Fields
ATE Blank Spacealpha
ATE On-Cover Date
Fee ATE Premium
ATE CancellationReason Option
10 No instructions from client
20 Poor Prospects of Success
30 Injury Less than £1000
40 Client has BTE Cover
50 Defendant is Uninsured
55 Defendant is Untraced
60 Admission & Not Recovered
70 Admin Error
ATE Cancelled Date
ATE CommissionMaths
IF {ATE Proceedings Notified.Code} = "Yes" THEN
result = 0
ELSE
IF {Claim Type.ATE Claim Type} = "R" THEN
result = 170
ELSE
result = 245
END
IF {Claim Type.ATE Claim Type} = "X" THEN
result = 0
END
END
ATE Cover RequiredOption
ATE DefendantMaths
IF {TP Owner (First).Name} > "" THEN
result = {TP Owner (First).Name}
ELSE
result = "To be obtained"
END
ATE Insurance CodeAlpha HAYWARDBAKER
ATE Insurance StatusOption
Not applicable
20nsurance Required
30 Insurance Requested
40 Insurance Obtained
50 Policy Cancelled
60 Premium Paid
99 No Policy Required
ATE Insurance Status Date
ATE InsurerCorresp ATE
ATE Policy NumberAlpha
ATE ReferenceMaths
v-fe = {Fee Earner.Initials}
v-case = {case.key}
v-slash = "/"
result = v-fe + v-slash + v-case
ATE Request Policy MathsMaths
IF "" > "X" AND {File closed.Date} = "" AND {Profit Cost Bill Date.Date} = "" AND {BTE Insurer.Name} = "" AND {Client.Name} > "" AND {Case Status.Code} > "D" AND {Case Status.Code} > "99" THEN
PUT( "30" , {ATE Insurance Status.Code} )
PUT( TODAY , {ATE Insurance Status Date.Date} )
PUT( TODAY , {ATE Requested Date.Date} )
PUT( TODAY , {ATE Insurance Policy Date.Date} )
PUT( "81475" , {ATE Insurer.Correspondent index} )
IF {ATE Cover Required.Code} = "" THEN
PUT( "Basic" , {ATE Cover Required.Code} )
END
v-motor = 367.50
v-motorbig = 525
v-nonmotor = 630
v-nonmotorbig = 945
IF {ATE Cover Required.Code} = "Basic" THEN
IF {Claim Type.ATE Claim Type} = "R" THEN
PUT( v-motor , {Fee ATE Premium.Value} )
ELSE
PUT( v-nonmotor , {Fee ATE Premium.Value} )
END
ELSE
IF {Claim Type.ATE Claim Type} = "R" THEN
PUT( v-motorbig , {Fee ATE Premium.Value} )
ELSE
PUT( v-nonmotorbig , {Fee ATE Premium.Value} )
END
END
EXTERNAL-APPLICATION( "ExternalApplication_Default Application , UseField_ATE Request URL.Text , CaseType_93" )
UPDATE( {case.key} , "" )
MESSAGE( "Proclaim has now opened an explorer tab and has filled in the Box Legal on-line policy request form. Please check the details and press <Submit> then <Accept> on the verification page. You will shortly then receive an email confirmation of the request which should be logged in the history of this case." , "" )
UPDATE( {case.key} , "" )
END
ATE Requested Maths
OPEN( {case.key} , "LOCK" )
PUT( "30" , {ATE Insurance Status.Code} )
PUT( TODAY , {ATE Insurance Status Date.Date} )
PUT( TODAY , {ATE Insurance Policy Date.Date} )
PUT( "12345" , {ATE Insurer.Correspondent index} )
v-motor = 367.50
v-motorbig = 525
v-nonmotor = 630
v-nonmotorbig = 945
IF {ATE Cover Required.Code} = "" THEN
IF {Claim Type.ATE Claim Type} = "R" THEN
PUT( v-motor , {Fee ATE Premium.Value} )
ELSE
PUT( v-nonmotor , {Fee ATE Premium.Value} )
END
ELSE
IF {Claim Type.ATE Claim Type} = "R" THEN
PUT( v-motorbig , {Fee ATE Premium.Value} )
ELSE
PUT( v-nonmotorbig , {Fee ATE Premium.Value} )
END
END
result = " "
UPDATE( {case.key} , "UNLOCK" )
Cancellations
QUESTION( "Are you sure you wish to cancel the ATE policy?" , "" , "LOG" )
IF return-state > "Cancel" AND return-value = "Yes" THEN
IF {ATE Cancellation Reason.Code} = "" THEN
MESSAGE( "You must select a cancellation reason before pressing the cancellation button. Please select a reason then try again." , "" )
ELSE
IF {ATE Insurer.Name} = "" THEN
MESSAGE( "No ATE insurer has been entered on screen. Please call Box Legal on 0870 766 9997 to check if a policy is in existence." , "" )
ELSE
IF {ATE Cancellation Reason.Code} = "50" THEN
QUESTION( "You are cancelling due to the Defendant being uninsured. If the ATE policy was taken out prior to discovering the defendant was uninsured the MIB will pay the premium under the MASS and APIL agreements. Do you still wish to cancel this policy?" , "" , "LOG" )
IF return-state > "Cancel" AND return-value = "Yes" THEN
PUT( TODAY , {ATE Cancelled Date.Date} )
PUT( TODAY , {ATE Insurance Status Date.Date} )
PUT( 0 , {Fee ATE Premium.Value} )
IF {ATE Pol no.Text} = "" THEN
QUESTION( "Please enter the ATE Certificate number. This is the second item on the certificate underneath the one LIC.CS.1xxx.2005" , "" , "ALPHA" )
PUT( return-value , {ATE Pol no.Text} )
END
IF {ATE Insurance Status.Code} = "30" OR {ATE Insurance Status.Code} = "40" THEN
EXTERNAL-APPLICATION( "ExternalApplication_Default Application , UseField_ATE Cancellation URL.Text , CaseType_93" )
MESSAGE( "Please click on the Internet Explorer tab at the bottom of the screen and submit the on-line notification." , "" )
END
PUT( "50" , {ATE Insurance Status.Code} )
PUT( "" , {ATE Insurance Policy Date.Date} )
PUT( 0 , {Fee ATE Premium.Value} )
MESSAGE( "The ATE policy has now been logged. No further action is required." , "" )
ELSE
MESSAGE( "Action cancelled." , "" )
END
ELSE
PUT( TODAY , {ATE Cancelled Date.Date} )
PUT( TODAY , {ATE Insurance Status Date.Date} )
PUT( 0 , {Fee ATE Premium.Value} )
IF {ATE Pol no.Text} = "" THEN
QUESTION( "Please enter the ATE Certificate number. This is the second item on the certificate underneath the one LIC.CS.1xxx.2005" , "" , "ALPHA" )
PUT( return-value , {ATE Pol no.Text} )
END
IF {ATE Insurance Status.Code} = "30" OR {ATE Insurance Status.Code} = "40" THEN
EXTERNAL-APPLICATION( "ExternalApplication_Default Application , UseField_ATE Cancellation URL.Text , CaseType_93" )
MESSAGE( "Please click on the Internet Explorer tab at the bottom of the screen and submit the on-line notification." , "" )
END
PUT( "50" , {ATE Insurance Status.Code} )
PUT( "" , {ATE Insurance Policy Date.Date} )
PUT( 0 , {Fee ATE Premium.Value} )
MESSAGE( "The ATE policy has now been logged. No further action is required." , "" )
END
END
END
ELSE
MESSAGE( "Action Cancelled." , "" )
END
Payment
QUESTION( "Are you sure you wish to pay the ATE premium? Pressing 'Yes' will produce a letter to the insurer for the premium amount and a commission invoice. The premium should have been received in your client account before you action this procedure." , "" , "LOG" )
IF return-state > "Cancel" AND return-value = "Yes" THEN
IF {ATE Cover Required.Code} = "" THEN
PUT( "Basic" , {ATE Cover Required.Code} )
END
UPDATE( {case.key} , "" )
IF {Fee ATE Premium.Value} = "" THEN
QUESTION( "The ATE Premium does not appear to have been entered on screen. Please enter the full premium now as shown on the Insurance Certificate:" , "" , "VALUE" )
PUT( return-value , {Fee ATE Premium.Value} )
UPDATE( {case.key} , "" )
END
#Produce chq req
SEND E-MAIL (NONE) AT ({Fee Earner.E:Mail}) TO (CLIENT) DETAIL (Cheque Requisition Required:
Client: {Client.Name}
Ref: {case.key}
Payee: Box Legal Limited
Amount: £{Fee ATE Premium.Value}
Narrative: Payment of ATE Insurance Premium [now recovered from TI1]) CASE (CURRENT-CASE)
#Produce letter
SEND LETTER (ATE06) TO (ATE INSURER) COST UNITS (1) DETAIL (ATE Insurer Enclosing Payment) CASE (CURRENT-CASE)
#Produce Commission Bill
SEND LETTER (ATE04) TO (ATE INSURER) DETAIL (Commission Invoice) CASE (CURRENT-CASE)
#Send Win Notification
IF {ATE Pol no.Text} = "" THEN
QUESTION( "Please enter the 6 digit ATE certificate number." , "" , "ALPHA" )
PUT( return-value , {ATE Pol no.Text} )
END
UPDATE( {case.key} , "" )
EXTERNAL-APPLICATION( "ExternalApplication_Default Application , UseField_ATE Success URL.Text , CaseType_93" )
MESSAGE( "Please click on the Internet Explorer tab at the bottom of the screen and submit the on-line notification." , "" )
PUT( "60" , {ATE Insurance Status.Code} )
PUT( TODAY , {ATE Insurance Status Date.Date} )
ELSE
MESSAGE( "Action cancelled" , "" )
END
Policy Received
QUESTION( "Are you sure you wish to log receipt of the ATE policy?" , "" , "LOG" )
IF return-state > "Cancel" AND return-value = "Yes" THEN
IF {ATE Pol no.Text} = "" THEN
QUESTION( "Enter the ATE Certificate Number [This is the number underneath the LIC.CS.1XXX.2007 Master number]:" , "" , "ALPHA" )
PUT( return-value , {ATE Pol no.Text} )
END
PUT( {ATE Requested Date.Date} , {ATE Insurance Policy Date.Date} )
UPDATE( {case.key} , "" )
IF {ATE Insurance Policy Date.Date} = "" THEN
QUESTION( "Enter the start date of the policy [This is the date above the premium]:" , "" , "DATE" )
v-date = DATE-FROM-TODAY( return-value )
PUT( v-date , {ATE Insurance Policy Date.Date} )
END
PUT( "40" , {ATE Insurance Status.Code} )
PUT( TODAY , {ATE Insurance Status Date.Date} )
SEND MEMO (ATE01) TO (CLIENT) COST UNITS (1) DETAIL (Assessing file and completing request for ATE insurance for {Client.Full Name/Company Name}) CASE (CURRENT-CASE)
UPDATE( {case.key} , "" )
MESSAGE( "Under the CPR rules you are required to notify the defendant or their insurers of the presence of the ATE policy and the CFA. The system will now produce a letter but require you to enter the date of the CFA - replace the bit in red in the letter." )
IF {TP Insurer (First).Name} = "" THEN
SEND LETTER (TP1ATE) DICTATED TO (TP OWNER (FIRST)) COST UNITS (1) DETAIL (Third Party (Owner) We have now obtained ATE Cover) CASE (CURRENT-CASE)
ELSE
SEND LETTER (TI1ATE) DICTATED TO (TP INSURER (FIRST)) COST UNITS (1) DETAIL (TP Insurers We have now obtained ATE Cover) CASE (CURRENT-CASE)
END
ELSE
MESSAGE( "Action Cancelled" , "" )
END
Reinstatement
IF {ATE Insurance Status.Code} = "50" THEN
QUESTION( "Are you sure you wish to reinstate this ATE policy?" , "" , "LOG" )
IF return-state > "Cancel" AND return-value = "Yes" THEN
PUT( "40" , {ATE Insurance Status.Code} )
PUT( TODAY , {ATE Insurance Status Date.Date} )
PUT( "" , {ATE Cancellation Reason.Code} )
v-run = {ATE Update Premium.Text}
PUT( {ATE Requested Date.Date} , {ATE Insurance Policy Date.Date} )
IF {ATE Insurance Policy Date.Date} = "" THEN
QUESTION( "Please enter the Policy Start Date - this is the date immediately above the Premium on the Certificate of Insurance." , "" , "DATE" )
v-date = DATE-FROM-TODAY( return-value )
PUT( v-date , {ATE Insurance Policy Date.Date} )
END
IF {ATE Pol no.Text} = "" THEN
QUESTION( "Please enter the 6 digit ATE certificate number." , "" , "ALPHA" )
PUT( return-value , {ATE Pol no.Text} )
END
UPDATE( {case.key} , "" )
EXTERNAL-APPLICATION( "ExternalApplication_Default Application , UseField_ATE Reinstatement URL.Text , CaseType_93" )
MESSAGE( "Please click on the Explorer tab at the bottom of the screen and submit the completed web request. The policy reinstatement request will then be logged. You will receive confirmation of the reinstatement in due course. No further action is required." , "" )
ELSE
MESSAGE( "Action Cancelled." , "" )
END
ELSE
MESSAGE( "This policy does not appear to have been cancelled. Please contact Box Legal on 0870 766 9997 and find out if the policy remains on cover." , "" )
END
Backlog Maths
IF {ATE Insurer.Name} = "" THEN
OPEN( {case.key} , "LOCK" )
IF {Claim Type.ATE Code} > "X" AND {File closed.Date} = "" AND {Client.Name} > "" AND {Case Status.Code} > "8" AND {Case Status.Code} > "9" AND {Case Status.Code} > "A" THEN
PUT( "30" , {ATE Insurance Status.Code} )
PUT( TODAY , {ATE Insurance Status Date.Date} )
PUT( "12345" , {ATE Insurer.Correspondent index} )
v-motor = 367.50
v-motorbig = 525
v-nonmotor = 630
v-nonmotorbig = 945
IF {ATE Cover.Code} = "" THEN
IF {Claim Type.ATE Code} = "R" THEN
PUT( v-motor , {ATE Premium.Value} )
ELSE
PUT( v-motorbig , {ATE Premium.Value} )
END
ELSE
IF {Claim Type.ATE Code} > "R" THEN
PUT( v-nonmotor , {ATE Premium.Value} )
ELSE
PUT( v-nonmotorbig , {ATE Premium.Value} )
END
END
UPDATE( {case.key} , "" )
IF {TP Insurer (First).Name} > "" THEN
SEND LETTER (TI-ATE) TO (TP INSURER (FIRST)) COST UNITS (1) DETAIL (TP Insurers Now Purchasing ATE Insurance) CASE (CURRENT-CASE)
END
IF {Litigation Friend.Name} > "" THEN
SEND LETTER (ATE02) TO (CLIENT) COST UNITS (1) DETAIL (Client Minor ATE Now Required (Existing Client Case)) CASE (CURRENT-CASE)
ELSE
SEND LETTER (ATE01) TO (CLIENT) COST UNITS (1) DETAIL (Client ATE Now Required (Existing Client Case)) CASE (CURRENT-CASE)
END
END
result = " "
UPDATE( {case.key} , "UNLOCK" )
END
Manual Request Button
IF {ATE Insurance Status.Code} = "10" OR {ATE Insurance Status.Code} = "20" THEN
MESSAGE( "A policy has already been requested for this file." , "" )
ELSEIF {ATE Insurance Status.Code} = "50" THEN
MESSAGE( "This policy has been cancelled. Press the reinstate button to place this matter back on cover" , "" )
ELSEIF {ATE Insurance Status.Code} = "40" THEN
MESSAGE( "The Insurance Ststus shows a policy already exists on this file. Please contact Box Legal Ltd to confirm." , "" )
END
IF {ATE Insurance Status.Code} < "20" THEN
QUESTION( "Are you sure you wish to request an ATE policy from Box Legal for this claim?" , "" , "LOG" )
IF return-state > "Cancel" AND return-value = "Yes" THEN
v-run = {ATE Request Policy Maths.Text}
UPDATE( {case.key} , "" )
IF {ATE TI1 Letter Sent Date.Date} = "" THEN
SEND MEMO (001B) TO (ATE INSURER) COST UNITS (2) DETAIL (Applied for ATE insurance cover online with box legal.) CASE (CURRENT-CASE)
ELSE
IF {ATE Memo Done.Date} = "" THEN
SEND MEMO (001AB) TO (CLIENT) COST UNITS (2) DETAIL (Reviewed file and decided ATE appropriate. Applied for ATE cover from Box Legal Limited.) CASE (CURRENT-CASE)
PUT( TODAY , {ATE Memo Done.Date} )
END
END
ELSE
MESSAGE( "Action Cancelled" )
END
END
ATE Test Request
EXTERNAL-APPLICATION( "ExternalApplication_Default Application , UseField_ATE Policy Request URL.Text , CaseType_93" )
ATE Age of Premium
v-dys = DAYS-FROM-TODAY( {ATE Requested Date.Date} )
result = 0 - v-dys
Obtained but lot logged – test goes on first screen invisible
IF {ATE Insurance Status.Code} = "30" AND {ATE Age of Premium.Number} > 3 THEN
MESSAGE( "An ATE policy was requested more than 3 days ago and should have been received by now but this has not been logged on Proclaim. Please check and log the policy or chase the insurer as appropriate." )
SCREEN( "ATE Insurer" )
END
Duplicate Certificate
IF {ATE Pol no.Text} = "" THEN
QUESTION( "Please enter the ATE Certificate number. This is the second item on the certificate underneath the one LIC.CS.1xxx.2005" , "" , "ALPHA" )
PUT( return-value , {ATE Pol no.Text} )
END
EXTERNAL-APPLICATION( "ExternalApplication_Default Application , UseField_ATE Copy Request URL.Text , CaseType_93" )
MESSAGE( "Please click on the Internet Explorer button at the bottom of the screen and submit the on-line request." , "" )
Proceedings Issued Maths
IF {ATE Insurer.Correspondent index} = "12345" AND {Fee ATE Premium.Value} > 0 THEN
IF {ATE Proceedings Notified.Code} > "Yes" THEN
QUESTION( "You appear to be issuing proceedings on this claim. You are obliged to report this fact to Leeward Insurance via Box Legal Limited. Would you like the system to do this now for you?" , "" , "LOG" )
IF return-state > "Cancel" AND return-value = "Yes" THEN
IF {ATE Pol no.Text} = "" THEN
QUESTION( "Please enter the 6 digit ATE policy number [this is the number underneath the LIC.CS number on the ATE certificate]:" , "" , "ALPHA" )
PUT( return-value , {ATE Pol no.Text} )
END
SEND E-MAIL (NONE) AT (MAIN) TO (ATE INSURER) DETAIL (Proceedings Issued Notification:
Panel Firm: Hayward Baker
ATE Policy: {ATE Pol no.Text}
Client: {Client.Full Name/Company Name}
Sol Ref: {case.key}) CASE (CURRENT-CASE)
PUT( "Yes" , {ATE Proceedings Notified.Code} )
MESSAGE( "Proceedings Issued Notification has now been sent." , "" )
ELSE
MESSAGE( "You have chosen NOT to report that proceedings are being issued. Please note that failure to report this fact could invalidate the ATE cover. Please email should you subsequently issue Court Proceedings." , "" )
END
ELSE
MESSAGE( "Notification of proceedings issue has already been sent to Leeward Insurance. No further reporting is required." , "" )
END
END