The Cancellation Reason Types configuration is used for the Policy Admin module. This setting triggers the calculation for Requested End Date and Final End Date fields during a policy surrender process.
For the Personal Accidents product, the following reason types are already set using the Cancellation Reason Types functionality:
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Decline by screening
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Withdrawal
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Insured death
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Closed by Claim
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Cancelled by client
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Cancelled
Cancellation Reason Types can be added, edited or deleted. In order to do so, take the following steps:
To add a new record into your Cancellation Reason Types configuration list for your insurance module, follow the steps:
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Open your FintechOS portal and click the main menu at the top left corner. The main drop-down opens. From the drop-down choose Settings.
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Inside the Settings menu, click on Cancellation Reason Types. The Cancellation Reason Types List page is displayed.
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In the Cancellation Reason Types List page:
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To Add a new record, click Insert, at the top right corner of the page. Use the pop-up window to insert the Name of the bank holiday and the date selector to set the invariant Date.
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To Edit a record from the grid, double click it and use the edit window to insert your updates. Click Save at the top right corner of your screen.
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To Delete a record from the grid, select it and click Delete, at the top right corner of the page.
NOTE The Cancellation Reason Types details are stored by the FTOS_INSPA_CancellationReasonType entity.
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