Lecc
client side
Lloyd’s electronic cargo certificate (lecc) – client side user guide
October 2011 edition
2
Disclaimer
Important – This document is the property of Lloyd’s Agency and the
information contained herein is confidential. This document, either in whole or
part must not be reproduced or used for purposes other than for that which it
has been supplied, without the prior written permission of Lloyd’s Agency.
Lloyd’s Agency is not liable for any errors or omissions.
LECC Client Side User Guide – 2011
3
Contents
Welcome to Lloyd’s Electronic Cargo Certificate (LECC)
Insurance Contract Terms & Conditions
Technical Support
Minimum System Requirements
04
04
04
04
Using LECC
Initial Account Set-up and Login
Forgot Your Password?
05
05
05
Navigating in LECC
06
Issuing A Certificate
Policy
Certificate
Entering Shipment Information
Verifying Coverage
Printing a Draft Certificate
Save Template
Confirming a Shipment
Printing a Certificate
Copy
Cancel
Cancel and Replace
Notes and Follow-Ups
Attachments
Certificate Referrals
Reporting
Query / List
Data Output Centre
Using Filters
14
14 – 15
15
15 - 16
Additional Features
Assured
Creating a Login ID for a New User
Profile
Vessel Search
Claims
17
17
17 - 18
18
19
19
07
07
07
07 - 10
10
10
10
11
11
11
12
12
13
13
14
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WELCOME TO LLOYD’S ELECTRONIC CARGO
CERTIFICATE (LECC)
Lloyd’s Electronic Cargo Certificate online system provides an
interactive end-to-end solution that allows the entire market to capitalize
in the Internet’s low communication cost by offering real-time
collaboration to the Assured, Brokers and Underwriters through a
centralized database. The system also allows you to issue certificates
online and provides you with reporting and query capabilities.
•
Issue Certificates instantaneously.
•
Use of templates to reduce the need to key in information.
•
Web browser access simplifies rollout to branch offices on a global
level.
Insurance Contract Terms & Conditions
Should you need to discuss any aspect of the cover
conditions/warranties then please contact the London Lloyd's Broker
responsible for placing your business at Lloyd's.
The Certificate Office does not have the authority to discuss policy
terms and conditions.
Technical Support
For Technical Support or enquires either contact:
Lloyd’s Agency – Certificates Department within UK business hours at
cert-orders@lloyds.com or:
The Oceanwide Help Desk at support@oceanwide.com
•
Real-time referrals for Clients and their Brokers.
•
First Notice of Loss via the Lloyd’s Agency Network.
Minimum System Requirements
•
Generate reports on-screen and export them to PDF or Microsoft®
Excel formats.
•
Microsoft Internet Explorer version 6.0 or higher. Versions 7.0 or
8.0 (with compatibility mode turned on) are recommended.
•
Browser must have JavaScript enabled and support 128-bit SSLv3
or TLSv1 encryption.
•
Adobe Acrobat Reader version 6.x through 9.x.
•
Firefox is not a compatible web browser for access to this website.
•
Work in a secure environment.
Lloyd's Electronic Cargo Certificates consists of four parts, 'Extranet',
'Client side', 'Verify Certificate', and ‘View Claims Status’.
•
Brokers and Underwriters use the ‘Extranet’.
•
Assureds / Insureds use the ‘Client side’.
•
Verifiers (such as banks and anyone else responsible for checking
the validity of a certificate) use the ‘Verify Certificate’ function.
•
Lloyd’s Agents use the ‘View Claims Status’ to check the status of
a claim logged online via the website.
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Using LECC
Forgot Your Password?
Initial Account Set-up and Login
To reset your password please refer to the “Forgot Your Password” link
located on the login screen and enter your valid User ID and email.
The Web Address is:www.leccerts.lloyds.com.
You will automatically be sent a Web Link which will allow you to
change your password.
Your User ID and/or Password will be sent to you via email from
postmaster@oceanwide.com.
The E-Mail will contain a Web Link, once clicked upon it will direct you
to our website to the login page on the Client side.
The ‘USER ID’ field will automatically be populated with your User ID.
Simply create a new password which must:
•
be at least 6 characters long
•
not be reused within a cycle of 6 unique passwords
•
not be the same as the user ID
•
be changed every 60 days
Then check the box ‘I agree to the terms and conditions’ before clicking
on the ‘Log On’ tab.
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NAVIGATING IN LECC
Upon logging on you will be directed to the Welcome screen.
It will contain the Navigation Bar located (in light blue) across the top of
the screen. The grey bar below the Navigation Bar is the Active Policy
Bar which will show you the name of your policy and the effective
period of the cover.
Note: Depending on your security rights some options on the
Navigation Bar may vary from user to user.
A brief description of the items found on the Navigation Bar is listed
below.
Navigation Bar
Policy:
Provides the ability to change the active policy
if there are multiple policies attached to your
account.
Shipments:
This section is where you will issue ‘Certificate’
and do a search for all shipments via ‘Query /
List’.
Claims:
Provides the ability to query existing claims.
Tools:
Provides the ability to access ‘Assured’ and
own user ‘Profile’ and ‘Vessel Search’
database.
Help:
Provides the ability to access help guides
provided by the software vendor.
Log Off:
Use this to exit LECC.
If you have more than one policy, select ‘Policy’ from the Navigation
Bar to change policies.
Active Policy Bar
Navigation Bar
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Issuing a Certificate
Policy
The first step in issuing a certificate is to ensure you are using the
correct policy. The grey bar below the Navigation Bar will display your
default policy. If you have more than one policy, select ‘Policy’ to
choose from a list.
Certificate
Select ‘Shipments’ and then ‘Certificates’ from the Navigation Bar to be
directed to the ‘SHIPMENT INFORMATION’ screen.
Entering Shipment Information
Complete the ‘SHIPMENT INFORMATION’ screen with the information
associated to your shipment.
Opposite is a screen shot of a ‘SHIPMENT INFORMATION’ screen for
a policy.
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The table below contains a descriptive text about each field on the
‘SHIPMENT INFORMATION’ screen.
Important: If any of the fields have an asterisk (*) then this means
that the field is mandatory and will need to be filled in.
COVERAGE OPTION*
If this option is activated then select the Coverage Option
from the drop-down menu.
INSURED VALUE
Select the currency type from the drop down menu for your
CURRENCY*
shipment.
INSURED VALUE*
Enter the amount being insured against for the current
shipment. Use the Currency Converter to convert foreign
Shipment Information Screen
SHIPMENT INFORMATION
currency if required.
CONVEYANCE*
Select the conveyance type from the drop-down menu that
you will be shipping your goods against.
DATE OF DEPARTURE
Click in this field which will activate the calendar box.
(ON OR ABOUT)*
Simply select the date of your shipment.
NAMED ASSURED*
This is the Assured or certificate holder. Click in this field to
Depending on the conveyance type selected, one or more
of the following areas may be required to be filled: ‘Vessel’
and ‘Carrier’.
select the Named Assured if one is stated from the list,
otherwise to create a new Named Assured just start typing
VESSEL
If shipment is by Ocean Vessel, type the first couple of
characters of the vessel name in the ‘Vessel’ field or use
the name you want to show on the certificate.
the lookup feature
COUNTRY
. This will list only those vessels that
Specify the country that the new Named Assured is in
are in commission. If the vessel required cannot be found,
however if you selected the Named Assured from the drop
check the Override Vessel Validation box to bypass the
down list then this field will automatically populate.
lookup and generate a referral.
Save Assured
If you want to save the name of the new Named Assured
If you select a vessel, the Carrier name will automatically
Information
then tick this box so that it will show in the list.
populate in the ‘Carrier’ field.
Make Available to Other
If you want others in your organisation to view and use the
Users Within My
new Named Assured then tick this box also.
CARRIER
As mentioned above either the ‘Carrier’ field would
automatically populate against a valid vessel name or you
Organization
have the option free type a carrier name as per your Bill Of
REFERENCE NO. (FOR
This field is optional. Enter an internal reference number to
YOUR OWN USE &
enable quick and easy retrieval of saved templates and
TEMPLATES)
confirmed/filed certificates.
COMMODITY*
Select the Commodity being shipped from the drop-down
Lading information
You can also use the lookup feature
particular carrier.
menu. This may vary depending on what you may have
Regardless of whether a lookup is forced by the system,
requested in the set-up of your policy otherwise it will
you must enter a carrier or vessel to proceed.
always default to ‘All Goods and Merchandise’.
PACKING / SHIPMENT
If this option is activated then select the Packing Method
METHOD*
from the drop-down menu.
after typing in the
first few letters of the desired carrier to search for a
VOYAGE NUMBER
This is an optional field and will allow you to specify the
voyage number such as a flight number.
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Override Vessel
As mentioned in the ‘Vessel’ field, if you are trying find a
Validation
vessel name which does not exist for an Ocean or Air
transit then by ticking this box it will allow you to free-type
DESTINATION INFORMATION
COUNTRY*
drop-down list.
the name of the vessel in the ‘Vessel’ field and it will allow
you to complete your shipment however it will create a
referral upon your confirmation which will then need to be
looked at by your representing Broker who would either
‘Confirm’ or ‘Decline’ the referral.
CITY / PLACE*
Type the city in the ‘City / Place’ field.
TEXT TO APPEAR ON
You may overwrite the text that appears in the ‘Text to
CERTIFICATE
Appear on Certificate’ field to match wording required by a
Letter of Credit.
ORIGIN INFORMATION
COUNTRY*
Select the country where insurance coverage begins, from
the drop-down list.
Select the country where insurance coverage ends from the
DISCHARGE INFORMATION
COUNTRY*
Select the name of the country where goods are
discharging at from the drop-down list, or default to ‘Same
CITY / PLACE*
Type the city in the ‘City / Place’ field.
TEXT TO APPEAR ON
You may overwrite the text that appears in the ‘Text to
CERTIFICATE
Appear on Certificate’ field to match wording required by a
discharge facility or just start free which would then display
Letter of Credit.
a list of the discharge facility, if your shipments is made by
as Country of Origin’.
DISCHARGE FACILITY
Select the name of the country where goods are loading,
from the drop-down list or default to ‘Same as Country of
TEXT TO APPEAR ON
You may overwrite the text that appears in the ‘Text to
CERTIFICATE
Appear on Certificate’ field to match wording required by a
Letter of Credit.
Origin’.
LOADING FACILITY
Use the lookup feature
(if applicable) to choose a
loading facility or just start free typing which would then
(if applicable) to choose a
Air or Ocean Vessel.
LOADING INFORMATION
COUNTRY*
Use the lookup feature
NO RISK AFTER
Check the box “No Risk After Discharge” if coverage does
DISCHARGE
not apply after un-loading. This will then show on the
certificate, NO RISK AFTER DISCHARGE.
display a list of the loading facility, if your shipments is
made by Air or Ocean Vessel.
TEXT TO APPEAR ON
You may overwrite the text that appears in the ‘Text to
CLAIM SETTLING
Select the Lloyd’s Claims Settling Agent from the drop-
CERTIFICATE
Appear on Certificate’ field to match wording required by a
AGENT
down list. Please note that even though this field has not
been highlighted with an asterisk, it does become
Letter of Credit.
NO RISK PRIOR TO
Check the box ‘No Risk Prior to Loading’ if coverage does
LOADING
not apply before loading. This will then show on the
mandatory upon completion if the shipment is by Air or
Ocean Vessel and regardless if a CPA or CPL certificate is
selected.
certificate, NO RISK PRIOR TO LOADING.
FULL DESCRIPTION OF
Enter a complete description of the cargo.
CARGO*
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MARKS & NUMBERS
This field is optional. It’s to specify the type of cargo being
Printing a Draft Certificate
shipped (i.e. 1 x 40 ft container, said to contain 50 pallets of
new goods, serial number, seal number, etc.)
LETTER OF CREDIT
CONDITIONS
Enter any special terminology required by a letter of credit.
Note: Terms and conditions entered in this section may
You may print a draft certificate any time after coverage has been
verified. Select the certificate format available from the drop-down
menu and click ‘Print Draft’. A draft version of the certificate will
generate in Adobe PDF format for review/printing.
not be broader than those offered by your policy.
ADDITIONAL INFORMATION
CERTIFICATE ISSUED
Ticking this option ensures that the date the certificate was
(TICK BOX TO MATCH
printed matches the ‘DATE OF DEPARTURE (ON OR
DATE OF DEPARTURE.)
ABOUT)’.
NOTE
Enter any internal comments regarding the shipment. The
information displayed in this field will not appear on the
printed certificate.
NOTE: Any certificate format that ends with CPA means “Claims
Payable Abroad” and it will display the Claims Settling instruction of
the Lloyd’s Agent at the final destination on the certificate.
If the certificate format ends with CPL it means “Claims Payable
London/Local” and it will display the Claims Settling instructions as
specified within the policy conditions.
Verifying Coverage
When all the required fields have been completed, click the ‘Verify
Coverage’ button. LECC will compare the shipment information against
the conditions of your policy. If the shipment is outside the scope of
your policy conditions, it will go into a referral process. If the shipment is
not referred, LECC will refresh the screen against the specific shipment
details.
Save Template
This feature is used to create templates for frequently occurring
shipments. Enter a description of the shipment in the ‘REFERENCE
NO. (FOR YOUR OWN USE & TEMPLATES)’ field and click the ‘Save
Template’ button at the bottom of the page. You may retrieve this
template later via ‘Query / List’ which will take you into the ‘SHIPMENT
SEARCH CRITERIA’ screen whereby you can search by the Reference
Number. Then modify the information on the template to match your
current shipment.
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Confirming a Shipment
Complete the Certificate and then click on ‘Confirm Booking’. If there
any mandatory fields which are not sufficiently completed, a message
will appears in a red box at the top of the screen which will advise what
information is needed to proceed. If all fields are completed as required
then the screen will refresh and display the Certificate Number for the
new shipment.
Printing a Certificate
To print a Certificate, select the proper certificate template from the
drop-down menu, and click on ‘Print Certificate’.
The system will only allow for the printing of the original certificate
(labeled “Original”) once. If you have difficulties printing original
certificates please contact the Lloyd’s Certificate Office via email at
cert-orders@lloyds.com or the Oceanwide Desk at
support@oceanwide.com if it is outside UK business hours.
Copy
The above screen shot shows a confirmed shipment and you will notice
some additional options towards the bottom of the screen which are
mentioned below.
If you have to make several shipments which all have similar shipping
details and destinations then you could use the ‘Copy’ button and make
minor amendments before proceeding to ‘Confirm Booking’.
In order to expand the ‘SHIPMENT INFORMATION’ section just click
on the little icon on the far right which looks like it has two downward
arrows, as specified with a red circle in the next screen shot.
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Cancel
There are two ways to ‘Cancel’ a shipment either via this screen or via
‘Query / List’ which will take you into the ‘SHIPMENT SEARCH
CRITERIA’ screen whereby you can search by ‘Booked’ shipments.
There are several reasons you may need to cancel a certificate.
•
Certificate was booked and confirmed, but the shipment never
moved.
•
Certificate was booked and confirmed, but it is a duplicate
shipment.
Cancel and Replace
Once you clicked on ‘Cancel’ the screen will grey out as show in the
screen shot below and message box will be displayed,
‘CANCELLATION REQUEST’. In the field ‘CANCELLATION
DESCRIPTION’ simply write the reason for the cancellation (i.e.,
duplicate certificate, change in insured value, etc.) and then click on
‘Submit’ to complete the process.
If you have booked a shipment by mistake or realised that you need to
make a minor amendment then this can be achieved by using the
‘Cancel and Replace’ button.
Lloyd’s do not allow any amendments to be made to a certificate once it
has been booked.
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Notes and Follow-Ups
Attachments
If you need to attach a document or a picture then you can do this via
the ‘Attachments’ section.
If you click on ‘Notes and Follow-Ups’ it will open a new window which
will allow you to add a follow-up date to your shipment as well as a
description of the follow-up and if need be you can send the
note/follow-up to either yourself via e-mail or to other recipients.
Simply ‘Browse’ your computer to upload a document or a picture.
Type the ‘DESCRITPTION’ and from the dropdown box either select
‘Document’ or ‘Picture’.
Be advised that this information does not show up on the certificate and
it is only for internal purposes pertaining to the shipment.
Finally click on ‘Attach’ to load the information to the shipment.
Be advised that this information does not show up on the certificate and
it is only for internal purposes pertaining to the shipment.
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Certificate Referrals
Reporting
A certificate referral indicates your shipment is outside of the terms and
conditions of the policy and requires further review from the appointed
Lloyd’s Broker and/or the insurance company. After clicking on ‘Verity
Coverage’ a notification will appear advising you the reason for the
referral.
Query / List
To proceed, click the ‘Confirm Referral’ button, which will send an email
notification to the Lloyd’s Broker and your insurer. Once reviewed you
will receive either a confirmed (accepted) or rejected email notification.
If your referral is confirmed, use the ‘Query / List’ option to find and print
your certificate
To generate query, search or reports, from Navigation Bar go to
‘Shipments’ and then select the ‘Query / List’ option from drop-down
menu. This will direct you to the ‘SHIPMENT SEARCH CRITERIA’
screen where you can specify what data variables you would like to use
in order to obtain your results.
Select any combination of criteria to define your query, search or
reports. Once the desired data variables have been entered, you may
choose either to view on screen or generate an Excel spreadsheet.
Click the ‘Search’ button to run your query.
If you choose the Excel format you will need to select from the ‘Select a
Template’ drop down list either to have the report in ‘DEFAULT –
Shipment Detailed’ or ‘DEFAULT – Shipment Summary’ type.
Then you click on ‘Search’ button and the screen will refresh and it
would advise you in a message at the top of the screen that:-
You will have to go to ‘Tools’ and from the drop down menu select the
option ‘Data Output Centre’. The screen will refresh and another
window will open stating ‘NOTIFICATION’, click on the ‘Close’ tab and
then you will notice a report sitting in the ‘DATA OUTPUT CENTRE’.
Click on the highlighted blue file name and a box will appear asking if
you would like to save the file or view it.
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If you view it, it will open in Excel spreadsheet. You will then have the
opportunity to customize the data as to your requirements.
Data Output Centre
You also have the opportunity to view your data or how long you would
like to keep it via the ‘DATA OUTPUT CENTER’ as shown in the screen
shot below.
Where a column can be filtered you will see the
icon at the top of the
column. You can also enter text in the filter field allowing you to search
for specific shipments. So for example if you wanted to search for all
shipments with the ‘Reference’ text of ‘test’ you would type the word
‘test’ within the filter field and click on the icon to specify the search.
Simply click within the field that states ‘30 Days’ in order to view your
options for how long you want to maintain the data in this section.
See screen shot below as an example.
Using Filters
If you choose to view your query on screen then you will get the option of using
filters. In order to do this you will have to go back to ‘Query / List’ so that you
are presented with the ‘SHIPMENT SEARCH CRITERIA’ screen. Input your
search criteria and then click on ‘Search’. See screen shot over.
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The radio button is specified against the filter option ‘Contains’, which means
search for the word ‘test’ and then click on ‘Apply All Filters’ in order for the
search to be executed.
Furthermore you can export the data in various formats by clicking on the icon
shown in the screen shot below. It will state ‘Export grid’.
Depending upon the type of data that is available in the column you can select
the filter to search by a number of parameters as explained below:-
•
Not Set: No filter will be applied to the column.
•
Equals To: Only displays entries that match the filter text exactly.
•
Does Not Equal To: Only displays entries that do not match the filter
text exactly.
•
Like: Displays all entries that start with the filter text.
•
Does Not Like: Displays all entries that do not start with the filter text.
•
Contains: Displays all entries that contain the filter text.
•
Does Not Contain: Displays all entries that do not contain the filter text.
•
Is Null: Displays entries that do not include the field being filtered.
•
Is Not Null: Displays entries that include the field being filtered, even if
that field is empty.
•
Is Empty: Displays entries that include the field being filtered, but the
You will then be displayed with options to export the data in the formats shown
below. In this example the ‘PDF’ option is chosen in ‘Portrait’ style and then
click on ‘Export now’ to apply the report. You will then get the option to view on
screen or save file.
field is empty.
•
•
Is Not Empty: Displays entries that contain any value in this column.
Apply All Filters: If the data has been changed, this option will refresh
the filters.
•
Clear This Filter: Clears the filter text and sets the filter type to Not
Set.
•
Clear All Filters: Clears all filter text on the current page and sets all
filter types to Not Set.
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Additional Features
•
Assured
From the Navigation Bar go to the ‘Tools’ and then select from the drop
down option ‘Assured’.
If you have the required rights as assigned by the Lloyd’s Certificate
Office then you can create and maintain additional users login accounts
and set their system preferences. You will be able to update contact
information, revoke suspensions, issue new passwords, give them
specific rights and disable their accounts.
Then click on ‘Search’.
The screen will refresh and you will be presented with a box stating
‘General Information’ about your company.
•
From the ‘NAVIGATE TO:’ drop down menu select the option
‘Employees’.
Creating a Login ID for a New User
•
The screen will refresh and you will then see a button in bottom
right hand corner of the box which states ‘Create’.
•
•
Click the ‘Create’ button and then you will be presented with a new
screen which will allow you to create a new user to access LECC.
•
The following fields are mandatory to be filled in:-
Click in the radio button ‘By Company’.
o
o
o
o
o
First Name
Last Name
Email
User ID (cannot contain any spaces)
Select one of the 4 Admin Type:-
Company Administrator – This user has access to all data within the
policy regardless of where the user is set-up within the organizational
hierarchy.
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Administrator – This user has access to data within their own
company and any other subsidiaries of their own company.
Profile
Power User – This user has access to data within their own company.
From the Navigation Bar go to the ‘Tools’ and then select from the drop
down option ‘Profile’. This will give you the details of your account.
Private User – This user ONLY has access to data that they have
entered themselves.
Majority of times you would only use the Company Administrator or
Administrator type however Power User is also a reasonable option.
You will be able to update contact information, system preferences,
viewable status tables, and change your password.
Then set the following attributes for the user:o
o
o
o
Currency Preference
Time Zone
Tick the box Referral and Change Request Table
Select 30 for Shipments Created/Booked Last
•
Click the ‘Add’ button at the bottom of the screen. The screen will
refresh and the ‘Assign Security Roles’ will be displayed together
with ‘Security Rights’.
•
There will either be 1 or 2 options and you will be required to select
them by clicking in the radio button which will then automatically
‘tick’ the appropriate rights in the Security Rights’ box underneath:>>
‘LOL Standard Company Administer Rights’
If this option is selected then you would be assigning the same rights of
a Company Administrator which would allow the user to create
additional users and to manage them.
Or
>>
‘LOL Standard Rights’
If you selected this option you would be assigning standard rights,
which means they would not have the ability to create additional users.
•
Then at the bottom of the screen click on the ‘Update’ button.
•
Finally click on either ‘Email New Password’ or ‘Email User ID and
Password’.
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Vessel Search
Claims
From the Navigation Bar go to the ‘Tools’ and then select from the drop
down option ‘Vessel Search’.
If this functionality is switched on then you will be able search for any
claims raised against your policy through the ‘Claims’ link. From the
Navigation Bar select ‘Claims Query/List’ under ‘Claims’ to enter the
‘CLAIM SEARCH CRITERIA’ screen.
You can access the Informa database to get information on a vessel.
Enter the name of the vessel in the ‘VESSEL SEARCH CRITERIA’
screen and click on ‘Search’ to locate the desired vessel information.
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LECC Client Side User Guide – 2011