Policy Information

The Policy Information zone displays information about the policy defined for the person in a customer registration. It contains of the following sections:

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

    Field Name Field Description
    Policy Information Displays the concatenated string of information about the policy separated by a comma (,).
    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 Indicates the external system from where the policy is originated.
    Start Date Displays the date from when the policy is effective.
    Policy Type Indicates the policy type using which the policy is defined in the system.
    End Date Displays the date till when the policy is effective.
    Policy Number Displays the policy number.
    Policy Person Role Indicates the role of the person for whom the policy is defined in the system.
  • Persons - Lists the persons associated to the policy. It contains the following columns:

    Column Name Column Description
    Person Information Displays the person who is associated to the policy. 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 Person screen appears where you can view the details of the respective person.
    Sequence Displays the order in which the person is associated to the policy.
    Policy Person Role Indicates the role of the associated person in the policy.
    Main Customer Indicates whether the associated person is the main customer of the policy.
    Start Date Displays the date from when the person is associated to the policy.
    End Date Displays the date till when the person is associated to the policy.
  • 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 for the characteristic type.

Related Topics

For more information on... See...
How to define a policy Defining a Policy
How to view the details of a policy Viewing the Details of a Policy
How to view the details of a customer registration Viewing the Customer Registration Details