8.2 Policy Cession Summary

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

Retrieve Policy Cession Record

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

    Figure 8-2 Policy Cession Summary


    Description of Figure 8-2 follows
    Description of "Figure 8-2 Policy Cession Summary"

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

Parent topic: Policy Cession Maintenance