Guide Wire Education Claim Center Course Catalog

Guidewire Education: ClaimCenter Course Catalog A Description of ClaimCenter Courses Available From Guidewire Education

Guidewire Education: ClaimCenter Course Catalog

© 2009 Guidewire Software, Inc. All rights reserved. 1

Table of Contents Overview ....................................................................................................................................................... 2

Public vs. Private Course Delivery ......................................................................................................... 3 ClaimCenter Courses .................................................................................................................................... 4

ClaimCenter 5.0 Courses ........................................................................................................................ 4 ClaimCenter 5.0 – Update Courses ........................................................................................................ 4 ClaimCenter 4.0 Courses ........................................................................................................................ 6 ClaimCenter Reporting Courses ............................................................................................................ 6

Course Descriptions ...................................................................................................................................... 7 ClaimCenter 5.0 Introduction .................................................................................................................. 8 Configuration Fundamentals ................................................................................................................ 13 ClaimCenter 5.0 Application Configuration ........................................................................................ 18 ClaimCenter 5.0 Application Integration ............................................................................................. 23 ClaimCenter 3.1 to 5.0 Configuration Update ..................................................................................... 27 ClaimCenter 3.1 to 5.0 Integration Update .......................................................................................... 30 ClaimCenter 4.0 to 5.0 Configuration Update ..................................................................................... 34 ClaimCenter 4.0 to 5.0 Integration Update .......................................................................................... 37 ClaimCenter 4.0 Introduction ................................................................................................................ 40 ClaimCenter 4.0 Configuration ............................................................................................................. 45 ClaimCenter 4.0 Integration .................................................................................................................. 53 ClaimCenter 4.0 Reporting .................................................................................................................... 56 ClaimCenter 5.0 Reporting .................................................................................................................... 60 About Guidewire .................................................................................................................................... 64



Overview This document is intended to help Guidewire customers and partners learn about the courses available for the ClaimCenter product through Guidewire Education. This document includes the following information for each course:

• Maximum number of students that can be enrolled in a course with one instructor • Length of each course (in Days) • Identification of which courses should be taken by students based on their job role (Business

Analyst, Configuration Developer, Integration Developer). Note that courses that are appropriate for the Business Analyst can also be attended by Business users that may be providing subject matter expertise on a project

• Detailed descriptions for each course The maximum student enrollment number has been determined by Guidewire to be the limit for one instructor to teach a class. This limit has been determined based upon the time required for the instructor to assist students with their exercises and to answer questions posed by the students. We have determined that when the class size is larger, there is a substantial degradation to the learning experience, and less material can be covered during the allocated timeframe for the course. If the number of students needs to exceed the maximum for the class, we recommend either adding an instructor to the class or scheduling two separate classes. All Guidewire courses are delivered in a lecture/lab format. During lectures, the instructor discusses and demonstrates the relevant features. During labs, students have the opportunity to answer questions, work with the product, and in some cases configure the base application or create integration points. Electronic copies of all lecture and lab materials are available to the students during the course through the Guidewire Education Portal (http://edu.guidewire.com). Guidewire Education provides customers with the same education materials used to train its own employees.



Public vs. Private Course Delivery Guidewire Education provides two options for training:

• Private Delivery: Courses are delivered onsite at a Customer or Partner location • Public Delivery: Courses are offered periodically at Guidewire Headquarters where enrollment is

open to Customer and Partner employees. Private courses are convenient when a Customer or Partner has several employees they would like to get trained at the same time. Public courses provide a lower cost option when only one or two staff members need to be trained. Guidewire Education publishes brochures for public training periodically. These brochures are posted on the Customer Support Center Portal (http://portal.guidewire.com) and also available through your Guidewire Services Account Manager, Partner Alliances Manager, Customer Support Partner, or by sending an e-mail to [email protected]. To schedule a private training class, please contact your Guidewire Services Account Manager or Partner Alliances Manager. Requests can also be forwarded to [email protected].



ClaimCenter Courses ClaimCenter 5.0 Courses The following courses should be taken by individuals that are new to the Guidewire ClaimCenter product. These courses are included as part of the implementation project to provide the customer team with the training they will need to effectively implement the ClaimCenter product.

Course Name Maximum Students Days

Business Analyst

Configuration Developer

Integration Developer Prerequisite Course Name

ClaimCenter 5.0 Introduction 20 4 Suggested Suggested Suggested None

Configuration Fundamentals 8 4 Suggested Suggested ClaimCenter 5.0 Introduction

ClaimCenter 5.0 Application Configuration 8 4 Suggested Optional Configuration Fundamentals

ClaimCenter 5.0 Application Integration 8 4 Suggested Configuration Fundamentals The Configuration Fundamentals course is the same across all Guidewire products. It does not need to be repeated if it has already been taken as part of the training for ClaimCenter 5.0 or BillingCenter 2.1.

ClaimCenter 5.0 – Update Courses The following courses have been provided for customers who have staff that are already experienced with implementing and maintaining an earlier version of the ClaimCenter product (ClaimCenter 3.1 or 4.0), but need to gain experience with how to perform configuration and integration tasks in ClaimCenter 5.0 which they are implementing as part of an upgrade project. Ideally, the students enrolled in these courses will have at least one year of recent experience performing configuration or integration tasks on the customer’s implementation of ClaimCenter. These courses are not recommended for Business Analysts or customer staff that does not have the minimum required experience with the ClaimCenter product and the Customer’s implementation. Those resources should take the appropriate courses listed under the full ClaimCenter 5.0 training.



For Customers on ClaimCenter 3.1 that are upgrading to ClaimCenter 5.0:


Business Analyst



ClaimCenter 3.1 to 5.0 Configuration Update 10 8 Suggested Suggested ClaimCenter 3.1 Configuration

ClaimCenter 3.1 to 5.0 Integration Update 10 4 Suggested

ClaimCenter 3.1 Integration and ClaimCenter 3.1 to 5.0 Configuration Update

For Customers on ClaimCenter 4.0 that are upgrading to ClaimCenter 5.0:


Business Analyst



ClaimCenter 4.0 to 5.0 Configuration Update 10 5 Suggested Suggested

ClaimCenter 4.0 Application Configuration

ClaimCenter 4.0 to 5.0 Integration Update 10 3 Suggested

ClaimCenter 4.0 Application Integration and ClaimCenter 4.0 to 5.0 Configuration Update



ClaimCenter 4.0 Courses The following courses are for an older version of ClaimCenter. These should be taken by Customer staff that is new to the Customer project. If you are interested in courses available for previous versions of ClaimCenter, please contact your Services Account Manager, Customer Support Partner, or Partner Alliances Manager.

Course Name Maximum Students Days Business Analyst Configuration Developer Integration Developer

ClaimCenter 4.0 Introduction 20 4 Suggested Suggested Suggested

ClaimCenter 4.0 Application Configuration 8 10 Suggested First 5 Days Suggested

ClaimCenter 4.0 Application Integration 8 3 Suggested

ClaimCenter Reporting Courses The following courses are available for customers that are implementing the ClaimCenter Standard Reporting module. These courses provide training on how to design and implement reports using the InetSoft Style Report product against the ClaimCenter data model:

Course Name Maximum Students Days Report Developer

ClaimCenter 4.0 Reporting 8 5 Suggested

ClaimCenter 5.0 Reporting 8 5 Suggested



Course Descriptions The following pages include the course descriptions for the courses listed above.



ClaimCenter 5.0 Introduction Overview This course provides students with the knowledge of the features of ClaimCenter and the skills to create, modify, and manage claims in ClaimCenter. It provides students with an understanding of the ways in which customers can configure ClaimCenter functionality to meet business requirements and knowledge of the common types of ClaimCenter integrations with legacy or third-party products. The course also serves as the first training step for students who will write detailed requirement specifications for ClaimCenter configuration and integration and for those students who will be performing the configuration or integration. Objectives After completing this course, students will be able to:

• Complete common end-user tasks using the base application • Describe the features available in ClaimCenter • Describe, in a non-technical manner, the ways in which customers can configure ClaimCenter • Describe, in a non-technical manner, the common types of integrations between ClaimCenter and

legacy or third-party products This course does not provide students with the ability to configure, integrate, or create technical specifications for ClaimCenter. However, it serves as solid foundation for ClaimCenter technical training. This course content is subject to change and the instructor may tailor the lessons or order of lessons to the needs of a specific group of students. Duration The course is 4 days long.



Audience and Prerequisites This course is designed for several types of students:

• Managers and other people who need to develop an understanding of ClaimCenter features and its configuration and integration capabilities.

• Business analysts, configuration consultants, and integration programmers as the first step in their technical training.

To successfully achieve the objectives of the course, each student should be able to:

• Learn to use new software applications and discuss various aspects of the screens, menus, and other functionality.

Course Materials Electronic copies of all lecture and lab materials are available to the students during the course through the Guidewire Education Portal. Guidewire Implementation Services provides customers with the same education materials used to train its own employees.



Agenda Day 1

Introduction to ClaimCenter ClaimCenter ClaimCenter Product Architecture ClaimCenter Implementation Tasks Course Outline The ClaimCenter User Interface Logging In Sections of the User Interface The Screen Hierarchy Editing Data Localization The Claim File The ClaimCenter Data Model The Claim File The Claims Process Business Perspective The Functional Perspective

Introduction to Claim Intake The Claim Intake Process Automated Claim Setup New Claim Validation The New Claim Wizard The New Claim Wizard Full Claims Quick Claims Incomplete Claims Assignment Assignment Basics Group Assignment User Assignment via Rules User Assignment via Users

Day 2 Contacts Contact Basics ContactCenter



Creating ClaimCenter Contacts Working with Contacts Activities Activity Basics Working with Activity Patterns Creating Activities Working with Claim Activities Working with Queued Activities Working with Your Activities Documents Document Basics Creating Documents Working with Documents Notes Notes Basics Working with Notes Exposures Review of the Claims Process Exposure Basics Creating Exposures

Day 3 Reserves Reserve Basics Working with Reserve Lines

Adjudication Adjudication Basics Adjudication for Auto Claims Adjudication for Workers' Comp Claims The End of Adjudication Payments Payment Basics Creating Checks Viewing Claim Financials Closing Claims The Status Field Closing Activities Closing Exposures Closing Claims



Specialized Claim Processes Recovery Litigation Fraud Detection

Day 4

Permissions Permissions Assigning Permissions to Users The Security Dictionary Access Control Lists The Business Needs for Access Control Access Control Lists (ACLs) Security Profile Configuration Options Supervisors Supervisor Basics The Team Tab Objects That Require Attention Financials Approval Authority Limits Transaction Approval Rules Approving Transactions Reporting Using Lists as Reports ClaimCenter Standard Reporting Configuring ClaimCenter Overview of ClaimCenter Configuration The Data Model The User Interface The Business Rules The Integration Point



Configuration Fundamentals Overview This course provides students with the knowledge and skills required to successfully configure the fundamental features of Guidewire applications. This course is a prerequisite to all application-specific configuration and integration courses. Objectives After completing this course, students will be able to:

• Set up a Guidewire application, including:

o Starting and using Guidewire Studio, the Guidewire configuration application o Using the various editors available through Studio

• Configure the data model, including: o Using the data dictionary to identify appropriate business data o Creating or modifying custom data entities and properties o Creating typelists

• Configure the user interface, including creating and modifying: o Fields and their attributes o Detail views, list views, and toolbars o Cards and screens

• Identify the types of navigation and configure several types of navigation • Configure business logic, including:

o Creating and modifying functions o Creating pre-update rules o Testing functions and rules

• Configuring user interface features that can contain scripted logic, such as: o Performing data validation from an individual widget o Changing field values and/or appearance based on current business data

This course content is subject to change and the instructor may tailor the lessons or order of lessons to the needs of a specific group of students. Duration The course is 4 days long.



Audience and Prerequisites This course is designed for all developers who will be configuring or integrating Guidewire applications such as ClaimCenter, BillingCenter, and PolicyCenter. To successfully achieve the objectives of the course, each student should be able to:

• Read and use XML or another markup language such as HTML. • Program in a programming or scripting language such as C, C++, Java, or JavaScript to create

control structures such as if-then-else or loops, define variables, pass variables, access values in an array, and so forth.

• Use a relational database to define database tables, columns, and foreign keys.

Course Materials Electronic copies of all lecture and lab materials are available to the students during the course through the Guidewire Education Portal. Guidewire Implementation Services provides customers with the same education materials used to train its own employees. This course uses a simple application to provide students with a training environment for learning skills applicable to all Guidewire applications.



Agenda Day 1

Introduction to the Guidewire Configuration Guidewire Configuration Technology The Training Application Starting Guidewire Applications Guidewire Studio Introduction to the Data Model Data Model Introduction The Data Dictionary Using Dot Notation Entities Data Model Extensions Extending Base Entities Defining New Entities Deploying Data Model Changes Typelists Simple Typelists Type Key Fields Filtered Typelists

Day 2 The User Interface Architecture UI Framework PCF Editor Deploy UI Configuration Display Keys Display Key Usage Display Key Editor Detail Views View Panel : Detail Views Detail View Child Widgets Using Modes For Dynamic Layout Widget Configuration Panel References Containers Panel Ref Widget Pass Data To Child Widget Containers



Day 3

Card Views CardViewPanels & Cards Card Configuration Panel Reference On A Card Using Toolbars & Buttons With a PanelRef List Views View Panel : List Views List View Child Widgets List View Configuration Navigation What is Navigation? Locations and Screens Types of Locations Creating Navigation Widgets Creating Exit Points Creating Simple Popups Introduction to GScript Guidewire GScript Overview Using Expressions Using Statements Debugging GScript Studio Debugger Overview Common Debugging Functions Enhancements Introduction To GScript Enhancements ContactAddresses: A Simple Entity Enhancement Annotations

Day 4 Business Rules Business Rules Overview Create A Simple Rule Reacting to Widget Changes Reflecting Changed Data Dynamic Widget Display Converting Displayed Data ClaimCenter Configuration



PolicyCenter Configuration BillingCenter Configuration (NOTE: There are three versions of this lesson - one for each product. In any given delivery, the only version delivered is the one pertaining to the students' target application.) Application Data Model Application User Interface Application Rules Importing Data Into the Application

Special Topics

The normal course length does not provide sufficient time to cover the following topics, but we recognize that these are of interest to certain customers. If a customer has a strong interest in these topics, arrangements can be made in advance to skip other topics to make time to cover these topics.

Installation and Setup Using Third-Party Products Installing the Guidewire Application Software Setting Up the Application Opening the Application Blocks Introduction To Blocks Blocks & Variable Scope Block Type Literals Field Validation Field Validators UI Validation Configuring Entity Names Entity Name Editor Editor Fundamentals



ClaimCenter 5.0 Application Configuration Overview This course provides students with the knowledge and skills required to successfully configure the application-specific features of ClaimCenter. The course assumes students know the fundamentals of configuration for any Guidewire product. The course focuses on the features specific to ClaimCenter which are configured in nearly all implementations. By the conclusion of the course, students should have an understanding of ClaimCenter sufficient enough that they can use the product documentation to learn how to accomplish more advanced configuration. This course does not cover integration. Integration of ClaimCenter is covered in ClaimCenter 5.0 Application Integration. Objectives After completing this course, students will be able to:

• Configure ClaimCenter-specific UI locations, such as the Claim tab and the New Claim Wizard • Configure ClaimCenter business rules, including: claim setup rules, assignment rules, validation

rules, exception rules, transaction validation rules, transaction approval rules, and approval routing rules

• Configure users, groups, and user-based functionality, including assignment and security • Establish connectivity between ClaimCenter and ContactCenter and configure contact-based

functionality • Configure the Line of Business model

This course content is subject to change and the instructor may tailor the lessons or order of lessons to the needs of a specific group of students. As mentioned in the course objectives section, this course does not cover integration. ClaimCenter integration is covered in ClaimCenter 5.0 Application Integration. Duration The course is 4 days long. Guidewire strongly recommends that students should attend this course immediately after Guidewire Configuration Fundamentals.



Audience and Prerequisites This course is designed for developers who will be configuring Guidewire ClaimCenter. To successfully achieve the objectives of the course, each student should be able to:

• Read and use XML or another markup language such as HTML. • Explain the structure of a relational database with regards to tables, columns, and foreign keys. • Program in a programming or scripting language (such as C, C++, Java, or JavaScript) and use

common scripting techniques (such as variables, if-the-else statements, loops, and function calls with parameters)

To successfully achieve the objectives of the course, each student should have taken:

• ClaimCenter 5.0 Introduction • Guidewire Configuration Fundamentals




Agenda Day 1

Location Groups Location Group Basics Location Group Configuration Page Configuration Wizards Wizard Basics Wizard Configuration Wizard Step Configuration Claim Setup Rules Claim Setup Basics Pre-setup Rules Segmentation Rules Workplan Rules Exposure and Activity Setup

Day 2 Users and Groups Users Groups Assignment Rules Assignment Overview Common Assignment Methods Dynamic Assignment Testing Assignment ContactCenter Contact Basics ClaimCenter/ContactCenter Integration Extending the Contact Entity Linking Configuration Syncing Configuration Contact Roles Categorizing Contacts Contact Roles Contact Role Type Constraints Entity Role Constraints ClaimContact Widgets



ClaimContact Widget Basics Configuring ClaimContact Widgets

Day 3 Line of Business: Typelists Line of Business Model The LOB Editor LOB Model Configuration Line of Business: UI Configuration LOB Model and the User Interface Configuring Exposure Types Validation Rules Review of Validation Techniques Review of Validation in the Claims Process Validation Rules

Day 4 Security Review of ClaimCenter Security System Permissions The Perm Object Application Permission Keys Claim History Claim History Basics Writing Events to Claim History Exception Rules Exception Rules Preventing Repeated Actions Introduction to Transaction Rules Transaction Basics Transaction Data Model Transactions and GScript The Financial Calculations Library Transaction Validation Rules Transaction Validation Basics Transaction Validation Rules Transaction Approval Rules Transaction Approval Basics Transaction Approval Rules



Approval Routing Rules

Special Topics

The normal course length does not provide sufficient time to cover the following topics, but we recognize that these are of interest to certain customers. If a customer has a strong interest in these topics, arrangements can be made in advance to skip other topics to make time to cover these topics.

Document Templates Document Template Basics Document Template Configuration Localisation Localisation Basics Locales Multiple Display Key Sets Regions and Zones Multicurrency Multicurrency Basics Multicurrency Data Model Configuring Multicurrency



ClaimCenter 5.0 Application Integration Overview This course provides students with the knowledge and skills required to successfully integrate ClaimCenter with external applications, including legacy systems. This course covers the following types of information:

• Data import and export with web services • How to integrate ClaimCenter with legacy or other software using plugins • Generating data from ClaimCenter events and messages

This course does not cover configuration. Configuration of ClaimCenter is covered in the ClaimCenter 5.0 Application Configuration course. Objectives After completing this course, students will be able to:

• Create GScript templates for formatting data from ClaimCenter • Write Java applications that utilize web services to extract data from ClaimCenter • Write, deploy and unit test Java plugins in ClaimCenter • Listen for specific events, generate messages with payloads and handle messages with plugins

This course content is subject to change and the instructor may tailor the lessons or order of lessons to the needs of a specific group of students. Duration The course is 4 days long. Guidewire strongly recommends that students should attend this course immediately after the Guidewire Configuration Fundamentals course.



Audience and Prerequisites This course is designed for developers who will be integrating Guidewire ClaimCenter with legacy systems or other third-party software. To successfully achieve the objectives of the course, each student in the course should:

• Understand the fundamentals of enterprise system integration • Possess at least one year of recent Java experience and be able to program in Java without

consulting a syntax chart or Java book • Have proficiency working with XML documents and scripting languages • Understand and be able to use a relational database to define database tables, columns, primary

keys and foreign keys • In-depth experience with a Java IDE (Integrated Development Environment) such as Eclipse • Have experience using certain J2EE technologies (JMS, JNDI) • Have experience with multi-tiered web-based applications


• ClaimCenter 5.0 Introduction • Guidewire Configuration Fundamentals




Agenda Day 1

Introduction to ClaimCenter Integration File Transfer Shared Database Schema Remote Procedure Calls (Web Services) Messaging GScript for Java Programmers Classes, Interfaces, Enums Generics Blocks (λ Expressions) Annotations and Interceptors Enhancements Bundles and Transactions The ClaimCenter Data Model The ClaimCenter Data Model

Day 2 Authentication Integration Authentication Overview User Authentication Source Creator Plugin User Authentication Service Plugin Database Authentication Plugin Claim Number Generator Plugin Claim Number Generator Overview Claim Number Generator Plugin Claim Number Generator Plugin Template Deploying Claim Number Generator Plugin Policy Search Plugin Policy Search Plugin Overview Typecode Mapper Utilities

Day 3 Document Management System (DMS) Integration Document Management Overview Document Storage Document-Related SOAP API Messaging Integration



Overview of Messaging Integration (Guidewire) Destination Messaging Plugins Event Fired Rules Holistic View of Messaging Integration

Day 4

Web Services API Writing and Publishing GScript Web Services Optional Web Service Publishing Options Committing Entity Data in Web Services Replacing and Augmenting Existing APIs



ClaimCenter 3.1 to 5.0 Configuration Update Overview This course provides students who are knowledgeable about ClaimCenter 3.1 configuration with the knowledge and skills required to successfully configure an instance of ClaimCenter 5.0. The course discusses configuration functionality which changed from 3.1 to 5.0 as well as configuration functionality that is completely new to 5.0. The course assumes students are skilled at ClaimCenter 3.1 configuration. Objectives After completing this course, students will be able to:

• Modify typelists using the new Typelist Editor • Configure the user interface using the PCF Editor and Display Key Editor • Configure ContactCenter integration and contact roles in 5.0 • Configure the Line of Business Model using the LOB Editor • Describe additional features and improvements added to ClaimCenter in the 5.0 release





• Have extensive experience with the configuration of a ClaimCenter 3.1 application




Agenda Section 1: ClaimCenter from a Business Perspective Introduction to ClaimCenter 5.0 Incidents and Data Model Extensions The New Claim Wizard Access Control Lists Supervisors Reporting Additional End-User Improvements Section 2: The Guidewire Platform Introduction to Guidewire Configuration Typelist Editor The User Interface Architecture Display Keys Detail Views Panel References Card Views List Views Navigation Debugging GScript Enhancements Reacting to Widget Changes Field-Level Validation Entity Names Section 3: ClaimCenter-Specific Configuration Users and Groups Location Groups Wizards Rules Execution Order and Intro to Assignment Rules User Assignment Rules Assignment Rules: Advanced Assignment ContactCenter Configuration Contact Roles ClaimContact Widgets LOB Configuration: Typelists LOB Configuration: User Interface Permissions Introduction to Transaction Rules Worksheets Outbound Emails Additional CC Configuration Improvements Section 4: Internationalization Localisation Multicurrency



ClaimCenter 3.1 to 5.0 Integration Update Overview This course provides students who are knowledgeable about ClaimCenter 3.1 configuration with the knowledge and skills required to successfully integrate an instance of ClaimCenter 5.0 with external systems. The course discusses integration functionality which changed from 3.1 to 5.0 as well as integration functionality that is completely new to 5.0. The course assumes students are skilled at ClaimCenter 3.1 integration. Objectives After completing this course, students will be able to:






• Have extensive experience with the integration of a ClaimCenter 3.1 application To successfully achieve the objectives of the course, each student should have taken:

• ClaimCenter 3.1 to 5.0 Configuration Update




Agenda

Day 1

Introduction to ClaimCenter Integration File Transfer Shared Database Schema Remote Procedure Calls (Web Services) Messaging Advanced GScript for Java5 Programmers Classes, Interfaces, Enums Generics Blocks (λ Expressions) Annotations and Interceptors Enhancements Bundles and Transactions The ClaimCenter Data Model The ClaimCenter Data Model

Day 2

Authentication Integration Authentication Overview User Authentication Source Creator Plugin User Authentication Service Plugin Database Authentication Plugin Claim Number Generator Plugin Claim Number Generator Overview Claim Number Generator Plugin Claim Number Generator Plugin Template Deploying Claim Number Generator Plugin Policy Search Plugin Policy Search Plugin Overview Typecode Mapper Utilities



Day 3 Document Management System (DMS) Integration Document Management Overview Document Storage Document-Related SOAP API Messaging Integration Overview of Messaging Integration (Guidewire) Destination Messaging Plugins Event Fired Rules Holistic View of Messaging Integration

Day 4 Web Services API Writing and Publishing GScript Web Services Optional Web Service Publishing Options Committing Entity Data in Web Services Replacing and Augmenting Existing APIs CC 3.1 to CC 5.0 Integration Highlights Authentication Soap Adapters Versus Plugins API Access Document Management Messaging Base Application Integrations Custom Pickers



ClaimCenter 4.0 to 5.0 Configuration Update Overview This course provides students who are knowledgeable about ClaimCenter 4.0 configuration with the knowledge and skills required to successfully configure an instance of ClaimCenter 5.0. The course discusses configuration functionality which changed from 4.0 to 5.0 as well as configuration functionality that is completely new to 5.0. The course assumes students are skilled at ClaimCenter 4.0 configuration. Objectives After completing this course, students will be able to:

• Modify typelists using the new Typelist Editor • Configure the user interface using the PCF Editor and Display Key Editor • Configure ContactCenter integration and contact roles in 5.0 • Configure the Line of Business Model using the LOB Editor • Describe additional features and improvements added to ClaimCenter in the 5.0 release





• Have extensive experience with the configuration of a ClaimCenter 4.0 application




Agenda

Section 1: Introduction and User Interface Introduction to ClaimCenter 5.0 The ClaimCenter 5.0 User Interface Section 2: Platform Improvements Accessing Resources Introduction to the Studio Editors Typelist Editor Display Key Editor PCF Editor - Basics PCF Editor - Advanced Common PCF Elements Additional PCF Configuration Labs GScript Editor Tips Enhancements Entity Names Editor Additional Platform Improvements Section 3: CC Configuration Improvements Location Groups Wizards Dynamic Assignment Contact Configuration LOB Editor - Typelists Additional CC Configuration Improvements Section 4: International Functionality Localization Multicurrency



ClaimCenter 4.0 to 5.0 Integration Update Overview This course provides students who are knowledgeable about ClaimCenter 4.0 configuration with the knowledge and skills required to successfully integrate an instance of ClaimCenter 5.0 with external systems. The course discusses integration functionality which changed from 4.0 to 5.0 as well as integration functionality that is completely new to 5.0. The course assumes students are skilled at ClaimCenter 4.0 integration. Objectives After completing this course, students will be able to:






• Have extensive experience with the integration of a ClaimCenter 4.0 application To successfully achieve the objectives of the course, each student should have taken:

• ClaimCenter 4.0 to 5.0 Configuration Update




Agenda

Day 1

CC 4.0 to CC 5.0 Integration Highlights Overall Changes GScript Plugins Messaging SOAP API Base Application Integrations GScript for Java Programmers Classes, Interfaces, Enums Generics Blocks (λ Expressions) Annotations and Interceptors Enhancements Bundles and Transactions

Day 2

Plugin Changes Plugin Deployment Plugin Configuration New Plugins Deprecated and Removed Plugins Other Plugin Changes Messaging Changes Message Plugin Deployment Message Plugin Configuration Message Destination Definition Other Messaging Related Changes

Day 3

Web Services API Changes Web Services API Changes Custom Web Services API with GScript



ClaimCenter 4.0 Introduction Overview This course provides students with the knowledge of the features of ClaimCenter and the skills to create, modify, and manage claims in ClaimCenter. It provides students with an understanding of the ways in which customers can configure ClaimCenter functionality to meet business requirements and knowledge of the common types of ClaimCenter integrations with legacy or third-party products. The course also serves as the first training step for students who will write detailed requirement specifications for ClaimCenter configuration and integration and for those students who will be performing the configuration or integration. Course Objectives

After completing this course, students will be able to: • Use the product, which includes completing common end-user tasks • List the features available in ClaimCenter • Describe, in a non-technical manner, the ways in which customers can configure

ClaimCenter • Describe, in a non-technical manner, the common types of integrations between

ClaimCenter and legacy or third-party products This course does not provide students with the ability to configure, integrate, or create technical specifications for ClaimCenter. However, it serves as solid foundation for ClaimCenter technical training. This course content is subject to change and the instructor may tailor the lessons or order of lessons to the needs of a specific group of students. Course Duration

The course is 4 days long.



Audience and Prerequisites

This course is designed for several types of students:

• Managers and other people who need to develop an understanding of ClaimCenter features and its configuration and integration capabilities.

• Business analysts, configuration consultants, and integration programmers as the first step in their technical training.

To successfully achieve the objectives of the course, each student should be able to:

• Learn to use new software applications and discuss various aspects of the screens, menus, and other functionality.

Course Methodology

Students learn the ClaimCenter functionality through a series of PowerPoint lectures and hands-on labs that require interaction with ClaimCenter. They also learn the ways in which the product can be configured and typical ways in which ClaimCenter integrates with legacy and other third-party products. Electronic copies of all lecture and lab materials are available to the students during the course. Guidewire Implementation Services provides customers with the same lecture materials and instructors as it uses to train its own employees. All Guidewire courses are designed and taught with adult learning principles in mind, including recognition that the students bring a variety of life experiences into the course, multi-sensory delivery, a focus on active involvement and problem solving, and relevance to their real-world needs. The instructional approach assumes a high degree of student motivation while accommodating different learning styles and paces.



Agenda Section 1: Course Introduction

1.1: Introduction to ClaimCenter ClaimCenter ClaimCenter Product Architecture ClaimCenter Implementation Tasks Course Outline 1.2: The ClaimCenter User Interface Logging In Sections of the User Interface The Screen Hierarchy Editing Data 1.3: The Claim File The ClaimCenter Data Model The Claim File 1.4: The Claims Process Business Perspective The Functional Perspective

Section 2: Claim Intake

2.1: Introduction to Claim Intake The Claim Intake Process Automated Claim Setup New Claim Validation 2.2: The New Claim Wizard The New Claim Wizard Full Claims Quick Claims Incomplete Claims 2.3: Assignment Assignment Basics Group Assignment User Assignment via Rules User Assignment via Users



Section 3: Cross-Process Entities 3.1: Contacts Contact Basics ContactCenter Creating ClaimCenter Contacts Working with Contacts 3.2: Activities Activity Basics Working with Activity Patterns Creating Activities Working with Claim Activities Working with Queued Activities Working with Your Activities 3.3: Documents Document Basics Creating Documents Working with Documents 3.4: Notes Notes Basics Working with Notes

Section 4: The Adjudication Process 4.1: Exposures Review of the Claims Process Exposure Basics Creating Exposures 4.2: Reserves Reserve Basics Working with Reserve Lines 4.3: Adjudicating Claims Adjudication Basics Adjudication for Auto Claims Adjudication for Workers' Comp Claims The End of Adjudication 4.4: Payments Payment Basics Creating Checks



Viewing Claim Financials 4.5: Closing Claims The Status Field Closing Activities Closing Exposures Closing Claims 4.6: Specialized Claim Processes Recovery Litigation Fraud Detection

Section 5: Management and Configuration 5.1: Permissions Permissions Assigning Permissions to Users The Security Dictionary 5.2: Access Control Lists The Business Needs for Access Control Access Control Lists (ACLs) Security Profile Configuration Options 5.3: Supervisors Supervisor Basics The Team Tab Objects That Require Attention 5.4: Reporting Using Lists as Reports ClaimCenter Standard Reporting 5.5: Configuring ClaimCenter Overview of ClaimCenter Configuration The Data Model The User Interface The Business Rules The Integration Points



ClaimCenter 4.0 Configuration Overview

This course provides students with the knowledge and skills required to successfully configure an instance of ClaimCenter. It is delivered in two parts:

• Part 1 of the course contains the material needed to either configure ClaimCenter or integrate it with third-party software including

o An introduction to the out-of-the-box ClaimCenter so that developers understand how the application works and how to test configuration change

o How to configure the functionality common to all Guidewire platform products: the data model, the user interface, and the rules written in scripting code

• Part 2 provides more advanced configuration information and techniques including o Dynamic user interface configuration, document template creation and

financials concepts o How to write assignment, validation and financials business rules o Practical configuration of different lines of business

This course does not cover integration. Integration of ClaimCenter is covered in the following course: ClaimCenter Integration Training. Course Objectives

After completing Part 1 of this course, students will be able to:

• Use the product, which includes: o Identifying and using out-of-the-box features o Testing configuration changes

• Configure the data model, which includes o Using the data dictionary to identify appropriate business data o Creating or modifying custom data entities and properties o Creating and modifying activity patterns o Linking and synchronizing contact records between ClaimCenter and

ContactCenter • Configure the user interface, which includes creating and modifying:

o Screens, tabs, and wizards o Menus and toolbars o Fields and sections of pages o Navigation



After completing Part 2 of this course, students will be able to:

• Using scripting to develop business practices, which includes: o Creating automated functions and dynamic UI behavior o Implementing claim and activity setup and assignment o Performing data validation o Automating reserve creation and payment approvals

• Managing security issues, including users, privileges, and roles • Automating document creation • Configuring dropdown menus using dynamic filters • Configuring application behaviors unique to each line of business

This course content is subject to change and the instructor may tailor the lessons or order of lessons to the needs of a specific group of students. As mentioned in the course objectives section, this course does not cover integration. ClaimCenter integration is covered in the ClaimCenter Integration Training course. Course Duration

This course is 10 days long and is taught in two weeks, stopping at noon on each Friday. Part 1 of the course is taught the first week and Part 2 of the course is taught the second or third week. When offering both the configuration and integration courses for ClaimCenter, you can schedule both classes within 3 weeks using the following schedule:

• Week 1 – Part 1 of the integration and configuration courses, attended by both configuration and integration students.

• Week 2 – Part 2 of the configuration course, attended by configuration students and, optionally, by integration students. The knowledge and skills provided by this section can be useful for integration but is not required for Part 2 of the integration course.

• Week 2 or 3 – Part 2 of the integration course, attended by only the integration students. Configuration students will not benefit from attending this course.


This course is designed for developers who will be configuring Guidewire ClaimCenter. To successfully achieve the objectives of the course, each student should be able to:

• Read and use XML or another markup language such as HTML. • Program in a programming or scripting language such as C, C++, Java, or JavaScript

to create control structures such as if-then-else or loops, define variables, pass variables, access values in an array, and so forth.

• Use a relational database to define database tables, columns, and foreign keys.



Course Methodology

Students learn the methods for configuring ClaimCenter through a series of lessons consisting of PowerPoint lectures, instructor demonstrations and student exercises. The majority of the lectures are followed by hands-on lab experiences where students are given business scenarios and each configures his or her own instance of ClaimCenter to meet the business need. This course focuses on the acquisition of skills needed for students to perform their role in a Guidewire implementation, including any necessary conceptual information. Electronic copies of all lecture and lab materials are available to the students during the course. Guidewire Implementation Services provides customers with the same course materials and instructors as it uses to train its own consultants. All Guidewire courses are designed and taught with adult learning principles in mind, including recognition that the students bring a variety of life experiences into the course, multi-sensory delivery, a focus on active involvement and problem solving, and relevance to their real-world needs. The instructional approach assumes a high degree of student motivation while accommodating different learning styles and paces.



Agenda Section 1: Product Overview (1 day)

01: Product Implementation An introduction to the ClaimCenter implementation 02: Product Installation Quick installation using a training installer Using Eclipse to configure and start ClaimCenter 03: Product Demo The claim intake process Adjusting claims Claims management 04: Product Usage Interacting with ClaimCenter’s UI

Section 2: The Data Model (1 day)

1: Data Entities Common data types Entity relationships The data dictionary 2: Extending the Data Model Adding entities Adding basic fields Adding foreign key fields 3: Typelists and Arrays Extending typelists Creating fields that use typelists Creating array fields 4: Activity Patterns Adding activities in the UI Activity fields Defining activity patterns 5: Contacts ContactCenter Contacts vs ClaimContacts



Contact syncing Extending contacts

Section 3: UI Configuration (2.5 days)

1: Introduction to Page Configuration Page Configuration Format (PCF) Taxonomy Modifying and Deploying UI elements The PCF Reference 2: Display Properties Display Keys Modifying PCF element text properties 3: Detail Views Detail View Basics Structuring a Detail View Atomic Widgets in Detail Views Referencing a Detail View 4: Containers Screens Referencing Panels Input Sets and Modes Card Views 5: List Views List View Basics Structuring a List View Atomic Widgets in List Views Referencing a List View 6: Toolbars Toolbar Functions Associating Toolbars to UI Elements Edit and Add/Remove Buttons on a List View 7: Locations and Navigation Types of locations Navigation methods Location Groups Location Entry Points Creating Navigation Widgets Page and Screen Basics Exit Points Menu Links



8: Forward and Worksheets Forward basics Worksheet basics 9: Range Elements Displaying Arrays in dropdowns 10: Popups Popup behavior Creating Popups Creating Array Records Via Popups 11: New Claim Wizard Use cases for modifying the NCW The NCW PCF files and structure

Section 4: GScript and Studio (1 day)

1: GScript Syntax GScript basics GScript expressions GScript statements 2: Guidewire Studio and Resources Guidewire Studio Managed resources Implementing GScript functions 3: GScript Debugging Studio debugger use 4: Rules and Rulesets Purpose of rules Rule categories, rulesets and rules Managing rules in studio Rule execution and hierarchy 5: Exception Rules Exception rule basics Preventing repeated actions 6: Rule Triggers and Execution Flow Triggering rule sets Claim setup



Segmentation, assignment and workplan

Section 5: Assignment (1 day)

1: Users and Groups User properties Group properties Load factors 2: Security Roles and permissions Access control Defining sensitive claim access Using permissions in the UI 3: Assignment Rules Group and user assignment Assigning by location and group type Assigning by user attribute

Section 6: Advanced Configuration (2.5 days)

1: Document Templates Document creation Defining document templates 2: Typelist Filtering Static filters Dynamic filters 3: Claim Contact Roles Contact role constraints Creating new contact roles Creating contact pickers 4: Line of Business Line of business (LOB) hierarchy Modifying policy coverages Adding new exposure types 5: Validation Data type field validation UI level validation



Data validation levels Validation rulesets 6: Financials Financial terminology, values and concepts Configuring financials behavior Summary screen configuration Financials rulesets Process transactions and financials values in rules



ClaimCenter 4.0 Integration Overview

This course provides students with the knowledge and skills required to successfully integrate ClaimCenter with external applications, including legacy systems. This course covers the following types of information:

• Data import and export with web services • How to integrate ClaimCenter with legacy or other software using plugins • Generating data from ClaimCenter events and messages

This course does not cover configuration. Configuration of ClaimCenter is covered in the ClaimCenter Configuration Training course. Course Objectives

After completing this course, students will be able to:

• Create GScript templates for formatting data from ClaimCenter • Write Java applications that utilize web services to extract data from ClaimCenter • Write, deploy and unit test Java plugins in ClaimCenter • Listen for specific events, generate messages with payloads and handle messages

with plugins

This course content is subject to change and the instructor may tailor the lessons or order of lessons to the needs of a specific group of students. Course Duration

The course is 3 days long. When offering both the configuration and integration courses for ClaimCenter, you can often schedule both classes within 3 weeks using the following schedule:

• Week 1 with part 1 of the configuration course, attended by both configuration and integration students.

• Week 2 with part 2 of the configuration course, attended by configuration students and, optionally, by integration students.

• The integration course can be scheduled for the same week as part 2 of the configuration course or for week 3, attended by only the integration students. Configuration students will not benefit from attending this course unless their programming skills are strong enough to meet the prerequisites of the integration course.




This course is designed for developers who will be integrating Guidewire ClaimCenter with legacy systems or other third-party software. To successfully achieve the objectives of the course, each student in the course should:

• Have completed Part 1 of the ClaimCenter configuration course • Understand the fundamentals of enterprise system integration • Possess at least one year of recent Java experience and be able to program in Java

without consulting a syntax chart or Java book • Have proficiency working with XML documents and scripting languages • Understand and be able to use a relational database to define database tables,

columns, primary keys and foreign keys • In-depth experience with a Java IDE (Integrated Development Environment) such as

Eclipse • Have experience configuring and using a Java application server such as Tomcat

Course Methodology

Students review the techniques for integrating with ClaimCenter through a series of short PowerPoint lectures. The majority of the course is made up of hands-on lab exercises where students are given business problems and each student codes his or her own solution with an instance of the ClaimCenter to meet the business need. This course focuses on the acquisition of skills needed for students to perform their role in a Guidewire implementation, including any necessary conceptual information. Electronic copies of all lecture and lab materials are available to the students during the course. All Guidewire courses are designed and taught with adult learning principles in mind, including recognition that the students bring a variety of life experiences into the course, multi-sensory delivery, a focus on active involvement and problem solving, and relevance to their real-world needs. The instructional approach assumes a high degree of student motivation while accommodating different learning styles and paces.



Agenda Day 1: Data Extraction

1: Integration Overview An introduction to ClaimCenter integration concepts 2: Environment Setup Using Eclipse to configure and setup an integration project 3: GScript Template Pages Using GScript tags Embedding GScript templates in PCF files 4: Web Service APIs Data extraction using IClaimAPI Data extraction using IDataObjectAPI

Day 2: Plugins

1: Plugin Overview Review plugin architecture Plugin configuration and deployment 2: Claim Number Generator Exercise Using JUnit for testing plugins Hands-on plugin creation and deployment

Day 3: Events and Messaging, Other Integration Points

1: Events and Messaging Overview Event and Message creation Messaging transport process flow Configuring messaging destinations 2: HTML Messaging Exercise Using JUnit to test Messaging plugins Writing GScript rules for messaging Using GScript templates for payload generation Writing and deploying messaging plugins 3: Other Integration Points Calling Java classes from GScript Bulk Data Import



ClaimCenter 4.0 Reporting Overview

This course provides students with the knowledge and skills required to successfully configure the ClaimCenter standard reporting feature using InetSoft StyleReport Writer. Objectives

After completing this course, students will be able to: • Describe the Style Report data model • Execute common report administration tasks • Write and format reports using a variety of report types and displaying a variety of

data • Use advanced report features, such as binding reports to non-query elements,

parameters, drilldown, and scripting Duration

The course is 5 days long. Audience and Prerequisites

This course is designed for developers who will be configuring Guidewire ClaimCenter reports using the InetSoft tools. To successfully achieve the objectives of the course, each student should be able to:

• Read and use XML or another markup language such as HTML. • Explain the structure of a relational database with regards to tables, columns, and

foreign keys. • Program in a programming or scripting language (such as C, C++, Java, or

JavaScript) and use common scripting techniques (such as variables, if-the-else statements, loops, and function calls with parameters)


• ClaimCenter 4.0 Introduction Methodology

Students learn the methods for developing reports in ClaimCenter using the InetSoft Report Developer tools through a series of lessons consisting of PowerPoint lectures, instructor demonstrations and student exercises. The majority of the lectures are followed by hands-on lab experiences where students are given business scenarios and each configures his or her own report(s) against the ClaimCenter data to meet the business need. This course focuses on the acquisition of skills needed for students to perform their role in a



Guidewire implementation, including any necessary conceptual information. Electronic copies of all lecture and lab materials are available to the students during the course. Guidewire Implementation Services provides customers with the same course materials and instructors as it uses to train its own consultants. All Guidewire courses are designed and taught with adult learning principles in mind, including recognition that the students bring a variety of life experiences into the course, multi-sensory delivery, a focus on active involvement and problem solving, and relevance to their real-world needs. The instructional approach assumes a high degree of student motivation while accommodating different learning styles and paces.



Agenda

Course Introduction High Level Overview & Discussion on ClaimCenter Reporting Module Establishing the InetSoft Environment Developing and Configuring Reports Report Administration / Security Report Scheduling (Batch versus On-Demand Reports)

Introduction to SREE Data Model Style Report Data Model

Report Administration Basic Configuration Repository Scheduling Security Presentation & Optional Components

Style Report Designer Introduction to Style Reports v8 Report User Interface Report Elements Formatting

Crosstab Reports

Flow Reports Overview of Flow Reports Flow Reports vs. Tabular Reports

Reusable Components Beans Meta Templates

Advanced Data Binding Binding To Report Elements Grouping & Summarizing Display Options Data Ranking (Top/Bottom N) Named Groups

Parameters and Drilldowns Parameterized Reports Simple Parameter Sheets Staged Parameter Sheets



Hyperlinked Reports (Drilldowns)

Report Scripting Introduction to Scripting



ClaimCenter 5.0 Reporting Overview This course provides students with the knowledge and skills required to successfully configure the ClaimCenter standard reporting feature using InetSoft StyleReport Writer. Objectives After completing this course, students will be able to:

• Describe the Style Report data model • Execute common report administration tasks • Write and format reports using a variety of report types and displaying a variety of data • Use advanced report features, such as binding reports to non-query elements, parameters,

drilldown, and scripting This course content is subject to change and the instructor may tailor the lessons or order of lessons to the needs of a specific group of students. Duration The course is 5 days long.



Audience and Prerequisites This course is designed for developers who will be configuring Guidewire ClaimCenter reports using the InetSoft tools. To successfully achieve the objectives of the course, each student should be able to:

• Read and use XML or another markup language such as HTML. • Explain the structure of a relational database with regards to tables, columns, and foreign keys. • Program in a programming or scripting language (such as C, C++, Java, or JavaScript) and use

common scripting techniques (such as variables, if-the-else statements, loops, and function calls with parameters)


• ClaimCenter 5.0 Introduction




Agenda

Reporting Installation Configuring Reporting Permissions Introduction to Reports Introduction Report Generation Report Design & Configuration Report Administration Introduction to SREE Data Model Introduction to the Style Report Data Model Working with ClaimCenter Standard Reports Introduction Running ClaimCenter Reports Viewing ClaimCenter Reports Introduction to Report Administration Basic Configuration Repository Scheduling Security Presentation & Optional Components Understanding Report Security Introduction Reporting Security Framework Report Security InetSoft Report Designer Introduction Report User Interface Report Elements Formatting Cross Tab Reports Flow Reports Overview of Flow Reports Flow Reports vs. Tabular Reports Reusable Components Beans Meta Templates



Advanced Data Binding Binding To Report Elements Grouping & Summarizing Display Options Data Ranking (Top/Bottom N) Named Groups Parameters and Drilldowns Parameterized Reports Simple Parameter Sheets Staged Parameter Sheets Hyperlinked Reports (Drilldowns) Report Scripting Introduction To Scripting



About Guidewire Guidewire Software is a leading global provider of technology solutions to property and casualty insurance and workers’ compensation insurers. Guidewire delivers proven software to run core insurance operations, including billing, underwriting, policy administration, and claim management. The Guidewire Insurance Suite™ consists of Guidewire ClaimCenter®, Guidewire PolicyCenter®, and Guidewire BillingCenter®, which provide a modern, web-based platform for all lines of business. Guidewire is headquartered in San Mateo, California, USA, with offices in London, Munich, Paris, Sydney, Toronto, and Tokyo. For more information, please visit www.guidewire.com. © 2008 Guidewire Software, Inc. All rights reserved. Guidewire, Guidewire Software, Guidewire ClaimCenter, Guidewire PolicyCenter, Guidewire BillingCenter, Guidewire ContactCenter, Guidewire Insurance Suite, and the Guidewire logo are trademarks or registered trademarks of Guidewire Software, Inc. in the United States and/or other countries. WP-SVCXX-0508

Guide Wire Education Claim Center Course Catalog

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