Bulk Update Definition
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 the Bulk Update 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. |
Apply Change Event Rules? |
Should change event generation be enabled when this definition is used for bulk updates? |
Automatically Create History? |
Should bulk update history automatically be created when this definition is used for bulk updates? |
Version Status After Update |
This parameter controls the version and the status of approved policies after the 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:
-
Contract expiration period and contract expiration period unit of measure should both be filled or both be left empty