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Underwriting module, Required, Enum, Maximum 5MB, Reference management,…

- - - - Customer detail
        
        Customer ID type
        
        Customer ID number
        
        If its verified
        
        Overview
        
        Required
        
        Branch
        
        Class
        
        Product
        
        Quotation period form
        
        Quotation period to
        
        Currency
        
        Made of bussiness
        
        Optional
        
        Policy number
        
        Duration
        
        Channel of business
        
        Event limit
        
        Event limit narration
        
        Event limit narration quotation language
        
        Amount limit
        
        Annual limit narration
        
        Remark
        
        Remark quotation language
        
        Language
        
        Customer details
        
        Name
        
        Address
        
        Manage
        
        Add new
        
        If its unverified
        
        Add new customer
        
        Individual
        
        Main details
        
        Language
        
        Category
        
        1 more item...
        
        Priority level
        
        Full name
        
        1 more item...
        
        Full name language
        
        Name with initials
        
        Date of birth
        
        Nationality
        
        Gender
        
        Country
        
        1 more item...
        
        Customer occupation
        
        1 more item...
        
        Title
        
        1 more item...
        
        Martial status
        
        Addresss
        
        Type
        
        1 more item...
        
        Address
        
        1 more item...
        
        Address language
        
        Identifications
        
        ID type
        
        1 more item...
        
        Authority
        
        Registration number
        
        1 more item...
        
        Valid from
        
        Valid to
        
        Contact number
        
        Contact type
        
        1 more item...
        
        Contact
        
        1 more item...
        
        Default
        
        Documents
        
        Upload document maximum size 5MB
        
        Business
        
        Main detail
        
        Title
        
        Language
        
        Category
        
        1 more item...
        
        Priority level
        
        Corporate name
        
        1 more item...
        
        Corporate name-language
        
        Date of registration
        
        Country
        
        1 more item...
        
        Customer occupation
        
        1 more item...
        
        Address
        
        Required
        
        2 more items...
        
        Optional
        
        2 more items...
        
        Identification
        
        ID type
        
        Authority
        
        Registration number
        
        Valid form
        
        Valid to
        
        Contact number
        
        Contact type
        
        Contact
        
        Document
        
        Upload document maximum size 5MB
    - - Additional Information
        
        Product builder other
        parameter additional
        information
        
        Add new
        
        Category
        
        Level
        
        Customer type
        
        From key core
        
        From key mobile
      - Loading and discount
        
        product builder
        product parameter
        
        Add new
        
        Category
        
        Rate
        
        Type
        
        Loading amount
        
        Loading/discount
        
        %
      - Data from product parameter
        other parameter
        document to be called
        
        Documents
        
        Death certificate
        
        Claim form
    - - Risk information
        
        Sequence No
        
        Risk name/Vehicle registration number
        
        Section
        
        Plan
        
        Effective start date
        
        Sum insured
        
        Premium
      - Add new
        
        Risk detail
        
        Required
        
        Risk name/vehicle registration number
        
        Section
        
        Effective from
        
        Effective to
        
        Optional
        
        Sequence number
        
        Risk name-policy language
        
        Plan
        
        Plan base pre added
        
        Accumulated premium
        
        Transaction premium
        
        Risk reference No
        
        Relationship
        
        Main risk code
        
        Occupation
        
        Print order number
        
        Location address
        
        Risk description
        
        Event limit
        
        Product builder
        underwritinng limits
        section level
        
        Annul limit
        
        Come from product builder
        Other parameter
        additional information
        
        Additional information
        
        Make
        
        Model
        
        Year of make
        
        Engine
        
        Chassis number
        
        Vehicle Reg year
        
        Risk description
        
        Type
        
        Risk Assessment
        
        Sequence No
        
        Assessment No
        
        Assessment type
        
        Date time
        
        Assessor name
        
        RS
        
        Risk inventory
        
        Category
        
        Sub category
        
        Description
        
        Pmi percentage
        
        Ref No
        
        Financial interest
        
        Financial institute
        
        Remarks
        
        Currency code
        
        Amount
        
        Active
        
        Excess
        
        Excess type
        
        Excess rate
        
        Excess percentage
        
        Excess narration
        
        Loading and discounr
        
        Loading/discount
        
        Type
        
        Category
        
        Rate
        
        %
        
        Loading amount
        
        Risk peril
        
        Peril name
        
        Sum insured
        
        Dates
        
        Default premium precentage
        
        Default premium rate
        
        Gross premium precetage
        
        Actual precentage
        
        Gross premium rate
        
        Actual rate
        
        Annual premium
        
        Status
        
        Risk premium breakup
        
        Type
        
        Name
        
        Calculation method
        
        Calculation rate
        
        Base devisor
        
        Percentage
        
        Accumulated premium
        
        Transaction premium
        
        Documents
        
        Hospital bills and reports
        
        Statement
        
        Type
        
        Name
        
        Description
        
        Status
        
        Active
        
        Statutory Collection
        
        Collection type
        
        Year
        
        Receipt number
        
        Receipt year
    - - Policy premium Breakup
        
        Type
        
        Name
        
        Calculation method
        
        Calculation rate
        
        Base devisor
        
        Percentage
        
        Accumulated premium
        
        Transaction premium
      - Business and commission parties
        
        Type
        
        Intermediary name
        
        Business party
        
        Business share
        
        Commission party
        
        Commiss
      - Statements
        
        Type
        
        PB Other parameter statemet
        
        Name
        
        Description
        
        Status
        
        Active
        
        WORDIG FROM pb STATEMENT MANAGEMNNT
      - Tasks to complete
        
        Task
        
        Status
        
        Completed by
        
        Date
      - Authorization
        
        Complete date
        
        Completed
        
        Completed by
        
        Task asgnniee
        
        Underwriting Authorization
        
        Authorize quotation
        
        Cancel
        
        Revise
        
        Print
        
        Print without draft statemennt
    - - Policy plan
        
        Add/manage policy plan detail
        
        Required
        
        Plan name
        
        Section
        
        Come from perils
        section in product builder
        
        Annual limit
        
        Optional
        
        Plan name-policy language
        
        Event limit
        
        Status
        
        Peril
        
        Automatically come from
        added default perils in
        product builder for
        the selected section
        (After selected the section)
        
        We can add
        optional perils using
        add new
        
        Add new
        
        Peril name
        
        Sum insured
        
        1 more item...
        
        Effective start date
        
        Default premium %
        
        Default premium rate
        
        Gross premium precentage
        
        1 more item...
        
        Actual precentage
        
        Gross premium rate
        
        1 more item...
        
        Actual rate
        
        Click the
        expand button
        
        Data come from
        product builder
        peril level.We can edit
        those data if editable
        toggle on in PB
        
        Event limit
        
        Event narration
        
        Annual limit
        
        Annual narration
        
        Excess
        
        Precentage rate
        
        Data come from
        product builder
        excess section
        
        Excess
        
        Excess rate
        
        Excess precentage
        
        Excess narration
        
        Excess type
  - - - Client Name
      - Branch
      - Client Identification
      - Class
      - Policy number
      - Product
      - Risk Name
      - Generate related policy
        
        Create
        
        navigate to manage quotation section
        
        We can edit or do changes in quotation management section if needed
        
        Saved it
        status- draft completed
        
        Underwriting authorization
        
        1 more item...
- - - - Quotation number
      - Client identification
      - Client name
      - Branch
      - Class
      - Product
      - Risk name/Risk identifier
      - Click Create
        buttons on selected
        proposal
        
        Policy Management
        (Same as quotation
        management, we can add or
        edit in this step
        
        Authorization
        
        Authorized as a
        cover note
        
        Completed
        
        Underwriting authorization
        
        Policy and proposal
        
        3 more items...
  - - - Navigation
        
        Data come from underwriting, Proposal & Policy Management Home
      - Open Side Panel
        
        Click on Sum Insured / Premium
        
        Selected policy summary & contextual actions
      - Constraints
    - - Fields
        
        Proposal No
        
        Policy No
        
        Period
        
        Endorsement No
      - Endorsement/Policy Number Handling
        
        If multiple endorsements, and policy/endorsement numbers are missing
        
        Show only the latest authorized Endorsement
    - - Left Aligned
        
        Transaction Type
        
        Current Status
      - Right Aligned
        
        Product
    - - Manage Policy
        
        Function
        
        Enabled
        
        Disabled
      - View Policy
        
        Function
        
        Enabled
      - Endorse Policy
        
        Function
        
        Add
        
        Non financial
        
        We can change any details in,
        Overview-Remark (mandatory)
        Policy main details
        
        after saved it
        status-pending
        Generate a Endorsement number
        
        1 more item...
        
        Financial
        
        We can add or remove risk/premium
        
        if removed or reduced
        
        1 more item...
        
        If added
        
        1 more item...
        
        Add premium we ca increase
        sum insured,add risks
        
        remove premium we can reduce
        sum insured,inactive risks,inactive perils
        
        Enabled
        
        Disabled – During endorsement, and for new policies before authorization
      - Renew Policy
        
        Function – Renew the policy
        
        Enabled – Within allowable renewal period (per rules/config)
        
        Disabled – For already initiated transactions; after authorization if renewal conditions not met
      - Cancel Policy
        
        Function – Cancel the policy
        
        cancel effective date
        
        Cancel reason
        
        Calculate refund premium
        
        Name
        
        Calculation rate
        
        Base devisor
        
        Type
        
        Percentage
        
        Accumulated premium
        
        Transaction premium
        
        completed
        
        Underwriting authorization
        
        1 more item...
        
        Cancel Remark
        
        Enabled – After authorization, when no ongoing endorsement
        
        Disabled – During endorsement, and for new policies before authorization
      - Print Document
        
        Function – Print policy documents
        
        Current transaction
        
        Policy Schedule
        
        Header Requirements
        
        Header Layout
        
        3 more items...
        
        Title
        
        1 more item...
        
        Main Policy Details
        
        Insured
        
        4 more items...
        
        Branch – Branch of the Transaction
        
        Policy Number – Policy No of the transaction
        
        Insured Contact No – Customer Contact Number
        
        Period of Cover
        
        2 more items...
        
        Authorized Date
        
        1 more item...
        
        Insured Occupation – From Customer Profile
        
        Currency – Currency selected for the transaction
        
        Endorsement Effective Date
        
        1 more item...
        
        Insured Class & Product
        
        1 more item...
        
        Intermediary – Name of Broker/Agent/Direct as applicable
        
        Premium Breakup Section
        
        Premium Breakup Table
        
        3 more items...
        
        Annual Premium (Currency)
        
        Transaction Premium (Currency)
        
        Total Values (summation)
        
        Static Statement
        
        Statement Text
        
        Signing Section
        
        Signed for the Insurer – Label
        
        E‑Signature of Authorized User
        
        1 more item...
        
        Authorized Signatory – Label
        
        Company Name – Company master name
        
        Static Footer (Left Corner)
        
        1 more item...
        
        Page 2 Onwards – Risk Details Section
        
        Risk Details Table
        
        9 more items...
        
        Display Rule
        
        1 more item...
        
        Liability Limits Section
        
        Table Header
        
        Rows
        
        2 more items...
        
        Territorial Limits Section
        
        Table Header
        
        1 more item...
        
        Rows
        
        2 more items...
        
        Note – Static country list not required here (handled in certificate)
        
        Sub Section A — Loss or Damage of Insured Vehicle
        
        Static Table – Use format provided in design
        
        Displays system-approved static wording/table
        
        Sub Section B — Liability to Third Parties
        
        Static Table – As provided in the UI wireframe
        
        Covers Third Party section wording + limits
        
        Sub Section C — Medical Expenses
        
        Applicability – Only printed IF this cover exists for the product/transaction
        
        Static Table – As per approved wording
        
        EXTENSION
        
        Optional Covers Table
        
        3 more items...
        
        Display Rule
        
        1 more item...
        
        EXCESS
        
        Excess Table
        
        2 more items...
        
        Display Rule
        
        1 more item...
        
        Warranties Section
        
        Display
        
        1 more item...
        
        Conditions Section
        
        Display
        
        2 more items...
        
        MEMO Table
        
        Static Header
        
        1 more item...
        
        Peril-Based Risk Listing
        
        2 more items...
        
        Display Rule
        
        1 more item...
        
        Document Generation Rules
        
        Generation Trigger
        
        1 more item...
        
        Printing Behavior
        
        1 more item...
        
        Editability
        
        1 more item...
        
        Motor Insurance Certificate
        
        Certificate Trigger Conditions
        
        Generated Only After Authorization
        
        3 more items...
        
        Printed Together With – Policy Schedules
        
        Certificate No Generation
        
        2 more items...
        
        Main Details (Display Section)
        
        Certificate No
        
        1 more item...
        
        Class
        
        1 more item...
        
        Type / Section
        
        1 more item...
        
        Policy Number
        
        1 more item...
        
        Third Party Limit
        
        2 more items...
        
        Insured Name
        
        1 more item...
        
        Period of Cover
        
        2 more items...
        
        Own Damage Sum Insured
        
        1 more item...
        
        Risk Details
        
        Vehicle Registration Number
        
        1 more item...
        
        Vehicle Type
        
        1 more item...
        
        Engine Number
        
        1 more item...
        
        Chassis Number
        
        1 more item...
        
        Own Damage Sum Insured
        
        1 more item...
        
        Financial Interest
        
        1 more item...
        
        Territorial Limits (Fixed List)
        
        9 more items...
        
        Note – These territorial limits are static values printed on all certificates
        
        Signature Details
        
        Authorized User E‑Signature
        
        2 more items...
        
        Authorized User Full Name
        
        1 more item...
        
        Designation Text (Fixed)
        
        2 more items...
        
        Authorized Date
        
        1 more item...
        
        Notes
        
        2 more items...
        
        Coupon Details (Printed With Certificate)
        
        Header
        
        2 more items...
        
        Policy Number
        
        1 more item...
        
        Certificate Number
        
        1 more item...
        
        Vehicle Make
        
        1 more item...
        
        Vehicle Model
        
        1 more item...
        
        Registration Number
        
        1 more item...
        
        Period of Insurance
        
        1 more item...
        
        Sum Insured
        
        1 more item...
        
        Document Behavior
        
        View/Print Rules
        
        3 more items...
        
        Endorsement/Policy Number Edge Case Handling
        
        2 more items...
        
        Data Sources (All Display Only)
        
        Policy Number – UW Policy Core
        
        Proposal No – Proposal Management
        
        Class – Product Builder → Class
        
        Section/Type – Product Builder → Section Setup
        
        Third Party Limit – Peril (Third Party) setup from PB → Peril Parameters
        
        Insured Name – Customer Master / Stakeholder
        
        Period of Cover – Policy Effective Dates
        
        OD Sum Insured – Risk Details
        
        Vehicle Data – Risk → Motor Fields
        
        Financial Interest – Risk → Financier/Bank
        
        Territorial Limits – Static text
        
        Authorized User Signature – Staff Management → Digital Signature
        
        Authorized User Name – Staff Management
        
        Authorized Date – Workflow Authorization timestamp
        
        Debit Note
        
        Header & Branding
        
        Company Header
        
        5 more items...
        
        Document Title
        
        1 more item...
        
        Debit Note Number
        
        2 more items...
        
        Policy & Transaction Information
        
        Policy No.
        
        Endorsement No.
        
        1 more item...
        
        Product
        
        Insured Name
        
        1 more item...
        
        Insured Address
        
        Currency
        
        Transaction Type
        
        1 more item...
        
        Period of Cover
        
        Company Tax Number
        
        Intermediary
        
        Customer Tax Number
        
        1 more item...
        
        Legal & Due‑Date Information
        
        Static Legal Paragraph
        
        4 more items...
        
        Premium Breakdown
        
        Net Premium
        
        Premium Line Items Table
        
        3 more items...
        
        Gross Total
        
        VAT Note
        
        Bank Details (For Premium Payment)
        
        Bank Name
        
        Branch
        
        Account Number
        
        Account Name
        
        IBAN
        
        SWIFT
        
        NIB
        
        Currency of Account
        
        Payment Installment Plan (If Applicable)
        
        Header
        
        1 more item...
        
        Table
        
        Rule
        
        1 more item...
        
        Signature Block
        
        Authorized User Name
        
        Authorized User Signature
        
        1 more item...
        
        Placement
        
        1 more item...
        
        Data Sources
        
        Policy Data
        
        1 more item...
        
        Customer Data
        
        1 more item...
        
        Currency
        
        1 more item...
        
        Premium Line Items
        
        1 more item...
        
        Bank Details
        
        1 more item...
        
        Authorized User
        
        1 more item...
        
        Rules & Validations
        
        Debit Note Number
        
        1 more item...
        
        Mandatory Sections
        
        5 more items...
        
        Totals
        
        1 more item...
        
        Bilingual Note
        
        1 more item...
        
        Credit Note
        
        Header & Branding
        
        Company Header
        
        2 more items...
        
        Document Title
        
        Credit Note Number
        
        1 more item...
        
        Policy & Transaction Details
        
        Policy Number
        
        Endorsement Number
        
        1 more item...
        
        Product
        
        Insured Name
        
        Insured Address
        
        Currency
        
        Transaction Type
        
        Premium Payment Mode
        
        Intermediary
        
        Period of Cover
        
        Customer Tax Number
        
        1 more item...
        
        Company Tax Number
        
        Legal & Payment Terms
        
        Static Legal Text
        
        4 more items...
        
        Note
        
        Premium Breakdown (Credit Values)
        
        Net Premium
        
        Premium Type Table
        
        Gross Total
        
        VAT Section
        
        Signature Section
        
        Authorized User Name
        
        Authorized User Signature
        
        Placement
        
        1 more item...
        
        Data Source Summary
        
        Policy Number, Endorsement Number, Product
        
        1 more item...
        
        Insured Details
        
        1 more item...
        
        Currency
        
        1 more item...
        
        Premium Breakdown
        
        1 more item...
        
        Tax Number
        
        1 more item...
        
        Authorized User
        
        1 more item...
        
        Validations & Print Rules
        
        Credit Note Number
        
        1 more item...
        
        Mandatory Sections
        
        4 more items...
        
        Display Rules
        
        1 more item...
        
        Document Behavior
        
        2 more items...
        
        Previous Documents
    - - Class – Risk class
      - Branch – Associated branch
      - Quotation No – If converted from quotation
      - Version – Quotation version
      - Settlement Mode – Payment/settlement mode
      - Mode of Business – Direct / Agent / Broker
      - Channel of Business – Distribution channel
      - Effective Start Date – Coverage start date
      - Currency – Transaction currency
      - Premium – Total premium amount
      - Sum Insured – Total covered amount
      - Annual Limit – Max payout per policy year
      - Policy Remark – Remarks at policy level
      - Event Limit – Max payout per event
      - Endorsement Remark – Remarks for latest endorsement
    - - UX Rule
        
        Only the selected section expands at a time
        
        Collapses other sections to keep panel concise
    - - Type of Cancellation – Policy / Endorsement / Renewal cancellation
      - Cancel Endorsement No – Identifier of the cancellation endorsement
      - Cancel Effective Date – Effective date of cancellation
      - Cancelled Date – Actual date policy was cancelled
      - Reason for Cancellation – Reason code/description
      - Cancelled Amount – Amount refunded/charged
      - Cancellation Remark – Free text remark
    - - Basic Premium
      - Terrorism Premium
      - Policy Fee
      - VAT
      - Total
    - - Party Name
      - Business – Included for target achievements (Yes/No)
      - Share – % business share
      - Commission – Receives commission (Yes/No)
      - Commission Amount – Calculated commission sum
    - - Location – Risk location
      - Plan / Section – Associated plan/section
      - Sum Insured – Risk-level SI
      - Event Limit – Risk-level event cap
      - Annual Limit – Risk-level annual cap
      - Risk Period – Coverage period for the risk
      - Risk Premium – Premium at risk level
    - - Peril Name – Name of peril
      - Effective Date – Peril effective date
      - Sum Insured – Peril-level SI
    - - Side panel is view-only – No edits allowed
      - State-driven enablement – All action buttons reflect policy & transaction states
      - Data freshness – Values reflect latest authorized transaction and current workflow state