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Physical / Non‑Physical Refund Confirmation - Coggle Diagram
Physical / Non‑Physical Refund Confirmation
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Underwriting → Physical / Non‑Physical Refund Confirmation
Listing Screen
Shows (per Credit Note):
Customer Name, Branch
Credit Note No.
Product
Policy No, Endorsement No
Transaction Type
Currency
Sum Insured, Premium (refund)
Status: New | Confirmed
Actions:
Manage (enabled for New)
View (enabled for Confirmed; read‑only)
Advanced Search:
Credit Note No, Policy No
Branch, Class, Product
Customer Name, Customer NIC
Transaction Type, Sum Insured (range)
Manage Flow (for New status)
Open: “Manage Physical / Non‑Physical Refund”
Credit Note Details (display only):
Credit Note No, Policy No, Endorsement No
Transaction Type, Transaction Date
Creditor, Branch
Class, Product, Currency
Total Refund Amount (from Credit Note)
Totals (display only; auto):
Set Off Amount (from setoff table)
Physical Refund Amount = Total Refund Amount − Set Off Amount
Refund Premium Breakup (display only)
Setoffs against existing debits (customer‑wide):
Table (per outstanding DN):
[ ] (checkbox to include in setoff)
Debit Note No, Date Debited
Policy No, Product, Currency
Debited Amount (total DN amount)
Outstanding Amount (remaining)
Setoff Amount (editable number; ≤ auto value)
Converted Amount (setoff converted to policy/credit note currency)
Auto rules:
On load → fetch all outstanding DNs for customer (all policies)
Auto Setoff Amount = min(
available balance of Total Refund Amount converted to DN currency,
Outstanding Amount of DN
)
Editing Setoff Amount → must be ≤ auto value
Checkbox unchecked → row disabled & Setoff Amount = 0
Recalculate totals after each change
Complete (checkbox)
Save (Complete checked)
Status → Confirmed
Payment integration:
Raise Physical Refund Amount for refund (voucher workflow)
Apply Setoff Amounts against DNs in finance (reduce outstanding; settle when zero)
Save (Complete NOT checked)
Status remains → New
Persist current setoff/derived amounts
Data refresh rule:
On page load, re‑query outstanding amounts
If a DN outstanding changed since last save:
Show info message (Outstanding updated)
Recompute setoffs; shift remainder to Physical Refund Amount
View Flow (for Confirmed status)
Open: “View Physical / Non‑Physical Refund”
Same sections as Manage; all fields read‑only