Basic search index updates automatically

About this task

In PolicyCenter, if you commit a change that is part of the search index, that change is updated automatically in the search index database.

These instructions continue Use basic policy search.

Procedure

  1. Go to the Ann-Marie Ray policy.
  2. Select Actions > Change Policy.
  3. Advance to the Policy Info screen.
  4. On the Policy Info screen, change the primary named insured to John Smith.
  5. Click Quote or Save Draft.
  6. Copy the policy number, then return to the Search Policies > Basic screen.
  7. Enter the Policy Number and click Search.

    The search results display the John Smith policy as a policy transaction and the Ann-Marie Ray policy as a bound policy.

    You may have to wait a short time for the index update to occur.