Revising an Existing Disclosure

If necessary, you can revise an existing disclosure.

To revise an existing disclosure

1. Navigate to the Administration - Product screen, and then the Disclosure view.

2. In the Product form, query for the product.

3. In the Disclosure list, select the disclosure to be revised, and click Revise.

   Clicking Revise creates a new version of the disclosure and sets its status to In Progress.

4. Make the appropriate changes to the new disclosure, and click Activate.

   Clicking Activate, changes the Status from In Progress to Active and makes the record read-only. The prior version of the disclosure still appears, but displays a Status of Outdated.

5. To associate literature with a disclosure, add a new record in the Literatures list, and complete the necessary fields.

For more information on loading literature into Siebel Insurance, see the sharing literature discussion in Siebel Applications Administration Guide.