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Siebel Automotive Guide > Managing Warranties > Managing Policies and Coverage >
Changing the Status of a Policy
During the lifetime of a policy, the status of the policy changes because of various events. For example, administrators might want to suspend a policy temporarily so that no further claims can be entered, approved and paid until the cause is clarified. After the reason is determined, the policy must be reinstated. Additionally, a customer might request a policy cancellation at any time during the lifetime of the policy. Siebel Automotive allows you to carry out such status changes to the policy. Table 30 describes the various statuses that a policy might have.
Table 30. Policy Statuses
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Active |
The policy is in force. Claims can be filed. |
Flat Cancelled |
The policy was cancelled during the free-look period. A customer who purchases a policy can cancel the policy before it expires. The short period after the purchase is known as the free-look period. If the policy is cancelled during the free-look period, the customer is not charged for it. |
Mid Term Cancelled |
The policy was cancelled after the end of the free-look period. |
Registered |
The policy is registered in Siebel Automotive. However, the policy inception date or mileage has not come yet. Until the inception date or mileage comes, the policy has the status of Registered. Claims are not allowed during this time. |
To modify a policy status
- Navigate to the Administration - Service screen, then the Warranty Policies view.
- Search for the policy that you want to change the status of.
- In the Policy Information section of the Warranty Policies form, select a value from the Policy Status drop-down list.
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