The MAXUP Client Product Report: Lite provides a streamlined view of MAXUP products.

Sorting and Display Order

The report is primarily sorted by Date.

Output Format

You have several options for viewing and exporting the report:

• View Online: You can view the report directly within the system.

• Print: Print a physical copy of the report.

• Email: Email the report to a specified user. Ensure the necessary email address setups are complete for this functionality.

• Spreadsheet (XLS): Click the "XLS: MaxUp Client Product Lite Report" hyperlink to open the report in a spreadsheet format (e.g., Microsoft Excel or OpenOffice Calc). This format allows for easy sorting and manipulation of the data to suit your specific business needs.

Columns/Details

The Lite version of the report displays the following key information:

• Date

• Client No

• Product Type

• Service Provider

• Product Name

• Product Policy No

• Product Status

• Product Monthly Fee (Main Member)

• Cover Topup 1 Monthly Fee

• Cover Topup 2 Monthly Fee

• Cover Topup 3 Monthly Fee

• Cover Topup 4 Monthly Fee

• Cover Topup 5 Monthly Fee

• Cover Topup (Over 18) Monthly Fee

• Cover Topup (Over 18) Additional Age Limit Monthly Fee

• Product Total Monthly Fee

• Product Inception Date

• Product Expiration Term

• Product Expiration Date

• No of Product Dependence

• Product Beneficiary

• Bank Name

• Branch Code

• Account Type

• Account Number

• Preferred

• Payback

• CSP Reference

• Loan Number

• Allocated Reference:

  • For Credit Life products, the allocated reference starts with "MC", followed by the Global ID, and then a specific reference.

  • For Voluntary Life products, the allocated reference starts with "MV", followed by the Global ID of the entity, and then a reference. This should match the MAXUP Product Policy No. The allocated account refers to the AET account of the insurer.

• User

Available Buttons

• Back to Filter Option: Select this button to cancel your current request and return to the previous page to adjust your report filters.

• Email Report: Click this button to send the report to your email address.