2.2 Policy Maintenance Summary

This topic provides the systematic instructions to perform the basic operations on the selected records.

Retrieve Policy Maintenance Record

1. On Home screen, type LESPLAN in the text box, and click Next.
   The Policy Maintenance Summary screen is displayed.

   Figure 2-21 Policy Maintenance Summary

   
   

   
   Description of "Figure 2-21 Policy Maintenance Summary"

   
   
2. On Policy Maintenance Summary screen, specify any or all of the following details in the corresponding fields:
   • Authorization Status - If you choose the status, then the records matching the specified status are retrieved. If you do not choose any option, then all the records are retrieved.
   • Record Status
   • Policy Number
   • Rule Effective Date
   • Policy Reference Number
   • Policy Holder ID
   • Product ID
   • Policy Start Date
   • Maturity Date
   • Policy End Date
   • Latest Rule
3. Click Search button to view the records.
   All the records with the specified details are retrieved and displayed in the screen.

   Note:

   You can also retrieve the individual record detail from the detail screen by querying in the following manner:

   • Press F7
   • Input the Policy Number
   • Press F8
4. Perform Edit, Delete, Amend, Authorize, Reverse, and Confirm operations by selecting the desired operation from the Action list. You can also search a record by using a combination of % and alphanumeric value.
   You can search the record for Policy Number by using the combination of % and alphanumeric value as follows:

   • Search by A%: System will fetch all the records whose Policy Number starts from Alphabet ‘A’. For example, AGC17, AGVO6, AGC74 etc.,
   • Search by %7: System will fetch all the records whose Policy Number ends by numeric value’ 7’. For example, AGC17, GSD267, AGC77 etc.,
   • Search by %17%:- System will fetch all the records whose Policy Number contains the numeric value 17. For example, GSD217, GSD172, AGC17 etc.,

• Edit Policy Maintenance Record
  This topic provides the systematic instructions to edit Policy Maintenance record.
• View Policy Maintenance Record
  This topic provides the systematic instructions to view Policy Maintenance record.
• Delete Policy Maintenance Record
  This topic provides the systematic instructions to delete Policy Maintenance record.
• Authorize Policy Maintenance Record
  This topic provides the systematic instructions to authorize Policy Maintenance record.
• Amend Policy Maintenance Record
  This topic provides the systematic instructions to amend Policy Maintenance record.
• Authorize Amended Policy Maintenance Record
  This topic provides the systematic instructions to authorize amended Policy Maintenance record.
• Reverse Policy Maintenance Record
  This topic provides the systematic instructions to reverse Policy Maintenance record.
• Authorize Reversal of Policy
  This topic provides the systematic instructions to authorize reversal of policy.
• Processing Product Annual Annuity Limit Mapping Details
  This topic provides information on processing product Annual Annuity limit mapping details.