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Life BTM Ideas Portal
Created by Sam McClain
Created on Aug 26, 2022

Party Address Updates

Align items below to Configuration Updates Feature that will be added.

1) See Attached email - In FAST, there are multiple ways a user can modify party address through quick transactions (QT) and different levels of the system. Certain QTs do have validations requiring State and Country for Insured and Owner roles, but not all.

Propose that address updates and required data be streamlined between QTs and Roles tab updates OR only one way be available to users to make these updates. (For limited Pilot, to update the address we should take these steps: More+ -> Roles -> Click on party to update address -> Click Wrench -> Address - Update -> Make Updates in Pop Up Window. -> Address updates should save to all areas of Case/Customer Cards.


2) After address updates are made as outlined above in # 1, if any updates are made via "Primary Insured - Update" Quick Transaction, we need to take note of Resident state before the quick transaction is processed and after. This QT has a resident state field that can overwrite any updates previously made in # 1 above. Will manually check for LP, but we need this reconfigured so that all address updates carry to all areas.



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  • Jenna James
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    Nov 10, 2022