Viewing revisioned contact information in the account

PolicyCenter automatically applies future-dated changes on revisioned fields in the policy contact through the Apply Pending Account Data Updates batch process. PolicyCenter does not apply back-dated changes automatically. The user must update the account contact manually.

Update the account contact with back-dated change to revisioned policy contact information

Before you begin

These instructions assume that you completed:

Procedure

  1. Log in as aapplegate.
  2. Navigate to the Raymond Newton account of the policy. This account is the account with changes to revisioned contact information.
  3. In the left sidebar, click Contacts.
  4. In Account File Contacts, click John Smith-Jones. This contact is the contact that you changed.

    Because you ran the Apply Pending Account Data Updates batch job, the contact’s name is updated and his marital status is married. PolicyCenter does not update the account contact with back-dated changes. Therefore, the date of birth is not changed from 1970 to 1967. The marital status is not changed from married to separated. Do not make any changes to the contact at this time.

    PolicyCenter created activities and notes to remind you that you may want to update the account contact manually.

  5. Click Summary in the left sidebar on the account or policy.

    Under Current Activities, PolicyCenter created activities for the back-dated changes. The subject of the activities is Contact John Smith was changed.

  6. Click the Subject of one of the activities.
    At the top of the screen, PolicyCenter displays the account file contact.

    At the bottom of the screen, PolicyCenter displays the Activity Detail. The Description says that changes have only been applied to the policy. If you want the changes applied to the account level contact, you must do that manually. On the right side of the screen, the Text of the New Note displays the change details.

  7. For the marital status change, you do not want to update the contact. Click Edit, and Complete the activity.
  8. For the date of birth, make the change to the contact.
    1. Click Edit, and Complete the activity.
    2. At the top of the screen in Contact Detail, change John Smith’s Date of Birth to “01/01/1967” and Update the contact.