Bulk Update Definitions
A bulk update definition specifies a number of conditions and a single update function. A policy must satisfy all the specified conditions in order for it to updated by the function. Bulk updates are executed through a global activity. The bulk update definition code is a parameter of this activity.
Field | Description |
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Code |
The identifying code of the bulk update definition |
Display Name |
The display name of the bulk update definition |
Reference Date |
The reference date on which all the time valid detail checks are based |
Policy Status |
The policy status to check if a policy should be picked up for bulk update if its last version is in the specified status |
Broker |
The broker to check if a policy should be picked up for bulk update if it has the specified broker valid on the reference date. |
Agent |
The agent to check if a policy should be picked up for bulk update if it has the specified agent valid on the reference date. |
Enrollment Product |
The enrollment product to check if a policy should be picked up for bulk update if it has policy enrollments with the specified enrollment product valid on the reference date. |
Contract Expiration Period |
The length of the contract expiration period to check if a policy should be picked up for bulk update if its contract is about to end in the specified period (along with the Unit Of Measure). |
Contract Expiration Period Unit of Measure |
The unit of measure for the contract expiration period: Day, Month or Year |
Condition |
The dynamic logic condition that is executed to determine if bulk update should be executed for the policy |
Update Function |
The dynamic logic function that defines the update to the policy. |
Ignore Bulk Update? |
If checked, policies with a checked ignore update indicator are excluded from this update. If not checked, then the bulk update applies regardless of the ignore indicator on the policy. |
Change Event Generation? |
Should change event generation be enabled when this definition is used for bulk updates? |
Submit Policy? |
Should the policy be submitted for processing after applying the bulk update? |
Reapply? |
If checked, the update function is executed every time the activity is run. If not checked, the update function is not called if the policy is has a history record indicating that the update has already been applied. |
Enabled? |
Is the bulk update definition enabled? |
Constraints:
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Contract expiration period and contract expiration period unit of measure should both be filled or both be left empty