WORKFLOW

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WORKFLOW.PNG
Name Work Flow and Policy History
Shortcut WORKFLOW
Area tba


See the NOVUS Walkthrough Guide for further information.


The WORKFLOW program shows the last three years history of any policy. It shows premium and claims in base. It details the status of the policy in terms of having set up a risk, slips, cover notes, technical entry – including transaction number, any endorsements, addendums, claims and allows renewals to proceed.

Upon entering the policy number and pressing the tab key, the program will display summary information over the last three years.

The totals return the same cumulative figure as per the premium transaction total (seen via the ETRANH program ) across each section.

Workflow information at the right hand side of the screen allows the user to amend risk information, create slips and cover notes, process transactions, create endorsements and addenda, process claims and renew the policy.

Clicking on policy history will show a record of transactions on the policy, documents can be recreated from here and details of the transactions can also be viewed.


WORKFLOW Policy History.PNG


Choose a transaction and click on the details button. The screen displays the exact breakdown and current status of that transaction.


ETRAN results.PNG


Clicking on the docs button next to the debit item in the risk area will display the relevant debit document.

Clicking on the history button next to one of the entries in the sections area will show the market history for that section.

WORKFLOW Market details.PNG


Version History

V 5.0.0 – Updated to latest version.

V19W - Bapolnum updated for URM 3501

V18M - Major overhaul. Further work required on the settlement log

V16T - First version of this form to use the new style. No other updates except the restyle.