Plan Information

The Plan Information zone displays information about the policy plan that is added in a policy. It contains of the following sections:

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

    Field Name Field Description
    Plan Information Displays the concatenated string of information about the policy plan separated by a comma (,). In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Policy Plan screen appears where you can view the details of the respective policy plan.
    Plan Number Displays the policy plan number.
    Price Item Indicates the price item that is associated with the policy plan.
    Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item.
    Start Date Displays the date from when the policy plan is effective for the policy.
    End Date Displays the date till when the policy plan is effective for the policy.
  • Pricing Rule Types - Lists the pricing rule types that are associated with the policy plan. It contains the following column:

    Column Name Column Description
    Pricing Rule Types Displays the pricing rule type that is associate with the policy plan.
    Note: It has a link. On clicking the link, the Pricing Rule Type screen appears where you can view the details of the respective pricing rule type.
  • Characteristics - Lists the characteristics defined for the policy plan. It contains the following columns:

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

Related Topics

For more information on... See...
How to add a plan in a policy Adding a Plan in a Policy
How to view the details of a policy plan Viewing the Details of a Policy Plan
How to view the details of a customer registration Viewing the Customer Registration Details