Please enable JavaScript.

Coggle requires JavaScript to display documents.

Underwriting Module (7.0), Product Builder, Product Builder Section,…

- - - - Add new policy plan
        (7.1.2.3.1)
        
        Add new Excess
        (7.1.2.3.1.2)
        
        Add new Peril
        (7.1.2.3.1.1)
    - - Business and commission parties
        (7.1.2.2.4)
      - Quotation Additional Informations
        (7.1.2.2.1)
      - Documents
        (7.1.2.2.2)
      - Loading and Discounts
        (7.1.2.2.3)
    - - Add New Risk
        (7.1.2.4.2)
        
        Risk Inventory
        (7.1.2.4.2.4)
        
        Upload Excel
        (7.1.2.4.2.4.2)
        
        Add new Risk Inventory
        (7.1.2.4.2.4.1)
        
        Excess
        (7.1.2.4.2.6)
        
        Add New Excess
        (7.1.2.4.2.6.1)
        
        Risk Perils
        (7.1.2.4.2.8)
        
        Add new Risk Peril
        (7.1.2.4.2.8.1)
        
        Risk Premium Breakup
        (7.1.2.4.2.9)
        
        Risk Documents
        (7.1.2.4.2.10)
        
        Risk Assessment
        (7.1.2.4.2.3)
        
        Add new Risk Assessment
        (7.1.2.4.2.3.1)
        
        Risk Information
        (7.1.2.4.2.1)
        
        Financial Interest
        (7.1.2.4.2.5)
        
        Add New Financial Interest
        (7.1.2.4.2.5.1)
        
        Loading and Discounts
        (7.1.2.4.2.7)
        
        Add New Loading
        and Discount
        (7.1.2.4.2.7.1)
        
        Statements
        (7.1.2.4.2.11)
        
        Statutory Collection
        (7.1.2.4.2.12)
        
        Additional Informations
        (7.1.2.4.2.2)
      - Excel Upload
        (7.1.2.4.1)
    - - Quotation Premium Breakup
        (7.1.2.5.1)
      - Task to Complete
        (7.1.2.5.4)
      - Authorization
        (7.1.2.5.5)
      - Statements
        (7.2.2.5.2)
      - Business and commission party
        (7.2.2.5.3)
        
        Product Builder
        Type-Intermediaries defined in pb
    - - Customer Details
        (7.1.2.1.1)
        
        Add Customer
        (7.1.2.1.1.1)
        
        Admin Module
        Verify against Blacklist
        
        Customer type
        
        Individual
        (7.1.2.1.1.1.1)
        
        Enum Management
        Contact Type
        
        Corporate
        (7.1.2.1.1.1.2)
        
        Enum Management
        Contact Type
        
        Add Address
        (7.1.2.1.1.2)
      - Overview
        (7.1.2.1.2)
- - - - Customer Details
        (7.2.2.1.1)
        
        Add Customer
        (7.2.2.1.1.1)
        
        Customer Type
        
        Corporate
        (7.2.2.1.1.1.2)
        
        system references
        Title
        Language
        Category
        Country
        Priority Level
        
        Enum Management
        Contact Type
        
        System References
        Customer Identification Type
        
        Individual
        (7.2.2.1.1.1.1)
        
        system references
        (need to update -CR-format management)
        Title
        Language
        Category-Category
        Priority Level-Priority
        Nationality-Nationality
        Country
        Gender
        Martial Status
        
        Enum Management
        Contact Type
        
        Admin Module
        Verify against Blacklist
        
        Add Address
        (7.2.2.1.1.1.2)
        
        System References
        Address Type
      - Overview
        (7.2.2.1.2)
        
        Admin-Branch Management
        Branch
        
        Admin-Class Management
        Class
        
        Product Builder
        Language
        Product
        Period From
        Premium Settle Mode
        Duration
        Mode of Business.
        Currency-define product
        Sum Insured-Premium calculation method
        Premium
        
        Admin-Staff Management
        Account Handler
    - - Policy Additional Information
        (7.2.2.2.1)
        optional
      - Loading and Discounts
        (7.2.2.2.2)
      - Documents
        (7.2.2.2.3)
      - Business and
        Commission Parties
        (7.2.2.2.4)
        
        System References
        Type
        
        Sales and Marketing Module
        Intermediary Name
        Commission
        
        Product Builder
        Commission
    - - Add New Policy Plan
        (7.2.2.3.1)
        
        Product Builder
        Section
        
        Add New Peril
        (7.2.2.3.1.1)
        
        Product Builder-Peril
        Peril name
        Sum insured
        Default rate/percentage
        Minimum rate/percentage
        Maximum rate/percentage
        Excess type
        Excess rate
        Excess narration
        
        Add New Excess
        (7.2.2.3.1.2)
        
        Product Builder-Excess
        Excess type
        Excess rate/percentage
    - - View Added Risks
        (7.2.2.4.1)
        
        Search Risk
        (7.2.2.4.1.1)
      - Add New Risk
        (7.2.2.4.3)
        
        Risk Information
        (7.2.2.4.3.1)
        
        System References
        Main Risk Code
        Occupations
        
        Product Builder
        Section
        Relationship
        Effective from - depending on backdate
        parameters(product builder)
        
        policy plan
        plan
        
        Additional Information
        (7.2.2.4.3.2)
        
        Product Builder
        additional information fields are generated based on the product defined in the workflow-formetic
        
        Ex:Vehicle No
        Chassis No
        Fuel Type
        
        Risk Assessment
        (7.2.2.4.3.3)
        
        Add new Risk Assessment
        (7.2.2.4.3.3.1)
        
        System References
        Assessment Type
        
        Assessor Module
        Assessor name
        
        Risk Inventory
        (7.2.2.4.3.4)
        
        Add New Risk Inventory
        (7.2.2.4.3.4.1)
        
        System References
        Category
        Sub category
        Unit
        
        Upload Excel
        (7.2.2.4.3.4.2)
        
        Financial Interest
        (7.2.2.4.3.5)
        
        Add New Financial Interest
        (7.2.2.4.3.5.1)
        
        System References
        Financial Institute
        
        Currency code -currency management
        
        Excess
        (7.2.2.4.3.6)
        
        Add New Excess
        (7.2.2.4.3.6.1)
        
        product builder-section parameters
        (Excess defined in product builder level)
        Excess Type
        Rate
        Percentage
        Narration
        
        Risk Perils
        (7.2.2.4.3.7)
        
        Add New Risk Perils
        (7.2.2.4.3.7.1)
        
        Product Builder = risk does not have a plan
        Peril name
        excesses defined for peril
        When the risk does not have a plan
        Default Rate
        Default %
        Annual Premium
        Excess Rate - peril parameters
        Excess %
        Annual Limit
        loading and discounts -peril parameters
        
        Proposal Management = risk has a policy plan
        Sum Insured - Risk’s Sum Insured
        Effective Start Date - Risk’s Start Date
        Default Rate -Policy Plan
        Default % - Policy Plan
        Actual Rate - Policy Plan
        Actual % - Policy Plan
        Annual Premium
        Excess Rate-Policy Plan
        Excess % - Policy Plan
        
        Risk Premium Breakup
        (7.2.2.4.3.8)
        
        Product Builder
        Type(premium, charges, or taxes)
        Name(premium, charges, or taxes)
        Calculation Rate(for charges and taxes)
        Base Deviser(for charges and taxes.)
        Percentage(for charges and taxes.)
        
        Enum Management
        Calculation Method
        
        Risk Documents
        (7.2.2.4.3.9)
        
        Product Builder
        mandatory documents-product builder under section in documents to be collected
        
        Statements- need to update(CR)
        (7.2.2.4.3.10)
        
        Add New Statement
        (7.2.2.4.3.10.2)
        
        Product Builder
        Type
        Name
        
        Admin Module - Statement Management
        Description
        Statement Wording
        Statement wording- policy language
        
        View Statements
        already defined in the product builder
        (7.2.2.4.3.10.1)
        
        Statutory Collection
        (7.2.2.4.3.11)
        
        Validations and calculations of that statutory charges may defer from client to client
        
        Loading & Discounts
        (7.2.2.4.3.12)
        
        Product builder - section parameters
      - Upload Risk from Excel
        (7.2.2.4.2)
      - Risk accumulation Map
        (7.2.2.4.4)
    - - Policy Premium Breakup
        (7.2.2.5.1)
        
        Product Builder
        Type(premium types, other charges, taxes )
        Name(premium types, other charges, taxes )
        Calculation Rate(the rate defined in the product builder/ tax master)
        Base Deviser(the rate defined in the product builder/ tax master)
        Percentage(the rate defined in the product builder/ tax master)
        
        System References
        Calculation Method
      - Task to complete
        (7.2.2.5.4)
      - Authorization
        (7.2.2.5.5)
      - Statement
        (7.2.2.5.3)
      - Business and commission party
        (7.2.2.5.2)
        
        Product Builder
        Type-Intermediaries defined in pb
  - - - Create a Policy
        (7.2.3.2)
      - Stackholder
      - Risk name
  - - - By policy risk
        (7.2.4.1.1)
        
        Policy
        Policy No
        Risk Name
      - By centre point
        (7.2.4.1.2)
      - By marking the area
        (7.2.4.1.3)
      - By administrative zone
        (7.2.4.1.4)
        
        Admin Module
        Geo Management
    - - By insurance class
      - By insurance product
      - By branch
    - - Admin Module
        catastrophic zones -defined in the ‘Geo management/weather management’ section
  - - - Active Policies
        
        Policy Details
        some fields non editable based on the product type and risk limitations(risk details that user can change, and it depends on the type of the product)
        
        policy premium breakup
        
        Increase
        
        Auto Generate Debit Note-backend
        to collect the additional premium
        (7.2.4.1)
        
        Print Debit Note
        (7.2.4.1.1)
        
        Cancel Debit Note
        (cancel status)
        (7.2.4.1.2)
        
        Decrease
        
        Auto Generate Credit Note-backend
        to refund the excess premium
        (7.2.4.2)
        
        Print Credit Note
        (7.2.4.2.1)
        
        Cancel Credit Note
        (7.2.4.2.2)
        
        No Change
        in Premium
        
        Generate zero value debit note
        for finance and audit purpose
        
        Non financial endorsement
        
        no debit or
        credit note generated
    - - Cover Note
      - Cancelled Policy
  - - - Navigate to the
        Manage Quotation Screen
  - - - Endorsement
        Cancel effective date- effective
        date of the last endorsement
      - system references
        Reason for cancellation
      - Calculate refund premium
        (7.2.6.2.2)
        
        Product Builder-premiums, other charges, taxes
        Type
        Name
        Calculation method
        Calculation rate
        Base Deviser
        Percentage
        Refund premium
    - - system references
        Reason for cancellation
      - Renewal
        Cancel effective date-effective
        date of the last Renewal
      - Calculate refund premium
        (7.2.6.3.1)
        
        Product Builder-premiums, other charges, taxes
        Type
        Name
        Calculation method
        Calculation rate
        Base Deviser
        Percentage
        Refund premium
    - - Can't cancel complete
        status policies
      - system references
        Reason for cancellation
      - Calculate refund premium
        (7.2.6.1.1)
        
        Product Builder-premiums, other charges, taxes
        Type
        Name
        Calculation method
        Calculation rate
        Base Deviser
        Percentage
        Refund premium
    - - Policy Reinstatement
        (7.2.6.4.1)
        
        Policy management
        Policy Number
        Endorsement number
        Risk Name/vehicle Number
        Policy Cancelled Date
        
        system references
        Reason for Reinstate
  - - - Extend Cover Note
        (7.2.8.1.1)
        
        Product Builder
        Cover note days
        
        Proposal and Policy Management
        Period from
        Period To
      - Convert to a Policy
        (7.2.8.1.2)
  - - - Available for proposals in which the status is updated to “Created''
    - - Available for all policy/ proposal statuses.
    - - Available for authorized policies.
    - - Available for authorized renewable policies
    - - Available for all authorized policies
    - - Available for authorized policies in which the last transaction is an endorsement
    - - Available for authorized policies in which the last transaction is a renewal.
    - - Available for authorized policies
  - - - Physical Refund Amount must be written into the Payment Integration Layer.
      - Payment Module
        payment voucher must be picked up in the payment workflow.
      - Finance Module
        Setoff Amount and Physical Refund Amount must reflect the correct values in the Finance Module.
      - If the Outstanding Amount reaches zero, the system must automatically mark the debit as settled.
  - - - Policy Management-relevant policy transaction
        Type
        Intermediary name
        Commission rate/ Commission percentage
- - - - Examine
        
        Authorize
        
        Authorize as Cover Note
        
        Product Builder
        Covernote days
        
        Policy
        Valid From date
        Valid To date