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Life BTM Ideas Portal
Created by Trina Murray
Created on Nov 5, 2024

Update Specific Requirement Fields

When there is an original case and an Additional Case set up later, the Original case requirements are typical added by a CM or the System as Party which then shows on the Additional App Requirements as well. If we could make updates to the Related Type/Attach To Field then we could keep those requirements from showing on a case where it shouldn't. Example: Submits an IUL with an additional request for a term. The requirements are set to Party on the original. The term is added as an additional and IUL requirements may or may not show up under the term and our only option is to waive and add a new requirement. More efficient and cleaner on PBA to be able to update that field and point it to the correct new business case. Thanks!

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