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AI_Test_Data

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Policy Search

Login to the application with valid credentials. Verify user is navigated to the search screen successfully. Enter the valid search criteria and click on search. Search results should be displayed on the screen successfully.

Policy Creation from Underwriting workbench

On receiving the request from customers the insurance agent will mail the customer details to the FD. FD will update all the details in the admin system like insurer, reinsured, broker, coverage, LOB etc and submission id is generated out of it and is flown into the underwriting system. In Underwriting system the request review and risk assessment are done with the help of experienced risk engineers and the details are sent to admin system. Through admin system data is passed to costing system where premium calculation is carried out. Post premium calculation quote is generated and shared with the customer. Once customer acknowledges the quote the policy is generated and is in inforce. From document system policy document is generated and mailed to the customer.

Policy Decline from Insurer

If any fraudulent actions are verified by risk engineer then the submission id gets turned down in underwriting system. Equivalent policy in admin system also gets rejected.

Policy rejection from customer

On receiving the request from customer the insurance agent will mail the customer details to the FD. FD will update all the details in the admin system like insurer, reinsured, broker, coverage, LOB etc and submission id is generated out of it and is flown into the underwriting system. In Underwriting system, the request review and risk assessment are done with the help of experienced risk engineers and the details are sent to admin system. In Underwriting system, the request review and risk assessment are done with the help of experienced risk engineers and the details are sent to admin system. Post premium calculation, quote is generated and shared with the customer. Customer might not accept the quote incase of various reasons i.e., Premium too high or insufficient cover etc. Then the policy is turned down and the closed policy document is shared with the customer.

Policy Creation

Pre Requisites: Sufficient Access to the Application. Login to the application with valid credentials. Verify user is navigated to the application home page. Verify the fields are displayed as per the expected criteria. Verify user is able to edit the fields. Verify user is able to enter the Premium values for the Policy. Verify user is able to enter the required Share % for the Policy. Verify user is able to add corresponding Deductions to the Policy. Verify user is able to add corresponding taxes to the Policy. Verify user is able to select the Respective category required for the Policy. Verify user is able to select the applicable coverages required for the Policy. Verify the Premium Total is calculated by considering the Share , Deductions and Taxes. Verify the respective error messages for mandatory fields in case the user kept the fields blank. Verify the Policy.

Copy Policy

Verify user is navigated to the application home page. Open any existing policy. Verify if copy option is available for the user to copy the policy. Click on copy policy. Validation of popup message for confirmation. Validation of the fields getting copied to the policy.

Terror Policy

Login to the application with valid credentials. Verify user is navigated to the application home page. Open any existing policy. Verify if Terror option is available for the user. Click on terror line. Validation of popup message for confirmation. Validation of the fields getting copied to the policy.

Policy Cancellation

Pre Requisites: Sufficient Access to the Application. An Existing Policy should be available to make the cancellation. Open the Policy mentioned as per the Pre requisite 2. Verify the Policy is in Verified Status and user is not able to edit any changes. Verify the option for Policy Cancellation is present. Cancel the Policy by Providing the Cancellation Effective date and Cancellation Reason. Verify the Refund Premium calculation in case the Policy is cancelled before the End Date of the existing Policy and the Premium is paid. Verify the Premium Due calculation in case the Policy is cancelled after the End Date of the existing Policy and the Premium is due. Verify the Cancelled status is reflected in the Policy including the Premium Refund or Due status whichever is applicable.

Policy Deletion

Pre Requisites: Sufficient Access to the Application. An Existing Policy should be available to delete. Open the Policy mentioned as per the Pre requisite 2. Verify the option for Policy delete is present. Click on Delete option. Validation of popup message for confirmation. Verify the policy is deleted after clicking on OK.

Policy Endorsements

Pre Requisites: Sufficient Access to the Application. An Existing Policy should be available to make the changes. Open the Policy mentioned as per the Pre requisite 2. Verify the Policy is in Verified Status and user is not able to edit any changes. Verify the option for Policy Endorsement is Present. Endorse the Policy by making changes and Finish. Verify the changes are reflecting correctly in the Policy. Verify the Endorsement Status is reflected in the Policy.

Policy Renewal

Pre Requisites: Sufficient Access to the Application. An Expired Policy should be available to make the Renewal. Open the Policy mentioned as per the Pre requisite 2. Verify the Policy Status is expired. Verify the option for Policy Renewal is present. Renew the Policy by providing new Start date and End date. Verify the Premium Calculations are based on the new dates provided. Verify the Policy status is updated after Renewal.

Document Generation

Pre Requisites: Sufficient Access to the Application. Open a policy. Click on the document screen. Select the document to be generated. Click on generate button.

Document Validation

Open the generated document either in word or PDF. Verify the document that to be in the format of specification document given by business. Validate the document for the static content. Validate the format, spacing, spelling, font size, data displayed to be correct as expected. Validate the dynamic data flown from policy. Verify the dynamic values entered is flown same into the document. If special characters, numbers, alphabets and email formats are given then also the document should the business standards.

Add Form

Open a package. Click on Add form button. Select the applicable form to be added. Click on add button.

Add Manuscript

Open a package. Click on Add manuscript button. Enter the description. Click on add button.

Upload attachment

Open a package. Click on upload attachment button. Enter the description value. Click on chose file and select file from local. Click on add.