Help On Policy Renewal

This Help page allows you to search and select a renewed insurance policy and transfer the same to the field in which it is required.

You can carry out a search based on the code identifying the insurance company that has issued the policy, the type of the policy, the code identifying the finance book in which the policy details are available, the asset and the asset tag that has been insured by the policy. You can also search by indicating whether a blanket payment has been made for the policy that you want to retrieve. You can also carry out a search specifying a range of policy numbers and a range of the dates during which the policy falls. The system retrieves the details of the renewed policy based on the search criteria entered. The selected policy is transferred to the required page, when it is confirmed.

Click the lens icon positioned next to the “Renewal No.” field.

The “Help On Policy Renewal” page appears.

Enter the following fields in the “Search Criteria” group box to search for a renewed insurance policy :

Insurance Company	Use the drop-down list box to select the code identifying the insurance company that has issued the policy. All the insurance companies that have been defined will be available for selection in the ascending order.
Policy Type	Use the drop-down list box to select the type of the policy that you want to retrieve. All the policy types that have been defined as quick codes in the “Create Quick Code” activity of the “Quick Code Definition” business component and are in the “Active” status will be available for selection in the ascending order. The system displays “All” by default on launch of the page.
Blanket Payment	Use the drop-down list box to retrieve insurance policies for which blanket payments have been made. You can select from “Yes” or “No”. The system displays “Yes” by default on launch of the page.
Finance Book	Use the drop-down list box to select the code identifying the finance book in which the policy details have been posted. All the finance books that have been mapped to the login organization unit will be available for selection in the ascending order.
Asset No	The code identifying the asset for which the insurance has been renewed (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the policies that have been renewed for the assets that are similar to the value entered here.
Tag No	The code identifying the asset tag for which the insurance has been renewed (Integer). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the policies that have been renewed for the asset tags that are similar to the value entered here.
Policy No From	The starting code in the range of codes identifying the policies that you want to retrieve (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the policies that have codes that are greater than or similar to the value entered here.

Note: The code entered in this field must be before the value entered in the “To” field.

To	The ending code in the range of codes identifying the policies that you want to retrieve (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the policies that have codes lesser than or similar to the value entered here.

Note: The code entered in this field must be greater than the code entered in the “From” field.

Effective Period From

The start date of the period during which the asset is covered by the policy (Date Format). The system retrieves all the policies that have period start dates similar to the date entered here.

Note: If this field is left blank and the “To” date is entered the system retrieves all the policies that have effective periods from the beginning of the century till the date entered in the “To” field.

To	The end date of the period during which the asset is covered by the policy (Date Format). The system retrieves all the policies that have period end dates similar to the date entered here.

Note: If this field is left blank and the “From” date is entered the system retrieves all the policies that have effective periods starting from the date entered in the “From” field till the system date.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following in the “Search Results” multiline based on the search criteria entered:

Policy No	The code identifying the insurance policy.
Policy Desc.	A textual description of the policy.
Renewal No	The code identifying the renewal.
Insurance Company Code	The code identifying the insurance company.
Policy Amount	The amount for which the policy has been raised.
Policy Type	The type of the insurance policy.
Finance Book	The code identifying the finance book in which the policy details are available.

Check the box in the “Select” column of the multiline to select a renewed insurance policy.
Click the “OK” pushbutton.