5.2.7 Reverse Policy Transaction-Surrender Record

This topic provides the systematic instructions to reverse Policy Transaction-Surrender record.

You can reverse a policy that you have already entered into the system, provided it has not been subsequently authorized. You can perform this operation as follows:

1. Start the Policy Transaction-Surrender Summary screen from the Browser.
2. Select the status of the record that you want to retrieve for reversal.
3. Specify any or all of the details and click Search button.
   All records with the specified details are retrieved and displayed in the screen.
4. Double-click the record that you wish to reverse in the list of displayed records.
   The Policy Transaction-Surrender Detail screen is displayed.
5. Select Reverse operation from the Action List.
   The system prompts you to confirm the reversal of record.
6. Click Save button to save your changes.
   Refer topics Allocation Details for information on the Allocation Details screen.