Selecting insurance policy for viewing

This page allows you to search and select an insurance policy for viewing the details. If you know the code identifying the policy that you want to view, you can enter it directly. Otherwise, you can carry out a search based on the insurance company that has issued the policy and the type of the insurance policy. You can 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. You can also search by specifying the asset and the asset tag for which the policy has been created. The system retrieves all the insurance policies based on the search criteria entered.

Select the “View Insurance Policy” link under the “Asset Insurance” business component.

The “Select Insurance Policy” page appears.

Enter the following field if you are aware of the code identifying the policy for which you want to view details:

Policy No

The code identifying the insurance policy you want to view (Alphanumeric, 18).

Select the “View Insurance Policy” link provided alongside to view the details of the insurance policy.
Enter the following fields in the “Search Criteria” group box to search for the code identifying the policy for which you want to view the details. Data entry in the following fields is optional.

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 view. 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 asset details have been posted. All the finance books that have been mapped to the login organization unit will be available for selection in the alphabetical order.
Asset No	The code identifying the asset for which you want to view the policy details (Alphanumeric, 18).
	Help facility available
Tag No	The code identifying the asset tag for which you want to view the policy details (Integer).
	Help facility available
Policy No From	The starting code in the range of codes identifying the policies that you want to retrieve for viewing (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.

The ending code in the range of codes identifying the policies that you want to retrieve for viewing (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.

Status	Use the drop-down list box to select the status of the policy for which you want to view the details. You can select from "Draft", "Fresh", “Active", "Renewed" and "Closed". The system displays the “Blank” by default on launch of the page.
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

User ID

The login ID of the user who created the policy that you want to authorize (Alphanumeric, 15).

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.
	Data hyperlink available
Policy Desc.	A textual description of the policy.
Renewal No	The code identifying the renewal.
Insurance Company	The name of the insurance company.
Policy Amount	The amount for which the policy has been raised.
Policy Type	The type of the insurance policy.