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UAT for CPS Payables Specialists (Conversions (increas amount, expense…
UAT for CPS Payables Specialists
New issue
Multiple waver category
not recognized by Sonata
Partial clawbacks
clawback % incorrect
Alter life details
within 3 months should clawback
not recognizing other alterations
Conversions
increas amount
expense group
inital & bonus comm
trail comm
Adjustments & Jnls
correction of Sonata calc's etc in NAV
Trail commissions
Loadings
< 3 months clawback
no payment on per mille
Reinstatment
partial reinstatement
2nd lapse incorrect comm
recreate policy
Reversals
not showing / recognized by Sonata
Claims
check clawbacks
check trail commission
Non-commissionable activities
Commissionable activities
waiting period
parameter
Reduction after anniversary
clawbacks
CPI decline
Change of Rider
clawback
increase in comm
Large sum discounts
increase cover overpaid
Change of advisor
clawback liability
Cancellations
Splits & mergers
not recognized by Sonata