8 Amendment Documentation

This topic provides systematic instructions about the Amendment Documentation stage in the Group Concentration Limit Amendment Process.

In this stage, the Group Concentration Limit Amendment document can be generated and downloaded.

Note:

In this chapter, only the procedure to generate and download the amendment document is explained. For field level explanation, refer the Initiation chapter.
  1. To acquire and edit the Group Concentration Limit Amendment documentation task, From Home screen, click Tasks. Under Tasks, click Free Tasks.
    The Free Tasks page is displayed.

    Figure 8-1 Free Tasks


    Description of Figure 8-1 follows
    Description of "Figure 8-1 Free Tasks"

  2. Acquire & Edit the required documentation task. The Group Concentration Documentation - Customer Summary page is displayed.

    Figure 8-2 Customer Summary

    Customer Summary details such as Customer Summary and Facility Summary
  3. View the Customer Summary and click Next. The Liability Details page is displayed.

    Figure 8-3 Liability Details

    Liability Details such as Party Id and Name
  4. Click Next in the Liability Details page. The Comments page is displayed.

    Figure 8-4 Comments

    Overall Comments for Documentation
  5. Post comments for the Documentation stage, if required. Posted comment is displayed below the Comments box.
  6. Click Next. The Draft Generation page is displayed.

    Figure 8-5 Draft Generation

    Edit, View and Download Options for Draft Generation
  7. Click the Generate icon next to the search icon. Draft document will be generated.
  8. Click the Download icon next to the search icon. Draft document will be downloaded.
  9. To submit the documentation task, click Submit. The Policy Exception Summary window is displayed.
    By default, policy exceptions are displayed for both the party and child parties. To view the policy exceptions for particular party / child party, select the required party / child party from the drop down list at top left corner.
  10. Click the Checklist data segment.
  11. Select the Outcome as Proceed.
  12. Click Submit. The Group Concentration Limit Amendment application is moved to the Handoff stage.