4.2 Policy Transaction-Switch Summary

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

Retrieve Policy Transaction-Switch Record

  1. On Home screen, type LESPLSWI in the text box, and click Next.
    The Policy Transaction-Switch Summary screen is displayed.

    Figure 4-9


    Description of Figure 4-9 follows
    Description of "Figure 4-9 "

  2. On Policy Transaction-Switch 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 Transaction Number
    • Policy Number
    • Product ID
    • Transaction Type
    • Transaction Date
    • Policy Holder ID
    • Transaction Reference Number
    • Allotted Flag
  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 Transaction 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 Transaction Number by using the combination of % and alphanumeric value as follows:
    • Search by A%: System will fetch all the records whose Policy Transaction Number starts from Alphabet ‘A’. For example, AGC17, AGVO6, AGC74 etc.,
    • Search by %7: System will fetch all the records whose Policy Transaction Number ends by numeric value’ 7’. For example, AGC17, GSD267, AGC77 etc.,
    • Search by %17%: System will fetch all the records whose Policy Transaction Number contains the numeric value 17. For example, GSD217, GSD172, AGC17 etc.,
    • Search by 66%: System will fetch all the switch transactions.

Parent topic: Policy Transactions-Switch