Client Updates that Spawn Activities
When life events occur for a policy holder, changes to the client information on the Client screen can trigger the generation of an activity. For example, if a client was recently married, updating the marital status field could automatically generate a congratulatory letter.
If this configuration is available in the Client screen, you will receive a warning message when a trigger field is changed.
Steps to Complete Client Change Activity
- Make a change to the information on the Client screen. This change should produce a warning message. If no warning message is displayed, then the change did not trigger an activity. No further action is needed.
- Click the Activity link on the Entity Navigation list. The activity that was automatically triggered should be listed on the Client Activity screen in pending status.
- Process the activity.