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Underwriting Module, Multiple Quotation Print – Quotation Management,…

- - - - Overview
        
        Customer Details
        
        Optional
        
        Validation
        
        Add a non exsisting customer
        
        "the coustomer does not exist. Please create as a new customer."
        
        Verification add a exisisting customer
        
        "Customer Already exists"
        
        Requried
        
        Customer Identification Type
        
        reference(Data retrieve from)
        
        Customer Identification No
        
        Add a existing customer
        
        Show a profile
        
        Name
        
        Customer Type
        
        Customer Profile picture
        
        Profitability Lifetime
        
        Profitability for last 12 months
        
        Claim module
        
        Manage Address
        
        Add new Address
        
        System Reference (Address type)
        
        Overview
        
        Optional fields
        
        Duration
        
        Channel of business
        
        Policy Number
        
        Language
        
        Product builder
        
        Event Limits
        
        Narration with quotation language
        
        Narration
        
        Annuals Limits
        
        Narration
        
        Narration with quotation language
        
        Remarks
        
        Required fields
        
        Class
        
        Class management
        
        Product
        
        Branch
        
        Admin/ Branch mangement
        
        Quotation Period From
        
        Currency
        
        Quotation Period To
        
        Mode of business
        
        Validation
        
        Save without filling optional fields
      - Other Details
        
        Policy Premium Breakup
        
        Required
        
        Name
        
        Calculated Method
        
        Reference management
        
        Editable
        
        Type
        
        product builder(Premium types,other charges,taxes)
        
        Tranaction Premium
        
        Accumulated Premium
        
        Optional
        
        Base Devisor
        
        Percentage
        
        Only applicable for charges and taxes
        
        Calculation rate
        
        Businees and Cmmission Parties
        
        Type
        
        Data Retrieve from
        
        Add Quotation Overview/Chanel of Business
        
        Business Share
        
        Business Share must be 100%
        
        Comission Party
        
        Business party
        
        Intermediary Name
        
        Transaction commision
        
        Commission rate
        
        Commission %
        
        Annual Commission
        
        Tasks to complete
        
        status
        
        Completed By
        
        Task
        
        Date
        
        Statement
        
        Name
        
        Description
        
        Auto populate with the Name
        
        Type
        
        Status
        
        Active
        
        Product builder/Other Parameters/Statements
        
        Expand
        
        Statement Wording
        
        Statement Wording-Policy language
        
        Authorization
        
        After Save
        
        Completed
        
        go to
        
        Underwriting Authorization
        
        1 more item...
        
        Task Assignee
        
        Completed Date
        
        Completed By
      - Risk Deatils
        
        Add new
        
        Risk Details
        
        Required fields
        
        Risk Name
        
        Section
        
        section parameters
        
        Sequence No
        
        Reference number management/Sequental managemnt
        
        Effective to
        
        Effective From
        
        Sum insured
        
        Optional fields
        
        Plan
        
        If there is a policy plan
        
        Risk Reference No
        
        Relationship
        
        Section parameters/Relationship
        
        Status
        
        Active
        
        Inactive
        
        Main Risk code
        
        Occupation
        
        Print order No
        
        Location address
        
        Risk Description
        
        Event limit narration
        
        Annul LImit Description
        
        Annual Limit
        
        Risk Assesment
        
        Requried Fields
        
        Assessment Type
        
        Reference management
        
        Data Time
        
        Validation
        
        1 more item...
        
        Assessment No
        
        Auto Generate
        
        Assessor name
        
        Sequence
        
        Auto Fill
        
        Optional fields
        
        Remarks
        
        500 char
        
        Status
        
        Pending
        
        Attended
        
        Completed
        
        RIsk Inventory
        
        Required Fields
        
        No of units
        
        insured value
        
        Unit
        
        System reference
        
        Optional fields
        
        Sub category
        
        relevent too sections(section level)
        
        Description
        
        Category
        
        product bulder/section parameters
        
        PML Perrcentage
        
        max 3char & value<100
        
        Reference No
        
        Serial No
        
        Upload from Excel
        
        Risk Perils
        
        Required fields
        
        Peril Name
        
        peril parameters(section Lvel)
        
        Sum Insured
        
        auto populate
        
        1 more item...
        
        Effective Start Date
        
        auto populate
        
        Actual %
        
        Editable
        
        Actual rate
        
        Event Limit
        
        Annual Limit
        
        Peril level
        
        Optional Fields
        
        Actual premeium
        
        Active
        
        Default %
        
        Event limit Narration
        
        Default rate
        
        Non editable
        
        Annual Limit Narration
        
        Excess %
        
        Excess narration
        
        Exces rate
        
        Validatiion
        
        1 more item...
        
        Excess
        
        Required
        
        Excess Type
        
        product builder/Excess
        
        1 more item...
        
        Optional
        
        Percentage
        
        Narration
        
        rate
        
        Loading and Discount
        
        Optional
        
        Rate
        
        Loading Amount
        
        %
        
        Category
        
        required
        
        Loading/Discount
        
        Section Level
        
        Type
        
        Financial Interest
        
        Required Fields
        
        Amount
        
        Currency Code
        
        currency manament
        
        Financial Institue
        
        reference management
        
        Optional Fields
        
        Active
        
        Remarks
        
        Risk premium break up
        
        Required
        
        Name
        
        Calculation Method
        
        Type
        
        Accumulated Premium
        
        Transaction premium
        
        Optional
        
        Calculation Rate
        
        Base Devisor
        
        Percentage
        
        Documentation
        
        Validatation: Max size of document<5mb
        
        Upload document
        
        Other parameters/Documnets to be called(Risk Level)
        
        Statement
        
        Statemnt Managemnt(Default data)
        
        Name Description
        
        Statement wording
        
        active
        
        Statement wording- Policy language
        
        statement managment
        
        Type
        
        statement defined on the product
        
        Statutory collection
        
        Receipt Number
        
        Receipt Date
        
        Year
        
        Amount
        
        Collection type
        
        Reference manament
        
        Attachment
        
        Manage button
        
        Active status
        
        Validation
        
        Exceeding charactors of a fields
        
        "The maxmium charactors limlit has been exceeded"
        
        Exceeds the file size
        
        "Upload file size exceeded.Plaese try with a diffferent file"
        
        save without filling the mandatory fields
        
        "Please fill in all the mandatory fields and try again"
        
        Find the meaning
        
        Additional Details
        
        Model
        
        Year of Make
        
        Make
        
        Engine
        
        Type
        
        Chassis Number
        
        Risk Description
        
        Vehicle Registration Year
        
        Peril level/Sectionn level
        
        Excel Update
        
        Listing Table
        
        Section
        
        Plan
        
        Risk Name
        
        Sum Insured
        
        Squence No
        
        Effetive Start Date
        
        Premium
        
        Status
      - Quotation Main Details
        
        Loading and Discount
        
        Required Fields
        
        Rate
        
        %
        
        Loading/Discount
        
        Optional fields
        
        Category
        
        Loading Amount
        
        Type
        
        Product builder module(product parameters/loading and discount)
        
        Documents
        
        Upload Dcument
        
        Max 5 Mb
        
        Required
        
        Claim form
        
        Death claim
        
        Product builder(other parameters/Documents to be called)(Policy Level)
        
        Additional Information
        
        product builder(other parameters/Additional information)(Policy level)
        
        Validations
        
        Displays an error message if mandatory fields are left blank.
        
        Prevents submission if entered values exceed word/number count limits.
        
        Displays a validation error if amounts exceed the specified range.
        
        Restricts backdated or future dates based on configuration.
        
        Additional information management/Additional Information (Values)
      - Policy Plan
        
        Life insurance
        
        This section will show if only policy plan toggle button active in define product section in product builder
        
        Add new Policy Plan
        
        Add/Manage peril
        
        Reqired fields
        
        Annual Limit
        
        Plan Name
        
        Status
        
        Active
        
        inactive
        
        section
        
        Product builder/Section parameters
        
        Optional fields
        
        Event limit
        
        Plan Name - Policy Language
        
        Perils
        
        Default Perils should Auto Populate according to the section selected in required fields above
        
        optional Parameters
        
        Add new
        
        Optional
        
        4 more items...
        
        Required
        
        5 more items...
        
        Expand
        
        2 more items...
        
        Peril Parameters
        
        Excess
        
        Section parameters/Excess
        
        Required fields
        
        Optional fields
        
        Manage Policy Plan
        
        Validation :Check Plan Name can/can't be Duplicate
  - - - Class
      - Customer Name
      - Branch
      - Customer ID
      - Qu No
      - Quotation type
      - Intermediary
      - Sum Insured Rage (To)
      - Sum Insured Range (From)
      - Quotation issured Date (From/To)
      - Risk Name
      - Validate when search with several IDs(Parameters)
    - - There should be a policy to make Renewal Quotation
      - Search
        
        client's Name
        
        Branch
        
        Client's Identification
        
        Class
        
        Policy No
        
        Data retrieve
        
        Proposal & policy Mangement
        
        Product
        
        Appear search result table below
        
        Select a policy from search result table
        
        Create
        
        Quotation mangement
        
        Quotation Main Details
        
        Overview
        
        Risk Deatils
        
        We can edit or do changes in quotation management section
        
        1 more item...
        
        Other details
        
        Risk Name
        
        Single risk
        
        Multiple risk
- - - - Main Details
        
        Optional fields
        
        Nationallity
        
        Gender
        
        Full Name- Language
        
        Priority Level
        
        Marital Status
        
        Date Of Birth
        
        Required fields
        
        Full Name
        
        Title
        
        System Refrence
        
        Country
        
        Customer Occupation
        
        Category
      - Validation
        
        Language Default to base language
        
        Country default to base country
      - address
        
        Required fields
        
        Address
        
        TYPE
        
        Optional
        
        Address Language
        
        Default(Check box)
        
        Select address using map
      - Contact number
        
        Contact:
        
        Contact Type
        
        Enum management
      - Identification
        
        Required
        
        Authority
        
        Reg number
        
        ID Type
        
        Optional
        
        Valid To
        
        Vaild From
      - Documents
        
        View Optionn
        
        Upload a new document
    - - Address
        
        Required
        
        Address
        
        TYPE
        
        Optional
        
        Status
        
        Address Language
        
        Validate length of the Address fields charactors
        
        Validate default address: <A Default Address Cannot be Deleted. Please set another address as default and Try Again.>”
      - Identifications
        
        Required
        
        Authority
        
        Auto fill by ID
        
        ID Type
        
        Registration number
        
        Max 100 char
        
        Optional
        
        Valid To
        
        Valid From
      - Main Details
        
        Required fields
        
        Corporate name
        
        200 char
        
        Customer Occupation
        
        Category
        
        System Reference
        
        Country
        
        Optional fields
        
        Language
        
        Priority Level
        
        Date of registration
        
        Corporate Name- Language
        
        200 char
        
        Title
        
        system Reference
      - Contact Number
        
        Contact:
        
        max 100 char
        
        status
        
        Contact type
        
        Enum management
        
        Validate length of the input phone number
      - Documents
        
        Upload document
        
        under 5mb
        
        Validate uploading 5mb< size file
      - Validate without filling optional fields
      - Validate negative scenario: “<User update unsuccessful. If action fails continuously, please contact Administrator >
- - - - Show only Active + Renewable policies
      - Respect product builder’s pre-defined renewal period
    - - Customer Name & Branch
      - Policy Number & Product (Product Name)
      - Renewal Date & Intermediary
      - Currency
      - Sum Insured & Premium
      - Claims Paid & Loss Ratio
      - AVG Loss Ratio & Client Loss Ratio
      - Status (default = Renewable) + Update button
    - - Click “Update” → Popup options (radio):
        
        Confirm Renewal
        
        Generate Renewal Quote
        
        Mark as Not to Renew
      - Click “Save”
      - Status on list updates accordingly
    - - Click → Navigate to Manage Quotation
      - Behavior:
        
        non-finalized renewal quote exists → load it
        
        finalized renewal quote exists → copy latest as new version
        
        none → copy current policy to initiate renewal quote
      - Note: User may update status without generating quote now
      - Renewal notice will use latest quotation details
      - “Generate Renewal Quote” button becomes enabled
    - - Normal Search
        
        Type
      - Advanced Search
        
        Policy Number
        
        Product
        
        Customer Name
        
        Customer Identification
        
        Renewal Date
        
        Intermediary
    - - Renewable
      - Renewal Quote
      - Not to Renew
      - All
- - - - Quotation Number
      - Product Name
      - Currency
      - Total Premium
      - Total Premium (Converted) – Base Currency
  - - - Printed By (user who initiated)
      - Printed On (date/time)