Changing revisioned contact information in future-dated policy change

These instructions show how to change revisioned contact information in a future-dated policy change. The example modifies the driver’s last name on a personal auto policy. This example uses the Ray Newton account and personal auto policy in the large sample data. Log in as the user aapplegate unless otherwise specified.

Modify revisioned information in the account contact

Procedure

  1. In PolicyCenter, navigate to the Ray Newton account.
  2. Click Contacts in the left sidebar and click Ray Newton in the list of contacts.

    The contact’s first name is a revisioned field.

  3. Change Ray’s First Name to Raymond and click Update.
  4. Navigate to the personal auto policy on this account.

    Notice that the Account Name is Raymond Newton, but the Primary Named Insured on the bound policy is Ray Newton.

What to do next

Next, create a future-dated change. See Create a future-dated change to revisioned contact information.

Create a future-dated change to revisioned contact information

Before you begin

You must first modify revisioned information in an account contact. See Modify revisioned information in the account contact.

About this task

Ray Newton has a bound personal auto policy. Recently, Ray called and had his first name on the account changed to Raymond. Because the policy was in force when he called, Ray’s first name was not updated on the policy.

In these steps, you will create a future-dated policy change to revisioned contact information. You will change the contact’s name and marital status.

Procedure

  1. In PolicyCenter, navigate to the Ray Newton personal auto policy. This policy is in force, and Ray’s first name has not be updated to Raymond.
  2. Select Actions > Change Policy.
  3. On the Start Policy Change screen, set the Effective Date to a day in the future. The day must be within the current policy period. For example, set the Effective Date one week in the future.
  4. In Description, enter Future-dated change to contact’s name and marital status.
  5. Advance to the Policy Info screen.
    The name of the Primary Named Insured has been changed to Raymond Newton because the contact information was copied from the account at the start of the policy transaction.
  6. Advance to the Drivers screen and select the driver John Smith.
    In the next step, you will make the future-dated change to revisioned contact information.
  7. Change John Smith’s Marital Status to Married.
  8. Change the name of the driver. In the Ray Newton policy, change John’s Last Name to Smith-Jones.
  9. Click Quote.
  10. Click Issue Policy.

What to do next

View a future-dated change to revisioned contact information

View a future-dated change to revisioned contact information

Before you begin

Create a future-dated change to revisioned contact information

About this task

These steps assume that you have created a future-dated change to revisioned contact information. By viewing the policy on a date after the change, you can see the change to the revisioned contact information.

Procedure

  1. Navigate to the policy with the future-dated change.
  2. In the Date field on left sidebar, enter the effective date of the policy change and press ENTER.
  3. In the left sidebar, click Drivers. The revisioned contact information is updated. If you changed the Ray Newton policy as described in the previous steps, the driver John Smith is now John Smith-Jones and he is married.
  4. In the Date field on left sidebar, enter today’s date and press ENTER.
  5. In the left sidebar, click Drivers. The revisioned contact information is not updated. If you changed the Ray Newton policy, the driver’s name is still John Smith and he is single.

What to do next

Update account with future-dated change to revisioned policy contact information

Update account with future-dated change to revisioned policy contact information

Before you begin

This procedure assumes that you have verified a future-dated change to revisioned contact information. See View a future-dated change to revisioned contact information.

About this task

Previously, you updated revisioned contact information in a policy change. In these steps, you move the system clock forward past the date of the change. Then you run the Apply Pending Account Updates batch process to apply the change to the account contact.

To update the account contact with future-dated changes to revisioned contact information, you must move the system clock. To move the system clock, you must enable the Internal Debug tools.

Procedure

  1. Navigate to the Raymond Newton account. This account is the account of the policy with changes to revisioned contact information.
  2. In the left sidebar, click Contacts.
  3. In Account File Contacts, click John Smith, the contact that you changed.
    Notice that the future-dated change to name and marital status are not updated.
  • Enable internal debug tools
    1. In Studio, edit config.xml.
    2. Check the value of the EnableInternalDebugTools parameter. Set it to true.
    3. If you updated the EnableInternalDebugTools parameter, restart PolicyCenter.
  • Move the system clock forward
    1. In PolicyCenter, log in as su.
      The su has the necessary privileges for using the run command and for running the batch process.
    2. In the QuickJump box, enter Run Clock addDays N where N is the number of days that the future-dated policy change goes into effect. Enter Run Clock addDays 7.
  • Apply pending account updates
    1. Press ALT+SHIFT+T to display Server Tools.
    2. On the Batch Process Info screen, click Run in the Apply Pending Account Data Updates batch process.
      In the base configuration, this batch process runs nightly.
    3. Select Actions > Return to PolicyCenter.
  • View changes to revisioned contact information in the account
    1. Navigate to the Raymond Newton account.
    2. In the left sidebar, click Contacts.
      In Account File Contacts, notice that the account contact name has been updated. John Smith is now John Smith-Jones.
    3. Click the contact that you changed.
      Notice that the future-dated change to name and marital status are updated.