View and Edit Transaction Details

You can view and edit transaction information in SLIP by navigating to the Transaction Details panel on the Policy Details screen. Within Transaction Details, view and manage the following areas related to Transactions by selecting the appropriate tab:

• Layering (if the user indicates Multiple Insurer on the Details tab)
• Certificates (if the Policy has a Type of "Master")
• Multi-State (if the user checks the Multiple-State checkbox on the Details tab)
• SL1
• GAP
• SL2
• Documents
• Notes

View Transaction Details:

1. Search for a Policy.
2. In the Policy Search Results grid, select a Policy by clicking the Policy Number hyperlink.
3. Select the Edit icon for a transaction in the Transactions grid.

Edit Transaction Details:

1. Search for a Policy.
2. In the Policy Search Results grid, select a Policy by clicking the Policy Number hyperlink.
3. Select the Edit icon for a transaction in the Transactions grid.
4. Click Edit at the bottom of the Details tab.
5. Edit the available fields as needed.
6. Click Save to retain the changes or Cancel to discard any changes.

Hints:

Clicking Resume in Wizard allows the user to resume editing the policy within the appropriate Wizard.

If Gross Premium does not match the Gross Certificate Premium on the Certificates screen, the Premium Flag displays.

Transactions with the status of "Registered" are not eligible for editing. Instead, submit a Change Request.

If the user deletes all transactions within a policy, the system also deletes the policy.

Submitted transactions can be edited or deleted if they do not have a status of “Under Review.”