Editing Applicabilities after Bulk Copy or Repost (New Content Release)
Regardless of whether your change in content is managed via Bulk Copy or Repost, the
process of editing applicabilities is the same. For this reason, the following
information applies to content updated via either method.
Note: We strongly encourage you
to review the content release notes to identify if any applicability changes have
been introduced within the release.
Any time the applicabilities change for a policy or product, the program displays a
message on the Repost Details or Copy Details page:
Applicabilities Changed - Additional updates may be required
Note: Any products associated with an affected policy should be reviewed to determine if
additional changes are needed.
When a New Applicability Has Been Added to a Policy
New applicabilities for existing policies display as Not Selected in the Policy
Applicability Card until you go into the policy and make your applicability selections,
based on line of business and policy type. Upon opening the policy, the program forces
you to select the applicability prior to making any other changes.
Tip: Note a list of the products (as relationships to products are removed when
updating applicabilities) to more easily locate them when you need to re-add the
policies to those products.
Note: When opening a policy that has an applicability added, the Edit Policy Applicabilities
popup displays. Use the three-option slider (which defaults to "not selected," which is
the middle setting) to select an applicability option. Slide the option to right to set
the applicability to Yes or slide the option to the left to set the applicability to No.
The Save button is disabled until you make a selection.
When An Applicability Has Been Removed from a Policy
When an applicability has been removed from an existing policy, the applicability is
deleted from the policy with which it is associated, based on line of business and
policy type. When opening the policy, the program displays the Edit Policy
Applicabilities popup. Select the appropriate applicabilities and click Update.
Tip: Note a list of the products (as relationships to products are removed when
updating applicabilities) to more easily locate them when you need to re-add the
policies to those products.
When An Applicability Has Been Removed from a Line of Business
When an applicability has been removed for an entire line of business, the applicability
is deleted from the policies and the products. The Product List page displays a
notification icon to indicate the applicability is empty and needs to be reviewed.
Note: In addition to reviewing products associated with an affected policy to
determine if any additional changes are needed, you should also review your policies
to determine if any changes are needed.
When An Applicability Value Has Been Removed for a Policy or Product
New applicabilities for existing policies display as Not Selected in the Policy
Applicability Card until you go into the policy and make your applicability selections,
based on line of business and policy type. Upon opening the policy, the program forces
you to select the applicability prior to making any other changes.
Tip: Note a list of the products (as relationships to products are removed when
updating applicabilities) to more easily locate them when you need to re-add the
policies to those products.