Adding Messages when Maintaining a Bond

Overview of Maintaining a Bond

• When maintaining a bond, users must set the basic configuration properties that will establish premium calculation, expiration, billing, and bond specific settings.

• The Configure Bond Details page is where bond administrators set additional criteria specific to this bond configuration.

• As you input the necessary information, this guide will assist with defining the fields.

Creating Messages for a Bond

• Select Reference Tables/Messages.

• Click Add Item and type the name and text in the fields.

• Save or Cancel your changes.

Adding a Message Configurations to a Bond

• Select Maintain Bond/[Choose Bond Configuration]/Configure Bond, then select the Details tab.

• Scroll down the Select Message section.

• Select the message you wish to add.

  • You also delete a message or move it up or down from this section.

• Click Submit at the bottom the screen to save your changes.

Inactivate a Message

• Select Reference Tables/Messages.

• Click the Inactivate link next to the message you wish to disable.

• You will be prompted to confirm or cancel your action.

Reactivate a Message

• Select Reference Tables/Messages.

• Click the Recover Inactive Records link in the bottom left of the screen.

• Reactivate the message of choice.

• You will be prompted to confirm or cancel your action.