LINKING RISK POLICIES TO A CLIENT

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Linking Risk Policies to a Client

To link a policy to a client:

Client - Select the relevant Client

Client Menu - Select “Risk Policies”

Client Risk Policies - A list of Risk Policies already loaded is displayed. 

To add a new Risk Policy (the policy must have already been created at a Parent level), select the row “Click here to add a new row.”

Complete the relevant fields.

Take special note of the following fields:

Eff date: This date must be prior to the first transaction date.

Risk Policy: This is the new policy you wish to link.

Bank Ref: This cannot be populated when linking the policy as it should be loaded on the Parent Risk Policy

Press the “Update” button and the “Save” Icon.

Disclaimer and Copyright

DISCLAIMER

Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.

In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.

EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.

Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.

COPYRIGHT

This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.

EBSphere (Pty) Limited

P.O. Box 785803

Sandton

2146