9 Handoff - Manual Retry

This topic provides systematic instructions about the Handoff - Manual Retry of the Group Concentration Extension Process.

In this stage, the user can manually retry handoff for the failed extension application by making necessary changes based on the reason for failure.

  1. From Home screen, click Tasks. Under Tasks, click Free Tasks.
    The Free Tasks page is displayed.

    Figure 9-1 Free Tasks

    Description of Figure 9-1 follows
    Description of "Figure 9-1 Free Tasks"
  2. Acquire & Edit the required Manual Retry task.
    The Manual Retry -Customer Summary page is displayed.

    Figure 9-2 Customer Summary

    Customer Summary details such as Projections and Connected Parties
  3. View the reason for failure in Hand-Off Error Details section and make necessary actions.
  4. Click Next. The Liability Details page is displayed.

    Figure 9-3 Liability Details

    Edit Action for Liability Details
  5. View the liability details and click Next. The comments page is displayed.

    Figure 9-4 Comments

    Overall Comments for handoff manual retry
  6. Type the necessary comments for Handoff - Manual Retry stage in the text box.
    For information on fields in the Comments page, refer the below table.

    Table 9-1 Comments

    Fields Description
    Post Click Post. Comments are added below the text box.
    Hold To hold the Handoff - Manual Retry task, click Hold.
    Back To go back to the previous page, click Back.
    Save & Close To save and exit the window, click Save & Close.
    Submit To submit the Handoff - Manual Retry task, click Submit.
    Cancel To cancel the operation, click Cancel.

    Upon clicking Submit, the Policy Exception window is displayed.

    Figure 9-5 Business


    Description of Figure 9-5 follows
    Description of "Figure 9-5 Business"

    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.

  7. Click the Checklist data segment.
  8. Select the Outcome as Proceed.
  9. Click Submit. The extension application will be handed off to the Back Office System (OBELCM).