Policy List

If you are viewing 360° information of a parent customer, the Policy List zone lists the policies to which the parent customer and its bill groups are associated. Note that the system lists the policies of all effective child persons whose person type is set to Bill Group and who are related to the parent customer using a relationship type which is specified in the Person Relationship Type option type of the C1-ASOBLLNG feature configuration.

Note: The system lists only those policies of the bill groups where the parent customer is associated as a policy holder.

If you are viewing 360° information of a bill group, the Policy List zone lists the policies to which the bill group is associated. If you are viewing 360° information of a person who is neither a parent customer nor a bill group, the Policy List zone lists the policies to which the person is associated. This zone appears when there is more than one policy associated with the person. It contains the following columns:

Column Name Column Description
Policy Number Displays the policy number.
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.
Policy Type Indicates the type of the policy.
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.
Note: Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.

On clicking the Broadcast (The Broadcast Icon) icon corresponding to a policy, the following zones appear in the Policy tab:

  • Policy Information

  • Policy Persons

  • Policy Plans

You can filter the list using various search criteria (such as, Policy Number, Start Date, Policy Type, End Date, and Status) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.

Related Topics

For more information on... See...
How to setup the C1-ASOBLLNG feature configuration Setting the C1-ASOBLLNG Feature Configuration
Policy Information zone Policy Information
Policy Persons zone Policy Persons
Policy Plans zone Policy Plans