Default Data Audit History Report Data

The following program data is captured within the Audit Report:

Account Information:
  • Account type
  • Charter
  • Insurer type
  • Jurisdiction (shown as abbreviation)
Applicabilities:
  • Newly added polcies
  • Updated applicabilities - both before and after values
  • Deleted values
Applied Applicabilities:
  • Newly added applied applicabilities (including content source alias and LOB)
  • Updated applied applicabilities - both before and after values
  • Deleted data. (Deleted with the Product)
Product Data:
  • Newly added policies, including content source alias and line of business
  • Updated product data - both before and after values
  • Deleted values
Bulk Copy Data:
  • Newly added policies
  • Updated data - both before and after values
  • Deleted values
  • Applicabilities that have been removed from policy after bulk copy
Repost Data:
  • Newly added policies
  • Updated data - both before and after values
  • Deleted values
Exported Data:
  • Newly added exports, including:
    • Originating content source alias
    • User completing export
    • Export date and time
    • Line of business
  • Deleted exports, before value only.
Policy Data:
  • Newly added policy data
    • Content Source Alias
    • Line of Business
    • Policy Type
  • Updated policy data - both before and after values
  • Deleted policies
Organization Data:
  • Newly added organization data
    • Content Source Alias
    • Line of Business
  • Updated organization data - both before and after values
  • Deleted organizations
    Note: Deleted logo images are not retained; the report will show that the image has been deleted.
Logo Data (Organization Logo Setup):
  • Updated logo data - both before and after values
    • Logo image
    • Justification
    • Apply to pages
    • Height
    • Width
    • Alternate text
  • Note: Record of the logo change is tracked, but the logo image is not retained.
Applied Policies Data:
  • New applied policies data within a product, including:
    • Content source alias
    • Line of business
  • Updated applied policies within a product - both before and after values
  • Deleted applied policies data and deletion of product as a whole
Import Data:
  • Newly added imports, including:
    • Organization
    • Policy
    • Product
  • Deleted import data
  • Upon successful import, changes for organization, policy, and product (if overwritten).