Insurance Physical Services

1. Insurance Physical Services Presented By: Guo Lee Jian Pan Heng Wang Mingsang Bae Ya-Wei Liang Yuk-Ling Chan Richmond Manzana Group: 2

2. Organization Background Insurance Physical Services • A licensed franchisee of multiple Medical Evaluation Companies • Coordinatestransitions between Insurance Agents, Examiners and Labs • Process paramedical exam request from Insurance Company • Assign applicants to Examinersfor physical examination and interview • Assigning collections of specimen to qualified Lab

3. CLIENT Agents Examiners IPS Insurance Company Medical Lab

4. Database Description • IPS’s database is organized into a series of entities. • Person, • Client, • Agent, • Examiner, • Underwriter, • Insurance Company, • Broker， • Each entity has a unique number, a unique name, and a set of attributes that describe it. • Examining Company, • Exam Order, • Lab, • Test Type, • Questionnaire.

5. Database Description IPS has contracts with multiple Examining Companies, each of which has contracts with multiple Insurance Companies. We keep track of the different Insurance Companies that each Examining Company has contract with. We also store the general information of Examining Company like address for billing purposes. Examining Company has a network of independent Examiners who performed paramedical exam on prospect Client of Insurance Company. Examiner gathers specimen from Client, and passes it to the Lab for testing. Lab then passes the test results directly to Insurance Company underwritersfor risk assessment.

6. Database Description An Agent may represent multiple Insurance Company through Brokers by contracts. Client purchases insurance policy from Agent, who then submits Exam request of Test Types based on the policy purchased to IPS along with Client’s information for medical evaluation. IPS then assigns Client to an Examiner according to the Exam requested. A Client may be recommended by multiple Agents. IPS stores each Client’s personal information such as name, social security number, policy requested, address, phone number, and birthday. IPS also keeps track of the completed and uncompleted Test Types that requested for the Clients. In addition, IPS tracks Client status, Examiner assignment, Exam schedule, Agent success rate, and billing in order to maximize efficiency and profit.

7. (1,N) EXAMINING COMPANY TEST TYPE (1,M) DESINATES INSURANCE COMPANY (1,N) (1,N) (1,N) PAYS (1,M) INCLUDES (1,1) AFFILIATES WITH CAN BE CONDUCTED BY (1,1) EXAM ORDER (1,N) (1,N) BROKER (1,1) (1,1) EXAMINER REQUESTS (1,1) IS ASSIGNED TO (1,M) IS GIVEN TO (1,N) CONTRACTS (1,N) SOLD POLICY TO (1,N) WRITES (1,M) (1,N) (0,N) CLIENT SENDS SAMPLE TO AGENT d.c. QUESTIONNAIRE PERSON REVIEWS REVIEWS REPORT LAB UNDERWRITER

8. Benefits • Efficiency in information entry, retrieval and processing • Allow data monitoring and query • Improves data accessibility • Marketing, Human Resources and Profitability Analysis

9. 11-15 • Revises EER • diagram • Relational • design • finalizes • 11-11 • Client feedback on • suggested queries • - Queries Finalizes 10-26 Revises EER Diagram Due 10-22 DP Review I 11-18 DP Review II • 11-4 • Relational • Design • Begins • Proposes & • selects • queries • 10-25 • EER Feedback • Contacts Silvia • for revising • EER diagram • 11-13 • Quantitative • analysis on • queries • Revises • Relational • design • 11-16 • finalizes 5 • queries with • analysis • Presentation • slide ready