2.1.6 Constituent Details Tab

This topic explains the constituent details tab of Policy Maintenance Detail screen.

1. On Policy Maintenance Detail screen, click Constituent Details tab to enter the details.
   The Constituent details are displayed.

   Figure 2-7 Policy Maintenance Detail_Constituent Details Tab

   
   

   
   Description of "Figure 2-7 Policy Maintenance Detail_Constituent Details Tab"

   
   
2. On Constituent Details Tab, specify the fields.
   It is mandatory for you to maintain constituent details only if the option Constituent Details Mandatory has been checked for the underlying product. For more information on fields, refer to the field description table.

   Table 2-10 Constituent Details - Field Description

   Field	Description
   Constituent Details	This section displays the following details.
   Existing UH	Mandatory Select Yes for existing Unit Holder. Else No.
   Constituent Type	Alphanumeric; 3 Characters; Mandatory Select all the stakeholders of the Policy from the option list.
   Description	Display The system displays the description for the selected constituent type.
   Constituent ID	Alphanumeric; 12 Characters; Mandatory Specify the ID of the constituent from the option list. You can either select a valid Unit Holder in the system or enter a Constituent ID. You can also select constituent ID by selecting Find UH button.
   Relationship	Alphanumeric; 40 Characters; Mandatory Select the relationship of the constituent to the Policy Holder from the option list.
   Description	Display The system displays the description for selected relationship code.
   Status	Mandatory Select the status Alive or Dead from drop-down list.
   Personal Details	This section displays the following details.
   First Name	Alphanumeric; 100 Characters; Optional Specify the first name of the constituent holder.
   Middle Name	Alphanumeric; 40 Characters; Optional Specify the middle name of the constituent holder.
   Last Name	Alphanumeric; 40 Characters; Optional Specify the last name of the constituent holder.
   Date Of Birth	Date Format; Optional Select the date of birth of constituent holder from the adjoining calendar.
   Identification ID	Alphanumeric; 50 Characters; Optional Specify the identification details.
   Identification Type	Alphanumeric; 50 Characters; Optional Select the identification type from the option list.
   Address Details	This section displays the following details.
   Address	Alphanumeric; 255 Characters; Optional Specify the address of the constituent holder.
   City	Alphanumeric; 50 Characters; Optional Specify the city name of the constituent holder.
   Zip Code	Alphanumeric; 10 Characters; Optional Specify the zip code of the constituent holder.
   State or Country	Alphanumeric; 40 Characters; Optional Specify the state or country name of the constituent holder.
   Phone Number	Alphanumeric; 20 Characters; Optional Enter the phone number of the constituent holder.
   Fax Number	Alphanumeric; 20 Characters; Optional Enter the fax number of the constituent holder.
   E-Mail ID	Alphanumeric; 255 Characters; Optional Enter the e-mail ID of the constituent holder.
   Account Details	This section displays the following details.
   Bank	Alphanumeric; 12 Characters; Optional Specify the bank code of the constituent holder’s bank. You can select the same from the option list, if the bank code is a valid code in the system.
   Branch	Alphanumeric; 12 Characters; Optional Specify the branch of the selected constituent holder’s bank.
   Bank Name	Display The system displays the name of the selected bank code.
   Branch Name	Display The system displays the name of the selected branch code.
   Account Type	Alphanumeric; 1 Character; Optional Specify the account type.
   Account Number	Alphanumeric; 34 Characters; Optional Specify the account number.
   Account Currency	Alphanumeric; 16 Characters; Optional Specify the account currency.
   IBAN	Alphanumeric; 40 Characters; Optional Specify the International Bank Account Number (IBAN) of the account holder.