You can access the Book of Business Report by clicking the Book of Business Report link as depicted in the following figure:
Upon clicking this link, the following prompt is displayed:
This prompt displays the Payee ID field. You can click the icon adjacent to the Value field and select a record from the Lookup window.
Click the button. The search operation is performed using the entered Payee ID and the report is generated. A sample report is displayed in the following diagram:
The report header displays the Payee ID and Payee Name.
The contents of the report are the following:
|Policy ID||Displays the policy ID.|
|Line of Business||Displays the line of business to which the policy belongs to.|
|Policy Type||Displays the type of the policy.|
|Customer||Displays the name of the customer.|
|Policy Amt||Displays the policy sum assured amount.|
|Premium Amt||Displays the premium amount per period.|
|Premium Frequency||Displays the frequency at which the premium needs to be paid.|
|Start Date||Displays the policy start date.|
|End Date||Displays the policy end date.|
|Renewal Date||Displays the policy renewal date.|
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.
Leave A Comment