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

  1. 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.
  2. 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.
  3. Process the activity.
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