Existing Cover auto created from Completed Protection cases
Where a Protection Policy status is updated to Completed user to be prompted to create an equivalent policy in Existing Cover. The prompt should enable the user to save the status and choose whether to select to update Existing Cover or not. If Yes is selected Existing Cover should be auto updated to create a policy with all details populated i.e. do you wish this policy to be created as a policy within Existing Cover.
This will avoid rekeying of data
Where the Policy status is amended from Completed/Inforce a prompt should be given to the user to delete the policy from Existing Cover or to retain the policy asis "
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Lisa Harrison commented
Makes sense that if a Protection policy has been 'completed' it should auto update into Existing Policies surely?
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Kate Thacker commented
Protection cases shouldnt really be shown as completed they should either be commenced, In force, live, lapsed, cancelled etc not completed. When cases are then on risk/in force/live they should automatically be pulled into existing policies.