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Life BTM Ideas Portal
Created by Sam McClain
Created on Jul 25, 2022

Party Matching Issues

Case Side:

(Previously identified by Tracy) After cases/apps have been matched. When final action approval is completed on one of the cases, the risk class updates and displays successfully. When the user attempts to complete final action approval on the second case, the RiskClass field does not update after the final action transaction is submitted.

Medium Priority: Propose to fix for Term Scale or during Digital Pilot. Propose that final action can be completed manually on both cases OR once final action is completed on one case, it auto updates on the second/matched case?

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  • Laura Zahn
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    Oct 25, 2022