message Testing

ACORD Basic Schema Certification

CO l

ACORD Basic Schema Certification

Implementation Guides (against

message rules in _{Market Segment}

ACORD Rules (against full documentation) message rules in

Guides) (against additional Market Segment

Using TCF for Business Message Only

Using TCF for Business Message Only

• Web Page MethodWeb Page Method

• Direct from ACORD Portal

• Testing via Market Segment Portalg g

• Email Method

• Web Service Method (Not Yet)( )

• Should not be confused with Business Process Testing

Standard TCF Site

• All LAH Transactions & Guides

• Downloadable guides coming soon

• Multiple Versions Supported

• Interfaces with Certification Process

• All LAH Transactions & Guides

• Downloadable guides coming soon

• Multiple Versions Supported

• Interfaces with Certification ProcessInterfaces with Certification ProcessInterfaces with Certification Process

Automated Testing for Market Segments

Sample Results from TCF

LAH Testing & Certification Facility Plan

LAH Testing & Certification Facility Plan

• Improved TCF Interface

• DTCC Attachment Service Active Now

• DTCC Attachment Service Active Now

• First 6 Transactions ready for member testing

soon soon

• Adding 2 Guides for test by end of 2009

Add Partners like MIB & Astute S A by end of

• Add Partners like MIB & Astute S.A. by end of 2009

• All Guides and Transactions by Spring 2010

What We Have to Test for RLC

ACORD Basic Schema Certification

CO l

ACORD Basic Schema Certification

Implementation Guides (against

message rules in _{Market Segment}

ACORD Rules (against full documentation) Business Process Testing message rules in

Guides) (against additional Market Segment

restrictions) Testing

RLC usage

RLC usage

• Cut and paste method – testing only

• Business Process method live since Jan 2008

• Business Process method live since Jan 2008

• Only way RLC certification is given

• TCF acts as a “dummy business partner”

• TCF acts as a dummy business partner

• Predefined set of test messages and processes need to be successfully performed

• UMV and Business Process use same rules

• Business Process adds

• Compliance with AMS (now) – AWSP (future)

• Checking of processes – manual (now), automated (f t )

First – application form completed

First application form completed

Backoffice: Technical accounting

Infrastructure

Able to send/receive using ACORD Messaging Service guidelines ;

Dataset

Complies with EBOT dataset and rules ;

Process flows • TechAccount

o Able to send (or receive) TechAccount message ; o Able to send (or receive) TechAccount message ; o Able to receive (or send) Acknowledgement message

ƒ Accept ;

ƒ Reject ;

ƒ Query (optional for certification) ;

• Able to process corrections

o Cancel and cancel/replace of techaccount / p ; Types of transaction (at least one of below required for certification)

• Premium account ;

• Balance of account ;

• Claim account ;

Also includes technical connectivity details

Then – Test plan confirmed

Then Test plan confirmed

Then certification is done

Then certification is done

• ACORD staff member designated to support

test/certifIcation session test/certifIcation session

• Test window agreed

• Can be primary sender or receiver

• Can be primary sender or receiver

• Either receive, validate and respond, or

• Send (based on templates) and validate responsesSend (based on templates) and validate responses

• Typically certification takes elapsed time of 1-2 weeks

AIM OF CERTIFICATION

AIM OF CERTIFICATION

• Aim is for certification to mean that applicant system is fully compliant with published

system is fully compliant with published standard

• Its relied upon by business partners – andIts relied upon by business partners and often included in RFP’s to solution providers

Why – RLC standards include process

Why RLC standards include process

RLC TCF - what’s next

RLC TCF what s next

Volumes of certifications increasing

R hlik i iti ti ll t ith

• Ruschlikon initiative - all partners either certified or in process

London

• London

• Lloyd’s Exchange – Placing messages

• E accounting

• E-accounting

• USA Reinsurance market implementation

meetings meetings

Two Blue Hill Plaza 3rd _Floor Pearl River, NY 10965 USA USA +1 845 620 1700 London Underwriting Centre Suite 1/3 3 Minster Court Mincing Lane Mincing Lane London EC3R 7DD United Kingdom +44 (0)20 7617 6400