FSA System Parameters
System parameters must be created before FSA compliance can be used.
Warning: If a multiple company set up is required the parameters should be set to All companies. If another parameter exists for a single company it overrides the All companies option even if the company is not ticked as authorised for FSA.
| Menu | Icon |
Description |
| File > Exit |
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Returns to the previous menu. |
| File > Save |
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Enables you to save amendments entered in the FSA system parameters form. |
| File > Cancel |
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Enables you to exit the FSA system parameters form. Any amendments made will be removed. |
| Edit >Edit |
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Enables you to amend the FSA system parameters form. |
| Edit >Copy |
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Enables you to copy a selected FSA system parameter. |
| Edit >Create |
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Enables you to create FSA system parameters. |
| Edit >Delete |
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Enables you to delete the FSA system parameters. |
| Help > Help |
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Displays this page in a browser. |
Module: The module is supplied by default, depending on entry from either the Aftersales or Vehicles menus selected from the UNITED KINGDOM MAIN MENU in Country specifics.
Company: Use the 
to select the required company.
Authorised for FSA?: If this company is not FSA-authorised, un-tick the flag to remove the FSA process from the selected company.
Demands and needs valid (days): Number of days a survey is valid for before a new survey is required. Determined by FSA.
Complaint group code: For example CO complaint in CRM (used for the complaint escalation process).
Duty of care print archive type: Document archive print type required. For example DP.
Duty of care scan archive type: Document archive scan type required. For example DS.
Accepted Disclosure Format ID: If a format for example U07 Initial Disclosure Document is entered, when a Demands and Needs survey is accepted the chosen format prints to the selected printer.
Declined Disclaimer Format ID: If a format for example U08 Senior Management Disclaimer is entered, when a Demands and Needs survey is declined the chosen format prints to the selected printer.
D & N acceptance product code: A code to be logged in the Demands & Needs answers table to identify an accepted survey. Example of acceptance product code DNACC.
D & N declined product code: As above but a separate code to identify the Demands & Needs is declined. Example of declined product code DNDEC.
Customers must be informed of any recommendations and they must be printed on the duty of care document.
There are recommendation sub-headings of:
- Compliance heading
- Standard recommendations
- Personal recommendations
- Ineligible text
- Not recommended
- Recommended/Declined
Note: Standard recommendations, Personal recommendations, Ineligible text and Not recommended are also referred to as conditions and are used in question routing.
Each text heading is designed to inform the customer of the choices, recommendations and ineligibility made during the Demands and Needs Survey and will be displayed on the duty of care and printed on the document (if included on the format).
Example text:
Compliance heading: As a direct result of the information provided to us in your personal Demands and Needs Statement, we have concluded that a significant need exists for us to personally recommend to you the following product(s) to help or protect your vehicle value. It is a legal requirement, regulated by the Financial Services Authority, that all insurance product offerings are correctly explained to you to ensure they meet your needs and requirements. This needs and requirement record will be kept on file for a minimum of 3 years.
Not recommended: Whilst preparing your personal Demands and Needs Statement it became clear that there was no significant need for the following protection product(s)
The Showroom and Point-of-Sale tabs are displayed if the relevant product is installed. They are only visible in the relevant area from the United Kingdom Main Menu of the Country Specific module, for example: The Showroom tab displayed in the system parameters from the Vehicles menu, FSA Setup, System Parameters and the Point of Sale tab in system parameters from the Aftersales menu, Point-of-sale FSA Setup, System Parameters.
Showroom
Option type string: Enter the required type, for example W (Extended Warranty) any option type that would be used to prompt the sale of and insurance or warranty product.
Note: Along with the above option types any finance scheme that has credit insurance is now classified as an FSA related product and requires a Demands & Needs survey to be completed for each customer.
Point-of-Sale
FSA Courtesy car: Required validation from the selection below to control when the Demands and Needs survey is completed in the Courtesy car process.
N or Blank: FSA not required. The customer will see no change to the current system and there will be no prompts.
S: Required at Start of courtesy car. The customer will see no change to the current system at the point of booking the job in. However, when the customer arrives with his vehicle and the operative goes to start the courtesy car handover, they will be required to complete the Demands and Needs process.
P: Prompts at time of booking, but can be postponed. Customers will at the point of booking the courtesy car will be prompted to complete the Demands and Needs. They have the option to postpone. However, when the customer arrives with his vehicle and the operative goes to start the courtesy car handover, if they have postponed the Demands and Needs they will be required to complete the survey process. If the Demands and Needs process had been completed at the time of booking the survey will not be prompted
for again.
B: Mandatory at Booking. The customer will at the point of booking the courtesy car be prompted to complete the Demands and Needs. When the customer arrives with his vehicle, because the survey process has been completed at the time of booking it will not be prompted for again.