Input Parameters for WIN creation

PS Type
PS Sub Type
system name

eApproval No
Branch code
Product Code
Requested By
Requested Date

Underwriter E approval Underwriting decision screen

Input Parameters for set attributes Responsibility

1. eApproval Request Raised to the

U/w. Win Creation Service.
2. eApproval URL - U/w Approval
Screen
WIN Number Manuraj 3. Set Attribute Service
system name
eApproval No

Decision flag:
Approved
Reject
Query
Refer to HO Underwriter
Input Parameters for JV status Output Parameters for JV status
WIN number WIN number

Decision flag :
Initiated
Approved
Created

JV Number
Remarks

URL'S
Case initiation JV Initiation screen
Ho ops Approval JV Approval screen
Receipting JV Creation screen
Query JV Enquiry screen

case initiation - Initiated status - moved to Ho ops approval

case initiation - blank status - lie in the same work step
Ho ops approval - A status - Move to receipting after decision approved
Ho ops approval - Other than A status - Query can be raised
Receipting - C status - Query(Receipt created)
receipting - other than C - Query can be raised
Query - C status - Exit(Receipt created)
Query - other than C - Decision Based on previous workstep
Responsibility
Sharad Mishra (Manuraj)
Input Parameters Output Parameters
WIN number WIN number
Make Model
Vehicle Type
Inspection Charges waiver flag

Decision flag :
Initiated
Approved
Reject
Re refer
Discard

Set attribute call for inspection done

WIN number
system name
Inspection Done flag

URL's
Case initiation Vehicle Inspection Initiation screen
BM ZM Approval Vehicle Inspection Approval screen
Query Vehicle Inspection Query screen

Case initiation I status- Inspection charges wavier selected - Approval

Case initiation - I status - moved to system workstep for inspection number
Case initiation - blank status - lie in the same workstep
Approval - A status - Move to system workstep for inspection number
Approval - R status - reject - Query work step
Approval - I status - lie in the same work step
Responsibility
Sharad Mishra (Manuraj)
 Cover Note Book and stationery
Case initiation Issuance Initiation screen

CNBook & Stationery Issuance to branch

Cover Note Book and stationery
Ho ops Approval Issuance Approval screen
Cover Note Book and stationery
NL Stationery Allocation printing request screen
Cover Note Book and stationery
Dispatch Dispatch screen
Cover Note Book and stationery
Scrutiny Received screen

Cover Note Book Agent Issuance

Case initiation Request screen

Cover Note Book Agent Return

CN Books pending screen
Cover Note Book out of sequence
Cover Note Book Issuance BM ZM Approval enquiry screen

CN Cancellation & Lost Process Case initiation

 Case initiation CN Book reversal Initiation screen

CN Book Reversal Ho ops Approval CN Book reversal Approval screen

1) Books & stationery issuance:

Case initiation - I status - Ho ops approval
Ho ops approval - A status - NL stationery allocation
NL stationery allocation- Allocated status - Dispatch
2) Cover note book issuance to agent:

Case Initiation - fetch : Initiated status and book no, issuance date, Imd and sm code - CN books pending
CN books pending - Fetch : Decision and pending days, out of sequence - Decision Returned and out of sequence - BM ZM app
CN books pending - Fetch : Decision and pending days, out of sequence - Decision Returned and out of sequence is not checke

3) CN Book Reversal:

Case initiation - fetch : Initiated status and book no, reversal type, branch from and branch to - Ho ops approval
Ho ops approval - fetch : Decision
Input parameters Output prameters Input parameters Output prameters
WIN Number
WIN Number

Decision flag :
Initiated
Approved
Printing
Dispatch
Received

Submit button call the service

WIN Number
WIN Number Win number Win number

Decision flag
A- Approved
R - Reject

CN Book No Success/Failure

CNBook Issuance Date Remarks

IMD code
IMD Name
SM Code
SM Name

Decision flag :
Initiated
Returned
Revalidate
Change IMD

Pending Days
Out of sequence Flag

Submit button call the service

CN Leaf No Success/Failure
Cancel/Lost Reason code
Cancel/Lost Reason Description
 WIN Number
WIN Number

Decision flag :
Initiated
Approved
Reject

CN Book No
Reversal Type
1. CN Book Reversal
2. Branch Change
Branch From
Branch To

of sequence - BM ZM approval
of sequence is not checked - Dispatch
Responsibility

Sharad Mishra (Manuraj)

Set attribute call for Approval/Rejection via email

System Name

Decision flag
 Responsibility

1. Client Creation Screen - Personal / Corporate

2. Already existing Client API to be used to fetch
the client details, if entered manually.
3. IMD Code - No validation Required here as SP
code can also be mentioned here. Already available in New Business
Standalone without any integration
S.no Usage Input Parameters
For getting details
1 against master policy Master policy no

Call the PASIA- WIN

2 number update service

Call the WIN status

3 service of PASIA

At the RTS step, if the

WIN number is getting
discarded call the delete
4 service of PASIA

QI, Case Initiation FG Connect screen :- URL Required

Output Parameters

Master policy no Details to be picked from latest IF/CA transaction. Ignore the pend
PBL
Available sum insured
Available Premium
Policy inception date
Rate Clarify with Sudershan directly by Swapnil, Chandraskhar.

Refer to Common services work sheet

Status = 'IF' (Issued) Refer to Common services work sheet

Refer to Common services work sheet

Responsibility

Swapnil,Chandreskhar, Shiva
S.no Usage Input Parameters Output Parameters

Get Receipt No against

WIN number :-

For Crop separate

1 service to be called. WIN number WIN number
System Name Receipt Number
Sequence Number Collection Type

FG swift Receipt URL

Case Initiation
FG Connect Receipt URL

CROP Receipt URL

Responsibility

Shiva
S.no Usage

Call policy number service

for PASIA and HB for
1 checking the validity Refer to Common services work sheet

2 Receipt Enquiry service Refer to Common services work sheet

Receipting FG connect receipting URL

JV receipt URL
S.no Usage Input Parameters Output Parameters
1 Call PASIA policy enquiry service Policy Number

Entity key(Must be
unique for every
request and in case
of failure rettempt
to happen using
2 Agent portfolio transfer service the same ID). Status
Policy Number
Agent from
Agent to
Effective Date

3 Agent code validation

4 Policies against the Agent Agent Code Policy Number

Branch code
Status
Failure Reason
Refer to Common services work sheet

How the entity key shall be handled i.e service call

failures so that duplicate services if fired needs to
be handled.

Service to shared from PASIA and HB Shall be handled via Entity key.

Refer to Common services work sheet

Responsibility
Swapnil, Chandrasekshar,Shiva, Prasun
S.no Usage Input Parameters Output Parameters
1 Call PASIA/HB policy enquiry service Policy Number

3 Client code validation

Case Initiation & Scrutiny Client Creation URL

Refer to Common services work sheet

Refer to Common services work sheet

S.no Usage Input Parameters Output Parameters
1 Fetch Details

Updating the Win number and Policy No

2 in PASIA system

3 Get Status for Routing

4 Update to core system (Submit)

Refer Common Services sheet Work step
PASIA/HB policy enquiry service Case initiation

Updating the Win number and Policy No in

PASIA system QI

Get the WIN number status of PASIA/HB QI

Delete the WIN number - PASIA service RTS

S.no Usage Input Parameters Output Parameters
1 Fetch Policy Details

2 Entity check

3 Get status for routing

Update to core system

4 (Submit)

FG swift payment voucher

Creation/Modification
Screens Refund Creation screen
UW,Refund Approval FG swift payment voucher Enquiry screen
Finance FG swift payment voucher Approval screen
Ho Finance FG swift payment voucher Authorisation screen
Refer Common Services sheet Work step Responsibility
PASIA/HB policy enquiry service Case Initiation Shiva

Entity Balance Service Case Initiation

Refund Creation,
Finance and HO
Payment Voucher details service Finance

Payment Voucher deletion Service RTS

Responsibility
 Usage (Kindly Note: Services for PASIA and HB shall be
seperately given, Policy Number is of 8 charectors then
S.no PASIA service to be called and if more than 8 HB service) Input Parameters

1 Get the WIN number status of PASIA/HB Win Number

Policy Number
PS Type
PS Sub Type

Updating the Win number and Policy No in PASIA system

2 - Create/Update Win Number
Policy Number
PS Type
PS Sub Type

Status (IF/PN)

Delete the WIN number - PASIA/HB service

For PASIA
a. Delete the win number from the table
b. Delete the Pending Endorsement Transaction
For HB
3 a. Mark the endorsement as deleted. Win Number
Policy no
PS Type
PS Sub Type
Status (DL)
Remarks
4 PASIA/HB policy enquiry service Policy Number
 Receipt Number Enquiry service - Non Cancelled Receipt
5 Number Receipt Number

6 Agent Enquiry service Existing one to be used

7 Client Enquiry service Existing one to be used

8 Client details against WIN number(Client creation) Win Number

9 Update PML service Existing one to be used

10 Entity Balance service Entity type

Entity code

11 Payment Voucher details Service WIN number

12 Payment Voucher deletion Service Payment Voucher no

13 Inspection details service Inspection no

14 Un utilized receipts details service

15 Download Endorsement Draft

16 Receipt creation details service WIN number

Sequence No
System Name
Output Parameters

Win Number
Policy Number
PS Type
PS Sub Type
Status(IF/PN)

Whenever work item moves

into QI, PASIA is to be updated
with status as IF and from QI if
the work item moves
backward then PASIA to be
updated with PN status. This is
to ensure that user is only
being able to pass the
endorsement if the status is
QI. Whenever the case is being
discarded PASIA to be called to
delete the WIN number,
provided work item atleast
once has moved to QI work
Win Number step
Status(IF/PN)

QI - QI workstep
PW - previous workstep

PASIA to delete the WIN

number and pending
endorsement.
HB - Mark the endorsement as
Win Number deleted
Status
 Pick the details from the latest
IF/CA transaction :- Ignore the
pending transactions :- AR, RR,
Policy Number MR, PE, PN, PR
Status
Inception date
Expiry date
Effective date
Branch code
Contract type
Major class
Accounting Branch
Servicing Branch
Client Code
Client Name
Client Type
Agent Code
Agent Name
SM Code
SM Name
Sum Insured/IDV
Premium Amount of first Transaction
Premium Amount of latest Transaction

Sum total of all the

transactions (Exclude the
pending transactions AR, RR,
Total Premium Amount MR, PE, PN, PR)

Policy Issued from AGC/CNS/CNC

Payer ID
Payer ID Name
Latest Claim Number to be
Claim Number fetched
Claim occurance date of the
Claim occurance date latest claim number
Claim status
NCB %
NCB amount
 Swapnil will share the already
available service which will
have other output parameters
Receipt Number also
Status(Y/N)

Win Number
Client Code
Client Type
Client Name

Entity Type
Entity code
Entity Name
Balance Account Balance

Win number
Payment Voucher no
Payee Name
Payee code
Payment mode
Payment Amount
Status (Approved/Authorised/Reject)

Payment Voucher no
Status

Inspection no
Inspection status
Date and time

Existing to be used
On clicking system will fetch Draft policy
PDF for PASIA only (FG to provide URL to
download endorsement draft )
Applicable for Non motor & Non ANH What to show the latest one of
products the pending endorsement.
Shiva to check and revert back
how it's getting reflected
currently in FG Swift -
Endorsement Draft.

WIN number
Sequence No
Receipt number
Receipt Amount
Receipt Date
System Responsibility
Chandrasekhar/Swapnil/Shiva :- PASIA
PASIA/HB Prasun :- HB

PASIA
Master Policy Number in case of Marine Declaration

PASIA/HB
Master Policy Number in case of Marine Declaration
PASIA/HB

From the NewBusiness/Renewal

Transaction, System to return whether the
policy is issued from client account or
Agent account. Kindly note if payment is
done via Payer ID, whether it belongs to
client or agent is there in PASIA system
FG Connect

FG swift Shiva

FG swift/PASIA Shiva/Swapnil/Chandrasekhar

Sharad Mishra
S.no Usage Input Parameters Output Parameters
1 Fetch Policy Details

Updating the Win number and Policy

2 No in PASIA system

3 Policy Cancellation Details Service WIN number WIN number

Type(Cancellation/Rein
statement) Policy Number
Status
Refund Amount(Cancellation Amount)
Receipt no

Collection Type

Code

Code Name

Receipt No
4 Receipt Number Check Service Receipt No
Entity Type Receipt Amount
Entity Code
Payer ID

5 Get Status JV service WIN number WIN number

JV Number
Status

6 Get Status Receipt service WIN number WIN number

Sequence Number Receipt Number
Status

7 Update to core system (Submit)

 8 Get status for routing

Cancellation or
Screens QI Reinstatement screen

Receipting JV or Receipting screen

FG swift
payment
voucher
Creation/
Modificati
Refund Creation on screen
UW,Refund Approval FG swift payment voucher Enquiry screen
Finance FG swift payment voucher Approval screen
Ho Finance FG swift payment voucher Authorisation screen
 Refer Common Services sheet
PASIA/HB policy enquiry service

Updating the Win number and

master policy in PASIA system

To be picked from the Cancelled transaction

mount(Cancellation Amount)
This is the receipt number while cancellation it was
selected, if multiple receipts selected then multiple
receipt should shown in the grid
Multiple
The collection type (CNS or AGC or CNC) of the receipt
number which was selected while cancellation
(collection type of the above receipt), if multiple receipt
then multiple collectioin type in the grid

Multiple
If the receipt is of CNS then Client code will appear since
the receipt is of client code, if the receipt is of AGC then
IMD code will appear since the receipt is of IMD, in this
field
Multiple
This will be populated based on the code selected in the
above field
Multiple

Check with sudershan whether receipt check to be done

Refer to common services against customer or payer ID
Only receipt no validation to be done

Not available in field list

Refer to common services

Payment Voucher deletion Service,

Delete the WIN number - PASIA
service
 Payment Voucher details service

Agent code and Client code to be passed in the URL

cher Enquiry screen

cher Approval screen
cher Authorisation screen
Work step Responsibility
Case Initiation Swapni, Chandrasekhar, Shiva

Case initiation

QI

Receipting

Receipting Sharad

Receipting Shiva

RTS
Refund
Creation,
Finance and HO
Finance
S.no Usage Input Parameters Output Parameters
1 Fetch Details

2 Update to PASIA

3 Get Status

4 Update to core system

5 Client Enquiry service

6 Client details against WIN number(Client creation)

7 Inspection details service

8 Un utilized receipts details service

9 Download Endorsement Draft

Case Initiation Client creation screen Existing to be used

Common Services
PASIA policy enquiry service

Updating the Win number and

Policy No in PASIA system

Get the WIN number status of PASIA

Delete the WIN number - PASIA service

Refer common services

Refer common services

Refer common services

Refer common services

Refer common services

S.no Usage Input Parameters
1 Fetch Details

2 Update to PASIA

3 Get Status

4 Update to core system

5 Client Enquiry service

6 Client details against WIN number(Client creation)

7 Inspection details service

8 Un utilized receipts details service

9 Download Endorsement Draft

10 Update PML service

Output Parameters Common Services
PASIA policy enquiry service

Updating the Win number and Policy No in

PASIA system

Get the WIN number status of PASIA

Delete the WIN number - PASIA service

Refer common services Case initiatPayer id check

Refer common services

Refer common services

Refer common services

Refer common services

Refer common services PML workstep

Payer id check
S.no Usage Input Parameters

1 Bulk upload of NCB step 1

2 NCB details service step 1 Win Number

Policy No.
PS Type
PS Sub type

Step 2

1 Bulk upload for Renewal Notice generation check box

2 Inspection details service

3 PASIA update service with 'IF' status

4 PASIA update service with 'PN' status

Get the WIN number status

5 of PASIA
6 Receipt Number Enquiry service

7 Un utilized receipts details service

Receipting FG connect receipting screen

Output Parameters Common Services

Win Number Pick the details from the latest IF/CA transaction
Status
Policy No.
Name of the Insured
Reg No.
NCB %
NCB amount
Insurer Co. Name

Refer common services

Refer common services

Refer common services

Refer common services

Refer common services

Refer common services

 Remarks Responsibility

1) User will upload policy number via bulk upload

2) In the staging area Policy Number, PS type and sub type
to be pushed
3) Ibps to validate Policy number via policy number details
service
4) If policy Number is valid then create the WIN number and
update the PASIA by calling the update WIN number service
with IF status
5) Success/Failure status along with Success/Failure
message to be updated back in staging area Swapnil/Chandrasekshar/Shiva

m the latest IF/CA transaction

With service tax NCB amount needs to be sent

1) Download existing data available in the form including

WIN number + Queue variables
2) User will upload WIN number via bulk upload
3) In the staging area WIN Number, PS type and sub type to
be pushed
4) If WIN Number is valid then update PASIA by calling the
WIN number service with IF status
5) Success/Failure status along with Success/Failure
message to be updated back in staging area

For Inspection check

NCB Recovery Endorsement for Renewal work step, QI,

Cheque Bounce Cancellation and NCB Recovery Team

Backward routing

NCB Recovery Endorsement for Renewal work step, QI,

Cheque Bounce Cancellation and NCB Recovery Team
S.no Usage Input Parameters Output Parameters

Bulk upload of bounced

1 cheques

Policies against the

2 Bounced Cheque service Cheque Number Cheque Number
Receipt Number Receipt Number
Cheque Amount

Full utilized instrument flag

Policy Number

Policy Amount
Policy Inception date
Utilised Amount

PASIA/HB Auto
3 cancellation service WIN number WIN number
Policy Number Policy Number

Cheque Number Status

Receipt Number Auto Cancellation Flag

 Attempt flag Reason

Updating the Win

number and Policy No in
4 PASIA system

Get the WIN number

5 status of PASIA/HB
Common Services Remarks

1) User will upload bounced cheques with Cheque

Number, Receipt number via bulk upload
2) In the staging area PS type and sub type to be
pushed
3) Ibps to call policies against bounced cheque
service
4) WIN numbers to be created basis Full utilized
instrument flag

Policies shall be returned which corresponds to

New business/Renewals and which are issued
from Client suspense

Full utilized instrument flag is Y then WIN number

will be created for Auto cancellation otherwise
WIN number will be created for Cheque Bounce
pending
For partial/Full un utilized instruments this policy
number shall be blank Multiple

Policy Amount corresponds to NB/Renewals Multiple

Multiple
Multiple

First Attempt - Other than partial/full un utilized

instruments, Auto Cancellation attempt shall be
done even where there are multiple instruments
irrespective of EMI/Non EMI policies. For policies
which are having endorsements/claim they will
directly lie on cheque bounce cancellation.
For Partial/Full Un utilised instruments, WIN
numbers to be created and lie in Cheque Bounce
Pending bucket.

Yes to be provided after the WIN is moved to exit

from Cheque

If Flag is N i.e Auto cancellation cannot happen

and reason is shown below
If Flag is Y status will determine whether
cancelled or not
Refer common services

Refer common services

Responsibility

Swapnil/Chandrasekshar/Shiva/Prasun
S.no Usage Input Parameters Output Parameters
1 Fetch details service from HB DCN No DCN No
Mandate Reference No.
Insured Name
Document type
user id captured
Policy No.
Policy Premium
Policy Start Date
Pending EMI Date
Policy Status

service call to update 'Mandate

2 is ok' in HB system DCN No Status(Success/Failed)
Mandate Reference No.
Mandate Status

3 Policy Cancellation service

EMI Team HB Mandate screen

Since upload/download data format corresponding to the bank are npt present in the workflow hence to be done via HB syste
For sending the cancellation letters to the policy holders, once the cancellation criteria is fulfilled report of the corresponding
User will use the existing bulk upload module for updating the dispatch details. Dispatch details to be updated back in the wor
Dispatch Enquiry screen - D/F/A details to be provided in Grid format in the screen
 Input Parameters for set attributes Responsibility
Check with Vamshi system name Prasun
Bank Status

Which document type?

what is to be fetched?

Details required from HB system name

Cancellation Status

flow hence to be done via HB system.

filled report of the corresponding data shall be downloaded from the work flow
tails to be updated back in the work flow system corresponding tables so that during enquiry of dispatch details in any other activity of pro
n any other activity of process can be retrieved. The date of dispatch is to be updated back against cancellation notice sent date.
on notice sent date.
S.no Usage Input Parameters Output Parameters
1 WIN creation

Updating the Win number

and Policy No in PASIA
2 system

Get the WIN number

3 status of PASIA/HB

4 Receipt Number Enquiry service

EMI Pending Receipting screen

EMI Endorsement HB screen
EMI Cancellation HB policy cancellation screen
Common Services Remarks Input Parameters for WIN creation
System Name
PS Type

Refer common services PS Sub Type

Policy No

Refer common services Customer Name

Product
Refer common services IMD Code
SM code
EMI Premium
EMI Due date
Installment No.
Mandate No
Mandate Registration No.(UMNR)
Bank Name
Flag(Non EMI cases)
Input Parameters for set attributes Responsibility
System Name Swapnil/Chandrasekshar/Shiva/Prasun
WIN number

Policy No
PS Type

PS Sub Type
Status(EMI Auto Endorsement
Success/Failure)
S.no Usage Input Parameters Output Parameters
1 Fetch Details

2 Update to PASIA

3 Get Status

4 PML service

5 Update to core system

Common Services Input Parameters for WIN creation Responsibility
PASIA policy enquiry service System Name Swapnil/Chandraseksh
Policy No.

Updating the Win number and Policy No

in PASIA system Claim No
Insured Name
Get the WIN number status of PASIA Contract type
Last Tran Effective Date
Refer common services sheet Payment No.
Premium
Delete the WIN number - PASIA service Effective Date
Responsibility
Swapnil/Chandrasekshar/Shiva
S.no Usage Input Parameters Output Parameters
1 PASIA/HB Policy Enquiry service

2 Receipt Number Enquiry service

3 Update to PASIA

Get the WIN number status of

4 PASIA/HB

5 Update to core system

Common Services
Refer common services

Refer common services

Updating the Win

number and master
policy in PASIA
system

Refer common services

Delete the WIN number - PASIA service