Pre-conditions
User and Policyholder must be created before
Navigation
All functionality for use with the administration of policyholder users can be found under the main menu Administration
, sub menu Policyholder Users
.
Img. 112 Navigation Policyholder User
Clicking on the sub menu Policyholder Users
re-directs the current user to the Find contract Page.
Img. 113 Search Policyholder User
Search Page
Search criteria
User: opeimin user
PolicyHolder
Date valid from/to
Show deleted
Results
The columns name definiction matches with the search criteria definitions
The rows are the search results
Edit policyholder
as doubleclick on the line, clicking on that button will open the edit popup
Img. 114 Edit Policyholder User
Delete policyhodler
Confirmation pop up is displayed.
duplicate
A creation popup will be displayed.
Create policyholder user button
A creation popup will be displayed
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