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Implementation

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5.1.4 Final Reports on Qlikview : Surrender Dashboard<br />

P a g e | 49<br />

The surrender dashboard on qlikview, enables one to accesses the vaious reports as put forth<br />

in requirements by the user.<br />

Surrender Summary<br />

A summary of all surrenders and retention cases for different existent sales channels along<br />

with relevant information such as number of surrendered/retention cases, net fund values<br />

based on YTD as well as FTM etc. are displayed.<br />

Structure wise<br />

A summary of all surrenders and retention cases down the sales reporting heirachical structure<br />

along with relevant information such as number of total policies, number of<br />

surrendered/retention cases, bucketed fund values etc. are displayed.<br />

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BI Reporting Tool <strong>Implementation</strong> Arpan Ganguly

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