Search Policy

The Search Policy zone allows you to search for a policy using various search criteria. It contains the following two sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to indicate whether you want to search for a policy using the policy or person details. The valid values are: Policy Date/Policy Type/Status Source System/Policy Number/Description Person Name/Person Identifier Policy Characteristics Note: By default, the Policy Date/Policy Type/Status option is selected.	Yes
  Policy Type	Used to search policies which are created using a particular policy type. Note: This field appears when the Policy Date/Policy Type/Status option is selected from the Search By list.	No
  Start Date	Used to search policies which are effective from a particular date. Note: This field appears when the Policy Date/Policy Type/Status option is selected from the Search By list.	No
  Status	Used to search policies with a particular status. The valid values are: In Force/Active Canceled Pending Cancellation Pending Pending Reinstatement Pending Termination Post Runout Reinstated Runout Terminated Note: This field appears when the Policy Date/Policy Type/Status option is selected from the Search By list.	No
  End Date	Used to search policies which are effective till a particular date. Note: This field appears when the Policy Date/Policy Type/Status option is selected from the Search By list.	No
  Source System	Used to search policies which originated from a particular external system. Note: This field appears when the Source System/Policy Number/Description option is selected from the Search By list.	No
  Policy Number	Used to search a policy with a particular policy number. Note: This field appears when the Source System/Policy Number/Description option is selected from the Search By list.	No
  Description	Used to search policies with a particular description. Note: This field appears when the Source System/Policy Number/Description option is selected from the Search By list.	No
  Person Name	Used to search policies to which a particular person is associated. Note: This field appears when the Person Name/Person Identifier option is selected from the Search By list.	No
  Person Identifier Type	Used to indicate the person identifier type. Note: This field appears when the Person Name/Person Identifier option is selected from the Search By list.	Yes (Conditional) Note: If you specify the person identifier as a search criteria, you have to select the person identifier type.
  Person Identifier	Used to search policies to which a person is associated. Note: This field appears when the Person Name/Person Identifier option is selected from the Search By list.	Yes (Conditional) Note: If you specify the person identifier type as a search criteria, you have to specify the person identifier.
  Characteristic Type	Used to search policies for which a particular characteristic type is defined. Note: This field appears when the Policy Characteristics option is selected from the Search By list. The list includes only those characteristic types where the characteristic entity is set to Policy.	Yes (Conditional) Note: This field is required when you are searching for a policy using a characteristic.
  Characteristic Value	Used to search policies with a particular characteristic value. Note: This field appears when the characteristic type is selected. If you select a predefined characteristic type, the Search () icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears. On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.	Yes (Conditional) Note: This field is required when you are searching for a policy using a characteristic.

  Note: You must specify at least one search criterion while searching for a policy.

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Policy Number	Displays the policy number.
  Policy Information	Displays additional 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	Indicates the external system from where the policy is originated.
  Description	Displays the description 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.
  Status	Indicates the status of the policy. If the policy is created using the C1-POLICY business object, the valid values are: Pending In Force/Active Pending Cancellation Canceled Pending Reinstatement Reinstated Pending Termination Terminated However, if the policy is created using the C1-ASOPolicy business object, the valid values are: Pending In Force/Active Runout Post Runout
  Main Customer	This column displays different data depending on whether you search for a policy using the policy or person details. The following table describes this column: If you search for a policy using... Then... The Policy Date/Policy Type/Status, Source System/Policy Number/Description, or Policy Characteristics option The Main Customer column displays the name of the person who is the main customer of the policy. In addition, this column has a context menu 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. The Person Name/Person Identifier option The Main Customer column indicates whether the person is the main customer of the policy. The valid values are: Yes No
  Person Information	Indicates the person who is associated with the policy. In addition, this column has a context menu 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. This column appears when the Person Name/Person Identifier option is selected from the Search By list.
  Policy Person Role	Indicates the role using which the person is associated with the policy. Note: This column appears when the Person Name/Person Identifier option is selected from the Search By list.

  Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

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