Associating a Person with a Policy

Prerequisites

To associate a person with a policy, you should have:

  • Required persons defined in the application

  • Required policy person roles defined in the application

Procedure

To associate a person with a policy:

  1. Ensure that the Persons section is expanded when you are defining or editing a policy.

    The Persons section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Person Used to indicate the person that you want to associate with the policy.
    Note:

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Person Search window appears.

    On specifying the person ID, the person name appears corresponding to the Person field.

    		 Yes
    Sequence Used to specify the sequence number for the associated person. Yes
    Policy Person Role Used to indicate the role of a person in the policy. Yes
    Main Customer Used to indicate whether the person is the main customer of the policy.
    Note: At a time, only one person can be the main customer of the policy.
    		 Yes (Conditional)
    Note: You must select this option while associating a person who is the main customer of the policy.
    Start Date Used to specify the date from when the person is associated with the policy.
    Note:

    The start date cannot be later than the end date.

    The start date cannot be earlier than the policy start date and later than the policy end date.

    		 Yes
    End Date Used to specify the date till when the person is associated with the policy.
    Note:

    The end date cannot be earlier than the start date.

    The end date cannot be earlier than the policy start date and later than the policy end date. This validation is done when the policy is transition to the status which is not specified in the Skip Status for Policy Person End Date Validation parameter of the C1-POLBOVAL algorithm. For example, if you set the Skip Status for Policy Person End Date Validation parameter of the C1-POLBOVAL algorithm to TERMINATED, the system will not perform this validation when the status of the policy is changed to Terminated.

    		 No
  2. Enter the required details in the Persons section.
    Note: While associating the persons with a policy, you must always ensure that one person is the main customer of the policy.
  3. If you want to associate more than one person with the policy, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to dissociate a person from the policy, click the Delete (The Delete Icon) icon corresponding to the person.
  4. Click Save.
    The persons are associated with the policy.

Related Topics

For more information on... See...
How to define a policy Defining a Policy
How to edit a policy Editing a Policy