3.1.2 Ph Deal

This topic provides the systematic instructions to view the details of all the deals set up for the unit holder.

1. On the Policy Transaction Detail screen, click the Ph Deal button to view the details of all the deals set up for the unit holder.
   The Unitholder Deal Summary screen is displayed.

   Figure 5-3 Policy Transaction-TOPUP Detail_Ph Deal Button

   
   

   
   Description of "Figure 5-3 Policy Transaction-TOPUP Detail_Ph Deal Button"

   
   
2. On Unitholder Deal Summary screen, retrieve the details of a record by specifying the search criteria for the system to retrieve records.
   You can retrieve records based on:

   • Authorization Status
   • Record Status
   • Unit Holder/ CIF Number
   • Apply At CIF Level
   • Apply Deal At
   • Load ID
   • Effective Start Date
   • Effective End Date
3. Click Search after you have specified the required details.
   All records with the specified details are retrieved and displayed in the screen.
4. View the record details by double-clicking on the particular record.
   The details of the selected record will be displayed in the Unitholder Deal Maintenance Detail screen.
5. You can perform Edit, Delete, Amend, Authorize, Reverse, and Confirm operations by selecting the desired operations from the Action list. You can also search the record by using combination of % and alphanumeric value.