Siebel Insurance Guide > Managing Life and Annuity Policies >

Viewing Value History Information

End users can use the Value History view to display cash values. Usually, this requires integration of Siebel Insurance with a policy administration system. For more information, see Siebel Integration Messages.

To display value history

1. Navigate to the Life & Annuities screen.
2. In the Policies/Quotes list, drill down on a policy.
3. Click the Policy Values view tab.
4. Select the Value History view link.

   NOTE:  Choose the Value History Chart view link to see value history data in chart format.