Versions Compared

Version Old Version 4 New Version Current
Changes made by

Anne Vu: Insurance-VN

Samantha Tran: Insurance-VN

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The Policy Actions & Warnings allows feature enables you to see the warnings to be aware of and actions to be taken.

To go to Policy Actions & Warnings, please navigate to menu Insurance.

...

Prerequisites

view important warnings and necessary actions.

Info

Before you begin: You need permission to

...

View Policies to access this feature.

Expand
titlePolicy Actions & Warnings list

  1. Go to Insurance Menu → Policy Actions & Warnings

...

Image Added

    The list will show all policies having outstanding actions and warnings on:

    • Motor registry

    • Policy document

    • Termination letter

    ...

    Each row is the policy, has the following information:

    1. Policy reference: click to see policy details

    2. Product: name of product

    3. Description: description of the policy

    4. Period: policy period

    5. Number of actions: click to see policy details

    6. Earliest action date

    7. Latest action date

    Notes: You need to go to policy details to see the detailed warnings and actions on that policy, and also take action there if it’s applicable (the action can be retried and you have sufficient permissions).

    Clear warnings

    On Policy Actions & Warnings list, if you have permission to clear policy warnings, you will see this action icon.

    ...

    Click on Clear warnings action, it will show a confirmation below.

    ...

    If you click Yes, this action will remove the policy item in the list, but not actually clear/remove warnings from the policy. This only means you already acknowledged the issue. To resolve the outstanding issue, you need to view policy details and take action there if it’s applicable.

    Warning indicator on Policy list

    If a policy has warnings / actions, there will be a small indicator on Policy list as below.

    ...

    1. View the list of policies with pending actions or warnings related to the Motor Registry, Policy Document, or Termination Letter.

    2. Click on the policy reference to view the policy details, where you can see the warnings and what needs to be done. If you have the right permissions and retrying is an option, you can also take action directly from there.

    Expand
    titleHow can I clear all the warnings for a policy?

    1. Open the Policy Actions & Warning list

    2. Click on the Clear Warnings button

    Image Added

    1. Confirm the dialog

    Image Added

    1. When you confirm, the warning will be removed from the list.

      1. Please note that this action only removes the warning from the list, but doesn’t resolve it. To address the issue, you will need to access the policy details and take appropriate action.