Searching for Duplicate Policy Plans

Duplicate policy plans are those policy plans which meet the following conditions:

  • The status of the policy plans is set to Active.

  • The plan number, policy number, and source system specified in the policy plans are same.

  • The policy plans have either same or overlapping date range.

Procedure

To search for duplicate policy plans:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, click H and then click Health Check.
    The Health Check screen appears.
  3. Expand the Duplicate Entity zone.
  4. Select the Policy Plan option from the Entity list.
  5. Select the date range to retrieve the policy plans which are duplicate within the given period.
    Note: The specified date range should not exceed one year. For example, if the start date is 01-01-2025, then the end date cannot be later than 12-31-2025.
  6. Click Search.

    The search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Plan Number Indicates the plan number.
    Policy Plan Displays information about the policy plan.
    Note: It has a link. On clicking the link, the Policy Plan screen appears where you can view the details of the respective policy plan.
    Policy Indicates the policy for which the policy plan is created.
    Note: It has a link. On clicking the link, the Policy screen appears where you can view the details of the respective policy.
    Start Date Displays the date from when the policy plan is effective.
    End Date Displays the date till when the policy plan is effective.
    Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages. Note that the navigation links appear in the Search Results section only when the records in the search results exceed 20.

Related Topics

For more information on... See...
Duplicate Entity zone Duplicate Entity