Thatcham Research AiQ Risk Solutions Insurance User Guide

Thatcham Research AiQ Risk Solutions Insurance

Product Information

Specifications

• Product Name: AiQ
• Version: V1.0 – January 2024
• Provider: Thatcham Research

Product Usage Instructions

Accessing AiQ

Once the platform is live, follow these steps to access AiQ:

1. Go to https://aiq.thatcham.com
2. Click on Member Login
3. Enter your email address, agree to the cookie policy, and click Submit
4. If your email is valid, you will receive a 6-digit one-time passcode
5. Enter the passcode and click Submit

Important: If you don’t receive the code, click on ‘Did not get the code?’, verify your email address, accept the cookie policy, and click Submit.

Navigating AiQ

• To navigate AiQ, simply click on the tile or the Read Article link to access specific content. If articles have attachments, click on them to view them separately.

Analytics Reporting

• AiQ hosts analytics reports with visualizations allowing user interaction. Follow these steps:

Navigating the Reports

• To view a report in full-screen mode, click on View Report in Full Screen. Navigate through pages at the top or bottom to view visualizations.

Tooltip

• The tooltip provides additional information related to a specific data point. For example, it can show values for car insurance groups over time for a selected vehicle manufacturer.

Searching for Content

• AiQ allows quick and advanced search functionalities to find specific content efficiently.

Quick Search

• Use the quick search feature to find content swiftly.

Advanced Search

• Utilize advanced search options for more refined content search.

Frequently Asked Questions (FAQ)

Q: How can I contact customer support?

A: For any queries, please contact us through the customer support portal at support.thatcham.com.

Introduction

Welcome to AiQ!

• With a vision to provide automotive insight and intelligence, Thatcham Research has developed a one-stop-shop platform for articles, blogs, and interactive analytics dashboards.
• This user guide accompanies a short welcome video, aims to be a quick self-starter guide, and acts as future reference material.
• We hope you enjoy your experience and find the content platform insightful.
• If you have any queries, please contact us through the customer support portal support.thatcham.com

AiQ

Accessing AiQ

Once our platform goes live, you will be given access and notified via email. When you have received your welcome email, please follow the steps below to access AiQ.

1. Click on https://aiq.thatcham.com
2. Click on Member Login
3. Enter your email address, agree the cookie policy, and click on Submit
4. If a valid email address (i.e. it matches that in Dynamics CRM), the user will receive a 6- 6-digit one-time passcode
5. Enter the passcode and click on Submit

Important: If you do not receive a code, please click on ‘Did not get the code?’, check that your email address is correct (edit if required), accept the cookie policy if not already checked, and click on Submit

Navigating AiQ

After successful login, you will be redirected to the homepage from where you can browse and search for Research and Product articles as well as updated Analytics reports
AiQ is also equipped with quick and advanced search functionality to search for specific content – please see the section Searching for Content for further details.

Please note that:

• Clicking on Logout will log you out of AiQ, and the next login will require a new one-time password to be entered.
• Should users remain logged in on the website, the one-time password has an expiry of 7 days from the date of login, so users should not require another code to log back into AiQ in this period.
• Please do not share your email and the one-time code with colleagues who do not have access. If you wish to receive access, please contact customer support
• Users can also easily access Thatcham Research’s academy and Portal applications by clicking on the Products menu (top right hand) – may also open as separate browser tabs or windows (depending on browser settings).
• The footer area contains contact information for Thatcham Research, privacy and usage policies, and links to our social media platforms and customer support portal. Any supporting materials can be found in the Support & FAQs area.

Accessing Content

• Users can access content by simply clicking on the tile or the Read Article link next to the specific item.
• Where articles have references attached (e.g. a supporting PDF document), these can be accessed separately.
• Once in the article, click on the attachments to view them (may open as a new browser tab or window, depending on browser settings).

Analytics Reporting

• Along with narrative articles, the AiQ platform also hosts analytics reports which may consist of a collection of visualizations that users can interact with (e.g. drill-up, drill-down, hover text, in-report filtering, etc), details of which are provided in the sections below.

Navigating the Reports

• Each report can be viewed in full-screen mode, by simply clicking on View Report in Full Screen, as shown.
• A report may contain one/more pages, available at the top and/or bottom of the screen. Click on each to view the relevant visualizations.

Tooltip

• The tooltip is designed to provide further information relevant to a specific data point. In the example beside, where Mercedes-Benz is the selected vehicle manufacturer, the tooltip provides values for the car insurance group over time for the period 2023 Q1.

In-report Filtering and Drilling on Data

• In-report filters can be in many forms, such as drop-downs, links, tiles, and data points on a chart – as marked in the screenshot below. Users can click on any of these to filter out “unwanted data” and examine specific data.
• In the example beside, where the report page has been filtered on Manufacturer = Volkswagen, the chart titled ‘Model’ now displays data only for models from this manufacturer.
• The second chart, titled ‘Registered Cars Over Time’ also only provides visualizations for Volkswagen.
• Users can further filter on a specific Model, such as Golf to view relevant data (note: other data points on the chart will become “faded”).

Tip:

• Clicking again on filtered data items will remove the filtering.

Important:

• A filter may get applied to multiple charts/visualizations on a report – for example, in the screenshots below, we have filtered on Average Group Rating = HEV, and it has filtered data on charts titled ‘Top 30 Vehicle Manufacturers by Registered Cars’ AND Registered Cars over Time (Top 30 Vehicle Manufacturers)
• Some reports are enabled with drill-up, drill, and drill-through functionality. This occurs when data is arranged in a hierarchy. For example, data displayed at a monthly level can be drilled into to view at a weekly or daily level.
• Drill down (and drill up) allows the user to view data at a more (or less) granular level within the same visualization. This is denoted by a series of arrows in the top right corner when hovering over a relevant visualization.

Tip:

• Drill mode is “switched on” (enabled) when the icon shows a white arrow on a dark grey background ( ); it is disabled when the icon is only a dark grey arrow ( )

To drill down and up through a chart, please follow the steps below:

1. Hover over the relevant visualization to display these drill-up/down menu options (top right corner)
2. Click on to “switch on” the drill down feature (the arrow changes to )
3. Click on a data point to drill the chart down one level (for example, in the screenshots beside), the user clicks on country = ‘England’, to view information about the regions
4. Continue clicking on data points at each level to show information at the next level down in the hierarchy (i.e. the user then clicked on region = ‘Southeast’, to view information about the relevant counties, and so forth)
5. Hover over the visual and click on the icon (top right corner) at every level to navigate up to the next level in the hierarchy.
6. Hover over a visual and click on (top right corner) to expand all data points down one level in the hierarchy (for example, in the screenshots above, you may want to look at all regions across all countries in the UK)

Tip:

• Click on the icon (top right corner) to drill to the next level in the hierarchy without turning on drill mode.
• Drill-through on the other hand, enables users to view relevant related information on a different page within the report.
• For example, linking between a summary page showing all manufacturers, and a detailed page, containing in-depth data on a specific manufacturer.
• Drilling-through navigates to the detailed page and applies the relevant filters to ensure only the requested manufacturer is displayed.

To drill through a report, please follow the steps below:

1. Navigate to the relevant visualization
2. Hover over any data point to see if a tooltip stating is available
3. If yes, right-click on the desired data point and click on Drill Through >> appropriate linked page (tip: click anywhere in the white space to get out of the menu)
4. Click on it to navigate back to the previous page within the report.

Tip: Filtering and drilling on data can be used in combination to enable you to gain insights from reporting.

Searching for Content

• Users have two search options: quick search, and advanced search. A quick search can be accessed by clicking on the icon (top right-hand).
• For an advanced search, click on the magnifier icon, then Advanced Search.
• Alternatively, users can also click on the View All link available in each of the content areas.
• To close the search pane, simply click on the icon again, or click on Close (available under the Advanced Search button).

Quick Search

To perform a quick search, please follow the steps below:

1. Click on the icon (top right-hand)
2. Enter a keyword (search term), and press Enter on the keyboard
3. If content is available, it will be returned as a list in the Search Results area
4. Click on the relevant item to access it

Advanced Search

Using Advanced Search, content can be filtered by tags, dates, and categories.

To use advanced search, please follow the steps below:

1. Click on the icon (top right hand) >> Advanced Search
2. Select one/more tags from the Primary Tag and/or Secondary Tag dropdowns, and/or filter based on category (note: primary and secondary tags are independent of each other)
3. Any search results will be returned on the right-hand side area of the page
4. Simply click on the articles to view them
5. If no search results are returned, click on Clear Filters to clear and refine the search parameters

Note:

Search results are paginated, and each page will display twelve results please use the arrows and/or page number to view the next set of items (the number of results returned is displayed on the top right-hand side)

Caveat:

• Unpublished, expired, and archived articles will not be returned in the search results
• Additionally, if users have not been assigned authority groups in Dynamics CRM, articles linked to them will also not be returned

References

• Jira Service Management

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