2.1 Process Policy Maintenance Detail

This topic provides the steps you need to follow to create a Policy.

Following are the steps you need to follow to create a Policy. Each of these steps is explained in detail in subsequent sections.

Note:

Any investor, who desires to invest in any of the Products by purchasing a Policy in a product, can invest only if he is a valid Unit Holder with an account in the system. Therefore, you must first set up a Unit Holder account for the Policy Holder in the system.

Refer to the topic Managing Investor Accounts for further information in the Entities User Manual.

• Start the Policy Maintenance Detail screen.
• Enter information in the Policy Maintenance Detail screen.
• Save the information entered.

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

   Figure 2-1 Policy Maintenance Detail

   
   

   
   Description of "Figure 2-1 Policy Maintenance Detail"

   
   
2. On Policy Maintenance Detail screen, click New to enter the details.
   For more information on fields, refer to the field description table.

   Table 2-1 Policy Maintenance Detail - Field Description

   Field	Description
   Unit Holder ID	Alphanumeric; 12 Characters; Mandatory Enter the Unit Holder ID of the Policy Holder. System allows you to create a policy for unauthorized Unit Holder IDs. However, a policy can be authorized only if the policy holder has been authorized in the system. You can also search for unit holder ID by clicking the Find UH button.
   Unit Holder Name	Display System will default Unitholder Name for the selected Unit Holder ID.
   CIF Number	Display The system displays the CIF Number of the Policy Holder.

   Note:

   • You have the option of using the UnitHolder Find Options screen to enter the CIF Number and Unit Holder ID. This screen is processed when you click Find UH option list.
   • Once you have entered the Unit holder ID, the CIF Number and the Unit Holder Name will get updated.

• Policy Information Tab
  This topic explains the policy information tab of Policy Maintenance Detail screen.
• Policy Details Tab
  This topic explains the policy details tab of Policy Maintenance Detail screen.
• Additional Details Tab
  This topic explains the additional details tab of Policy Maintenance Detail screen.
• Intermediary Details Tab
  This topic explains the intermediary details tab of Policy Maintenance Detail screen.
• Beneficiary Details Tab
  This topic explains the beneficiary details tab of Policy Maintenance Detail screen.
• Constituent Details Tab
  This topic explains the constituent details tab of Policy Maintenance Detail screen.
• Projected Return Value Tab
  This topic explains the projected return value tab of Policy Maintenance Detail screen.
• Payment Details Button
  This topic explains the payment details button of Policy Maintenance Detail screen.
• Asset Allocation Button
  This topic explains the Asset Allocation button of Policy Maintenance Detail screen.
• Premium Details Button
  This topic explains the Premium Details button of Policy Maintenance Detail screen.
• Annuity Details Button
  This topic explains the Annuity Details button of Policy Maintenance Detail screen.
• Recurring Switch Details Button
  This topic explains the Recurring Switch Details button of Policy Maintenance Detail screen.
• Initial Load Override Button
  This topic explains the Initial Load Override button of Policy Maintenance Detail screen.
• Premium Load Override Button
  This topic explains the Premium Load Override button of Policy Maintenance Detail screen.
• Annuity Load Override Button
  This topic explains the Annuity Load Override button of Policy Maintenance Detail screen.
• Recurring Switch Load Override Button
  This topic explains the Recurring Switch Load Override button of Policy Maintenance Detail screen.
• Add Info Button
  This topic explains the Add Info button of Policy Maintenance Detail screen.
• Garnishee Details Button
  This topic explains the Garnishee Details button of Policy Maintenance Detail screen.