IBM Producer Lifecycle and Credential Management V2.0.2 assists insurance companies to reduce business operating costs through consistent, streamlined, and automated business processes

IBM United States Software Announcement 215-331
October 6, 2015


Table of contents
OverviewOverviewTechnical informationTechnical information
Key prerequisitesKey prerequisitesOrdering informationOrdering information
Planned availability datePlanned availability dateTerms and conditionsTerms and conditions
DescriptionDescriptionPricesPrices
Program numberProgram numberOrder nowOrder now
PublicationsPublications 


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At a glance
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IBM® Producer Lifecycle and Credential Management V2.0.2 (formerly known as IBM Cognos® Producer Lifecycle and Credential Management) delivers:

  • New user interfaces to view and manage key tasks involved in managing producer and agency lifecycle business processes.
  • Additional administrative features, workflows, and reports aimed at improving productivity.


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Order now
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For ordering, contact your IBM representative or an IBM Business Partner. For more information, contact the Americas Call Centers at: 800-IBM-CALL (426-2255).

Reference: SE001



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Overview
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IBM Producer Lifecycle and Credential Management V2.0.2 (formerly known as IBM Cognos Producer Lifecycle and Credential Management) helps insurance carriers automate and streamline the business processes that are associated with producer and agency onboarding, producer and agency administration, producer self-service, hierarchy management, credential management, and credential validation.

Producer Lifecycle and Credential Management V2.0.2 consolidates many producer administration and credential management systems, spreadsheets, and databases on a single platform, and delivers the following new features, enhancements, and capabilities:

  • New workflows to initiate bulk onboarding, appointment payment confirmation, and dual contracting
  • New reports for credential, contract summary, and electronic acknowledgment history
  • View and manage state appointment rules
  • View audit history
  • Link to documents stored in an external document management system
  • Migration Tool to migrate configuration to other environments
  • Tie multiple line of authorities to a single product
  • Create multiple contracts for a new producer
  • Make mass hierarchy changes within an agency
  • Manage branch level contracts
  • Support a single National Insurance Producer Registry (NIPR) transaction with multiple line of authority codes
  • Integrate with new NIPR alert services to add and remove producers from alert list


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Key prerequisites
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For details, refer to the Technical information section.



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Planned availability date
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October 6, 2015: Electronic availability

October 13, 2015: Media availability



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Description
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IBM Producer Lifecycle and Credential Management V2.0.2 (formerly called IBM Cognos Producer Lifecycle and Credential Management) enhancements

New user interfaces:

  • View and manage state appointment rules
  • View audit history
  • System exception queue
  • Simplified display of In Good Order Check rules for onboarding
  • User defined sections to appear as sections instead of lists
  • Search function used for creating role assignments
  • Link to documents stored in an external document management system

Administration features:

  • Migration Tool to migrate configuration to other environments
  • Tie multiple line of authorities to a single product
  • Ability to add client logos and change colors to align with an existing agent or agency portal
  • Create multiple contracts for a new producer
  • Make mass hierarchy changes within an agency
  • Manage branch level contracts
  • Support a single National Insurance Producer Registry (NIPR) transaction with multiple line of authority codes
  • Integrate with new NIPR alert services to add and remove producers from alert list
  • Create stage tables for user defined sections and processes to validate or import records
  • Generate messages of hierarchy changes to downstream systems
  • Rerun background checks and automatically activate pending producers that pass background checks
  • Enable help instructions that are specific to an organization

New workflows:

  • Initiate bulk onboarding
  • Appointment payment confirmation
  • Dual contracting

New reports:

  • Credential, contract summary, and electronic acknowledgment history reports


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Program number
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Program number VRM Program name
5725-P99 2.0.2 IBM Producer Lifecycle and Credential Management


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Offering Information
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Product information is available via the Offering Information website

http://www.ibm.com/common/ssi

Also, visit the Passport Advantage® website

http://www.ibm.com/software/passportadvantage



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Publications
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No publications are shipped with this product.

All product documentation is available on IBM Knowledge Center at

http://www.ibm.com/support/knowledgecenter/SS8KKA/welcome



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Services
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Software Services

IBM Software Services has the breadth, depth, and reach to manage your services needs. You can leverage the deep technical skills of our lab-based, software services team and the business consulting, project management, and infrastructure expertise of our IBM Global Services team. Also, we extend our IBM Software Services reach through IBM Business Partners to provide an extensive portfolio of capabilities. Together, we provide the global reach, intellectual capital, industry insight, and technology leadership to support a wide range of critical business needs.

To learn more about IBM Software Services or to contact a Software Services sales specialist, visit

http://www.ibm.com/software/sw-services/



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Technical information
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Specified operating environment

Hardware requirements

For information about hardware requirements, refer to

http://www.ibm.com/software/reports/compatibility/clarity/hardwareReqsForProduct.html
Software requirements

For information about software requirements, refer to

http://www.ibm.com/software/reports/compatibility/clarity/index.jsp

The program's specifications and specified operating environment information may be found in documentation accompanying the program, if available, such as a readme file, or other information published by IBM, such as an announcement letter. Documentation and other program content may be supplied only in the English language.



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Ordering information
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Product group: Varicent®

Product name: IBM Producer Lifecycle and Credential Management V2.0.2

Product category: Performance Management


Passport Advantage

Program name/Description Part number
IBM Producer Lifecycle and Credential Management for Administrative Users Authorized User License + SW Subscription & Support 12 Months D13YMLL
IBM Producer Lifecycle & Credential Management for Admin Users Authorized User Monthly License D17Z3LL
IBM Producer Lifecycle and Credential Management for Administrative Users Authorized User Annual SW Subscription & Support Renewal E0J8TLL
IBM Producer Lifecycle and Credential Management for Administrative Users Authorized User SW Subscription & Support Reinstatement 12 Months D13YNLL
IBM Producer Lifecycle and Credential Management for Active Firms, Branches, and Producers Resource Value Unit License + SW Subscription & Support 12 Months D13YPLL
IBM Producer Lifecycle & Credential Management for Active Entities Resource Value Unit Monthly License D17Z4LL
IBM Producer Lifecycle and Credential Management for Active Firms, Branches, and Producers Resource Value Unit Annual SW Subscription & Support Renewal E0J8ULL
IBM Producer Lifecycle and Credential Management for Active Firms, Branches, and Producers Resource Value Unit SW Subscription & Support Reinstatement 12 Months D13YQLL
IBM Producer Lifecycle and Credential Management integration for National Insurance Producer Registry Connection License + SW Subscription & Support 12 Months D13YRLL
IBM Producer Lifecycle & Credential Management integration for National Insurance Producer Registry Connection Monthly License D17Z5LL
IBM Producer Lifecycle and Credential Management integration for National Insurance Producer Registry Connection Annual SW Subscription & Support Renewal E0J8VLL
IBM Producer Lifecycle and Credential Management integration for National Insurance Producer Registry Connection SW Subscription & Support Reinstatement 12 Months D13YSLL
IBM Producer Lifecycle and Credential Management integration for Financial Industry Regulatory Authority Connection License + SW Subscription & Support 12 Months D13YTLL
IBM Producer Lifecycle & Credential Management integration for Financial Industry Regulatory Authority Connection Monthly License D17Z6LL
IBM Producer Lifecycle and Credential Management integration for Financial Industry Regulatory Authority Connection Annual SW Subscription & Support Renewal E0J8WLL
IBM Producer Lifecycle and Credential Management integration for Financial Industry Regulatory Authority Connection SW Subscription & Support Reinstatement 12 Months D13YULL


Passport Advantage customer: Media pack entitlement details

Customers with active maintenance or subscription for the products listed are entitled to receive the corresponding media pack.

Media packs description Part number
IBM Producer Lifecycle and Credential Management 2.0.2 Multiplatform Multilingual Media Pack B506JML

Charge metric

Program name PID number Charge metric
IBM Producer Lifecycle and Credential Management V2.0.2 5725-P99 Connection
    Authorized User
    RVU

Connection

Connection is a unit of measure by which the program can be licensed. A Connection is a link or association of a database, application, server, or any other type of device to the program. Licensee must obtain entitlements for the total number of Connections which have been or are made to the program.


Authorized User

Authorized User is a unit of measure by which the program can be licensed. An Authorized User is a unique person who is given access to the program. The program may be installed on any number of computers or servers and each Authorized User may have simultaneous access to any number of instances of the program at one time. Licensee must obtain separate, dedicated entitlements for each Authorized User given access to the program in any manner directly or indirectly (for example, via a multiplexing program, device, or application server) through any means. An entitlement for an Authorized User is unique to that Authorized User and may not be shared, nor may it be reassigned other than for the permanent transfer of the Authorized User entitlement to another person.

Note: Some programs may be licensed where devices are considered users. In that case, the following applies. Any computing device that requests the execution of or receives for execution a set of commands, procedures, or applications from the program or that is otherwise managed by the program is considered a separate user of the program and requires an entitlement as if that device were a person.


Resource Value Unit (RVU)

RVU is a unit of measure by which the program can be licensed. RVU Proofs of Entitlement (PoEs) are based on the number of units of a specific resource used or managed by the program. Licensee must obtain sufficient entitlements for the number of RVUs required for licensee's environment for the specific resources as specified in the program specific table. RVU entitlements are specific to the program and the type of resource and may not be exchanged, interchanged, or aggregated with RVU entitlements of another program or resource. Refer to the program specific RVU table.

Notes:

  • Some programs may require licenses for the resources available to and the resources being managed by the program. In that case, the following applies. In addition to the entitlements required for the resources used by the program directly, licensee must obtain entitlements for this program sufficient to cover the resources managed by the program.
  • Some programs may be licensed on a managed basis only. In that case, the following applies. Instead of the entitlements required for the resources used by the program directly, licensee must obtain entitlements for this program sufficient to cover the resources managed by the program.



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Terms and conditions
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The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM International Program License Agreement, IBM International Passport Advantage Agreement, and the IBM Agreement for Acquisition of Software Maintenance.

Licensing

IBM International Program License Agreement including the License Information document and PoE govern your use of the program. PoEs are required for all authorized use. Part number products only, offered outside of Passport Advantage, where applicable, are license only and do not include Software Maintenance.

This software license includes Software Subscription and Support (also referred to as Software Maintenance).

Agreement for Acquisition of Software Maintenance

These programs are licensed under the IBM Program License Agreement (IPLA) and the associated Agreement for Acquisition of Software Maintenance, which provide for support with ongoing access to releases and versions of the program. IBM includes one year of Software Subscription and Support (also referred to as Software Maintenance) with the initial license acquisition of each program acquired. The initial period of Software Subscription and Support (also referred to as Software Maintenance) can be extended by the purchase of a renewal option, if available. These programs have a one-time license charge for use of the program and an annual renewable charge for the enhanced support that includes telephone assistance (voice support for defects during normal business hours), as well as access to updates, releases, and versions of the program as long as support is in effect.

License Information number

L-LCOE-9X3MSS: IBM Producer Lifecycle and Credential Management V2.0.2

The program's License Information will be available for review on the IBM Software License Agreement website

http://www.ibm.com/software/sla/sladb.nsf

Limited warranty applies

Yes

Limited warranty

IBM warrants that when the program is used in the specified operating environment, it will conform to its specifications. The warranty applies only to the unmodified portion of the program. IBM does not warrant uninterrupted or error-free operation of the program or that IBM will correct all program defects. You are responsible for the results obtained from the use of the program.

IBM provides you with access to IBM databases containing information on known program defects, defect corrections, restrictions, and bypasses at no additional charge. For further information, consult the IBM Software Support Handbook found at

http://www.ibm.com/support/handbook
IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period).

Program technical support

Technical support of a program product version or release will be available for a minimum of five years from the general availability date, as long as your Software Subscription and Support (also referred to as Software Maintenance) is in effect.

This technical support allows you to obtain assistance (via telephone or electronic means) from IBM for product-specific, task-oriented questions regarding the installation and operation of the program product. Software Subscription and Support (Software Maintenance) also provides you with access to updates (modifications or fixes), releases, and versions of the program. You will be notified, via announcement letter, of discontinuance of support with 12 months' notice. If you require additional technical support from IBM, including an extension of support beyond the discontinuance date, contact your IBM representative or IBM Business Partner. This extension may be available for a fee.

Money-back guarantee

If for any reason you are dissatisfied with the program and you are the original licensee, you may obtain a refund of the amount you paid for it, if within 30 days of your invoice date you return the program and its PoE to the party from whom you obtained it. If you downloaded the program, you may contact the party from whom you acquired it for instructions on how to obtain the refund.

For clarification, note that (1) for programs acquired under the IBM International Passport Advantage offering, this term applies only to your first acquisition of the program and (2) for programs acquired under any of IBM's On/Off Capacity on Demand (On/Off CoD) software offerings, this term does not apply since these offerings apply to programs already acquired and in use by you.

Volume orders (IVO)

No

Passport Advantage applies

Yes, and through the Passport Advantage website at

http://www.ibm.com/software/passportadvantage

Software Subscription and Support applies

Yes. Software Subscription and Support (also referred to as Software Maintenance) is included with licenses purchased through Passport Advantage and Passport Advantage Express®. Product upgrades and Technical Support are provided by the Software Subscription and Support offering as described in the Agreements. Product upgrades provide the latest versions and releases to entitled software and Technical Support provides voice and electronic access to IBM support organizations, worldwide.

IBM includes one year of Software Subscription and Support with each program license acquired. The initial period of Software Subscription and Support can be extended by the purchase of a renewal option, if available.

While your Software Subscription and Support is in effect, IBM provides you assistance for your routine, short duration installation and usage (how-to) questions, and code-related questions. IBM provides assistance via telephone and, if available, electronic access, only to your information systems (IS) technical support personnel during the normal business hours (published prime shift hours) of your IBM support center. (This assistance is not available to your end users.) IBM provides Severity 1 assistance 24 hours a day, 7 days a week. For additional details, consult your IBM Software Support Handbook at

http://www.ibm.com/support/handbook
Software Subscription and Support does not include assistance for the design and development of applications, your use of programs in other than their specified operating environment, or failures caused by products for which IBM is not responsible under the applicable agreements.

For additional information about the International Passport Advantage Agreement and the IBM International Passport Advantage Express Agreement, visit the Passport Advantage website at

http://www.ibm.com/software/passportadvantage

System i Software Maintenance applies

No

Variable charges apply

No

Educational allowance available

Not applicable.



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Prices
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Business Partner information

If you are an IBM Business Partner -- Distributor for Workstation Software acquiring products from IBM, you may link to Passport Advantage Online for resellers where you can obtain Business Partner pricing information. An IBM ID and password are required.

https://www.ibm.com/software/howtobuy/passportadvantage/paoreseller


Passport Advantage

For Passport Advantage information and charges, contact your IBM representative or authorized IBM Business Partner for Software Value Plus. Additional information is also available at

http://www.ibm.com/software/passportadvantage



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Order now
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To order, contact your Americas Call Centers, local IBM representative, or your IBM Business Partner. To identify your local IBM representative or IBM Business Partner call 800-IBM-4YOU (426-4968). For more information, contact the Americas Call Centers.

Phone: 800-IBM-CALL (426-2255)

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Markham, Ontario
Canada L3R 2Z1
Reference: SE001

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Note: Shipments will begin after the planned availability date.


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