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Confirm the New The user creates a new Individual Insurance Cancellation Card.
Individual Insurance Cancellation Card
Field:
No. (No.)
The system assigns a number from the number series in the insurance settings
Financing Contract No.
The user selects the financing contract to which the notification from the insurance company relates. By selecting a leasing contract, the system will add data on the status and detailed status of the leasing contract, data on the customer and the seller
Insurance Contract No.
The user selects an individual insurance contract from the list of insurance contracts filtered to financing contract. By selecting an insurance contract, the system fills in the information about the object
Status
The default recording status is Waiting (Pending). After the insurance company's notification of cancellation of the insurance contract is recorded, the individual insurance contract is terminated. When the process ends, the user manually switches the status Processed.
Evidence Date
User manually enters the date of registration of cancellation
Blocking Date
By entering the date, the user marks that the cancellation will not be forwarded to the Workout by this date
Evidence Fields
Actual date. Actual Termination Date
The user manually enters the end date of an individual insurance contract
Reason for Termination Individual Insurance (Reason of Closing individual insurance contract)
The user writes the reason for termination – text information with a maximum length of 100 characters
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