Velocity business flow
2017-04-30 17:17:05 0 举报
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business flow
作者其他创作
大纲/内容
Issue Quote
New Business Transaction
Underwriter
Endorsement(Processing Date: 10/26/2016)
EndorsePolicy
Term Expired: 11/01/2017
Cancel Policy
Basic Flow of Policy Management
Other reasons such as No Payment
Reissue Policy
Request For Quotation
request
Request to Add New Location
Annual Audit (First Term)
Request to Recover
Client
Reissue Transaction
Manual Renewal Policy
result
Policy need to be recreated
Request to Cancel
Cancellation Transaction
Accept the Quote
Reinstatement Transaction
Transaction Effective:02/01/2017
Create new Quote in Velocity
OOSE(Processing Date: 10/26/2016)
Cancel Policy then reissue the policy
Request to Renewal
Convert To Policy
Term Effective: 11/01/2016
Out of Sequence Endorsement
Endorsement Transaction
Reinstate Policy
Renewal Transaction
Result
Audit Transaction
Request to Reissue
A new term is created
New Business(Processing Date: 10/26/2016)
Cancel Policy for some reasons then reinstate it
Transaction Effective:05/01/2017
Create new Quote in Veloicty
职业：本科
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