Editing location information on a policy transaction

You are able to edit locations on a policy transaction that has not been bound. You can edit an existing location or add information for a new location.

The types of fields on a policy level location screen are:

• Fields that you configure at the account level and that apply across all lines of business, such as address fields.
• Fields that you configure at the account level for ease of use but may be line of business specific, such as a Fire Department Name.
• Fields that you define on the line of business location (BOPLocation or CPLocation). These fields are not shared across policies.
• Fields that you define at the PolicyLocation level that are not used across policies but more than one line of business might use. In the default configuration, the location number is an example of this.

Changing the first two types of fields results in updating the associated account level location. Thus, they are immediately viewable on all other policy level locations on open policy transactions that reference that same account level location.