2.11 Process Policy SI Summary

This topic provides the systematic instructions to view, reverse, delete or authorize a policy transactions.

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

   Figure 2-30 Policy SI Summary

   
   

   
   Description of "Figure 2-30 Policy SI Summary"

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

   Table 2-29 Policy SI Summary - Field Description

   Field	Description
   Quick Find Options	This section displays the following details.
   Operation	Optional Select the operation for policy transaction from the drop-down list. The list displays the following values: View Reverse Delete Auth
   Transaction Type	Optional Select the type of transaction from the drop-down list. The list displays the following values: Premium Annuity Tax on Annuity Phase In Periodic Fee Redemption Policy Reinvestment Policy Rebate
   Reference Number	Alphanumeric; 16 Characters; Optional Specify the reference number for the policy.
   Transaction From Date	Date Format; Optional Specify the from date from which the policy SI transactions are to be fetched.
   Select	Optional Select Yes from the drop-down list to select the policy transaction. Else select No.
   Policy Number	Alphanumeric; 16 Characters; Optional Specify the policy number. Alternatively, you can select policy number from the option list. The list displays all valid policy number maintained in the system.
   Policy Transaction Number	Alphanumeric; 16 Characters; Optional Specify the policy transaction number. Alternatively, you can select policy transaction number from the option list. The list displays all valid policy transaction number maintained in the system.
   Policy Transaction Status	Optional Select the policy transaction status from the drop-down list. The list displays the following values: Unauthorized Authorized/ UnAllotted Allotted Amend Before Allocation Amend After Allocation All
   Transaction To Date	Date Format; Optional Specify the to date up to which the policy SI transactions are to be fetched. Click the Execute Query button after specifying the necessary details.
   Details	The system displays the following values.
   Policy Transaction Number	Display The system defaults the selected policy transaction number. If the policy transaction number is not selected, then the system will show all the policy transactions satisfying the filter criteria.
   Policy Number	Display The system displays the policy number
   Product ID	Display The system displays the Product ID for the policy.
   Transaction Date	Display The system displays the Transaction date for the policy transaction.
   Policy Holder ID	Display The system displays the Policy holder ID for the policy.
   Transaction Reference Number	Display The system displays the Reference number for the policy transaction.
   Maker ID	Display The system displays the Maker ID for the policy transaction.
   Maker Date Stamp	Display The system displays the Maker date stamp for the policy transaction.
   Checker ID	Display The system displays the Checker ID for the policy transaction.
   Checker Date Stamp	Display The system displays the Checker date stamp for the policy transaction.
   Auth Status	Display The system displays the Auth status for the policy transaction.
   Status	Display The system displays the status of the operation carried on policy transaction.
   Policy Transaction Status	Display The system displays the status of the policy transaction. Note: System in menu shows the operation code as per the operation selected by user in the screen.