Event Form

Event Data

To access any Loss Event, simply click on the Event Identifier or the subject in the Loss Events list on the main screen. Once inside, GlobalSUITE provides the following options:

Event Identifier: Corresponds to the number or identifier of the Loss Event that has been generated. This identifier is generated automatically based on the identifier configured in the 'Settings' section under the "Ticket Configuration" option.
Short Description: This field defines the title of the loss event.
Description: This is one of the most important points, as this field specifies in as much detail as possible what the loss event consists of.
Sequence: This field defines the sequence number of the loss event.
Start Date: Allows you to set the date when the loss event began.
Discovery Date: Allows you to set the date when the loss event was discovered.
Accounting Registration Date: Allows you to set the accounting registration date of the loss event.
Information Date: Allows you to set the date when the last update on the status of the loss event was made.
End Date: Allows you to set the date when the loss event was concluded.
Status: Defines whether the event is Open, Under Investigation, Resolved, Rejected, or Closed. The statuses can be edited based on the workflow configuration associated with the registered loss event. The configuration of loss event workflows is detailed later.
Client/Contact: Allows you to register the client or personnel who detected the Loss Event. This field will be text-based if the modules with the "Business Relations" functionality are not available. When this functionality is available, it allows linking the client who detected the loss event from the list of clients registered in the "Business Relations" option.
Contract/Group: If the "Business Relations" functionality is available, you can select one of the contacts associated with the client selected in the previous field or manually select another contact. This latter case is the default option when the "Business Relations" functionality is not available.
Other Contact: Allows you to record the name of the contact.
E-mail: Allows you to record the e-mail address of the previously recorded contact. This field will be automatic when the "Business Relations" functionality is available and there are contacts with an e-mail associated with the client linked to the loss event.
E-mail Alert: Allows you to indicate whether to alert the registered contact at the e-mail specified in the previous field each time the loss event changes status.
Event Nature: Allows you to indicate the nature of the event from the list previously configured in the "Ticket Configuration" section of the 'Settings' panel or from the default configuration list provided by GlobalSUITE.
Event Type (Level 1): Allows you to indicate the level 1 event type previously configured in the "Ticket Configuration" section of the 'Settings' panel or from the default configuration list provided by GlobalSUITE.
Event Type (Level 2): Allows you to indicate the level 2 event type previously configured in the "Ticket Configuration" section of the 'Settings' panel or from the default configuration list provided by GlobalSUITE, which depends on the value selected in the previous "Event Type (Level 1)" field.
Business Line (Level 1): Allows you to indicate the level 1 business line of the loss event previously configured in the "Ticket Configuration" section of the 'Settings' panel or from the default configuration list provided by GlobalSUITE.
Business Line (Level 2): Allows you to indicate the level 2 business line of the loss event previously configured in the "Ticket Configuration" section of the 'Settings' panel or from the default configuration list provided by GlobalSUITE, which depends on the value selected in the previous "Business Line (Level 1)" field.
Support Area: Allows you to indicate whether the support area is involved in the loss event.
Linkage with other risks: Allows you to indicate whether the loss event is associated with other risks such as Market Risk, Credit Risk, Market and Credit Risk, or if it does not apply using the N/A option.
Linked Event ID: Allows you to associate the ID of the event linked to the event being registered. You must click on the red button next to this field to display the list of loss events and select one of them.
Accounting Account: Allows you to associate the ID of the event linked to the event being registered.
Root Event: Event Identifier - It can be automatic or sequential.

In addition to these fields, it is possible to configure the prioritization of Loss Events based on Impact and Urgency:

Impact: Allows you to set a qualitative value to determine the level of damage caused by the service request.
Urgency: Allows you to set a qualitative value to determine the speed with which the request must be resolved.
Priority: This value is automatically generated by GlobalSUITE®, calculating the arithmetic mean of the values set in the impact and urgency fields.

In addition to recording information, the solution also allows you to:

Employees

Employees: Allows you to define the employees responsible for the treatment of the loss event. These employees must have been defined in the Employees option.

Evidence

Evidence: To define as completely as possible, the solution allows you to attach any type of file. If such documentation is not attached, it is also possible to provide a description in the Evidence field.

Event Costs

Currency: Allows you to select the currency associated with the amounts detailed in this cost section. The types of currency can be defined in the Ticket Configuration option in the 'Settings' section of GlobalSUITE.
Event Amount: Allows you to define the numerical value corresponding to the event amount.
Total Amount Recovered: Allows you to define the numerical value corresponding to the total amount recovered.
Amount Recovered by Insurance: Allows you to define the numerical value corresponding to the amount recovered by insurance.
Policy Coverage Allows you to define the numerical value corresponding to the percentage of the loss covered by an insurance policy.
Type of Policy Coverage Applied Allows you to specify the type of coverage the policy applied to the loss event has.
Accounting Item Allows you to specify the details of the accounting items associated with the loss event.
Quantifiers Allows you to add multiple loss event records, and by selecting the quantifier, you can add the associated records to the table below.
Risks Allows the direct relationship of an event with one or more risks (and vice versa). Once the risk is associated with the event, the established relationship also appears in the risk analysis option.

Real-Time Risks

Provides the ability to view the services/processes/elements affected by the event and values defined in the risk analysis. The tasks that can be performed in this section are:

Associate: Once the service/process/element is selected, it allows you to insert it into the table.
Dissociate: Allows you to remove one or more services/processes/elements from the table. To do this, select the desired row and click the 'Dissociate' button.
Elements: Within the "Associate" button, it allows you to select the affected service(s)/process(es)/element(s) by the loss event.
Analysis: Within the "Associate" button, once the element is marked on the left side, on the right side, it allows you to select the risk analysis(es) where the selected service/process/element is evaluated.

NOTE: The same service/process/element can be evaluated in different risk analyses with different evaluations, hence the need to indicate the risk analysis we want to load. In this case, it is common to select the Operational Risk Analysis previously conducted.

Once the desired service/process/element row is selected, the table at the bottom allows the user to view or modify the values defined in the 'Analysis/Risk Analysis' section. The tool highlights in red those evaluations that have been modified.

NOTE: The tool allows simulating how the loss event affects the services/processes/elements evaluated in the 'Risk Management/Projection and Simulation' section. Depending on the methodology defined in the ''Settings'/Analysis Methodology' section, the dimension evaluations can be qualitative or quantitative.

The actions that can be performed on the table are:

Restore Risk: Allows you to restore the initial values of the table according to the Risk Analysis conducted.

Closing Data

Once the Loss Event has been resolved, GlobalSUITE® allows you to define how it was addressed.

Event Resolution: To indicate the method by which the loss event was addressed and resolved.
Resolution Time: Allows you to indicate the time spent resolving the occurred loss event.
Closure Date: Allows you to indicate the exact date and time when the loss event was closed.

Inputs and Outputs

The solution considers the option that the service request originates from a different event or, conversely, that this request may generate one. For these specific cases, the following options are presented:

Inputs: Allows you to determine if the defined loss event originates from another type of event, providing the tool with the following options, which are determined based on the integrated modules available in GlobalSUITE®:

Change.
Corrective.
ARCO Rights.
Event.
Loss Event.
False Positive.
Incident.
Incident.
Improvement.
Non-Conformity.
Improvement Opportunities.
Service Request.
Preventive.
Problem.
Strengths.
Processes: Allows you to select, from the processes defined in the system, which are affected or involved in the ticket.
Outputs: Allows you to determine if the defined service request results in another type of event, providing the tool with the options previously mentioned for the input.

For both inputs and outputs, a series of common options are identified:

Add: By selecting the type of event it originates from or results in, it will be included in the corresponding field, generating said event in another option provided by GlobalSUITE®.
Delete: Removes the association of the linked event that has been added. It does not delete the record of the event itself.
Associate Existing: If the event it originates from has been created previously, this option allows you to search for that event so that it can be associated with the corresponding loss event.