- Maintaining Policies
- Maintaining Policies
- You have completed the
- Maintaining Policies
- topic.
- Adding policies is a three phase process. You add the policy, then add the associated people and policy details. First, add a policy.
- Specify a policy number.
- Finally, add the policy details.
- First, add all assets covered by the policy.
- Add the coverage types for each asset.
- Save the policy again to include the additional details.
- To delete a policy, you must first delete all associated people and policy details. Ensure the policy you want to delete is selected before removing the associated details. In this example, the policy has been selected.
- Confirm you want to delete
- Blake Chen
- .
- Confirm you want to delete the coverage type.
- Next, delete the asset.
- Confirm you want to delete the asset.
- With the associated policy details removed, and the policy already selected, delete the policy.
- Confirm you want to delete the policy.
- Use the
- Maintain Policy Details
- page to replace the sample data with your own. Policies are made available when creating claims.
- Complete the remaining fields as necessary. In this example, the fields have been completed for you.
- Save the policy before adding people and policy details.
- Use the
- Enter the Person details
- dialog box to add contact information for the insured party.
- Complete the fields as necessary. In this example, the fields have been completed for you.
- Complete the remaining fields as necessary. In this example, the fields have been completed for you.
- Complete the fields as necessary. In this example, the fields have been completed for you.
- Complete the fields as necessary. In this example, the fields have been completed for you.
- Policy
- C55678
- is now deleted.
- Use the
- People
- tab to add all persons associated to the selected policy.
- Use the
- Policy Details
- tab to add assets and coverage types covered by the policy.
- You can reverse any modifications to a single selected row using the
- Undo
- button. To save the modification, you would click
- Save
- instead.
- Next, modify the expiration date for the asset. You modify any aspect of a policy in a similar manner.
- The policy
- C55678
- is now added.
- Original Path
- Adding a policy
- Deleting a policy
- Modifying a policy
- Links
- Maintain Policy
- Add
- Policy Number
- OK
- Product
- Auto Insurance
- Add
- OK
- Policy Details
- Add
- Add
- Save
- People
- Delete
- Yes
- Policy Details
- Delete
- Yes
- Delete
- Yes
- Delete
- Yes
- Save
- Manage Insurance Claims
- Save
- Undo
- Expiration Date
- Oracle ICM enables you to add policy information such as: policy type, policyholder names, covered assets, and coverage type for your policy holders. Set up policies prior to creating claims. Oracle Insurance Claim Management ships with sample data for policies.
- The sample data are:
- Auto Insurance
- Home Insurance
- You must add policies that meet your organization's needs.
- In this topic, you will modify policies.