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Are you attending #LMA24? SurePoint is there! Stop by booth 215 to discover how SurePoint’s solutions for financial, practice, and client relationship management can help your firm go "all in" and improve client service, streamline operations, and become more profitable. #LegalTech #LMAMkt #BeSure #SurePointCommmunity

First contact resolution (FCR) equally impacts how efficient and effective your team is. True improvements in FCR could take months or even years. That’s a lot to consider when making changes in processes or tools not to see an immediate return. If you want immediate results, you might be sacrificing other aspects in order to achieve those. Thoughts? Listen to more on what Amas has to say on the topic https://lnkd.in/gpRBzE59

Sample user story and acceptance criteria for PACS004 swift payment. User story: As a bank employee, I want to process a returned payment using the pacs.004 message. so that I can ensure the returned funds are credited back to the correct customer account and provide the reason for the return. Acceptance criteria: 1) Retrieve Original Payment Information: Given that a payment return request is received, When the bank employee initiates the return process, Then the system should retrieve the details of the original payment (including Transaction ID, Instructed Amount, Creditor, and Debtor) linked to the return. 2) Given that the payment return process is initiated, When the employee selects a return reason, Then the system must allow the employee to choose from a predefined list of return reasons (e.g., invalid account, insufficient funds, duplicate payment, etc.) and validate the selected reason against the pacs.004 schema codes, e.g., AC04: closed account number.

What are the key pain points insurers experience with claims processes? Is it the lack of transparency? The multitude of touchpoints or inefficient data/document handling? The answer is never the same! Each insurer has different needs to fit their operational strategies. At our next event, Anton Ossip from esure Group will join Robin Merttens on stage to dive into the key factors needed to implement a successful claims transformation. Use this link to sign up - https://lnkd.in/e6gBVB46 Reserv Ali Smedley Zoja Wojcik Sam Jones Matthew Grant Susi Ozkurt Charlotte Salisbury Benjamin Gopal

The new and improved PLDIC member dashboard has been launched and is live on our website for all member employees to access. This section of our website was previously called the “Members Only page” as a locked member exclusive space to house valuable resources. The new dashboard is a more user-friendly tool for all #PLDIC member employees to search for and access resources from programs, events, and more. Watch a short video below explaining the new and improved PLDIC Member Dashboard, including what’s new and how to use the updated features, and then access the dashboard here: https://lnkd.in/ekzdX84B #deiresources #diversityequityinclusion #pghlegaldiversity

Discover how the VIPR ecosystem empowers (re)insurers and brokers to master their delegated authority business. From enhancing coverholder management to insightful data analysis, VIPR drives operational efficiencies and navigates compliance challenges. A transformative approach to portfolio management! Want to know more? Book a demo with Sebastian Prosser, Head of Sales. https://lnkd.in/dz2K-YcQ #VIPREcosystem #RiskManagement #OperationalEfficiency

Don't miss next week's webinar with Prudential! We'll explore how carriers and platforms can uncover missing and incomplete EOI—before time of claim. 🗓️ Tuesday, Dec. 10, 1 PM ET 🔗 Register: https://lnkd.in/eXvyMHdE What you'll learn: ✅ Insights into the risks and costs of EOI errors ✅ Why EOI errors happen (and often go unnoticed) ✅ How to identify missing EOI proactively ✅ Key takeaways from Prudential and Ideon’s collaboration on an advanced EOI solution Meet the speakers: Tim O'Connor, VP, HR Technology Partnerships & Enrollment Services, Prudential Mark Kozielec, VP, Product Owner, Data Exchange, Prudential  Sherri Bycroft, Director – Benefit Technology Relationships, Prudential Dan Langevin, President and CTO, Ideon John Emge, SVP of Carrier Sales, Ideon

🎸 Fresh from the SIFMA Customer Account Transfer Forum in Nashville! For those operations leaders and executives who couldn't attend, here's what you need to know: 🚨 DTCC Transfer System Changes Coming in 2025 - Are You Ready? Three critical modernization initiatives are converging in 2025: 1️⃣ ACATS settle prep removal (Jul/Aug 2025) 2️⃣ Transition to ACATS JSON messaging (Oct 2025) 3️⃣ DWAC and DRS system changes (Nov 2025) These changes are mandatory and require careful coordination. Whether you're handling implementation in-house or through service providers, now is the time to start preparing. No firm should get left behind in this industry-wide modernization. Our team is here to help you navigate these changes successfully. Read our full analysis here: https://lnkd.in/eqhUZvua

Video of the week 📽 Thank you so much for the feature Call Centre Helper Magazine! 🤝 Nobody likes being transferred when they call into a contact center. Check out this super quick video that gives insight into how to reduce the number of call transfers and also practical advice on how to make them more seamless if they do have to happen 💪 #contactcenter #callcenter #topicanalysis #fcr #technology

Session 304 - If Creditor agent received message Multiformat pacs.008 with "+"Sign , how to retrieve for Truncated messages ? Solution - Creditor agent has to send free Format Message MT99 /MT95 to Debtor agent in below format. MTn99 Free format Query Message Field 20 Field 21 Field 79 - Line:1/CBPRQ ------(CBPR Query) Line:2/UETR/UETR Value Line:3/ "Please provide full value of truncated data in payment messages" MTn99 Reply from Previous Agent Field 20 Field 21 - Field 20 of related query MT99 with /"CBPRQ"/ Field79 - Line1:/CBPRA[MessageSequenceNUmber/Total Numberof Mtn99] Line2:/ UETR/UETR Value Line3:/ Full data requested in query #iso20022 #MTn99 #truncateddata