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Transaction Detail Report
A standard Transaction Detail Report (TDR) will be generated for each transaction entered on the AnnuityNet platform.
To access these standard TDRs:
1| Rw ui steps macro | |
|---|---|
Navigate to |
the Status of Business screen. |
Highlight the transaction you want to view. |
Click on the Detail Reports icon. |
The standard Transaction Detail Report will be opened in a separate window. On top of the screen, under the Transaction Information Section, you will be able to view the basic information for a transaction. This includes as example:
Transaction ID
Status
State
Product Name
Product Type
Carrier
Last Modified Date
Total Premiums
Underneath the Transaction Information Section, the questions that are asked on the Wizard and their answers will be displayed in the order that they appear on each screen. Clicking on the name of a screen will take you directly back to that screen so you can make the necessary edits.
From here, you will also be able to perform the following actions by clicking on the corresponding icons on top of the screen:
Button | Description |
|---|---|
Close Window | Clicking on this icon will close the Transaction Detail Report. |
Edit | Clicking on this icon will take the user back into the transaction, where he/she will be able to edit the transaction. |
Validate | Clicking on this icon will take the user to the Validation Screen, where the system will perform validation on the transaction. |
Delete | This button can be used to delete the transaction. |
Copy | Duplicates a transaction – Only available to Carrier Testing. |
Prints the Transaction Detail Report. | |
Approve | Compliance or Work Stop Reviewers will be able to use this icon to approve the transaction. |
Decline | Compliance or Work Stop Reviewers will be able to use this icon to decline the transaction |
Close | Sets transaction to Close and no further action can be taken. |
Attaching the TDRs to Work Items
The Transaction Detail Report is a summary of all the data entered and collected in the AnnuityNet wizard by the user and is a useful operational research tool. It is a separate document that is created by AnnuityNet and available as an optional document to add to the work item. It contains the Agents SSN, among other personally identifiable data (PII) data so it is important that it be controlled properly. Therefore we have the ability to enable the document to be added to the work item but only visible to the back office and it can be excluded as a document type from being added to eSignSign. Add the Transaction Detail Report (TDR) to the work item and make it visible only to back-office users.
1| Rw ui steps macro | |
|---|---|
Set up a filter on the TDR doc type so only back office can see this doc. |
See https://jira.docupaceinc.com:8443/browse/AN-54 for configuration details.
Enable application preference to exclude this document from being attached to the work item. |
Enable application preference that allows doc types to be excluded from sending through eSign. (Where in this case the tdr would be excluded.) |
Click Save to save and continue working or Save and Close to save and return to the previous screen. |
See https://jira.docupaceinc.com:8443/browse/AN-54 for configuration details.
