State Interface

The State Interface option in Utilities allows state users to view and release transactions in the NIPR Gateway that are pending state review. These transactions have been submitted by the industry for the state’s review and approval.

On the initial State Interface screen the user will receive a listing of transactions for their state. Columnar data can be selected from the field listings options at the bottom of the screen, however three columns will always be displayed:

• Select – to select the transaction
• Trans Type – the type of transaction, e.g. Resident Licenses, Resident License Renewals, Non-Resident Renewals, etc.
• View – allows the user to view the information entered by the insurance entity. From this screen a user may Accept or Decline the transaction. A “Notes” option allows the state to enter information regarding the transaction that is viewable only by the state and the NIPR.

Below the listing of transactions are the “Actions for Selected Transaction Groups” options.

NOTE: At least one transaction must be check marked in the “Select” column for these options to take effect.

• Display Printer-Friendly Version – this will display each of the selected transactions in a print preview format.
• Accept Transactions – this will accept the submitted transaction. This option will remove the transaction from the listing.
• Decline Transactions – this will delete the selected transactions from the listing. If the user selects this option they must enter a reason for declining the transaction on the resulting screen.

The next section provides filter criteria for the transaction listing. The user may select any or all of the following:

• Appointment
• Non-Resident License
• Resident License
• Termination
• Non-Resident Renewal
• Resident License Renewal
• Appointment Renewal
• Address Change
• Company Level Renewal

Additional criteria filters are provided for the following:

NOTE: Multiple values may be entered separated by commas. Values containing commas should be surrounded with double-quotes.

• NIPR Trans #
• Customer ID
• Customer Batch #
• Customer Trans #
• Producer Type – Individual, Firm or Both
• SSN/FEIN
• National Producer #
• Name (Firm or Last)

States may request addition selection criteria, such as by letter range, e.g. A through K, by requesting them from their NIPR representative.

At the bottom of the screen are criteria options that will allow the user to specify the sort order the transactions are displayed in. The “Heading” option will be the primary sort level, “Field 1” will be the secondary sort level, etc.

Additional columns of data may be selected using the Field 1 through Field 6 options. After the selection and sort criteria have been entered the user must select the “Refresh” option at the bottom of the screen to execute their selections.