Copy Policy Search Policies screen
The Copy
Policy Search Policies screen is similar to the Search Policies screen. It appears
when you are in a transaction, such as a submission, for a line that
supports copy data, and then select . The main PCF file for
this screen is the CopyPolicyDataSearchPopup
in Studio in .
The PolicySearchCriteria
entity and gw.search.PolicySearchCriteriaEnhancement
Gosu file implement much of the search functionality. This entity and
Gosu file are also used by the Search
Policies screen. Because both search screens share the entity
and Gosu code, a change to the entity or Gosu code affects both types
of searches. Likewise, a change to the PCF file for one search type may
require a corresponding change in the other.
On the Copy Policy Search Policies screen, you can search for policies with the same product as the target policy period. For example, if you select Copy Data from a personal auto transaction, the search returns only personal auto policies. If needed, you can configure the search to find products different from the target policy. For more information, see Searching for the source policy.
By default, the Account Number field is set to the account number of the target policy.
The ExcludedPolicyPeriod
field on the PolicySearchCriteria
entity contains the current policy period. Therefore, the current policy
period does not appear in the search results.