3.9 Amendment Initiation - Comments

This topic describes detailed information about the Comments in the Amendment Initiation.

The Comments data segment allows to capture overall remarks for the Amendment Initiation stage. Posted comments are displayed at the bottom of the page for easy identification of previous actions.

Figure 3-67 Comments

Description of "Figure 3-67 Comments"

For information on fields in the Comments page, refer the below table.

Table 3-40 Comments

Fields	Description
Post	Type the necessary comments in the text box and click Post. Comment is posted.
Hold	To hold the Amendment Initiation task, click Hold.
Back	To go back to the previous page, click Back.
Save & Close	To save the Amendment Initiation task for future edit, click Save & Close.
Submit	To move to the next stage, click Submit.
Cancel	To exit the process without saving the information, click Cancel.

1. Click the Submit button.
   The Policy exceptions window is displayed.

   Figure 3-68 Policy exceptions

   
   

   
   Description of "Figure 3-68 Policy exceptions"

   
   

   By default, policy exceptions are displayed for both the party and the child parties.

2. To view the policy exception detail specific to party or child party, select the party from the drop down list at top left corner.
3. Click the Checklist data segment.

   Figure 3-69 Checklist

   
   

   
   Description of "Figure 3-69 Checklist"

   
   
4. Select the Outcome as PROCEED, if additional information is not required. Otherwise select the Outcome as Additional Info.
5. Click Submit.
6. If the Outcome is selected as PROCEED, the application will be moved to Amendment Enrichment stage on clicking Submit.