Assurance Details (Retirement Annuity)

This functionality displays a list of the Member Values records with a Type of ASSURANCE DETAILS.

Select Assurance Details from the sub-menu on the left. The JU4HE Policy Decision Details screen will be displayed.

To view existing assurance details for the policyholder, select a line and click OPEN. The JU4HE Policy Decision Details screen will be displayed.

This screen displays the following data:

Product and Personal Details

Name

The Initials and Surname of the Policyholder.

Product

The Product Code and Product Name.

Cover Option Details

Effective Date

The effective date of these assurance details.

Sum Assured

The sum assured amount.

Note:

The system will display the Amount on the Member Values record with a UDPV TYPE of ASSURANCE DETAILS and value for UDPV SUBTYPE of SUM ASSURED.

Policy Purpose

The specific purpose of the Policy for the Policyholder.

Maturity Date

The date on which the Policy matures.

Note:

The system will display the End Date on the Member Values record with a UDPV TYPE of ASSURANCE DETAILS and value for UDPV SUBTYPE of MATURITY DATE.

Client Classification

PREMIER or STANDARD.

Occupation

The occupation of the member / policyholder.

Replacement Policy Details

Company

The name of the Company for the replacement policy.

Policy Number

The Policy Number of the Policy.

Insured Amount

The amount insured.

Policy Decision Details

Policy Decision

Selection from the following drop down list of values:

ACCEPTED *

CANCELLED

DECLINED *

LAPSED

NOT TAKEN UP

PENDING

REINSTATED

* Note:

The system will automatically update the value in this field to ACCEPTED if the answers to the medical questions (accessed from the MEDICAL action button) are per the table below:

MEDICAL QUESTION	ANSWER
SPECIAL TERMS	NO
DISORDERS	NO
DEFICIENCIES	NO or YES
SMOKING	<30 PER DAY

If the answers to the questions or combination of answers to the questions are not as per above, this field will be updated to DECLINED.

For more information, refer to the Medical section above.

Reason

Selection from drop down of values. E.g.

EXTERNAL CLIENT

MEDICAL REASONS

OVER MAX AGE

Note:

The Reasons displayed for selection will depend upon the value in the Policy Decision field.

The following reasons will be displayed for selection per Policy Decision field value:

Policy Decision	Reason
PENDING	Missing ID Copy Undecided Documents Outstanding
ACCEPTED	Documents Received Screening Fine
DECLINED	Affordability Medical Reasons Missing ID Copy Documents Outstanding CSA Screening Outstanding
NOT TAKEN UP	Premiums Missed Declined Cooling off
LAPSED	Premiums Missed
CANCELLED	Client Request Internal Error
REINSTATED	Premiums Received

If Policy Decision field has been updated to DECLINED due to Medical Reasons, the Decision field will not be updateable.

End Date

The End Date on the Member Values record.

Click SAVE once all of the relevant data has been captured.

To create new assurance details select Clients > Members > Member Values. Click NEW on the JU3MD Membership Value List screen.

For more details refer to

Clients

Member Values