In SchemeServe, individual cases (records) can be deleted when required. This action removes only the selected case and does not delete the entire policy.

How to Delete a Case

1. Open the case in SchemeServe
2. Scroll to the very bottom right of the screen
3. Click the red “Delete” option
4. Confirm the deletion when prompted

⚠️ You will need to make sure there are no claims or payments on this record before deleting it. 

Important Considerations

• This action only deletes the current case (record)
• It does not remove the full policy or any related records

Ensure you are deleting the correct case, particularly where multiple records exist under the same policy

Deleted cases may impact:

• Audit trails
• Reporting
• Downstream integrations (if applicable)

This action is typically irreversible on this interface. Please contact our Obsessive Support Team if a record needs reinstated. 

Best Practice

Double-check the case details before deletion

⚠️ Consider whether the case should instead be:

• Cancelled
• Set to NTU
• Marked inactive
• Superseded by another record