diff --git a/app/Controllers/EmployeeRestController.php b/app/Controllers/EmployeeRestController.php
index fcf7c9f6..fcd1fa55 100755
--- a/app/Controllers/EmployeeRestController.php
+++ b/app/Controllers/EmployeeRestController.php
@@ -2264,6 +2264,7 @@ class EmployeeRestController extends AdminController
                 client_policy.inception_type  as inception_type,
                 client_policy.policy_no as policy_no,
                 client_policy.insurer_id as insurer_id,
+                client_policy.policy_terms,
                 DATE_FORMAT(client_policy.policy_start_date, '%d-%m-%Y') AS policy_start_date,
                 DATE_FORMAT(client_policy.policy_end_date, '%d-%m-%Y') AS policy_expiry_date,
                 clients.client_logo as client_logo,
@@ -2316,6 +2317,26 @@ class EmployeeRestController extends AdminController
             $value['is_ecard_bulk_download']              = 0;
             $value['is_ecard_bulk_download_for_employee'] = 0;
 
+            $terms = json_decode($value['policy_terms'], true) ?? [];
+            if ($value['policy_type_id'] == 1) {
+                $policyGroup = 'gpa';
+            } elseif (in_array($value['policy_type_id'], [6, 7, 72])) {
+                $policyGroup = 'other';
+            } else {
+                $policyGroup = 'gmc';
+            }
+            $value['policy_terms'] = isset($terms['enrollment_display_key']) && ! empty($terms['enrollment_display_key'])
+                ? $terms['enrollment_display_key']
+                : $this->policyTermsFiter($terms, $policyGroup);
+
+            $sumInsuredLabel = in_array($value['policy_type_id'], [1, 6, 7]) ? 'Sum Assured' : 'Sum Insured';
+            $sumInsuredValue = $terms['sum_insured'] ?? ($terms['sumInsured2'] ?? null);
+            if ($sumInsuredValue !== null && $sumInsuredValue !== '') {
+                if (! array_key_exists($sumInsuredLabel, $value['policy_terms'])) {
+                    $value['policy_terms'] = array_merge([$sumInsuredLabel => $sumInsuredValue], $value['policy_terms']);
+                }
+            }
+
             array_push($result, $value);
         }
 
diff --git a/app/Views/layout/header.php b/app/Views/layout/header.php
index 098229d9..25c51f36 100755
--- a/app/Views/layout/header.php
+++ b/app/Views/layout/header.php
@@ -2218,7 +2218,7 @@ body[data-sidebar-size="condensed"] .footer {
                                                     <ul class="nav-third-level">
                                                         <?php if (
                                                                 in_array(POS_TEAM_ID, user_team())                                                 // Case 4: Role Any + Must be in POS Team (global guard)
-                                                                && (
+                                                                ||(
                                                                     in_array(get_role_id(), [1, 5])                                                // Case 1: Role 1 or 5
                                                                     || (in_array(get_role_id(), [4]) && in_array(FINANCE_TEAM_ID, user_team()))    // Case 2: Role 4 + Finance Team
                                                                     || in_array(MANAGEMENT_TEAM_ID, user_team())                                   // Case 3: Role Any + Management Team
diff --git a/public/assets/js/pages/policy_transaction_inception_form_validation.js b/public/assets/js/pages/policy_transaction_inception_form_validation.js
index 56c2b351..d648e326 100644
--- a/public/assets/js/pages/policy_transaction_inception_form_validation.js
+++ b/public/assets/js/pages/policy_transaction_inception_form_validation.js
@@ -38,6 +38,13 @@
             return false;
         }
 
+        var name = (el.name || '').toLowerCase();
+        var id = (el.id || '').toLowerCase();
+        if (name === 'policy_holder_name' || id === 'policy_holder_name' ||
+            name === 'family_name[]' || name === 'client_name' || name === 'name') {
+            return false;
+        }
+
         var type = (el.type || '').toLowerCase();
         if (type === 'file' || type === 'checkbox' || type === 'radio' || type === 'password' || type === 'email' || type === 'url' || type === 'submit' || type === 'button' || type === 'reset') {
             return false;