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This page allows you to reverse a selected insurance claim. You can reverse claims that are in “Active” status. The system generates a unique reversal number and updates it with the corresponding claim number. The system stores the login ID of the user and the system date along with the reversal details.
Select the “Reverse Insurance Claim” link provided in the “Select Insurance Claim” page.
The “Reverse Insurance Claim” page appears.
The system displays the following:
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Reversal No |
The number identifying the reversal (Alphanumeric, 18). This number is generated and displayed by the system, when the “Reverse Claim” pushbutton is clicked. The number is displayed with the corresponding prefix and suffix of the numbering type selected in the “Numbering Type” field. The number is incremented from the last number available in the “Document Numbering Class” business component. |
Note: This field must not be left blank if “Manual” is selected in the “Numbering Type” field.
Enter the following field:
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Numbering Type |
Use the drop-down list box to select the numbering type for the login organization unit and the “Claim Reversal Voucher” transaction type. The numbering types must have already been defined in the “Create Numbering Class” activity of the “Document Numbering Class” business component and must be in “Active” status. The system displays the numbering type set as default for the transaction in the “Document Numbering Class” business component. |
The system displays the following:
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Status |
The status of the claim. It must be “Active”. |
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Claim No |
The number identifying the claim. |
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Policy No |
The code identifying the policy. |
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Renewal No |
The number identifying the renewal details of the insurance policy. |
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Total Claim Amount |
The total amount claimed from the insurance company. |
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Finance Book |
The code identifying the finance book in which the details are posted. |
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Claim Date |
The date on which the claim was raised. |
The system displays the following in the “Asset Information” multiline:
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Asset No |
The code identifying the asset. |
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Asset Desc. |
A textual description of the asset. |
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Tag No |
The code identifying the asset tag. |
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Tag Desc. |
A textual description of the asset tag. |
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Tag Status |
The status of the asset tag. It must be “Active” or “Marked for Insurance”. |
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Insurable Value |
The value for which the asset has been insured. |
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Loss Incurred |
The amount incurred as loss due to valid reasons. |
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Claim Amount |
The amount claimed from the insurance company as settlement. |
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Reason |
The reason due to which the claim has been raised. |
Click the “Reverse Claim” pushbutton to reverse the claim made.
The system generates a reversal number if automatic numbering type has been opted. The system saves the reversal details and updates it along with the corresponding claim.
The system also updates the login ID of the user and the system date in the “Created By” and “Created Date” fields.
The system displays the following:
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Created By |
The login ID of the user who has raised the claim. |
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Created Date |
The date on which the claim was raised. |
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Last Modified By |
The login ID of the user who last modified the claim. |
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Last Modified Date |
The date on which the last claim was settled. |
To proceed, carry out the following
Select the “Accounting Information” link at the bottom of the page to view the accounting information of the reversal.
Select the "Attach Notes" link at the bottom of the page to add notes.
