Handling out-of-sequence policy transactions in a policy change

Out-of-sequence policy transactions are policy transactions with an effective date is before the effective date of a previous policy transaction on the same policy. Insurers sometimes call these situations out-of-sequence endorsements. PolicyCenter uses the term out-of-sequence.

A policy can have changes with effective dates that are not sequential. Sometimes this is not an issue. However, there are other times that multiple policy transactions can conflict with each other. PolicyCenter handles these conflicting policy transactions by first recognizing them and second, by allowing you to reconcile any conflicts that result. Policy transactions conflict when a policy change has a transaction date later than another policy transaction, but an effective date earlier than that other policy transaction.

See also

• See Out-of-sequence jobs