1. Line Origination User Guide
  2. Underwriting
  3. Correspondence Tab
  4. Correspondence Sub Tab
  5. Recipient Details Sub Tab

7.17.1.1 Recipient Details Sub Tab

The recipient details sub tab facilitates you to send ad-hoc correspondence to Applicants, Customers, Producers, and Others as either Fax or Email.

To add recipient details
  1. Open the Underwriting screen and load the application you want to work with.
  2. Click Correspondence > Recipient Details.
  3. Perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields is given below:

    Table 7-67 Recipient Details

    Field Do this
    Recipient
    Select the recipient from the drop-down list. The list displays the following options:
    • Applicant
    • Customer
    • Producer
    • Others

    Note: Based on the type of recipient selected the other correspondence options are displayed for selection.

    Mode
    Select the mode of correspondence from the drop-down list. The list displays the following options:
    • Fax
    • Email

    Note: When the recipient is selected as Applicant, the Mode is defaulted to Email.

    Type
    Based on the recipient selected, the following type of correspondence is listed for selection:
    • When the recipient is selected as Applicant, you can select the Applicant Type from the drop-down list and Type as either EMAIL/ADHOC. The Mode is defaulted as Email.
    • When the recipient is selected as Customer / Producer, you can select the Mode as either FAX/EMAIL and Type as FAX/ ADHOC or EMAIL/ADHOC respectively.
    • When the recipient is selected as Others, you can select the Mode as either FAX/EMAIL and Type as ADHOC only.
    FAX/Email Specify the FAX/Email details for correspondence.
    Comments Specify additional information as comments.
  4. In the Recipient Details section, click Save.
  5. Click Send to FAX/Email the correspondence details to the specified recipients.
    System validates the correspondence details and generates a PDF document through BI Publisher with the Correspondence details. The same is emailed to the specified recipient as an attachment and a system generated comment is updated in Comments Tab. The correspondence consists of following header details::

    Table 7-68 Correspondence details

    Alert Type & Subtype Comment Comment By Comment Date
    N System Generated <Type> <Correspondence type> sent to <Recipient Type> through < Mode> to <'Email' id> Logged in user Current System date with time stamp

Parent topic: Correspondence Sub Tab