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. Search a policy using the Unified Search method by entering the Policy Name, Policy Number or using the wild card (%). From the search results, hover over the Ellipsis icon and click Go To Policy. The Policy screen appears. Click Policy from the policy entity navigation list. The Policy Overview screen appears.

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. A user can use the Section Expand icon, to hide or display the details.

A section will not display if the user does not have the required 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 be displayed. The available Policy Overview Screen sections are:

 

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

Policy Roles: displays the roles assigned to the policy in a tabular view. A user can click the <Client Name> link on a role record to display policy role details for the role. A user can also click the Ellipsis icon on the role record to perform specific actions.

• Edit Role Details: opens the Role screen where the role can be updated.
• View Role Details:this is the same as clicking the <Client Name> link on a role record. It displays policy role details, but the fields are read-only and cannot be updated here. The user can update these fields via the Roles Screen.
• Edit Client Details: opens the Client screen and displays the client assigned to the role in order for client updates to be made.

Policy Segments: displays the segments assigned to the policy. A user can click the <Type> link on a segment record to display segment details. The <Segment Type> window appears displaying the segment details. 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 the <Client Name> link on a role record to display role details for the segment. A user can also click the Ellipsis icon on the role record to perform specific actions.

• Edit Role Details: opens the Role screen where the role can be updated.
• View Role Details: this is the same as clicking the <Client Name> link on a role record. It displays the segment role details.
• Edit Client Details: opens the Client screen and displays the client assigned to the role in order for client updates to be made.

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.