Searching for the source policy

In the base configuration, when you search for a policy from which to copy, you can search only within the product specified in the policy period for the target policy. For example, to copy data to a personal auto transaction, you can search only within other personal auto policies.

You can configure the search to find policies from different products. However, the different products must include the same line or lines of business. In the base configuration for example, the commercial package product includes the commercial property, general liability, and inland marine lines. The base configuration also has monoline products for commercial property, general liability, and inland marine. You can configure copy data to search within and copy from the monoline products provided those lines are included in the package product.