Editing the Policy Details

Prerequisites

To edit the policy details, you should have:

  • Source systems defined in the application.

  • Policy person roles defined in the application.

  • Characteristic types defined in the application (where the characteristic entity is set to Policy)

Procedure

To edit the policy details:

  1. Search for the customer registration in the Customer Registration screen.
  2. In the Search Results section, click the link in the Customer Registration Information column corresponding to the customer registration whose policy details you want to edit.
    The Main tab appears in the Customer Registration screen.
  3. Click the Edit button in the Customer Registration zone.
    The Main page appears in the Customer Registration screen.
  4. Ensure that the Policies & Plans section is expanded in the Policies page.
  5. Click the Edit(The Edit Icon) icon in the View / Edit column corresponding to the policy whose details you want to edit.

    The Policy screen appears. It contains the following sections:

    • Main - Used to specify the basic details about the policy.

    • Persons - Used to associate persons with the policy.

    • Characteristics - Used to define the characteristics for the policy.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Policy Type Indicates the policy type using which the policy is defined in the system. Not applicable
    Policy Number Used to specify the policy number. Yes
    Description Used to specify the description for the policy. Yes
    Source System Used to indicate the external system from where the policy is originated.
    Note: This field is enabled when you are defining a policy using a policy type where the policy category is set to Fully-Insured Group or Fully-Insured Individual.
    		 Yes
    Start Date Used to specify the date from when the policy is effective.
    Note: The policy start date cannot be later than the policy end date.
    		 Yes
    End Date Used to specify the date till when the policy is effective.
    Note: The policy end date cannot be earlier than the policy start date.
    		 Yes
    Policy Person Role Used to indicate the role of the person for whom you are defining the policy. Yes
    Note: The Policies page appears when you are defining, editing, or copying a customer registration which is created using the C1-CustomerRegistrationHC business object.
  6. Modify the required details in the Main section.
  7. Define, edit, or remove characteristics of the policy in the Characteristics section, if required.
  8. Associate or disassociate persons from the policy in the Persons section, if required.
  9. Click Validate and Save.
    The changes made to the policy are saved.

Related Topics

For more information on... See...
How to search for a customer registration Searching for a Customer Registration
Customer Registration screen Customer Registration (Used for Viewing)
Customer Registration zone Customer Registration
How to define a policy Defining a Policy
How to define a characteristic for a policy Defining a Characteristic for a Policy
How to associate a person to a policy Associating a Person to a Policy
How to add a plan in a policy Adding a Plan in a Policy