A "Case" is the most fundamental system object within any SchemeServe solution.
If you are looking for a renewal, and adjustment of a new premium, regardless of whether it is a Policy or a Quotation, search for Cases.
Cases come in 3 types:
- New Premium
In addition, there are various Statuses that any given Case can be in:
- Pending / Invited
- On Cover
- NTU (Not Taken Up)
- User Saved