PLI RPLI Incentive Payments SOP | Steps (Procedure) for PLI RPLI Incentive Trial Stament Generation in Post Office (DOP) McCamish (CIS) Online System
Department of Post (DOP) has introduced the PLI RPLI Incentive Payments processing through system from the month of August 2022. Earlier Trail statement issue has been resolved, Now Postal Circles can able to generate PLI (Postal Life Insurance) Incentive Reports from the System.
Steps (Procedure) for PLI RPLI Incentive Payments Report Generation in System:
1. Rate verification for PLI and RPLI products:
Administrator> Commission > Rates
Select the Processing unit as “VPAS” and click on “Search” button
On below “Commission Rtes- List” screen, click on the ‘details’ link for the selected/ highlited entry:
2. Verifcation of PLI/RPLI policy wise agent commission calculation:
Enter the Policy number and click on Search button
The Commission History –list screen is displayed with the policy wise commission details
Click on the “Details” hyperlink
The below screen will display with basic details
Now here click on “Commission Details” tab
Below Commission details for agent will get displayed
Here Click on ‘+’ link with agent ID:
Below details will get displayed for the calculated commission.
Click on ‘View Rate Details’ link
This will further display the 93% bifurcation of calculated commission
3. Generation of PLI RPLI Incentive trail statement for disbursement:
3.1 Find the adviser for the agent for disbursement with respect to the agent.
Enter the Advisor/Agent Profile number and click on Search Button
The below screen will get displayed with details of Advisor coordinator for the agent.
Here click on the “Advisor Co-ordinator” link.
Below screen will be displayed with Avisor#.
Copy the Advisor from the above screen and navigate to the below screen to create the trail statement
Here click on Create link
Enter the copied adviser ID and click on Find
Enter the AC/ adviser details:
Click on search & select the same
Finally click on the “Submit” button to generate the Trial statement
Trail statement is successfully generated
Now View & approve the rail statement
Click on View statement
The trail statement generated with below details
Now to approve the trail statement, select the below value from the “Action” dropdown and click on
the side “submit” button
Now for applying for disbursement percentage, click on “Apply Part Disbursement” button in the above screen
Now this is the dynamic percentage field, enter 93% here and click on “Submit”
Now to view if the Final Statement is generated after applying for disbursement
See the final statement is generated
Click on the “ Details” link for the latest generated final statement, the below screen will be displayed
with all the required details
4. Flow for final disbursement/payment of commission to the PLI RPLI agent.
Enter the agent id in “Payee Profile Number”
Click on details link on above screen, below “Disbursement Detail” page will be displayed
Here Click on edit button & enter the required details, by selected the correct option from the “Payment
status” dropdown field, cheque number and then finally click on the “Submit” button
Finally the status has been changed to PAID.
Disbursement is done, this can also be verified from the below updated status
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