Policy Information

The Policy Information zone displays the details of the policy. It contains the following sections:

  • Main - Displays the basic information about the policy. It contains the following fields:

    Field Name Field Description
    Policy Information Displays information about the policy.
    Note: It has a link. On clicking the link, the Policy screen appears where you can view the details of the respective policy.
    Source System Displays the name of the external system in which the policy is created.
    Policy Number Displays the policy number.
    Status Indicates the status of the policy.
    Start Date Displays the date from when the policy is effective.
    End Date Displays the date till when the policy is effective.
    Runout End Date Displays the date when the runout period of the policy ends.
    Note: This field appears when you are viewing the 360° information of a person who is associated with a self-funded policy.
    Runout Administration Fees Indicates whether the administration fees must be charged when the claim transaction for the policy is processed in the runout period. The valid values are:

    • None

    • Percentage of Claim

    Note:

    This field appears when you are viewing the 360° information of a person who is associated with a self-funded policy.

    At present, this field is used only for the information purposes and is not considered during the billable charge creation for the claim transactions which are received in the runout period of the policy.
    Advance Deposit Applicability Indicates whether the advance deposit is applicable for the policy. The valid values are:

    • Y

    • N
    Advance Deposit Amount Displays the advance deposit amount.
    Advance Deposit Grace Days Displays the grace days which is used to derive the grace period within which the advance deposit should be received from the group customer for the policy.
    Advance Deposit Account Displays the advance deposit account linked with the policy.
    Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.

  • Characteristics - Lists the characteristics defined for the policy. It contains the following columns:

    Column Name Column Description
    Effective Date Displays the date from when the characteristic is effective for the policy.
    Characteristic Type Indicates the characteristic type.
    Characteristic Value Displays the value of the characteristic type.