Policy Overview Screen

The Policy Overview screen provides a read-only summary of policy details, such as policy roles, segments, segment roles and policy values.

User security access will determine those screen sections available for viewing. The information displayed on the screen can be varied by Plan.

There are many ways to view Policy Overview Screen. When a policy is searched using the Unified Search method either by entering the Name or using the wild card (%), by default the Policy screen opens. Click Policy Overview from the policy entity navigation list, Policy Overview screen will open.

Important   This screen will only be available if configuration exists to support it. If configuration is not present, then the Policy Overview screen and links will not be visible.

Sections of the Policy Overview Screen

There are five sections available on the Policy Overview screen. On clicking Section Expand icon , the section expands and displays the details.

A section will not display if the user does not have the proper security privileges or if no information exists for the section. For example, if no roles exist for the policy, then the Policy Roles section will not display. Below are the available sections of the Policy Overview Screen.

 

Policy Details: shows read-only fields with policy information.

Policy Roles: shows the roles assigned to the policy in a tabular view. A user can click on a role record to display policy role details for the role. A user can also clickon the role record to perform specific actions.

Policy Segments: shows the segments assigned to the policy. A user can click on a segment record to display segment details in the grid. Both the Policy Segments and Segment Roles grids display an Index Number. In the event that more than one segment with the same Segment Name exists, the index number allows the user to quickly verify which roles are associated with each segment.

Segment Roles: shows the roles assigned to the segment. A user can click on a role record to display role details for the segment. A user can also clickon the role record to perform specific actions.

Values: displays an enabled Valuation Date field and a Calculate button. When the Calculate button is clicked, policy value details are displayed, such as policy cash value as of the valuation date entered, and fund information.

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