Navigation
Which of the following main menu items would you choose to find an invoice to work?
Discrepancies
Which transaction would you use to take money from suspense and use it on that policy line?
Remove Suspense
True or False: OARS only shows Mainframe policies.
False
Which of the main menu items in OARS would you choose if you wanted to see policy information for a specific Client?
Client Info
Which transaction would you use to cancel a Mainframe policy?
Lapse
True or False: Mainframe and OIPA policies in OARS show the same actions in the Transaction Dropdown on the Client Rejects tab.
False
Which of the main menu items in OARS would you choose to search for a specific Customer and takes you to the Invoice Transaction History screen.
Customer Info
Which transaction would you use to apply multiple months to a Mainframe policy?
Premium split
True or False: If you see a comment on the Client Reconciled tab in OARS, you must review it to determine if it needs to be added or removed from the Discrepancy Report.
True
What can you click on the Client Rejects tab in OARS to see more policy information within a pop-up box?
Policy Number
Which action can be processed after Hold?
None
If you want to apply two months of premium to a policy, what would you do?
Change the Modal Period to 2 and/or Premium split transaction
Where would you go to remove a discrepancy from a prior month off the discrepancy report?
Client Transactions tab in the Invoice Transaction History page
What is the only Transaction dropdown option on Customer-level rejects?
Write-in
What must you do after working Customer & Invoice-level Transactions, but before exporting your Discrepancy Report?
Address all cash suspense under the Employer