Policies In Progress

The Policies In Progress operational report allows users to generate a list of policies that are currently In-progress. Use this report to identify and resolve issues for policies in statuses such as Pend, Edit, and Pending File Review, and move them to a final status of Approved or Cancelled.

Reporting View Fields

This topic describes the fields available in the Policies In Progress operational reporting view.

To include dynamic fields for the base entity of a specific view, you must generate the reporting view. Generation automatically includes single-value dynamic fields.
Table 1. Operational Reporting View Fields
Field Description Searchable?

Policy ID

Unique identifier of the policy.

No

Policy Code

User-facing code that identifies the policy.

Yes

Updated On

Date when the policy was last updated.

Yes

Policy Identifier

Identifier value associated with the policy.

Yes

Policy Identifier Type

Type of the policy identifier (display name).

Yes

Policy Status

Current status of the policy.

Yes

Policyholder Code

Code that identifies the policyholder.

Yes

Policyholder Name

Full name of the policyholder.

Yes

Policyholder Gender

Policyholder gender (display name).

Yes

Policyholder Date of Birth

Policyholder date of birth.

Yes

Policyholder Identifier

Identifier value associated with the policyholder.

Yes

Policyholder Identifier Type

Type of the policyholder identifier (display name).

Yes

Line of Business Code

Line of business code associated with the policy.

Yes

Line of Business Name

Line of business description.

Yes

Brand Code

Brand code associated with the policy.

Yes

Brand Name

Brand description.

Yes

Group Account Code

Group account code associated with the policy.

Yes

Group Account Name

Group account display name.

Yes

Group Client Code

Group client code associated with the policy.

Yes

Group Client Name

Group client display name.

Yes

Enrollment File Name

Name of the enrollment file associated with the policy.

Yes

Policy Agent Code

Code of the policy agent associated with the policy.

Yes

Policy Agent Name

Name of the policy agent associated with the policy.

Yes

Policy Broker Code

Code of the policy broker associated with the policy.

Yes

Policy Broker Name

Name of the policy broker associated with the policy.

Yes

Pend Reasons Code

Code(s) for the pend reason(s) associated with the policy (may contain multiple values).

No

Pend Reason Description

Description of the pend reason.

No

Policy Message Code

Code(s) for the policy message(s) associated with the policy (may contain multiple values).

No

Policy Messages

Policy message text.

No

Policy Enrollment Count

Number of enrollments on the policy.

Yes