4.1.5 Broker Details Tab

This topic explains the broker details tab of Policy Transaction-Switch Detail screen.

1. On Policy Transaction-Switch Detail screen, click Broker Details tab.
   The Broker Details are displayed.

   Figure 4-6 Policy Transaction-Switch Detail_Broker Details Tab

   
   

   
   Description of "Figure 4-6 Policy Transaction-Switch Detail_Broker Details Tab"

   
   
2. Click the Fetch Broker Details button to fetch the broker details. The broker details can be fetched in the following two ways:
   Click the Fetch Broker Details to view broker details. However, you can amend the values.
   1. It can be fetched directly by clicking the Fetch Broker Details button.
      The system will automatically default the broker details maintained at the policy level.
   2. It can also be selected in the screen itself by clicking the Add icon. Select the Broker Code from the option list. You should also specify the split percentage.
      You can follow this step when you want to fetch the broker details that are maintained at the policy level.
3. On Broker Details tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 4-5 Broker Details - Field Description

   Field	Description
   Broker Code	Alphanumeric; 12 Characters; Mandatory Broker Code is defined when a broker is created. Select the broker code from the option list.
   Broker Name	Display Once you select the broker code, the broker name gets populated.
   Parent Broker Code	Display Once you select the broker code, the parent broker code gets populated.
   Split Percentage	Numeric; 5 Characters;, Mandatory Specify the percentage of the commission that the selected broker is entitled to receive on any transactions put through for the investor. When the policy number is selected the split percentage as mentioned in the policy is defaulted here. This percentage must not exceed one hundred percent. Note: If you specify more than one broker in this section, the split percentages for all brokers, when summed up, must not exceed or fall below one hundred percent.