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Comment: - Add checkbox "Send termination email for this policy"
- Upload the screenshot of popup 'Terminate Policy'

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Ticket no.

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Created on

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Created by

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Description

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Original version

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Jira Legacy
serverSystem JIRA
serverId3264e921-f3f0-3b41-bed0-68a0a5ae0b36
keyVAR-129

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Chang Duong: Insurance-VN

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Allow user to select the email template they want to send out to client in case of the termination policy

You need permission “Terminate policy” to do this.

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On Termination popup, you need to provide:

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Status
colourPurple
titleVAR-129

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  1. Effective from: is the termination date, can select any date between policy start date and end date.

  2. Reason: select reason why policy should be terminated.

  3. New Premium with Recalculate button: you need to click Recalculate button to get the final premium of the policy for its actual effective period (which is from policy start date to termination date).

  4. Status
    colourPurple
    titleVAR-129
    Check/Uncheck box: Send termination email for this policy. If it doesn’t request to send termination email to client, uncheck the option. It is allowable to select any policy termination email template available to client once the box is checked as following screenshot:

    Image RemovedImage Added
  5. If you agree, click Terminate button to proceed.

  6. If you select the termination date in the past or today, the policy will be terminated immediately and its status is changed to “Terminated”.

  7. If you select the termination date in the future, the policy will be terminated on future date and its status is changed to “Pending Termination”.

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