A user with the Product Admin role can create cancellation reasons for a product. With a cancellation created for a product in the Dais Platform, a user can cancel an existing policyholders policy.
Locate Product
To create a cancellation reason for your product, select Products from the top navigation then use the provided search field to locate the product. Select the product name in order to open that product.
Create a Resource
Many cancellations will need a resource associated with them, a resource is HTML Template or a Form.
To create a Form or HTML Template, select the Configuration tab located under the product name. By default you will be in the Resources tab under Configuration, here you will see all the resources associated with the product.
To create a new resource, click either Add Form or Add HTML in the top right corner. A dropdown will appear where you can specify the type of resource you would like to add, select Cancellation to create a new cancellation resource.
When you are done, click Save configuration in the bottom right corner to save your changes.
Create an Cancellation
Once you’ve created the resources you need for a cancellation, select the Policy Management tab under Configuration.
To create a new cancellation, click Add Cancellation in the top right corner, and fill in the fields provided.
Reason title will display when a user is adding a cancellation to an existing policyholders policy.
With the Cancellation eligibility rules, you can set criteria for when this particular cancellation is allowed for a policy.
Additional information requirements allows you to use the cancellation resources you created earlier as part of the cancellation process.
Save Configuration
When you are done, click Save configuration in the bottom right corner to save your changes.
