Oracle® Insurance Policy Administration 9.4.1.0 E23637_01

# Issue

The Issue activity moves a policy from pending status to active status. The Base Coverage segment and the Premium activity must exist on the policy before this activity can be added.

A date of birth is required for the insured role in order for this activity to process. The Issue Date will be populated on both the Base Coverage segment and the Policy screen from the effective date of the Issue activity and not the date the activity was processed.

## Steps to Add Issue Activity

1. Open a unit linked policy and select Add Activity from the Secondary menu.
2. Select Issue from the activity drop down box.
3. Enter the issue date and select OK. The activity will be listed on the Activity screen.
4. Click the lightning bolt icon next to the activity to process it. The policy status now displays as active. The Issue activity will spawn InitialFundReallocation, MonthlyProcessing and Anniversary activities.

Note: This activity will automatically populate the Issue Date field on the Base Coverage segment with the date this activity was processed.

Add Activity Window with Issue Selected

Copyright © 2009, 2011, Oracle and/or its affiliates. All rights reserved. Legal Notices