My Other Policy Transactions screen

The My Other Policy Transactions screen displays other policy transactions you created or are working on. This screen has the following fields:

Field	Description
Type	The type of the policy transaction.
Primary Insured	The name of the primary insured on the policy transaction.
Effective Date	The PolicyPeriod.EditEffectiveDate from the query used to determine the Status. By default, this field is used to sort the list.
Transaction #	The transaction number.
Status	The status of the policy transaction
Product	The product of the policy transaction.
Producer	This field is visible if user does not have the View Producer Desktop Details permission.
Underwriter	This field displays the user with the Underwriter role in the Job.RoleAssignments array.

To view this screen, the user must have the View my policy changes permission. The code for this permission is viewmypolicychanges. Users with the View producer style desktop details permission see additional items in the drop-down list.

The items in the search drop-down list that the user sees are similar to the ones on the My Submissions screen. The filter applies to policy change, cancellation, reinstatement, renewal, rewrite, rewrite new account, and audit policy transactions. This screen does not have the Open bound item. For descriptions of these items, see My Submissions screen.