3.1 Process Policy Transaction-TOPUP Detail

This topic provides the systematic instructions to enter and save a Top Up transaction.

After subscribing to a Policy in any of the Products of the AMC, the Policyholder may deem it necessary to increase his contribution in the Policy at any given point of time. In such an event, he can request for a Policy transaction to be initiated. Such investments are called top ups in the system.

The following are the steps you need to follow to enter and save a Top Up transaction.
  • Start the Policy Transaction-TOPUP Detail screen.
  • Enter information in the Policy Transaction-TOPUP Detail screen.
  • Save the information entered.

Start the Policy Transaction-TOPUP Detail

  1. On Home screen, type LEDPLTOP in the text box, and click Next.
    The Policy Transaction-TOPUP Detail screen is displayed.

    Figure 3-1 Policy Transaction-TOPUP Detail


    Description of Figure 3-1 follows
    Description of "Figure 3-1 Policy Transaction-TOPUP Detail"

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

    Table 3-1 Policy Transaction-TOPUP Detail - Field Description

    Field Description
    Policy Txn Number

    Display

    This is a unique identification for the Policy transaction that is effected in this Policy. It is generated by the system when all details that are mandatory for the transaction profile have been successfully entered, and the transaction record is saved.
    Transaction Reference Number

    Alphanumeric; 16 Characters; Optional

    Specify a unique identification for this Policy transaction that will be used in all subsequent references to this transaction, before it is authorized.
    Policy Number

    Alphanumeric; 16 Characters; Mandatory

    Select the Policy on which this transaction is to be effected. You can use the Find Policy Options screen. The Policy selected must be an authorized, active Policy on which the underlying initial investment transaction has already been generated.

    Policy Start Date

    Display

    When you select the Policy Number, the start date of the selected Policy is displayed here.
    Product ID

    Display

    When the Policy is specified, the ID of the product under which the corresponding Policy has been created is displayed in this field.
    Product Name

    Display

    When the Policy is specified, the name of the product under which the corresponding Policy has been created is displayed in this field.
    Policy Holder ID

    Display

    When you specify the Policy Number, the ID of the Policy holder is displayed here.
    Name

    Display

    When the Policy Number is selected, the name of the corresponding Policyholder is displayed here.
    Policy Maturity Date

    Display

    The maturity date of the Policy is taken from the Policy creation details and displayed here. You will not be allowed to change the same.
    Policy Base Currency

    Display

    The system displays the policy base currency.
  3. Click Save when you have entered all the mandatory information.
    The system displays the following confirmation message Record Successfully Saved.
  4. Click Ok button from the dialog box.
    This indicates the record has been saved.
  • Policy Fin Wizard Detail
    This topic provides the systematic instructions to know the details of the holdings in the funds.
  • Ph Deal
    This topic provides the systematic instructions to view the details of all the deals set up for the unit holder.
  • Transaction Details Tab
    This topic explains the transaction details tab of Policy Transaction-TOPUP Detail screen.
  • Asset Allocation Tab
    This topic explains the asset allocation tab of Policy Transaction-TOPUP Detail screen.
  • Payment Details Tab
    This topic explains the payment details tab of Policy Transaction-TOPUP Detail screen.
  • Broker Details Tab
    This topic explains the broker details tab of Policy Transaction-TOPUP Detail screen.
  • Load Override Details Tab
    This topic explains the load override details tab of Policy Transaction-TOPUP Detail screen.
  • Add Info Tab
    This topic explains the additional information tab of Policy Transaction-TOPUP Detail screen.
  • Processing Back Data Propagation for Transactions
    This topic provides information on processing Back Data Propagation for transactions.

Parent topic: Policy Transactions-TOPUP