Adding Party Role as Case Manager Role

If user is logged in as CM, they are not able to add a party role successfully. Updates can be made to existing Insured, which will carry to Owner and Payor role if all three roles are the same party.

But any updates or additions made using QT “Case & Party Roles – Update” to the parties listed in this window do not save.

• Case Manager cannot successfully add a role to a case record. If Role is being added using the “Case & Party Roles – Update” Quick Transaction, the addition/changes do not save. CM is unable to successfully add a role on the Roles tab either.