Configuring copy data in a line of business

In the base configuration, copy data functionality is available only in the personal auto line of business. Through configuration, you can add this feature to other lines of business.

By using copy data functionality, you can quickly and accurately copy information from one policy to another. You can also copy information from an existing transaction to the current transaction. Copy data functionality provides:

A mechanism that searches for policies and transactions and selects the source period.
A user interface that controls the items you can copy from the selected source period.
Copier Gosu classes that copy information from the source period to the target period.

Note: The ability to split and spin policies from an existing policy requires that copy data be configured for that line of business. Splitting a policy creates two new accounts and splits the coverables on the source policy into coverables on policies in the new accounts, creating two new submission transactions. Spinning a policy creates one new account and moves the coverables on the source policy into coverables on the target policy in the new account, creating one new submission transaction.