Policy portfolio

A policyholder has a name, code, contact, address and eligibility note within an organization. The policy links that policyholder to its owner, subject, record number, premium and effective date. This gives the policy team a specific record to review when a grower reports a loss. Active flags on the policyholder and organization help the owner check identity before creating further work.

A policy moves from Draft through under review to Issued. The owner checks the effective date, proposed premium and policyholder while the independent reviewer records a decision against the policy revision. Issuance stamps the issue time if it is empty and writes an operation receipt. That receipt gives the operations team a place to check the outcome of the issuance action.

• Establish identity. Check the policyholder and organization before writing coverage.
• Review the revision. Compare the reviewer decision with the current policy revision.
• Confirm issuance. Read the issue time and operation receipt after the status changes.

Agree who creates policyholders, who may prepare policies and who makes the independent review decision. Decide how the team handles a returned decision after coverage changes. Check the policyholder and organization links before issuance. Rehearse a policy that is revised after review so the owner can identify a stale decision before moving it to Issued.

Take a policy for a named farm with a crop subject and an effective date. Confirm the policyholder and organization, assign an active owner, and compare the current revision with the reviewer decision. Issue the policy, then find its issue time and operation receipt under the same policy. When a claim arrives later, follow its policy link back to this record instead of matching a similar name by hand.

The Policy Owner should see assigned policies and their current status, then open the review decision for the relevant revision. Independent Reviewer should see the supporting coverage and attachment. After issuance, both should find the stamped time and operation receipt under the policy.

• My policy portfolio — See policies assigned to the signed-in team member and open the next one.
• Policies awaiting review — Find policies awaiting the independent review decision.

Follow the related operating process and use the record definitions when checking a field or relationship.