C1-DELTRMLTR

This algorithm creates a customer contact whenever the policy is transition to the status where it is attached. For example, if this algorithm is attached to the TERMINATED status, it creates a customer contact whenever the policy is terminated. You can create a customer contact while terminating a policy. Optionally, you can configure the algorithm such that a customer contact is created when a particular status reason is specified while terminating a policy.

Once a customer contact is created, the policy for which the customer contact is created is stored as a characteristic on the customer contact. In addition, the customer contact which is created for the policy is stored as a characteristic in the log of the policy.

It contains the following parameters:

  • Check Policy Status Reason - Used when you want to create a customer contact when the policy is terminated for a particular reason. The valid values are:

    • Y - Used to indicate that the system should create a customer contact when a particular status reason is specified while terminating a policy.

    • N - Used to indicate that the system should create a customer contact while terminating a policy irrespective of the status reason.

  • Policy Status Reason Codes - Used to specify the status reason defined for the TERMINATED status. You can specify comma-separated values for this parameter.

  • Customer Contact Class - Used to specify the customer contact class using which you want to create the customer contact. This field is mandatory.

  • Customer Contact Type - Used to specify the customer contact type using which you want to create the customer contact. This field is mandatory.

  • Consolidate Customer Contact - Used to indicate whether the system should update the existing customer contact or create a new customer contact for the main customer of the policy. The valid values are:

    • Y - If this parameter is set to Y, the system checks whether a customer contact is already created for the main customer of the policy on the system date. If so, the system does not create a new customer contact. Instead, it updates the existing customer contact of the main customer of the policy. However, if the customer contact is not already created on the system date, the system creates a new customer contact for the main customer of the policy.

    • N - If this parameter is set to N, the system creates a new customer contact for the main customer of the policy and does not update the existing customer contact, if any.

    Note: If you do not specify the value for this parameter, by default, it is set to N.

  • Policy ID Characteristic Type - Used to specify the characteristic type which you want to define for the customer contact. This characteristic indicates the policy for which the customer contact is created. You must specify a characteristic type where the characteristic entity is set to Customer Contact. This field is mandatory.

  • Customer Contact Characteristic Type - Used to specify the characteristic type which you want to use in the log of the policy. This characteristic indicates the customer contact which is created for the policy. You must specify a characteristic type where the characteristic entity is set to Policy. This field is mandatory.

  • Status To Skip Process - Used when you do not want to create the customer contact when the policy is transition to a particular status. You can specify comma-separated values for this parameter.