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Life BTM Ideas Portal
Created by Kami Deppe
Created on Oct 10, 2024

Guardrails for agents on paper coded cases

On paper coded cases, there needs to be validation for the company being coded. If a North American plan is selected from the drop down, we need guardrails to only allow a North American agent code to be entered. And same for Midland.


We had an example recently of a Midland case being coded to a North American plan and the case had to be re-coded.

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