Creating
a Notice Help
Note: The ODEN SR&R Library menu option is a link to
the ODEN library of rules and regulations summarized by topic for 50 states,
DC, Virgin Islands, Puerto Rico and the Federal Government.
Basic
Notice Information
This page contains basic notice information and
contains the following fields:
Is this policy regulated? -
This field displays the regulated
status of the policy. This is pre-filled by ODEN® and
cannot be modified.
Mailing by Date - This
field displays the date on which the notice will be mailed. The system
pre-fills this field with the earliest valid mailing date based on the
ODEN®
rule base, user defined Invalid
Mailing Dates and the Mail
Rollover Hour. This field displays only if the policy is within the
underwriting
period.
Consumer Reporting Agency - This field
displays a list of previously defined Consumer
Reporting Agency(s), and their reference numbers. If applicable select
the agency(s) which influenced your decision. To make a selection, click
on the down arrow and choose from the dropdown list, or scroll down to
the desired entry and press the tab key. If Consumer Reporting Agency(s)
information has not been defined in utilities, this/these field(s) will
not display.
The list of Consumer Reporting Agency(s) may
be added to or edited by your System
Administrator or any other user with Data Setup-Consumer Reporting
Agency rights. The
Consumer Reporting Agency maintenance page can be accessed through the
Utilities menu.
Underwriter - This field displays a list
of previously defined Underwriters.
To select the underwriter for the policy click on the down arrow and choose
from the dropdown list, or scroll down to the desired entry and press
the tab key. This information does not appear on the notice. If Underwriter
information has not been defined in utilities, this field will not display.
The list of Underwriters may be added to or
edited by your System Administrator or any other user with Data Setup-Underwriter
rights. The
Underwriter maintenance page can be accessed through the Utilities menu.
Reason Code
- This
field displays a list of valid reason
codes. Select the appropriate reason code from the list. To make a
selection click on the down arrow and choose from the dropdown list or
scroll down to the desired entry and press the tab key.
Reason Codes are specific to Policy and Notice Types and are determined
by ODEN®. Note - None of the above apply should be selected
for any valid reason not listed in the dropdown list.
Facsimile Signature - This
field displays a list of previously defined facsimile
signatures. To select the signature you want to display on the notice,
click on the down arrow and choose from the dropdown list or scroll down
to the desired entry and press the tab key. If facsimile signature information
has not been defined in utilities, this field will not display.
The list of Facsimile Signatures may be added
to or edited by your System Administrator or any other user with Data
Setup-Facsimile Signature rights. The
Facsimile Signature maintenance page can be accessed through the Utilities
menu.
Underwriting Period - This field displays
underwriting
period information. This information displays only for new policies
that are being canceled within a specific time period.
Link to
Creating a Notice Help Page
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