5.2 Policy Transaction-Surrender Summary

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

Retrieve Policy Transaction-Surrender Record

1. On Home screen, type LESPLSUR in the text box, and click Next.
   The Policy Transaction-Surrender Summary screen is displayed.

   Figure 5-10 Policy Transaction-Surrender Summary

   
   

   
   Description of "Figure 5-10 Policy Transaction-Surrender Summary"

   
   
2. On Policy Transaction-Surrender 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 Transaction Number
   • Policy Number
   • Product ID
   • Transaction Type
   • Transaction Date
   • Policy Holder ID
   • Transaction Reference Number
   • Allotted Flag
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 Product 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 Product ID by using the combination of % and alphanumeric value as follows:

   • Search by A%: System will fetch all the records whose Product ID starts from Alphabet ‘A’. For example, AGC17, AGVO6, AGC74 etc.,
   • Search by %7: System will fetch all the records whose Product ID ends by numeric value’ 7’. For example, AGC17, GSD267, AGC77 etc.,
   • Search by %17%:- System will fetch all the records whose Product ID contains the numeric value 17. For example, GSD217, GSD172, AGC17 etc.,

• Edit Policy Transaction-Surrender Record
  This topic provides the systematic instructions to edit Policy Transaction-Surrender record.
• View Policy Transaction-Surrender Record
  This topic provides the systematic instructions to view Policy Transaction-Surrender record.
• Delete Policy Transaction-Surrender Record
  This topic provides the systematic instructions to delete Policy Transaction-Surrender record.
• Authorize Amended Policy Transaction-Surrender Record
  This topic provides the systematic instructions to authorize amended Policy Transaction-Surrender record.
• Amend Policy Transaction-Surrender Record
  This topic provides the systematic instructions to amend Policy Transaction-Surrender record.
• Reverse Policy Transaction-Surrender Record
  This topic provides the systematic instructions to reverse Policy Transaction-Surrender record.