---
title: "RI Smart Policy"
url: "https://support.aakvatech.com/Reliance Documentation/ri-smart-policy"
updated: "2026-07-22"
---

### **Introduction**
The **RI Smart Policy** document type is used to manage policy data related to RI reconciliation processes. 

### **1. Overview**
The **RI Smart Policy** document is part of the **RI Reconciliation** module and serves as a structured format to capture relevant policy details.

### **2. User Roles and Permissions**
### **Roles with Access**
- **System Manager**: Full permissions, including creating, editing, submitting, deleting, and exporting.
- **RI User**: Comprehensive permissions for creating, reading, and modifying documents, excluding amending or canceling.

**Note**: Permissions ensure that only authorized users can perform specific actions within the document.

### **3. Document Fields and Descriptions**
### **Key Fields**
1. **Company**:
  
   - **Description**: Links to the associated company.
   - **Options**: Select from existing companies.

2. **Is Reconciled**:
 
   - **Description**: Marks whether the policy has been reconciled.
   - **Default**: Unchecked (false).

3. **Posting Date**:
   
   - **Description**: The date of document posting.
   - **Default**: Today’s date (read-only).

4. **Posting Time**:
  
   - **Description**: The time of document posting.
   - **Default**: Current time (read-only).

5. **SP Name**:
   
   - **Description**: Type the name given to the smart policy entry.

6. **SP From Date**:
  
   - **Description**: The starting date of the policy period.

7. **SP To Date**:
   
   - **Description**: The ending date of the policy period.

8. **SP Report Upload**:
  
   - **Description**: Attach to Upload a report file related to the policy.

9. **SP Report Download Template**:
 
   - **Description**: A button to download the report template for policy submissions.

10. **Amended From**:
   
    - **Description**: Link References the original document if it has been amended.
    - **Read-Only**.

### **4. Creating an RI Smart Policy Document**
### **Steps to Create a New Document**
1. **Navigate to the RI Smart Policy module**:
   - Go to **Modules** > **RI Reconciliation** > **RI Smart Policy**.
2. **Click on “New”** to create a new policy document.
3. **Fill out the fields**:
   - **Company**: Select the relevant company.
   - **SP Name**: Enter a unique name for the policy.
   - **SP From Date** and **SP To Date**: Set the policy period.
   - **Upload a report** using the **SP Report Upload** field if needed.
4. **Save the document** as a draft to review.
5. **Submit** the document once verified.

### **Downloading Report Template**
- Use the **SP Report Download Template** button to download the template required for report completion.

### **5. Field Behavior**
- **Read-Only Fields**: Fields such as **Posting Date**, **Posting Time**, and **Amended From** cannot be modified directly.
- **Mandatory Fields**: Ensure all required fields are filled to submit the document.
- **Attachment Handling**: Upload relevant documents in the **SP Report Upload** field.

### **6. Workflow and Submission**
- The document can be **saved** as a draft for initial input.
- **Submit** the document once reviewed and finalized.
- **Track changes** to see modifications and document history if the **track changes** feature is enabled.

### **8. Tips for Effective Use**
- Use the **Is Reconciled** checkbox to indicate completed reconciliation.
- Ensure the **From Date** and **To Date** are consistent and accurate for policy periods.
- Regularly download the report template for the latest submission format.

![RI Policy]( /private/files/RI Smart Policy.jpg)