ibais User Manual i © BA Insurance Systems
Contents
1. A B N 10 39 A C N 10 39 ABA file 10 45 ABA files 10 39 ABN 7 accept 8 2 10 19 Access Accounting Functions 9 3 Access for Me Only 7 8 access General Letters 2 53 Accessing Claims Enquiry Only From the Client Processing Screen 3 1 Accessing Claims Processing and Enquiry 3 2 Accessing Client Statements 5 97 7 54 Accessing Document Management Systems within bais 2 56 Accessing End of Period 10 2 Accessing Endorsements 10 14 Accessing Executive Maintenance 10 29 Accessing General Screen Defaults 10 17 Accessing Payments 5 31 5 44 5 50 Accessing Policy Wording 10 27 Accessing Read in Clauses 10 21 Accessing the Claims System 3 1 Accessing the Manual 1 15 Account Enquiry button 9 14 Account number 10 39 Account to Extract 7 Account Type Code 9 6 Account Types 9 4 9 6 Accounting 4 1 5 1 5 2 5 16 5 31 5 44 5 64 5 70 7 34 9 1 9 3 10 1 Accounting list 5 50 10 37 Accounting Overview 5 1 Accounting Panel 9 3 9 25 Accounts Receivable 5 1 Accrual journal 9 15 Accrual journals 9 13 action dates 4 1 Actions 2 20 2 47 3 1 3 4 6 7 7 6 Actions drop down 2 47 Actions Drop Down 5 41 Actions drop down menu 2 20 active 2 10 8 17 Active Policy Count by Policy Class Report 7 70 7 71 Actual Insurers 10 40 10 42 10 43 8 12 14 AD 9 5 Add New Client function 2 16 Add to Email Preferences 5 42 Address listing 7 21 Address of websi2. 10 24 message box 5 14 mismatches 8 21 missing items 7 26 modify a General Ledger Master Account 9 9 Month blank 7 15 7 16 Monthly Sales by Client 7 14 Month To Date Income report 7 65 MTD Income by Company Branch by Executive by Client 7 65 multi currencies 9 7 multiple branches 9 1 multiple companies 5 74 5 79 5 80 5 83 7 39 7 44 7 45 7 51 9 1 multiple currencies 9 1 multiple database accounts 9 1 multiple users 9 1 multi value fields 7 29 7 30 N n 1 12 N 5 34 5 46 5 53 Narrative 5 28 5 30 5 60 5 62 navigate 1 1 1 12 2 4 2 8 Navigation aids 2 5 2 8 2 12 navigation rules 1 11 Net Subagent 7 11 Net Subagents 7 10 nett paying sub agent 10 36 Nett Sub Agent 10 34 10 36 new business 2 23 New Business 8 14 New Claim 3 4 New Client Actions 2 23 New Client Code 10 48 New Client Codes 10 49 New Client Details 2 22 New Client hyperlink 2 16 2 46 New Code 10 24 New Contact 4 4 new Creditor 10 38 New Drawer Details 7 7 New Letter 2 53 3 5 3 6 new letter template 10 23 New Payment 3 9 New Policy 2 24 2 49 8 8 8 14 Next Action Date 4 3 Next button 2 4 no file available 5 13 No Select or Sort 7 16 Ibais User Manual BA Insurance Systems non AFS licensed intermediary 2 Non Direct Payment 3 10 Non Sunrise 8 15 Not Applicable 10 42 10 13 note icon 2 18 Notes 2 31 3 8 3 10 3 11 3 12 10 14
3. 10 4 10 5 10 6 10 9 End of Month 10 2 10 6 10 7 10 8 10 9 End of Month Date 10 7 End of Month process 2 54 5 65 End of Period 10 2 10 3 10 6 End Of Period 10 2 Ibais User Manual BA Insurance Systems End of Week 10 2 endorse 2 51 8 8 Endorsement 2 50 2 51 2 52 8 17 10 14 10 15 10 16 Endorsement Clauses 10 14 Endorsements 8 8 10 14 10 16 10 40 Endorsements and Cancellations 8 8 Endt no 10 15 Enquiries 2 50 Enquiries amp Processing 2 1 Enquiry 2 5 2 7 2 10 8 24 9 10 enquiry button 5 43 5 49 5 56 Enter a New Policy 2 24 Entering a New Task 4 3 Entering Payments and Recoveries 3 9 Entering Reserves 3 6 EOP 10 5 10 7 10 8 Error from Sunrise 8 21 Establishing Global controls 5 Establishing the Scheme Debtor 2 46 EWAY Addendum 5 96 EWAY Bank Consolidation and Reconciliation 5 91 EWAY Business Centre 5 91 5 93 EWAY Business Centre web site 5 91 EWAY Consolidation 5 94 5 96 EWAY Consolidation amp Reconciliation 5 94 EWAY extract 5 93 EWAY Settlement 5 94 5 95 5 96 EWAY Settlement File 5 94 EWAY Settlement transaction 5 95 EWAY Settlements 5 91 EWAY system 5 91 EXC EMAIL 10 24 EXC NAME 10 24 EXC PHONE DIRECT 10 24 EXC TITLE 10 24 excluding the brokers fee 5 19 Executive 2 21 5 97 7 9 7 15 7 16 7 21 7 30 7 54 10 24 10 29 10 30 10 31 10 34 10 36 Executive by Class 7 15 Executive by Stat Code 7
4. 8 10 8 13 8 24 Print 2 49 3 6 5 3 5 11 5 12 Print Bank Deposit Slips 5 3 Print Cheques 5 38 5 48 5 54 Print Letter 3 6 Print Receipts 5 3 Print Selected 5 39 7 2 Print Statement 5 89 Printing Receipts 5 11 Printing the Insurer Document 8 24 Privacy 8 2 Process as a Renewal 8 31 Process as renewal function 8 30 Process Type field 8 16 Processing a Sunrise Quote 8 3 Processing Action 8 22 8 23 Processing Actions 8 23 Processing an Import Download as a 8 15 Processing an Import Download as New Policy 8 14 Processing General Creditor Transaction 9 26 Profit amp Loss 9 6 Profit and Loss Reporting 9 5 prospective client 2 23 Prudential Regulatory body 10 40 purple 6 9 Purple 1 13 Q Q 6 9 quotation to insurer 2 23 quote 6 6 6 8 quote from multiple insurers 8 26 quote function 8 3 quote is converted to a loan 6 9 Quoted Premium Funding loan 1 13 Quotes 7 24 R R 5 34 8 17 Read In Clause 2 29 Read In Clauses 10 21 Ready 2 33 re aged 10 3 Reason 3 8 3 10 3 11 Receipt 5 11 5 12 5 13 5 22 5 23 5 27 5 29 9 16 9 27 Receipt Number 5 12 5 27 5 29 Receipt Reprint 5 12 receipts processed 5 14 Receivables 9 6 Receive payments 5 3 Receive sundry payments 5 3 Reconciliation Discrepancy 5 88 record notes 4 1 Record Unprocessed Item 5 90 Recording Association Codes 2 43 Recovery List Updated 8 22 Recovery Paym
5. Section 26 5 70 5 72 7 34 7 37 Section 27 5 70 5 72 7 34 7 37 security 1 10 security group 3 2 security settings 5 64 8 13 Security System 5 2 9 3 Security tab 1 4 Select Action Drop Down Selection Lists 2 5 2 8 Select All 7 5 Select Box 2 52 Select Contacts 4 3 Selected Clients 7 26 Selection form 9 21 9 23 Send an Email 4 4 set date 10 7 set time 10 7 set up tasks 4 1 Setting Up a Change Merge Client Code Run 10 48 Setting up Association Codes 2 42 Setting up Pages in bais 1 7 Settlement Date 5 91 5 92 5 96 Settlement Details 5 92 Settlement Discount 5 35 5 52 9 16 SH 9 5 shaded box 2 4 2 7 5 5 Shaded boxes 1 11 Shaded Boxes 2 5 2 8 2 12 Shareholders 9 5 Short Cuts for Date Fields 1 12 Site Specific Screen 10 25 Sites button 1 4 Sort option 7 17 Sort Select criteria 7 29 7 30 Specific Details 2 28 3 7 spell check 1 12 Spreadsheet 7 6 Standalone site 1 8 Standalone users 1 4 1 6 Standard Account Structure 9 1 Standard BA 10 14 standard chart of accounts 9 8 Standard Policy Classes 2 31 Standard Schedules 7 30 Standing Journals Diarised 9 17 Standing Journals Recurring 9 19 Start Date Maximum Days In Future 10 29 Start Quoting 8 27 8 28 8 31 Statistical Code 2 31 8 8 Status 3 12 5 32 5 34 8 11 Status column 5 45 5 51 Status of Active 8 11 Status of renewals 10 3 Status Enquiry 10 7
6. 15 Executive Direct Phone 10 24 Executive Email 10 24 Executive Maintenance 10 29 Executive Name 10 24 Executive Title 10 24 executives UserID 10 30 existing Creditor 10 38 Exit On Line quoting 8 28 Expired Policy Report 7 18 expiry date 8 17 Expiry Date From 7 31 Expiry Date Range 7 29 7 30 Export Print Report 5 93 Extracted Data 22 Extraction of EWAY Settlements 5 91 F F 1 1 12 6 9 F1 1 12 F7 1 12 FA 9 5 Favourite 1 8 1 14 5 2 Favourites 1 11 1 14 5 2 5 3 5 12 5 16 5 22 5 25 5 57 7 1 7 58 8 19 8 21 8 26 9 3 10 1 Favourites Display and Display All 1 14 Favourites icon 1 11 5 2 FBC Charges 10 40 fees 5 71 5 82 5 84 7 35 7 50 7 52 File View 7 2 Finalise Payment 3 12 Finalise Payment Run 5 43 5 49 5 56 finalise the task 4 5 Finalised Date 4 5 Finalising a Claim 3 12 Finalising a Task 4 5 Finalising the Run 5 39 5 56 Financial Ombudsman Service 7 70 Financial Year 7 15 7 16 Finish Date 10 9 Fixed Assets 9 5 flagged 6 6 6 8 Foreign Currency 5 15 7 60 9 31 foreign currency accounts 9 24 Foreign Currency Clearing 9 21 Foreign Currency Exchange Rates 10 53 Foreign Insurers Notification 10 40 foreign intermediary 10 43 14 19 Foreign Law 10 42 10 43 10 13 Foreign Only Journal 9 21 9 24 Form 701 2 4 19 20 21 24 25 27 Form 701 Table 1 2 Form 701 Table 2 2 Form 702 19 From i 2 44
7. 2 42 Broking Parameters screen 5 Broking report 7 26 Broking Report with Subagent Details Selection 7 12 Broking Report with Subagent Details Selection Report 7 12 Broking Reports 7 9 7 27 Broking Transactions for Insurer 7 25 browser settings 1 1 bulk invoice closing 10 40 Bureau user 1 8 Bureau users 1 4 1 6 1 9 c CA 9 5 Cabinets 7 2 calculation for rates 10 54 cancel 2 37 2 51 8 8 Cancel 2 33 Cancel Payment Run 5 47 cancel the payment run 5 37 cancellation of Creditor payments 5 58 Cancellation Report 7 14 Cancellations 10 40 cancelled policies 2 40 Cancelling Creditor Payments and Debtor Refunds 5 57 cancelling funded policies 6 8 Cancelling Receipts 5 25 Cancelling Modifying a Submitted Change Client Code Run 10 51 Capturing APRA Details in Transactions 16 Card Type 5 92 Cash 5 2 5 3 5 4 5 17 5 22 5 24 5 71 5 81 5 82 7 35 7 46 7 47 9 6 Cash Book Entry 9 16 Cash Receipt 5 4 5 24 Cash Receipt process 5 4 9 27 Ibais User Manual BA Insurance Systems Cash Receipting 5 3 Cash Receipts 5 2 5 22 Cash Receipts Listing 7 62 Category 1 14 5 2 9 3 9 4 CC Surcharge 5 10 CFCA Journal 9 21 Change Account Executive 10 32 10 33 Change Client Code option 10 48 Change Client Code Run 10 49 10 50 change details on client record 2 20 Change Password button 1 9 Change Policy Class function 10 46 Change Merge Clien
8. Screen 3 2 4 1 client quotation 2 23 Client Quotation 8 3 8 30 Client Receipt Cancellations 5 27 client record 2 23 2 24 Client Salutation 10 24 Client Search 2 1 2 3 3 3 Client Statements 5 97 7 54 Client status 7 21 Client s detail fields 10 24 Client s Policy in Enquiry 3 4 client s portfolio 6 7 close the policies 7 59 8 20 Closed 3 12 8 20 Closed CLS 8 20 CLS 8 20 COA 7 60 7 61 9 9 9 31 9 32 code 2 2 2 38 2 46 5 5 9 5 9 6 codes 2 42 5 5 6 1 10 24 Colour Assistance 1 13 commission 2 30 5 17 5 71 5 82 5 84 7 35 7 50 7 52 Commission 10 12 10 13 10 35 10 36 10 40 commission details 10 13 commission rate 10 12 10 13 Commission rates 10 35 10 36 Company 5 74 5 76 5 79 5 80 5 83 7 39 7 41 7 44 7 45 7 51 Company Branch 7 29 7 30 9 10 Company Branch Master 6 Company number 9 8 10 53 Company Branch 5 32 5 44 5 50 5 63 7 27 9 9 Company Branch Code 5 63 complete a new policy 2 23 2 25 Completed Jobs 10 9 Completing bank statement reconciliation 5 86 Computer Cheque 10 39 Confidential Notes 2 18 Configuration 8 1 confirmation box 7 3 confirmation message 5 42 connection to your server 1 8 Consolidate link 5 96 Consolidated 9 1 Consolidated Brokerage Earned Report 7 53 Consolidation File Transfer 9 1 Contact information 5 5 Contact Maintenance screen 4 4 control panel 1 1 1 2 Cont
9. 1 9 7 9 8 9 9 9 10 9 12 9 28 9 29 General Ledger Data Entry 9 12 General Ledger Details Report Insurance Details 7 61 9 32 General Ledger Details Report by Policy Class 7 61 9 32 General Ledger Details reports 7 60 7 61 9 31 9 32 General Ledger Enquiries 9 10 General Ledger Enquiry 9 30 General Ledger Transaction 9 12 General Letter Template 10 23 General Letters 2 53 General Schedule Text Name 10 22 General Screen Defaults 10 17 General Text 2 29 Generate 2 33 Generate a Letter 10 23 Generate General Ledger 9 8 generate the prints 2 55 Generating and Storing of Reports 7 1 Generating Letters 3 6 Get Quote List 8 31 Getting Help 1 15 GL Account cell 9 14 GL Account Number 9 16 GL COA Account Number 9 16 GL control accounts 9 29 GL Database GST VAT Detail Report R80 5 69 GL Details Reports Selection 7 60 9 31 GL GST VAT Detail Report by GL Account 5 69 GL Master Account numbers 9 9 GL Period 5 87 Go to Page button 2 4 Gross paying sub agents 10 37 Gross Sub Agent 10 34 Group Like Documents 2 32 GST 2 48 5 10 5 62 5 63 5 71 5 82 5 84 7 35 7 50 7 52 10 39 10 40 GST Exempt 10 40 GST parameters 5 66 GST Transfer 5 10 GST VAT Calculation Worksheet R40 5 69 GST VAT Detail Report R20 5 69 GST VAT Detail Report by Tax Code R30 5 69 GST VAT process 5 68 GST VAT Reporting 5 65 7 33 GST VAT reporting system
10. 10 27 numerical 10 38 o Offset cross currency 5 3 Offset payments 5 3 Online Quoting 8 26 On line Quoting 8 27 open an additional session 1 12 Open Item Allocation 5 24 Open Items 5 28 5 30 5 60 5 62 open PDF 8 26 operating systems 1 2 Optional Screens 3 7 Orange 1 13 Other Journal Functions 9 21 Outstanding balance 5 5 Outstanding GST VAT Detail Report R70 5 69 Outstanding Insurer Creditor Policy Payments Screen 5 34 Outstanding Jobs 10 9 Outstanding Renewal Report By Client 7 27 Outstanding Renewals By Client By Debtor 7 29 Outstanding Renewals Report With Schedules 7 30 overdue debt 1 13 overdue task 4 5 overseas currencies 5 10 Overseas Insurer 10 40 overseas underwriters 10 40 Overview 5 25 5 57 7 1 9 1 10 1 P Page Setup Settings 1 7 Part column 5 35 5 52 part paid items 5 75 7 40 10 39 Part Payment 5 35 5 52 5 53 Part Payments Screen 5 36 5 52 Partial Allocation 5 8 Particulars Section 2 39 password 1 9 1 10 Password 1 9 Payable 2 48 Payee 3 10 Payee code 3 10 Payment Bordereau Selected Cheques 5 39 Payment Cabinet 5 39 Payment Description 3 10 Payment Entry 3 5 Payment Remittance Report Production 5 39 Payment Report Cabinet 5 41 payment run 5 34 5 37 5 39 5 43 5 46 5 47 5 48 5 49 5 53 5 54 5 55 5 56 Payment run 5 36 5 53 Payment Run 5 32 5 34 5 37 5 41 5 45 5 47 5 51 5 53 Pa
11. 10 8 10 9 Statutory Charges 7 24 Steadfast Brokers 10 41 Step List 5 36 5 53 Still to be Run 5 32 5 45 5 51 store reports 7 1 store the report 7 4 7 8 Store this report 7 6 Store this report permanently 7 7 stored 7 4 SUB Creditor 10 34 Sub Account codes 9 7 Sub Account Master 9 7 9 10 Sub Agent 7 9 8 6 10 30 10 34 10 35 10 36 Sub Agent Commission 10 35 10 36 Sub Agent Commission Rates 10 35 Sub Agent Maintenance 10 34 sub agent s commission 5 71 5 82 5 84 7 35 7 50 7 52 sub agents 5 31 Sub Categories 9 4 9 5 Sub Category 1 14 5 2 9 3 subagent 7 9 Subagent 7 15 7 16 7 21 Subagent Commission Rate Listing 7 10 Subagent Commissions 7 10 submit 3 7 3 11 5 63 8 10 8 13 8 18 10 7 10 11 10 13 10 20 10 31 Submit 2 36 2 41 2 52 3 10 3 11 3 12 4 5 5 8 5 11 5 28 5 30 5 60 5 62 submit button 10 11 Summary 5 71 5 76 7 15 7 16 7 35 7 41 Summary Only 7 12 7 48 7 49 7 50 7 64 7 67 Summary Only option 7 12 Summary Report 7 15 Sundry Cash Receipt 5 22 9 16 Ibais User Manual BA Insurance Systems Sundry Creditor Payment 9 16 Sunrise 7 58 8 1 8 8 8 12 8 14 8 17 8 19 8 20 8 21 8 22 8 23 8 24 sunrise button 8 8 Sunrise button 8 4 8 5 8 9 8 13 8 15 8 17 Sunrise class 8 4 8 5 Sunrise exchange Home page 8 28 Sunrise housekeeping 7 58 8 19 8 21 Sunrise Lapse 8 11 Sunrise Policies Requiri
12. 4 3 5 84 6 7 7 9 7 15 7 16 7 52 8 7 8 22 10 24 From date 7 9 7 15 7 16 8 22 From Date 5 84 7 52 FSG 10 31 FSG document 2 18 FSL Code 10 40 FSRA Details 2 18 7 26 10 31 FSRA Details By Client 7 26 FSRA documentation 7 26 FSRA status 7 26 Full Access to Claims Data Entry 3 2 Full Allocation 5 7 full list of all policies 2 8 Full Payment 5 7 Fully Allocate 5 9 function 1 4 1 11 1 14 2 8 2 20 2 33 2 38 5 2 5 3 5 9 5 12 5 17 5 22 5 25 5 57 5 72 5 74 5 75 5 76 5 77 5 78 5 79 5 81 5 82 5 84 5 97 6 4 7 4 7 6 7 19 7 37 7 39 7 40 7 41 7 42 7 43 7 44 7 46 7 50 7 52 7 54 8 11 8 18 8 21 8 26 9 3 9 8 9 9 Function 9 10 10 9 FUND 6 9 FUND Q 6 9 funder 6 1 6 6 6 7 6 8 Funder 6 1 6 2 6 4 funder code 6 9 Funding a Policy Portfolio 6 7 Funding a Transaction 6 5 Funding Class 6 3 funding company s web site 6 6 6 8 funding transaction 6 7 Future Start Dates 10 29 G G210 10 18 general bank account 5 22 General Bank Account Code 5 63 General Creditor Data Entry 9 25 Ibais User Manual BA Insurance Systems General Creditor Transactions 9 25 9 26 General Creditors 9 25 9 29 General Creditors Sub ledger 9 29 general insurance intermediary 10 42 4 12 19 20 General Insurance Intermediary 10 41 11 12 General Insurer Placement 10 42 12 General Journal 9 8 9 12 General Ledger 5 10 5 23 9
13. 5 66 GST VAT reports 5 65 5 67 7 33 GST VAT Reports screen 5 68 GST VAT Summary Report R10 5 69 Guidelines 1 18 H H 5 35 5 52 Help Screen 1 12 highlighted 2 10 2 33 2 34 2 38 5 2 5 7 6 7 6 9 8 22 8 23 9 3 highlighted cell 2 33 8 22 8 23 highlighted in yellow 2 34 highlighting 8 12 High value Insured 10 history of a task 4 5 history of one selected policy 2 8 Hold and Release 5 35 Hold column 5 35 5 46 5 52 Hold Release Details Screen 5 36 5 53 Hold Release Summary screen 5 36 holding security 10 40 Home screen 3 3 4 1 How to Access Accounting Functions 5 2 How to Access General Creditor Functions 9 25 How to Access the Administration Functions 10 1 How to Access the Reporting Functions 7 1 How to create a new drawer 7 7 How to drive bais 1 11 How to Retrieve a Suspended Transaction 2 34 hyperlinks 1 11 2 12 Hyperlinks 2 5 2 8 2 12 2 51 10 23 bais 1 1 1 4 1 6 1 8 1 9 1 10 1 11 1 12 1 13 2 5 2 8 2 12 2 42 2 45 5 1 5 2 5 15 5 19 5 21 5 23 5 27 5 29 5 59 5 61 5 72 6 6 6 7 6 8 7 1 7 15 7 16 7 37 8 1 8 2 8 6 8 8 8 9 8 11 8 13 8 18 8 21 8 22 8 23 8 24 8 28 8 29 9 1 9 3 10 1 10 5 10 8 10 19 bais home page 1 9 bais Home Page 7 1 10 1 bais Manuals icon 1 15 bais Security system 1 11 bais Security System 5 2 7 1 9 3 10 1 bais System 1 8 bais Transactions 16 ID 9 11 Ignore 1 12
14. Import Download List 8 14 8 15 Import Renewals 8 13 Imported Renewal 8 16 Inception Date From 7 12 Include another Creditor 5 34 5 51 5 53 Include another Debtor 5 46 Include Debit Payments 5 32 5 50 individual chart items 9 8 Individual GL Account 9 8 9 9 Insert existing Letter 2 53 Instalment Dates 2 39 2 40 Instalment documents 10 3 Insurance 2 42 2 46 Insurance Account 9 2 Insurance Accounts Payable 9 2 Insurance Accounts Receivable 9 2 Insurance Administration 10 25 10 32 10 46 Insurance General Ledger 9 2 insurance transactions 9 1 insurance trust accounting 9 1 Insured 2 1 2 2 2 3 3 6 Insured Code 8 15 Insured Name 2 1 2 2 2 3 8 8 10 24 Insured Name prompt 2 2 Insurer 2 27 3 6 Insurer ASIC Type 10 43 13 Insurer Code 10 13 Insurer codes 8 4 Insurer documents 8 24 Ibais User Manual BA Insurance Systems Insurer Master 11 Insurer master file 8 Insurer Name 10 24 Insurer product 8 6 8 8 8 9 8 13 8 24 Insurer Creditor 10 39 Insurer Creditor Maintenance 10 34 10 37 Insurer Creditor Masterfile 10 37 10 39 Insurer s Commission rate 10 12 Intermediary 10 40 Internet Explorer 1 4 1 6 1 8 8 1 Internet Options 1 4 1 5 8 1 introductory 1 1 Introductory Manual 8 2 Investments 9 6 Invoice Date 10 39 Invoice Detail Notes Wide 10 25 Invoice Notes Wide 10 26 Invoice number 7 9 Invoice Number 1 13 2 2 6 9
15. Invoice Particulars 8 8 8 9 8 13 Invoice Summary Report 7 9 invoiced 5 71 5 77 7 14 7 15 7 35 7 42 IP address 1 4 1 6 1 8 J Job Summary 10 8 10 9 Journal ID cell 9 11 journal processing screen 9 21 K Key Reports 7 14 KnowledgeBais screen 1 16 L Lapse a Sunrise 8 11 Lapse Policy 8 11 Learn 1 12 Leaving an Amount Unallocated 5 8 Letter 3 6 10 23 10 24 Letter Date 10 24 Letter Id 10 23 Letter Maintenance 10 23 Letter Subject 10 24 letter template 10 23 10 24 Letter Type drop down 3 6 Liabilities 9 4 Licence No 10 31 List Documents 8 25 8 26 list of drawers 7 7 List of Insurer 8 24 List of Payments to Make 5 36 5 46 5 53 List of Sunrise Documents 8 26 Listing of Claims by Claim Number 7 68 listing of policies 8 27 Lloyds Placement 10 42 12 Local Currency 5 6 Lodgement Details 3 Log out 10 5 10 8 Logging a Support Call 1 16 Logging In 1 9 Look Up 3 3 Look up existing Letter 2 53 Main Categories 9 4 Maintaining Foreign Currency Exchange Rates 10 53 Mandatory Supporting Insurer Details 10 42 12 Manual Cheque 9 16 Manual Close 7 59 8 20 Manual Creditor Payment 5 50 Manual Hold Release 5 34 5 51 manual policy class 10 46 10 47 Manual Updates i Master file 9 8 master file changes 8 Master General Ledger 9 2 Master GL 9 2 Master Groups 10 40 Memo Number 2 2 3 3 4 3 8 15 8 16 8 23 8 30 Memorandum Number
16. al 9 21 Reprint credit control letters 7 22 Reprint Credit Control Letters 10 10 Re Print Credit Control Letters 7 23 bais User Manual BA Insurance Systems reprint the letters 10 11 Reserve 3 5 3 6 3 10 Reserve Code 3 6 Reserve Detail screen 3 5 Reserves 3 5 3 6 retrieve a suspended new policy 2 34 retrieve a suspended quote transaction 2 34 Retroactive journals 9 13 Return Premium 5 71 5 78 5 79 5 80 7 35 7 43 7 44 7 45 Return Premiums Reports 5 71 5 79 7 35 7 44 Re Use Windows Option 1 5 Reverse an existing Journal 9 21 Reverse an Existing Journal 9 23 reverse the brokers fee 5 19 Review Date 3 8 3 10 3 11 Risk class 8 risk description 2 30 Risk Description 2 2 Risk Details 2 52 Risk Section 2 30 2 51 run by Creditor 5 33 Run Date 10 9 Run report 5 98 7 55 Run Report 5 33 5 72 5 74 5 75 5 76 5 77 5 79 5 80 5 82 5 84 7 4 7 9 7 15 7 17 7 19 7 37 7 39 7 40 7 41 7 42 7 44 7 45 7 47 7 52 7 58 8 19 Run Waiting to Commence 10 50 Running Reports to Report Cabinets 7 4 S SA 9 5 Salaries 9 5 Sales by Invoice Type 7 14 7 15 7 16 Save Status 5 32 5 45 5 51 Saving Reports to a Cabinet 7 7 Schedule documents 7 30 Scheduled Date of Run 10 51 Scheduled Run Time 10 51 SCHEME 2 46 Scheme Debtors 2 45 2 47 2 52 Scheme Debtors Overview 2 45 Search Criteria 2 6 search key 10 39 search options 3 3
17. atement Reconciliation 5 85 Bank to Bank 9 16 Bank to GL COA 9 16 bank transfer 10 45 Banking Location 5 4 5 27 Base letter 2 53 10 23 Base Letter 2 53 Base Levy amp Comparative Tables 7 70 Batch Printing of Documents 2 54 before you begin 1 1 Before you Start Sunrise 8 1 binder 10 40 BK Debtor 10 34 BKF ADDRESS 10 24 BKF CLIENT 10 24 BKF DATE 10 24 BKF DEAR 10 24 BKF FROM 10 24 BKF MAIL CONTACT 10 24 BKF MEMO 10 24 BKF OWNER 10 24 BKF SUBJECT 10 24 BKF TO 10 24 blank letter 10 23 10 24 blind copy 10 45 blue 6 9 Blue 1 13 Bold 10 20 Bordereau Selected Cheque 5 39 5 56 BPay file 5 13 BPay receipt file 5 13 BPay Receipt Input 5 13 BPay Receipt Inputs 5 13 BPay receipt process 5 14 Branch number 9 8 Brief Details 2 31 Broker s Fee 8 6 8 9 8 13 10 35 10 36 Brokerage 5 36 5 52 5 62 5 63 5 71 5 76 5 82 5 83 5 84 7 35 7 41 7 50 7 51 7 52 10 13 10 35 10 36 Brokerage and GST Transfers 5 62 5 63 Brokerage Earned Report 5 71 5 83 7 35 7 51 Brokerage Earned Reports 5 71 5 82 7 35 7 50 Brokerage Earned Summary Report 5 71 5 76 7 35 7 41 Brokerage Taken Report 5 71 5 84 7 35 7 52 Brokerage Fees 5 62 Brokerage Commission rate 10 13 Brokers Fee 5 19 Broking 2 42 6 1 7 9 9 2 10 1 Broking amp Claims 9 2 Broking Administration 6 1 7 22 10 10 10 12 10 14 10 17 10 21 10 27 10 29 Broking Codes
18. ation Code 7 APRA D2A 19 22 APRA data collection 16 APRA Data Collection 1 5 APRA Data Collection and Reporting 1 APRA details section 10 41 APRA Extract Information 20 25 APRA Reporting 17 19 APRA Reporting Extract 17 APRA reporting requirements 2 17 APRA s requirements 4 ARM DR ADDRESS 10 24 ARM SALUTATION 10 24 Ibais User Manual BA Insurance Systems ARM TRADE NAME 10 24 ASIC 5 70 5 72 7 34 7 37 10 42 10 43 1 3 9 10 13 ASIC type 2 17 Ask 5 11 Assets 9 4 Assign Memo Number field 8 15 Associated Clients 2 42 2 44 Association 2 42 2 43 2 44 Association Codes 2 42 2 43 Associations 9 4 ATO Tax return 10 40 Attention 10 24 Atypical Risks 10 42 10 13 Audit Listing 19 21 23 26 Australian Prudential Regulation Authority 1 Authorise Payment 3 11 Authorised FSRA 10 31 Authorised Representative 10 30 10 31 Authorised tick box 3 11 Authorising Payments 3 11 Auto Allocate button 5 9 Auto Allocation 5 9 auto suspend 8 18 Automatic Hold Release 5 32 5 33 Automatic Payment 9 16 automatic reminders 4 1 Available Amounts 5 63 Available Cabinets 7 2 Available Drawers 7 2 avoid paying brokers fee 5 19 B B 10 23 BA Support 10 16 BAIS Support 5 10 Balance 2 8 Balance Sheet 9 6 Bank Account 5 4 5 5 5 15 5 32 5 44 5 50 5 63 bank charges 5 10 Bank Deposit Slip 5 27 Bank Deposit Slips 5 16 Bank St
19. ble 9 2 Trade Accounts Receivable 9 2 Trade Creditors 9 1 Trade Debtors 9 1 Trading Name 2 46 10 39 transaction date 5 71 5 82 5 84 7 35 7 50 7 52 Transaction date 8 22 Transaction Date 5 28 5 30 5 60 5 62 7 9 7 12 7 15 7 48 7 62 7 64 7 67 7 69 Transaction Date To 7 12 Transaction Entry 2 23 2 24 2 36 2 38 3 4 3 8 3 9 3 11 3 12 8 8 8 12 8 17 8 20 Transaction Entry drop down 3 8 Transaction Entry Drop Down 3 2 Transaction Listing by Transaction Date 7 24 Transaction Processing 8 17 transaction summary 6 9 transaction Suspended in bais 1 13 transaction Suspended in SBClient 1 13 Transaction Table 5 6 transaction type 2 34 6 9 7 14 7 15 7 16 8 8 Transaction Type 1 13 6 9 transfer receipt ID 5 63 trantype 2 34 Trial Balance 5 70 5 74 7 34 7 39 9 6 Trust Account 5 62 5 70 5 72 5 73 7 34 7 37 7 38 Trust Account Summary 5 70 5 72 5 73 7 34 7 37 7 38 Trust Accounting Reports 5 64 5 70 7 34 Trust Bank account 5 22 Trust Bank Movements Section 26 Report 7 47 Trust Bank Movements Section 26 Reports 7 48 Trust Trial Balance Report 5 70 5 74 7 34 7 39 Trusted Site zone 1 4 Trusted Sites 1 4 1 5 TYPE 6 9 Type Category and Sub Category dropdowns 1 14 5 2 type of insurance 8 28 Type of Payment 3 10 Type of Receipt 5 4 U U 10 23 UFI 10 42 10 43 10 44 2 3 9 12 13 14 15 UFI Placement 10 42 12 Unal
20. ent 3 9 Recovery Transactions 8 21 8 22 Recurring Journals 9 19 Red 1 13 red button 2 24 Reference 5 28 5 30 5 60 5 62 Referral 8 18 Refine Button 2 4 Refine Search fields 2 4 Refine Search option 2 27 Refine Search Option 2 7 Refresh File Listing 7 5 Refund Cheques 9 16 Refund Details 5 45 Refund Preparation 5 45 regional and language settings 1 2 regional options 1 3 regional settings 1 1 1 3 Register a Support Call 1 17 Registering a New Claim 3 4 Reindex phase 10 50 Release Fully Paid Invoices for Payment 5 33 Release Notes i Remarks 3 6 Remove column 5 34 5 46 5 53 remove unnecessary toolbars 1 10 Ren Q 6 9 renew 2 51 8 12 renewal 2 24 Renewal 2 49 8 12 8 13 8 14 8 15 8 16 8 17 8 30 renewal procedures 7 27 Renewal Report with Text 7 14 Renewal Report With Text Schedule 7 31 Renewal Reports 7 27 Renewals 8 12 Renewing Existing Sunrise Policies 8 12 report cabinets 7 3 Report Cabinets 5 39 7 1 7 5 7 72 10 8 Report Codes 10 41 Report Description 7 8 Report menu 5 14 5 97 7 54 Report Preview screen 7 3 Report Purge Details 7 8 Report Samples 19 23 Reporting 7 1 9 1 Reporting on Completed Change Client Code Runs 10 51 Reporting Timetable 3 Reports 5 16 5 39 5 48 5 55 5 70 5 79 5 84 7 1 7 4 7 5 7 7 7 34 7 44 7 52 Reports Cabinet 7 2 Re post an existing Journal 9 21 Re post an Existing Journ
21. escription 10 23 10 24 De selecting a transaction 5 88 Detail Report 7 15 7 16 Detailed Creditor Enquiry 9 30 Detailed Enquiry form 2 7 2 10 Detailed Enquiry Form 2 5 Detailed Notes 2 31 Detailed Reports CSV 5 93 Details of Executive 10 30 Diarised Journal 9 17 Difference 2 22 Direct 3 10 5 3 5 17 Direct Payment 3 10 5 17 Direct Payment Cash Receipt 5 20 Direct Payment Journals 5 19 dishonoured 5 25 Display All 1 14 5 2 9 3 Display All Favourites button 1 14 Division 2 21 5 97 7 15 7 16 7 21 7 29 7 30 7 54 Division by Stat Code 7 15 DMS 2 32 2 56 2 58 Document History 2 55 Document Management System 2 32 2 56 Documents 2 19 8 25 DOFI exemptions 1 Download File menu 5 14 Drawers 7 2 Drop Down menu 3 1 E Earliest Previous Run Date 10 51 Earned Amounts by Invoice Type 7 14 7 16 7 17 Earnings 5 63 EDI policies 7 31 edit the quote 8 8 Editing a Sunrise Quotation 8 7 Effective End date 8 9 Effective Start field 8 9 Electronic data submission system 4 Electronic payment 10 39 email 3 7 4 1 5 11 5 12 8 7 Email 5 11 5 12 email address 10 45 email closings 10 45 email confirmation 4 1 Email Pages to Recipients 5 41 Email Preferences 5 42 Email Report to Recipients 5 41 Email Report to Self 7 3 Email Selected 5 39 7 2 Enclosures 3 6 end date 2 26 End Dates 8 4 8 5 End F 6 9 End of Day 8 11 10 2 10 3
22. located Amount 5 8 Unallocated Cash Listing 5 71 5 81 5 82 7 35 7 46 7 47 Unauthorised Foreign Insurer 10 41 10 42 11 13 Unauthorised Foreign Insurers 9 UNC 8 20 unclosed 7 59 8 20 Unclosed 8 20 Unclosed UNC 8 20 Underline 10 20 Underlined words 1 11 Underwriter 7 15 7 16 Underwriter by Class 7 15 Underwriter Policy Number 10 24 Underwriters 5 31 5 33 Underwriting Agency 10 40 Underwriting Agents 7 29 Unprinted Only 2 55 unprocessed withdrawal 5 90 Update ALL Policies 2 22 Update Contact 4 4 Update record 2 20 Ibais User Manual BA Insurance Systems Index Upload the EWAY Settlement File 5 94 user ID 10 30 User name 1 9 Vv variation on Executives 10 30 verify 8 28 View All Documents For All Users 8 25 View Details 10 9 View Policy button 3 4 Viewing the Associated Clients 2 44 Viewing the Reports in the Report Cabinets 7 4 7 5 w Waiting 2 33 wildcard 2 1 Withholding tax 10 40 Wording Clauses 10 14 10 27 write off limit 5 7 5 8 Y Y 5 34 5 46 5 53 9 9 Yellow 1 13 lbais User Manual xii BA Insurance Systems
23. ng Closure 7 58 8 19 Sunrise Policy class 10 46 Sunrise Print 8 24 Sunrise Processing 8 2 Sunrise product 8 4 8 20 Sunrise products 8 2 Sunrise schedules 7 33 Sunrise to manual 10 46 Sunrise underwriter 10 40 Support 3 7 support call 1 18 suspend 2 34 8 18 8 29 Suspend 2 34 2 35 Suspend button 2 34 Suspended 1 13 2 34 2 35 7 19 7 20 Suspended Policy Transactions Report 7 19 7 20 Suspended transaction 2 34 2 35 Suspending 2 34 5 89 8 18 Suspending a Transaction 2 34 8 18 switch to classic view 1 1 System Parameters 10 25 T T 1 1 12 Tab 3 6 5 28 5 30 5 60 5 62 TAB 1 11 2 1 2 2 TAB key 1 11 2 2 tabbing 10 13 Table of Contents i Task Management 3 1 4 1 10 30 Task Manager and Maintenance 4 2 4 3 Task screen 4 3 4 4 4 5 Task Versioning 4 5 Telstra eBusiness manual 8 28 template 3 6 10 23 temporary drawer 7 4 temporary file 7 6 Temporary File 7 4 Tender Type 5 4 5 5 5 6 5 10 5 15 text based processing 10 17 10 21 Text Based Schedule 2 28 Text Based schedules 7 33 Text Based Schedules 7 31 Text of Letter 10 23 The Extract Process 17 18 Third Party Details 3 7 Time and Status 10 9 Time Finished 10 5 10 8 Tips 1 12 To date 7 9 7 15 7 16 8 22 To Date 5 84 7 52 Tools 1 4 1 6 8 1 Tools Menu 1 6 top toolbar 7 1 topic panels with links 1 11 5 2 9 3 track correspondence 4 1 Trade Accounts Paya
24. orts 5 71 7 35 Creditor Type 5 33 Creditors 5 29 Creditors Ageing Reports 9 30 Creditors Statement 5 21 Creditors Trial Balance 9 30 CSV file 5 91 Ctrl F 1 12 Ctrl N 1 12 currency 5 3 5 4 5 6 5 15 9 8 Currency 5 32 5 44 5 50 5 74 5 76 5 79 5 80 5 83 5 84 7 39 7 41 7 44 7 45 7 48 7 51 7 52 7 60 7 62 9 21 9 24 9 31 10 53 currency variances 5 15 Current Assets 9 5 9 6 Current Client 10 48 10 49 Current Version 2 2 Customer Name and Address Listing 7 21 Customised 10 42 10 43 10 13 customize button 1 3 D D2A 3 4 6 7 22 Data Defaults 10 35 data extraction 4 date and time stamped 4 5 date fields 1 12 Date of Loss 3 3 date range 7 9 7 24 7 25 7 27 Date tab 1 3 Date To 7 12 7 31 dates Australian format 1 1 Dear 10 24 Debtor 2 45 2 46 2 48 Debtor Address 10 24 Debtor Ageing Reports 5 71 7 35 Debtor Code 5 45 Debtor History Report 7 67 debtor is different to the insured 1 13 Debtor Name 10 24 Debtor Receipt 5 27 Debtor Refund 5 61 Debtor Refund Cancellations 5 61 Debtor refund cheques 5 58 Debtor Refund Payment run 5 46 Debtor Refund Payments 5 44 Debtor Refund Screen 5 49 Debtor Refunds 5 45 5 46 5 47 Debtors Ageing Report 5 77 5 78 7 42 7 43 Debtors and Creditors ledgers 10 3 Debtors Reports 10 29 Default 5 34 5 36 5 46 5 53 Delay Start Until 10 7 delete 2 35 2 51 10 13 10 16 10 22 D
25. ransaction Exception report 7 49 Policy Transaction Screen 10 14 10 27 Policy Wording 2 31 10 27 10 28 Policy Wording Code 10 28 Policy Wording detailed description 10 28 Policy Wording Clauses and Notes Section 2 31 Pop Up Blocker 1 6 Pop Up Blocker Settings 1 6 Pop Ups 1 6 Portfolio Analysis 7 14 7 17 portfolio by Policy Class 7 17 Portfolio Funding 6 7 Post Payments as Listed 5 37 5 47 5 53 5 54 Post Standing Journal 9 18 9 20 Post Standing Journal function 9 20 Postal address 10 39 Preferred Insurers 10 12 Premium 1 13 2 30 2 47 2 48 2 51 2 52 5 1 6 1 6 2 6 4 6 5 6 9 8 6 10 35 10 36 10 40 Premium details 8 6 Premium Funded 6 5 6 9 premium funder 6 8 Premium Funder Classes 6 1 6 2 Ibais User Manual BA Insurance Systems Premium Funder s Class 6 4 Premium Funding 5 1 6 1 6 5 premium funding quote 6 9 premium funding screen 6 6 6 8 Premium Funding Set Up 6 1 Premium Summary 2 47 2 48 2 52 Premiums Section 2 52 pre printed laser cheques 5 38 preview 2 33 2 49 5 11 5 12 5 72 5 99 7 5 7 37 7 56 8 7 Preview 2 49 5 11 5 12 5 75 5 82 7 40 7 47 Preview Mode 5 34 5 36 5 46 5 53 Preview Policy Document 2 32 Previews 2 33 previous button 1 11 Previous button 2 4 2 35 Previous Buttons 2 5 2 8 2 12 Price Waterhouse Fire Brigade scheme 10 40 print 2 49 2 50 3 7 5 11 5 12 5 99 7 5 7 9 7 56 8 7
26. rol Total Balancing Report 5 71 5 75 7 35 7 40 convert the policy 8 29 convert the quote 8 8 8 29 8 31 Convert to a New Policy 8 30 8 31 Convert to a Quote 8 30 convert to New Policy 8 7 Converted Premium Funding loan 1 13 Converting a Quote to New Policy 8 7 copy button 10 15 Copy Policy Function 2 36 Corporate 9 1 corporate accounting operations 9 1 Corporations Regulations 1 correct report and document printing 1 7 correct settings 1 4 Covernotes 7 24 Covert to a Quote 8 31 Create a new draw 7 7 create a new Task 4 3 create General Ledger Master Account 9 9 Creating a New Client Record 2 16 Creating the Cancelling Creditor Payments Transaction 5 57 Creating the Cancelling Receipts Transaction 5 25 Ibais User Manual BA Insurance Systems Creating the Transaction 2 47 Credit Card Charges 5 10 credit card payments 5 10 Credit Card Surcharge 5 10 Credit Card Surcharge fee 5 10 Credit Control Letters 10 3 Credit Note entry 9 29 Creditor Cancellations 5 59 Creditor Code 5 33 5 35 Creditor Email Address for Accounts 5 40 Creditor Full Ledger Report 7 64 Creditor Payment 5 34 5 43 5 56 Creditor payment cycle 10 35 Creditor Payment Run Screen 5 34 Creditor Payments 5 31 5 37 5 57 Creditor Payments Screen 5 43 5 56 Creditor Receipt Cancellations 5 29 Creditor Remittance 5 39 5 56 Creditor Report 5 78 5 79 7 43 7 44 Creditor Rep
27. t Codes 10 48 changing regional settings 1 1 Changing Sunrise Policies back to Manual 10 46 Chart of Account number 9 8 Chart of Accounts 9 4 9 8 9 10 Chart of Accounts 9 4 Check the EWAY Uploaded File 5 95 Cheque No 5 63 cheque numbers 5 38 5 48 5 55 Cheque Payment No 5 59 5 61 Cheques Written Back 9 16 Claim Enquiry Screen 3 1 Claim Number 3 3 Claim Search 3 3 Claimant Reserves Screen 3 6 Claims 2 1 3 1 3 3 10 1 Claims and Tasks 10 3 Claims Enquiry 3 1 Claims Enquiry System 3 1 Claims Executive 10 30 10 31 Claims Executive Only 10 31 Claims GST 10 40 Claims Processing 3 2 3 4 Clear 2 33 Clear Select 7 5 CLI LNAME 10 24 Client Address 10 24 Client ASIC Type 10 43 13 client code 2 46 Client Code 2 1 2 16 2 44 3 3 4 3 5 5 7 29 7 30 8 27 10 24 client code s 7 26 Client Details 2 17 2 20 Client Details Enquiry 2 20 Client Details Enquiry and Client Maintenance 2 20 Client Enquiries 2 1 6 9 Client Enquiry 6 9 10 34 Client Enquiry and Policy Processing function 6 9 Client Full Ledger 2 8 Client Mailing Contact 10 24 Client Maintenance 2 20 2 46 Client Master 9 Client master file 8 Client Name 7 21 Client Options 2 17 Client Processing 2 23 2 33 2 44 2 46 4 1 4 3 6 7 8 3 8 7 8 8 8 12 8 17 8 20 Client Processing form 2 23 Client Processing Menu 8 11 Client Processing screen 2 34 3 1 Client Processing
28. te to allow 1 6 Adjust Claim 3 8 Adjusting a Claim 3 8 Administration 2 42 7 22 7 23 10 1 10 2 10 10 10 12 10 14 10 17 10 21 10 27 10 29 Administration Broking list 10 2 Administration list 10 10 10 12 10 14 10 17 10 21 10 27 10 29 Advanced tab 1 5 Advertising 9 5 Affect Bank Deposit Slip 5 27 5 29 AFSL Licence 6 7 17 19 20 21 22 AFSL Licence Number 6 7 AFSL Names 7 Ageing Date 5 77 7 42 agreement number 6 9 All Card Types 5 92 All Options 5 64 5 97 6 1 7 1 7 14 7 54 7 58 8 13 8 19 8 21 8 25 8 26 10 1 10 10 All options Screen 5 56 All Options Screen 5 43 5 49 All Tasks 4 2 All versions 2 2 Allianz e remit 10 45 Allocate Cheque Numbers 5 38 5 48 5 55 allocated 5 7 5 8 5 17 5 24 7 14 7 16 Allocating Deposits 5 7 Allowed Sites 1 6 alpha 10 38 Alt Executive 7 15 Alternate Executive 10 31 Alternative Executive 10 30 Alt Tab 1 12 Always Print 5 11 Amend Renewal 8 17 Amending Sunrise Renewals 8 17 Amending Transactions 2 51 amendment 2 24 Amount Actually Banked 5 6 5 15 Amount Outstanding 5 5 Amount to Allocate 5 6 Amount to be Actually Banked 5 15 ANZIC code 10 39 AP Bank Reconciliation File 9 16 APM TRADE NAME 10 24 applicable codes 10 24 APRA 10 41 10 42 10 43 10 44 1 2 3 4 12 13 14 15 APRA category 17 APRA Class of Business 4 APRA codes 17 22 APRA Codes 10 44 APRA Consolid
29. yment Run Date 5 32 5 45 5 51 Payment Run Reports 9 30 payment status 3 4 Payment to be Authorised 3 11 payment to be cancelled 5 59 5 61 Payments 3 9 3 10 5 31 Payments Engiry 5 49 Payments Enquiry 5 56 PCL DESC 10 24 PDF version 2 53 Period cell 9 11 Period Ranges 7 Physical Address 2 19 Pink 1 13 Placement Type 10 41 Placement Types 10 42 12 placing slip 2 23 Placing Slips 7 24 POL CLIENT NAME 10 24 POL CR POLICY 10 24 POL END 10 24 POL START 10 24 Policies Without Policy Numbers 7 20 Policy and Risk Class Changes 10 44 15 Policy class 8 Policy Class 2 28 3 7 7 15 7 16 7 29 7 30 8 4 10 12 10 13 10 15 10 16 10 17 10 18 10 22 10 24 Policy Class Description 10 24 Policy Classification 10 15 10 16 Policy End Date From and To 7 17 Policy Enquiries 2 2 Policy Enquiry 3 4 Policy Expiry 10 24 policy history versions 2 40 Policy Maintenance 2 38 2 39 7 20 10 25 Policy Memorandum 10 24 policy number 7 20 Policy Number 2 2 2 38 8 14 policy period 2 26 Policy Processing 2 23 2 36 4 3 6 9 10 34 Policy Schedule 10 17 Policy Search 2 2 2 6 8 8 8 23 Policy Setup 10 12 10 14 10 17 10 21 10 27 Policy Specific Details 2 28 10 17 Policy Start 2 26 8 4 8 5 10 24 Policy Transaction 2 11 8 8 8 9 8 12 8 30 10 14 10 25 10 27 Policy Transaction Details 2 11 Policy Transaction Exception Listing 7 50 Policy T
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