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.

Reason Details
The Reason Details page contains the following information:

Reason Warnings
The Reason Warnings section displays warnings applicable to the selected policy type, state, notice type and reason code.

Instructions
The Instructions section displays information on how to properly fill out the Reason Description field.

Reason Description
The Reason Description section contains the following fields:

Reason Code - This field displays the previously selected reason code.

Custom Reasons - This field contains a list of previously defined custom reasons. To select a custom reason click on the down arrow and choose from the dropdown list or scroll down to the desired entry and press the tab key. If custom reason information has not been defined in utilities, this field will not display.

Overwrite - Overwrite means that the selected custom reason will 'overwrite' the blank reason description box. Overwrite may also be used to replace a previously selected custom reason. If a custom reason has been placed in the reason description box that is not applicable, selecting another custom reason with the overwrite option will 'erase' the first custom reason and place the text of the newly selected custom reason in the reason description box.
Append - More than one custom reason may be used on a notice. Select a custom reason with the overwrite option selected. Then change the selection to append and select an additional custom reason to include multiple custom reasons in the reason description box.

The list of Custom Reasons may be added to or edited by your System Administrator or any other user with Data Setup-Custom Reason rights. The Custom Reasons maintenance page can be accessed through the Utilities menu.

Reason Description - This field is where the specific reason for taking notice action on a policy is entered.

Data Tags - The Data Tags feature allows the user to add some basic text formatting to notice text. This also allows the user to dynamically insert pieces of data from the policy record into the notice text at generation time. While editing the notice text, Data Tags appear in braces ({}). At generation time they are translated into associated data or formatting changes on the notice. Data Tags can be typed directly into the text box or alternatively may be selected from the Data Tags list. Selection from the list adds the appropriate Data Tag to the end of the text.

Link to Creating a Notice Help Page

Many features are controlled by user rights. If you do not see a feature as described in Help, the rights may not be set up to use that feature. Please contact your System Administrator. See the Disclaimer page for contact information.