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First Steps Using ClariNet LS ​

Welcome to the help pages for ClariNet LS, they provide a great source of information to get you started using the application. Start by familiarizing yourself with the user interface and key concepts before following the recommended steps.

User Interface

When you successfully log in to ClariNet LS, your Homepage shows a collection of cases with a menu bar and a search facility at the top.

As you navigate through various screens you can easily return to your Homepage by clicking ClariNet logo in the top left corner.

The Menu Bar provides access to various options depending on your subscription (see Modules):

  • Cases For creating Cases and uploading data into ClariNet LS.
  • Insureds For managing Insured Consolidation.
  • Portfolios For managing and valuing Portfolios, Monte Carlo analysis, scenario analysis and servicing.
  • Admin For performing various setup and administrative tasks.
  • Help A link to these help pages, how to contact ClearLife for help and what support information to provide.
  • News Links to the most recent releases and news from ClearLife’s website.
  • User menu For customizing Case Lists, modifying Security, setting Alerts and viewing your Reports. The Logout option is also here.

In the top right corner a Search drop-down provides functionality for Searching case information. This includes quick Search, Advanced Search and Saved Searches.

You can customize your Homepage to show collections of Cases of interest to you as well as customizing which Case List columns are displayed. For more information on sorting and displaying data see Column Headings and Sorting a Case List

  • For each Case List on your Homepage these icons shown below allow you to add a new case, run a report for the cases displayed or add a case to a portfolio.

  • For each Case in a Case List these icons shown below under the Go column allow you to interact with Cases, see Case Lists.

Key Concepts

We recommend all users review the following terminology and concepts used throughout the platform:

Our Topics pages contain more detailed information on specific tasks.

Once you have familiarized yourself with the user interface and the key concepts we suggest you follow these steps:

First steps for all users

Customize the Cases shown on your Home Page.

You can show/hide and reorder collections of Cases on your Homepage once you have saved searches, see Searching.

  1. From the User menu, select Customize Case Lists. All Saved Searches are displayed in the list and can be shown/hidden and reordered on your Homepage.
  2. To show/hide a Case List on your Homepage check/uncheck the box in the Show on Homepage column.
  3. To reorder Case Lists on your Homepage use the up and down arrows to the left of the list.

See Case Lists for more options on customizing your Case Lists including, choosing which columns to show/hide, the column order and pinning columns to the left or right of the screen.

Add Alerts and Notifications

The Alert Settings page allows you to be notified when an event occurs on a Case, or a Document is added.

  1. From the User menu, select Alerts & Notifications.
  2. Check the boxes you require to set alerts.

Get to know the Case Summary

The Case Summary contains all of the documents and data relevant to a Case.

  1. Under the Go column next to a Case click the View icon
  2. The Case Summary is displayed for you to start working.

First steps for Client Administrators

Setting up New Users

To add new users and manage their roles:

  1. From the User menu, select Admin.
  2. Check out Users and Permissions and Roles

Creating your Compliance Checklist

The Compliance Checklist helps you to check the progress of onboarding new Cases. This appears in the Case Summary.

  1. From the Admin menu, select Compliance Checklist Defaults.
  2. Click add button to create a new Compliance Section and enter a Section Title.
  3. You can then add Compliance Checks to a Compliance Section.
  4. Use the icons to re-order, edit and delete sections/compliance checks.

Interacting with other ClariNet LS Clients

To send Cases to other ClariNet LS Clients or receive Cases from them, visit the Interaction page.

  1. From the Admin menu, select Interaction.
  2. From here you can allow all other ClariNet LS clients – or specific clients only – to interact with you through ClariNet LS’s Bid Management process.

Customize your Valuation Template and Premium Calculator

Getting the right combination of settings in your Valuation Templates and Premium Calculators will give you confidence in generating Premium Schedules and valuing your Cases. These are managed under the Pricing & Risk page.

  1. From the Admin menu, select Pricing & Risk.
  2. You can apply settings for each tab. See Pricing a Case, Valuation Templates, LE Selection and Blending Rules, Custom IRRs, Deterministic Pricing.
ClariNet LS supports multi-factor authentication to help protect your account. To set this up see Multi-Factor Authentication .

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